OSIS OSI Systems, Inc. - Common Stock
NASDAQ · Electrical Equipment · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 21, 2026
$196,78
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$186,50mínimo 52 semanas
$311,72máximo 52 semanas
Capitalización Bursátil (MRQ)
$3.13B
P/E (TTM)
21.9
BPA (TTM)
$9.00
Ingresos (TTM)
$1.79B
tus insignias
Rango 52S
$186–$312
Calificación del Analista
STRONG BUY
Precio Objetivo
$278
P/E
21.9
ROE
17.3%
Margen de Beneficio Neto
8.7%
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OSIS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$196.78
Capitalización Bursátil (MRQ)
$3.13B
P/E (TTM)
21.9
BPA (TTM)
$9.00
Ingresos (TTM)
$1.79B
ROE (TTM)
17.3%
Deuda/Capital
1.2
Rango 52S
$187–$312
OSIS Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
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Acerca de OSI Systems, Inc. - Common Stock Descripción general de la empresa de Wikipedia
OSI Systems, Inc. is an American company based in California that develops and markets security and inspection systems such as airport security X-ray machines and metal detectors, medical monitoring and anesthesia systems, and optoelectronic devices. As of June 2010, the company employs approximately 3,180 personnel globally and includes subsidiary companies Spacelabs Healthcare, Rapiscan Systems and OSI Optoelectronics.
## History
1987 OSI Systems, Inc. was founded (prior to May 1997 operated under the name “Opto Sensors, Inc.”)
1990 Acquired UDT Sensors, Inc.
1993 Acquired Rapiscan Security Products Limited
1993 Acquired Ferson Optics, Inc.
1994 Formed ECIL-Rapiscan Security Products Limited (partnership with Electronics Corporation Of India Limited)
1994 Formed Opto Sensors (Malaysia) Sdn. Bhd.
1997 Acquired Advanced Micro Electronics AS
1998 Acquired Osteometer MediTech A/S
1998 Purchased the security products business of Metorex International Oy
1998 Purchased a minority equity stake in Square One, Inc., (In 2000, acquired substantially all of Square One, Inc.’s assets)
1999 Acquired Aristo Medical Products, Inc.
1999 Formed OSI Medical, Inc.
2000 Formed RapiTec, Inc.
2001 Formed Dolphin Medical (merged OSI Medical, Inc. into Dolphin in March 2002)
2002 Acquired substantially all the assets of Thermo Centro Vision, Inc.,
2002 Purchased a minority equity interest in CXR Limited, (In December 2004 CXR Limited became a wholly owned subsidiary)
2002 Acquired all the outstanding capital stock of Ancore Corporation
2003 Acquired the military, laser-based training business of Schwartz Electro-Optics, Inc. (In November 2003, acquired substantially all remaining assets of Schwartz Electro-Optics, Inc.)
2003 Acquired substantially all of the assets of J&D Engineering (UK) Limited.
2004 Acquired Spacelabs Medical.
2005 Acquired Blease Medical Holdings Limited.
2006: OSI acquires Del Mar Reynolds, the British diagnostic cardiology company and adds it to the healthcare organization.
2011 Established new office in Hitech City in Hyderabad.
2016 The company offered $269 million to acquire American Science and Engineering, a US manufacturer of X-ray equipment.
2022 Establishes New State of the Art Factory of 50K sq. ft. near RG International Airport (RGIA), Hyderabad India specializing in manufacturing of medical devices
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
sectorIndustrials
industriaElectrical Equipment
empleados7 806
paísUS
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.79B2018-06-30 → 2026-06-30
BPA$8.952018-06-30 → 2026-06-30
Flujo de caja libre$245M2018-06-30 → 2026-06-30
Margen neto8.7%2018-06-30 → 2026-06-30
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | OSIS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 21.9promedio 5A ≈20.8 | ≈20.8 | 29.6 | Infravalorado | |
| P/S (TTM) | 1.8promedio 5A ≈1.7 | ≈1.7 | 3.1 | Infravalorado | |
| P/C (MRQ) | 3.8promedio 5A ≈3.2 | ≈3.2 | 4.2 | Valor razonable | |
| EV / EBITDA | 14.4promedio 5A ≈12.8 | ≈12.8 | 13.9 | Valor razonable | |
| Precio / FCF (TTM) | 12.8promedio 5A ≈19.7 | ≈19.7 | · | · | |
| Precio / Flujo de Caja (TTM) | 11.4promedio 5A ≈13.6 | ≈13.6 | 12.6 | Valor razonable | |
| EV / Revenue (EV / Ingresos) | 2.1promedio 5A ≈1.9 | ≈1.9 | · | · | |
| EV / FCF | 15.4promedio 5A ≈22.2 | ≈22.2 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 4.9promedio 5A ≈9.7 | ≈9.7 | · | · | |
| PEG Ratio (Ratio PEG) | ≈1.3 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | OSIS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 33.2%promedio 5A ≈34.3% | ≈34.3% | 42.7% | Débil | |
| Margen Operativo (TTM) | 12.3%promedio 5A ≈11.6% | ≈11.6% | 12.9% | En línea | |
| Margen EBITDA (TTM) | 14.6%promedio 5A ≈14.4% | ≈14.4% | 17.3% | Débil | |
| Margen antes de impuestos (TTM) | 10.8%promedio 5A ≈10.6% | ≈10.6% | 8.4% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 8.7%promedio 5A ≈8.5% | ≈8.5% | 6.3% | De primer nivel | |
| ROA (TTM) | 6.5%promedio 5A ≈7.0% | ≈7.0% | 5.9% | En línea | |
| ROE (TTM) | 17.3%promedio 5A ≈16.4% | ≈16.4% | 14.0% | De primer nivel | |
| ROIC | 9.6%promedio 5A ≈12.0% | ≈12.0% | 8.9% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | OSIS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Debt / Equity (Deuda / Patrimonio) | 1.2promedio 5A ≈0.5 | ≈0.5 | 0.2 | Deuda alta | |
| Ratio corriente (MRQ) | 3.2promedio 5A ≈1.9 | ≈1.9 | 2.9 | En línea | |
