OLED Universal Display Corporation - Common Stock
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Acerca de Universal Display Corporation - Common Stock Descripción general de la empresa de Wikipedia
Universal Display Corporation is a developer and manufacturer of organic light emitting diode (OLED) technologies and materials, and it is a provider of services to the display and lighting industries.
Founded in 1994, the company currently owns or has license rights to more than 6,500 issued and pending patents worldwide for the commercialization of phosphorescent based OLEDs and also flexible, transparent and stacked OLEDs - for both display and lighting applications. Its phosphorescent OLED technologies and materials are licensed and supplied to companies such as Samsung, LG, AU Optronics CMEL, Pioneer, Panasonic Idemitsu OLED lighting and Konica Minolta.
UDC is working with many other companies, including Sony, DuPont and Novaled. In 2009, UDC claimed that "virtually all AMOLEDs on the market use our technology". Based in Ewing, New Jersey, with international offices in Ireland, South Korea, Hong Kong, Japan and Taiwan, Universal Display works with a network of organizations, including Princeton University, the University of Southern California, the University of Michigan, and PPG Industries.
UDC has been subject to a number of patent disputes. The patents however have been upheld as valid. In November 2025, it was announced UDC had acquired emissive OLED patent assets from the Darmstadt-headquartered science and technology company, Merck KGaA for an undisclosed amount.
Products that use UDC technology
Apple began using OLED panels in its watches in 2015 and in its laptops in 2016 with the introduction of an OLED touchbar to the MacBook Pro. In 2017, Apple announced the introduction of their tenth anniversary iPhone X with their own optimized OLED display licensed from Universal Display Corporation. All subsequent iPhones have had OLED displays. Apple has also expanded the use of OLED displays into iPads and also future MacBooks
The Korea Times claimed that Google's wearable display headset Google Glass would use OLED microdisplays made by Samsung Display, with licensed technology from Universal Display.
Sony have announced the 3rd generation of their Heads Up Micro-Displays (HMD) using OLED panels from UDC.
Smartphones
Universal Display's OLED screens are in Samsung's Galaxy S, S II and S III, Galaxy S IV, and Galaxy S5 smartphones.
The Galaxy S4 has a 4.99" Full-HD (1920x1080, 441 PPI) Super AMOLED display behind a Corning Gorilla Glass 3.
Universal Display reported that Samsung Display Corporation (SDC) adopted UDC's green PHOLED (host and emitter) in the 5" Full-HD Super AMOLED display used in the Galaxy S4 smartphone. This is a significant development as the green PHOLED increases energy efficiency of displays by up to 25%
Nokia's Lumia 1020 smartphone and BlackBerry's Q10 and Z30 models have OLED screens.
In October 2013, Samsung released the first ever curved display smartphone called the Galaxy Round. Samsung also introduced the "Roll Effect" where when the phone's screen is off and is rolled, it displays basic information like time or battery percentage. While it is possible to curve LCD screens, analysts say OLED screens provide better technical benefits.
Samsung introduced the Galaxy Round in the Korean market in October 2013. The device features a 1080p screen, measuring 5.7 inches (14 cm), that curves on the vertical axis in a rounded case.
The Galaxy S5, launched in Feb 2014, has a 5-inch Super AMOLED screen.
Smart watches
In September 2013 Samsung unveiled their Galaxy Gear Smartwatch having a 1.6 inch OLED screen and multiple apps to link the watch to an Android smartphone. It originally went on sale in the US in October 2013 for $299 and featured a 1.63" 320x320 (275 PPI) Super AMOLED display.
The LG G Watch R is smartwatch featuring a circular face and an OLED screen.
LG has released a second premium smart watch called the "Urbane" which retails for $590.
OLED displays are expected to dominate the smart watch market with 58% market share.
Apple began using OLED panels in its watches in 2015 and all subsequent watches.
Tablets
Panasonic has showcased a 20-inch OLED screened tablet with a resolution of 4K (3840×2160 pixels).
Samsung has released two Galaxy Tablets using OLED technology. The Galaxy Tab S 10.5 was released with Android 4.4.2 Kitkat.
The Galaxy Tab S 10.5 has a 10.5-inch WQXGA Super AMOLED screen with a resolution of 2560x1600 pixels and a pixel density of 287 ppi.
The Galaxy Tab S 8.4 has an 8.4-inch Full HD Super AMOLED screen with a resolution of 2560x1600 pixels and a pixel density of 359 ppi.
Televisions
Samsung and LG-Display showed 55-inch OLED-Television devices at CES-2012. But both companies had to delay their mass production. Also AUO, Sony and Epson will start AMOLED-TV production in 2014.
In June 2013 Samsung announced the Korean availability of a 55-inch curved OLED HDTV. Priced at 15 million Korean won (around $13,500). Samsung also reiterates the claim LG made when it launched its own curved OLED model that "keeping all parts of the screen an equal distance from the viewer makes for a better viewing experience." By August 2013, Samsung dropped the price of the OLED television by 30% claiming "better yields" in manufacturing.
In September 2013 at the IFA electronics show, Samsung unveiled their 98-inch 4K AMOLED television.
LG showcased an Ultra High Definition (UHD) curved 77inch screen at the IFA electronics show. This is a 4K WRGB OLED screen. In October 2014, LG reported that their Television sales has jumped 20x in volume shipments since 2013.
CNET reviewed the LG 55EC9300 OLED Television in September 2014 and called it "The best. Picture. Ever." Combining the best qualities of LED and Plasma without the disadvantages.
With the arrival of Quantum Dot LCD displays, LG released an article describing why they still see OLED as the future of Television displays: "In fact, OLED technology is the technology that is so much advanced that it should not be compared to an LCD based QD. Hence, even though LG already has the technology to create QD backlighting, it is focusing on developing OLED".
In January 2015, LG Display signed a long-term agreement with UDC for the supply of OLED materials and the right to use their patented OLED emitters. LG is the leader in the push for OLED Televisions.
In 2017, LG revealed five new models of OLED TVs, the flagship model being as thin as 0.9mm.
Technological advantages of OLED
The different manufacturing process of OLEDs lends itself to several advantages over flat panel displays made with current LCD technology.
Lower cost in the future
OLEDs can be printed onto any suitable substrate by an inkjet printer or even by screen printing, theoretically making them cheaper to produce than LCD or plasma displays. However, fabrication of the OLED substrate is more costly than that of a TFT LCD, until mass production methods lower cost through scalability. Roll-to-roll vapour-deposition methods for organic devices do allow mass production of thousands of devices per minute for minimal cost, although this technique also induces problems in that devices with multiple layers can be challenging to make because of registration, lining up the different printed layers to the required degree of accuracy.
Lightweight and flexible plastic substrates
OLED displays can be fabricated on flexible plastic substrates leading to the possible fabrication of flexible organic light-emitting diodes for other new applications, such as roll-up displays embedded in fabrics or clothing. As the substrate used can be flexible such as polyethylene terephthalate (PET), the displays may be produced inexpensively.
Wider viewing angles and improved brightness
OLEDs can enable a greater artificial contrast ratio (both dynamic range and static, measured in purely dark conditions) and a wider viewing angle compared to LCDs because OLED pixels emit light directly. OLED pixel colors appear correct and unshifted, even as the viewing angle approaches 90° from normal.
Better power efficiency and thickness
LCDs filter the light emitted from a backlight, allowing a small fraction of light through. So, they cannot show true black. However, an inactive OLED element does not produce light or consume power, thus allowing true blacks. Dismissing the backlight also makes OLEDs lighter because some substrates are not needed. This allows electronics potentially to be manufactured more cheaply, but, first, a larger production scale is needed, because OLEDs still somewhat are niche products. When looking at top-emitting OLEDs, thickness also plays a role when talking about index match layers (IMLs). Emission intensity is enhanced when the IML thickness is 1.3–2.5 nm. The refractive value and the matching of the optical IMLs property, including the device structure parameters, also enhance the emission intensity at these thicknesses.
Response time
OLEDs also can have a faster response time than standard LCD screens. Whereas LCD displays are capable of between 1 and 16 ms response time offering a refresh rate of 60 to 480 Hz, an OLED theoretically can have a response time less than 0.01 ms, enabling a refresh rate up to 100,000 Hz . OLEDs also can be run as a flicker display, similar to a CRT, in order to eliminate the sample-and-hold effect that creates motion blur on OLEDs.
