OMCL Omnicell, Inc. - Common Stock
NASDAQ · Health Care · Ver en SEC EDGAR ↗ cerrar Oct 5, 2026 10-K/10-Q Ago 5, 2026
$33,76
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$29,06mínimo 52 semanas
$51,84máximo 52 semanas
Capitalización Bursátil (MRQ)
$1.54B
P/E (TTM)
40.2
BPA (TTM)
$0.84
Ingresos (TTM)
$1.25B
tus insignias
Rango 52S
$29–$52
Calificación del Analista
BUY
Precio Objetivo
$58
P/E
40.2
ROE
3.1%
Margen de Beneficio Neto
3.1%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
OMCL Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$33.76
Capitalización Bursátil (MRQ)
$1.54B
P/E (TTM)
40.2
BPA (TTM)
$0.84
Ingresos (TTM)
$1.25B
ROE (TTM)
3.1%
Rango 52S
$29–$52
OMCL 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$1.18B2016-12-31 → 2025-12-31
BPA$0.042016-12-31 → 2025-12-31
Flujo de caja libre$87M2016-12-31 → 2025-12-31
Margen neto3.1%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 | OMCL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 40.2promedio 5A ≈349.1 | ≈349.1 | 29.4 | Sobrevalorado | |
| P/S (TTM) | 1.2promedio 5A ≈2.8 | ≈2.8 | 1.6 | Valor razonable | |
| P/C (MRQ) | 1.2promedio 5A ≈2.7 | ≈2.7 | 3.0 | Infravalorado | |
| Precio / FCF (TTM) | 10.8promedio 5A ≈32.7 | ≈32.7 | · | · | |
| Precio / Flujo de Caja (TTM) | 8.5promedio 5A ≈20.0 | ≈20.0 | 22.7 | Infravalorado | |
| Precio / Valor Contable Tangible (MRQ) | 1.4promedio 5A ≈19.2 | ≈19.2 | · | · |
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 | OMCL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 44.8%promedio 5A ≈44.5% | ≈44.5% | 60.8% | Débil | |
| Margen Operativo (TTM) | 4.6%promedio 5A ≈1.0% | ≈1.0% | 2.2% | De primer nivel | |
| Margen EBITDA (TTM) | 10.8%promedio 5A ≈8.0% | ≈8.0% | 2.2% | De primer nivel | |
| Margen antes de impuestos (TTM) | 4.9%promedio 5A ≈1.4% | ≈1.4% | 1.3% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 3.1%promedio 5A ≈1.4% | ≈1.4% | 0.62% | De primer nivel | |
| ROA (TTM) | 1.9%promedio 5A ≈0.79% | ≈0.79% | 0.63% | Por debajo del promedio | |
| ROE (TTM) | 3.1%promedio 5A ≈1.4% | ≈1.4% | 1.2% | Por debajo del promedio | |
| ROIC | 0.08%promedio 5A ≈1.4% | ≈1.4% | 1.7% | Por debajo del promedio |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | OMCL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 1.6promedio 5A ≈1.7 | ≈1.7 | 3.3 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 0.9promedio 5A ≈1.2 | ≈1.2 | 1.6 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | OMCL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 6.5%promedio 5A ≈6.7% | ≈6.7% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | -2.9%promedio 5A ≈1.7% | ≈1.7% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 5.8% | · | · | · | |
| EPS YoY (EPS interanual) | -85.2%promedio 5A ≈-19.6% | ≈-19.6% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -83.6%promedio 5A ≈-11.5% | ≈-11.5% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -30.7% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -44.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -28.6% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -42.3% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | OMCL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.6promedio 5A ≈0.6 | ≈0.6 | 0.6 | En línea | |
| Inventory Turnover (Rotación de Inventario) | 7.2promedio 5A ≈5.9 | ≈5.9 | 1.8 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 5.0promedio 5A ≈4.7 | ≈4.7 | 6.6 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$340.0K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
35.1%
Próximo informe
Oct 28, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 29, 2026 | $0.94 | $0.48 | 97.1% |
| 31 de marzo de 2026 | May 13, 2026 | $0.55 | $0.34 | 62.8% |
| 31 de diciembre de 2025 | $0.40 | $0.51 | -21.0% | |
| 30 de septiembre de 2025 | $0.40 | $0.51 | -21.0% | |
| 30 de junio de 2025 | $0.45 | $0.27 | 68.6% | |
| 31 de marzo de 2025 | $0.26 | $0.21 | 24.3% |
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 | $1.18B | $1.11B | $1.15B | $1.30B | $1.13B | $892M | $897M | $787M | $713M | $696M | $485M | $441M | |
| Cost of Revenue | $681M | $641M | $650M | $707M | $577M | $479M | $460M | $415M | $394M | $379M | $237M | $207M | |
| Gross Profit | $503M | $471M | $497M | $589M | $555M | $413M | $437M | $372M | $319M | $317M | $248M | $234M | |
| R&D Expense | $89M | $90M | $97M | $105M | $76M | $70M | $69M | $65M | $66M | $58M | $35M | $28M | |
| SG&A Expense | $410M | $380M | $435M | $486M | $389M | $308M | $290M | $263M | $241M | $238M | $168M | $156M | |
| Operating Expenses | $498M | $471M | $532M | $591M | $465M | $378M | $359M | $328M | $307M | $296M | $199M | $184M | |
| Operating Income | $5M | $337.0K | $-35M | $-2M | $90M | $36M | $78M | $44M | $11M | $21M | $49M | $50M | |
| Other Non-op | $6M | $25M | $15M | $-130.0K | $-24M | $-6M | $-4M | $-9M | $-7M | $-8M | $-2M | $-1M | |
| Pretax Income | $11M | $26M | $-20M | $-2M | $66M | $29M | $74M | $36M | $5M | $13M | $46M | $49M | |
| Income Tax | $9M | $13M | $263.0K | $-8M | $-12M | $-3M | $13M | $-2M | $-26M | $3M | $15M | $18M | |
| Net Income | $2M | $13M | $-20M | $6M | $78M | $32M | $61M | $38M | $31M | $10M | $31M | $31M | |