| Quick Ratio (Ratio Rápido) | 2.2promedio 5A ≈1.2 | ≈1.2 | 2.0 | En línea | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 1.2promedio 5A ≈0.4 | ≈0.4 | 0.3 | Deuda alta |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | OSIS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 4.2%promedio 5A ≈9.4% | ≈9.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 11.8%promedio 5A ≈9.6% | ≈9.6% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 9.3% | · | · | · | |
| EPS YoY (EPS interanual) | 2.8%promedio 5A ≈20.4% | ≈20.4% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 3.4%promedio 5A ≈19.0% | ≈19.0% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 18.8%promedio 5A ≈15.3% | ≈15.3% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 17.3% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 19.0%promedio 5A ≈13.7% | ≈13.7% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 15.9% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | OSIS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.8promedio 5A ≈0.8 | ≈0.8 | 0.6 | De primer nivel | |
| Inventory Turnover (Rotación de Inventario) | 2.9promedio 5A ≈2.7 | ≈2.7 | 3.6 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 2.2promedio 5A ≈3.0 | ≈3.0 | 5.9 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$228.8K | · | · | · |
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
-0.40%
Próximo informe
Oct 28, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 31 de diciembre de 2026 | Ago 20, 2026 | $3.78 | $3.85 | -1.8% |
| 30 de junio de 2026 | $3.78 | $3.85 | -1.8% | |
| 31 de marzo de 2026 | $2.60 | $2.59 | 0.30% | |
| 31 de diciembre de 2025 | $2.58 | $2.57 | 0.35% | |
| 30 de septiembre de 2025 | $1.42 | $1.40 | 1.1% | |
| 30 de junio de 2025 | $3.24 | $3.25 | -0.42% | |
| 31 de marzo de 2025 | $2.44 | $2.45 | -0.49% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.79B | $1.71B | $1.54B | $1.28B | $1.18B | $1.15B | $1.17B | $1.18B | $1.09B | $961M | $830M | $958M | |
| Cost of Revenue | $1.19B | $1.13B | $1.01B | $848M | $759M | $727M | $745M | $752M | $698M | $637M | $553M | $633M | |
| Gross Profit | $593M | $587M | $530M | $431M | $424M | $420M | $421M | $431M | $392M | $324M | $277M | $325M | |
| R&D Expense | $79M | $73M | $65M | $59M | $60M | $54M | $57M | $57M | $61M | $51M | $50M | $52M | |
| SG&A Expense | $278M | $291M | $270M | $228M | $236M | $241M | $252M | $262M | $240M | $193M | $167M | $172M | |
| Operating Expenses | $374M | $370M | $341M | $295M | $303M | $305M | $316M | $323M | $336M | $290M | $238M | $233M | |
| Operating Income | $219M | $218M | $189M | $135M | $122M | $115M | $105M | $108M | $56M | $33M | $38M | $92M | |
| Interest Expense | · | · | · | · | · | · | · | $22M | $19M | $10M | $3M | $3M | |
| Other Non-op | · | · | $0 | $0 | $27M | · | · | $-7.0K | $239.0K | $2M | $-27.0K | · | |
| Pretax Income | $193M | $186M | $161M | $115M | $140M | $99M | $86M | $86M | $37M | $26M | $35M | $89M | |
| Income Tax | $38M | $36M | $33M | $23M | $25M | $25M | $11M | $21M | $66M | $5M | $9M | $24M | |
| Net Income | $155M | $150M | $128M | $92M | $115M | $74M | $75M | $65M | $-29M | $21M | $26M | $65M | |
| EPS (Basic) | $9.33 | $8.93 | $7.55 | $5.45 | $6.57 | $4.12 | $4.14 | $3.58 | $-1.57 | $1.12 | $1.35 | $3.29 | |
| EPS (Diluted) | $8.95 | $8.71 | $7.38 | $5.34 | $6.45 | $4.03 | $4.05 | $3.46 | $-1.57 | $1.07 | $1.30 | $3.17 | |
| Shares (Basic) | 16,584,000 | 16,760,000 | 16,978,000 | 16,828,000 | 17,551,000 | 17,968,000 | 18,191,000 | 18,097,000 | 18,592,000 | 18,894,000 | 19,427,000 | 19,799,000 | |
| Shares (Diluted) | 17,280,000 | 17,178,000 | 17,354,000 | 17,190,000 | 17,870,000 | 18,388,000 | 18,600,000 | 18,720,000 | 18,592,000 | 19,689,000 | 20,076,000 | 20,526,000 | |
| EBITDA | $262M | $261M | $231M | $174M | $160M | $159M | $155M | $164M | $126M | $102M | $96M | $151M |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $360M | $106M | $95M | $77M | $64M | $81M | $76M | $96M | $85M | $170M | $104M | $48M | |
| Receivables | $765M | $838M | $648M | $381M | $308M | $291M | $270M | $238M | $211M | $207M | $142M | $179M | |
| Inventory | $416M | $407M | $398M | $338M | $334M | $294M | $241M | $274M | $314M | $249M | $273M | $230M | |
| Prepaid Expense | $72M | $72M | $74M | $44M | $40M | $44M | $31M | $32M | $42M | $28M | $36M | $40M | |
| Current Assets | $1.61B | $1.42B | $1.22B | $840M | $746M | $709M | $618M | $641M | $651M | $653M | $555M | $497M | |
| PP&E (Net) | $130M | $127M | $114M | $109M | $110M | $118M | $128M | $127M | $116M | $142M | $183M | $226M | |
| PP&E (Gross) | $322M | $312M | $293M | $283M | $267M | $273M | $266M | $265M | $247M | $390M | $392M | $391M | |
| Accum. Depreciation | $192M | $185M | $179M | $174M | $157M | $155M | $138M | $138M | $131M | $248M | $209M | $165M | |
| Goodwill | $407M | $387M | $351M | $350M | $336M | $320M | $311M | $307M | $292M | $242M | $123M | $98M | |
| Intangibles | $192M | $183M | $140M | $141M | $138M | $128M | $128M | $133M | $142M | $118M | $56M | $50M | |
| Other Non-current Assets | $162M | $121M | $116M | $116M | $113M | $109M | $84M | $57M | $55M | $75M | $31M | $66M | |
| Total Assets | $2.50B | $2.24B | $1.94B | $1.56B | $1.44B | $1.38B | $1.27B | $1.26B | $1.26B | $1.23B | $992M | $937M | |
| Accounts Payable | $169M | $205M | $191M | $139M | $125M | $141M | $85M | $94M | $107M | $76M | $69M | $62M | |
| Current Liabilities | $511M | $697M | $815M | $572M | $614M | $345M | $330M | $382M | $443M | $346M | $368M | $242M | |
| Capital Leases | $36M | $21M | $21M | $24M | $30M | $16M | $20M | · | · | · | · | · | |
