PODD Insulet Corporation - Common Stock
$146,09
Precio · Ago 21, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$126–$355
9% of range
Calificación del Analista
BUY
33 analysts
Precio Objetivo
$172
+18% upside
P/E (TTM)
41.3
ROE
16.6%
Margen de Beneficio Neto
9.1%
PODD Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$146.09
Capitalización Bursátil
$10.12B
P/E (TTM)
41.3
BPA (TTM)
$3.48
Ingresos (TTM)
$2.71B
Rendimiento div.
—
ROE
16.6%
Deuda/Capital
0.0
Rango 52S
$126 – $355
PODD Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$2.71B
2017-12-31
→
2025-12-31
BPA
$3.48
2017-12-31
→
2025-12-31
Flujo de caja libre
$378M
2017-12-31
→
2025-12-31
Márgenes
9.1%
2017-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
PODD
Mediana de Pares
P/E (TTM)
41.3
33.1
P/S (TTM) (P/V (TTM))
3.7
4.2
P/B (P/C)
6.7
6.5
Price / FCF (Precio / FCF)
26.8
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
PODD
Mediana de Pares
Gross Margin (Margen Bruto)
71.6%
55.9%
Operating Margin (Margen Operativo)
17.5%
—
Net Profit Margin (Margen de Beneficio Neto)
9.1%
-0.56%
ROA
7.9%
-0.79%
ROE
16.6%
-9.2%
ROIC
22.5%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
PODD
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.0
—
Current Ratio (Ratio corriente)
2.8
3.9
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
PODD
Mediana de Pares
Revenue YoY (Ingresos interanuales)
30.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
27.5%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
24.5%
—
EPS YoY (EPS interanual)
-39.8%
—
Net Income YoY (Beneficio Neto interanual)
-40.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
PODD
Mediana de Pares
PODD Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
33 analistas
- Compra fuerte 12 36,4%
- Compra 15 45,5%
- Mantener 6 18,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
22 analistas · 2026-08-16
Mediana
$167.50
Ahora
$146.09
Mín
$144.00
Máx
$275.00
Objetivo mediano
$167.50
+14,7%
Objetivo medio
$171.91
+17,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.16%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.66 | $1.48 | 0.18% |
| 31 de marzo de 2026 | $1.42 | $1.22 | 0.20% |
| 31 de diciembre de 2025 | $1.55 | $1.48 | 0.07% |
| 30 de septiembre de 2025 | $1.24 | $1.16 | 0.08% |
| 30 de junio de 2025 | $1.17 | $0.95 | 0.22% |
| 31 de marzo de 2025 | $1.01 | $0.81 | 0.20% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| PODD | $20.01B | 81.7 | 30.7% | 9.1% | 16.6% | 71.6% |
| BAX | $13.05B | -10.2 | 5.7% | -8.5% | -14.6% | 30.0% |
| PEN | $12.20B | 68.8 | 17.5% | 12.7% | 13.1% | 67.1% |
| GMED | — | 22.3 | 16.7% | 18.3% | 12.1% | — |
| GKOS | $6.49B | -34.4 | 32.3% | -37.0% | -26.4% | 55.7% |
| TFX | — | -6.0 | 17.2% | -45.5% | -24.6% | 56.2% |
| NVST | $3.56B | 77.5 | 8.3% | 1.7% | 1.5% | 54.7% |
| IRTC | $5.73B | -127.7 | 26.2% | -6.0% | -34.8% | 70.6% |
| ITGR | $2.69B | 27.1 | 8.0% | 5.5% | 6.0% | 27.0% |
| ABT | $250.18B | 33.7 | 5.7% | 14.7% | 13.1% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.71B | $2.07B | $1.70B | $1.31B | $1.10B | $904M | $738M | $564M | · | $367M | $264M | |
| Cost of Revenue | $768M | $626M | $537M | $500M | $347M | $322M | $258M | $194M | · | $156M | $131M | |
| Gross Profit | $1.94B | $1.45B | $1.16B | $806M | $752M | $582M | $480M | $370M | · | $211M | $133M | |
| R&D Expense | $301M | $220M | $205M | $180M | $160M | $147M | $132M | $95M | · | $56M | $43M | |
| SG&A Expense | $1.17B | $917M | $735M | $588M | $466M | $384M | $298M | $248M | · | $72M | $60M | |
| Operating Expenses | · | · | · | · | · | · | $430M | $343M | · | $222M | $182M | |
| Operating Income | $474M | $309M | $220M | $38M | $126M | $52M | $50M | $27M | · | $-11M | $-49M | |
| Interest Expense | · | · | $36M | $36M | $62M | $48M | $35M | $29M | · | $14M | $13M | |
| Interest Income | $35M | $40M | $29M | $9M | $500.0K | $3M | $7M | $8M | · | · | · | |
| Other Non-op | $14M | $-6M | $2M | $-1M | $-2M | $3M | $900.0K | $-900.0K | · | $825.0K | $58.0K | |
| Pretax Income | $340M | $300M | $215M | $10M | $20M | $10M | $14M | $5M | · | $-27M | $-61M | |
| Income Tax | $92M | $-118M | $8M | $5M | $4M | $3M | $3M | $2M | · | $392.0K | $212.0K | |
| Net Income | $247M | $418M | $206M | $5M | $17M | $7M | $12M | $3M | · | $-29M | $-74M | |
| EPS (Basic) | $3.51 | $5.97 | $2.96 | $0.07 | $0.25 | $0.11 | $0.19 | $0.06 | · | $-0.48 | · | |
| EPS (Diluted) | $3.48 | $5.78 | $2.94 | $0.07 | $0.24 | $0.10 | $0.19 | $0.05 | · | $-0.48 | · | |
| Shares (Basic) | 70,348,000 | 70,076,000 | 69,751,000 | 69,375,000 | 67,698,000 | 64,735,000 | 60,594,000 | 58,860,000 | · | 57,251,377 | · | |
| Shares (Diluted) | 71,886,000 | 73,891,000 | 73,633,000 | 69,910,000 | 68,579,000 | 65,946,000 | 62,304,000 | 61,008,000 | · | 57,251,377 | · | |
| EBITDA | $564M | $390M | $293M | $101M | $183M | $107M | $78M | · | · | $3M | $-45M |
Balance general 30
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $907M | $214M | $114M | · | $137M | $123M | |
| Short-term Investments | · | · | · | · | · | · | · | $175M | · | $161M | $0 | |
| Receivables | $517M | · | · | $141M | $135M | $95M | $69M | $63M | · | $29M | $43M | |