| EPS (Basic) | $0.04 | $0.27 | $-0.45 | $0.13 | $1.79 | $0.76 | $1.48 | $0.96 | $0.81 | $0.27 | $0.86 | $0.86 | |
| EPS (Diluted) | $0.04 | $0.27 | $-0.45 | $0.12 | $1.62 | $0.74 | $1.43 | $0.93 | $0.79 | $0.26 | $0.84 | $0.83 | |
| Shares (Basic) | 45,965,000 | 46,047,000 | 45,212,000 | 44,398,000 | 43,475,000 | 42,583,000 | 41,462,000 | 39,242,000 | 37,483,000 | 36,156,000 | 35,857,000 | 35,650,000 | |
| Shares (Diluted) | 46,362,000 | 46,255,000 | 45,212,000 | 45,891,000 | 47,943,000 | 43,743,000 | 42,943,000 | 40,559,000 | 38,712,000 | 36,864,000 | 36,718,000 | 36,622,000 | |
| EBITDA | $84M | $83M | $52M | $85M | $162M | $97M | $132M | $96M | $57M | $65M | $74M | $70M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $197M | $369M | $468M | $330M | $349M | $486M | $127M | $67M | $32M | $54M | $82M | $126M | |
| Receivables | $217M | $256M | $252M | $299M | $241M | $190M | $218M | $196M | $190M | $150M | $108M | $83M | |
| Inventory | $101M | $89M | $110M | $148M | $120M | $96M | $108M | $101M | $96M | $69M | $47M | $32M | |
| Prepaid Expense | $34M | $26M | $26M | $27M | $22M | $16M | $14M | $21M | $20M | $29M | $20M | $24M | |
| Other Current Assets | $132M | $75M | $72M | $77M | $48M | $41M | $15M | $12M | $13M | $13M | $8M | $7M | |
| Current Assets | $680M | $815M | $928M | $882M | $781M | $829M | $483M | $397M | $352M | $315M | $264M | $283M | |
| PP&E (Net) | $120M | $113M | $109M | $94M | $71M | $59M | $54M | $52M | $43M | $42M | $32M | $36M | |
| PP&E (Gross) | $317M | $281M | $248M | $221M | $193M | $165M | $170M | $152M | $134M | $123M | $93M | $88M | |
| Accum. Depreciation | $197M | $168M | $139M | $127M | $122M | $106M | $116M | $101M | $91M | $81M | $61M | $51M | |
| Goodwill | $738M | $735M | $736M | $734M | $739M | $499M | $337M | $336M | $338M | $328M | $148M | $123M | |
| Intangibles | $170M | $188M | $211M | $243M | $278M | $168M | $125M | $144M | $168M | $190M | $90M | $83M | |
| Other Non-current Assets | $70M | $79M | $90M | $105M | $128M | $119M | $103M | $75M | $49M | $35M | $28M | $23M | |
| Total Assets | $1.97B | $2.12B | $2.23B | $2.21B | $2.14B | $1.82B | $1.24B | $1.08B | $1.02B | $935M | $579M | $560M | |
| Accounts Payable | $44M | $52M | $45M | $63M | $72M | $40M | $46M | $38M | $48M | $27M | $23M | $19M | |
| Accrued Liabilities | $204M | $168M | $149M | $173M | $133M | $80M | $56M | $43M | $36M | $31M | $30M | $19M | |
| Current Liabilities | $477M | $596M | $368M | $428M | $876M | $276M | $237M | $205M | $205M | $181M | $125M | $112M | |
| Capital Leases | $25M | $31M | $34M | $39M | $40M | $49M | $51M | $0 | · | · | · | · | |
| Deferred Tax | $683.0K | $1M | $2M | $2M | $52M | $40M | $39M | $41M | $41M | $52M | $22M | $30M | |
| Other Non-current Liabilities | $10M | $7M | $6M | $7M | $8M | $19M | $12M | $10M | $10M | $8M | $12M | $7M | |
| Total Liabilities | $743M | $878M | $1.04B | $1.08B | $996M | $857M | $396M | $402M | $462M | $503M | $176M | $170M | |
| Long-term Debt | · | · | · | · | · | · | $50M | $140M | $210M | $254M | $0 | · | |
| Total Debt | · | · | · | · | · | · | $50M | $135M | $210M | $254M | · | · | |
| Common Stock | $58.0K | $57.0K | $56.0K | $55.0K | $54.0K | $53.0K | $51.0K | $50.0K | $48.0K | $46.0K | $45.0K | $43.0K | |
| Paid-in Capital | $1.22B | $1.17B | $1.12B | $1.05B | $1.02B | $920M | $781M | $678M | $586M | $526M | $490M | $457M | |
| Retained Earnings | $385M | $383M | $370M | $391M | $369M | $291M | $259M | $197M | $160M | $100M | $100M | $69M | |
| Treasury Stock | $368M | $290M | $290M | $290M | $238M | $238M | $185M | $185M | $185M | $185M | $185M | $135M | |
| AOCI | $-9M | $-17M | $-13M | $-17M | $-8M | $-6M | $-9M | $-11M | $-6M | $-10M | $-3M | $-1M | |
| Stockholders' Equity | $1.23B | $1.24B | $1.19B | $1.13B | $1.15B | $968M | $845M | $680M | $554M | $459M | $420M | $390M | |
| Liabilities + Equity | $1.97B | $2.12B | $2.23B | $2.21B | $2.14B | $1.82B | $1.24B | $1.08B | $1.02B | $935M | $579M | $560M | |
| Shares Outstanding | 45,027,000 | 56,665,000 | 55,822,000 | 55,030,000 | 54,073,000 | 52,677,000 | 51,277,000 | 49,480,000 | 47,577,000 | 45,778,000 | 53,884,000 | 35,816,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $79M | $82M | $87M | $87M | $73M | $61M | $54M | $51M | $52M | $58M | $26M | $20M | |
| Stock-based Comp | $45M | $39M | $55M | $68M | $53M | $45M | $34M | $29M | $22M | $20M | $15M | $13M | |
| Deferred Tax | $-508.0K | $-15M | $-11M | $-34M | $-4M | $-7M | $-1M | $-6M | $-31M | $-5M | $-1M | $1M | |
| Amort. of Intangibles | $22M | $23M | $32M | $35M | $26M | $20M | $19M | $24M | $26M | $36M | $7M | $5M | |
| Restructuring | $7M | $5M | $16M | $23M | $2M | $10M | · | · | · | · | · | · | |
| Other Non-cash | $2M | $68M | $69M | $-49M | $32M | $55M | $-3M | $-8M | $-43M | $-20M | $-37M | $131.0K | |
| Operating Cash Flow | $127M | $188M | $181M | $78M | $232M | $186M | $145M | $104M | $25M | $50M | $38M | $65M | |
| CapEx | $40M | $36M | $41M | $48M | $29M | $23M | $16M | $24M | $15M | $13M | $8M | $12M | |
| Investing Cash Flow | $-60M | $-53M | $-55M | $-59M | $-412M | $-280M | $-62M | $-54M | $-35M | $-341M | $-46M | $-43M | |
