STE STERIS plc (Ireland) Ordinary Shares
$236,81
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$195–$269
56% of range
Calificación del Analista
BUY
16 analysts
Precio Objetivo
$263
+11% upside
P/E (TTM)
29.9
ROE
11.3%
Margen de Beneficio Neto
13.2%
Acerca de STERIS plc (Ireland) Ordinary Shares Descripción general de la empresa de Wikipedia
Steris plc is an American-Irish-based medical equipment company specializing in sterilization and surgical products for the US healthcare system. Steris is operationally headquartered in Mentor, Ohio, and has been legally registered in Dublin, Ireland, for tax purposes since 2018. Previously the company was registered in the United Kingdom from 2014 to 2018.
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Steris plc is an American-Irish-based medical equipment company specializing in sterilization and surgical products for the US healthcare system. Steris is operationally headquartered in Mentor, Ohio, and has been legally registered in Dublin, Ireland, for tax purposes since 2018. Previously the company was registered in the United Kingdom from 2014 to 2018.
Steris is listed on the New York Stock Exchange, and is a constituent of the S&P 500 Index. As of 2024, the president and CEO is Daniel A. Carestio.
## History
Steris was founded in August 1985 in Ohio, under the name "Innovative Medical Technologies".
In 2012, Steris acquired US Endoscopy for $270 million. Steris also acquired Spectrum Surgical Instruments Corp. and Total Repair Express for $110 million combined.
On April 1, 2014, Steris announced its acquisition of Integrated Medical Systems International Inc. for ~$175 million, although it would only cost the company ~$140 million after tax benefits. Shortly after, Steris also acquired Chesterfield, Missouri-based Life Systems.
In October 2014, Steris executed a tax inversion from the United States to the United Kingdom, via an offer made to acquire UK-based Synergy Health for $1.9 billion. The tax inversion was notable as it was the first US inversion post the new rules introduced by the Obama administration in 2014 to curb US corporations moving their "legal domicile" to reduce their exposure to US corporate taxation.
On June 24, 2015, Steris announced the acquisitions of General Econopak for $175 million and Black Diamond Video for $51 million.
Steris filed accounts which showed global revenues of over US$2.6 billion in 2018, of which US$1.8 billion (or 70 percent) came from the US healthcare system; and employed ~12,000 people.
In November 2018, Steris announced that it would further re-domicile its legal headquarters from the United Kingdom to Ireland; Steris had reduced its corporate tax rate from 31.3 percent to 20 percent as a result of its 2014 tax inversion to the United Kingdom, however, it believed a further reduction could be achieved by moving to Ireland.
In April 2020, Steris received emergency use authorization from the FDA for a N95 mask sterilization system to help address the shortage of personal protective equipment during the 2019-20 coronavirus pandemic.
In November 2020, Steris acquired Key Surgical, a leading global provider of sterile processing, operating room, and endoscopy products.
In June 2021, Steris acquired Cantel Medical Corporation a provider of infection prevention products and services to endoscopy, dental and dialysis.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
STE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$236.81
Capitalización Bursátil
$23.16B
P/E (TTM)
29.9
BPA (TTM)
$7.93
Ingresos (TTM)
$5.94B
Rendimiento div.
1.0%
ROE
11.3%
Deuda/Capital
0.3
Rango 52S
$195 – $269
STE 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
$5.94B
2017-03-31
→
2026-03-31
BPA
$7.93
2017-03-31
→
2026-03-31
Flujo de caja libre
$972M
2019-03-31
→
2026-03-31
Márgenes
13.2%
2019-03-31
→
2026-03-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
STE
Mediana de Pares
P/E (TTM)
29.9
26.5
P/S (TTM) (P/V (TTM))
3.9
2.9
P/B (P/C)
3.2
3.4
Price / FCF (Precio / FCF)
23.8
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
STE
Mediana de Pares
Gross Margin (Margen Bruto)
44.2%
44.1%
Operating Margin (Margen Operativo)
18.6%
—
Net Profit Margin (Margen de Beneficio Neto)
13.2%
12.1%
ROA
7.5%
5.0%
ROE
11.3%
9.5%
ROIC
9.1%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
STE
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.3
873.1
Current Ratio (Ratio corriente)
2.1
2.5
Quick Ratio (Ratio Rápido)
1.0
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
STE
Mediana de Pares
Revenue YoY (Ingresos interanuales)
8.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
9.4%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
13.8%
—
EPS YoY (EPS interanual)
27.9%
—
Net Income YoY (Beneficio Neto interanual)
27.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
STE
Mediana de Pares
Payout Ratio (Ratio de Pago)
30.9%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
1.0%
Ratio de Pago
30.9%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 8 de junio de 2026 | $0,6300 |
| 17 de febrero de 2026 | $0,6300 |
| 4 de septiembre de 2025 | $0,6300 |
| 10 de junio de 2025 | $0,5700 |
| 20 de febrero de 2025 | $0,5700 |
| 19 de noviembre de 2024 | $0,5700 |
| 5 de septiembre de 2024 | $0,5700 |
| 12 de junio de 2024 | $0,5200 |
| 22 de febrero de 2024 | $0,5200 |
| 20 de noviembre de 2023 | $0,5200 |
| 5 de septiembre de 2023 | $0,5200 |
| 13 de junio de 2023 | $0,4700 |
| 23 de febrero de 2023 | $0,4700 |
| 21 de noviembre de 2022 | $0,4700 |
| 6 de septiembre de 2022 | $0,4700 |