| Deferred Tax | $5M | $3M | $3M | $7M | $11M | $7M | $6M | $8M | $15M | $21M | $29M | $31M | |
| Other Non-current Liabilities | $154M | $126M | $125M | $115M | $131M | $116M | $93M | $65M | $59M | $52M | $48M | $75M | |
| Total Liabilities | $1.67B | $1.29B | $1.07B | $830M | $805M | $745M | $696M | $713M | $766M | $661M | $451M | $356M | |
| Long-term Debt | $1.00B | $472M | $138M | $145M | $293M | $277M | $268M | $259M | $290M | $244M | $9M | $11M | |
| Total Debt | $1.00B | $472M | $138M | $145M | $293M | $277M | $268M | $259M | $251M | $244M | $9M | $11M | |
| Common Stock | $17.0K | $30M | $24M | $10M | $17.0K | $106M | $123M | $169M | $169M | $223M | $219M | $279M | |
| Retained Earnings | $852M | $942M | $861M | $736M | $664M | $549M | $475M | $400M | $335M | $364M | $339M | $313M | |
| AOCI | $-19M | $-21M | $-22M | $-20M | $-25M | $-15M | $-25M | $-17M | $-15M | $-17M | $-17M | $-10M | |
| Stockholders' Equity | $833M | $951M | $863M | $726M | $638M | $640M | $572M | $552M | $489M | $569M | $541M | $582M | |
| Liabilities + Equity | $2.50B | $2.24B | $1.94B | $1.56B | $1.44B | $1.38B | $1.27B | $1.26B | $1.26B | $1.23B | $992M | $937M | |
| Shares Outstanding | 15,918,066 | 16,794,399 | 17,055,497 | 16,755,772 | 16,870,050 | 17,854,110 | 18,011,982 | 18,167,020 | 18,032,374 | 18,689,568 | 18,912,157 | 19,716,507 |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $43M | $44M | $42M | $39M | $39M | $44M | $50M | $56M | $70M | $68M | $58M | $59M | |
| Stock-based Comp | $26M | $32M | $29M | $29M | $28M | $27M | $24M | $25M | $24M | $26M | $21M | $23M | |
| Deferred Tax | $-2M | $-9M | $-14M | $-4M | $4M | $432.0K | $-431.0K | $-9M | $26M | $-24M | $-13M | $-6M | |
| Amort. of Intangibles | $21M | $22M | $23M | $19M | $18M | $22M | $21M | $21M | $20M | $12M | $6M | $4M | |
| Restructuring | · | · | · | · | · | · | · | · | $27M | $20M | · | $10M | |
| Other Non-cash | $54M | $-118M | $-272M | $-61M | $-122M | $-6M | $-19M | $-19M | $43M | $-28M | · | · | |
| Operating Cash Flow | $276M | $98M | $-88M | $95M | $64M | $139M | $129M | $119M | $133M | $63M | $59M | $105M | |
| CapEx | $31M | $24M | $22M | $16M | $15M | $17M | $21M | $27M | $43M | $17M | $18M | $15M | |
| Investing Cash Flow | $-68M | $-118M | $-38M | $-40M | $-13M | $-35M | $-43M | $-48M | $-146M | $-198M | $-43M | $-35M | |
| Debt Issued | $663M | $341M | $1M | $101M | $50M | $739.0K | $770.0K | $1M | $1M | $281M | $691.0K | $2M | |
| Net Debt Issued | $526M | $332M | $-7M | $-149M | $4M | $-318.0K | $-200.0K | $-2M | $-2M | $276M | $-2M | $-2M | |
| Stock Repurchased | $272M | $80M | $0 | $35M | $112M | $37M | $52M | $21M | $63M | $48M | $73M | $31M | |
| Net Stock Activity | $-272M | $-80M | $0 | $-35M | $-112M | $-37M | $-52M | $-21M | $-63M | $-48M | $-73M | $-31M | |
| Financing Cash Flow | $47M | $31M | $144M | $-37M | $-64M | $-104M | $-105M | $-58M | $-72M | $201M | $42M | $-60M | |
| Net Change in Cash | $253M | $11M | $19M | $13M | $-16M | $5M | $-20M | $12M | $-85M | $65M | $57M | $9M | |
| Taxes Paid | $43M | $40M | $42M | $19M | $17M | $13M | $19M | $35M | $29M | $25M | $27M | $31M | |
| Free Cash Flow | $245M | $74M | $-110M | $79M | $49M | $123M | $109M | $92M | $90M | $46M | $42M | $90M | |
| Levered FCF | · | · | · | · | · | · | · | $75M | $105M | $40M | $39M | $87M |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.2% | 34.3% | 34.5% | 33.7% | 35.9% | 36.6% | 36.1% | 36.4% | 35.9% | 33.7% | 33.4% | 34.0% | |
| Operating Margin | 12.3% | 12.7% | 12.3% | 10.6% | 10.3% | 10.1% | 9.0% | 9.1% | 5.1% | 3.5% | 4.6% | 9.6% | |
| Net Margin | 8.7% | 8.7% | 8.3% | 7.2% | 9.8% | 6.5% | 6.5% | 5.5% | -2.7% | 2.2% | · | · | |
| Pretax Margin | 10.8% | 10.9% | 10.5% | 9.0% | 11.8% | 8.6% | 7.4% | 7.3% | 3.4% | 2.7% | 4.3% | 9.3% | |
| EBITDA Margin | 14.6% | 15.2% | 15.0% | 13.6% | 13.6% | 13.9% | 13.3% | 13.9% | 11.5% | 10.6% | 11.6% | 15.8% | |
| ROA | 6.5% | 7.2% | 7.3% | 6.1% | 8.0% | 5.6% | 5.9% | 5.1% | -2.3% | 1.9% | · | · | |
| ROE | 18.4% | 16.8% | 15.3% | 13.2% | 18.4% | 11.8% | 13.4% | 12.0% | -6.0% | 3.8% | · | · | |
| ROIC | 9.6% | 12.3% | 15.0% | 12.4% | 10.8% | 9.4% | 10.9% | 10.0% | -6.0% | 3.4% | 5.1% | 11.4% |
Liquidez y Solvencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.2 | 2.0 | 1.5 | 1.5 | 1.2 | 2.1 | 1.9 | 1.7 | 1.5 | 1.9 | 1.5 | 2.2 | |
| Quick Ratio | 2.2 | 1.4 | 0.9 | 0.8 | 0.6 | 1.1 | 1.0 | 0.9 | 0.7 | 1.1 | 0.7 | 0.9 | |
| Debt / Equity | 1.2 | 0.5 | 0.2 | 0.2 | 0.5 | 0.4 | 0.5 | 0.5 | 0.5 | 0.4 | 0.0 | 0.0 | |
| LT Debt / Equity | 1.2 | 0.5 | 0.1 | 0.2 | 0.1 | 0.4 | 0.5 | 0.5 | 0.5 | 0.4 | 0.0 | 0.0 | |
| Interest Coverage | · | · | · | · | · | · | · | 5.0 | 2.9 | 4.4 | 13.3 | 28.3 |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.9 | 0.9 | 0.8 | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 1.0 | |
| Inventory Turnover | 2.9 | 2.8 | 2.7 | 2.5 | 2.4 | 2.7 | 2.9 | 2.6 | 2.5 | 2.4 | 2.2 | 2.7 | |
| Receivables Turnover | 2.2 | 2.3 | 3.0 | 3.7 | 4.0 | 4.1 | 4.6 | 5.3 | 5.2 | 5.5 | 5.2 | 5.3 |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $52.33 | $56.63 | $50.63 | $43.34 | $37.84 | $35.84 | $31.77 | $30.37 | $27.14 | $30.46 | $28.60 | $29.51 | |
| Revenue / Share | $103.36 | $99.73 | $88.67 | $74.37 | $66.21 | $62.37 | $62.69 | $63.15 | $58.59 | $48.81 | $41.33 | $46.68 | |
| Cash Flow / Share | $15.97 | $5.68 | $-5.04 | $5.52 | $3.57 | $7.56 | $6.95 | $6.36 | $7.16 | $3.19 | $2.95 | $5.12 | |
| Cash / Share | $22.61 | $6.34 | $5.59 | $4.58 | $3.81 | $4.52 | $4.23 | $5.30 | $4.70 | $9.08 | $5.52 | $2.41 | |