| Inventory | $453M | $430M | $403M | $347M | $303M | $154M | $101M | $71M | $33M | $36M | $12M | |
| Prepaid Expense | $228M | $142M | $116M | $87M | $74M | $52M | $45M | $24M | $16M | $7M | $4M | |
| Other Current Assets | · | $92M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $1.91B | $1.89B | $1.58B | $1.31B | $1.33B | $1.25B | $591M | $461M | $547M | $370M | $191M | |
| PP&E (Net) | · | · | · | $600M | $536M | $479M | $399M | $258M | · | $45M | $42M | |
| PP&E (Gross) | · | · | · | $835M | $716M | $607M | $490M | $324M | · | $84M | $70M | |
| Accum. Depreciation | · | · | · | $235M | $179M | $129M | $91M | $65M | · | $39M | $28M | |
| Goodwill | $52M | $52M | $52M | $52M | $40M | $40M | $40M | $40M | · | $40M | $40M | |
| Intangibles | $117M | $98M | $99M | $76M | $37M | $29M | $13M | $10M | · | $2M | $933.0K | |
| Other Non-current Assets | $288M | $182M | $188M | $210M | $106M | $77M | $41M | $2M | $15M | $216.0K | $76.0K | |
| Total Assets | $3.19B | $3.09B | $2.59B | $2.25B | $2.05B | $1.87B | $1.14B | $929M | $840M | $457M | $275M | |
| Accounts Payable | $75M | $20M | $19M | $31M | $38M | $54M | $54M | $26M | · | $13M | $15M | |
| Accrued Liabilities | $587M | · | · | $301M | $164M | $138M | $103M | $90M | · | $41M | $37M | |
| Current Liabilities | $680M | $528M | $451M | $365M | $229M | $208M | $158M | $116M | $89M | $56M | $65M | |
| Capital Leases | $49M | $40M | $30M | $27M | $8M | $12M | $14M | · | · | $0 | $269.0K | |
| Other Non-current Liabilities | $64M | $52M | $38M | $36M | $15M | $18M | $21M | $9M | $6M | $5M | $4M | |
| Total Liabilities | $1.68B | $1.88B | $1.86B | $1.77B | $1.49B | $1.27B | $1.07B | $717M | $661M | $393M | $241M | |
| Long-term Debt | · | · | · | $1.40B | $1.27B | $1.06B | $888M | $592M | · | $333M | $172M | |
| Total Debt | $18M | $84M | $49M | $1.40B | $1.27B | $1.06B | $888M | · | · | $333M | $172M | |
| Common Stock | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | · | $57.0K | $57.0K | |
| Paid-in Capital | $1.27B | $1.18B | $1.10B | $1.04B | $1.21B | $1.26B | $749M | $898M | · | $744M | $686M | |
| Retained Earnings | $287M | $40M | $-378M | $-584M | $-650M | $-666M | $-672M | $-684M | $-687M | $-680M | $-652M | |
| Treasury Stock | $60M | $0 | · | · | · | · | · | · | · | · | · | |
| AOCI | $12M | $-13M | $8M | $20M | $-2M | $6M | $-1M | $-3M | · | $-726.0K | $-654.0K | |
| Stockholders' Equity | $1.52B | $1.21B | $733M | $476M | $556M | $604M | $76M | $212M | $179M | $63M | $34M | |
| Liabilities + Equity | $3.19B | $3.09B | $2.59B | $2.25B | $2.05B | $1.87B | $1.14B | $929M | $840M | $457M | $275M | |
| Shares Outstanding | 70,391,000 | 70,196,000 | 69,907,000 | 69,511,000 | 69,179,000 | 66,017,000 | 62,685,000 | 59,189,000 | · | 57,457,967 | 56,954,830 |
Flujo de Efectivo 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $90M | $81M | $73M | $63M | $57M | $55M | $28M | $16M | · | $14M | $16M | |
| Stock-based Comp | $63M | $69M | $48M | $41M | $34M | $36M | $29M | $38M | · | $24M | $19M | |
| Deferred Tax | $62M | $-137M | $500.0K | $-900.0K | $1M | $-1M | $-700.0K | $-400.0K | · | $-199.0K | $-181.0K | |
| Amort. of Intangibles | $10M | $10M | $10M | $7M | $7M | $17M | $3M | $2M | · | $1M | $1M | |
| Restructuring | · | · | · | · | · | · | · | $1M | · | · | · | |
| Other Non-cash | $107M | $-1M | $-182M | $11M | $-178M | $-13M | $31M | · | · | $8M | $26M | |
| Operating Cash Flow | $569M | $430M | $146M | $119M | $-68M | $84M | $98M | $36M | · | $16M | $-13M | |
| CapEx | $192M | $125M | $76M | $123M | $112M | $129M | $164M | $157M | · | $22M | $11M | |
| Investing Cash Flow | $-223M | $-146M | $-119M | $-191M | $-83M | $14M | $-74M | $-184M | · | $-178M | $-15M | |
| Debt Issued | · | · | · | · | · | · | $780M | $0 | · | $334M | $0 | |
| Net Debt Issued | · | · | · | · | · | · | $780M | · | · | $334M | $0 | |
| Stock Issued | · | · | · | $0 | $0 | $478M | $0 | $0 | · | $5M | $8M | |
| Stock Repurchased | $60M | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-60M | · | · | $0 | $0 | $478M | · | · | · | $5M | $8M | |
| Financing Cash Flow | $-595M | $-28M | $-14M | $-40M | $41M | $606M | $74M | $-9M | · | $177M | $-371.0K | |
| Net Change in Cash | $-237M | $249M | $14M | $-117M | $-116M | $708M | $100M | $-159M | · | $15M | $-29M | |
| Taxes Paid | $38M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $378M | $305M | $70M | $-4M | $-180M | $-45M | $-65M | · | · | $-6M | $-23M | |
| Levered FCF | · | · | $35M | $-21M | $-231M | $-79M | $-93M | · | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 71.6% | 69.8% | 68.3% | 61.7% | 68.5% | 64.4% | 65.1% | · | · | 57.5% | 45.7% | |
| Operating Margin | 17.5% | 14.9% | 13.0% | 2.9% | 11.5% | 5.7% | 6.8% | · | · | -2.9% | -18.7% | |
| Net Margin | 9.1% | 20.2% | 12.2% | 0.35% | 1.5% | 0.75% | 1.6% | · | · | -7.9% | -22.7% | |
| Pretax Margin | 12.5% | 14.5% | 12.7% | 0.75% | 1.9% | 1.1% | 2.0% | · | · | -7.3% | -22.6% | |
| EBITDA Margin | 20.8% | 18.8% | 17.2% | 7.7% | 16.7% | 11.8% | 10.5% | · | · | 0.85% | -13.9% | |
| ROA | 7.9% | 14.7% | 8.5% | 0.21% | 0.86% | 0.45% | 1.1% | · | · | -7.9% | -25.7% | |