| Net Debt Issued | · | · | · | $0 | $0 | $-200M | $-90M | $-77M | $-102M | $-34M | · | · | |
| Stock Issued | · | · | · | · | $0 | $0 | $38M | $40M | $14M | $0 | $0 | · | |
| Stock Repurchased | $78M | $0 | $0 | $52M | $0 | $53M | $0 | $0 | $0 | $0 | $50M | $24M | |
| Net Stock Activity | $-78M | $0 | $0 | $-52M | $0 | $-53M | $38M | $40M | $14M | $0 | $-50M | $-24M | |
| Financing Cash Flow | $-218M | $-236M | $23M | $-21M | $47M | $456M | $-23M | $-14M | $-10M | $264M | $-37M | $-206.0K | |
| Net Change in Cash | $-148M | $-102M | $148M | $-3M | $-134M | $363M | $60M | $35M | $-22M | $-28M | $-44M | $21M | |
| Taxes Paid | $18M | $11M | $20M | $19M | $-2M | $10M | $8M | $3M | $8M | $11M | $12M | $9M | |
| Free Cash Flow | $87M | $151M | $140M | $30M | $203M | $163M | $129M | $80M | $9M | $34M | $26M | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 42.5% | 42.4% | 43.3% | 45.5% | 49.0% | 46.3% | 48.7% | 47.3% | 45.0% | 45.3% | 51.2% | 53.0% | |
| Operating Margin | 0.44% | 0.03% | -3.0% | -0.18% | 7.9% | 4.0% | 8.7% | 5.6% | 0.80% | 0.94% | 10.0% | 11.2% | |
| Net Margin | 0.17% | 1.1% | -1.8% | 0.44% | 6.9% | 3.6% | 6.8% | 4.8% | 2.9% | 0.09% | 6.3% | 6.9% | |
| Pretax Margin | 0.96% | 2.3% | -1.8% | -0.19% | 5.8% | 3.3% | 8.2% | 4.5% | -0.12% | -0.28% | 9.5% | 11.0% | |
| EBITDA Margin | 7.1% | 7.4% | 4.6% | 6.5% | 14.3% | 10.8% | 14.7% | 12.2% | 8.0% | 9.4% | 15.3% | 15.8% | |
| ROA | 0.10% | 0.58% | -0.92% | 0.26% | 3.9% | 2.1% | 5.3% | 3.6% | 2.1% | 0.08% | 5.4% | 5.8% | |
| ROE | 0.16% | 1.0% | -1.7% | 0.50% | 6.9% | 3.4% | 7.4% | 5.8% | 4.2% | 0.14% | 7.8% | 8.3% | |
| ROIC | 0.08% | 0.01% | -3.0% | 0.47% | 9.2% | 4.0% | 7.3% | 5.8% | -18.5% | -0.29% | 8.0% | 8.0% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | 2.5 | 2.1 | 0.9 | 3.0 | 2.0 | 1.9 | 1.7 | 1.7 | 2.1 | 2.5 | |
| Quick Ratio | 0.9 | 1.1 | 2.0 | 1.5 | 0.7 | 2.4 | 1.5 | 1.3 | 1.0 | 1.1 | 1.5 | 1.9 | |
| Debt / Equity | · | · | · | · | · | · | 0.1 | 0.2 | 0.4 | 0.6 | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | 0.1 | 0.2 | 0.4 | 0.6 | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | 0.5 | 0.6 | 0.6 | 0.6 | 0.8 | 0.8 | 0.7 | 0.9 | 0.9 | 0.8 | |
| Inventory Turnover | 7.2 | 6.5 | 5.0 | 5.3 | 5.3 | 4.7 | 4.4 | 4.2 | 4.0 | 6.5 | 6.1 | 6.6 | |
| Receivables Turnover | 5.0 | 4.4 | 4.2 | 4.8 | 5.3 | 4.4 | 4.3 | 4.1 | 4.2 | 5.4 | 5.1 | 6.2 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $27.36 | $26.81 | $26.11 | $25.26 | $25.96 | $22.61 | $20.06 | $16.85 | $13.46 | $7.86 | $11.30 | $10.89 | |
| Revenue / Share | $25.56 | $24.05 | $25.37 | $28.24 | $23.61 | $20.40 | $20.89 | $19.41 | $18.50 | $18.79 | $13.20 | $12.04 | |
| Cash Flow / Share | $2.75 | $4.06 | $4.01 | $1.69 | $4.84 | $4.25 | $3.38 | $2.56 | $0.64 | $1.30 | $0.92 | $1.78 | |
| Cash / Share | $4.36 | $7.96 | $10.28 | $7.38 | $7.90 | $11.36 | $3.02 | $1.67 | $0.84 | $0.99 | $2.31 | $3.51 | |
| EPS (TTM) | $0.04 | $0.27 | $-0.45 | $0.12 | $1.62 | $0.74 | $1.43 | $0.93 | $0.79 | $0.26 | $0.84 | $0.83 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.5% | -3.0% | -11.5% | 14.5% | 26.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -2.9% | -0.59% | 8.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -85.2% | · | · | -92.6% | 118.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -30.7% | -45.0% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -44.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -83.6% | · | · | -92.7% | 141.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -28.6% | -45.6% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -42.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.18B | $1.11B | $1.15B | $1.30B | $1.13B | $892M | $897M | $787M | $713M | $696M | $485M | $441M | |
| Net Income TTM | $2M | $13M | $-20M | $6M | $78M | $32M | $61M | $38M | $31M | $10M | $31M | $31M | |
| Market Cap | $2.04B | $2.06B | $1.71B | $2.26B | $7.97B | $5.13B | $3.44B | $2.47B | $1.86B | $1.86B | $1.11B | $1.19B | |
| Enterprise Value | · | · | · | · | · | · | $3.37B | $2.54B | $2.04B | $2.06B | · | · | |
| P/E | 1132.5 | 164.9 | -83.6 | 420.2 | 111.4 | 162.2 | 57.1 | 65.8 | 61.4 | 130.4 | 37.0 | 39.9 | |
| P/S | 1.7 | 1.9 | 1.5 | 1.7 | 7.0 | 5.8 | 3.8 | 3.1 | 2.6 | 2.7 | 2.3 | 2.7 | |
| P/B | 1.7 | 1.7 | 1.4 | 2.0 | 7.0 | 5.3 | 4.1 | 3.6 | 3.6 | 4.3 | 2.7 | 3.0 | |
| P / Tangible Book | 6.3 | 6.4 | 7.1 | 14.8 | 61.2 | 17.1 | · | · | · | · | · | · | |
| P / Cash Flow | 16.0 | 11.0 | 9.5 | 29.0 | 34.4 | 27.6 | 23.7 | 23.8 | 75.1 | 38.8 | 32.8 | 18.2 | |
| P / FCF | 23.5 | 13.7 | 12.3 | 74.6 | 39.3 | 31.5 | 26.7 | 30.8 | 196.4 | 54.0 | 42.2 | · | |
| EV / EBITDA | · | · | · | · | · | · | 25.5 | 26.5 | 35.7 | 31.8 | · | · | |
| EV / FCF | · | · | · | · | · | · | 26.1 | 31.6 | 215.1 | 59.8 | · | · | |
| EV / Revenue | · | · | · | · | · | · | 3.8 | 3.2 | 2.9 | 3.0 | · | · | |
| Earnings Yield | 0.09% | 0.61% | -1.2% | 0.24% | 0.90% | 0.62% | 1.8% | 1.5% | 1.6% | 0.77% | 2.7% | 2.5% |
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 | $312M | $310M | $314M | $311M | $291M | $270M | $307M | $282M | $277M | $246M | $259M | $299M | $299M | $291M | $298M | $348M | |
| Cost of Revenue | $159M | $170M | $184M | $176M | $163M | $159M | $165M | $160M | $162M | $154M | $153M | $167M | $165M | $166M | $176M | $189M | |
