En esta página
01PODD precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
PODD Insulet Corporation - Common Stock
NASDAQ · Health Care · Ver en SEC EDGAR ↗ cerrar Oct 6, 2026 10-K/10-Q Ago 5, 2026
$134,73
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$126,40mínimo 52 semanas
$354,88máximo 52 semanas
Capitalización Bursátil (MRQ)
$9.34B
P/E (TTM)
25.3
BPA (TTM)
$5.33
Ingresos (TTM)
$3.05B
tus insignias
Rango 52S
$126–$355
Calificación del Analista
HOLD
Precio Objetivo
$172
P/E
25.3
ROE
26.0%
Margen de Beneficio Neto
12.3%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
PODD Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$134.73
Capitalización Bursátil (MRQ)
$9.34B
P/E (TTM)
25.3
BPA (TTM)
$5.33
Ingresos (TTM)
$3.05B
ROE (TTM)
26.0%
Deuda/Capital (MRQ)
0.0
Rango 52S
$126–$355
PODD Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$2.71B2017-12-31 → 2025-12-31
BPA$3.482017-12-31 → 2025-12-31
Flujo de caja libre$378M2017-12-31 → 2025-12-31
Margen neto12.3%2017-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | PODD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 25.3promedio 5A ≈1103.0 | ≈1103.0 | 29.0 | Valor razonable | |
| P/S (TTM) | 3.1promedio 5A ≈11.5 | ≈11.5 | 3.7 | Valor razonable | |
| P/C (MRQ) | 6.6promedio 5A ≈25.0 | ≈25.0 | 5.5 | Más caro | |
| Precio / FCF (TTM) | 31.8promedio 5A ≈-1004.0 | ≈-1004.0 | · | · | |
| Precio / Flujo de Caja (TTM) | 18.3promedio 5A ≈16.7 | ≈16.7 | 26.2 | Sobrevalorado | |
| Precio / Valor Contable Tangible (MRQ) | 7.1promedio 5A ≈31.0 | ≈31.0 | · | · | |
| PEG Ratio (Ratio PEG) | ≈0.2 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | PODD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 71.1%promedio 5A ≈68.0% | ≈68.0% | 58.7% | De primer nivel | |
| Margen Operativo (TTM) | 16.9%promedio 5A ≈11.9% | ≈11.9% | 10.8% | De primer nivel | |
| Margen EBITDA (TTM) | 20.1%promedio 5A ≈16.3% | ≈16.3% | 11.6% | De primer nivel | |
| Margen antes de impuestos (TTM) | 16.2%promedio 5A ≈8.5% | ≈8.5% | 9.0% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 12.3%promedio 5A ≈8.7% | ≈8.7% | 7.4% | De primer nivel | |
| ROA (TTM) | 11.3%promedio 5A ≈6.4% | ≈6.4% | 2.0% | De primer nivel | |
| ROE (TTM) | 26.0%promedio 5A ≈17.5% | ≈17.5% | 3.7% | De primer nivel | |
| ROIC | 22.5%promedio 5A ≈17.9% | ≈17.9% | 5.5% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | PODD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.0promedio 5A ≈1.1 | ≈1.1 | 0.5 | Baja deuda | |
| Ratio corriente (MRQ) | 2.5promedio 5A ≈3.9 | ≈3.9 | 3.0 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | PODD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 30.7%promedio 5A ≈24.6% | ≈24.6% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 27.5%promedio 5A ≈24.8% | ≈24.8% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 24.5% | · | · | · | |
| EPS YoY (EPS interanual) | -39.8%promedio 5A ≈845.2% | ≈845.2% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -40.9%promedio 5A ≈904.2% | ≈904.2% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 267.7%promedio 5A ≈221.7% | ≈221.7% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 103.4% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 277.3%promedio 5A ≈227.1% | ≈227.1% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 105.2% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | PODD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.9promedio 5A ≈0.7 | ≈0.7 | 0.6 | De primer nivel | |
| Inventory Turnover (Rotación de Inventario) | 1.7promedio 5A ≈1.5 | ≈1.5 | 2.7 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$501.5K | · | · | · |
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
14.6%
Próximo informe
Nov 04, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 5, 2026 | $1.66 | $1.48 | 12.2% |
| 31 de marzo de 2026 | $1.42 | $1.22 | 16.2% | |