| ROE | 16.6% | 35.9% | 30.8% | 1.0% | 3.2% | 1.1% | 10.2% | · | · | -59.4% | -124.7% | |
| ROIC | 22.5% | 33.2% | 27.0% | 0.94% | 5.6% | 2.2% | 4.2% | · | · | -2.7% | -29.6% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.8 | 3.6 | 3.5 | 3.6 | 5.8 | 6.0 | 3.7 | · | · | 6.6 | 2.9 | |
| Quick Ratio | · | · | · | 0.4 | 0.7 | 4.8 | 1.8 | · | · | 5.9 | 2.6 | |
| Debt / Equity | 0.0 | 0.1 | 0.1 | 2.9 | 2.3 | 1.8 | 11.7 | · | · | 5.3 | 5.0 | |
| LT Debt / Equity | · | · | · | 2.9 | 2.2 | 1.7 | 11.7 | · | · | 5.3 | 5.0 | |
| Interest Coverage | · | · | 6.1 | 1.0 | 2.0 | 1.1 | 1.4 | · | · | · | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.7 | 0.7 | 0.6 | 0.6 | 0.6 | 0.7 | · | · | 1.0 | 1.1 | |
| Inventory Turnover | 1.7 | 1.5 | 1.4 | 1.5 | 1.5 | 2.5 | 3.0 | · | · | 6.6 | 13.0 | |
| Receivables Turnover | · | · | · | 9.5 | 8.6 | 11.8 | 11.1 | · | · | 10.3 | 7.3 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 30.7% | 22.1% | 30.0% | 18.8% | 21.5% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 27.5% | 23.5% | 23.3% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 24.5% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -39.8% | 96.6% | 4100.0% | -70.8% | 140.0% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 267.7% | 188.8% | 208.6% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 103.4% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -40.9% | 102.8% | 4384.8% | -72.6% | 147.1% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 277.3% | 192.0% | 211.9% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 105.2% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.71B | $2.07B | $1.70B | $1.31B | $1.10B | $904M | $738M | $564M | · | $367M | $264M | |
| Net Income TTM | $247M | $418M | $206M | $5M | $17M | $7M | $12M | $3M | · | $-29M | $-74M | |
| Market Cap | $20.01B | $18.33B | $15.17B | $20.46B | $18.41B | $16.88B | $10.73B | · | · | $2.17B | $2.15B | |
| Enterprise Value | · | · | · | · | · | $17.03B | $11.41B | · | · | $2.20B | $2.20B | |
| P/E | 81.7 | 45.2 | 73.8 | 4205.6 | 1108.6 | 2556.3 | 901.1 | 1586.4 | · | -78.5 | · | |
| P/S | 7.4 | 8.8 | 8.9 | 15.7 | 16.8 | 18.7 | 14.5 | · | · | 5.9 | 8.2 | |
| P/B | 13.2 | 15.1 | 20.7 | 43.0 | 33.1 | 28.0 | 141.4 | · | · | 34.3 | 63.2 | |
| P / Tangible Book | 14.9 | 17.3 | 26.0 | 58.6 | 38.4 | 31.5 | · | · | · | · | · | |
| P / Cash Flow | 35.1 | 42.6 | 104.1 | 172.0 | -270.3 | 200.9 | 109.1 | · | · | 136.1 | -171.4 | |
| P / FCF | 53.0 | 60.0 | 216.4 | -5247.0 | -102.3 | -375.0 | -164.3 | · | · | -349.0 | -92.9 | |
| EV / EBITDA | · | · | · | · | · | 159.3 | 146.4 | · | · | 702.8 | -49.0 | |
| EV / FCF | · | · | · | · | · | -378.4 | -174.7 | · | · | -354.5 | -95.0 | |
| EV / Revenue | · | · | · | · | · | 18.8 | 15.5 | · | · | 6.0 | 8.3 | |
| Earnings Yield | 1.2% | 2.2% | 1.4% | 0.02% | 0.09% | 0.04% | 0.11% | 0.06% | · | -1.3% | · |
Estado de resultados 17
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $802M | $762M | $784M | $706M | $649M | $569M | $598M | $544M | $488M | $442M | $510M | $433M | $396M | $358M | $370M | $341M | |
| Cost of Revenue | $239M | $233M | $215M | $196M | $197M | $160M | $167M | $167M | $158M | $135M | $149M | $139M | $132M | $118M | $152M | $152M | |
| Gross Profit | $563M | $529M | $569M | $510M | $452M | $409M | $431M | $377M | $331M | $307M | $361M | $293M | $265M | $240M | $217M | $188M | |
| R&D Expense | $88M | $90M | $91M | $77M | $73M | $60M | $61M | $55M | $54M | $50M | $42M | $58M | $55M | $50M | $50M | $45M | |
| SG&A Expense | $345M | $317M | $332M | $315M | $258M | $261M | $261M | $234M | $222M | $200M | $213M | $181M | $179M | $163M | $144M | $140M | |
| Operating Income | $130M | $122M | $146M | $118M | $121M | $89M | $109M | $88M | $54M | $57M | $106M | $55M | $31M | $28M | $24M | $3M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $11M | · | $10M | $10M | $9M | · | $9M | |
| Interest Income | $4M | $5M | $6M | $9M | $10M | $10M | $10M | $10M | $9M | $9M | $6M | $9M | $7M | $6M | $6M | $2M | |
| Other Non-op | $-1M | $700.0K | $3M | $12M | $1M | $-2M | $400.0K | $-3M | $-2M | $-700.0K | $2M | $700.0K | $-200.0K | $-200.0K | $2M | $-2M | |
| Pretax Income | $119M | $113M | $140M | $123M | $28M | $48M | $111M | $83M | $51M | $55M | $108M | $54M | $28M | $25M | $22M | $-6M | |
| Income Tax | $24M | $22M | $39M | $35M | $6M | $13M | $11M | $5M | $-138M | $3M | $4M | $2M | $1M | $800.0K | $5M | $-500.0K | |
| Net Income | $95M | $91M | $102M | $88M | $22M | $35M | $101M | $78M | $189M | $52M | $103M | $52M | $27M | $24M | $17M | $-5M | |
| EPS (Basic) | $1.37 | $1.30 | $1.45 | $1.24 | $0.32 | $0.50 | $1.43 | $1.11 | $2.69 | $0.74 | $1.49 | $0.74 | $0.39 | $0.34 | $0.25 | $-0.08 | |
| EPS (Diluted) | $1.37 | $1.30 | $1.42 | $1.24 | $0.32 | $0.50 | $1.38 | $1.08 | $2.59 | $0.73 | $1.47 | $0.74 | $0.39 | $0.34 | $0.25 | $-0.08 | |
| Shares (Basic) | 69,298,000 | 69,986,000 | -140,680,000 | 70,367,000 | 70,389,000 | 70,272,000 | -140,066,000 | 70,123,000 | 70,062,000 | 69,957,000 | -139,396,000 | 69,823,000 | 69,741,000 | 69,583,000 | -138,653,000 | 69,418,000 | |