| Gross Profit | $153M | $140M | $130M | $135M | $128M | $111M | $142M | $122M | $114M | $93M | $105M | $132M | $134M | $125M | $122M | $159M | |
| R&D Expense | $20M | $22M | $23M | $24M | $22M | $21M | $26M | $21M | $21M | $22M | $27M | $24M | $23M | $23M | $28M | $25M | |
| SG&A Expense | $100M | $102M | $107M | $102M | $98M | $102M | $103M | $94M | $90M | $92M | $102M | $104M | $104M | $125M | $132M | $115M | |
| Operating Expenses | $120M | $124M | $130M | $126M | $120M | $123M | $129M | $116M | $111M | $114M | $129M | $128M | $127M | $148M | $160M | $141M | |
| Operating Income | $32M | $17M | $415.0K | $8M | $8M | $-12M | $12M | $7M | $3M | $-22M | $-23M | $4M | $8M | $-23M | $-38M | $18M | |
| Other Non-op | $1M | $51.0K | $284.0K | $1M | $2M | $2M | $11M | $5M | $5M | $4M | $5M | $4M | $4M | $2M | $3M | $-1M | |
| Pretax Income | $34M | $17M | $699.0K | $10M | $10M | $-10M | $24M | $12M | $8M | $-18M | $-19M | $7M | $12M | $-21M | $-36M | $17M | |
| Income Tax | $10M | $6M | $3M | $4M | $5M | $-3M | $8M | $3M | $4M | $-2M | $-4M | $2M | $9M | $-6M | $-7M | $543.0K | |
| Net Income | $24M | $11M | $-2M | $5M | $6M | $-7M | $16M | $9M | $4M | $-16M | $-14M | $6M | $3M | $-15M | $-28M | $17M | |
| EPS (Basic) | $0.53 | $0.25 | $-0.05 | $0.12 | $0.12 | $-0.15 | $0.34 | $0.19 | $0.08 | $-0.34 | $-0.32 | $0.12 | $0.08 | $-0.33 | $-0.65 | $0.38 | |
| EPS (Diluted) | $0.52 | $0.25 | $-0.05 | $0.12 | $0.12 | $-0.15 | $0.34 | $0.19 | $0.08 | $-0.34 | $-0.32 | $0.12 | $0.08 | $-0.33 | $-0.62 | $0.37 | |
| Shares (Basic) | 45,609,000 | 45,323,000 | · | 45,540,000 | 46,788,000 | 46,596,000 | · | 46,153,000 | 45,953,000 | 45,732,000 | · | 45,333,000 | 45,125,000 | 44,887,000 | · | 44,441,000 | |
| Shares (Diluted) | 46,302,000 | 45,943,000 | · | 45,900,000 | 46,986,000 | 46,596,000 | · | 46,427,000 | 46,036,000 | 45,732,000 | · | 45,595,000 | 45,472,000 | 44,887,000 | · | 45,819,000 | |
| EBITDA | $51M | $35M | · | $28M | $28M | $8M | · | $7M | $3M | $-594.0K | · | $4M | $8M | $-989.0K | · | $18M |
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 | $292M | $239M | $197M | $180M | $399M | $387M | $369M | $571M | $557M | $512M | $468M | $447M | $399M | $340M | $330M | $266M | |
| Receivables | $227M | $250M | $217M | $246M | $233M | $252M | $256M | $252M | $241M | $249M | · | $273M | $274M | $322M | · | $354M | |
| Inventory | $97M | $99M | $101M | $107M | $106M | $91M | $89M | $95M | $93M | $103M | · | $116M | $131M | $141M | · | $147M | |
| Prepaid Expense | $36M | $34M | $34M | $30M | $29M | $27M | $26M | $29M | $22M | $27M | · | $28M | $24M | $28M | · | $25M | |
| Other Current Assets | $84M | $100M | $132M | $96M | $78M | $83M | $75M | $65M | $82M | $99M | · | $50M | $54M | $103M | · | $57M | |
| Current Assets | $735M | $722M | $680M | $660M | $845M | $840M | $815M | $1.01B | $996M | $990M | · | $914M | $881M | $935M | · | $849M | |
| PP&E (Net) | $122M | $122M | $120M | $120M | $119M | $116M | $113M | $112M | $111M | $109M | · | $107M | $103M | $98M | · | $88M | |
| PP&E (Gross) | $335M | $326M | $317M | $308M | $303M | $292M | $281M | $273M | $271M | $255M | · | $245M | $242M | $231M | · | $211M | |
| Accum. Depreciation | $213M | $205M | $197M | $189M | $184M | $176M | $168M | $161M | $160M | $146M | · | $138M | $139M | $132M | · | $123M | |
| Goodwill | $737M | $737M | $738M | $738M | $738M | $736M | $735M | $737M | $735M | $735M | $736M | $734M | $736M | $735M | $734M | $731M | |
| Intangibles | $161M | $165M | $170M | $172M | $177M | $183M | $188M | $194M | $199M | $205M | · | $219M | $227M | $235M | · | $251M | |
| Other Non-current Assets | $66M | $68M | $70M | $70M | $72M | $77M | $79M | $82M | $83M | $86M | · | $91M | $97M | $100M | · | $110M | |
| Total Assets | $2.00B | $2.00B | $1.97B | $1.95B | $2.15B | $2.15B | $2.12B | $2.30B | $2.29B | $2.28B | · | $2.22B | $2.19B | $2.25B | · | $2.18B | |
| Accounts Payable | $50M | $58M | $44M | $62M | $62M | $53M | $52M | $48M | $50M | $43M | · | $50M | $47M | $63M | · | $74M | |
| Accrued Liabilities | $149M | $166M | $204M | $165M | $152M | $174M | $168M | $144M | $158M | $167M | · | $150M | $146M | $199M | · | $146M | |
| Current Liabilities | $447M | $483M | $477M | $457M | $594M | $608M | $596M | $962M | $407M | $416M | · | $369M | $370M | $454M | · | $377M | |
| Capital Leases | $20M | $23M | $25M | $28M | $31M | $33M | $31M | $32M | $34M | $35M | · | $33M | $36M | $37M | · | $42M | |
| Deferred Tax | $640.0K | $638.0K | $683.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $2M | $2M | $2M | · | $16M | |
| Other Non-current Liabilities | $11M | $10M | $10M | $8M | $8M | $8M | $7M | $8M | $8M | $7M | · | $6M | $6M | $6M | · | $9M | |
| Total Liabilities | $707M | $747M | $743M | $728M | $882M | $894M | $878M | $1.07B | $1.09B | $1.10B | · | $1.03B | $1.03B | $1.11B | · | $1.04B | |
| Common Stock | $58.0K | $58.0K | $58.0K | $58.0K | $57.0K | $57.0K | $57.0K | $57.0K | $56.0K | $56.0K | · | $56.0K | $56.0K | $55.0K | · | · | |
| Paid-in Capital | $1.25B | $1.24B | $1.22B | $1.21B | $1.20B | $1.19B | $1.17B | $1.16B | $1.15B | $1.14B | · | $1.11B | $1.09B | $1.07B | · | $1.03B | |