| 31 de diciembre de 2025 | $1.55 | $1.48 | 4.5% | |
| 30 de septiembre de 2025 | $1.24 | $1.16 | 6.5% | |
| 30 de junio de 2025 | $1.17 | $0.95 | 23.7% | |
| 31 de marzo de 2025 | $1.01 | $0.81 | 24.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
| 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
| 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
| 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
| 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
| 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 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $21.53 | $17.26 | $10.48 | $6.85 | $8.04 | $9.14 | $1.21 | · | · | $1.10 | $0.60 | |
| Revenue / Share | $37.67 | $28.04 | $23.05 | $18.67 | $16.02 | $13.71 | $11.85 | · | · | · | · | |
| Cash Flow / Share | $7.92 | $5.82 | $1.98 | $1.70 | $-0.99 | $1.27 | $1.58 | · | · | · | · | |
| Cash / Share | · | · | · | · | · | $13.74 | $3.41 | · | · | $2.39 | $2.16 | |
| EPS (TTM) | $3.48 | $5.78 | $2.94 | $0.07 | $0.24 | $0.10 | $0.19 | $0.05 | · | $-0.48 | · |
Tasas de Crecimiento
| 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)
| 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
| 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 | · | 70,367,000 | 70,389,000 | 70,272,000 | · | 70,123,000 | 70,062,000 | 69,957,000 | · | 69,823,000 | 69,741,000 | 69,583,000 | · | 69,418,000 | |
| Shares (Diluted) | 69,403,000 | 70,202,000 | · | 70,661,000 | 70,652,000 | 74,111,000 | · | 73,951,000 | 73,802,000 | 73,741,000 | · | 73,624,000 | 70,142,000 | 70,096,000 | · | 69,418,000 | |
| EBITDA | $130M | $148M | · | $118M | $121M | $110M | · | $88M | $55M | $76M | · | $55M | $31M | $45M | · | $3M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
| 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
| 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
| 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
| 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 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $20.51 | $18.81 | · | $19.68 | $20.78 | $18.91 | · | $15.94 | $14.24 | $11.29 | · | $8.70 | $7.93 | $7.21 | · | $6.16 | |
| Revenue / Share | $11.55 | $10.85 | · | $10.00 | $9.19 | $7.68 | · | $7.35 | $6.62 | $5.99 | · | $5.88 | $5.65 | $5.11 | · | $4.91 | |
| Cash Flow / Share | · | $1.62 | · | · | · | $0.86 | · | · | · | $1.19 | · | · | · | $0.01 | · | · | |
| EPS (TTM) | $5.33 | $4.28 | · | $3.44 | $3.28 | $5.55 | · | $5.87 | $5.53 | $3.33 | · | $1.72 | $0.90 | $0.01 | · | $0.25 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.05B | $2.90B | · | $2.52B | $2.36B | $2.20B | · | $1.98B | $1.87B | $1.78B | · | $1.56B | $1.47B | $1.37B | · | $1.24B | |
| Net Income TTM | $375M | $303M | · | $246M | $236M | $402M | · | $421M | $395M | $234M | · | $120M | $63M | $600.0K | · | $17M | |
| 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 | 28.6 | 49.0 | · | 89.7 | 95.8 | 47.3 | · | 39.7 | 36.5 | 51.5 | · | 92.7 | 320.4 | 31896.0 | · | 917.6 | |
| P/S | 3.5 | 5.0 | · | 8.6 | 9.4 | 8.4 | · | 8.2 | 7.6 | 6.7 | · | 7.2 | 13.7 | 16.2 | · | 12.8 | |
| 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 | · | · | |
| Earnings Yield | 3.5% | 2.0% | · | 1.1% | 1.0% | 2.1% | · | 2.5% | 2.7% | 1.9% | · | 1.1% | 0.31% | 0.00% | · | 0.11% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $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 |
| Métrica | 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 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $378M | $305M | $70M | $-4M | $-180M |
Propietarios institucionales (13F) 785 declarantes · $13.1B 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
785
Valor en tenencia
$13.1B
Nuevas posiciones
95
Posiciones cerradas
133