| Shares (Diluted) | 69,403,000 | 70,202,000 | -143,538,000 | 70,661,000 | 70,652,000 | 74,111,000 | -147,603,000 | 73,951,000 | 73,802,000 | 73,741,000 | -140,229,000 | 73,624,000 | 70,142,000 | 70,096,000 | -138,722,000 | 69,418,000 | |
| EBITDA | $130M | $148M | · | $118M | $121M | $110M | · | $88M | $55M | $76M | · | $55M | $31M | $45M | · | $3M |
Balance general 26
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receivables | $589M | $545M | · | · | · | · | · | · | · | · | · | · | · | $160M | · | $153M | |
| Inventory | $485M | $462M | $453M | $446M | $447M | $441M | $430M | $445M | $431M | $431M | · | $411M | $411M | $386M | · | $328M | |
| Prepaid Expense | $241M | $222M | $228M | $73M | $267M | $202M | $142M | $138M | $148M | $116M | · | $105M | $100M | $106M | · | $78M | |
| Other Current Assets | · | · | · | $121M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Assets | $1.85B | $1.71B | $1.91B | $1.86B | $2.28B | $2.33B | $1.89B | $1.86B | $1.75B | $1.62B | · | $1.47B | $1.42B | $1.33B | · | $1.33B | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | · | $602M | $597M | · | $553M | |
| Goodwill | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | |
| Intangibles | $115M | $115M | $117M | $105M | $102M | $100M | $98M | $100M | $98M | $98M | · | $100M | $100M | $100M | · | $54M | |
| Other Non-current Assets | $291M | $281M | $206M | $188M | $315M | $319M | $182M | $166M | $164M | $188M | · | $196M | $212M | $211M | · | $179M | |
| Total Assets | $3.17B | $2.99B | $3.19B | $3.03B | $3.47B | $3.52B | $3.09B | $3.03B | $2.88B | $2.62B | · | $2.47B | $2.39B | $2.29B | · | $2.17B | |
| Accounts Payable | $123M | $150M | $75M | $48M | $96M | $58M | $20M | $40M | $77M | $76M | · | $78M | $108M | $86M | · | $62M | |
| Accrued Liabilities | $602M | $519M | · | · | · | · | · | · | · | · | · | · | · | $264M | · | $242M | |
| Current Liabilities | $744M | $688M | $680M | $648M | $1.01B | $520M | $528M | $506M | $486M | $432M | · | $451M | $425M | $383M | · | $334M | |
| Capital Leases | · | · | $49M | · | · | · | $40M | · | · | · | · | $30M | · | · | · | · | |
| Other Non-current Liabilities | $69M | $68M | $64M | $63M | $57M | $54M | $52M | $45M | $37M | $38M | · | $38M | $38M | $34M | · | $24M | |
| Total Liabilities | $1.74B | $1.68B | $1.68B | $1.65B | $2.01B | $2.19B | $1.88B | $1.91B | $1.88B | $1.83B | · | $1.86B | $1.83B | $1.79B | · | $1.74B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | $1.40B | $1.40B | · | $1.41B | |
| Total Debt | $19M | $19M | · | $80M | $461M | $83M | · | $42M | $38M | $39M | · | $50M | $1.40B | $1.40B | · | $1.41B | |
| Common Stock | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | · | $100.0K | $100.0K | $100.0K | · | $100.0K | |
| Paid-in Capital | $1.31B | $1.28B | $1.27B | $1.25B | $1.38B | $1.26B | $1.18B | $1.16B | $1.14B | $1.12B | · | $1.08B | $1.07B | $1.05B | · | $1.02B | |
| Retained Earnings | $474M | $378M | $287M | $186M | $98M | $76M | $40M | $-60M | $-138M | $-326M | · | $-481M | $-533M | $-560M | · | $-601M | |
| Treasury Stock | $364M | $363M | $60M | $60M | $31M | · | $0 | · | · | · | · | · | · | · | · | · | |
| AOCI | $2M | $6M | $12M | $12M | $15M | $-6M | $-13M | $20M | $-4M | $-500.0K | · | $8M | $16M | $16M | · | $7M | |
| Stockholders' Equity | $1.42B | $1.30B | $1.52B | $1.38B | $1.46B | $1.33B | $1.21B | $1.12B | $998M | $791M | $733M | $608M | $554M | $503M | $476M | $428M | |
| Liabilities + Equity | $3.17B | $2.99B | $3.19B | $3.03B | $3.47B | $3.52B | $3.09B | $3.03B | $2.88B | $2.62B | · | $2.47B | $2.39B | $2.29B | · | $2.17B | |
| Shares Outstanding | 69,351,000 | 69,264,000 | 70,390,816 | 70,346,000 | 70,391,000 | 70,361,846 | 70,196,031 | 70,141,692 | 70,112,039 | 70,020,202 | 69,907,000 | 69,825,875 | 69,804,489 | 69,694,363 | 69,511,000 | 69,431,159 |
Flujo de Efectivo 13
| 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 | $27M | $26M | $24M | $22M | $22M | $22M | $22M | $21M | $19M | $19M | $19M | $19M | $18M | $17M | $16M | $16M | |
| Stock-based Comp | $20M | $21M | $20M | $17M | $8M | $18M | $20M | $18M | $17M | $14M | $13M | $10M | $13M | $12M | $11M | $9M | |
| Amort. of Intangibles | · | · | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $2M | $2M | $2M | |
| Other Non-cash | · | $-25M | · | · | · | $-12M | · | · | · | $3M | · | · | · | $-53M | · | · | |
| Operating Cash Flow | $88M | $114M | $183M | $126M | $196M | $64M | $148M | $99M | $87M | $88M | $45M | $56M | $44M | $500.0K | $51M | $57M | |
| CapEx | $32M | $24M | $135M | $26M | $19M | $12M | $54M | $27M | $22M | $22M | $29M | $20M | $16M | $10M | $64M | $31M | |
| Investing Cash Flow | $-37M | $-28M | $-153M | $-31M | $-23M | $-16M | $-68M | $-29M | $-25M | $-24M | $-32M | $-23M | $-23M | $-42M | $-88M | $-34M | |
| Stock Repurchased | $0 | $300M | $0 | $30M | $30M | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-300M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $4M | $-320M | $-72M | $-457M | $-344M | $278M | $-21M | $8M | $9M | $-14M | $2M | $-7M | $3M | $-12M | $-14M | $-4M | |
| Net Change in Cash | $54M | $-236M | $-41M | $-364M | $-162M | $330M | $51M | $82M | $70M | $47M | $19M | $25M | $24M | $-54M | $-47M | $13M | |