| EPS (TTM) | $8.95 | $8.71 | $7.38 | $5.34 | $6.45 | $4.03 | $4.05 | $3.46 | $-1.57 | $1.07 | $1.30 | $3.17 |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.2% | 11.3% | 20.4% | 8.0% | 3.2% | -1.6% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.8% | 13.1% | 10.3% | 3.1% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.3% | 8.0% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 2.8% | 18.0% | 38.2% | -17.2% | 60.1% | -0.49% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 18.8% | 10.5% | 22.3% | 9.7% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 17.3% | 16.6% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 3.4% | 16.8% | 39.6% | -20.4% | 55.8% | -1.6% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 19.0% | 9.1% | 20.1% | 6.8% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 15.9% | 14.7% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.79B | $1.71B | $1.54B | $1.28B | $1.18B | $1.15B | $1.17B | $1.18B | $1.09B | $961M | $830M | $958M | |
| Net Income TTM | $155M | $150M | $128M | $92M | $115M | $74M | $75M | $65M | $-29M | $21M | $26M | $65M | |
| Market Cap | $3.48B | $3.78B | $2.35B | $1.97B | $1.44B | $1.81B | $1.34B | $2.05B | $1.39B | $1.40B | $1.10B | $1.40B | |
| Enterprise Value | $4.12B | $4.14B | $2.39B | $2.04B | $1.67B | $2.01B | $1.54B | $2.21B | $1.56B | $1.48B | $1.00B | $1.36B | |
| P/E | 24.4 | 25.8 | 18.6 | 22.1 | 13.2 | 25.2 | 18.4 | 32.6 | -49.3 | 70.2 | 44.7 | 22.3 | |
| P/S | 1.9 | 2.2 | 1.5 | 1.5 | 1.2 | 1.6 | 1.2 | 1.7 | 1.3 | 1.5 | 1.3 | 1.5 | |
| P/B | 4.2 | 4.0 | 2.7 | 2.7 | 2.3 | 2.8 | 2.3 | 3.7 | 2.8 | 2.5 | 2.0 | 2.4 | |
| P / Tangible Book | 14.9 | 9.9 | 6.3 | 8.4 | 8.8 | 9.5 | 10.1 | · | · | · | · | · | |
| P / Cash Flow | 12.6 | 38.7 | -26.8 | 20.8 | 22.6 | 13.0 | 10.4 | 17.2 | 10.5 | 22.4 | 18.6 | 13.3 | |
| P / FCF | 14.2 | 51.2 | -21.4 | 25.0 | 29.5 | 14.7 | 12.4 | 22.3 | 15.5 | 30.7 | 26.5 | 15.5 | |
| EV / EBITDA | 15.8 | 15.9 | 10.3 | 11.8 | 10.4 | 12.6 | 9.9 | 13.5 | 12.4 | 14.6 | 10.4 | 9.0 | |
| EV / FCF | 16.8 | 56.1 | -21.8 | 25.8 | 34.2 | 16.3 | 14.1 | 24.1 | 17.4 | 32.4 | 24.2 | 15.1 | |
| EV / Revenue | 2.3 | 2.4 | 1.6 | 1.6 | 1.4 | 1.8 | 1.3 | 1.9 | 1.4 | 1.5 | 1.2 | 1.4 | |
| Earnings Yield | 4.1% | 3.9% | 5.4% | 4.5% | 7.5% | 4.0% | 5.4% | 3.1% | -2.0% | 1.4% | 2.2% | 4.5% |
Estado de resultados
| Métrica | Tendencia | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $484M | $453M | $464M | $385M | $505M | $444M | $420M | $344M | $481M | $405M | $373M | $279M | $412M | $303M | $296M | $268M | |
| Cost of Revenue | $316M | $303M | $312M | $261M | $337M | $294M | $273M | $223M | $327M | $269M | $232M | $180M | $269M | $199M | $199M | $181M | |
| Gross Profit | $168M | $150M | $152M | $123M | $168M | $150M | $147M | $122M | $154M | $136M | $141M | $99M | $143M | $104M | $96M | $87M | |
| R&D Expense | $20M | $19M | $20M | $20M | $19M | $19M | $18M | $18M | $16M | $17M | $16M | $16M | $16M | $15M | $14M | $15M | |
| SG&A Expense | $70M | $71M | $70M | $67M | $75M | $73M | $71M | $72M | $72M | $67M | $72M | $60M | $67M | $54M | $54M | $53M | |
| Operating Expenses | $94M | $97M | $93M | $90M | $95M | $94M | $89M | $91M | $91M | $85M | $89M | $76M | $86M | $69M | $71M | $69M | |
| Operating Income | $74M | $53M | $59M | $33M | $73M | $56M | $58M | $30M | $63M | $51M | $52M | $23M | $57M | $34M | $25M | $18M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | · | $6M | $6M | $5M | $3M | |
| Pretax Income | $70M | $49M | $48M | $26M | $66M | $48M | $49M | $23M | $55M | $44M | $46M | $17M | $51M | $29M | $20M | $15M | |
| Income Tax | $15M | $9M | $9M | $5M | $13M | $7M | $12M | $5M | $10M | $10M | $9M | $4M | $9M | $7M | $4M | $4M | |
| Net Income | $55M | $40M | $39M | $21M | $53M | $41M | $38M | $18M | $45M | $34M | $37M | $13M | $42M | $22M | $16M | $11M | |
| EPS (Basic) | $3.40 | $2.44 | $2.31 | $1.22 | $3.14 | $2.45 | $2.26 | $1.07 | $2.63 | $2.00 | $2.15 | $0.77 | $2.52 | $1.30 | $0.97 | $0.66 | |
| EPS (Diluted) | $3.27 | $2.33 | $2.22 | $1.18 | $3.03 | $2.40 | $2.22 | $1.05 | $2.57 | $1.95 | $2.11 | $0.75 | $2.46 | $1.27 | $0.96 | $0.65 | |
| Shares (Basic) | · | 16,474,000 | 16,740,000 | 16,896,000 | · | 16,781,000 | 16,724,000 | 16,742,000 | · | 17,042,000 | 16,995,000 | 16,825,000 | · | 16,809,000 | 16,841,000 | 16,924,000 | |
| Shares (Diluted) | · | 17,291,000 | 17,469,000 | 17,473,000 | · | 17,159,000 | 17,040,000 | 17,055,000 | · | 17,425,000 | 17,302,000 | 17,175,000 | · | 17,184,000 | 17,103,000 | 17,180,000 | |
| EBITDA | · | $63M | $68M | $43M | · | $56M | $58M | $42M | · | $51M | $52M | $32M | · | $34M | $25M | $28M |
Balance general
| Métrica | Tendencia | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $360M | $345M | $337M | $124M | $106M | $96M | $102M | $85M | $95M | $101M | $127M | $83M | · | $66M | $46M | $54M | |
| Receivables | $765M | $870M | $833M | $828M | $838M | $672M | $704M | $688M | $648M | $504M | $370M | $324M | · | $301M | $323M | $314M | |
| Inventory | $416M | $435M | $453M | $454M | $407M | $439M | $442M | $456M | $398M | $443M | $446M | $419M | · | $372M | $361M | $362M | |
| Prepaid Expense | $72M | $66M | $64M | $71M | $72M | $66M | $77M | $81M | $74M | $71M | $60M | $47M | · | $40M | $38M | $42M | |
| Current Assets | $1.61B | $1.72B | $1.69B | $1.48B | $1.42B | $1.27B | $1.32B | $1.31B | $1.22B | $1.12B | $1.00B | $872M | · | $779M | $767M | $771M | |