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 95 (-5 vs trimestre anterior) | 133 (+15 vs trimestre anterior) | 326 (+8 vs trimestre anterior) | 244 (-21 vs trimestre anterior) | +2.5M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2 473 306 401 | 8 701 472 | 18,89% | Acciones |
| BlackRock, Inc. | $1 018 581 758 | 6 690 192 | 7,78% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $688 981 949 | 4 525 333 | 5,26% | Acciones |
| STATE STREET CORP | $486 827 749 | 3 197 555 | 3,72% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $468 310 647 | 3 075 932 | 3,58% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $373 794 275 | 2 455 135 | 2,86% | Acciones |
| BAILLIE GIFFORD & CO | $310 942 153 | 2 042 313 | 2,38% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $303 968 212 | 2 003 861 | 2,32% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $289 843 502 | 1 903 734 | 2,21% | Acciones |
| Invesco Ltd. | $258 010 608 | 1 694 651 | 1,97% | Acciones |
| MORGAN STANLEY | $225 185 911 | 1 479 050 | 1,72% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $223 970 255 | 1 471 069 | 1,71% | Acciones |
| Clearbridge Investments, LLC | $200 875 774 | 1 319 381 | 1,53% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $166 895 612 | 795 347 | 1,27% | Acciones |
| Soleus Capital Management, L.P. | $159 710 250 | 1 049 000 | 1,22% | Acciones |
| NORGES BANK | $159 555 869 | 1 047 986 | 1,22% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $156 313 705 | 1 026 691 | 1,19% | Acciones |
| FMR LLC | $146 814 214 | 964 297 | 1,12% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $131 755 171 | 865 387 | 1,01% | Acciones |
| FIL Ltd | $127 893 958 | 840 026 | 0,98% | Acciones |
| GOLDMAN SACHS GROUP INC | $124 580 823 | 818 265 | 0,95% | Acciones |
| CITADEL ADVISORS LLC | $121 304 578 | 796 746 | 0,93% | Acciones |
| FEDERATED HERMES, INC. | $106 909 036 | 702 194 | 0,82% | Acciones |
| Vestal Point Capital, LP | $102 007 500 | 670 000 | 0,78% | Acciones |
| Qube Research & Technologies Ltd | $101 089 128 | 663 968 | 0,77% | Acciones |
| NORTHERN TRUST CORP | $98 948 496 | 649 908 | 0,76% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $95 186 432 | 618 174 | 0,73% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $94 776 509 | 622 506 | 0,72% | Acciones |
| JPMORGAN CHASE & CO | $94 387 914 | 595 123 | 0,72% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91 025 860 | 597 871 | 0,70% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $83 386 262 | 547 577 | 0,64% | Acciones |
| UBS Group AG | $82 676 317 | 543 030 | 0,63% | Acciones |
| Man Group plc | $78 746 289 | 517 217 | 0,60% | Acciones |
| Amundi | $77 319 766 | 507 847 | 0,59% | Acciones |
| AMERIPRISE FINANCIAL INC | $77 111 303 | 506 374 | 0,59% | Acciones |
| Alecta Tjanstepension Omsesidigt | $71 461 456 | 469 400 | 0,55% | Acciones |
| Vinva Investment Management Ltd | $68 542 735 | 430 460 | 0,52% | Acciones |
| D. E. Shaw & Co., Inc. | $64 937 670 | 426 520 | 0,50% | Acciones |
| BANK OF AMERICA CORP /DE/ | $64 920 770 | 426 409 | 0,50% | Acciones |
| Bank of New York Mellon Corp | $60 615 312 | 398 130 | 0,46% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $60 598 088 | 398 017 | 0,46% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $55 989 000 | 367 746 | 0,43% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $53 701 163 | 352 717 | 0,41% | Acciones |
| Stephens Investment Management Group LLC | $51 421 981 | 337 747 | 0,39% | Acciones |
| DEUTSCHE BANK AG\ | $51 152 957 | 335 980 | 0,39% | Acciones |
| Quantinno Capital Management LP | $48 251 490 | 316 922 | 0,37% | Acciones |
| Legal & General Group Plc | $47 418 567 | 311 452 | 0,36% | Acciones |
| Nuveen, LLC | $44 125 248 | 289 821 | 0,34% | Acciones |
| Aberdeen Group plc | $43 823 641 | 287 840 | 0,33% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $41 668 085 | 273 682 | 0,32% | Acciones |
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.