Some disadvantages include:
Power consumption
While an OLED will consume around 40% of the power of an LCD displaying an image that is primarily black, for the majority of images it will consume 60–80% of the power of an LCD. However, an OLED can use more than three times as much power to display an image with a white background, such as a document or web site. This can lead to reduced battery life in mobile devices, when white backgrounds are used.
According to OLED Display "Samsung Display uses different Sub Pixel Matrix technologies for their smartphone Super-Amoled Displays. For the Galaxy S4 and S5 they use the Diamond Pixel Matrix."
Flexible displays
OLEDs enable screens to be made in curved or flexible format. Samsung's flexible AMOLEDs will be fabricated on a plastic (Polyimide) substrate and will be able to withstand high temperature (up to 350-400 degrees). The displays can be bendable - but since the first products will use them inside rigid glass cases - so it'll actually be "curved" displays and not flexible ones. A plastic based AMOLED will be shatterproof, and will also be lighter and thinner compared to glass based OLEDs.
OLED Info reports that for flexible displays on plastic, UDC's UniversalBarrier single-layer encapsulation technology is being evaluated by Samsung. UDC has a working 6" R&D deposition machine for the encapsulation layer. They go on to describe how Corning Glass have developed a flexible glass to help speed up the adoption of bendable OLED screens. "On Aug. 28 2013, Corning and AU Optronics announced that Corning is an important and strategic high-performance display glass collaborator for AUO’s line of AMOLED panels. AUO selected the Corning Lotus Glass platform based on the glass substrate’s outstanding thermal and dimensional stability. This aids AUO with efficient manufacturing during the high-temperature processes that are required to develop its AMOLED panels." Corning is also developing a Roll to Roll manufacturing process that will greatly reduce costs of mass-producing flexible displays.
UBI Research published a new report on flexible OLED displays, forecasting a very fast growth: from 20 million units in 2012 to 150 million units in 2013. UBI sees $6.3 billion in flexible OLED revenues in 2017. This is far more optimistic than the recent report by Markets&Markets who see the entire flexible display market at $3.2 billion in 2017.
The Flexible Display Center announced that it has successfully manufactured the world's largest flexible color AMOLED prototype using advanced mixed oxide thin film transistors (TFTs). Measuring 7.4 diagonal inches, the device was developed at the FDC in conjunction with Army Research Labs scientists. It also meets a critical target set by the U.S. Department of Defense to advance the development of full-color, full-motion video flexible OLED displays for use in thin, lightweight, bendable and highly rugged devices.
"This is a significant manufacturing breakthrough for flexible display technology," said Nick Colaneri, director of the FDC. "It provides a realistic path forward for the production of high-performance, flexible, full color OLED displays, accelerating commercialization of the technology in the process."
Universal Display's Sid Rosenblatt talking about the future of OLED technology was quoted as saying: "Samsung is going to introduce flexible screens, but the flexible plastic substrates are difficult to manufacture. Plastic is porous and oxygen with moisture causes OLEDs to degrade. [However]...These kind of displays are unbreakable, flexible on stainless steel foil. It would result in a thinner device because you don’t have the pieces of glass. It could conform around the sides, so you can show information on the sides. It would be lighter. So you can either make it smaller or thinner or you can make a larger battery so that it lasts longer. The challenges are encapsulation, so you need an encapsulation process. The temperature is too high to deposit them directly to the plastic, so they do is they literally deposit them on glass." Further, Sid Rosenblatt thinks that flexible OLEDs will be initially a niche market for the high end.
iSuppli, a market research firm, sees the flexible OLED display market growing significantly from 2013 to 2020. Their estimates are from a market value of $21 million in 2013 to $100 million in 2014 and reaching $12 billion by 2020. IHS says this will bring about "unprecedented change(s) in flat displays". Both LG and Samsung believe that flexible displays will make up as much as 40% of the Smartphone maker by 2018.
At the Flextech Conference in Phoenix, Arizona, Plastic Logic and Novaled demonstrated a new, really bendable, and completely organic AMOLED display. OLED News said: "This is a very important technological advance. For the first time we have an entirely plastic AMOLED with backplane electronics manufactured in a special low temperature process. The industrial techniques applied open up real prospects of mass producing these displays at a very competitive unit cost." Plastic Logic CEO, Indro Mukerjee, spoke of 2014 as the year when wearable technology is going to really take off. He described the advance that has been made in the following: "Flexible electronics is a reality, already proven through the development and manufacture of plastic, bendable displays and sensors. For the first time a fully organic, plastic, flexible AMOLED demonstration has been achieved with a real industrial fabrication process. This marks the start of a revolution in wearable products, the next frontier in consumer."
OLEDs in lighting
OLEDs provide low temperature, low energy use lighting panels. OSRAM believes that the next technological development for car lighting is OLEDs. The major advantage is that they provide "completely new options for the design of light and luminaires". The cars of the future, according to Osram will have both LED and OLED lighting sources. In 2011, OSRAM built an OLED lighting production line in Regensburg, Germany. The company invested 50 million euros (around $70 million) in the production facility and in research on OLED applications.
The German government launched a new €34 million (about $44 million) project called OLYMP ("Organic Light-emitting sYstems based on energy and cost-efficient Materials and Processes") that intends to improve "OLED lighting efficiency and lifetime".
Philips has said in 2014 OLEDs will be ready to enter the lighting market in a more significant way. Dietmar Thomas, Philips' OLED communication and brand manager says: "Philips' OLED performance increased dramatically in the past 2-3 years. Their most advanced panel (the GL350 Gen-2) offers 200 lumens and 45 lm/W. In mid 2014, Philips expects to release a panel (the GL350 Gen-3?) that will be brighter (300 lumens) and more efficient (60 lm/W). "
According to OLED-Display.net "OLED technology has been found useful in creating new forms of lighting. Because of the potential inherent with OLED technology in terms of its flexibility, transparency and thickness, a myriad of new possibilities exist for OLED illumination, lighting and light display shows. The potential is almost infinite, because OLED technology has proven to show lifetimes over 50,000 hours and because it burns at rates that surpass the efficiency of halogen and can reach up to 150 lm/W. In addition, OLED lighting utilizes less CO2, requires less energy and contains no toxic substances. This opens up a revolutionary concept of lighting displays and light based art conceptions."
Patent disputes
In 2012, UDC reported two favorable patent decisions. The first one is from Japan, regarding two patents (JP781 and JP158) relating to UDC's L2MX technology. The patents were upheld as valid by the Japanese patent office. The second decision related to one of the OVJP patents in Korea. The Korean patent office issued a favorable decision which upheld the patent as valid. Some financial analysts have contended that Universal Display's patents are likely to be rescinded in November 2013 at the EPO Board of Appeal. However, Oppenheimer analyst Andrew Uekwitz already chimed in to defend them, saying Asensio's latest article "contains nothing new or valuable" that wasn't already disclosed in its most recent quarterly report.