| Retained Earnings | $421M | $396M | $385M | $387M | $382M | $376M | $383M | $367M | $358M | $355M | · | $385M | $379M | $376M | · | $419M | |
| Treasury Stock | $368M | $368M | $368M | $368M | $306M | $290M | $290M | $290M | $290M | $290M | · | $290M | $290M | $290M | · | $290M | |
| AOCI | $-11M | $-11M | $-9M | $-9M | $-8M | $-14M | $-17M | $-10M | $-15M | $-15M | · | $-17M | $-14M | $-16M | · | $-24M | |
| Stockholders' Equity | $1.29B | $1.26B | $1.23B | $1.22B | $1.26B | $1.26B | $1.24B | $1.23B | $1.20B | $1.19B | $1.19B | $1.19B | $1.16B | $1.14B | $1.13B | $1.14B | |
| Liabilities + Equity | $2.00B | $2.00B | $1.97B | $1.95B | $2.15B | $2.15B | $2.12B | $2.30B | $2.29B | $2.28B | · | $2.22B | $2.19B | $2.25B | · | $2.18B | |
| Shares Outstanding | 45,613,000 | 45,477,000 | 45,027,000 | 44,876,000 | 46,419,000 | 46,844,000 | 46,382,000 | 46,313,000 | 45,994,000 | 45,924,000 | 55,822,000 | 45,463,000 | 45,205,000 | 45,069,000 | 55,030,000 | 44,646,000 |
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 | $19M | $19M | $20M | $19M | $20M | $20M | $20M | $20M | $21M | $21M | $22M | $22M | $22M | $22M | $22M | $22M | |
| Stock-based Comp | $12M | $9M | $12M | $11M | $11M | $11M | $9M | $12M | $10M | $9M | $12M | $15M | $14M | $14M | $18M | $17M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $6M | $8M | $8M | $8M | $8M | $8M | $9M | |
| Restructuring | · | · | · | · | · | · | $1M | $620.0K | $0 | $3M | $10M | $-581.0K | $700.0K | $5M | $17M | $2M | |
| Other Non-cash | · | $15M | · | · | · | $2M | · | · | · | $36M | · | · | · | $-8M | · | · | |
| Operating Cash Flow | $68M | $54M | $30M | $28M | $43M | $26M | $56M | $23M | $59M | $50M | $38M | $57M | $73M | $13M | $82M | $21M | |
| CapEx | $9M | $12M | $8M | $10M | $12M | $11M | $9M | $9M | $10M | $9M | $9M | $11M | $12M | $10M | $14M | $13M | |
| Investing Cash Flow | $-13M | $-16M | $-14M | $-14M | $-16M | $-16M | $-14M | $-13M | $-14M | $-12M | $-12M | $-14M | $-15M | $-14M | $-17M | $-16M | |
| Stock Repurchased | · | · | $0 | $62M | · | · | $0 | $0 | · | · | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Financing Cash Flow | $-23M | $2M | $9M | $-220M | $-11M | $4M | $-234M | $4M | $-17M | $12M | $13M | $3M | $4M | $4M | $4M | $9M | |
| Net Change in Cash | $32M | $40M | $26M | $-206M | $17M | $16M | $-194M | $15M | $28M | $49M | $38M | $45M | $62M | $3M | $69M | $15M | |
| Free Cash Flow | · | $42M | · | · | · | $15M | · | · | · | $41M | · | · | · | $3M | · | · |
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 | 49.0% | 45.3% | · | 43.3% | 43.9% | 41.1% | · | 43.3% | 41.3% | 37.6% | · | 44.2% | 45.0% | 43.0% | · | 45.7% | |
| Operating Margin | 10.4% | 5.4% | · | 2.6% | 2.8% | -4.3% | · | 2.3% | 1.2% | -8.9% | · | 1.2% | 2.6% | -7.9% | · | 5.3% | |
| Net Margin | 7.8% | 3.7% | · | 1.8% | 1.9% | -2.6% | · | 3.1% | 1.4% | -6.4% | · | 1.9% | 1.1% | -5.2% | · | 4.8% | |
| Pretax Margin | 10.8% | 5.5% | · | 3.1% | 3.6% | -3.5% | · | 4.1% | 3.0% | -7.2% | · | 2.5% | 4.1% | -7.3% | · | 5.0% | |
| EBITDA Margin | 16.4% | 11.4% | · | 8.9% | 9.5% | 3.1% | · | 2.3% | 1.2% | -0.24% | · | 1.2% | 2.6% | -0.34% | · | 5.3% | |
| ROA | 1.2% | 0.55% | · | 0.26% | 0.25% | -0.32% | · | 0.38% | 0.17% | -0.69% | · | 0.25% | 0.16% | -0.69% | · | 0.79% | |
| ROE | 1.9% | 0.90% | · | 0.45% | 0.46% | -0.57% | · | 0.71% | 0.32% | -1.3% | · | 0.48% | 0.31% | -1.4% | · | 1.5% | |
| ROIC | 1.8% | 0.90% | · | 0.38% | 0.35% | -0.68% | · | 0.40% | 0.12% | -1.6% | · | 0.24% | 0.19% | -1.4% | · | 1.6% |
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 | 1.6 | 1.5 | · | 1.4 | 1.4 | 1.4 | · | 1.1 | 2.4 | 2.4 | · | 2.5 | 2.4 | 2.1 | · | 2.3 | |
| Quick Ratio | 1.2 | 1.0 | · | 0.9 | 1.1 | 1.1 | · | 0.9 | 2.0 | 1.8 | · | 1.9 | 1.8 | 1.5 | · | 1.6 |
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 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | |
| Inventory Turnover | 1.6 | 1.8 | · | 1.7 | 1.6 | 1.6 | · | 1.5 | 1.5 | 1.3 | · | 1.3 | 1.2 | 1.2 | · | 1.5 | |
| Receivables Turnover | 1.4 | 1.2 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.1 | 0.9 | · | 1.0 | 1.0 | 0.9 | · | 1.2 |
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 | $28.32 | $27.63 | · | $27.21 | $27.22 | $26.84 | · | $26.59 | $26.15 | $25.88 | · | $26.12 | $25.74 | $25.35 | · | $25.43 | |
| Revenue / Share | $6.74 | $6.74 | · | $6.77 | $6.18 | $5.79 | · | $6.08 | $6.01 | $5.38 | · | $6.55 | $6.57 | $6.47 | · | $7.60 | |
| Cash Flow / Share | · | $1.19 | · | · | · | $0.56 | · | · | · | $1.09 | · | · | · | $0.28 | · | · | |
| Cash / Share | $6.41 | $5.26 | · | $4.01 | $8.60 | $8.26 | · | $12.32 | $12.11 | $11.16 | · | $9.83 | $8.84 | $7.55 | · | $5.97 | |
| EPS (TTM) | $0.84 | $0.44 | · | $0.43 | $0.50 | $0.46 | · | $-0.39 | $-0.46 | $-0.46 | · | $-0.75 | $-0.50 | $-0.38 | · | $1.02 |
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 | $1.25B | $1.23B | · | $1.18B | $1.15B | $1.14B | · | $1.06B | $1.08B | $1.10B | · | $1.19B | $1.24B | $1.27B | · | $1.31B | |
| Net Income TTM | $39M | $20M | · | $20M | $23M | $21M | · | $-18M | $-21M | $-21M | · | $-34M | $-23M | $-18M | · | $48M | |