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 | 21 de agosto de 2026 P | 23 731 | 2 | 0 | $1 191 422 |
| 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 | 1 de octubre de 2026 F | 17 357 | 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 | 0 | $0 |
| 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 | 0 | $0 |
| Laetitia Cousin | SVP, Reg, Quality & Compliance | 27 de febrero de 2026 F | 5 674 | 0 | 0 | $0 |
| 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 |
| Robert Luther Huffines | Consejero | 30 de septiembre de 2026 A | 2 627 | 0 | 0 | $0 |
| Jonathan Jay Mazelsky | Consejero | 30 de septiembre de 2026 A | 1 496 | 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 |
| Jessica Hopfield | Consejero | 20 de mayo de 2026 A | 29 355 | 0 | 0 | $0 |
| Timothy J Scannell | Consejero | 20 de mayo de 2026 A | 33 024 | 0 | 0 | $0 |
| Michael R Minogue | Consejero | 20 de mayo de 2026 A | 2 438 | 1 | 0 | $499 847 |
| Shacey Petrovic | Consejero | 28 de febrero de 2024 M | 2 567 | 0 | 0 | $0 |
| Corinne H Nevinny | Consejero | 23 de mayo de 2023 A | 6 010 | 0 | 0 | $0 |
| David A Lemoine | Consejero | 11 de noviembre de 2021 M | 10 756 | 0 | 0 | $0 |
| John A. Fallon | Consejero | 21 de mayo de 2021 M | 14 498 | 0 | 0 | $0 |
| MULLEN JAMES C | Consejero | 16 de mayo de 2018 A | 7 783 | 0 | 0 | $0 |
| Joseph S Zakrzewski | Consejero | 17 de mayo de 2017 A | 30 558 | 0 | 0 | $0 |
| Regina O Sommer | Consejero | 17 de mayo de 2017 A | 23 039 | 0 | 0 | $0 |
| Steven Sobieski | Consejero | 13 de mayo de 2015 A | 16 039 | 0 | 0 | $0 |
| Charles T Liamos | Consejero | 1 de abril de 2015 M | 87 575 | 0 | 0 | $0 |
| Mark W Lortz | Consejero | 3 de junio de 2013 A | 4 000 | 0 | 0 | $0 |
| Ross A Jaffe MD | Consejero | 22 de febrero de 2012 S | 55 461 | 0 | 0 | $0 |
| Gary Eichhorn | Consejero | 20 de abril de 2009 M | 70 749 | 0 | 0 | $0 |
| De Bord Alison Peyromaure | Consejero | 8 de mayo de 2008 A | 1 192 453 | 0 | 0 | $0 |
| ORBIMED ADVISORS LLC | Consejero | 18 de mayo de 2007 C | 1 568 841 | 0 | 0 | $0 |
| Jonathan Silverstein | Consejero | 15 de mayo de 2007 C | 1 568 841 | 0 | 0 | $0 |
| PRISM VENTURE PARTNERS III LP | Propietario del 10% | 5 de febrero de 2008 J | 0 | 0 | 0 | $0 |
| PRISM VENTURE PARTNERS III A LP | Propietario del 10% | 18 de mayo de 2007 C | 18 324 | 0 | 0 | $0 |
| Sally Crawford | · | 4 de junio de 2021 S | 20 306 | 0 | 0 | $0 |
| Gordon E Nye | · | 18 de mayo de 2007 C | 627 537 | 0 | 0 | $0 |
| Prism Investment Partners III LP | · | 18 de mayo de 2007 C | 627 537 | 0 | 0 | $0 |
| Prism Venture Partners III LLC | · | 18 de mayo de 2007 C | 627 537 | 0 | 0 | $0 |
| William M Seifert | · | 18 de mayo de 2007 C | 627 537 | 0 | 0 | $0 |
| John L Brooks | · | 18 de mayo de 2007 C | 627 537 | 0 | 0 | $0 |
| PEQUOT CAPITAL MANAGEMENT INC | · | 18 de mayo de 2007 C | 2 134 289 | 0 | 0 | $0 |
| Samuel D Colella | · | 14 de mayo de 2007 C | 89 372 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 81 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 |
|---|---|---|---|---|
| MEDI · Harbor ETF Trust | 2,10% | 5 226 NS | 31 de julio de 2026 | N-PORT |
| RSPH · Invesco Exchange-Traded Fund Trust | 1,58% | 104 728 SH | 5 de octubre de 2026 | Diario |
| IHI · iShares Trust | 1,40% | 331 132 SH | 11 de septiembre de 2026 | Diario |
| RPG · Invesco Exchange-Traded Fund Trust | 0,53% | 79 362 SH | 5 de octubre de 2026 | Diario |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,45% | 40 975 SH | 5 de octubre de 2026 | Diario |
