QRVO Qorvo, Inc. - Common Stock
$97,51
Prix · Aoû 19, 2026
Données fondamentales au Jul 28, 2026
Fourchette 52 semaines
$75–$109
65% of range
Note des analystes
HOLD
26 analysts
Objectif de cours
$91
P/E (TTM)
26.9
ROE
9.9%
Marge nette
9.2%
À propos de Qorvo, Inc. - Common Stock Présentation de l'entreprise depuis Wikipedia
Qorvo, Inc. is an American multinational company specializing in products for wireless, wired, and power markets. The company was created by the merger of TriQuint Semiconductor and RF Micro Devices, which was announced in 2014 and completed on January 1, 2015. It trades on Nasdaq under the ticker symbol QRVO. The headquarters for the company originally were in both Hillsboro, Oregon, and Greensboro, North Carolina, but in mid-2016 the company began referring to its North Carolina site as its exclusive headquarters.
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Qorvo, Inc. is an American multinational company specializing in products for wireless, wired, and power markets. The company was created by the merger of TriQuint Semiconductor and RF Micro Devices, which was announced in 2014 and completed on January 1, 2015. It trades on Nasdaq under the ticker symbol QRVO. The headquarters for the company originally were in both Hillsboro, Oregon (home of TriQuint), and Greensboro, North Carolina (home of RFMD), but in mid-2016 the company began referring to its North Carolina site as its exclusive headquarters.
History
Qorvo was created on January 1, 2015, with the merger of TriQuint Semiconductor and RF Micro Devices (RFMD). In June 2015, the new company became a component of the S&P 500. At the time of joining the S&P 500, Qorvo was valued at $12 billion. The company employs more than 8,000 people. As of mid-2016, the Oregon plant alone was employing almost 1,000 people.
In 2016, GreenPeak Technologies was acquired, adding ultra-low power, short-range wireless connected home and IoT to its portfolio. GreenPeak Technologies was best known for its Zigbee chips, of which it had sold 100 million in 2015. GreenPeak Technologies was headquartered in Utrecht, The Netherlands.
In 2019, Qorvo acquired Active-Semi International, a company with experience in power efficiency and power management, which have become skills useful for designing circuitry for 5G equipment, the Internet of things (IoT).
In 2020, Qorvo acquired the Irish fabless semiconductor company Decawave in a deal that was estimated to be worth $400 million.
In 2021, Qorvo announced the acquisition of Mountain View, California–based NextInput, a pioneer in the emerging field of force-sensing for human-machine interface (HMI). On November 3, 2021, Qorvo announced the acquisition of Princeton, New Jersey–based United Silicon Carbide (UnitedSiC), a leading manufacturer of silicon carbide–based semiconductors, such SiC FETs, SiC JFETs, SiC Diodes.
In 2023, Qorvo announced QSPICE circuit simulation software would be limited beta testing in May, then open beta testing in July. It is developed by Mike Engelhardt, the author of LTspice.
QSPICE has won multiple industry awards. It was honored as the Design Tool and Development Software Product of the Year at the 2023 Elektra Awards. In 2024, QSPICE received the Électrons d'Or Trophy from Electroniques magazine in the CAD / Measurement / Tools category for significant strides in circuit simulation, plus overcoming challenges in accuracy, efficiency and scalability.
In 2024, Qorvo announced the acquisition of Anokiwave, a company that specializes in high-performance RFIC design.
In October 2025, Skyworks and Qorvo announced they would be forming a new merged entity focused on radio-frequency chips for cellphones and other electronic consumer devices, pending regulatory approval.
Products
Qorvo products include electronic amplifiers for usage in radar systems, PMICs for device charging in vehicles and transistors that are needed in IFF and avionic devices. The company also sells RF chips and front end components for use in smartphones. Furthermore Qorvo offers SiC power semiconductors, as well as low power wireless components.
Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗
QRVO Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$97.51
Capitalisation Boursière
$8.56B
P/E (TTM)
26.9
BPA (TTM)
$3.62
Revenus (TTM)
$3.68B
Rendement div.