| Market Cap | $1.89B | $1.52B | · | $1.37B | $1.36B | $1.64B | · | $2.02B | $1.25B | $1.34B | · | $2.05B | $3.33B | $2.64B | · | $3.89B | |
| P/E | 49.4 | 75.9 | · | 70.8 | 58.8 | 76.0 | · | -111.8 | -58.8 | -63.5 | · | -60.1 | -147.3 | -154.4 | · | 85.3 | |
| P/S | 1.5 | 1.2 | · | 1.2 | 1.2 | 1.4 | · | 1.9 | 1.2 | 1.2 | · | 1.7 | 2.7 | 2.1 | · | 3.0 | |
| P/B | 1.5 | 1.2 | · | 1.1 | 1.1 | 1.3 | · | 1.6 | 1.0 | 1.1 | · | 1.7 | 2.9 | 2.3 | · | 3.4 | |
| P / Tangible Book | 4.8 | 4.3 | · | 4.4 | 3.9 | 4.8 | · | 6.7 | 4.6 | 5.4 | · | 8.7 | 16.5 | 15.3 | · | 25.4 | |
| P / Cash Flow | · | 27.9 | · | · | · | 63.2 | · | · | · | 26.9 | · | · | · | 207.1 | · | · | |
| Earnings Yield | 2.0% | 1.3% | · | 1.4% | 1.7% | 1.3% | · | -0.89% | -1.7% | -1.6% | · | -1.7% | -0.68% | -0.65% | · | 1.2% |
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 | $1.18B | $1.11B | $1.15B | $1.30B | $1.13B |
| Margen Bruto % | 42.5% | 42.4% | 43.3% | 45.5% | 49.0% |
| Margen Operativo % | 0.44% | 0.03% | -3.0% | -0.18% | 7.9% |
| Beneficio neto | $2M | $13M | $-20M | $6M | $78M |
| EPS Diluido | $0.04 | $0.27 | $-0.45 | $0.12 | $1.62 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 1.4 | 1.4 | 2.5 | 2.1 | 0.9 |
| Ratio Rápido | 0.9 | 1.1 | 2.0 | 1.5 | 0.7 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $87M | $151M | $140M | $30M | $203M |
Propietarios institucionales (13F) 326 declarantes · $2.2B 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
326
Valor en tenencia
$2.2B
Nuevas posiciones
57
Posiciones cerradas
20
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 57 (+6 vs trimestre anterior) | 20 (-8 vs trimestre anterior) | 114 (+24 vs trimestre anterior) | 90 (-4 vs trimestre anterior) | +1.8M |
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. | $313 044 273 | 7 539 602 | 14,05% | Acciones |
| VANGUARD GROUP INC | $251 552 893 | 5 553 044 | 11,29% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $130 844 052 | 3 151 350 | 5,87% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $112 129 037 | 2 700 603 | 5,03% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $101 823 738 | 2 452 443 | 4,57% | Acciones |
| STATE STREET CORP | $86 599 219 | 2 085 723 | 3,89% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $81 813 997 | 1 970 472 | 3,67% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $72 011 250 | 1 734 375 | 3,23% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $66 698 000 | 1 606 404 | 2,99% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $50 524 824 | 1 216 652 | 2,27% | Acciones |
| Nuveen, LLC | $42 719 762 | 1 028 896 | 1,92% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37 892 107 | 912 623 | 1,70% | Acciones |
| BANK OF AMERICA CORP /DE/ | $37 400 261 | 900 777 | 1,68% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $32 999 307 | 794 781 | 1,48% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26 549 673 | 639 443 | 1,19% | Acciones |
| MORGAN STANLEY | $25 139 371 | 605 475 | 1,13% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $24 756 009 | 596 243 | 1,11% | Acciones |
| ROYAL BANK OF CANADA | $23 842 000 | 574 235 | 1,07% | Acciones |
| GOLDMAN SACHS GROUP INC | $22 438 861 | 540 435 | 1,01% | Acciones |
| Boston Partners | $21 910 468 | 518 159 | 0,98% | Acciones |
| NORTHERN TRUST CORP | $21 225 688 | 511 216 | 0,95% | Acciones |
| AMERIPRISE FINANCIAL INC | $20 199 053 | 486 490 | 0,91% | Acciones |
| Bank of New York Mellon Corp | $19 389 579 | 466 994 | 0,87% | Acciones |
| First Light Asset Management, LLC | $18 780 492 | 452 324 | 0,84% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $18 544 451 | 446 639 | 0,83% | Acciones |
| Qube Research & Technologies Ltd | $18 008 137 | 433 722 | 0,81% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $16 742 400 | 403 237 | 0,75% | Acciones |
| FMR LLC | $15 072 651 | 363 021 | 0,68% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $13 958 899 | 336 197 | 0,63% | Acciones |
| JPMORGAN CHASE & CO | $13 515 795 | 328 430 | 0,61% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $12 423 365 | 299 214 | 0,56% | Acciones |
| CRAMER ROSENTHAL MCGLYNN LLC | $12 397 747 | 298 597 | 0,56% | Acciones |
| WCM INVESTMENT MANAGEMENT, LLC | $12 322 403 | 301 134 | 0,55% | Acciones |
| TWO SIGMA ADVISERS, LP | $12 294 420 | 271 400 | 0,55% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $11 991 972 | 288 824 | 0,54% | Acciones |
| D. E. Shaw & Co., Inc. | $11 935 380 | 287 461 | 0,54% | Acciones |
| Liontrust Investment Partners LLP | $11 301 163 | 272 186 | 0,51% | Acciones |
| Trexquant Investment LP | $10 266 443 | 247 265 | 0,46% | Acciones |
| UBS Group AG | $10 233 268 | 246 466 | 0,46% | Acciones |
| GLENMEDE TRUST CO NA | $9 747 691 | 234 771 | 0,44% | Acciones |
| ArrowMark Colorado Holdings LLC | $9 079 428 | 218 676 | 0,41% | Acciones |
| CITADEL ADVISORS LLC | $8 528 457 | 205 406 | 0,38% | Acciones |
| Dana Investment Advisors, Inc. | $8 015 561 | 193 053 | 0,36% | Acciones |
| BANK OF MONTREAL /CAN/ | $8 002 939 | 192 749 | 0,36% | Acciones |
| Invesco Ltd. | $7 928 369 | 190 953 | 0,36% | Acciones |
| Bastion Asset Management Inc. | $7 659 179 | 191 352 | 0,34% | Acciones |