| PALC · Pacer Funds Trust | 0,45% | 5 703 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,31% | 22 170 SH | 11 de septiembre de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,29% | 917 724 SH | 19 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,28% | 8 788 SH | 19 de agosto de 2026 | Diario |
| IWP · iShares Trust | 0,27% | 389 544 SH | 11 de septiembre de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 30 632 NS | 31 de julio de 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,19% | 1 411 403 SH | 5 de octubre de 2026 | Diario |
| FHLC · FIDELITY COVINGTON TRUST | 0,17% | 32 909 NS | 31 de julio de 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0,16% | 208 067 SH | 19 de agosto de 2026 | Diario |
| IYH · iShares Trust | 0,15% | 40 413 SH | 11 de septiembre de 2026 | Diario |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 67 413 NS | 31 de julio de 2026 | N-PORT |
| CURE · Direxion Shares ETF Trust | 0,13% | 1 363 NS | 31 de julio de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,13% | 1 588 917 SH | 19 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,13% | 36 947 SH | 11 de septiembre de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,12% | 24 562 SH | 5 de octubre de 2026 | Diario |
| IXJ · iShares Trust | 0,12% | 36 601 SH | 11 de septiembre de 2026 | Diario |
| RECS · Columbia ETF Trust I | 0,10% | 35 821 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,10% | 19 841 SH | 11 de septiembre de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,09% | 5 613 SH | 2 de octubre de 2026 | Diario |
| WSML · iShares Trust | 0,08% | 4 139 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,08% | 70 592 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,07% | 284 401 SH | 11 de septiembre de 2026 | Diario |
| LRND · New York Life Investments ETF Trust | 0,06% | 1 564 NS | 31 de julio de 2026 | N-PORT |
| CATH · Global X Funds | 0,05% | 4 302 NS | 31 de julio de 2026 | N-PORT |
| XOEF · iShares Trust | 0,05% | 90 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,04% | 5 400 NS | 31 de julio de 2026 | N-PORT |
| CHRI · Global X Funds | 0,04% | 17 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 1 128 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,03% | 92 460 NS | 31 de julio de 2026 | N-PORT |
| HAPI · Harbor ETF Trust | 0,03% | 896 NS | 31 de julio de 2026 | N-PORT |
| EGLE · Global X Funds | 0,03% | 4 NS | 31 de julio de 2026 | N-PORT |
| VOOG · VANGUARD ADMIRAL FUNDS | 0,03% | 51 531 SH | 19 de agosto de 2026 | Diario |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,03% | 108 891 SH | 19 de agosto de 2026 | Diario |
| GLBL · Pacer Funds Trust | 0,03% | 2 NS | 31 de julio de 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,03% | 803 NS | 31 de julio de 2026 | N-PORT |
| WRND · New York Life Investments ETF Trust | 0,03% | 18 NS | 31 de julio de 2026 | N-PORT |
| IWF · iShares Trust | 0,03% | 259 928 SH | 11 de septiembre de 2026 | Diario |
| DSI · iShares Trust | 0,03% | 10 624 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,03% | 3 476 NS | 31 de julio de 2026 | N-PORT |
| IVW · iShares Trust | 0,03% | 147 682 SH | 11 de septiembre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,03% | 5 206 NS | 31 de julio de 2026 | N-PORT |
| IUSG · iShares Trust | 0,03% | 61 820 SH | 11 de septiembre de 2026 | Diario |
| VOO · VANGUARD INDEX FUNDS | 0,02% | 1 797 121 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 11 373 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,02% | 15 641 SH | 19 de agosto de 2026 | Diario |
| XYLD · Global X Funds | 0,02% | 3 708 NS | 31 de julio de 2026 | N-PORT |
| XYLG · Global X Funds | 0,02% | 72 NS | 31 de julio de 2026 | N-PORT |