—
ROE
9.9%
Dette/Capitaux propres
—
Fourchette 52 semaines
$75 – $109
QRVO Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Configure
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Revenus et bénéfice net
$3.68B
2018-03-31
→
2026-03-28
BPA
$3.62
2018-03-31
→
2026-03-28
Flux de trésorerie libre
$680M
2018-03-31
→
2026-03-28
Marges
9.2%
2018-03-31
→
2026-03-28
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Métrique
Tendance sur 5 ans
QRVO
Médiane des pairs
P/E (TTM)
26.9
40.3
P/S (TTM)
2.3
9.3
P/B
2.6
4.3
Price / FCF (Cours / FCF)
12.6
—
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Métrique
Tendance sur 5 ans
QRVO
Médiane des pairs
Gross Margin (Marge Brute)
45.9%
52.7%
Operating Margin (Marge d'exploitation)
11.2%
—
Net Profit Margin (Marge nette)
9.2%
-5.6%
ROA
5.8%
-3.6%
ROE
9.9%
-4.5%
ROIC
10.5%
—
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Métrique
Tendance sur 5 ans
QRVO
Médiane des pairs
Current Ratio (Ratio de liquidité)
3.2
3.9
Quick Ratio (Ratio de liquidité réduite)
2.2
—
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Métrique
Tendance sur 5 ans
QRVO
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
-1.1%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
1.0%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
-1.7%
—
EPS YoY (BPA Année/Année)
524.1%
—
Net Income YoY (Bénéfice net YoY)
509.5%
—
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Métrique
Tendance sur 5 ans
QRVO
Médiane des pairs
QRVO Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
CONSERVER
26 analystes
- Achat fort 0 0,0%
- Achat 2 7,7%
- Conserver 19 73,1%
- Vente 3 11,5%
- Vente forte 2 7,7%
Objectif de cours à 12 mois
13 analystes · 2026-08-19
Médiane
$95.00
Moyenne
$90.77
Maintenant
$97.51
Bas
$66.00
Haut
$105.00
Objectif médian
$95.00
-2,6%
Objectif moyen
$90.77
-6,9%
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
Surprise Moyenne
0.35%
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $1.64 | $1.12 | 0.52% |
| 31 mars 2026 | $1.69 | $1.23 | 0.46% |
| 31 décembre 2025 | $2.17 | $1.88 | 0.29% |
| 30 septembre 2025 | $2.22 | $2.11 | 0.11% |
| 30 juin 2025 | $0.92 | $0.62 | 0.30% |
| 31 mars 2025 | $1.42 | $1.02 | 0.40% |
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| QRVO | $6.79B | 21.4 | -1.1% | 9.2% | 9.9% | 45.9% |
| SITM | $9.29B | -205.3 | 61.2% | -13.1% | -3.8% | 53.6% |
| LSCC | $10.76B | 3932.5 | 2.7% | 0.59% | 0.44% | 68.2% |
| SMTC | $7.51B | -176.1 | 15.5% | -3.9% | -7.3% | 51.6% |
| SWKS | — | 25.0 | -2.2% | — | — | — |
| RMBS | $9.90B | 43.5 | 27.1% | 32.6% | 17.8% | 79.6% |
| SLAB | $4.35B | -66.6 | 34.3% | -8.3% | -6.0% | 58.2% |
| ALGM | $5.58B | -376.5 | 22.8% | -1.7% | -1.6% | 46.3% |
| MXL | $1.51B | -11.0 | 29.7% | -29.2% | -29.1% | 56.8% |
| CRUS | $7.25B | 18.3 | 5.3% | 20.8% | 19.9% | 52.8% |
| RGTI | — | — | — | — | — | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 17
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.68B | $3.72B | $3.77B | $3.57B | $4.65B | $4.02B | $3.24B | $3.09B | · | $3.03B | $2.61B | |
| Cost of Revenue | $1.99B | $2.18B | $2.28B | $2.27B | $2.36B | $2.13B | $1.92B | $1.90B | · | $1.90B | $1.56B | |
