SSD Instantánea de la Acción
Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
03
Precio$173.56
Capitalización Bursátil$7.16B
P/E (TTM)19.0
BPA (TTM)$9.14
Ingresos (TTM)$2.42B
Rendimiento div.0.66%
ROE (TTM)18.7%
Deuda/Capital (MRQ)0.0
Rango 52S$156–$213
SSD Gráfico del Precio de la Acción
OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
04
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.
Divisiones de acciones2
Fecha ex-dividendo
División
Tipo
19 de noviembre de 2004
2-for-1
Adelante
19 de agosto de 2002
2-for-1
Adelante
Rendimiento a 10 años
Tendencias de ingresos, beneficio neto, márgenes y BPA
06
Ingresos$2.33B2023-12-31 → 2025-12-31
BPA$8.242023-12-31 → 2025-12-31
Flujo de caja libre$298M2023-12-31 → 2025-12-31
Margen neto15.6%2023-12-31 → 2025-12-31
Valoración y ratios07–12
Valoración
Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
SSD
promedio 5A
Mediana de Pares
Veredicto
P/E (TTM)
19.0
·
37.4
Infravalorado
P/S
3.1
·
2.4
Más caro
P/B (P/C)
3.5
·
3.3
Valor razonable
EV / EBITDA
12.4
·
15.6
Infravalorado
Price / FCF (Precio / FCF)
24.1
·
·
·
Price / Cash Flow (Precio / Flujo de Caja)
15.6
·
16.1
Valor razonable
EV / Revenue (EV / Ingresos)
2.9
·
·
·
EV / FCF
22.8
·
·
·
Price / Tangible Book (Precio / Valor Contable Tangible)
6.6
·
·
·
PEG Ratio (Ratio PEG)
≈1.4
·
·
·
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
SSD
promedio 5A
Mediana de Pares
Veredicto
Margen Bruto (TTM)
45.7%
·
33.7%
De primer nivel
Margen Operativo (TTM)
20.6%
·
14.8%
De primer nivel
Margen EBITDA (TTM)
24.8%
·
15.2%
De primer nivel
Margen antes de impuestos (TTM)
20.9%
·
13.2%
De primer nivel
Margen de Beneficio Neto (TTM)
15.6%
·
8.7%
De primer nivel
ROA (TTM)
12.4%
·
6.4%
De primer nivel
ROE (TTM)
18.7%
·
12.5%
De primer nivel
ROIC
16.7%
·
14.5%
En línea
Salud financiera
Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
SSD
promedio 5A
Mediana de Pares
Veredicto
Deuda / Patrimonio (MRQ)
0.0
·
0.5
Baja deuda
Ratio corriente (MRQ)
3.3
·
1.9
Liquidez sólida
Quick Ratio (Ratio Rápido)
1.8
·
1.0
Liquidez sólida
Interest Coverage (Cobertura de Intereses)
-50.8
·
5.0
Baja liquidez
Crecimiento
Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
SSD
promedio 5A
Mediana de Pares
Veredicto
Revenue YoY (Ingresos interanuales)
4.5%
·
·
·
Revenue CAGR 3Y (Ingresos CAGR 3A)
3.3%
·
·
·
Revenue CAGR 5Y (Ingresos CAGR 5A)
13.0%
·
·
·
EPS YoY (EPS interanual)
8.4%
·
·
·
Net Income YoY (Beneficio Neto interanual)
7.1%
·
·
·
EPS CAGR 3Y (CAGR BPA 3A)
2.0%
·
·
·
EPS CAGR 5Y (CAGR BPA 5A)
14.1%
·
·
·
Net Income CAGR 3Y (CAGR Beneficio Neto 3A)
1.1%
·
·
·
Net Income CAGR 5Y (CAGR Beneficio Neto 5A)
13.0%
·
·
·
Métricas por acción
BPA, valor contable por acción, flujo de caja por acción, dividendo por acción
Métrica
Tendencia a 5 años
SSD
promedio 5A
Mediana de Pares
Veredicto
EPS (Diluted) (BPA (Diluido))
$8.24
·
·
·
Revenue / Share (Ingresos / Acción)
$55.73
·
·
·
Cash Flow / Share (Flujo de Caja / Acción)