== References ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | OLED | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 19.3promedio 5A ≈33.3 | ≈33.3 | 26.1 | Infravalorado | |
| P/S (TTM) | 6.1promedio 5A ≈11.5 | ≈11.5 | 7.9 | Infravalorado | |
| P/C (MRQ) | 2.2promedio 5A ≈5.0 | ≈5.0 | 5.1 | Infravalorado | |
| Precio / FCF (TTM) | 16.8promedio 5A ≈55.7 | ≈55.7 | · | · | |
| Precio / Flujo de Caja (TTM) | 14.1promedio 5A ≈38.8 | ≈38.8 | 28.9 | Valor razonable | |
| Precio / Valor Contable Tangible (MRQ) | 2.3promedio 5A ≈5.3 | ≈5.3 | · | · | |
| PEG Ratio (Ratio PEG) | ≈1.5 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | OLED | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 75.3%promedio 5A ≈77.7% | ≈77.7% | 56.0% | De primer nivel | |
| Margen Operativo (TTM) | 34.1%promedio 5A ≈39.4% | ≈39.4% | 7.5% | De primer nivel | |
| EBITDA Margin (Margen EBITDA) | 38.2%promedio 5A ≈39.4% | ≈39.4% | 7.5% | De primer nivel | |
| Margen antes de impuestos (TTM) | 39.1%promedio 5A ≈42.9% | ≈42.9% | 11.2% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 32.2%promedio 5A ≈34.8% | ≈34.8% | 10.5% | De primer nivel | |
| ROA (TTM) | 10.2%promedio 5A ≈13.1% | ≈13.1% | 2.7% | De primer nivel | |
| ROE (TTM) | 11.5%promedio 5A ≈15.3% | ≈15.3% | 3.1% | De primer nivel | |
| ROIC | 11.6%promedio 5A ≈13.8% | ≈13.8% | 1.6% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | OLED | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 8.5promedio 5A ≈7.3 | ≈7.3 | 4.6 | Liquidez sólida | |
| Ratio Rápido (MRQ) | 5.4promedio 5A ≈5.2 | ≈5.2 | 2.2 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | OLED | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 0.45%promedio 5A ≈9.4% | ≈9.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 1.8%promedio 5A ≈5.8% | ≈5.8% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 8.7% | · | · | · | |
| EPS YoY (EPS interanual) | 9.2%promedio 5A ≈13.4% | ≈13.4% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 9.0%promedio 5A ≈13.4% | ≈13.4% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 4.9%promedio 5A ≈8.7% | ≈8.7% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 12.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 4.8%promedio 5A ≈8.8% | ≈8.8% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 12.7% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | OLED | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.3promedio 5A ≈0.4 | ≈0.4 | 0.6 | Débil | |
| Inventory Turnover (Rotación de Inventario) | 0.7promedio 5A ≈0.8 | ≈0.8 | 2.2 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 5.6promedio 5A ≈5.5 | ≈5.5 | 7.0 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$1.4M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 16, 2026 | $0,50 | USD | ≈2.6% |
| Jun 16, 2026 | $0,50 | USD | ≈2.1% |
| Mar 17, 2026 | $0,50 | USD | ≈2.0% |
| Dic 17, 2025 | $0,45 | USD | ≈1.5% |
| Sep 16, 2025 | $0,45 | USD | ≈1.3% |
| Jun 16, 2025 | $0,45 | USD | ≈1.1% |
| Mar 17, 2025 | $0,45 | USD | ≈1.1% |
| Dic 17, 2024 | $0,40 | USD | ≈1.0% |
| Sep 16, 2024 | $0,40 | USD | ≈0.76% |
| Jun 14, 2024 | $0,40 | USD | ≈0.74% |
| Mar 14, 2024 | $0,40 | USD | ≈0.91% |
| Dic 14, 2023 | $0,35 | USD | ≈0.75% |
| Sep 14, 2023 | $0,35 | USD | ≈0.84% |
| Jun 15, 2023 | $0,35 | USD | ≈0.91% |
| Mar 16, 2023 | $0,35 | USD | ≈0.87% |
| Dic 15, 2022 | $0,30 | USD | ≈1.1% |
| Sep 15, 2022 | $0,30 | USD | ≈1.1% |
| Jun 15, 2022 | $0,30 | USD | ≈0.88% |
| Mar 16, 2022 | $0,30 | USD | ≈0.56% |
| Dic 15, 2021 | $0,20 | USD | ≈0.51% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 29, 2026 | $1.06 | $1.05 | 0.92% |
| 31 de marzo de 2026 | $0.76 | $1.20 | -36.9% | |
| 31 de diciembre de 2025 | $0.76 | $1.20 | -36.9% | |
| 30 de septiembre de 2025 | $0.92 | $1.24 | -25.5% | |
| 30 de junio de 2025 | $1.41 | $1.18 | 19.2% | |
| 31 de marzo de 2025 | $1.35 | $1.11 | 21.2% |
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 | $651M | $648M | $576M | $617M | $554M | $429M | $405M | $247M | $336M | $199M | $191M | $191M | |
| Cost of Revenue | $154M | $148M | $135M | $128M | $115M | $85M | $75M | $54M | $55M | $26M | $63M | $41M | |
| Gross Profit | $496M | $499M | $441M | $489M | $439M | $343M | $330M | $194M | $281M | $173M | $128M | $150M | |
| R&D Expense | $146M | $157M | $130M | $117M | $100M | $84M | $71M | $54M | $49M | $43M | $45M | $41M | |
| SG&A Expense | $74M | $74M | $67M | $78M | $80M | $61M | $60M | $47M | $47M | $33M | $29M | $28M | |
| Operating Expenses | $248M | $260M | $224M | $222M | $211M | $186M | $171M | $137M | $135M | $104M | $96M | $91M | |
| Operating Income | $249M | $239M | $217M | $267M | $228M | $158M | $158M | $57M | $146M | $68M | $32M | $59M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $54.0K | $70.0K | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | $837.0K | $777.0K | |
| Other Non-op | $7M | $-7M | $-184.0K | $-7M | $98.0K | $864.0K | $767.0K | $-83.0K | $-4.0K | $-2M | · | · | |
| Pretax Income | $295M | $272M | $245M | $268M | $228M | $164M | $170M | $64M | $150M | $69M | $33M | $59M | |
| Income Tax | $53M | $50M | $42M | $58M | $44M | $30M | $32M | $5M | $46M | $21M | $18M | $17M | |
| Net Income | $242M | $222M | $203M | $210M | $184M | $133M | $138M | $59M | $104M | $48M | $104M | $42M | |
| EPS (Basic) | $5.09 | $4.66 | $4.25 | $4.41 | $3.87 | $2.80 | $2.92 | $1.24 | $2.19 | $1.02 | $2.19 | $0.90 | |
| EPS (Diluted) | $5.08 | $4.65 | $4.24 | $4.40 | $3.87 | $2.80 | $2.92 | $1.24 | $2.18 | $1.02 | $2.18 | $0.90 | |
| Shares (Basic) | 47,548,046 | 47,548,931 | 47,559,669 | 47,390,352 | 47,296,447 | 47,198,982 | 46,959,775 | 46,849,588 | 46,725,289 | 46,408,460 | 46,725,289 | 46,252,960 | |
| Shares (Diluted) | 47,658,295 | 47,652,662 | 47,622,763 | 47,468,507 | 47,365,435 | 47,236,994 | 46,995,462 | 46,896,766 | 46,805,194 | 46,535,980 | 46,805,194 | 46,685,145 | |
| EBITDA | $249M | $239M | $217M | $267M | $228M | $158M | · | $57M | $146M | $68M | $32M | $59M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $138M | $99M | $92M | $93M | $312M | $630M | $132M | $211M | $133M | $139M | $98M | $45M | |
| Short-term Investments | $464M | $394M | $422M | $484M | $351M | $100M | $514M | $304M | $287M | $189M | $298M | $243M | |
| Receivables | $120M | $114M | $140M | $93M | $108M | $82M | $60M | $43M | $52M | $25M | $25M | $22M | |
| Inventory | $241M | $183M | $176M | $183M | $134M | $92M | $64M | $70M | $36M | $17M | $13M | $37M | |
| Other Current Assets | $124M | $111M | $87M | $46M | $21M | $21M | $22M | $6M | $10M | $6M | $2M | $4M | |
| Current Assets | $1.09B | $900M | $917M | $899M | $926M | $925M | $792M | $635M | $519M | $385M | $448M | $371M | |