| 13 de junio de 2022 | $0,4300 |
| 24 de febrero de 2022 | $0,4300 |
| 22 de noviembre de 2021 | $0,4300 |
| 2 de septiembre de 2021 | $0,4300 |
| 27 de mayo de 2021 | $0,4000 |
STE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
16 analistas
- Compra fuerte 3 18,8%
- Compra 8 50,0%
- Mantener 5 31,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
8 analistas · 2026-08-14
Mediana
$269.50
Media
$263.12
Ahora
$236.81
Mín
$232.00
Máx
$280.00
Objetivo mediano
$269.50
+13,8%
Objetivo medio
$263.12
+11,1%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.04%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $2.59 | $2.53 | 0.06% |
| 31 de marzo de 2026 | $2.83 | $2.88 | -0.05% |
| 31 de diciembre de 2025 | $2.53 | $2.56 | -0.03% |
| 30 de septiembre de 2025 | $2.47 | $2.37 | 0.10% |
| 30 de junio de 2025 | $2.34 | $2.29 | 0.05% |
| 31 de marzo de 2025 | $2.74 | $2.62 | 0.12% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| STE | $21.63B | 27.9 | 8.7% | 13.2% | 11.3% | 44.2% |
| MDT | $106.66B | 22.3 | 8.4% | 13.2% | 9.8% | — |
| TRIB | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.94B | $5.46B | $5.14B | $4.54B | $4.22B | $3.11B | $3.03B | $2.78B | $2.62B | $2.61B | |
| Cost of Revenue | $3.31B | $3.06B | $2.92B | $2.56B | $2.34B | $1.76B | $1.71B | $1.61B | $1.53B | $1.59B | |
| Gross Profit | $2.63B | $2.40B | $2.22B | $1.98B | $1.88B | $1.34B | $1.32B | $1.17B | $1.09B | $1.03B | |
| R&D Expense | $113M | $108M | $104M | $98M | $87M | $66M | $66M | $63M | $61M | $59M | |
| SG&A Expense | $1.41B | $1.33B | $1.25B | $1.09B | $1.32B | $731M | $717M | $670M | $632M | $682M | |
| Operating Expenses | $1.52B | $1.54B | $1.38B | $1.19B | $1.41B | $795M | $783M | $764M | $693M | $800M | |
| Operating Income | $1.10B | $867M | $836M | $791M | $478M | $548M | $537M | $411M | $400M | $226M | |
| Interest Expense | · | · | $144M | $108M | $89M | $37M | $40M | $45M | $51M | $45M | |
| Other Non-op | $10M | $8M | $11M | $-3M | $6M | $6M | $2M | $3M | $6M | $3M | |
| Pretax Income | $1.05B | $796M | $703M | $680M | $367M | $518M | $499M | $369M | $355M | $185M | |
| Income Tax | $262M | $185M | $150M | $124M | $82M | $121M | $91M | $64M | $63M | $74M | |
| Net Income | $782M | $615M | $378M | $107M | $244M | $397M | $408M | $304M | $291M | $110M | |
| EPS (Basic) | $7.97 | $6.24 | $3.83 | $1.07 | $2.50 | $4.66 | $4.81 | $3.59 | $3.42 | $1.29 | |
| EPS (Diluted) | $7.93 | $6.20 | $3.81 | $1.07 | $2.48 | $4.63 | $4.76 | $3.55 | $3.39 | $1.28 | |
| Shares (Basic) | 98,200,000 | 98,600,000 | 98,800,000 | 99,706,000 | 97,535,000 | 85,203,000 | 84,778,000 | 84,577,000 | 85,028,000 | 85,473,000 | |
| Shares (Diluted) | 98,700,000 | 99,100,000 | 99,400,000 | 100,246,000 | 98,326,000 | 85,898,000 | 85,641,000 | 85,468,000 | 85,713,000 | 86,094,000 | |
| EBITDA | $1.59B | $1.34B | $1.40B | $821M | $979M | $768M | $734M | $637M | · | · |
Balance general 27
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $440M | $172M | $207M | $208M | $348M | $221M | $320M | $221M | $202M | $283M | |
| Receivables | $1.09B | $1.04B | $1.01B | $865M | $799M | $609M | $586M | $565M | $528M | · | |
| Inventory | $632M | $581M | $675M | $604M | $575M | $315M | $264M | $208M | $206M | · | |
| Current Assets | $2.39B | $2.00B | $2.87B | $2.01B | $1.88B | $1.21B | $1.22B | $1.05B | $990M | · | |
| PP&E (Net) | $2.16B | $1.96B | $1.77B | $1.63B | $1.55B | $1.24B | $1.11B | $1.03B | $1.01B | · | |
| PP&E (Gross) | $4.11B | $3.69B | $3.34B | $3.05B | $2.82B | $2.39B | $2.13B | $1.99B | $1.85B | · | |
| Accum. Depreciation | $1.94B | $1.73B | $1.57B | $1.41B | $1.27B | $1.15B | $1.02B | $956M | $841M | · | |
| Goodwill | $4.19B | $4.10B | $4.07B | $3.88B | $3.94B | $3.03B | $2.36B | $2.32B | $2.43B | $2.23B | |
| Intangibles | $1.62B | $1.85B | $2.12B | $2.08B | $3.33B | $898M | $565M | $605M | $727M | · | |
| Other Non-current Assets | $211M | $83M | $66M | $78M | $71M | $53M | $52M | $60M | $39M | · | |
| Total Assets | $10.74B | $10.15B | $11.06B | $10.82B | $11.42B | $6.57B | $5.44B | $5.07B | $5.20B | · | |
| Accounts Payable | $339M | $281M | $252M | $264M | $226M | $157M | $149M | $153M | $136M | · | |
| Accrued Liabilities | $402M | $368M | $320M | $298M | $307M | $221M | $192M | $188M | $168M | · | |
| Short-term Debt | $119M | $125M | $86M | $60M | $143M | $0 | $0 | · | · | · | |
| Current Liabilities | $1.15B | $1.02B | $931M | $862M | $922M | $578M | $504M | $465M | $398M | · | |
| Capital Leases | $120M | $125M | $146M | $140M | $155M | $130M | $114M | $0 | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | $151M | $160M | · | |
| Other Non-current Liabilities | $72M | $62M | $72M | $76M | $76M | $88M | $90M | $88M | $109M | · | |
| Total Liabilities | $3.54B | $3.53B | $4.75B | $4.73B | $4.88B | $2.68B | $2.02B | $1.89B | $1.98B | · | |
| Long-term Debt | $1.81B | $1.92B | $3.12B | $3.02B | $2.95B | $1.65B | $1.15B | $1.18B | $1.32B | · | |
| Total Debt | $1.93B | $2.04B | $3.21B | $3.08B | $3.09B | $1.65B | $1.15B | $1.18B | · | · | |
| Common Stock | $4.28B | $4.42B | $4.54B | $4.49B | $4.74B | $2.00B | $1.98B | $2.00B | $2.05B | · | |
| Retained Earnings | $3.02B | $2.48B | $2.09B | $1.91B | $2.00B | $1.94B | $1.66B | $1.34B | $1.15B | · | |
| AOCI | $-113M | $-292M | $-329M | $-321M | $-210M | $-61M | $-235M | $-160M | $12M | $-241M | |
| Stockholders' Equity | $7.18B | $6.60B | $6.30B | $6.08B | $6.53B | $3.88B | $3.41B | $3.18B | $3.21B | · | |
| Liabilities + Equity | $10.74B | $10.15B | $11.06B | $10.82B | $11.42B | $6.57B | $5.44B | $5.07B | $5.20B | · | |