$10.96
·
·
·
Cash / Share (Efectivo / Acción)
$9.31
·
·
·
Eficiencia de capital
Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
SSD
promedio 5A
Mediana de Pares
Veredicto
Asset Turnover (Rotación de Activos)
0.8
·
0.8
En línea
Inventory Turnover (Rotación de Inventario)
2.1
·
5.0
Débil
Receivables Turnover (Rotación de Cuentas por Cobrar)
7.9
·
8.5
Débil
Revenue / Employee (Ingresos / Empleado)
≈$420.7K
·
·
·
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos
Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
13
Rendimiento por Dividendo0.66%
Ratio de Pago13.8%
Pago anualizado≈$1.20Pago trimestral
CAGR de Dividendos a 5 años≈4.4%Por acción, ajustado por splits
Racha de Crecimiento≈5Años consecutivos de crecimiento de dividendos
Fecha ex-dividendo
Monto
Moneda
Rendimiento
Jul 2, 2026
$0,30
USD
≈0.58%
Abr 2, 2026
$0,29
USD
≈0.70%
Ene 2, 2026
$0,29
USD
≈0.70%
Oct 2, 2025
$0,29
USD
≈0.67%
Jul 3, 2025
$0,29
USD
≈0.69%
Abr 3, 2025
$0,28
USD
≈0.77%
Ene 2, 2025
$0,28
USD
≈0.68%
Oct 3, 2024
$0,28
USD
≈0.58%
Jul 3, 2024
$0,28
USD
≈0.66%
Abr 3, 2024
$0,27
USD
≈0.55%
Ene 3, 2024
$0,27
USD
≈0.57%
Oct 4, 2023
$0,27
USD
≈0.72%
Jul 5, 2023
$0,27
USD
≈0.77%
Abr 5, 2023
$0,26
USD
≈1.0%
Ene 4, 2023
$0,26
USD
≈1.1%
Oct 5, 2022
$0,26
USD
≈1.2%
Jul 6, 2022
$0,26
USD
≈0.99%
Abr 6, 2022
$0,25
USD
≈0.95%
Ene 5, 2022
$0,25
USD
≈0.73%
Oct 6, 2021
$0,25
USD
≈0.88%
Historial de Ganancias
EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
14
Tasa de Superación75.0%
Sorpresa Media7.8%
Próximo informeOct 26, 2026
Período
Informe
EPS Actual
EPS est.
Sorpresa
30 de junio de 2026
Jul 27, 2026
$3.09
$2.75
12.5%
31 de marzo de 2026
$2.13
$1.89
12.8%
31 de diciembre de 2025
$1.35
$1.23
10.0%
30 de septiembre de 2025
$2.58
$2.44
5.8%
30 de junio de 2025
$2.47
$2.29
8.0%
31 de marzo de 2025
$1.85
$1.58
16.9%
30 de septiembre de 2000
$0.23
$0.24
-3.6%
30 de junio de 2000
$0.23
$0.23
-0.43%
Fundamentales Completos
Todas las métricas por año — estado de resultados, balance general, flujo de caja
15
Estado de resultados18
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue
$2.33B
$2.23B
$2.21B
$2.12B
$1.57B
$1.27B
$1.14B
$1.08B
$977M
$861M
$794M
$752M
Cost of Revenue
$1.26B
$1.21B
$1.17B
$1.17B
$818M
$692M
$644M
$599M
$534M
$451M
$435M
$410M
Gross Profit
$1.07B
$1.02B
$1.04B
$941M
$755M
$576M
$492M
$480M
$443M
$410M
$359M
$342M
R&D Expense
$12M
$21M
$25M
$16M
$12M
$10M
$11M
$11M
$11M
$11M
$12M
$11M
SG&A Expense
$322M
$293M
$272M
$228M
$193M
$161M
$157M
$159M
$143M
$125M
$113M
$112M
Operating Expenses
$627M
$589M
$562M
$466M
$388M
$324M
$317M
$312M
$305M
$269M
$250M
$243M
Operating Income
$458M
$430M
$475M
$459M
$368M
$252M
$181M
$173M
$138M
$141M
$109M
$99M
Interest Expense
$-9M
$2M
$4M
$8M
$850.0K
$2M
$2M
$1M
$1M
$1M
$997.0K
$855.0K
Interest Income
·
·
·
·
·
·
·
·
$389.0K
$570.0K
$655.0K
$901.0K
Other Non-op
$8M
$5M
$3M
$-8M
$-1M
$-2M
$-2M
$-634.0K
$-874.0K
·
·
·
Pretax Income
$462M
$434M
$477M
$448M
$359M
$250M
$178M