| XCLR · Global X Funds | 0,02% | 4 NS | 31 de julio de 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0,02% | 3 561 NS | 31 de julio de 2026 | N-PORT |
| XRMI · Global X Funds | 0,02% | 53 NS | 31 de julio de 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,02% | 5 732 NS | 31 de julio de 2026 | N-PORT |
| TOPC · iShares Trust | 0,02% | 42 SH | 11 de septiembre de 2026 | Diario |
| SPUU · Direxion Shares ETF Trust | 0,02% | 261 NS | 31 de julio de 2026 | N-PORT |
| XVV · iShares Trust | 0,02% | 806 SH | 11 de septiembre de 2026 | Diario |
| QDPL · Pacer Funds Trust | 0,02% | 1 658 NS | 31 de julio de 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,01% | 11 055 SH | 5 de octubre de 2026 | Diario |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 5 214 SH | 2 de octubre de 2026 | Diario |
| IVV · iShares Trust | 0,01% | 873 214 SH | 11 de septiembre de 2026 | Diario |
| HCMT · Direxion Shares ETF Trust | 0,01% | 480 NS | 31 de julio de 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0,01% | 408 SH | 1 de octubre de 2026 | Diario |
| XTR · Global X Funds | 0,01% | 4 NS | 31 de julio de 2026 | N-PORT |
| IYY · iShares Trust | 0,01% | 3 024 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 48 747 SH | 11 de septiembre de 2026 | Diario |
| SPXL · Direxion Shares ETF Trust | 0,01% | 5 416 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,01% | 19 530 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 91 828 SH | 11 de septiembre de 2026 | Diario |
| PHDG · Invesco Actively Managed Exchange-T… | 0,01% | 53 SH | 1 de octubre de 2026 | Diario |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,01% | 1 411 SH | 5 de octubre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2 199 830 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 59 978 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 5 816 SH | 19 de agosto de 2026 | Diario |
| VOXP · Advisors Series Trust | 0,01% | 3 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 10 297 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 2 582 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 23 NS | 31 de julio de 2026 | N-PORT |
| ISCB · iShares Trust | · | 3 135 SH | 11 de septiembre de 2026 | Diario |
PODD Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 33 analistas
COMPRA
Objetivo mediano
$167.50
+24,3%
9 27,3%
Compra fuerte
11 33,3%
Compra
13 39,4%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
22 analistas · 2026-10-04Objetivo medio $171.91 +27,6%
← Por Debajo de Todos los Objetivos
Precio Actual $134.73
Mín$144.00
Media$171.91
Máx$275.00
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 |
|---|---|---|---|---|---|---|
| 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% |
| ITGR | $2.69B | 27.1 | 8.0% | 5.5% | 6.0% | 27.0% |
| NVST | $3.56B | 77.5 | 8.3% | 1.7% | 1.5% | 54.7% |
| PLSE | · | · | · | · | · | · |
| ABT | $250.18B | 33.7 | 5.7% | 14.7% | 13.1% | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
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¿Son los analistas de Wall Street optimistas sobre las acciones de Insulet?
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Por qué Goldman Sachs recortó el precio objetivo de Insulet Corporation (PODD) a pesar de los sólidos resultados del primer trimestre
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BTIG Mantiene Calificación de Compra sobre Insulet (PODD)
Yahoo Finance · 5 meses, 2 semanas atrás
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¿Está la acción de Insulet por debajo del Dow?
Yahoo Finance · 6 meses, 2 semanas atrás
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Fuente: SEC 10-Q presentada el Ago 5, 2026