| Shares Outstanding | 97,800,000 | 98,300,000 | 98,900,000 | 98,600,000 | 100,067,000 | 85,353,000 | 84,924,000 | 84,517,000 | 84,747,000 | · |
Flujo de Efectivo 18
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $486M | $476M | $565M | $553M | $553M | $219M | $197M | $226M | $178M | $188M | |
| Stock-based Comp | $62M | $57M | $56M | $39M | $58M | $26M | $24M | $24M | $22M | $19M | |
| Deferred Tax | $-17M | $-76M | $-131M | $-186M | $-107M | $4M | $9M | $-7M | $-25M | $31M | |
| Amort. of Intangibles | $268M | $276M | $268M | $260M | $265M | $87M | $75M | $99M | $70M | $69M | |
| Restructuring | $3M | $62M | $44M | $485.0K | $48.0K | $-3M | $3M | $41M | $103.0K | $215.0K | |
| Other Non-cash | $28M | $76M | $105M | $244M | $-63M | $43M | $-48M | $-8M | · | · | |
| Operating Cash Flow | $1.34B | $1.15B | $973M | $757M | $685M | $690M | $591M | $540M | $458M | $424M | |
| CapEx | $369M | $370M | $360M | $362M | $288M | $239M | $215M | $190M | $165M | $173M | |
| Investing Cash Flow | $-512M | $389M | $-887M | $-383M | $-667M | $-1.15B | $-320M | $-213M | $-204M | $-104M | |
| Net Debt Issued | · | · | · | · | · | $-35M | $0 | $-85M | · | · | |
| Stock Repurchased | $236M | $211M | $12M | $309M | $56M | $15M | $51M | $81M | $65M | $98M | |
| Net Stock Activity | $-236M | $-211M | $-12M | $-309M | $-56M | $-15M | $-51M | $-81M | · | · | |
| Dividends Paid | $242M | $220M | $201M | $183M | $163M | $134M | $123M | $113M | $103M | $93M | |
| Financing Cash Flow | $-568M | $-1.57B | $-85M | $-499M | $116M | $346M | $-163M | $-295M | $-356M | $-267M | |
| Net Change in Cash | $268M | $-35M | $-1M | $-140M | $128M | $-99M | $99M | $19M | $-81M | $34M | |
| Taxes Paid | $289M | $274M | $271M | $255M | $138M | $110M | $92M | $65M | $86M | $78M | |
| Free Cash Flow | $972M | $778M | $613M | $395M | $397M | $450M | $376M | $350M | · | · | |
| Levered FCF | · | · | $499M | $322M | $328M | $422M | $343M | $313M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.2% | 44.0% | 43.2% | 43.6% | 44.0% | 43.2% | 43.5% | 42.2% | · | · | |
| Operating Margin | 18.6% | 15.9% | 16.3% | 5.4% | 9.3% | 17.6% | 17.7% | 14.8% | · | · | |
| Net Margin | 13.2% | 11.3% | 7.4% | 2.2% | 5.3% | 12.8% | 13.5% | 10.9% | · | · | |
| Pretax Margin | 17.6% | 14.6% | 13.7% | 3.2% | 6.9% | 16.7% | 16.4% | 13.3% | · | · | |
| EBITDA Margin | 26.8% | 24.6% | 27.3% | 16.6% | 21.3% | 24.7% | 24.2% | 22.9% | · | · | |
| ROA | 7.5% | 5.8% | 3.5% | 0.96% | 2.7% | 6.6% | 7.8% | 5.9% | · | · | |
| ROE | 11.3% | 9.5% | 6.1% | 1.7% | 4.7% | 10.9% | 12.4% | 9.5% | · | · | |
| ROIC | 9.1% | 7.7% | 6.9% | 2.0% | 3.4% | 7.6% | 9.7% | 7.8% | · | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 2.0 | 3.1 | 2.3 | 2.0 | 2.1 | 2.4 | 2.3 | · | · | |
| Quick Ratio | 1.0 | 1.0 | 1.1 | 1.1 | 0.9 | 1.4 | 1.8 | 1.7 | · | · | |
| Debt / Equity | 0.3 | 0.3 | 0.5 | 0.5 | 0.5 | 0.4 | 0.3 | 0.4 | · | · | |
| LT Debt / Equity | 0.3 | 0.3 | 0.5 | 0.5 | 0.5 | 0.4 | 0.3 | 0.4 | · | · | |
| Interest Coverage | · | · | 5.8 | 2.5 | 4.8 | 14.7 | 13.3 | 9.1 | · | · |
Eficiencia 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | 0.5 | 0.4 | 0.5 | 0.5 | 0.6 | 0.5 | · | · | |
| Inventory Turnover | 5.5 | 4.9 | 4.6 | 4.4 | 5.8 | 6.1 | 7.5 | 7.8 | · | · | |
| Receivables Turnover | 5.6 | 5.3 | 5.5 | 5.7 | 6.5 | 5.2 | 5.3 | 5.1 | · | · |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.7% | 6.2% | 13.3% | 7.4% | 35.9% | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.4% | 8.9% | 18.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 13.8% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 27.9% | 62.7% | 256.1% | -56.9% | -46.4% | · | · | · | · | · | |
| EPS CAGR 3Y | 95.0% | 35.7% | -6.3% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.4% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 27.3% | 62.5% | 253.4% | -56.1% | -38.6% | · | · | · | · | · | |
| Net Income CAGR 3Y | 94.1% | 36.1% | -1.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.5% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 12.6% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.94B | $5.46B | $5.14B | $4.54B | $4.22B | $3.11B | $3.03B | $2.78B | · | · | |
| Net Income TTM | $782M | $615M | $378M | $107M | $244M | $397M | $408M | $304M | · | · | |
| Market Cap | $21.63B | $22.28B | $22.23B | $18.87B | $24.19B | $16.26B | $11.89B | $10.82B | · | · | |
| Enterprise Value | · | · | · | · | · | $17.69B | $12.72B | $11.78B | · | · | |
| P/E | 27.9 | 36.6 | 59.0 | 178.8 | 97.5 | 41.1 | 29.4 | 36.1 | · | · | |
| P/S | 3.6 | 4.1 | 4.3 | 4.2 | 5.7 | 5.2 | 3.9 | 3.9 | · | · | |
| P/B | 3.0 | 3.4 | 3.5 | 3.1 | 3.7 | 4.2 | 3.5 | 3.4 | · | · | |
| P / Tangible Book | 15.8 | 34.1 | 198.2 | 155.6 | · | · | · | · | · | · | |
| P / Cash Flow | 16.1 | 19.4 | 22.8 | 24.9 | 35.3 | 23.6 | 20.1 | 20.1 | · | · | |
| P / FCF | 22.2 | 28.6 | 36.3 | 47.8 | 60.9 | 36.1 | 31.6 | 30.9 | · | · | |
| EV / EBITDA | · | · | · | · | · | 23.0 | 17.3 | 18.5 | · | · | |
| EV / FCF | · | · | · | · | · | 39.3 | 33.8 | 33.7 | · | · | |
| EV / Revenue | · | · | · | · | · | 5.7 | 4.2 | 4.2 | · | · | |
| Dividend Yield | 1.1% | 0.99% | 0.90% | 0.97% | 0.67% | 0.82% | 1.0% | 1.0% | · | · | |
| Earnings Yield | 3.6% | 2.7% | 1.7% | 0.56% | 1.0% | 2.4% | 3.4% | 2.8% | · | · | |
| Payout Ratio | 30.9% | 35.8% | 53.0% | 171.4% | 66.9% | 33.7% | 30.2% | 37.0% | · | · | |
| Annual Payout | $242M | $220M | $201M | $183M | $163M | $134M | $123M | $113M | · | · |
Estado de resultados 17
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.49B | $1.59B | $1.50B | $1.46B | $1.39B | $1.48B | $1.37B | $1.33B | $1.28B | $1.42B | $1.30B | $1.24B | $1.18B | $963M | $1.11B | $1.09B | |