$172M
$144M
$139M
$109M
$99M
Income Tax
$117M
$112M
$123M
$114M
$92M
$63M
$44M
$45M
$52M
$49M
$41M
$36M
Net Income
$345M
$322M
$354M
$334M
$266M
$187M
$134M
$127M
$93M
$90M
$68M
$64M
EPS (Basic)
$8.27
$7.64
$8.31
$7.78
$6.15
$4.28
$3.00
$2.74
$1.95
$1.87
$1.39
$1.30
EPS (Diluted)
$8.24
$7.60
$8.26
$7.76
$6.12
$4.27
$2.98
$2.72
$1.94
$1.86
$1.38
$1.29
Shares (Basic)
41,718,000
42,182,000
42,598,000
·
43,325,000
43,709,000
44,735,000
46,213,000
47,486,000
48,084,000
48,952,000
48,977,000
Shares (Diluted)
41,861,000
42,383,000
42,837,000
·
43,532,000
43,841,000
44,921,000
46,540,000
47,774,000
48,295,000
49,181,000
49,194,000
EBITDA
$548M
$515M
$550M
$520M
$410M
$291M
$220M
$212M
$173M
$167M
$136M
$127M
Balance general27
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Cash & Equivalents
$384M
$239M
$430M
$301M
$301M
$275M
$230M
$160M
$169M
$227M
$259M
$260M
Receivables
$303M
$284M
$284M
$269M
$231M
$165M
$139M
$146M
$136M
$112M
$106M
$92M
Inventory
$594M
$593M
$552M
$557M
$444M
$284M
$252M
$276M
$253M
$232M
$196M
$217M
Other Current Assets
$71M
$59M
$47M
$53M
$23M
$30M
$19M
$17M
$26M
$14M
$12M
$21M
Current Assets
$1.35B
$1.18B
$1.31B
$1.18B
$999M
$753M
$641M
$600M
$584M
$585M
$589M
$604M
PP&E (Net)
$628M
$532M
$419M
$362M
$260M
$255M
$249M
$255M
$273M
$233M
$214M
$207M
PP&E (Gross)
·
·
$832M
$762M
$636M
$612M
$580M
$564M
$551M
$470M
$439M
$438M
Accum. Depreciation
$577M
$516M
$475M
$432M
$402M
$377M
$347M
$318M
$300M
$273M
$257M
$245M
Goodwill
$559M
$512M
$503M
$496M
$134M
$136M
$132M
$130M
$137M
$124M
$124M
$124M
Intangibles
$388M
$375M
$365M
$363M
$26M
$27M
$25M
$24M
$29M
$23M
$28M
$33M
Other Non-current Assets
$32M
$47M
$37M
$47M
$20M
$16M
$11M
$10M
$12M
$12M
$7M
$5M
Total Assets
$3.07B
$2.74B
$2.70B
$2.50B
$1.48B
$1.23B
$1.10B
$1.02B
$1.04B
$980M
$961M
$973M
Accounts Payable
$91M
$101M
$108M
$98M
$57M
$48M
$33M
$34M
$32M
$28M
$21M
$23M
Accrued Liabilities
$275M
$243M
$231M
$228M
$187M
$146M
$126M
$117M
$88M
$60M
$55M
$56M
Current Liabilities
$382M
$366M
$361M
$349M
$245M
$194M
$159M
$152M
$136M
$109M
$95M
$94M
Capital Leases
$97M
$76M
$55M
$47M
$37M
$37M
$28M
$0
$3M
$0
·
·
Deferred Tax
$100M
$28M
$98M
$113M
·
·
·
·
·
·
·
·
Total Liabilities
$1.04B
$923M
$1.02B
$1.09B
$300M
$252M
$203M
$166M
$153M
$114M
$111M
$110M
Long-term Debt
$300M
$388M
$411M
$433M
·
·
·
·
·
·
·
·
Total Debt
$15M
$22M
$22M
$22M
·
·
·
·
·
·
$0
$18.0K
Common Stock
$419.0K
$424.0K
$426.0K
$425.0K
$432.0K
$433.0K
$442.0K
$453.0K
$473.0K
$473.0K
$481.0K
$489.0K
Retained Earnings
$1.84B
$1.65B
$1.43B
$1.12B
$907M
$720M
$646M
$628M
$677M
$642M
$640M
$649M
Treasury Stock
$121M
$101M
$50M
$0
$0
$14M
$9M
$25M
$40M
$0
$0
$0
AOCI
$-15M
$-47M
$-10M
$-4M
$-18M
$-10M
$-25M
$-25M
$-12M
$-33M
$-29M
$-7M
Stockholders' Equity
$2.03B
$1.81B
$1.68B
$1.41B
$1.18B
$981M
$892M
$856M
$885M
$866M
$850M
$863M
Liabilities + Equity
$3.07B
$2.74B
$2.70B
$2.50B
$1.48B
$1.23B
$1.10B
$1.02B
$1.04B
$980M
$961M
$973M
Shares Outstanding
41,255,000
41,878,000