| PP&E (Net) | $215M | $195M | $175M | $143M | $129M | $102M | $88M | $70M | $56M | $27M | $22M | $20M | |
| PP&E (Gross) | $404M | $365M | $319M | $261M | $221M | $175M | $145M | $115M | $93M | $59M | $50M | $45M | |
| Accum. Depreciation | $189M | $170M | $144M | $117M | $92M | $72M | $57M | $45M | $36M | $32M | $28M | $25M | |
| Goodwill | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | · | · | |
| Intangibles | $57M | $74M | $90M | $38M | $50M | $70M | $91M | $111M | $132M | $152M | $72M | $83M | |
| Other Non-current Assets | $129M | $107M | $105M | $110M | $136M | $103M | $86M | $65M | $604.0K | $307.0K | $174.0K | $425.0K | |
| Total Assets | $1.96B | $1.83B | $1.67B | $1.53B | $1.47B | $1.27B | $1.12B | $933M | $780M | $628M | $559M | $490M | |
| Accounts Payable | $23M | $37M | $11M | $10M | $15M | $14M | $13M | $11M | $14M | $8M | $7M | $9M | |
| Accrued Liabilities | $53M | $46M | $52M | $51M | $45M | $41M | $49M | $36M | $35M | $20M | $17M | $15M | |
| Current Liabilities | $108M | $125M | $119M | $136M | $188M | $165M | $162M | $133M | $64M | $40M | $35M | $27M | |
| Capital Leases | $19M | $19M | $23M | $29M | $27M | $7M | $7M | · | · | · | · | · | |
| Other Non-current Liabilities | $36M | $35M | $39M | $44M | $76M | $56M | $49M | $24M | · | · | · | · | |
| Total Liabilities | $203M | $216M | $222M | $257M | $367M | $357M | $309M | $243M | $121M | $99M | $93M | $41M | |
| Common Stock | $489.0K | $488.0K | $487.0K | $491.0K | $491.0K | $490.0K | $489.0K | $487.0K | $485.0K | $483.0K | $482.0K | $471.0K | |
| Paid-in Capital | $745M | $724M | $700M | $681M | $659M | $636M | $620M | $617M | $611M | $604M | $590M | $581M | |
| Retained Earnings | $1.09B | $935M | $790M | $653M | $500M | $354M | $249M | $130M | $99M | $-26M | $-74M | $-88M | |
| Treasury Stock | $75M | $41M | $41M | $41M | $41M | $41M | $41M | $41M | $40M | $40M | $40M | $40M | |
| AOCI | $781.0K | $-1M | $-1M | $-18M | $-18M | $-36M | $-17M | $-16M | $-11M | $-11M | $-10M | $-4M | |
| Stockholders' Equity | $1.76B | $1.62B | $1.45B | $1.28B | $1.10B | $913M | $811M | $691M | $659M | $528M | $467M | $449M | |
| Liabilities + Equity | $1.96B | $1.83B | $1.67B | $1.53B | $1.47B | $1.27B | $1.12B | $933M | $780M | $628M | $559M | $490M | |
| Shares Outstanding | 47,259,748 | 47,468,893 | 47,365,378 | 47,770,382 | 47,700,276 | 47,647,828 | 47,486,545 | 47,319,887 | 47,118,171 | 46,913,127 | 46,774,360 | 47,061,826 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $28M | $30M | $24M | $30M | $35M | $27M | $16M | $12M | $12M | $11M | $9M | $7M | |
| Deferred Tax | $-1M | $-19M | $-4M | $-27M | $2M | $-4M | $-6M | $-13M | $24M | $3M | $7M | $9M | |
| Amort. of Intangibles | $18M | $18M | $16M | $17M | $22M | $22M | $22M | $22M | $22M | $16M | $11M | $11M | |
| Operating Cash Flow | $211M | $254M | $155M | $127M | $191M | $149M | $194M | $122M | $133M | $80M | $114M | $47M | |
| CapEx | $56M | $43M | $60M | $42M | $43M | $28M | $30M | $25M | $30M | $7M | $5M | $6M | |
| Investing Cash Flow | $-45M | $-164M | $-83M | $-281M | $-458M | $391M | $-239M | $-21M | $-126M | $-38M | $-59M | $-42M | |
| Stock Issued | $2M | $2M | $2M | $2M | $2M | $1M | $889.0K | $798.0K | $734.0K | $439.0K | $354.0K | $328.0K | |
| Stock Repurchased | $33M | $0 | $0 | · | $0 | $0 | $649.0K | $477.0K | · | · | $0 | $30M | |
| Net Stock Activity | $-31M | $2M | $2M | $2M | $2M | $1M | · | $321.0K | $734.0K | $439.0K | $354.0K | $-29M | |
| Dividends Paid | $86M | $76M | $67M | $57M | $38M | $28M | $19M | $11M | $6M | · | · | · | |
| Financing Cash Flow | $-126M | $-82M | $-73M | $-65M | $-51M | $-42M | $-35M | $-23M | $-14M | $-14.0K | $-3M | $-30M | |
| Net Change in Cash | $39M | $7M | $-1M | $-219M | $-318M | $498M | $-79M | $78M | $-7M | $42M | $52M | $-25M | |
| Taxes Paid | $71M | $72M | $96M | $72M | $53M | $36M | $47M | $18M | $23M | $13M | $10M | $8M | |
| Free Cash Flow | $154M | $211M | $95M | $84M | $148M | $121M | · | $96M | $104M | $73M | $109M | $41M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $108M | $41M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 76.3% | 77.1% | 76.5% | 79.3% | 79.2% | 80.1% | · | 78.4% | 83.7% | 86.8% | · | · | |
| Operating Margin | 38.2% | 36.9% | 37.7% | 43.3% | 41.1% | 36.7% | · | 22.9% | 43.6% | 34.4% | 16.9% | 30.7% | |
| Net Margin | 37.2% | 34.3% | 35.2% | 34.1% | 33.3% | 31.1% | · | 23.8% | 30.9% | 24.2% | 7.7% | 21.9% | |
| Pretax Margin | 45.3% | 42.0% | 42.5% | 43.5% | 41.2% | 38.1% | · | 26.0% | 44.5% | 34.5% | 17.3% | 31.1% | |
| EBITDA Margin | 38.2% | 36.9% | 37.7% | 43.3% | 41.1% | 36.7% | · | 22.9% | 43.6% | 34.4% | 16.9% | 30.7% | |
| ROA | 12.8% | 12.7% | 12.7% | 14.0% | 13.5% | 11.2% | · | 6.9% | 14.8% | 8.1% | 2.8% | 8.8% | |
| ROE | 13.9% | 13.9% | 14.3% | 16.9% | 17.2% | 14.9% | · | 8.6% | 17.5% | 9.7% | 3.2% | 9.6% | |
| ROIC | 11.6% | 12.1% | 12.4% | 16.4% | 16.7% | 14.1% | · | 7.5% | 15.4% | 9.1% | 3.1% | 9.2% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 10.1 | 7.2 | 7.7 | 6.6 | 4.9 | 5.6 | · | 4.8 | 8.1 | 9.6 | 13.0 | 13.8 | |
| Quick Ratio | 6.7 | 4.8 | 5.5 | 4.9 | 4.1 | 4.9 | · | 4.2 | 7.4 | 8.8 | 12.2 | 11.6 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | 597.7 | 837.4 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | · | 0.3 | 0.5 | 0.3 | 0.4 | 0.4 | |
| Inventory Turnover | 0.7 | 0.8 | 0.8 | 0.8 | 1.0 | 1.1 | · | 1.0 | 2.0 | 1.7 | 2.5 | 1.7 | |
| Receivables Turnover | 5.6 | 5.1 | 5.0 | 6.2 | 5.8 | 6.0 | · | 5.2 | 8.7 | 8.0 | 8.2 | 10.1 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $37.26 | $34.05 | $30.55 | $26.70 | $23.06 | $19.16 | · | $14.59 | $13.99 | $11.26 | $9.70 | $9.54 | |
| Revenue / Share | $13.65 | $13.59 | $12.10 | $12.99 | $11.69 | $9.08 | · | $5.28 | $7.17 | $4.27 | $4.02 | $4.09 | |
| Cash Flow / Share | $4.42 | $5.32 | $3.25 | $2.67 | $4.03 | $3.15 | · | $2.60 | $2.85 | $1.73 | $2.39 | $1.01 | |
| Cash / Share | $2.93 | $2.09 | $1.94 | $1.96 | $6.54 | $13.22 | · | $4.46 | $2.82 | $2.97 | $2.03 | $0.97 | |
| Dividend / Share | $1.80 | $1.60 | $1.40 | $1.20 | $0.80 | $0.60 | $0.40 | $0.24 | $0.12 | · | · | · | |
| Dividend Paid / Share | $1.80 | $1.60 | $1.40 | $1.20 | · | $0.60 | $0.40 | $0.24 | $0.12 | · | · | · | |
| EPS (TTM) | $5.08 | $4.65 | $4.24 | $4.40 | $3.87 | $2.80 | $2.92 | $1.24 | $2.18 | $1.02 | $2.18 | $0.90 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.45% | 12.4% | -6.5% | 11.4% | 29.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.8% | 5.4% | 10.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 9.2% | 9.7% | -3.6% | 13.7% | 38.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 4.9% | 6.3% | 14.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 9.0% | 9.4% | -3.4% | 14.0% | 38.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 4.8% | 6.4% | 15.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 24.6% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $651M | $648M | $576M | $617M | $554M | $429M | $405M | $247M | $336M | $199M | $191M | $191M | |