| PP&E (Net) | $130M | $126M | $129M | $128M | $127M | $124M | $124M | $125M | $114M | $110M | $110M | $109M | · | $109M | $108M | $108M | |
| PP&E (Gross) | $322M | $317M | $317M | $313M | $312M | $314M | $310M | $308M | $293M | $289M | $286M | $281M | · | $279M | $273M | $268M | |
| Accum. Depreciation | $192M | $192M | $189M | $185M | $185M | $190M | $186M | $183M | $179M | $179M | $176M | $172M | · | $170M | $165M | $160M | |
| Goodwill | $407M | $385M | $386M | $385M | $387M | $383M | $382M | $381M | $351M | $352M | $353M | $348M | $350M | $347M | $339M | $336M | |
| Intangibles | $192M | $183M | $183M | $183M | $183M | $183M | $182M | $183M | $140M | $142M | $143M | $140M | · | $140M | $138M | $138M | |
| Other Non-current Assets | $162M | $143M | $138M | $125M | $121M | $118M | $118M | $114M | $116M | $107M | $117M | $119M | · | $109M | $114M | $115M | |
| Total Assets | $2.50B | $2.55B | $2.52B | $2.30B | $2.24B | $2.08B | $2.13B | $2.11B | $1.94B | $1.83B | $1.73B | $1.59B | $1.56B | $1.48B | $1.47B | $1.47B | |
| Accounts Payable | $169M | $201M | $213M | $217M | $205M | $173M | $184M | $192M | $191M | $172M | $164M | $164M | · | $127M | $129M | $144M | |
| Current Liabilities | $511M | $529M | $535M | $792M | $697M | $604M | $704M | $713M | $815M | $762M | $700M | $612M | · | $550M | $538M | $562M | |
| Capital Leases | $36M | $30M | $30M | $19M | $21M | $21M | $20M | $20M | $21M | $20M | $23M | $23M | · | $25M | $26M | $29M | |
| Deferred Tax | $5M | $1M | $1M | $1M | $3M | · | · | · | $3M | $7M | $7M | $7M | · | $12M | $12M | $11M | |
| Other Non-current Liabilities | $154M | $131M | $141M | $123M | $126M | $133M | $135M | $146M | $125M | $117M | $116M | $111M | · | $116M | $128M | $126M | |
| Total Liabilities | $1.67B | $1.66B | $1.68B | $1.35B | $1.29B | $1.20B | $1.31B | $1.33B | $1.07B | $1.02B | $956M | $864M | · | $816M | $818M | $843M | |
| Long-term Debt | $1.00B | $1.00B | $1.00B | $442M | $472M | $473M | $475M | $476M | $138M | $139M | $141M | $143M | · | $146M | $148M | $151M | |
| Total Debt | · | $1.00B | $1.00B | $442M | · | $473M | $475M | $476M | · | $139M | $141M | $143M | · | $146M | $148M | $151M | |
| Common Stock | $17.0K | $13M | $3M | $4M | $30M | $20M | $9M | $17.0K | $24M | $17M | $7M | $17.0K | · | $17.0K | $3M | $17.0K | |
| Retained Earnings | $852M | $902M | $862M | $963M | $942M | $890M | $848M | $811M | $861M | $817M | $783M | $746M | · | $694M | $672M | $656M | |
| AOCI | $-19M | $-21M | $-19M | $-21M | $-21M | $-30M | $-31M | $-24M | $-22M | $-20M | $-19M | $-22M | · | $-27M | $-27M | $-31M | |
| Stockholders' Equity | $833M | $894M | $845M | $946M | $951M | $879M | $826M | $786M | $863M | $813M | $770M | $724M | $726M | $667M | $648M | $625M | |
| Liabilities + Equity | $2.50B | $2.55B | $2.52B | $2.30B | $2.24B | $2.08B | $2.13B | $2.11B | $1.94B | $1.83B | $1.73B | $1.59B | · | $1.48B | $1.47B | $1.47B | |
| Shares Outstanding | 15,918,066 | 16,482,544 | 16,451,106 | 16,977,595 | 16,794,399 | 16,788,617 | 16,745,805 | 16,710,749 | 17,055,497 | 17,048,704 | 17,011,639 | 16,987,842 | · | 16,727,121 | 16,819,609 | 16,854,153 |
Flujo de Efectivo
| Métrica | Tendencia | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $13M | $10M | $10M | $10M | $11M | $11M | $11M | $11M | $12M | $11M | $10M | $10M | $10M | $10M | $10M | $10M | |
| Stock-based Comp | $7M | $7M | $7M | $6M | $9M | $8M | $9M | $6M | $7M | $7M | $7M | $7M | $8M | $7M | $7M | $7M | |
| Deferred Tax | $-2M | $95.0K | $0 | $18.0K | $-9M | $385.0K | $479.0K | $-851.0K | $-14M | $281.0K | $-1M | $208.0K | $-5M | $-263.0K | $1M | $121.0K | |
| Amort. of Intangibles | $8M | $4M | $4M | $5M | $6M | $6M | $6M | $5M | $7M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | |
| Other Non-cash | · | · | · | $-20M | · | · | · | $-72M | · | · | · | $-13M | · | · | · | $-11M | |
| Operating Cash Flow | $182M | $14M | $62M | $17M | $562.0K | $82M | $53M | $-37M | $-29M | $-52M | $-24M | $17M | $22M | $65M | $-9M | $17M | |
| CapEx | $9M | $8M | $7M | $7M | $6M | $5M | $5M | $8M | $8M | $5M | $3M | $5M | $3M | $6M | $4M | $3M | |
| Investing Cash Flow | $-40M | $-7M | $-10M | $-11M | $-11M | $-9M | $-10M | $-87M | $-13M | $-3M | $-12M | $-10M | $-10M | $-11M | $-10M | $-9M | |
| Debt Issued | $0 | $82.0K | $563M | $100M | $104.0K | $32.0K | $68.0K | $340M | $325.0K | $594.0K | $122.0K | $394.0K | $112.0K | $152.0K | $195.0K | $100M | |
| Net Debt Issued | · | · | · | $-30M | · | · | · | $338M | · | · | · | $-2M | · | · | · | $-142M | |
| Stock Repurchased | $125M | $0 | · | · | $0 | $0 | $0 | $80M | · | · | · | · | $0 | $13M | $4M | $17M | |
| Net Stock Activity | · | · | · | · | · | · | · | $-80M | · | · | · | · | · | · | · | $-17M | |
| Financing Cash Flow | $-127M | $2M | $160M | $12M | $20M | $-79M | $-25M | $114M | $34M | $34M | $79M | $-2M | $-125.0K | $-33M | $10M | $-14M | |
| Net Change in Cash | $15M | $9M | $212M | $18M | $11M | $-6M | $17M | $-10M | $-6M | $-26M | $45M | $6M | $11M | $20M | $-8M | $-10M | |
| Taxes Paid | $2M | $9M | $23M | $10M | $6M | $15M | $5M | $14M | $8M | $12M | $15M | $7M | $4M | $4M | $5M | $7M | |
| Free Cash Flow | · | · | · | $10M | · | · | · | $-45M | · | · | · | $12M | · | · | · | $14M |
Rentabilidad
| Métrica | Tendencia | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 33.2% | 32.7% | 32.0% | · | 33.8% | 35.0% | 35.3% | · | 33.6% | 37.9% | 35.4% | · | 34.3% | 32.6% | 32.6% | |
| Operating Margin | · | 11.7% | 12.7% | 8.6% | · | 12.7% | 13.8% | 8.8% | · | 12.7% | 14.0% | 8.1% | · | 11.3% | 8.6% | 6.8% | |