| Cost of Revenue | $809M | $891M | $841M | $814M | $763M | $839M | $760M | $750M | $707M | $836M | $738M | $692M | $654M | $554M | $634M | $609M | |
| Gross Profit | $684M | $697M | $656M | $646M | $628M | $641M | $610M | $579M | $572M | $583M | $560M | $546M | $529M | $409M | $478M | $482M | |
| R&D Expense | $29M | $29M | $30M | $28M | $26M | $28M | $27M | $27M | $26M | $27M | $25M | $26M | $25M | $23M | $26M | $25M | |
| SG&A Expense | $370M | $352M | $352M | $350M | $354M | $334M | $336M | $329M | $336M | $309M | $308M | $328M | $307M | $128M | $305M | $323M | |
| Operating Expenses | $398M | $380M | $382M | $380M | $382M | $425M | $365M | $359M | $387M | $363M | $334M | $355M | $331M | $-339M | $331M | $839M | |
| Operating Income | $286M | $317M | $273M | $266M | $246M | $216M | $245M | $220M | $186M | $220M | $226M | $192M | $198M | $748M | $191M | $-306M | |
| Interest Expense | · | · | · | · | · | · | · | · | $30M | · | $39M | $37M | $32M | · | $29M | $26M | |
| Other Non-op | $3M | $3M | $3M | $2M | $2M | $4M | $2M | $1M | $1M | $6M | $2M | $1M | $1M | $321.0K | $-2M | $-524.0K | |
| Pretax Income | $274M | $304M | $258M | $253M | $232M | $197M | $229M | $195M | $175M | $191M | $190M | $156M | $167M | $718M | $172M | $159M | |
| Income Tax | $72M | $84M | $64M | $61M | $54M | $50M | $55M | $44M | $35M | $37M | $41M | $35M | $36M | $81M | $41M | $35M | |
| Net Income | $200M | $220M | $193M | $192M | $177M | $146M | $174M | $150M | $145M | $-1M | $141M | $115M | $124M | $187M | $124M | $-315M | |
| EPS (Basic) | · | $2.26 | $1.96 | $1.95 | $1.80 | $1.49 | $1.76 | $1.52 | $1.47 | $-0.01 | $1.42 | $1.17 | $1.25 | $1.87 | $1.24 | $-3.15 | |
| EPS (Diluted) | · | $2.24 | $1.96 | $1.94 | $1.79 | $1.48 | $1.75 | $1.51 | $1.46 | $-0.02 | $1.42 | $1.16 | $1.25 | $1.88 | $1.24 | $-3.15 | |
| Shares (Basic) | 97,600,000 | -196,800,000 | 98,200,000 | 98,400,000 | 98,400,000 | -197,500,000 | 98,500,000 | 98,700,000 | 98,900,000 | -197,495,000 | 98,802,000 | 98,785,000 | 98,708,000 | -200,061,000 | 99,716,000 | 99,969,000 | |
| Shares (Diluted) | 97,900,000 | -197,500,000 | 98,600,000 | 98,800,000 | 98,800,000 | -198,400,000 | 98,900,000 | 99,200,000 | 99,400,000 | -198,599,000 | 99,354,000 | 99,406,000 | 99,239,000 | -200,611,000 | 100,166,000 | 99,969,000 | |
| EBITDA | $410M | · | $273M | $266M | $365M | · | $245M | $220M | $298M | · | $216M | $186M | $327M | · | $191M | $-306M |
Balance general 26
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $482M | · | $424M | $319M | $280M | · | $155M | $172M | $198M | · | $196M | $214M | $209M | · | $259M | $258M | |
| Receivables | $1.01B | $1.09B | $991M | $947M | $947M | $1.04B | $915M | $923M | $893M | $1.01B | $964M | $940M | $888M | · | $823M | $780M | |
| Inventory | $712M | $632M | $674M | $658M | $641M | $581M | $650M | $689M | $699M | $675M | $856M | $821M | $769M | · | $694M | $645M | |
| Current Assets | $2.45B | $2.39B | $2.29B | $2.11B | $2.06B | $2.00B | $1.90B | $1.94B | $1.94B | $2.87B | $2.22B | $2.17B | $2.03B | · | $1.98B | $1.89B | |
| PP&E (Net) | $2.17B | $2.16B | $2.13B | $2.09B | $2.05B | $1.96B | $1.92B | $1.93B | $1.83B | $1.77B | $1.84B | $1.74B | $1.73B | · | $1.67B | $1.57B | |
| PP&E (Gross) | $4.17B | $4.11B | $4.05B | $3.96B | $3.87B | $3.69B | $3.61B | $3.60B | $3.44B | $3.34B | $3.41B | $3.25B | $3.20B | · | $3.06B | $2.90B | |
| Accum. Depreciation | $2.00B | $1.94B | $1.92B | $1.86B | $1.82B | $1.73B | $1.68B | $1.67B | $1.61B | $1.57B | $1.56B | $1.51B | $1.48B | · | $1.38B | $1.32B | |
| Goodwill | $4.19B | $4.19B | $4.23B | $4.22B | $4.22B | $4.10B | $4.04B | $4.15B | $4.06B | $4.07B | $4.11B | $4.04B | $3.89B | $3.88B | $3.85B | $3.71B | |
| Intangibles | $1.56B | $1.62B | $1.69B | $1.75B | $1.82B | $1.85B | $1.92B | $2.00B | $2.05B | $2.12B | $2.99B | $3.06B | $2.87B | · | $3.03B | $3.08B | |
| Other Non-current Assets | $215M | $211M | $94M | $88M | $89M | $83M | $68M | $60M | $63M | $66M | $77M | $73M | $80M | · | $80M | $72M | |
| Total Assets | $10.74B | $10.74B | $10.59B | $10.41B | $10.40B | $10.15B | $10.01B | $10.24B | $10.11B | $11.06B | $11.44B | $11.28B | $10.78B | · | $10.80B | $10.49B | |
| Accounts Payable | $344M | $339M | $285M | $309M | $301M | $281M | $238M | $235M | $232M | $252M | $277M | $294M | $261M | · | $242M | $233M | |
| Accrued Liabilities | $420M | $402M | $405M | $360M | $371M | $368M | $335M | $307M | $287M | $320M | $318M | $307M | $333M | · | $303M | $304M | |
| Short-term Debt | $243M | $119M | $0 | $0 | $0 | $125M | $125M | $80M | $80M | $86M | $78M | $71M | $63M | · | $60M | $151M | |
| Current Liabilities | $1.28B | $1.15B | $922M | $889M | $927M | $1.02B | $891M | $805M | $834M | $931M | $914M | $873M | $887M | · | $796M | $873M | |
| Capital Leases | · | $120M | · | · | · | $125M | · | · | · | $146M | · | · | · | · | · | · | |
| Other Non-current Liabilities | $75M | $72M | $67M | $64M | $64M | $62M | $73M | $74M | $72M | $72M | $78M | $77M | $77M | · | $73M | $76M | |
| Total Liabilities | $3.51B | $3.54B | $3.42B | $3.39B | $3.44B | $3.53B | $3.58B | $3.63B | $3.74B | $4.75B | $5.01B | $5.09B | $4.61B | · | $4.75B | $4.68B | |
| Long-term Debt | $1.65B | $1.81B | $1.90B | $1.90B | $1.90B | $1.92B | $2.04B | $2.16B | $2.24B | $3.12B | $3.23B | $3.37B | $2.86B | · | $3.00B | $2.87B | |
| Total Debt | $1.89B | · | $1.90B | $1.90B | $1.90B | · | $2.16B | $2.24B | $2.32B | · | $3.31B | $3.44B | $2.92B | · | $3.06B | $3.02B | |