| Free Cash Flow | · | $90M | · | · | · | $52M | · | · | · | $66M | · | · | · | $-10M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $55M | · | · | · | $-19M | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 70.2% | 69.5% | · | 72.2% | 69.7% | 71.9% | · | 69.3% | 67.7% | 69.5% | · | 67.8% | 66.8% | 67.2% | · | 55.2% | |
| Operating Margin | 16.2% | 16.0% | · | 16.7% | 18.7% | 15.6% | · | 16.2% | 11.2% | 12.9% | · | 12.7% | 7.8% | 7.7% | · | 0.85% | |
| Net Margin | 11.8% | 12.0% | · | 12.4% | 3.5% | 6.2% | · | 14.2% | 38.6% | 11.7% | · | 12.0% | 6.9% | 6.7% | · | -1.5% | |
| Pretax Margin | 14.8% | 14.8% | · | 17.4% | 4.4% | 8.5% | · | 15.2% | 10.5% | 12.4% | · | 12.4% | 7.2% | 6.9% | · | -1.7% | |
| EBITDA Margin | 16.2% | 19.5% | · | 16.7% | 18.7% | 19.4% | · | 16.2% | 11.2% | 17.1% | · | 12.7% | 7.8% | 12.5% | · | 0.85% | |
| ROA | 2.9% | 2.8% | · | 2.9% | 0.71% | 1.1% | · | 2.8% | 7.2% | 2.1% | · | 2.2% | 1.2% | 1.1% | · | -0.25% | |
| ROE | 6.6% | 6.9% | · | 7.0% | 1.8% | 3.3% | · | 9.0% | 24.3% | 8.0% | · | 10.0% | 5.6% | 5.0% | · | -1.1% | |
| ROIC | 7.2% | 7.4% | · | 5.7% | 5.0% | 4.6% | · | 7.1% | 19.4% | 6.4% | · | 8.1% | 1.5% | 1.4% | · | 0.14% |
Liquidez y Solvencia 5
| 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 | 2.5 | 2.5 | · | 2.9 | 2.3 | 4.5 | · | 3.7 | 3.6 | 3.7 | · | 3.3 | 3.3 | 3.5 | · | 4.0 | |
| Quick Ratio | 0.8 | 0.8 | · | · | · | · | · | · | · | · | · | · | · | 0.4 | · | 0.5 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.1 | 0.3 | 0.1 | · | 0.0 | 0.0 | 0.0 | · | 0.1 | 2.5 | 2.8 | · | 3.3 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | 2.5 | 2.7 | · | 3.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 5.3 | · | 5.3 | 3.2 | 2.9 | · | 0.3 |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | |
| Receivables Turnover | 2.2 | 2.2 | · | · | · | · | · | · | · | · | · | · | · | 2.3 | · | 2.5 |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.92B | $2.69B | · | $2.47B | $2.25B | $2.04B | · | $1.91B | $1.76B | $1.63B | · | $1.53B | $1.39B | $1.29B | · | $1.21B | |
| Net Income TTM | $296M | $237M | · | $223M | $324M | $353M | · | $370M | $319M | $154M | · | $98M | $11M | $11M | · | $200.0K | |
| Market Cap | $10.56B | $14.53B | · | $21.72B | $22.12B | $18.48B | · | $16.33B | $14.15B | $12.00B | · | $11.14B | $20.13B | $22.23B | · | $15.93B | |
| P/E | 36.0 | 62.5 | · | 98.3 | 70.0 | 53.6 | · | 45.3 | 45.3 | 77.9 | · | 114.7 | 1922.3 | 1993.5 | · | · | |
| P/S | 3.6 | 5.4 | · | 8.8 | 9.8 | 9.0 | · | 8.6 | 8.0 | 7.4 | · | 7.3 | 14.4 | 17.2 | · | 13.2 | |
| P/B | 7.4 | 11.2 | · | 15.7 | 15.1 | 13.9 | · | 14.6 | 14.2 | 15.2 | · | 18.3 | 36.3 | 44.2 | · | 37.2 | |
| P / Tangible Book | 8.4 | 12.8 | · | 17.7 | 16.9 | 15.7 | · | 16.9 | 16.7 | 18.7 | · | 24.4 | 50.0 | 63.4 | · | 49.4 | |
| P / Cash Flow | · | 127.7 | · | · | · | 289.6 | · | · | · | 137.0 | · | · | · | 44459.4 | · | · | |
| P / FCF | · | 162.4 | · | · | · | 358.8 | · | · | · | 183.2 | · | · | · | -2223.0 | · | · | |
| Earnings Yield | 2.8% | 1.6% | · | 1.0% | 1.4% | 1.9% | · | 2.2% | 2.2% | 1.3% | · | 0.87% | 0.05% | 0.05% | · | 0.00% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $2.71B | $2.07B | $1.70B | $1.31B | $1.10B |
| Margen Bruto % | 71.6% | 69.8% | 68.3% | 61.7% | 68.5% |
| Margen Operativo % | 17.5% | 14.9% | 13.0% | 2.9% | 11.5% |
| Beneficio neto | $247M | $418M | $206M | $5M | $17M |
| EPS Diluido | $3.48 | $5.78 | $2.94 | $0.07 | $0.24 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.1 | 0.1 | 2.9 | 2.3 |
| Ratio corriente | 2.8 | 3.6 | 3.5 | 3.6 | 5.8 |
| Ratio Rápido | — | — | — | 0.4 | 0.7 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $378M | $305M | $70M | $-4M | $-180M |
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Propietarios institucionales (13F) 798 declarantes · $6.7B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 94 (-4 vs trimestre anterior) | 131 (+14 vs trimestre anterior) | 315 (+3 vs trimestre anterior) | 239 (-26 vs trimestre anterior) | +701K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $688 981 949 | 4 525 333 | 10,30% | Acciones |
| STATE STREET CORP | $486 827 749 | 3 197 555 | 7,28% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $468 310 647 | 3 075 932 | 7,00% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $289 843 502 | 1 903 734 | 4,33% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $270 413 683 | 1 783 470 | 4,04% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $223 970 255 | 1 471 069 | 3,35% | Acciones |
| Clearbridge Investments, LLC | $200 875 774 | 1 319 381 | 3,00% | Acciones |
| Soleus Capital Management, L.P. | $159 710 250 | 1 049 000 | 2,39% | Acciones |
| NORGES BANK | $159 555 869 | 1 047 986 | 2,39% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $131 755 171 | 865 387 | 1,97% | Acciones |
| CITADEL ADVISORS LLC | $121 283 111 | 796 605 | 1,81% | Acciones |
| Vestal Point Capital, LP | $102 007 500 | 670 000 | 1,52% | Acciones |
| FMR LLC | $101 401 241 | 666 018 | 1,52% | Acciones |
| Qube Research & Technologies Ltd | $101 089 128 | 663 968 | 1,51% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $94 776 509 | 622 506 | 1,42% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $75 664 611 | 496 976 | 1,13% | Acciones |