| WELLS FARGO & COMPANY/MN | $7 262 097 | 174 906 | 0,33% | Acciones |
| Legal & General Group Plc | $7 194 044 | 173 267 | 0,32% | Acciones |
| Roubaix Capital, LLC | $6 965 935 | 167 773 | 0,31% | Acciones |
| Curi Capital, LLC | $6 849 551 | 164 970 | 0,31% | Acciones |
Informantes de la empresa 51 insiders · 22 directivos · 26 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Randall A Lipps | CHAIRMAN, CEO | 15 de agosto de 2026 F | 511 096 | 0 | 2 | $-1 486 152 |
| Dennis P Wolf | Exec VP, CFO | 25 de febrero de 2005 M | 0 | 0 | 0 | $0 |
| Nnamdi Njoku | President & COO | 17 de agosto de 2026 S | 161 224 | 0 | 2 | $-247 159 |
| Christopher J Drew | President, North American A&A | 5 de junio de 2018 M | 136 539 | 0 | 0 | $0 |
| Corey J Manley | EVP&CHIEF LEGAL/ADMIN OFFICER | 15 de agosto de 2026 F | 108 985 | 0 | 7 | $-1 310 873 |
| Brian H. Nutt | VP, Chief Accounting Officer | 15 de agosto de 2026 F | 22 266 | 0 | 0 | $0 |
| Joseph Brian Spears | Executive Advisor | 15 de mayo de 2024 F | 14 640 | 0 | 0 | $0 |
| Scott Peter Seidelmann | EVP, EXECUTIVE ADVISOR | 15 de junio de 2023 F | 26 720 | 0 | 0 | $0 |
| Peter J. Kuipers | EVP, EXECUTIVE ADVISOR | 15 de junio de 2023 F | 54 900 | 0 | 0 | $0 |
| Christine Marie Mellon | EVP, EXECUTIVE ADVISOR | 9 de junio de 2023 S | 14 876 | 0 | 0 | $0 |
| Dan S Johnston | EVP, EXECUTIVE ADVISOR | 15 de junio de 2022 F | 32 730 | 0 | 0 | $0 |
| Nhat H Ngo | EVP, Marketing, S & B D | 15 de diciembre de 2020 F | 26 818 | 0 | 0 | $0 |
| Jorge R. Taborga | EVP, Global R & D | 12 de marzo de 2019 M | 35 024 | 0 | 0 | $0 |
| Marga Ortigas-Wedekind | Vice President, Marketing | 1 de abril de 2015 F | 29 086 | 0 | 0 | $0 |
| Michael D Stevenson | Exec. VP, Global Manufacturing | 16 de diciembre de 2013 F | 22 523 | 0 | 0 | $0 |
| William G. Shields | Executive Vice President | 5 de junio de 2012 A | 25 000 | 0 | 0 | $0 |
| John Choma | VP, Professional Svcs & CLO | 1 de julio de 2009 S | 7 502 | 0 | 0 | $0 |
| Renee M Luhr | VP Sales | 1 de agosto de 2008 M | 22 500 | 0 | 0 | $0 |
| Brian Robert Rodli | Vice President/Marketing | 7 de febrero de 2007 M | 8 100 | 0 | 0 | $0 |
| Gary E Wright | Exec VP Sales | 28 de febrero de 2006 M | 0 | 0 | 0 | $0 |
| John D Higham | VP Corp Development | 24 de noviembre de 2003 S | 40 625 | 0 | 0 | $0 |
| Chusak Siripocanont | Sr. VP, Eng., Mfg. & Quality | 18 de agosto de 2003 M | 0 | 0 | 0 | $0 |
| Kaushik Ghoshal | Consejero | 1 de junio de 2026 A | 19 123 | 0 | 0 | $0 |
| Bruce E Scott | Consejero | 1 de junio de 2026 A | 27 600 | 0 | 0 | $0 |
| Eileen J. Voynick | Consejero | 1 de junio de 2026 A | 20 011 | 0 | 0 | $0 |
| Mary Garrett | Consejero | 1 de junio de 2026 A | 22 202 | 0 | 0 | $0 |
| Edward Peter Bousa | Consejero | 1 de junio de 2026 A | 22 589 | 0 | 0 | $0 |
| Joanne B Bauer | Consejero | 1 de junio de 2026 A | 49 922 | 0 | 0 | $0 |
| Robin Gene Seim | Consejero | 1 de junio de 2026 A | 52 198 | 0 | 0 | $0 |
| Mark W Parrish | Consejero | 1 de junio de 2026 A | 70 100 | 0 | 0 | $0 |
| Vance B. Moore | Consejero | 23 de mayo de 2023 A | 71 310 | 0 | 0 | $0 |
| Sara J White | Consejero | 23 de mayo de 2023 A | 44 786 | 0 | 0 | $0 |
| James T Judson | Consejero | 24 de agosto de 2021 G | 17 436 | 0 | 0 | $0 |
| Bruce D. Smith | Consejero | 25 de mayo de 2021 A | 23 958 | 0 | 0 | $0 |
| Gary S Petersmeyer | Consejero | 15 de febrero de 2019 S | 16 013 | 0 | 0 | $0 |
| Randy D Lindholm | Consejero | 24 de mayo de 2016 A | 36 076 | 0 | 0 | $0 |
| Joseph E Whitters | Consejero | 8 de noviembre de 2012 G | 46 251 | 0 | 0 | $0 |
| Mary E Foley | Consejero | 14 de agosto de 2012 S | 18 360 | 0 | 0 | $0 |
| William H Younger JR | Consejero | 16 de febrero de 2012 M | 20 860 | 0 | 0 | $0 |
| Brock Nelson | Consejero | 8 de febrero de 2007 S | 0 | 0 | 0 | $0 |
| Kevin L Roberg | Consejero | 25 de octubre de 2006 A | 13 122 | 0 | 0 | $0 |
| John D Stobo JR | Consejero | 9 de febrero de 2006 M | 0 | 0 | 0 | $0 |
| Benjamin A. Horowitz | Consejero | 20 de mayo de 2004 A | · | 0 | 0 | $0 |
| Timothy T Weglicki | Consejero | 20 de enero de 2004 J | 2 416 | 0 | 0 | $0 |
| ABS PARTNERS III LLC | Consejero | 16 de enero de 2004 J | 34 785 | 0 | 0 | $0 |
| ABS CAPITAL PARTNERS III L P | Consejero | 16 de enero de 2004 J | 0 | 0 | 0 | $0 |
| Charles J Barnett | Consejero | 24 de noviembre de 2003 M | 0 | 0 | 0 | $0 |
| Harlan Baird Radford | · | 1 de abril de 2026 A | 69 969 | 0 | 0 | $0 |
| Nchacha Etta | · | 15 de noviembre de 2025 F | 117 808 | 0 | 0 | $0 |
| Donald C Wegmiller | · | 12 de agosto de 2013 M | 8 002 | 0 | 0 | $0 |
| Donald B Hebb JR | · | 20 de enero de 2004 J | 6 356 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 61 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 |
|---|---|---|---|---|
| HTEC · EXCHANGE TRADED CONCEPTS TRUST | 0,88% | 17 112 NS | 31 de julio de 2026 | N-PORT |
| PSCH · Invesco Exchange-Traded Fund Trust … | 0,84% | 43 442 SH | 2 de octubre de 2026 | Diario |
| QQQS · Invesco Exchange-Traded Fund Trust … | 0,50% | 3 412 SH | 2 de octubre de 2026 | Diario |
| BRNY · EA Series Trust | 0,39% | 64 068 NS | 31 de julio de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,24% | 11 542 NS | 31 de julio de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,23% | 2 383 NS | 31 de julio de 2026 | N-PORT |