| Common Stock | $4.18B | $4.28B | $4.34B | $4.36B | $4.43B | $4.42B | $4.40B | $4.49B | $4.50B | $4.54B | $4.53B | $4.52B | $4.50B | · | $4.63B | $4.71B | |
| Retained Earnings | $3.15B | $3.02B | $2.86B | $2.73B | $2.60B | $2.48B | $2.39B | $2.27B | $2.18B | $2.09B | $2.13B | $2.05B | $1.98B | · | $1.77B | $1.70B | |
| AOCI | $-127M | $-113M | $-43M | $-76M | $-70M | $-292M | $-374M | $-166M | $-323M | $-329M | $-253M | $-387M | $-311M | $-321M | $-364M | $-598M | |
| Stockholders' Equity | $7.21B | $7.18B | $7.15B | $7.01B | $6.96B | $6.60B | $6.42B | $6.59B | $6.35B | $6.30B | $6.42B | $6.18B | $6.17B | · | $6.04B | $5.80B | |
| Liabilities + Equity | $10.74B | $10.74B | $10.59B | $10.41B | $10.40B | $10.15B | $10.01B | $10.24B | $10.11B | $11.06B | $11.44B | $11.28B | $10.78B | · | $10.80B | $10.49B | |
| Shares Outstanding | 97,500,000 | 97,800,000 | 98,100,000 | 98,100,000 | 98,500,000 | 98,300,000 | 98,245,000 | 98,708,000 | 98,799,000 | 98,900,000 | 98,808,000 | 98,789,000 | 98,781,000 | 98,629,000 | 99,401,000 | 99,868,000 |
Flujo de Efectivo 15
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $124M | $123M | $122M | $122M | $119M | $122M | $126M | $115M | $113M | $134M | $141M | $152M | $138M | $142M | $138M | $134M | |
| Stock-based Comp | $13M | $13M | $16M | $21M | $12M | $10M | $15M | $21M | $12M | $9M | $15M | $21M | $12M | $9M | $9M | $12M | |
| Deferred Tax | $600.0K | $-17M | $-100.0K | $-100.0K | $0 | $-53M | $-2M | $21.0K | $-22M | $-131M | $808.0K | $-869.0K | $-445.0K | $-123M | $101.0K | $-68M | |
| Restructuring | · | $300.0K | $100.0K | $1M | $2M | $29M | $2M | $3M | $28M | $44M | $6.0K | $-23.0K | $19.0K | $359.0K | $38.0K | $62.0K | |
| Other Non-cash | $30M | · | · | · | $111M | · | · | · | $56M | · | · | · | $9M | · | · | · | |
| Operating Cash Flow | $367M | $335M | $298M | $288M | $420M | $261M | $333M | $251M | $304M | $255M | $291M | $146M | $281M | $216M | $206M | $104M | |
| CapEx | $88M | $90M | $99M | $86M | $94M | $71M | $89M | $102M | $108M | $91M | $119M | $83M | $67M | $71M | $92M | $83M | |
| Investing Cash Flow | $-108M | $-217M | $-98M | $-88M | $-108M | $-70M | $-124M | $-105M | $688M | $-96M | $-119M | $-606M | $-67M | $-78M | $-98M | $-98M | |
| Stock Repurchased | $116M | $74M | $50M | $100M | $11M | $200.0K | $100M | $46M | $64M | $359.0K | $2M | $489.0K | $9M | $155M | $84M | $45M | |
| Net Stock Activity | $-116M | · | · | · | $-11M | · | · | $-46M | $-64M | · | $-2M | $-489.0K | $-9M | · | $-84M | $-45M | |
| Dividends Paid | $61M | $62M | $62M | $62M | $56M | $56M | $56M | $56M | $51M | $51M | $51M | $51M | $46M | $47M | $47M | $47M | |
| Financing Cash Flow | $-214M | $-98M | $-98M | $-159M | $-213M | $-178M | $-214M | $-181M | $-999M | $-144M | $-198M | $470M | $-214M | $-192M | $-120M | $-45M | |
| Net Change in Cash | $43M | $16M | $104M | $40M | $108M | $16M | $-17M | $-26M | $-9M | $11M | $-18M | $5M | $257.0K | $-51M | $1M | $-58M | |
| Free Cash Flow | $280M | · | · | · | $326M | · | · | · | $196M | · | · | · | $215M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $171M | · | · | · | $189M | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 45.8% | · | 43.8% | 44.2% | 45.1% | · | 44.5% | 43.5% | 44.7% | · | 43.2% | 44.2% | 44.6% | · | 42.9% | 44.3% | |
| Operating Margin | 19.1% | · | 18.3% | 18.2% | 17.7% | · | 17.9% | 16.5% | 14.5% | · | 15.5% | 13.9% | 14.7% | · | 15.7% | -25.5% | |
| Net Margin | 13.4% | · | 12.9% | 13.1% | 12.8% | · | 12.7% | 11.3% | 11.4% | · | 10.1% | 8.6% | 9.6% | · | 10.2% | -26.3% | |
| Pretax Margin | 18.3% | · | 17.2% | 17.3% | 16.7% | · | 16.7% | 14.7% | 13.7% | · | 12.8% | 11.2% | 12.3% | · | 13.2% | -27.7% | |
| EBITDA Margin | 27.4% | · | 18.3% | 18.2% | 26.3% | · | 17.9% | 16.5% | 23.3% | · | 15.5% | 13.9% | 25.4% | · | 15.7% | -25.5% | |
| ROA | 1.9% | · | 1.9% | 1.9% | 1.7% | · | 1.6% | 1.4% | 1.4% | · | 1.3% | 1.1% | 1.1% | · | 1.1% | -2.8% | |
| ROE | 2.8% | · | 2.8% | 2.8% | 2.7% | · | 2.7% | 2.4% | 2.3% | · | 2.3% | 1.9% | 2.0% | · | 2.0% | -5.1% | |
| ROIC | 2.3% | · | 2.3% | 2.3% | 2.1% | · | 2.2% | 1.9% | 1.7% | · | 1.8% | 1.5% | 1.6% | · | 1.6% | -3.3% |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | · | 2.5 | 2.4 | 2.2 | · | 2.1 | 2.4 | 2.3 | · | 2.4 | 2.5 | 2.3 | · | 2.5 | 2.2 | |
| Quick Ratio | 1.2 | · | 1.5 | 1.4 | 1.3 | · | 1.2 | 1.4 | 1.3 | · | 1.3 | 1.3 | 1.2 | · | 1.4 | 1.2 | |
| Debt / Equity | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.5 | 0.6 | 0.5 | · | 0.5 | 0.5 | |
| LT Debt / Equity | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 6.1 | · | 5.5 | 5.0 | 5.8 | · | 6.7 | -11.7 |
Eficiencia 3
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Inventory Turnover | 1.2 | · | 1.3 | 1.2 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.1 | 1.1 | |
| Receivables Turnover | 1.5 | · | 1.6 | 1.6 | 1.5 | · | 1.5 | 1.4 | 1.4 | · | 1.6 | 1.6 | 1.6 | · | 1.5 | 1.6 |
Valoración (TTM) 15
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.84B | · | $5.72B | $5.55B | $5.37B | · | $5.40B | $5.33B | $5.23B | · | $5.00B | $4.82B | $4.67B | · | $4.47B | $4.56B | |
| Net Income TTM | $762M | · | $736M | $693M | $646M | · | $468M | $435M | $400M | · | $567M | $550M | $119M | · | $-28M | $-8M | |
| Market Cap | $20.53B | · | $24.87B | $24.27B | $23.66B | · | $20.20B | $23.94B | $21.69B | · | $21.72B | $21.68B | $22.22B | · | $18.36B | $16.61B | |
| Enterprise Value | $21.94B | · | $26.35B | $25.85B | $25.29B | · | $22.20B | $26.00B | $23.81B | · | $24.84B | $24.90B | $24.94B | · | $21.16B | $19.37B | |
| P/E | 28.3 | · | 34.1 | 35.4 | 36.9 | · | 43.6 | 55.4 | 54.5 | · | 38.5 | 39.7 | 184.4 | · | -636.9 | -1511.6 | |