| Net Margin | · | 8.9% | 8.3% | 5.3% | · | · | · | 5.2% | · | · | · | 4.6% | · | · | · | 4.2% | |
| Pretax Margin | · | 10.9% | 10.4% | 6.7% | · | 10.8% | 11.8% | 6.7% | · | 10.8% | 12.3% | 6.0% | · | 9.4% | 6.9% | 5.5% | |
| EBITDA Margin | · | 13.8% | 14.7% | 11.3% | · | 12.7% | 13.8% | 12.1% | · | 12.7% | 14.0% | 11.5% | · | 11.3% | 8.6% | 10.4% | |
| ROA | · | 1.7% | 1.7% | 0.93% | · | · | · | 0.97% | · | · | · | 0.84% | · | · | · | 0.82% | |
| ROE | · | 4.5% | 4.6% | 2.4% | · | · | · | 2.4% | · | · | · | 1.9% | · | · | · | 1.9% | |
| ROIC | · | 2.3% | 2.6% | 1.9% | · | 3.6% | 3.4% | 1.9% | · | 4.2% | 4.6% | 2.0% | · | 3.2% | 2.6% | 1.8% |
Liquidez y Solvencia
| Métrica | Tendencia | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 3.2 | 3.2 | 1.9 | · | 2.1 | 1.9 | 1.8 | · | 1.5 | 1.4 | 1.4 | · | 1.4 | 1.4 | 1.4 | |
| Quick Ratio | · | 2.3 | 2.2 | 1.2 | · | 1.3 | 1.1 | 1.1 | · | 0.8 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | |
| Debt / Equity | · | 1.1 | 1.2 | 0.5 | · | 0.5 | 0.6 | 0.6 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | |
| LT Debt / Equity | · | 1.1 | 1.2 | 0.5 | · | 0.5 | 0.6 | 0.6 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 |
Eficiencia
| Métrica | Tendencia | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset 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 | |
| Inventory Turnover | · | 0.7 | 0.7 | 0.6 | · | 0.7 | 0.6 | 0.5 | · | 0.7 | 0.6 | 0.5 | · | 0.6 | 0.6 | 0.6 | |
| Receivables Turnover | · | 0.6 | 0.6 | 0.5 | · | 0.8 | 0.8 | 0.7 | · | 1.0 | 1.1 | 0.9 | · | 1.0 | 1.0 | 0.9 |
Por Acción
| Métrica | Tendencia | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $54.26 | $51.39 | $55.72 | · | $52.38 | $49.32 | $47.07 | · | $47.71 | $45.29 | $42.65 | · | $39.87 | $38.51 | $37.06 | |
| Revenue / Share | · | $26.21 | $26.56 | $22.01 | · | $25.90 | $24.64 | $20.17 | · | $23.27 | $21.57 | $16.26 | · | $17.63 | $17.28 | $15.60 | |
| Cash Flow / Share | · | · | · | $0.98 | · | · | · | $-2.18 | · | · | · | $1.00 | · | · | · | $1.00 | |
| Cash / Share | · | $20.95 | $20.47 | $7.33 | · | $5.71 | $6.07 | $5.09 | · | $5.95 | $7.48 | $4.86 | · | $3.92 | $2.71 | $3.20 | |
| EPS (TTM) | · | $8.76 | $8.83 | $8.83 | · | $8.24 | $7.79 | $7.68 | · | $7.27 | $6.59 | $5.44 | · | $4.79 | $5.93 | $6.06 |
Valoración (TTM)
| Métrica | Tendencia | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $1.81B | $1.80B | $1.75B | · | $1.69B | $1.65B | $1.60B | · | $1.47B | $1.37B | $1.29B | · | $1.20B | $1.19B | $1.17B | |
| Net Income TTM | · | $152M | $153M | $152M | · | $142M | $134M | $133M | · | $126M | $114M | $93M | · | $83M | $104M | $108M | |
| Market Cap | · | $4.38B | $4.20B | $4.23B | · | $3.26B | $2.80B | $2.54B | · | $2.43B | $2.20B | $2.01B | · | $1.71B | $1.34B | $1.21B | |
| Enterprise Value | · | $5.03B | $4.86B | $4.55B | · | $3.64B | $3.18B | $2.93B | · | $2.47B | $2.21B | $2.07B | · | $1.79B | $1.44B | $1.31B | |
| P/E | · | 30.3 | 28.9 | 28.2 | · | 23.6 | 21.5 | 19.8 | · | 19.6 | 19.6 | 21.7 | · | 21.4 | 13.4 | 11.9 | |
| P/S | · | 2.4 | 2.3 | 2.4 | · | 1.9 | 1.7 | 1.6 | · | 1.7 | 1.6 | 1.6 | · | 1.4 | 1.1 | 1.0 | |
| P/B | · | 4.9 | 5.0 | 4.5 | · | 3.7 | 3.4 | 3.2 | · | 3.0 | 2.8 | 2.8 | · | 2.6 | 2.1 | 1.9 | |
| P / Tangible Book | · | 13.4 | 15.2 | 11.2 | · | 10.4 | 10.7 | 11.4 | · | 7.6 | 8.0 | 8.5 | · | 9.5 | 7.8 | 8.1 | |
| P / Cash Flow | · | · | · | 246.9 | · | · | · | -68.3 | · | · | · | 117.0 | · | · | · | 70.4 | |
| EV / Revenue | · | 2.8 | 2.7 | 2.6 | · | 2.2 | 1.9 | 1.8 | · | 1.7 | 1.6 | 1.6 | · | 1.5 | 1.2 | 1.1 | |
| Earnings Yield | · | 3.3% | 3.5% | 3.5% | · | 4.2% | 4.7% | 5.1% | · | 5.1% | 5.1% | 4.6% | · | 4.7% | 7.5% | 8.4% |
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 | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Ingresos | $1.79B | $1.71B | $1.54B | $1.28B | $1.18B |
| Margen Bruto % | 33.2% | 34.3% | 34.5% | 33.7% | 35.9% |
| Margen Operativo % | 12.3% | 12.7% | 12.3% | 10.6% | 10.3% |
| Beneficio neto | $155M | $150M | $128M | $92M | $115M |
| EPS Diluido | $8.95 | $8.71 | $7.38 | $5.34 | $6.45 |
| Métrica | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 1.2 | 0.5 | 0.2 | 0.2 | 0.5 |
| Ratio corriente | 3.2 | 2.0 | 1.5 | 1.5 | 1.2 |
| Ratio Rápido | 2.2 | 1.4 | 0.9 | 0.8 | 0.6 |
| Métrica | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $245M | $74M | $-110M | $79M | $49M |
Propietarios institucionales (13F) 401 declarantes · $4.7B 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
401
Valor en tenencia
$4.7B
Nuevas posiciones
60
Posiciones cerradas
58
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 60 (-3 vs trimestre anterior) | 58 (+28 vs trimestre anterior) | 124 (+2 vs trimestre anterior) | 136 (-10 vs trimestre anterior) | -1.0M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $558 128 306 | 2 552 027 | 11,97% | Acciones |
| VANGUARD GROUP INC | $537 308 121 | 2 106 595 | 11,52% | Acciones |
| FMR LLC | $380 136 930 | 1 738 166 | 8,15% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $278 189 899 | 1 272 016 | 5,97% | Acciones |
| JANUS HENDERSON GROUP PLC | $205 056 005 | 772 314 | 4,40% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $153 761 409 | 703 070 | 3,30% | Acciones |
| STATE STREET CORP | $147 415 391 | 674 053 | 3,16% | Acciones |
| Capital International Investors | $130 417 590 | 596 331 | 2,80% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $114 318 251 | 430 561 | 2,45% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $101 445 558 | 463 787 | 2,18% | Acciones |