| Man Group plc | $74 335 606 | 488 247 | 1,11% | Acciones |
| Alecta Tjanstepension Omsesidigt | $71 461 456 | 469 400 | 1,07% | Acciones |
| Vinva Investment Management Ltd | $68 542 735 | 430 460 | 1,02% | Acciones |
| GOLDMAN SACHS GROUP INC | $64 367 646 | 422 776 | 0,96% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $60 598 088 | 398 017 | 0,91% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $55 989 000 | 367 746 | 0,84% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $53 701 163 | 352 717 | 0,80% | Acciones |
| Stephens Investment Management Group LLC | $51 421 981 | 337 747 | 0,77% | Acciones |
| BAILLIE GIFFORD & CO | $50 465 546 | 331 465 | 0,75% | Acciones |
| Quantinno Capital Management LP | $48 251 490 | 316 922 | 0,72% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $47 318 208 | 307 301 | 0,71% | Acciones |
| VANGUARD GROUP INC | $43 777 508 | 154 016 | 0,65% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $41 668 085 | 273 682 | 0,62% | Acciones |
| Squarepoint Ops LLC | $40 748 495 | 267 642 | 0,61% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $40 603 400 | 266 689 | 0,61% | Acciones |
| Artisan Partners Limited Partnership | $39 622 301 | 260 245 | 0,59% | Acciones |
| D. E. Shaw & Co., Inc. | $36 942 092 | 242 641 | 0,55% | Acciones |
| Chicago Capital, LLC | $36 814 507 | 241 803 | 0,55% | Acciones |
| Aberdeen Group plc | $36 598 921 | 240 387 | 0,55% | Acciones |
| AMERIPRISE FINANCIAL INC | $35 544 137 | 233 358 | 0,53% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $33 676 939 | 221 195 | 0,50% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $31 366 092 | 206 017 | 0,47% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $30 767 137 | 202 083 | 0,46% | Acciones |
| Swiss National Bank | $29 734 425 | 195 300 | 0,44% | Acciones |
| BANK OF AMERICA CORP /DE/ | $29 192 871 | 191 743 | 0,44% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $28 368 743 | 186 330 | 0,42% | Acciones |
| PARNASSUS INVESTMENTS, LLC | $27 072 943 | 177 819 | 0,40% | Acciones |
| Defilade Capital Management, L.P. | $26 937 897 | 176 932 | 0,40% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $26 412 330 | 173 480 | 0,39% | Acciones |
| Capital World Investors | $26 295 402 | 172 712 | 0,39% | Acciones |
| Robeco Institutional Asset Management B.V. | $26 267 547 | 172 529 | 0,39% | Acciones |
| Caisse de depot et placement du Quebec | $25 927 262 | 170 294 | 0,39% | Acciones |
| RHUMBLINE ADVISERS | $25 153 149 | 165 210 | 0,38% | Acciones |
| TWO SIGMA ADVISERS, LP | $24 836 891 | 87 380 | 0,37% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $24 421 666 | 160 405 | 0,37% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $24 359 543 | 159 997 | 0,36% | Acciones |
| BlackRock, Inc. | $24 338 990 | 159 862 | 0,36% | Acciones |
| Bridgewater Associates, LP | $23 813 879 | 156 413 | 0,36% | Acciones |
| TREMBLANT CAPITAL GROUP | $23 767 900 | 156 111 | 0,36% | Acciones |
| Capital Research Global Investors | $23 646 404 | 155 313 | 0,35% | Acciones |
| Hudson Bay Capital Management LP | $23 598 750 | 155 000 | 0,35% | Acciones |
| Candriam S.C.A. | $22 982 841 | 151 100 | 0,34% | Acciones |
| PFA Pension, Forsikringsaktieselskab | $22 735 848 | 149 332 | 0,34% | Acciones |
| Vanguard Global Advisers, LLC | $22 686 011 | 149 005 | 0,34% | Acciones |
| Eversept Partners, LP | $22 657 236 | 148 816 | 0,34% | Acciones |
| Korea Investment CORP | $22 175 365 | 145 651 | 0,33% | Acciones |
| ALGERT GLOBAL LLC | $22 012 914 | 144 584 | 0,33% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $21 970 131 | 144 303 | 0,33% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $21 823 780 | 104 002 | 0,33% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $21 337 990 | 140 151 | 0,32% | Acciones |
| Parkman Healthcare Partners LLC | $20 002 301 | 131 378 | 0,30% | Acciones |
| Bellevue Group AG | $19 411 571 | 127 498 | 0,29% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $19 353 868 | 127 119 | 0,29% | Acciones |
| TD Asset Management Inc | $18 903 969 | 124 164 | 0,28% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $18 900 918 | 90 073 | 0,28% | Acciones |
| SEB Asset Management AB | $18 595 936 | 122 141 | 0,28% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $18 171 190 | 119 351 | 0,27% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $17 584 418 | 115 497 | 0,26% | Acciones |
| MORGAN STANLEY | $16 915 409 | 111 102 | 0,25% | Acciones |
| Trexquant Investment LP | $16 667 417 | 109 474 | 0,25% | Acciones |
| Baird Financial Group, Inc. | $16 218 736 | 106 527 | 0,24% | Acciones |
| DNB Asset Management AS | $15 959 606 | 104 825 | 0,24% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $15 343 275 | 53 980 | 0,23% | Acciones |
| PRIMECAP MANAGEMENT CO/CA/ | $15 119 948 | 99 310 | 0,23% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $14 463 293 | 94 997 | 0,22% | Acciones |
| California Public Employees Retirement System | $14 092 717 | 92 563 | 0,21% | Acciones |
| Nearwater Capital Markets, Ltd | $13 702 500 | 90 000 | 0,20% | Acciones |