| P/S | 3.5 | · | 4.3 | 4.4 | 4.4 | · | 3.7 | 4.5 | 4.1 | · | 4.3 | 4.5 | 4.8 | · | 4.1 | 3.6 | |
| P/B | 2.8 | · | 3.5 | 3.5 | 3.4 | · | 3.1 | 3.6 | 3.4 | · | 3.4 | 3.5 | 3.6 | · | 3.0 | 2.9 | |
| P / Tangible Book | 14.1 | · | 20.2 | 23.2 | 25.8 | · | 45.0 | 54.6 | 87.2 | · | · | · | · | · | · | · | |
| P / Cash Flow | 55.9 | · | · | · | 56.3 | · | · | · | 71.4 | · | · | · | 79.1 | · | · | · | |
| P / FCF | 73.4 | · | · | · | 72.5 | · | · | · | 110.9 | · | · | · | 103.6 | · | · | · | |
| EV / EBITDA | 53.6 | · | 96.4 | 97.3 | 69.2 | · | 90.5 | 118.4 | 79.8 | · | 114.9 | 134.0 | 76.3 | · | 110.9 | -63.2 | |
| EV / FCF | 78.5 | · | · | · | 77.5 | · | · | · | 121.7 | · | · | · | 116.2 | · | · | · | |
| EV / Revenue | 3.8 | · | 4.6 | 4.7 | 4.7 | · | 4.1 | 4.9 | 4.5 | · | 5.0 | 5.2 | 5.3 | · | 4.7 | 4.2 | |
| Earnings Yield | 3.5% | · | 2.9% | 2.8% | 2.7% | · | 2.3% | 1.8% | 1.8% | · | 2.6% | 2.5% | 0.54% | · | -0.16% | -0.07% | |
| Payout Ratio | 30.7% | · | · | · | 31.7% | · | · | · | 35.4% | · | · | · | 37.6% | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Ingresos | $5.94B | $5.46B | $5.14B | $4.54B | $4.22B |
| Margen Bruto % | 44.2% | 44.0% | 43.2% | 43.6% | 44.0% |
| Margen Operativo % | 18.6% | 15.9% | 16.3% | 5.4% | 9.3% |
| Beneficio neto | $782M | $615M | $378M | $107M | $244M |
| EPS Diluido | $7.93 | $6.20 | $3.81 | $1.07 | $2.48 |
Balance general
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.3 | 0.3 | 0.5 | 0.5 | 0.5 |
| Ratio corriente | 2.1 | 2.0 | 3.1 | 2.3 | 2.0 |
| Ratio Rápido | 1.0 | 1.0 | 1.1 | 1.1 | 0.9 |
Flujo de Efectivo
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $972M | $778M | $613M | $395M | $397M |
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Propietarios institucionales (13F) 894 declarantes · $11.9B 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 |
|---|---|---|---|---|
| 104 (+7 vs trimestre anterior) | 95 (-26 vs trimestre anterior) | 285 (+24 vs trimestre anterior) | 292 (-47 vs trimestre anterior) | +17.3M |
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 | $1 349 102 196 | 6 406 906 | 11,34% | Acciones |
| STATE STREET CORP | $1 068 232 039 | 5 072 818 | 8,98% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 053 260 612 | 5 001 950 | 8,85% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $649 054 651 | 3 082 370 | 5,45% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $480 951 904 | 2 294 484 | 4,04% | Acciones |
| GENERATION INVESTMENT MANAGEMENT LLP | $480 246 578 | 2 280 698 | 4,03% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $463 300 325 | 2 200 220 | 3,89% | Acciones |
| Select Equity Group, L.P. | $398 955 608 | 1 894 646 | 3,35% | Acciones |
| Boston Partners | $286 745 448 | 1 361 795 | 2,41% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $256 445 622 | 1 217 864 | 2,15% | Acciones |
| NORGES BANK | $251 035 869 | 1 192 173 | 2,11% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $200 817 569 | 953 685 | 1,69% | Acciones |
| GOLDMAN SACHS GROUP INC | $180 188 960 | 855 720 | 1,51% | Acciones |
| VANGUARD GROUP INC | $139 288 198 | 549 417 | 1,17% | Acciones |
| Findlay Park Partners LLP | $138 494 626 | 657 713 | 1,16% | Acciones |
| LONDON CO OF VIRGINIA | $135 103 429 | 641 604 | 1,14% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $115 966 163 | 550 725 | 0,97% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $112 852 811 | 510 346 | 0,95% | Acciones |
| D. E. Shaw & Co., Inc. | $107 308 578 | 509 610 | 0,90% | Acciones |
| LOCUST WOOD CAPITAL ADVISERS, LLC | $95 991 742 | 455 866 | 0,81% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $89 099 538 | 423 135 | 0,75% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $87 947 244 | 417 663 | 0,74% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $78 455 434 | 372 586 | 0,66% | Acciones |
| Fenimore Asset Management Inc | $74 796 972 | 355 212 | 0,63% | Acciones |
| BANK OF AMERICA CORP /DE/ | $70 284 896 | 333 784 | 0,59% | Acciones |
| Williams Jones Wealth Management, LLC. | $70 088 652 | 332 852 | 0,59% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $66 103 000 | 313 924 | 0,56% | Acciones |
| Life Cycle Investment Partners Ltd | $63 595 720 | 302 017 | 0,53% | Acciones |
| Gotham Asset Management, LLC | $62 307 242 | 295 898 | 0,52% | Acciones |
| Swiss National Bank | $58 235 239 | 276 560 | 0,49% | Acciones |
| Legal & General Group Plc | $58 117 740 | 276 002 | 0,49% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $56 816 208 | 269 821 | 0,48% | Acciones |
| DIKER MANAGEMENT LLC | $54 241 000 | 257 593 | 0,46% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $53 078 340 | 252 070 | 0,45% | Acciones |
| Pictet Asset Management Holding SA | $50 845 496 | 241 466 | 0,43% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $48 248 536 | 229 133 | 0,41% | Acciones |
| BlackRock, Inc. | $47 960 687 | 227 766 | 0,40% | Acciones |
| CITADEL ADVISORS LLC | $47 328 977 | 224 766 | 0,40% | Acciones |
| Quantinno Capital Management LP | $46 722 825 | 221 887 | 0,39% | Acciones |
| RHUMBLINE ADVISERS | $45 807 492 | 217 541 | 0,38% | Acciones |
| Swedbank AB | $45 746 754 | 217 252 | 0,38% | Acciones |
| Clearbridge Investments, LLC | $44 634 318 | 211 969 | 0,38% | Acciones |
| Vanguard Global Advisers, LLC | $44 613 255 | 211 869 | 0,37% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $44 118 335 | 209 519 | 0,37% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $43 833 725 | 208 167 | 0,37% | Acciones |
| EVENTIDE ASSET MANAGEMENT, LLC | $42 082 277 | 199 560 | 0,35% | Acciones |