42,323,000
43,326,000
43,326,000
43,326,000
44,209,000
44,998,000
46,745,000
47,437,000
48,184,000
48,966,000
Flujo de Efectivo17
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
D&A
$90M
$85M
$75M
$61M
$42M
$39M
$38M
$39M
$34M
$28M
$27M
$28M
Stock-based Comp
$23M
$19M
$24M
$15M
$18M
$14M
$10M
$11M
$14M
$14M
$12M
$13M
Deferred Tax
$12M
$-4M
$-8M
$-13M
$-915.0K
$3M
$3M
$5M
$6M
$-869.0K
$3M
$2M
Amort. of Intangibles
$27M
$25M
$24M
$17M
$6M
$6M
$6M
$6M
$6M
$6M
$6M
$7M
Restructuring
·
·
·
·
·
·
·
·
·
$945.0K
$3M
·
Other Non-cash
$-11M
$-84M
$-18M
$3M
$-174M
$-35M
$20M
$-22M
$-27M
$-36M
$5M
·
Operating Cash Flow
$459M
$338M
$427M
$400M
$151M
$208M
$206M
$160M
$119M
$99M
$118M
$67M
CapEx
$161M
$180M
$89M
$62M
$44M
$33M
$33M
$29M
$58M
$42M
$34M
$24M
Investing Cash Flow
$-136M
$-259M
$-103M
$-870M
$-59M
$-40M
$-28M
$-10M
$-76M
·
·
·
Stock Repurchased
$120M
$100M
$50M
$79M
$24M
$76M
$61M
$111M
$70M
$54M
$47M
$3M
Net Stock Activity
$-120M
$-100M
$-50M
$-79M
$-24M
$-76M
$-61M
$-111M
$-70M
$-54M
$-47M
$-3M
Dividends Paid
$48M
$46M
$45M
$44M
$42M
$40M
$40M
$40M
$37M
$33M
$29M
$26M
Financing Cash Flow
$-186M
$-261M
$-199M
$466M
$-72M
$-127M
$-108M
$-155M
$-107M
·
·
·
Net Change in Cash
$145M
$-190M
$129M
$-413.0K
$27M
$44M
$70M
$-8M
$-58M
·
·
·
Taxes Paid
$113M
·
·
·
·
·
·
·
·
·
·
·
Free Cash Flow
$298M
$158M
$338M
$337M
$108M
$170M
$173M
$131M
$61M
$53M
$80M
$44M
Levered FCF
$304M
$156M
$335M
$331M
$107M
$168M
$171M
$130M
$60M
$52M
$79M
$43M
Rentabilidad8
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Gross Margin
45.9%
46.0%
47.1%
44.5%
48.0%
45.5%
43.3%
44.5%
45.7%
47.9%
45.2%
45.5%
Operating Margin
19.6%
19.3%
21.5%
21.7%
23.4%
19.9%
16.0%
16.0%
14.2%
16.2%
13.7%
13.2%
Net Margin
14.8%
14.4%
16.0%
15.8%
16.9%
14.8%
11.8%
11.7%
9.5%
10.4%
8.6%
·
Pretax Margin
19.8%
19.4%
21.5%
21.2%
22.8%
19.7%
15.7%
16.0%
14.8%
16.1%
13.7%
13.2%
EBITDA Margin
23.5%
23.1%
24.8%
24.6%
26.1%
23.0%
19.3%
19.6%
17.7%
19.4%
17.1%
16.9%
ROA
11.9%
11.4%
12.8%
13.3%
18.3%
14.9%
12.3%
12.0%
8.8%
9.1%
7.1%
·
ROE
17.4%
17.6%
21.1%
24.3%
23.1%
19.3%
15.2%
14.3%
10.3%
10.4%
8.0%
·
ROIC
16.7%
17.5%
20.7%
23.8%
23.1%
19.3%
15.3%
14.8%
10.1%
10.4%
8.0%
7.3%
Liquidez y Solvencia4
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Current Ratio
3.5
3.2
3.6
3.4
4.1
3.9
4.0
4.0
4.3
5.4
6.2
6.4
Quick Ratio
1.8
1.4
2.0
1.6
2.2
2.3
2.3
2.0
2.2
3.1
3.8
3.7
Debt / Equity
0.0
0.0
0.0
0.0
·
·
·
·
·
·
0.0
0.0
Interest Coverage
-50.8
189.3
105.9
57.2
432.7
110.5
89.4
162.0
118.2
121.6
109.3
116.1
Eficiencia3
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Asset Turnover
0.8
0.8
0.8
0.8
1.1
1.0
1.0
1.0
0.9
0.9
0.8
0.8
Inventory Turnover
2.1
2.1
2.2
2.1
2.0
2.5
2.6
2.2
2.1
2.0
2.2
2.0
Receivables Turnover
7.9
6.9
7.0
7.0
6.7
6.5
7.1
6.4
6.6
6.8
6.7
6.9
Por Acción6
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Book Value / Share
$49.20
$43.11
$39.69
$32.70
$27.40
$22.64
$20.18
$19.01
$18.93
$18.25
$17.64
$17.63
Revenue / Share
$55.73
·