| Net Income TTM | $242M | $222M | $203M | $210M | $184M | $133M | $138M | $59M | $104M | $48M | $104M | $42M | |
| Market Cap | $5.52B | $6.94B | $9.06B | $5.16B | $7.87B | $10.95B | · | $4.43B | $8.13B | $2.64B | $2.62B | $1.31B | |
| P/E | 23.0 | 31.4 | 45.1 | 24.6 | 42.6 | 82.1 | 70.6 | 75.5 | 79.2 | 55.2 | 25.0 | 30.8 | |
| P/S | 8.5 | 10.7 | 15.7 | 8.4 | 14.2 | 25.5 | · | 17.9 | 24.2 | 13.3 | 13.7 | 6.8 | |
| P/B | 3.1 | 4.3 | 6.3 | 4.0 | 7.2 | 12.0 | · | 6.4 | 12.3 | 5.0 | 5.6 | 2.9 | |
| P / Tangible Book | 3.3 | 4.5 | 6.8 | 4.2 | 7.6 | 13.2 | · | · | · | · | · | · | |
| P / Cash Flow | 26.2 | 27.4 | 58.5 | 40.7 | 41.2 | 73.6 | · | 36.4 | 61.0 | 32.9 | 23.1 | 27.6 | |
| P / FCF | 35.8 | 32.9 | 95.4 | 61.2 | 53.2 | 90.6 | · | 45.9 | 78.6 | 36.2 | 24.1 | 31.8 | |
| Dividend Yield | 1.6% | 1.1% | 0.74% | 1.1% | 0.48% | 0.26% | · | 0.26% | 0.07% | · | · | · | |
| Earnings Yield | 4.3% | 3.2% | 2.2% | 4.1% | 2.4% | 1.2% | 1.4% | 1.3% | 1.3% | 1.8% | 4.0% | 3.2% | |
| Payout Ratio | 35.3% | 34.3% | 32.9% | 27.1% | 20.6% | 21.3% | · | 19.2% | 5.4% | · | · | · | |
| Annual Payout | $86M | $76M | $67M | $57M | $38M | $28M | $19M | $11M | $6M | · | · | · |
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 | $152M | $142M | $173M | $140M | $172M | $166M | $162M | $162M | $159M | $165M | $158M | $141M | $147M | $130M | $169M | $161M | |
| Cost of Revenue | $37M | $36M | $41M | $35M | $39M | $38M | $37M | $36M | $38M | $37M | $36M | $34M | $32M | $33M | $30M | $37M | |
| Gross Profit | $115M | $106M | $132M | $104M | $133M | $128M | $125M | $126M | $120M | $128M | $122M | $107M | $114M | $97M | $139M | $123M | |
| R&D Expense | $35M | $35M | $39M | $36M | $36M | $35M | $46M | $36M | $37M | $38M | $34M | $33M | $32M | $31M | $32M | $30M | |
| SG&A Expense | $19M | $20M | $19M | $18M | $20M | $17M | $20M | $16M | $20M | $19M | $17M | $18M | $17M | $15M | $19M | $18M | |
| Operating Expenses | $62M | $63M | $64M | $61M | $64M | $58M | $72M | $59M | $64M | $65M | $58M | $58M | $56M | $52M | $56M | $55M | |
| Operating Income | $54M | $43M | $67M | $43M | $69M | $70M | $52M | $67M | $56M | $63M | $65M | $48M | $59M | $45M | $83M | $68M | |
| Other Non-op | $-1M | $-6M | $-395.0K | $952.0K | $6M | $378.0K | $-8M | $4M | $-1M | $-2M | $3M | $-2M | $-784.0K | $-703.0K | $-6M | $-804.0K | |
| Pretax Income | $61M | $45M | $77M | $54M | $84M | $80M | $55M | $81M | $65M | $70M | $76M | $54M | $64M | $52M | $81M | $70M | |
| Income Tax | $12M | $9M | $10M | $10M | $17M | $16M | $9M | $15M | $13M | $14M | $14M | $2M | $14M | $12M | $16M | $17M | |
| Net Income | $49M | $36M | $66M | $44M | $67M | $64M | $46M | $67M | $52M | $57M | $62M | $52M | $50M | $40M | $65M | $53M | |
| EPS (Basic) | $1.06 | $0.76 | $1.40 | $0.93 | $1.41 | $1.35 | $0.97 | $1.40 | $1.10 | $1.19 | $1.30 | $1.08 | $1.04 | $0.83 | $1.37 | $1.12 | |
| EPS (Diluted) | $1.06 | $0.76 | $1.40 | $0.92 | $1.41 | $1.35 | $0.96 | $1.40 | $1.10 | $1.19 | $1.29 | $1.08 | $1.04 | $0.83 | $1.36 | $1.12 | |
| Shares (Basic) | 46,653,464 | 47,078,940 | · | 47,554,970 | 47,593,660 | 47,567,295 | · | 47,542,114 | 47,549,843 | 47,557,959 | · | 47,570,099 | 47,572,971 | 47,523,593 | · | 47,396,495 | |
| Shares (Diluted) | 46,682,123 | 47,205,952 | · | 47,676,500 | 47,674,886 | 47,689,657 | · | 47,669,439 | 47,628,113 | 47,628,492 | · | 47,632,431 | 47,618,115 | 47,567,007 | · | 47,466,934 | |
| EBITDA | $54M | $43M | · | $43M | $69M | $70M | · | $67M | $56M | $63M | · | $48M | $59M | $45M | · | $68M |
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 | $121M | $159M | $138M | $122M | $96M | $157M | $99M | $80M | $93M | $74M | · | $79M | $93M | $158M | · | $188M | |
| Short-term Investments | $351M | $357M | $464M | $481M | $429M | $414M | $394M | $472M | $438M | $465M | · | $412M | $466M | $488M | · | $501M | |
| Receivables | $126M | $94M | $120M | $74M | $147M | $140M | $114M | $88M | $124M | $120M | · | $122M | $109M | $93M | · | $78M | |
| Inventory | $250M | $248M | $241M | $213M | $208M | $197M | $183M | $176M | $172M | $173M | · | $181M | $176M | $174M | · | $180M | |
| Other Current Assets | $95M | $74M | $124M | $148M | $130M | $110M | $111M | $127M | $133M | $89M | · | $83M | $34M | $37M | · | $30M | |
| Current Assets | $942M | $932M | $1.09B | $1.04B | $1.01B | $1.02B | $900M | $942M | $959M | $921M | · | $879M | $878M | $950M | · | $977M | |
| PP&E (Net) | $210M | $213M | $215M | $210M | $205M | $196M | $195M | $191M | $185M | $176M | · | $175M | $158M | $145M | · | $138M | |
| PP&E (Gross) | $414M | $410M | $404M | $392M | $380M | $364M | $365M | $350M | $339M | $325M | · | $312M | $288M | $269M | · | $248M | |
| Accum. Depreciation | $205M | $197M | $189M | $182M | $175M | $168M | $170M | $159M | $154M | $149M | · | $137M | $130M | $123M | · | $110M | |
| Goodwill | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | · | $16M | $16M | $16M | · | $16M | |
| Intangibles | $96M | $102M | $57M | $61M | $65M | $69M | $74M | $78M | $82M | $86M | · | $95M | $98M | $36M | · | $41M | |
| Other Non-current Assets | $130M | $129M | $129M | $119M | $115M | $109M | $107M | $110M | $99M | $102M | · | $101M | $102M | $104M | · | $133M | |
| Total Assets | $1.89B | $1.89B | $1.96B | $1.95B | $1.93B | $1.86B | $1.83B | $1.81B | $1.78B | $1.68B | · | $1.62B | $1.54B | $1.54B | · | $1.53B | |
| Accounts Payable | $19M | $17M | $23M | $35M | $38M | $28M | $37M | $25M | $24M | $13M | · | $21M | $7M | $10M | · | $13M | |
| Accrued Liabilities | $40M | $40M | $53M | $43M | $44M | $35M | $46M | $53M | $59M | $42M | · | $38M | $35M | $25M | · | $50M | |
| Current Liabilities | $111M | $98M | $108M | $109M | $126M | $113M | $125M | $131M | $152M | $95M | · | $131M | $81M | $115M | · | $138M | |
| Capital Leases | $17M | $18M | $19M | $20M | $18M | $19M | $19M | $20M | $21M | $22M | · | $23M | $27M | $28M | · | $25M | |
| Other Non-current Liabilities | $34M | $34M | $36M | $37M | $34M | $35M | $35M | $36M | $37M | $38M | · | $39M | $42M | $43M | · | $86M | |
| Total Liabilities | $204M | $191M | $203M | $203M | $217M | $205M | $216M | $224M | $250M | $199M | · | $241M | $202M | $236M | · | $318M | |
| Common Stock | $491.0K | $490.0K | $489.0K | $489.0K | $489.0K | $489.0K | $488.0K | $488.0K | $488.0K | $488.0K | · | $487.0K | $487.0K | $487.0K | · | $491.0K | |