| Channing Capital Management, LLC | $94 664 514 | 432 851 | 2,03% | Acciones |
| Hood River Capital Management LLC | $90 608 285 | 414 304 | 1,94% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $90 543 618 | 414 034 | 1,94% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $82 964 064 | 379 351 | 1,78% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $70 857 097 | 324 715 | 1,52% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $65 277 576 | 298 480 | 1,40% | Acciones |
| Invesco Ltd. | $57 563 371 | 263 207 | 1,23% | Acciones |
| PRIMECAP MANAGEMENT CO/CA/ | $56 463 966 | 258 180 | 1,21% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $48 801 670 | 223 142 | 1,05% | Acciones |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $48 664 031 | 222 515 | 1,04% | Acciones |
| Clark Capital Management Group, Inc. | $47 876 273 | 218 913 | 1,03% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $47 260 905 | 216 098 | 1,01% | Acciones |
| UBS Group AG | $46 116 394 | 210 866 | 0,99% | Acciones |
| VAN ECK ASSOCIATES CORP | $43 660 393 | 199 636 | 0,94% | Acciones |
| MORGAN STANLEY | $43 300 681 | 197 990 | 0,93% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $42 384 279 | 193 801 | 0,91% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $41 927 097 | 192 062 | 0,90% | Acciones |
| JPMORGAN CHASE & CO | $40 623 073 | 189 751 | 0,87% | Acciones |
| AMERIPRISE FINANCIAL INC | $40 542 511 | 185 377 | 0,87% | Acciones |
| NORTHERN TRUST CORP | $39 663 213 | 181 359 | 0,85% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $38 844 618 | 177 616 | 0,83% | Acciones |
| BANK OF AMERICA CORP /DE/ | $30 036 259 | 137 340 | 0,64% | Acciones |
| Clearbridge Investments, LLC | $29 581 515 | 135 261 | 0,63% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $27 379 927 | 125 194 | 0,59% | Acciones |
| Thematics Asset Management | $26 521 878 | 106 411 | 0,57% | Acciones |
| GOLDMAN SACHS GROUP INC | $26 172 923 | 119 675 | 0,56% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $25 530 000 | 116 736 | 0,55% | Acciones |
| Swedbank AB | $25 402 005 | 116 150 | 0,54% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $24 433 164 | 111 720 | 0,52% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $23 766 566 | 108 672 | 0,51% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $23 432 174 | 107 143 | 0,50% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $23 089 034 | 105 574 | 0,50% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $22 861 713 | 104 535 | 0,49% | Acciones |
| Asset Management One Co., Ltd. | $22 123 090 | 83 323 | 0,47% | Acciones |
| Bank of New York Mellon Corp | $21 952 965 | 100 379 | 0,47% | Acciones |
| BROWN ADVISORY INC | $18 994 760 | 86 852 | 0,41% | Acciones |
| Boston Partners | $17 833 313 | 82 102 | 0,38% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $17 507 372 | 80 052 | 0,38% | Acciones |
| Nuveen, LLC | $13 116 970 | 59 977 | 0,28% | Acciones |
| WELLS FARGO & COMPANY/MN | $13 046 589 | 59 655 | 0,28% | Acciones |
Informantes de la empresa 31 insiders · 19 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Ajay Mehra | PRESIDENT AND CEO | 24 de agosto de 2026 F | 111 895 | 0 | 0 | $0 |
| Alan I Edrick | EVP & CFO | 24 de agosto de 2026 F | 306 538 | 0 | 0 | $0 |
| Anju Wadhawan | Chief Financial Officer | 18 de septiembre de 2006 M | 17 060 | 0 | 0 | $0 |
| Michael Tropeano | PRESIDENT, RAPISCAN SYSTEMS | 24 de agosto de 2026 F | 5 003 | 0 | 0 | $0 |
| Michael Shawn Thompson | President, OSI Electronics | 18 de septiembre de 2019 F | 4 385 | 0 | 0 | $0 |
| Glenn Grindstaff | CHIEF HUMAN RESOURCES OFFICER | 24 de agosto de 2026 F | 10 193 | 0 | 0 | $0 |
| Paul Keith Morben | PRES., OPTOELECTRONICS DIV | 24 de agosto de 2026 F | 9 915 | 0 | 1 | $-116 106 |
| Cary M. Okawa | CHIEF ACCOUNTING OFFICER | 24 de agosto de 2026 F | 4 304 | 0 | 0 | $0 |
| Victor S Sze | GENERAL COUNSEL | 24 de agosto de 2026 F | 95 607 | 0 | 0 | $0 |
| Paul W Constantine | PRES., SPACELABS HEALTHCARE | 31 de julio de 2026 A | 2 049 | 0 | 0 | $0 |
| Shalabh Chandra | PRES., SPACELABS HEALTHCARE | 31 de diciembre de 2024 A | 9 298 | 0 | 0 | $0 |
| Manoocher M Aliabadi | PRES., OPTOELECTRONICS DIV | 13 de diciembre de 2024 S | 78 094 | 0 | 0 | $0 |
| Malcolm Peter Maginnis | PRES., RAPISCAN SYSTEMS | 26 de agosto de 2022 S | 12 628 | 0 | 0 | $0 |
| Deborah Lee Cegielski | SVP, Chief HR Officer | 31 de diciembre de 2019 A | 2 819 | 0 | 0 | $0 |
| James W Green | Pres., Spacelabs Healthcare | 5 de julio de 2019 F | 3 831 | 0 | 0 | $0 |
| Richard Edward Merritt | SVP, Chief HR Officer | 24 de julio de 2018 F | 14 861 | 0 | 0 | $0 |
| Sujit Shamsunder Kumar | Pres., Spacelabs Healthcare | 20 de septiembre de 2017 F | 7 375 | 0 | 0 | $0 |
| Pak Khong Chin | Pres., Rapiscan Systems | 8 de septiembre de 2016 A | 11 037 | 0 | 0 | $0 |
| Chee Cheong Nicholas Ong | Pres., Spacelabs Healthcare | 10 de febrero de 2016 F | 57 112 | 0 | 0 | $0 |
| Deepak Chopra | Consejero | 24 de agosto de 2026 F | 250 194 | 0 | 3 | $-16 369 800 |
| Kelli Bernard | Consejero | 20 de agosto de 2026 F | 10 781 | 0 | 0 | $0 |
| Gerald M Chizever | Consejero | 20 de agosto de 2026 F | 2 696 | 0 | 0 | $0 |
| James B Hawkins | Consejero | 20 de agosto de 2026 F | 5 295 | 0 | 1 | $-424 725 |
| William Francis Ballhaus JR | Consejero | 20 de julio de 2026 A | 4 102 | 0 | 0 | $0 |
| Meyer/ Luskin | Consejero | 20 de agosto de 2025 A | 11 684 | 0 | 0 | $0 |