·
·
$36.14
$28.92
$25.30
$23.18
$20.45
$17.82
$16.15
$15.29
Cash Flow / Share
$10.96
·
·
·
$3.48
$4.73
$4.58
$3.44
$2.49
$1.97
$2.32
$1.37
Cash / Share
$9.31
$5.72
$10.16
$6.96
$6.97
$6.34
$5.21
$3.56
$3.60
$4.78
$5.37
$5.32
Dividend / Share
$1.15
$1.11
$1.07
$1.03
$0.98
$0.92
$0.91
$0.87
$0.81
$0.70
$0.62
$0.55
EPS (TTM)
$8.24
$7.60
$8.26
$7.76
$6.12
$4.27
$2.98
$2.72
$1.94
$1.86
$1.38
$1.29
Tasas de Crecimiento10
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue YoY
4.5%
0.83%
4.6%
34.5%
24.1%
·
·
·
·
·
·
·
Revenue CAGR 3Y
3.3%
12.4%
20.4%
·
·
·
·
·
·
·
·
·
Revenue CAGR 5Y
13.0%
·
·
·
·
·
·
·
·
·
·
·
EPS YoY
8.4%
-8.0%
6.4%
26.8%
43.3%
·
·
·
·
·
·
·
EPS CAGR 3Y
2.0%
7.5%
24.6%
·
·
·
·
·
·
·
·
·
EPS CAGR 5Y
14.1%
·
·
·
·
·
·
·
·
·
·
·
Net Income YoY
7.1%
-9.0%
6.0%
25.4%
42.5%
·
·
·
·
·
·
·
Net Income CAGR 3Y
1.1%
6.5%
23.7%
·
·
·
·
·
·
·
·
·
Net Income CAGR 5Y
13.0%
·
·
·
·
·
·
·
·
·
·
·
Dividends Paid CAGR 5Y
3.3%
·
·
·
·
·
·
·
·
·
·
·
Valoración (TTM)17
Métrica
Tendencia
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue TTM
$2.33B
$2.23B
$2.21B
$2.12B
$1.57B
$1.27B
$1.14B
$1.08B
$977M
$861M
$794M
$752M
Net Income TTM
$345M
$322M
$354M
$334M
$266M
$187M
$134M
$127M
$93M
$90M
$68M
$64M
Market Cap
$6.66B
$6.94B
$8.38B
$3.83B
$6.01B
$4.05B
$3.55B
$2.44B
$2.68B
$2.08B
$1.65B
$1.69B
Enterprise Value
$6.29B
$6.73B
$7.97B
$3.55B
·
·
·
·
·
·
$1.39B
$1.43B
P/E
19.6
21.8
24.0
11.4
22.7
21.9
26.9
19.9
29.6
23.5
24.7
26.8
P/S
2.9
3.1
3.8
1.8
3.8
3.2
3.1
2.3
2.7
2.4
2.1
2.3
P/B
3.3
3.8
5.0
2.7
5.1
4.1
4.0
2.8
3.0
2.4
1.9
2.0
P / Tangible Book
6.1
7.6
10.3
6.9
5.9
4.9
·
·
·
·
·
·
P / Cash Flow
14.5
20.5
19.6
9.6
39.7
19.5
17.2
15.2
22.5
21.9
14.4
25.2
P / FCF
22.4
44.0
24.8
11.4
55.9
23.9
20.5
18.6
44.0
39.2
20.6
38.9
EV / EBITDA
11.5
13.1
14.5
6.8
·
·
·
·
·
·
10.2
11.3
EV / FCF
21.1
42.6
23.6
10.5
·
·
·
·
·
·
17.3
33.0
EV / Revenue
2.7
3.0
3.6
1.7
·
·
·
·
·
·
1.7
1.9
Dividend Yield
0.71%
0.67%
0.54%
1.1%
0.69%
1.0%
1.1%
1.6%
1.4%
1.6%
1.8%
1.5%
Earnings Yield
5.1%
4.6%
4.2%
8.8%
4.4%
4.6%
3.7%
5.0%
3.4%
4.2%
4.0%
3.7%
Payout Ratio
13.8%
14.4%
12.8%
13.1%
15.6%
21.6%
30.0%
31.5%
39.9%
36.4%
43.2%
·
Annual Payout
$48M
$46M
$45M
$44M
$42M
$40M
$40M
$40M
$37M
$33M
$29M
$26M
Estado de resultados15
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
$671M
$588M
$539M
$624M
$631M
$539M
$517M
$587M
$597M
$531M
$502M
$580M
$598M
$534M
$476M
$554M
Cost of Revenue
$353M
$322M
$305M
$334M
$338M
$288M
$292M
$312M
$318M
$286M
$283M
$297M
$310M
$282M
$275M
$309M
Gross Profit
$318M
$266M
$234M
$289M
$293M
$251M
$226M
$275M
$279M
$245M
$218M
$283M
$287M
$253M
$201M
$245M
SG&A Expense
$84M
$78M
$83M
$85M
$76M
$74M
$77M
$75M
$71M
$70M
$75M
$65M
$69M
$64M
$56M
$60M
Operating Expenses
$154M
$151M
$161M
$162M
$153M
$148M
$148M
$149M
$145M
$147M
$146M
$142M
$141M
$133M
$119M
$120M
Operating Income
$169M
$115M
$75M
$141M
$140M
$102M
$77M
$125M
$132M
$96M
$72M
$140M
$145M
$118M
$79M
$123M
Other Non-op
$4M
$4M
$4M
$2M