| Paid-in Capital | $751M | $745M | $745M | $739M | $732M | $722M | $724M | $717M | $712M | $703M | · | $694M | $687M | $679M | · | $675M | |
| Retained Earnings | $1.13B | $1.10B | $1.09B | $1.05B | $1.02B | $978M | $935M | $908M | $860M | $827M | · | $744M | $709M | $676M | · | $602M | |
| Treasury Stock | $191M | $142M | $75M | $41M | $41M | $41M | $41M | $41M | $41M | $41M | · | $41M | $41M | $41M | · | $41M | |
| AOCI | $-5M | $-3M | $781.0K | $919.0K | $153.0K | $294.0K | $-1M | $3M | $-5M | $-4M | · | $-15M | $-16M | $-15M | · | $-25M | |
| Stockholders' Equity | $1.68B | $1.70B | $1.76B | $1.74B | $1.71B | $1.66B | $1.62B | $1.59B | $1.53B | $1.48B | $1.45B | $1.38B | $1.34B | $1.30B | $1.28B | $1.21B | |
| Liabilities + Equity | $1.89B | $1.89B | $1.96B | $1.95B | $1.93B | $1.86B | $1.83B | $1.81B | $1.78B | $1.68B | · | $1.62B | $1.54B | $1.54B | · | $1.53B | |
| Shares Outstanding | 46,231,008 | 46,750,443 | 47,259,748 | 47,542,245 | 47,534,071 | 47,571,776 | 47,468,893 | 47,461,274 | 47,448,625 | 47,439,316 | · | 47,354,882 | 47,341,284 | 47,331,819 | · | 47,762,877 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $5M | $8M | $5M | $6M | $9M | $7M | $6M | $5M | $9M | $9M | $5M | $8M | $7M | $4M | $7M | $8M | |
| Deferred Tax | $-345.0K | $3.0K | $-2M | $6M | $-2M | $-3M | $-6M | $-5M | $-3M | $-4M | $-11M | $20M | $-7M | $-6M | $-19M | $-6M | |
| Amort. of Intangibles | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $3M | $3M | $4M | |
| Operating Cash Flow | $25M | $109M | $31M | $97M | $52M | $31M | $35M | $80M | $67M | $72M | $37M | $60M | $10M | $48M | $3M | $38M | |
| CapEx | $5M | $9M | $16M | $13M | $14M | $13M | $13M | $14M | $9M | $7M | $8M | $25M | $18M | $9M | $11M | $10M | |
| Investing Cash Flow | $7M | $10M | $40M | $-50M | $-93M | $58M | $3M | $-74M | $-29M | $-64M | $-8M | $-58M | $-58M | $41M | $-83M | $-50M | |
| Stock Issued | $463.0K | $578.0K | $403.0K | $543.0K | $495.0K | $579.0K | $444.0K | $589.0K | $548.0K | $639.0K | $480.0K | $561.0K | $453.0K | $518.0K | $323.0K | $400.0K | |
| Stock Repurchased | $48M | $67M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-67M | · | · | · | $579.0K | · | · | · | $639.0K | · | · | · | $518.0K | · | · | |
| Dividends Paid | $23M | $23M | $21M | $21M | $21M | $21M | $18M | $19M | $19M | $20M | $17M | $17M | $17M | $17M | $14M | $14M | |
| Financing Cash Flow | $-71M | $-98M | $-54M | $-21M | $-21M | $-30M | $-18M | $-19M | $-19M | $-26M | $-16M | $-17M | $-16M | $-23M | $-14M | $-14M | |
| Net Change in Cash | $-39M | $21M | $17M | $26M | $-62M | $58M | $19M | $-13M | $19M | $-18M | $13M | $-14M | $-65M | $65M | $-94M | $-26M | |
| Taxes Paid | $-30M | $38M | $17M | $8M | $43M | $2M | $11M | $14M | $42M | $5M | $15M | $21M | $55M | $5M | $30M | $16M | |
| Free Cash Flow | · | $100M | · | · | · | $18M | · | · | · | $65M | · | · | · | $39M | · | · |
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 | 75.8% | 74.6% | · | 74.6% | 77.2% | 77.1% | · | 77.8% | 75.8% | 77.6% | · | 75.7% | 78.1% | 74.7% | · | 76.7% | |
| Operating Margin | 35.3% | 30.1% | · | 30.9% | 39.9% | 41.9% | · | 41.5% | 35.6% | 38.0% | · | 34.3% | 40.0% | 34.8% | · | 42.6% | |
| Net Margin | 32.5% | 25.2% | · | 31.5% | 39.1% | 38.8% | · | 41.4% | 33.0% | 34.4% | · | 36.5% | 33.9% | 30.5% | · | 33.3% | |
| Pretax Margin | 40.1% | 31.9% | · | 38.8% | 48.8% | 48.2% | · | 50.4% | 40.9% | 42.7% | · | 38.2% | 43.7% | 39.6% | · | 43.7% | |
| EBITDA Margin | 35.3% | 30.1% | · | 30.9% | 39.9% | 41.9% | · | 41.5% | 35.6% | 38.0% | · | 34.3% | 40.0% | 34.8% | · | 42.6% | |
| ROA | 2.6% | 1.9% | · | 2.3% | 3.6% | 3.6% | · | 3.9% | 3.2% | 3.5% | · | 3.3% | 3.3% | 2.6% | · | 3.6% | |
| ROE | 2.9% | 2.1% | · | 2.6% | 4.2% | 4.1% | · | 4.5% | 3.6% | 4.1% | · | 4.0% | 4.0% | 3.3% | · | 4.8% | |
| ROIC | 2.6% | 2.0% | · | 2.0% | 3.2% | 3.4% | · | 3.5% | 3.0% | 3.4% | · | 3.4% | 3.4% | 2.7% | · | 4.3% |
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 | 8.5 | 9.5 | · | 9.5 | 8.1 | 9.0 | · | 7.2 | 6.3 | 9.7 | · | 6.7 | 10.9 | 8.3 | · | 7.1 | |
| Quick Ratio | 5.4 | 6.2 | · | 6.2 | 5.4 | 6.3 | · | 4.9 | 4.3 | 6.9 | · | 4.7 | 8.3 | 6.4 | · | 5.5 |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.1 | 1.2 | · | 1.7 | 1.3 | 1.3 | · | 1.5 | 1.4 | 1.6 | · | 1.4 | 1.6 | 1.3 | · | 1.8 |
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 | $36.42 | $36.45 | · | $36.70 | $36.07 | $34.88 | · | $33.43 | $32.18 | $31.30 | · | $29.19 | $28.28 | $27.45 | · | $25.37 | |
| Revenue / Share | $3.26 | $3.01 | · | $2.93 | $3.60 | $3.49 | · | $3.39 | $3.33 | $3.47 | · | $2.96 | $3.08 | $2.74 | · | $3.38 | |
| Cash Flow / Share | · | $2.31 | · | · | · | $0.64 | · | · | · | $1.51 | · | · | · | $1.00 | · | · | |
| Cash / Share | $2.61 | $3.41 | · | $2.56 | $2.02 | $3.31 | · | $1.68 | $1.96 | $1.56 | · | $1.68 | $1.97 | $3.34 | · | $3.93 | |
| Dividend / Share | $0.50 | $0.50 | $0.45 | $0.45 | $0.45 | $0.45 | $0.40 | $0.40 | $0.40 | $0.40 | $0.35 | $0.35 | $0.35 | $0.35 | $0.30 | $0.30 | |
| Dividend Paid / Share | $0.50 | $0.50 | $0.45 | $0.45 | $0.45 | $0.45 | · | $0.40 | $0.40 | $0.40 | · | $0.35 | $0.35 | $0.35 | · | $0.30 | |
| EPS (TTM) | $4.14 | $4.49 | · | $4.64 | $5.12 | $4.81 | · | $4.98 | $4.66 | $4.60 | · | $4.31 | $4.35 | $4.18 | · | $4.01 |
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 | $607M | $627M | · | $640M | $662M | $649M | · | $644M | $623M | $611M | · | $587M | $607M | $597M | · | $594M | |
| Net Income TTM | $196M | $214M | · | $222M | $245M | $230M | · | $238M | $223M | $220M | · | $206M | $208M | $200M | · | $191M | |
| Market Cap | $4.00B | $4.29B | · | $6.83B | $7.34B | $6.64B | · | $9.96B | $9.98B | $7.99B | · | $7.43B | $6.82B | $7.34B | · | $4.51B | |
| P/E | 20.9 | 20.4 | · | 31.0 | 30.2 | 29.0 | · | 42.1 | 45.1 | 36.6 | · | 36.4 | 33.1 | 37.1 | · | 23.5 | |
| P/S | 6.6 | 6.8 | · | 10.7 | 11.1 | 10.2 | · | 15.5 | 16.0 | 13.1 | · | 12.7 | 11.2 | 12.3 | · | 7.6 | |
| P/B | 2.4 | 2.5 | · | 3.9 | 4.3 | 4.0 | · | 6.3 | 6.5 | 5.4 | · | 5.4 | 5.1 | 5.7 | · | 3.7 | |
| P / Tangible Book | 2.5 | 2.7 | · | 4.1 | 4.5 | 4.2 | · | 6.7 | 7.0 | 5.8 | · | 5.8 | 5.6 | 5.9 | · | 3.9 | |
| P / Cash Flow | · | 39.4 | · | · | · | 217.1 | · | · | · | 110.7 | · | · | · | 154.2 | · | · | |
| Dividend Yield | 2.2% | 2.0% | · | 1.2% | 1.1% | 1.2% | · | 0.75% | 0.72% | 0.87% | · | 0.87% | 0.91% | 0.81% | · | 1.2% | |
| Earnings Yield | 4.8% | 4.9% | · | 3.2% | 3.3% | 3.5% | · | 2.4% | 2.2% | 2.7% | · | 2.8% | 3.0% | 2.7% | · | 4.2% | |
| Payout Ratio | · | 65.4% | · | · | · | 33.2% | · | · | · | 34.4% | · | · | · | 42.1% | · | · | |
| Annual Payout | $89M | $88M | · | $83M | $80M | $78M | · | $74M | $72M | $69M | · | $64M | $62M | $60M | · | $52M |