| IHI · iShares Trust | 0,22% | 217 147 SH | 11 de septiembre de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,20% | 96 503 SH | 19 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 29 730 NS | 31 de julio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,12% | 39 454 SH | 19 de agosto de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,11% | 41 687 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,11% | 4 203 NS | 31 de julio de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,11% | 246 538 NS | 31 de julio de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,11% | 1 843 NS | 31 de julio de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,10% | 5 648 NS | 31 de julio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,10% | 7 174 SH | 2 de octubre de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,10% | 159 074 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,09% | 71 138 SH | 2 de octubre de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,08% | 47 021 SH | 2 de octubre de 2026 | Diario |
| ESML · iShares Trust | 0,07% | 61 125 SH | 11 de septiembre de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,06% | 10 794 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 262 841 SH | 19 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 10 921 NS | 31 de julio de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,05% | 21 010 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,05% | 213 175 NS | 31 de julio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,05% | 21 831 NS | 31 de julio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 3 986 SH | 2 de octubre de 2026 | Diario |
| IWM · iShares Trust | 0,05% | 1 168 322 SH | 11 de septiembre de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,04% | 629 283 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,04% | 152 798 NS | 31 de julio de 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0,03% | 133 410 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,03% | 4 439 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 7 126 SH | 11 de septiembre de 2026 | Diario |
| TEXN · iShares Trust | 0,02% | 135 SH | 11 de septiembre de 2026 | Diario |
| FHLC · FIDELITY COVINGTON TRUST | 0,02% | 21 068 NS | 31 de julio de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,02% | 975 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 523 885 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,02% | 991 881 SH | 19 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,02% | 4 404 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,01% | 2 851 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 123 126 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 5 715 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 6 661 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 3 961 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 22 572 NS | 31 de julio de 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,00% | 248 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 12 086 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 14 436 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 58 837 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 11 913 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 368 862 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 34 092 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 3 835 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,00% | 10 038 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 2 775 941 SH | 10 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 407 459 SH | 8 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 425 737 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 6 290 SH | 31 de agosto de 2026 | Diario |
| SVAL · iShares Trust | · | 14 654 SH | 3 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 1 779 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 3 807 SH | 11 de septiembre de 2026 | Diario |
OMCL Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 14 analistas
COMPRA
Objetivo mediano
$60.00
+77,7%
3 21,4%
Compra fuerte
9 64,3%
Compra
2 14,3%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
7 analistas · 2026-09-29Objetivo medio $57.86 +71,4%
← Por Debajo de Todos los Objetivos
Precio Actual $33.76
Mín$45.00
Media$57.86
Máx$70.00
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 |
|---|---|---|---|---|---|---|
| OMCL | $2.04B | 1132.5 | 6.5% | 0.17% | 0.16% | 42.5% |
| INSP | $2.64B | 18.9 | 13.6% | 16.0% | 19.9% | 85.4% |
| LMAT | $1.85B | 32.2 | 13.5% | 23.1% | 15.3% | 71.5% |
| KMTS | $1.21B | -8.5 | 59.0% | -138.4% | -62.1% | 51.4% |
| ATEC | $3.16B | -21.9 | 24.9% | -18.8% | -792.1% | 69.6% |
| CNMD | $1.27B | 26.9 | 5.2% | 3.4% | 4.6% | 54.6% |
| KMTS | $1.21B | -8.5 | 59.0% | -138.4% | -62.1% | 51.4% |
| TNDM | $1.50B | -7.2 | 7.9% | -20.2% | -141.9% | 53.8% |
| IRMD | $1.24B | 55.6 | 14.4% | 26.8% | 23.8% | 76.8% |
| ABT | $250.18B | 33.7 | 5.7% | 14.7% | 13.1% | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Ago 5, 2026