| BOSTON FINANCIAL MANGEMENT LLC | $40 999 663 | 199 454 | 0,34% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $40 282 041 | 191 300 | 0,34% | Acciones |
| Qube Research & Technologies Ltd | $39 591 371 | 188 020 | 0,33% | Acciones |
| PFA Pension, Forsikringsaktieselskab | $39 185 704 | 186 093 | 0,33% | Acciones |
| SNYDER CAPITAL MANAGEMENT L P | $39 126 222 | 185 811 | 0,33% | Acciones |
| Sustainable Growth Advisers, LP | $38 520 412 | 182 934 | 0,32% | Acciones |
| Boston Trust Walden Corp | $38 324 582 | 182 004 | 0,32% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $37 830 036 | 171 076 | 0,32% | Acciones |
| California Public Employees Retirement System | $37 263 309 | 176 964 | 0,31% | Acciones |
| FIL Ltd | $36 125 810 | 171 562 | 0,30% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $36 000 425 | 170 967 | 0,30% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $35 680 917 | 165 442 | 0,30% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $34 667 192 | 164 635 | 0,29% | Acciones |
| HSBC HOLDINGS PLC | $33 968 521 | 161 317 | 0,29% | Acciones |
| SEB Asset Management AB | $29 436 823 | 139 796 | 0,25% | Acciones |
| Thematics Asset Management | $28 390 276 | 114 736 | 0,24% | Acciones |
| Coho Partners, Ltd. | $26 442 589 | 106 865 | 0,22% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $26 214 912 | 124 495 | 0,22% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $24 407 800 | 115 913 | 0,21% | Acciones |
| BENJAMIN EDWARDS INC | $23 591 496 | 112 014 | 0,20% | Acciones |
| Champlain Investment Partners, LLC | $23 000 561 | 109 230 | 0,19% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $22 902 857 | 108 766 | 0,19% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $22 786 422 | 74 970 | 0,19% | Acciones |
| Norinchukin Bank, The | $21 447 186 | 101 853 | 0,18% | Acciones |
| Bellevue Group AG | $21 031 100 | 99 877 | 0,18% | Acciones |
| BARCLAYS PLC | $20 880 333 | 99 161 | 0,18% | Acciones |
| Asset Management One Co., Ltd. | $20 870 335 | 94 394 | 0,18% | Acciones |
| Eurizon Capital SGR S.p.A. | $20 735 895 | 98 464 | 0,17% | Acciones |
| Rathbones Group PLC | $20 637 333 | 98 007 | 0,17% | Acciones |
| VILLERE ST DENIS J & CO LLC | $20 635 017 | 97 996 | 0,17% | Acciones |
| DEARBORN PARTNERS LLC | $19 908 457 | 94 546 | 0,17% | Acciones |
| AVIVA PLC | $19 756 309 | 93 823 | 0,17% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $19 437 615 | 92 310 | 0,16% | Acciones |
| ROYAL BANK OF CANADA | $19 317 000 | 91 739 | 0,16% | Acciones |
| Foresight Group Ltd Liability Partnership | $18 809 622 | 89 732 | 0,16% | Acciones |
| Foster Victor Wealth Advisors, LLC | $18 687 169 | 89 528 | 0,16% | Acciones |
| STRS OHIO | $18 415 610 | 87 456 | 0,15% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $18 400 870 | 87 386 | 0,15% | Acciones |
| Baird Financial Group, Inc. | $17 982 467 | 85 399 | 0,15% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $17 875 077 | 84 889 | 0,15% | Acciones |
| Trexquant Investment LP | $17 838 648 | 84 716 | 0,15% | Acciones |
| SPEECE THORSON CAPITAL GROUP INC | $17 792 000 | 84 495 | 0,15% | Acciones |
| GDS Wealth Management | $17 655 491 | 83 846 | 0,15% | Acciones |
| Cerity Partners LLC | $17 047 556 | 80 959 | 0,14% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $16 788 746 | 79 730 | 0,14% | Acciones |
| Addenda Capital Inc. | $16 444 043 | 78 093 | 0,14% | Acciones |
| NICHOLAS COMPANY, INC. | $16 425 513 | 78 005 | 0,14% | Acciones |
| APG Asset Management N.V. | $16 266 915 | 88 322 | 0,14% | Acciones |
| Copeland Capital Management, LLC | $16 262 620 | 77 231 | 0,14% | Acciones |
| Assenagon Asset Management S.A. | $16 095 971 | 76 440 | 0,14% | Acciones |
| UBS Group AG | $15 998 266 | 75 976 | 0,13% | Acciones |
| GHP Investment Advisors, Inc. | $15 393 129 | 69 611 | 0,13% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $15 360 450 | 72 947 | 0,13% | Acciones |
| Congress Wealth Management LLC / DE / | $15 239 267 | 63 437 | 0,13% | Acciones |
Informantes de la empresa 31 insiders · 16 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Daniel A Carestio | President and CEO | 4 de junio de 2026 F | 63 647 | 0 | 1 | $-655 511 |
| Walter M Rosebrough Jr | President & CEO | 9 de noviembre de 2020 S | 51 405 | 0 | 0 | $0 |
| Karen L Burton | Sr. Vice Pres., CFO | 4 de junio de 2026 F | 13 184 | 0 | 0 | $0 |
| Michael J Tokich | Sr. Vice Pres., CFO | 31 de mayo de 2023 A | 42 464 | 0 | 0 | $0 |
| John Adam Zangerle | Sr. VP, Gen Counsel, and Sec. | 15 de junio de 2026 S | 35 259 | 0 | 1 | $-296 968 |
| Kenneth E Kohler | SVP & GM, AST | 4 de junio de 2026 F | 11 332 | 0 | 0 | $0 |
| Julia Madsen | Sr. VP and GM, Life Sciences | 4 de junio de 2026 F | 12 257 | 0 | 0 | $0 |
| Mary Clare Fraser | SVP & Chief HRO | 4 de junio de 2026 F | 13 716 | 0 | 0 | $0 |
| Renato Tamaro | V.P. & Corporate Treasurer | 4 de junio de 2026 F | 6 194 | 0 | 0 | $0 |
| Lindsey Mcgowan | VP, Chf. Comp. & Quality Offc. | 2 de junio de 2026 F | 5 656 | 0 | 0 | $0 |
| Cary L Majors | SVP and President, Healthcare | 2 de junio de 2026 F | 17 338 | 0 | 0 | $0 |
| Andrew Xilas | SVP and GM, Dental | 4 de diciembre de 2023 M | 6 471 | 0 | 0 | $0 |
| Kathleen Bardwell | Sr.V. P. & C.C.O. | 28 de junio de 2019 M | 17 428 | 0 | 0 | $0 |
| Adrian Vincent Coward | Sr. V P, Healthcare Spec Serv | 31 de mayo de 2019 A | 25 119 | 0 | 0 | $0 |
| Gulam Amjad Khan | Sr. V.P., Procedural Solutions | 31 de mayo de 2019 A | 14 685 | 0 | 0 | $0 |
| Michiel Dezwaan | V.P., Human Resources & CHRO | 28 de marzo de 2019 A | 30 | 0 | 0 | $0 |