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 | $651M | $648M | $576M | $617M | $554M |
| Margen Bruto % | 76.3% | 77.1% | 76.5% | 79.3% | 79.2% |
| Margen Operativo % | 38.2% | 36.9% | 37.7% | 43.3% | 41.1% |
| Beneficio neto | $242M | $222M | $203M | $210M | $184M |
| EPS Diluido | $5.08 | $4.65 | $4.24 | $4.40 | $3.87 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 10.1 | 7.2 | 7.7 | 6.6 | 4.9 |
| Ratio Rápido | 6.7 | 4.8 | 5.5 | 4.9 | 4.1 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $154M | $211M | $95M | $84M | $148M |
Propietarios institucionales (13F) 487 declarantes · $4.4B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 57 (-26 vs trimestre anterior) | 65 (-13 vs trimestre anterior) | 168 (0 vs trimestre anterior) | 163 (+10 vs trimestre anterior) | +3.6M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $589 456 509 | 5 047 581 | 13,34% | Acciones |
| BlackRock, Inc. | $373 930 997 | 4 318 409 | 8,46% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $257 259 410 | 2 971 006 | 5,82% | Acciones |
| STATE STREET CORP | $190 250 612 | 2 197 143 | 4,31% | Acciones |
| PRIMECAP MANAGEMENT CO/CA/ | $190 135 882 | 2 195 818 | 4,30% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $187 575 342 | 2 166 247 | 4,25% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $172 045 498 | 1 986 898 | 3,89% | Acciones |
| FIRST TRUST ADVISORS LP | $127 450 759 | 1 471 891 | 2,88% | Acciones |
| MARSHALL WACE, LLP | $116 039 865 | 1 340 107 | 2,63% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $111 962 249 | 1 292 818 | 2,53% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $107 506 456 | 1 172 883 | 2,43% | Acciones |
| JPMORGAN CHASE & CO | $74 792 457 | 864 985 | 1,69% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $74 007 500 | 854 695 | 1,67% | Acciones |
| FRANKLIN RESOURCES INC | $71 103 119 | 821 147 | 1,61% | Acciones |
| XXEC, Inc. | $63 716 093 | 703 521 | 1,44% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $63 048 627 | 728 128 | 1,43% | Acciones |
| SORA INVESTORS LLC | $60 713 704 | 701 163 | 1,37% | Acciones |
| BROWN ADVISORY INC | $60 060 824 | 693 623 | 1,36% | Acciones |
| MORGAN STANLEY | $58 008 911 | 669 924 | 1,31% | Acciones |
| NORGES BANK | $50 356 068 | 581 546 | 1,14% | Acciones |
| Copeland Capital Management, LLC | $47 962 250 | 553 900 | 1,09% | Acciones |
| WELLS FARGO & COMPANY/MN | $40 372 881 | 466 254 | 0,91% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $39 799 015 | 459 626 | 0,90% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39 185 353 | 452 539 | 0,89% | Acciones |
| Amundi | $38 199 078 | 440 998 | 0,86% | Acciones |
| UBS Group AG | $37 329 122 | 431 102 | 0,84% | Acciones |
| NORTHERN TRUST CORP | $35 756 042 | 412 935 | 0,81% | Acciones |
| CITADEL ADVISORS LLC | $35 394 182 | 408 756 | 0,80% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $31 796 368 | 367 206 | 0,72% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $31 580 987 | 364 719 | 0,71% | Acciones |
| Bank of New York Mellon Corp | $27 720 671 | 320 137 | 0,63% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $26 195 047 | 302 518 | 0,59% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $25 065 727 | 289 476 | 0,57% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $24 574 165 | 283 800 | 0,56% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $23 915 465 | 276 192 | 0,54% | Acciones |
| MACKENZIE FINANCIAL CORP | $22 158 814 | 255 905 | 0,50% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $22 066 509 | 254 839 | 0,50% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $21 597 797 | 249 426 | 0,49% | Acciones |
| GOLDMAN SACHS GROUP INC | $21 392 638 | 247 056 | 0,48% | Acciones |
| JANUS HENDERSON GROUP PLC | $20 664 782 | 225 635 | 0,47% | Acciones |
| AVENIR CORP | $19 743 732 | 228 014 | 0,45% | Acciones |
| Invesco Ltd. | $19 619 648 | 226 581 | 0,44% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $19 293 136 | 222 809 | 0,44% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $16 606 230 | 191 780 | 0,38% | Acciones |
| GRIFFIN ASSET MANAGEMENT, INC. | $16 375 113 | 189 111 | 0,37% | Acciones |
| CITIGROUP INC | $15 874 804 | 183 333 | 0,36% | Acciones |
| STIFEL FINANCIAL CORP | $14 791 999 | 170 826 | 0,33% | Acciones |
| BANK OF AMERICA CORP /DE/ | $14 591 889 | 168 517 | 0,33% | Acciones |
| RHUMBLINE ADVISERS | $14 091 266 | 162 736 | 0,32% | Acciones |
| Triodos Investment Management BV | $13 940 990 | 161 000 | 0,32% | Acciones |
Informantes de la empresa 21 insiders · 7 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Steven V Abramson | President and CEO | 7 de mayo de 2026 P | 296 589 | 3 | 0 | $1 027 770 |
| Brian Millard | VP/CFO | 7 de marzo de 2026 F | 22 028 | 0 | 0 | $0 |
| Mauro Premutico | SVP & CLO | 7 de mayo de 2026 P | 52 481 | 3 | 0 | $345 035 |
| Janice M Dufour | SVP of Tech Commercialization | 7 de marzo de 2026 F | 64 946 | 0 | 0 | $0 |
| Julia J Brown | EVP & Chief Technical Officer | 7 de marzo de 2026 F | 95 952 | 0 | 0 | $0 |
| Sherwin I Seligsohn | Chairman of Board and Founder | 5 de abril de 2022 F | 89 137 | 0 | 0 | $0 |
| Michael G Hack | GM OLED Lighting & Displays,VP | 24 de junio de 2014 S | 33 187 | 0 | 0 | $0 |
| April Walker | Consejero | 30 de septiembre de 2026 A | 2 736 | 0 | 0 | $0 |
| Nigel Brown | Consejero | 30 de septiembre de 2026 A | 3 771 | 0 | 0 | $0 |
| Joan Lau | Consejero | 30 de septiembre de 2026 A | 3 771 | 0 | 0 | $0 |
| Celia M Joseph | Consejero | 30 de septiembre de 2026 A | 9 318 | 0 | 0 | $0 |
| Cynthia Jane Comparin | Consejero | 30 de septiembre de 2026 A | 9 318 | 0 | 0 | $0 |
| Richard C Elias | Consejero | 30 de septiembre de 2026 A | 1 455 | 1 | 0 | $92 840 |
| Sidney D Rosenblatt | Consejero | 30 de septiembre de 2026 A | 138 094 | 0 | 0 | $0 |
| GEMMILL ELIZABETH H | Consejero | 30 de septiembre de 2026 A | 100 762 | 0 | 0 | $0 |
| Keith C Hartley | Consejero | 30 de septiembre de 2026 A | 85 208 | 0 | 0 | $0 |
| Lawrence Lacerte | Consejero | 30 de septiembre de 2026 A | 114 951 | 0 | 2 | $-422 092 |
| Rosemarie B Greco | Consejero | 7 de mayo de 2019 S | 6 793 | 0 | 0 | $0 |
| Leonard Becker | Consejero | 24 de mayo de 2017 S | 13 750 | 0 | 0 | $0 |
| Scott Seligsohn | Propietario del 10% | 14 de diciembre de 2007 M | 203 492 | 0 | 0 | $0 |
| DISCOVERY GLOBAL OPPORTUNITY MASTER FUND, LTD | · | 31 de marzo de 2015 S | 4 483 736 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 78 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 |
|---|---|---|---|---|
| ETEC · iShares Trust | 6,43% | 3 193 SH | 11 de septiembre de 2026 | Diario |