| Gross Profit | $1.69B | $1.54B | $1.49B | $1.30B | $2.29B | $1.88B | $1.32B | $1.20B | · | $1.14B | $1.05B | |
| R&D Expense | $726M | $748M | $682M | $650M | $624M | $570M | $484M | $450M | · | $471M | $449M | |
| SG&A Expense | $165M | $172M | $172M | $148M | $350M | $367M | $344M | $476M | · | $546M | $534M | |
| Operating Expenses | $1.28B | $1.44B | $1.40B | $1.11B | $1.06B | $977M | $899M | $979M | · | $1.05B | $1.04B | |
| Operating Income | $411M | $96M | $92M | $183M | $1.23B | $907M | $423M | $216M | · | $88M | $12M | |
| Interest Expense | $73M | $78M | $69M | $68M | $63M | $75M | $60M | $44M | · | $59M | $23M | |
| Other Non-op | $60M | $49M | $51M | $10M | $18M | $-24M | $32M | $-81M | · | $-3M | $6M | |
| Pretax Income | $398M | $66M | $74M | $125M | $1.18B | $807M | $395M | $92M | · | $27M | $-3M | |
| Income Tax | $59M | $10M | $144M | $21M | $148M | $74M | $61M | $-41M | · | $44M | $26M | |
| Net Income | $339M | $56M | $-70M | $103M | $1.03B | $734M | $334M | $133M | · | $-17M | $-29M | |
| EPS (Basic) | $3.66 | $0.59 | $-0.72 | $1.01 | $9.38 | $6.43 | $2.86 | $1.07 | · | $-0.13 | $-0.20 | |
| EPS (Diluted) | $3.62 | $0.58 | $-0.72 | $1.00 | $9.26 | $6.32 | $2.80 | $1.05 | · | $-0.13 | $-0.20 | |
| Shares (Basic) | 92,592,000 | 94,586,000 | 97,557,000 | 102,206,000 | 110,196,000 | 114,034,000 | 117,007,000 | 124,534,000 | · | 127,121,000 | 141,937,000 | |
| Shares (Diluted) | 93,547,000 | 95,450,000 | 97,557,000 | 103,019,000 | 111,546,000 | 116,016,000 | 119,293,000 | 127,356,000 | · | 127,121,000 | 141,937,000 | |
| EBITDA | $411M | $96M | $92M | $183M | $1.23B | $907M | $423M | $216M | · | $88M | $12M |
Bilan 29
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.22B | $1.02B | $1.03B | $809M | $973M | $1.40B | $715M | $711M | $334M | $545M | $426M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $58M | · | $187M | |
| Receivables | $383M | $387M | $413M | $305M | $569M | $457M | $367M | $378M | $361M | $358M | $316M | |
| Inventory | $554M | $641M | $711M | $797M | $756M | $508M | $517M | $512M | $502M | $430M | $428M | |
| Prepaid Expense | $37M | $33M | $41M | $47M | $50M | $42M | $38M | $26M | $25M | $36M | $64M | |
| Other Current Assets | $98M | $75M | $79M | $47M | $71M | $52M | $38M | $36M | $35M | $26M | $41M | |
| Current Assets | $2.31B | $2.17B | $2.45B | $2.03B | $2.45B | $2.48B | $1.69B | $1.68B | $1.37B | $1.46B | $1.51B | |
| PP&E (Net) | $710M | $802M | $871M | $1.15B | $1.25B | $1.27B | $1.26B | $1.37B | $1.37B | $1.39B | $1.05B | |
| PP&E (Gross) | $2.49B | $2.65B | $2.55B | $3.05B | $2.99B | $2.83B | $2.67B | $2.47B | · | $2.07B | $1.62B | |
| Accum. Depreciation | $1.78B | $1.85B | $1.68B | $1.90B | $1.73B | $1.56B | $1.42B | $1.22B | $950M | $981M | $752M | |
| Goodwill | $2.35B | $2.39B | $2.53B | $2.76B | $2.78B | $2.64B | $2.61B | $2.17B | $2.17B | $2.17B | $2.14B | |
| Intangibles | $122M | $273M | $509M | $538M | $675M | $611M | $809M | $408M | $729M | $1.40B | $1.81B | |
| Other Non-current Assets | $318M | $277M | $170M | $193M | $324M | $182M | $165M | $77M | $63M | $59M | $66M | |