$895.0K
$1M
$1M
$2M
$2M
$351.0K
$3M
$1M
$-705.0K
$-570.0K
$-1M
$-3M
Pretax Income
$171M
$116M
$75M
$144M
$139M
$104M
$76M
$126M
$133M
$98M
$74M
$140M
$145M
$117M
$78M
$118M
Income Tax
$44M
$28M
$18M
$36M
$36M
$27M
$21M
$33M
$35M
$23M
$20M
$36M
$37M
$29M
$21M
$30M
Net Income
$127M
$88M
$56M
$107M
$104M
$78M
$55M
$94M
$98M
$75M
$55M
$104M
$107M
$88M
$58M
$88M
EPS (Basic)
$3.10
$2.14
$1.34
$2.59
$2.48
$1.86
$1.32
$2.22
$2.32
$1.78
$1.30
$2.44
$2.51
$2.06
$1.36
$2.06
EPS (Diluted)
$3.09
$2.13
$1.34
$2.58
$2.47
$1.85
$1.31
$2.21
$2.31
$1.77
$1.28
$2.43
$2.50
$2.05
$1.36
$2.06
Shares (Basic)
40,964,000
41,228,000
·
41,520,000
41,705,000
41,846,000
·
42,151,000
42,251,000
42,386,000
·
42,673,000
42,669,000
42,610,000
·
42,813,000
Shares (Diluted)
41,071,000
41,366,000
·
41,704,000
41,838,000
42,010,000
·
42,335,000
42,418,000
42,630,000
·
42,882,000
42,813,000
42,827,000
·
42,916,000
EBITDA
$195M
$140M
·
$164M
$161M
$122M
·
$125M
$132M
$115M
·
$140M
$145M
$136M
·
$123M
Balance general27
Métrica
Tendencia
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Cash & Equivalents
$451M
$341M
$384M
$297M
$190M
$150M
$239M
$339M
$355M
$369M
·
$571M
$408M
$253M
·
$309M
Receivables
$438M
$400M
$303M
$395M
$416M
$373M
$284M
$360M
$378M
$343M
·
$351M
$388M
$340M
·
$334M
Inventory
$514M
$549M
$594M
$592M
$587M
$619M
$593M
$583M
$534M
$556M
·
$504M
$524M
$576M
·
$540M
Other Current Assets
$67M
$65M
$71M
$65M
$65M
$62M
$59M
$52M
$65M
$60M
·
$52M
$53M
$54M
·
$48M
Current Assets
$1.47B
$1.36B
$1.35B
$1.35B
$1.26B
$1.20B
$1.18B
$1.33B
$1.33B
$1.33B
·
$1.48B
$1.37B
$1.22B
·
$1.23B
PP&E (Net)
$615M
$621M
$628M
$614M
$598M
$569M
$532M
$371M
$459M
$437M
·
$383M
$375M
$369M
·
$341M
PP&E (Gross)
·
·
·
·
·
·
·
$885M
$853M
$848M
·
$789M
$780M
$773M
·
$724M
Accum. Depreciation
$608M
$590M
$577M
$561M
$550M
$531M
$516M
$514M
$497M
$487M
·
$461M
$451M
$444M
·
$419M
Goodwill
$547M
$548M
$559M
$558M
$561M
$528M
$512M
$551M
$498M
$493M
$503M
$483M
$495M
$501M
$496M
$468M
Intangibles
$366M
$373M
$388M
$393M
$399M
$381M
$375M
$396M
$352M
$353M
·
$356M
$370M
$366M
·
$331M
Other Non-current Assets
$33M
$33M
$32M
$37M
$48M
$40M
$47M
$33M
$48M
$45M
·
$49M
$43M
$41M
·
$84M
Total Assets
$3.14B
$3.04B
$3.07B
$3.05B
$2.96B
$2.82B
$2.74B
$2.90B
$2.77B
$2.72B
$2.70B
$2.82B
$2.72B
$2.56B
$2.50B
$2.50B
Accounts Payable
$126M
$106M
$91M
$104M
$96M
$118M
$101M
$110M
$105M
$103M
·
$95M
$98M
$95M
·
$99M
Accrued Liabilities
·
·
$275M
·
·
·
$243M
·
·
·
·
·
·
·
·
·
Current Liabilities
$447M
$399M
$382M
$403M
$373M
$380M
$366M
$378M
$360M
$352M
·
$428M
$397M
$331M
·
$346M
Capital Leases
$90M
$93M
$97M
$77M
$83M
$83M
$76M
$70M
$69M
$52M
·
$54M
$52M
$45M
·
$39M
Deferred Tax
$108M
$104M
$104M
$94M
$97M
$90M
$28M
$89M
$93M
$97M
·
·
·
·
·
·
Total Liabilities
$1.01B
$978M
$1.04B
$1.03B
$1.02B
$952M
$923M
$1.03B
$1.01B
$996M
·
$1.15B
$1.14B
$1.07B
·
$1.17B
Long-term Debt
$292M
$296M
$300M
$371M
$377M
$382M
·
$394M
$399M
$405M
·
$416M
$422M
$428M
·
$439M
Total Debt
$15M