| Richard C Breeden | Consejero | 2 de junio de 2026 M | 38 964 | 0 | 1 | $-310 284 |
| Richard Martin Steeves | Consejero | 3 de agosto de 2023 A | 0 | 0 | 0 | $0 |
| Jacqueline B Kosecoff | Consejero | 3 de agosto de 2023 A | 0 | 0 | 0 | $0 |
| David B Lewis | Consejero | 21 de julio de 2021 M | 8 245 | 0 | 0 | $0 |
| Loyal W Wilson | Consejero | 4 de junio de 2019 M | 24 000 | 0 | 0 | $0 |
| Michael B Wood | Consejero | 16 de mayo de 2019 S | 16 631 | 0 | 0 | $0 |
| Duncan K Nichol | Consejero | 28 de marzo de 2019 A | — | 0 | 0 | $0 |
| Mohsen Sohi | — | 12 de agosto de 2026 M | 24 305 | 0 | 1 | $-956 795 |
| Pierre Boulud | — | 10 de agosto de 2026 A | — | 0 | 0 | $0 |
| Louis Shapiro | — | 10 de agosto de 2026 A | — | 0 | 0 | $0 |
| Esther M. Alegria | — | 10 de agosto de 2026 A | — | 0 | 0 | $0 |
| Nirav R Shah | — | 10 de agosto de 2026 A | 292 | 0 | 0 | $0 |
| Paul Edward Martin | — | 10 de agosto de 2026 A | — | 0 | 0 | $0 |
| Christopher S Holland | — | 10 de agosto de 2026 A | 67 | 0 | 0 | $0 |
| Cynthia L Feldmann | — | 10 de agosto de 2026 A | 705 | 0 | 0 | $0 |
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 |
|---|---|---|---|---|---|
| STERIS plc, Solar New US Holding Co, LLC, Crystal Merger Sub 1, LLC | 22 de enero de 2021 | — | Presentación inicial | M&A / venta | 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 117 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 |
|---|---|---|---|---|
| IHI · iShares Trust | 3,22% | 464 734 SH | 8 de agosto de 2026 | Diario |
| POWA · Invesco Exchange-Traded Self-Indexe… | 2,05% | 15 823 SH | 8 de agosto de 2026 | Diario |
| RUNN · Strategic Trust | 1,75% | 28 510 NS | 31 de mayo de 2026 | N-PORT |
| RSPH · Invesco Exchange-Traded Fund Trust | 1,73% | 56 988 SH | 8 de agosto de 2026 | Diario |
| NUMV · Nushares ETF Trust | 1,32% | 26 177 NS | 30 de abril de 2026 | N-PORT |
| NUDV · Nushares ETF Trust | 0,95% | 1 976 NS | 30 de abril de 2026 | N-PORT |
| SUSA · iShares Trust | 0,68% | 121 336 SH | 8 de agosto de 2026 | Diario |
| EVUS · iShares Trust | 0,56% | 9 151 SH | 8 de agosto de 2026 | Diario |
| NULV · Nushares ETF Trust | 0,39% | 37 765 NS | 30 de abril de 2026 | N-PORT |
| IYH · iShares Trust | 0,37% | 58 541 SH | 8 de agosto de 2026 | Diario |
| VFMV · VANGUARD WELLINGTON FUND | 0,33% | 6 491 SH | 8 de agosto de 2026 | Diario |
| CURE · Direxion Shares ETF Trust | 0,31% | 1 957 NS | 30 de abril de 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0,30% | 294 875 SH | 8 de agosto de 2026 | Diario |
| IXJ · iShares Trust | 0,29% | 51 423 SH | 8 de agosto de 2026 | Diario |
| ESGU · iShares Trust | 0,26% | 201 599 SH | 8 de agosto de 2026 | Diario |
| IDMO · Invesco Exchange-Traded Fund Trust … | 0,23% | 1 233 257 SH | 8 de agosto de 2026 | Diario |
| VOT · VANGUARD INDEX FUNDS | 0,23% | 375 677 SH | 8 de agosto de 2026 | Diario |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,23% | 4 299 NS | 31 de mayo de 2026 | N-PORT |
| ESLG · Strategy Shares | 0,22% | 200 NS | 30 de abril de 2026 | N-PORT |
| IWS · iShares Trust | 0,22% | 146 438 SH | 8 de agosto de 2026 | Diario |
| RSP · Invesco Exchange-Traded Fund Trust | 0,21% | 891 100 SH | 8 de agosto de 2026 | Diario |
| ESUM · Strategy Shares | 0,20% | 1 429 NS | 30 de abril de 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,20% | 2 125 301 SH | 8 de agosto de 2026 | Diario |
| SIZE · iShares Trust | 0,20% | 3 770 SH | 8 de agosto de 2026 | Diario |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0,20% | 164 233 SH | 8 de agosto de 2026 | Diario |
| EUSA · iShares, Inc. | 0,19% | 15 888 SH | 8 de agosto de 2026 | Diario |
| IMCV · iShares Trust | 0,18% | 9 064 SH | 8 de agosto de 2026 | Diario |
| VOE · VANGUARD INDEX FUNDS | 0,18% | 315 003 SH | 8 de agosto de 2026 | Diario |
| DFLV · Dimensional ETF Trust | 0,17% | 45 657 NS | 30 de abril de 2026 | N-PORT |
| IWR · iShares Trust | 0,16% | 398 593 SH | 8 de agosto de 2026 | Diario |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,16% | 71 272 SH | 8 de agosto de 2026 | Diario |
| IMCB · iShares Trust | 0,16% | 11 359 SH | 8 de agosto de 2026 | Diario |
| IDHQ · Invesco Exchange-Traded Fund Trust … | 0,14% | 174 374 SH | 8 de agosto de 2026 | Diario |
| IMCG · iShares Trust | 0,13% | 22 803 SH | 8 de agosto de 2026 | Diario |
| XOEF · iShares Trust | 0,12% | 122 SH | 8 de agosto de 2026 | Diario |
| ESLV · Strategy Shares | 0,12% | 65 NS | 30 de abril de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,11% | 3 730 SH | 8 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,10% | 67 186 NS | 30 de abril de 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,10% | 130 000 | 8 de agosto de 2026 | Diario |
| CATH · Global X Funds | 0,10% | 5 522 NS | 30 de abril de 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,09% | 554 067 SH | 8 de agosto de 2026 | Diario |
| PFM · Invesco Exchange-Traded Fund Trust | 0,08% | 2 778 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,08% | 1 487 NS | 30 de abril de 2026 | N-PORT |
| VTV · VANGUARD INDEX FUNDS | 0,08% | 931 689 SH | 8 de agosto de 2026 | Diario |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,08% | 16 351 SH | 8 de agosto de 2026 | Diario |
| AUSF · Global X Funds | 0,07% | 2 763 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,07% | 9 256 NS | 30 de abril de 2026 | N-PORT |
| SUSL · iShares Trust | 0,06% | 3 391 SH | 8 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,06% | 132 795 NS | 30 de abril de 2026 | N-PORT |
| DSI · iShares Trust | 0,06% | 15 225 SH | 8 de agosto de 2026 | Diario |