| Steven C Good | Consejero | 6 de julio de 2022 A | 20 388 | 0 | 0 | $0 |
| David T Feinberg | Consejero | 24 de julio de 2014 A | 15 400 | 0 | 0 | $0 |
| Madan Syal | Consejero | 13 de febrero de 2004 A | · | 0 | 0 | $0 |
| Leslie E Bider | · | 22 de julio de 2010 M | 33 188 | 0 | 0 | $0 |
| Chand R Viswanathan | · | 8 de marzo de 2010 S | 0 | 0 | 0 | $0 |
| Andreas F Kotowski | · | 16 de diciembre de 2004 M | 15 518 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 51 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 |
|---|---|---|---|---|
| SMCO · Tidal Trust II | 1,84% | 11 822 NS | 31 de julio de 2026 | N-PORT |
| PSCT · Invesco Exchange-Traded Fund Trust … | 1,26% | 34 273 SH | 2 de octubre de 2026 | Diario |
| RZG · Invesco Exchange-Traded Fund Trust | 0,78% | 4 755 SH | 2 de octubre de 2026 | Diario |
| FFSM · FIDELITY COVINGTON TRUST | 0,68% | 46 271 NS | 31 de julio de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,37% | 18 442 SH | 19 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,21% | 150 458 SH | 11 de septiembre de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,21% | 17 156 SH | 19 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,21% | 2 462 SH | 2 de octubre de 2026 | Diario |
| PPA · Invesco Exchange-Traded Fund Trust | 0,19% | 72 524 SH | 2 de octubre de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,18% | 54 178 SH | 19 de agosto de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,15% | 429 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,15% | 586 NS | 31 de julio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 4 407 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,13% | 16 963 SH | 2 de octubre de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,11% | 11 467 SH | 2 de octubre de 2026 | Diario |
| RSSL · Global X Funds | 0,11% | 7 679 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,11% | 92 299 SH | 19 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,11% | 59 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,11% | 5 109 SH | 11 de septiembre de 2026 | Diario |
| IWM · iShares Trust | 0,11% | 409 211 SH | 11 de septiembre de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,09% | 10 731 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,08% | 55 245 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,07% | 228 062 SH | 19 de agosto de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 50 641 NS | 31 de julio de 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,05% | 399 765 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,05% | 6 722 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 177 721 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,04% | 359 353 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,03% | 902 SH | 11 de septiembre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,02% | 620 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,02% | 16 394 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 32 638 NS | 31 de julio de 2026 | N-PORT |
| IGM · iShares Trust | 0,01% | 7 281 SH | 11 de septiembre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 170 SH | 2 de octubre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,01% | 1 188 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 1 642 NS | 31 de julio de 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,01% | 3 516 SH | 19 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 3 943 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 510 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 4 778 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 4 691 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 21 139 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 496 586 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 12 727 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 313 SH | 19 de agosto de 2026 | Diario |
| FTLS · First Trust Exchange-Traded Fund III | -0,07% | -7 708 NS | 31 de julio de 2026 | N-PORT |
| IJR · iShares Trust | · | 945 619 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 146 582 SH | 9 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 2 142 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 733 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 14 903 SH | 11 de septiembre de 2026 | Diario |
OSIS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 14 analistas
COMPRA
Objetivo mediano
$279.00
+41,8%
6 42,9%
Compra fuerte
6 42,9%
Compra
2 14,3%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
7 analistas · 2026-09-30Objetivo medio $278.29 +41,4%
← Por Debajo de Todos los Objetivos
Precio Actual $196.78
Mín$250.00
Media$278.29
Máx$300.00
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 |
|---|---|---|---|---|---|---|
| OSIS | $3.48B | 24.4 | 4.2% | 8.7% | 18.4% | 33.2% |
| VNT | $5.29B | 13.5 | 3.2% | 13.2% | 35.4% | · |
| ITRI | $4.17B | 14.3 | -3.0% | 12.7% | 19.4% | 37.7% |
| BMI | $6.49B | 36.4 | 10.9% | 15.4% | 20.4% | 41.7% |
| MIR | · | 212.9 | 7.5% | 3.1% | 1.7% | 47.4% |
| OUST | $1.32B | -20.2 | 52.5% | -35.6% | -25.0% | 49.3% |
| CXT | $2.70B | 18.8 | 11.4% | 8.8% | 12.5% | · |
| LASR | $1.92B | -79.8 | 31.6% | -9.0% | -10.6% | 29.8% |
| ARLO | $1.47B | 99.9 | 3.6% | 2.8% | 12.1% | 44.0% |
| NSSC | $1.36B | 31.6 | 11.4% | 21.3% | 22.9% | 59.2% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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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-K presentada el Ago 21, 2026