| Corient Private Wealth LP | $13 686 030 | 89 892 | 0,20% | Acciones |
| Schonfeld Strategic Advisors LLC | $13 344 558 | 87 649 | 0,20% | Acciones |
| BARCLAYS PLC | $13 040 214 | 85 650 | 0,19% | Acciones |
| Gotham Asset Management, LLC | $12 896 336 | 84 705 | 0,19% | Acciones |
| Assenagon Asset Management S.A. | $12 885 374 | 84 633 | 0,19% | Acciones |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $12 575 850 | 82 600 | 0,19% | Acciones |
| SEI INVESTMENTS CO | $12 486 480 | 82 013 | 0,19% | Acciones |
| IEQ CAPITAL, LLC | $12 451 859 | 81 786 | 0,19% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $12 295 253 | 80 757 | 0,18% | Acciones |
| NATIXIS | $12 057 743 | 79 197 | 0,18% | Acciones |
| Andra AP-fonden | $11 780 418 | 56 140 | 0,18% | Acciones |
| Pictet Asset Management Holding SA | $11 485 131 | 75 436 | 0,17% | Acciones |
| Legal & General Group Plc | $11 086 390 | 72 817 | 0,17% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $10 980 118 | 72 119 | 0,16% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $10 969 156 | 72 047 | 0,16% | Acciones |
| Balyasny Asset Management L.P. | $10 309 457 | 67 714 | 0,15% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10 002 825 | 65 700 | 0,15% | Acciones |
Informantes de la empresa 78 insiders · 44 directivos · 27 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Ashley Mcevoy | President and CEO | 13 de mayo de 2026 F | 22 551 | 1 | 0 | $1 029 205 |
| James Hollingshead | Former President and CEO | 28 de abril de 2025 F | 61 247 | 0 | 0 | $0 |
| SULLIVAN PATRICK J | CEO and Chairman of the Board | 29 de marzo de 2018 F | 322 752 | 0 | 0 | $0 |
| Duane Desisto | President and CEO | 2 de septiembre de 2014 M | 257 184 | 0 | 0 | $0 |
| Flavia Pease | EVP & CFO | 24 de febrero de 2026 A | 19 159 | 0 | 0 | $0 |
| Ana Maria Chadwick | EVP, CFO & Treasurer | 1 de mayo de 2025 F | 14 263 | 0 | 0 | $0 |
| Wayde D. Mcmillan | EVP, CFO | 3 de julio de 2023 S | 21 477 | 0 | 0 | $0 |
| Michael L Levitz | SVP and CFO | 27 de febrero de 2019 S | 56 651 | 0 | 0 | $0 |
| Allison Dorval | Chief Financial Officer | 1 de abril de 2015 F | 37 415 | 0 | 0 | $0 |
| Brian K Roberts | Chief Financial Officer | 1 de abril de 2014 F | 120 050 | 0 | 0 | $0 |
| Eric Benjamin | EVP and COO | 27 de febrero de 2026 F | 23 600 | 0 | 1 | $-1 416 296 |
| William Patrick Ryan | Chief Operating Officer | 5 de mayo de 2015 P | 47 990 | 0 | 0 | $0 |
| Luis Malave | Chief Operating Officer | 1 de marzo de 2010 A | 195 857 | 0 | 0 | $0 |
| Lisa Blair Davis | SVP, Chief HR Officer | 1 de agosto de 2026 F | 4 453 | 0 | 0 | $0 |
| Michael Panos | EVP and CCO | 1 de abril de 2026 A | 2 782 | 0 | 0 | $0 |
| Prem Singh | SVP, Global Operations | 27 de febrero de 2026 F | 6 891 | 0 | 1 | $-238 726 |
| Laetitia Cousin | SVP, Reg, Quality & Compliance | 27 de febrero de 2026 F | 5 674 | 0 | 1 | $-278 002 |
| Lauren Budden | Group VP, CAO and Controller | 27 de febrero de 2026 F | 8 526 | 0 | 0 | $0 |
| John W. Kapples | SVP and General Counsel | 27 de febrero de 2026 F | 27 514 | 0 | 0 | $0 |
| Dan Manea | SVP, Chief HR Officer | 13 de junio de 2025 S | 9 090 | 0 | 0 | $0 |
| Mark N Field | SVP & Chief Technology Officer | 28 de febrero de 2025 F | 13 411 | 0 | 0 | $0 |
| Charles Alpuche | Advisor | 14 de marzo de 2023 M | 56 954 | 0 | 0 | $0 |
| Spears Michael P | Advisor | 9 de marzo de 2023 M | 13 645 | 0 | 0 | $0 |
| Bret Christensen | EVP and CCO | 28 de febrero de 2023 A | 20 178 | 0 | 0 | $0 |
| David Colleran | SVP, Secretary and GC | 2 de abril de 2019 M | 30 433 | 0 | 0 | $0 |
| Aiman Abdel-Malek | EVP & Chief Technology Officer | 28 de marzo de 2019 F | 19 687 | 0 | 0 | $0 |
| Bradley A Thomas | EVP Human Resources | 29 de marzo de 2018 F | 65 818 | 0 | 0 | $0 |
| Daniel J Levangie | EVP & President, Drug Delivery | 30 de abril de 2016 F | 21 122 | 0 | 0 | $0 |
| Anthony R Diehl | Secretary and General Counsel | 11 de mayo de 2015 M | 40 854 | 0 | 0 | $0 |
| Peter Devlin | Chief Commercial Officer | 9 de junio de 2014 S | 67 354 | 0 | 0 | $0 |
| Tracey Haas Wielinski | VP, Global Regulatory, CA, QA | 6 de marzo de 2014 M | 24 000 | 0 | 0 | $0 |
| Ruthann Depietro | Vice President of Quality | 4 de septiembre de 2012 M | 18 351 | 0 | 0 | $0 |
| Carsten Boess | Vice President, International | 25 de abril de 2011 M | 18 941 | 0 | 0 | $0 |
| Robert Campbell | Vice President for Clinical | 25 de enero de 2010 M | 63 633 | 0 | 0 | $0 |
| David A Howe | VP of Human Resources | 26 de febrero de 2009 A | — | 0 | 0 | $0 |
| Jason Ng | Vice President of Asian Operat | 26 de febrero de 2009 A | — | 0 | 0 | $0 |
| Lars Boesgaard | Vice President of Finance | 26 de febrero de 2009 A | — | 0 | 0 | $0 |
| Shawna Gvazdauskas | Senior Vice President of Sales | 26 de febrero de 2009 A | 0 | 0 | 0 | $0 |
| John Garibotto | Vice President of Research | 26 de febrero de 2009 A | — | 0 | 0 | $0 |
| Kevin Schmid | VP of Operations & Engineering | 26 de febrero de 2009 A | 17 500 | 0 | 0 | $0 |
| William D Arthur III | V.P. of Business Development | 26 de febrero de 2009 A | — | 0 | 0 | $0 |
| Andrew Suchoff | Chief Human Resources Officer | 27 de marzo de 2008 A | — | 0 | 0 | $0 |