| PBW · Invesco Exchange-Traded Fund Trust | 1,44% | 62 666 SH | 2 de octubre de 2026 | Diario |
| FXL · First Trust Exchange-Traded AlphaDE… | 0,92% | 294 642 NS | 31 de julio de 2026 | N-PORT |
| PBD · Invesco Exchange-Traded Fund Trust … | 0,87% | 12 918 SH | 2 de octubre de 2026 | Diario |
| VFMV · VANGUARD WELLINGTON FUND | 0,72% | 34 566 SH | 19 de agosto de 2026 | Diario |
| SMDX · Tidal Trust III | 0,65% | 10 490 NS | 31 de julio de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,58% | 65 722 NS | 31 de julio de 2026 | N-PORT |
| QQQS · Invesco Exchange-Traded Fund Trust … | 0,49% | 1 441 SH | 2 de octubre de 2026 | Diario |
| COWG · Pacer Funds Trust | 0,45% | 124 907 NS | 31 de julio de 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,42% | 56 NS | 31 de julio de 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,39% | 11 226 NS | 31 de julio de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,28% | 47 581 NS | 31 de julio de 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,19% | 5 876 NS | 31 de julio de 2026 | N-PORT |
| DIVB · iShares Trust | 0,16% | 40 615 SH | 11 de septiembre de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,16% | 53 458 SH | 2 de octubre de 2026 | Diario |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 16 134 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,15% | 1 662 NS | 31 de julio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 12 705 NS | 31 de julio de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,13% | 128 165 NS | 31 de julio de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,12% | 20 918 SH | 19 de agosto de 2026 | Diario |
| TDVI · First Trust Exchange-Traded Fund IV | 0,12% | 7 732 NS | 31 de julio de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,12% | 2 483 NS | 31 de julio de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,11% | 6 026 SH | 2 de octubre de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,11% | 589 574 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,10% | 70 152 SH | 19 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,10% | 4 795 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,09% | 18 876 SH | 19 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,08% | 26 486 NS | 31 de julio de 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 83 289 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,07% | 638 NS | 31 de julio de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 6 230 SH | 2 de octubre de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,05% | 125 606 NS | 31 de julio de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,05% | 1 017 182 SH | 19 de agosto de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,05% | 998 017 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,05% | 16 915 SH | 11 de septiembre de 2026 | Diario |
| SMMD · iShares Trust | 0,05% | 23 063 SH | 11 de septiembre de 2026 | Diario |
| ISCG · iShares Trust | 0,05% | 5 760 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 498 501 SH | 19 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,04% | 72 256 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,04% | 2 508 NS | 31 de julio de 2026 | N-PORT |
| IWS · iShares Trust | 0,03% | 63 907 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,03% | 2 757 SH | 11 de septiembre de 2026 | Diario |
| PEXL · Pacer Funds Trust | 0,03% | 193 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,03% | 177 690 SH | 11 de septiembre de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,02% | 3 949 SH | 2 de octubre de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,02% | 170 386 SH | 19 de agosto de 2026 | Diario |
| DGRO · iShares Trust | 0,02% | 100 081 SH | 11 de septiembre de 2026 | Diario |
| IYW · iShares Trust | 0,02% | 53 266 SH | 11 de septiembre de 2026 | Diario |
| IGM · iShares Trust | 0,02% | 20 437 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,01% | 28 322 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 3 002 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 60 515 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1 408 278 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 7 445 SH | 19 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 25 989 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 3 678 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 9 723 SH | 19 de agosto de 2026 | Diario |
| IWD · iShares Trust | 0,01% | 95 494 SH | 11 de septiembre de 2026 | Diario |
| IUSV · iShares Trust | 0,01% | 22 499 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,01% | 1 858 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 2 380 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,01% | 12 974 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 30 451 SH | 11 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,01% | 1 833 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 57 041 SH | 11 de septiembre de 2026 | Diario |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,00% | 2 921 SH | 2 de octubre de 2026 | Diario |
| IUSG · iShares Trust | 0,00% | 16 609 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 4 888 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 6 516 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 2 833 NS | 31 de julio de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 34 850 SH | 19 de agosto de 2026 | Diario |
| FTLS · First Trust Exchange-Traded Fund III | -0,06% | -18 042 NS | 31 de julio de 2026 | N-PORT |
| IJH · iShares Trust | · | 1 524 792 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 111 049 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 124 446 SH | 21 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 5 932 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 2 102 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 6 437 SH | 11 de septiembre de 2026 | Diario |
OLED Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
9 analistas · 2026-10-06Objetivo medio $115.37 +44,6%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| OLED | $5.52B | 23.0 | 0.45% | 37.2% | 13.9% | 76.3% |
| CRUS | $7.25B | 18.3 | 5.3% | 20.8% | 19.9% | 52.8% |
| PI | $5.26B | -470.3 | -1.4% | -3.0% | -5.5% | 52.5% |
| RGTI | · | · | · | · | · | · |
| DIOD | $2.26B | 34.5 | 13.0% | 4.5% | 3.6% | 31.2% |
| SYNA | $4.73B | -9.6 | 11.4% | -41.0% | -42.4% | 44.7% |
| NVTS | · | -12.5 | -44.9% | · | · | · |
| PENG | $1.27B | 86.2 | 16.9% | 1.8% | 6.5% | 28.8% |
| POWI | $1.97B | 91.1 | 5.9% | 5.0% | 3.1% | 54.5% |
| AMBA | $2.74B | -35.6 | 37.1% | -19.4% | -13.0% | 59.2% |
| AMBQ | $522M | -6.2 | -4.7% | -50.3% | 50.3% | 44.3% |
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