$15M
·
$22M
$22M
$22M
·
$22M
$22M
$22M
·
$22M
$22M
$22M
·
$22M
Common Stock
$413.0K
$413.0K
$419.0K
$419.0K
$419.0K
$419.0K
$424.0K
$424.0K
$424.0K
$424.0K
·
$426.0K
$426.0K
$426.0K
·
$433.0K
Retained Earnings
$1.91B
$1.80B
$1.84B
$1.80B
$1.70B
$1.61B
$1.65B
$1.61B
$1.53B
$1.44B
·
$1.38B
$1.29B
$1.19B
·
$1.15B
Treasury Stock
$100M
$50M
$121M
$91M
$60M
$25M
$101M
$50M
$50M
$0
·
$0
$0
$0
·
$75M
AOCI
$-26M
$-17M
$-15M
$-21M
$-27M
$-35M
$-47M
$-10M
$-25M
$-25M
·
$-21M
$-9M
$-4M
$-4M
$-35M
Stockholders' Equity
$2.12B
$2.06B
$2.03B
$2.01B
$1.93B
$1.86B
$1.81B
$1.86B
$1.76B
$1.73B
$1.68B
$1.67B
$1.58B
$1.49B
$1.41B
$1.34B
Liabilities + Equity
$3.14B
$3.04B
$3.07B
$3.05B
$2.96B
$2.82B
$2.74B
$2.90B
$2.77B
$2.72B
·
$2.82B
$2.72B
$2.56B
·
$2.50B
Shares Outstanding
·
·
41,255,000
·
·
·
41,878,000
·
·
·
·
·
·
·
·
·
Flujo de Efectivo16
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
$26M
$26M
$26M
$23M
$21M
$19M
$25M
$22M
$19M
$19M
$20M
$18M
$18M
$18M
$16M
$16M
Stock-based Comp
$11M
$5M
$3M
$7M
$6M
$7M
$3M
$6M
$5M
$5M
$6M
$7M
$7M
$5M
$2M
$3M
Deferred Tax
$772.0K
$3M
$8M
$7M
$-2M
$-1M
$5M
$-4M
$-4M
$-881.0K
$3M
$-4M
$-7M
$0
$0
$-9M
Amort. of Intangibles
$7M
$7M
$6M
$7M
$7M
$6M
$7M
$7M
$6M
$6M
$6M
$6M
$6M
$6M
$6M
$5M
Other Non-cash
·
$-86M
·
·
·
$-95M
·
·
·
$-91M
·
·
·
$-107M
·
·
Operating Cash Flow
$213M
$36M
$156M
$170M
$125M
$8M
$116M
$103M
$111M
$8M
$29M
$201M
$194M
$3M
$136M
$125M
CapEx
$15M
$18M
$37M
$36M
$38M
$50M
$56M
$45M
$40M
$39M
$31M
$20M
$19M
$19M
$21M
$10M
Investing Cash Flow
$-7M
$-19M
$-30M
$-16M
$-40M
$-50M
$-57M
$-106M
$-56M
$-39M
$-37M
$-19M
$-21M
$-27M
$-25M
$-12M
Net Debt Issued
·
$-4M
·
·
·
$-7M
·
·
·
$-7M
·
·
·
$-6M
·
·
Stock Issued
$0
$3M
·
$0
$0
$4M
·
$0
$0
$0
·
·
·
·
·
·
Stock Repurchased
$49M
$50M
$30M
$30M
$35M
$25M
$50M
$0
$50M
$0
$50M
$0
$0
$0
$4M
$28M
Net Stock Activity
·
$-47M
·
·
·
$-21M
·
·
·
·
·
·
·
$0
·
·
Dividends Paid
$12M
$12M
$12M
$12M
$12M
$12M
$12M
$12M
$11M
$11M
$12M
$12M
$11M
$11M
$11M
$11M
Financing Cash Flow
$-94M
$-69M
$-43M
$-48M
$-53M
$-43M
$-150M
$-18M
$-68M
$-25M
$-141M
$-17M
$-17M
$-24M
$-121M
$-45M
Net Change in Cash
$110M
$-43M
$87M
$107M
$40M
$-89M
$-100M
$-15M
$-14M
$-61M
$-141M
$163M
$155M
$-48M
$-9M
$63M
Free Cash Flow
·
$18M
·
·
·
$-43M
·
·
·
$-31M
·
·
·
$-16M
·
·
Rentabilidad8
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
47.4%
45.2%
·
46.4%
46.7%
46.8%
·
46.9%
46.7%
46.1%
·
48.8%
48.1%
47.3%
·
44.2%
Operating Margin
25.2%
19.5%
·
22.6%
22.2%
19.0%
·
21.3%
22.1%
18.1%
·
24.2%
24.3%
22.1%
·
22.2%
Net Margin
18.9%
15.0%
·
17.2%
16.4%
14.4%
·
15.9%
16.4%
14.2%
·
17.9%
17.9%
16.5%
·
15.9%
Pretax Margin
25.5%
19.8%
·
23.1%
22.1%
19.4%
·
21.5%
22.2%
18.6%
·
24.1%
24.2%
22.0%
·
21.3%
EBITDA Margin
29.0%
23.9%
·
26.3%
25.6%
22.6%
·
21.3%
22.1%
21.7%
·
24.2%
24.3%
25.5%
·
22.2%
ROA
4.2%
3.0%
·
3.6%
3.6%
2.8%
·
3.3%
3.6%
2.9%
·
3.9%
4.1%
3.6%
·
4.5%
ROE
6.3%
4.5%
·
5.6%
5.6%
4.3%
·
5.3%
5.8%
4.7%
·
6.9%
7.5%
6.5%
·
7.2%
ROIC
5.9%
4.2%
·
5.2%
5.3%
4.0%