| Jefferey Smith | Vice President of Marketing | 12 de marzo de 2008 A | — | 0 | 0 | $0 |
| Stephen Bubrick | Vice President of Customer | 9 de agosto de 2007 A | — | 0 | 0 | $0 |
| Jonathan Jay Mazelsky | Consejero | 1 de julio de 2026 A | 1 355 | 0 | 0 | $0 |
| Robert Luther Huffines | Consejero | 30 de junio de 2026 A | 2 449 | 0 | 0 | $0 |
| Luciana Borio | Consejero | 3 de junio de 2026 S | 4 329 | 0 | 1 | $-59 887 |
| Timothy C. Stonesifer | Consejero | 3 de junio de 2026 P | 9 041 | 2 | 0 | $700 277 |
| Elizabeth H Weatherman | Consejero | 3 de junio de 2026 P | 10 352 | 1 | 0 | $497 490 |
| Wayne A.I. Frederick | Consejero | 20 de mayo de 2026 A | 3 818 | 0 | 1 | $-542 510 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| OrbiMed Advisors LLC, OrbiMed Capital GP II LLC, Samuel D. Isaly ×3 presentaciones | 10 de abril de 2008 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 157 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 |
|---|---|---|---|---|
| HEAL · Global X Funds | 3,38% | 5 843 NS | 31 de mayo de 2026 | N-PORT |
| EKG · First Trust Exchange-Traded Fund II | 2,36% | 437 NS | 30 de junio de 2026 | N-PORT |
| MDEV · First Trust Exchange-Traded Fund VI | 1,59% | 200 NS | 30 de junio de 2026 | N-PORT |
| CSMD · Professionally Managed Portfolios | 1,51% | 38 048 NS | 30 de abril de 2026 | N-PORT |
| RSPH · Invesco Exchange-Traded Fund Trust | 1,41% | 78 777 SH | 21 de agosto de 2026 | Diario |
| IHI · iShares Trust | 1,41% | 329 807 SH | 21 de agosto de 2026 | Diario |
| FMED · Fidelity Covington Trust | 1,10% | 3 112 NS | 31 de mayo de 2026 | N-PORT |
| HRTS · Tema ETF Trust | 0,79% | 2 835 NS | 31 de mayo de 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,78% | 118 866 NS | 31 de mayo de 2026 | N-PORT |
| AGNG · Global X Funds | 0,72% | 4 082 NS | 31 de mayo de 2026 | N-PORT |
| RPG · Invesco Exchange-Traded Fund Trust | 0,63% | 84 334 SH | 21 de agosto de 2026 | Diario |
| MEDI · Harbor ETF Trust | 0,57% | 913 NS | 30 de abril de 2026 | N-PORT |
| DTEC · ALPS ETF Trust | 0,55% | 2 829 NS | 31 de mayo de 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,50% | 40 167 SH | 21 de agosto de 2026 | Diario |
| TMFX · RBB Fund, Inc. | 0,49% | 1 077 NS | 31 de mayo de 2026 | N-PORT |
| SDG · iShares Trust | 0,37% | 4 476 SH | 21 de agosto de 2026 | Diario |
| SYZ · Lazard Active ETF Trust | 0,35% | 1 571 NS | 30 de junio de 2026 | N-PORT |
| OASC · Unified Series Trust | 0,34% | 1 993 NS | 31 de mayo de 2026 | N-PORT |
| ISCG · iShares Trust | 0,32% | 22 033 SH | 21 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,29% | 917 724 SH | 19 de agosto de 2026 | Diario |
| GDOC · Goldman Sachs ETF Trust | 0,29% | 398 NS | 31 de mayo de 2026 | N-PORT |
| IWP · iShares Trust | 0,29% | 398 301 SH | 21 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,28% | 8 788 SH | 19 de agosto de 2026 | Diario |
| CSM · ProShares Trust | 0,23% | 8 465 NS | 31 de mayo de 2026 | N-PORT |
| FFLG · FIDELITY COVINGTON TRUST | 0,23% | 7 932 NS | 30 de abril de 2026 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 0,22% | 1 017 NS | 31 de mayo de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,20% | 32 471 NS | 30 de abril de 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,18% | 1 239 260 SH | 21 de agosto de 2026 | Diario |
| LGDX · Tidal Trust III | 0,18% | 1 448 NS | 30 de abril de 2026 | N-PORT |
| SIZE · iShares Trust | 0,18% | 5 358 SH | 21 de agosto de 2026 | Diario |
| CURE · Direxion Shares ETF Trust | 0,17% | 1 402 NS | 30 de abril de 2026 | N-PORT |
| EUSA · iShares, Inc. | 0,17% | 22 281 SH | 21 de agosto de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | 0,16% | 208 067 SH | 19 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,16% | 3 135 SH | 21 de agosto de 2026 | Diario |
| MMSC · First Trust Exchange-Traded Fund VI… | 0,16% | 571 NS | 31 de mayo de 2026 | N-PORT |
| IYH · iShares Trust | 0,16% | 41 232 SH | 21 de agosto de 2026 | Diario |
| GINN · Goldman Sachs ETF Trust | 0,15% | 2 241 NS | 31 de mayo de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,15% | 2 238 NS | 31 de mayo de 2026 | N-PORT |
| RXL · ProShares Trust | 0,15% | 734 NS | 31 de mayo de 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0,14% | 813 NS | 31 de mayo de 2026 | N-PORT |
| SMMD · iShares Trust | 0,14% | 35 435 SH | 21 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,13% | 1 588 917 SH | 19 de agosto de 2026 | Diario |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 16 220 NS | 30 de abril de 2026 | N-PORT |
| IXJ · iShares Trust | 0,12% | 36 601 SH | 21 de agosto de 2026 | Diario |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,11% | 2 941 NS | 31 de mayo de 2026 | N-PORT |
| CVMC · Morgan Stanley ETF Trust | 0,10% | 693 NS | 30 de junio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,10% | 18 485 SH | 21 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,09% | 5 177 SH | 21 de agosto de 2026 | Diario |
| ACGR · AMERICAN CENTURY ETF TRUST | 0,08% | 63 NS | 31 de mayo de 2026 | N-PORT |
| IWR · iShares Trust | 0,07% | 281 169 SH | 21 de agosto de 2026 | Diario |