·
4.9%
5.5%
4.2%
·
6.2%
6.7%
5.9%
·
6.8%
Liquidez y Solvencia3
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
3.3
3.4
·
3.3
3.4
3.2
·
3.5
3.7
3.8
·
3.5
3.5
3.7
·
3.6
Quick Ratio
2.0
1.9
·
1.7
1.6
1.4
·
1.9
2.0
2.0
·
2.2
2.0
1.8
·
1.9
Debt / Equity
0.0
0.0
·
0.0
0.0
0.0
·
0.0
0.0
0.0
·
0.0
0.0
0.0
·
0.0
Eficiencia3
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
·
0.3
Inventory Turnover
0.6
0.6
·
0.6
0.6
0.5
·
0.6
0.6
0.5
·
0.6
0.6
0.6
·
0.7
Receivables Turnover
1.6
1.5
·
1.7
1.6
1.5
·
1.7
1.6
1.6
·
1.7
1.6
1.6
·
1.9
Por Acción4
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 / Share
$16.34
$14.21
·
$14.95
$15.08
$12.83
·
$13.87
$14.07
$12.45
·
$13.53
$13.96
$12.48
·
$12.90
Cash Flow / Share
·
$0.86
·
·
·
$0.18
·
·
·
$0.19
·
·
·
$0.07
·
·
Dividend / Share
$0.30
$0.29
$0.29
$0.29
$0.29
$0.28
$0.28
$0.28
$0.28
$0.27
$0.27
$0.27
$0.27
$0.26
$0.26
$0.26
EPS (TTM)
$9.14
$8.52
·
$8.21
$7.84
$7.68
·
$7.57
$7.79
$7.98
·
$8.34
$7.97
$7.63
·
$8.00
Valoración (TTM)6
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
$2.42B
$2.38B
·
$2.31B
$2.27B
$2.24B
·
$2.22B
$2.21B
$2.21B
·
$2.19B
$2.16B
$2.16B
·
$2.06B
Net Income TTM
$379M
$355M
·
$344M
$330M
$325M
·
$322M
$332M
$341M
·
$357M
$341M
$327M
·
$346M
P/E
22.9
20.1
·
20.4
19.8
20.5
·
25.3
21.6
25.7
·
18.0
17.4
14.4
·
9.8
Earnings Yield
4.4%
5.0%
·
4.9%
5.1%
4.9%
·
4.0%
4.6%
3.9%
·
5.6%
5.8%
7.0%
·
10.2%
Payout Ratio
·
13.6%
·
·
·
15.1%
·
·
·
15.2%
·
·
·
12.6%
·
·
Annual Payout
$48M
$48M
·
$47M
$47M
$47M
·
$46M
$46M
$46M
·
$45M
$44M
$44M
·
$44M
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros
Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
16
Métrica
2025-12-31
2025-06-30
2025-03-31
2024-12-31
2024-09-30
Ingresos
$2.33B
·
·
$2.23B
·
Margen Bruto %
45.9%
·
·
46.0%
·
Margen Operativo %
19.6%
·
·
19.3%
·
Beneficio neto
$345M
·
·
$322M
·
EPS Diluido
$8.24
·
·
$7.60
·
Métrica
2025-12-31
2025-06-30
2025-03-31
2024-12-31
2024-09-30
Deuda / Patrimonio
0.0
·
·
0.0
·
Ratio corriente
3.5
·
·
3.2
·
Ratio Rápido
1.8
·
·
1.4
·
Métrica
2025-12-31
2025-06-30
2025-03-31
2024-12-31
2024-09-30
Flujo de caja libre
$298M
·
·
$158M
·
Propietarios institucionales (13F)
524 declarantes
· $9.2B total
· A fecha de 30 de septiembre de 2026
17
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.
Tenedores524
Valor en tenencia$9.2B
Nuevas posiciones78
Posiciones cerradas43
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones
Posiciones cerradas
Aumentado
Disminuido
Cambio neto de acciones
78 (-2 vs trimestre anterior)
43 (+7 vs trimestre anterior)
148 (+1 vs trimestre anterior)
183 (+25 vs trimestre anterior)
+230K
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.
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.
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
43 insiders
· 22 directivos · 20 consejeros
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs
Mantenido por 76 ETFs
20
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.