| Total Assets | $5.83B | $5.93B | $6.55B | $6.69B | $7.51B | $7.22B | $6.56B | $5.81B | $5.78B | $6.52B | $6.60B | |
| Accounts Payable | $243M | $261M | $253M | $211M | $328M | $314M | $247M | $233M | $219M | $216M | $205M | |
| Accrued Liabilities | $248M | $288M | $337M | $222M | $240M | $255M | $218M | $161M | $134M | $171M | $138M | |
| Current Liabilities | $713M | $783M | $1.23B | $556M | $675M | $682M | $539M | $436M | $403M | $419M | $374M | |
| Capital Leases | $41M | $45M | $51M | $69M | · | · | $58M | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | $37M | $132M | $152M | |
| Other Non-current Liabilities | $219M | $208M | $219M | $185M | $234M | $168M | $162M | $92M | $105M | $86M | $83M | |
| Total Liabilities | $2.48B | $2.54B | $3.00B | $2.79B | $2.96B | $2.59B | $2.27B | $1.45B | $1.10B | $1.63B | $1.60B | |
| Long-term Debt | $1.55B | $1.55B | $1.55B | $2.05B | $2.05B | $1.74B | $1.57B | $921M | $558M | $989M | $988M | |
| Total Debt | · | $0 | $439M | $310.0K | $791.0K | $5M | $7M | · | · | · | $988M | |
| Common Stock | · | · | · | · | · | · | · | · | $5.17B | $5.36B | $5.44B | |
| Retained Earnings | $39M | $-34M | $-90M | $84M | $512M | $355M | $0 | $-321M | $-484M | $-456M | $-440M | |
| AOCI | $4M | $-5M | $-5M | $-3M | $5M | $30M | $2M | $-7M | $-5M | $-4M | $-3M | |
| Stockholders' Equity | $3.34B | $3.39B | $3.56B | $3.90B | $4.55B | $4.63B | $4.29B | $4.36B | $4.68B | $4.90B | $5.00B | |
| Liabilities + Equity | $5.83B | $5.93B | $6.55B | $6.69B | $7.51B | $7.22B | $6.56B | $5.81B | $5.78B | $6.52B | $6.60B | |
| Shares Outstanding | 87,741,000 | 92,920,000 | 95,798,000 | 98,649,000 | 106,303,000 | 112,557,000 | 114,625,000 | 119,063,000 | 125,598,000 | 126,464,000 | 127,386,000 |
Flux de trésorerie 15
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $136M | $136M | $121M | $106M | $84M | $89M | $76M | $72M | · | $89M | $140M | |
| Deferred Tax | $-39M | $-85M | $19M | $-66M | $32M | $-18M | $-11M | $-70M | · | $-28M | $-12M | |
| Amort. of Intangibles | $111M | $134M | $128M | $132M | $150M | $253M | $247M | $454M | · | $495M | $495M | |
| Restructuring | $7M | · | $44M | $26M | $2M | $3M | $48M | $51M | · | $2M | $10M | |
| Operating Cash Flow | $809M | $622M | $833M | $843M | $1.05B | $1.30B | $946M | $810M | · | $777M | $688M | |
| CapEx | $129M | $138M | $127M | $159M | $213M | $187M | $164M | $221M | · | $553M | $316M | |
| Investing Cash Flow | $-44M | $37M | $-136M | $-153M | $-596M | $-219M | $-1.11B | $-248M | · | $-490M | $-279M | |
| Net Debt Issued | $0 | $-439M | $-58M | $0 | $-198M | $-1.09B | $0 | $-1.05B | · | $0 | $-175M | |
| Stock Repurchased | $533M | $356M | $400M | $862M | $1.15B | $515M | $515M | $638M | · | $209M | $1.30B | |
| Net Stock Activity | $-533M | $-356M | $-400M | $-862M | $-1.15B | $-515M | $-515M | $-638M | · | $-209M | $-1.30B | |
| Financing Cash Flow | $-567M | $-684M | $-460M | $-853M | $-876M | $-402M | $166M | $-777M | · | $-166M | $-283M | |
| Net Change in Cash | $198M | $-28M | $240M | $-164M | $-426M | $683M | $4M | $-215M | · | $120M | $126M | |
| Taxes Paid | $56M | $89M | $105M | $106M | $125M | $53M | $56M | · | · | · | · | |
| Free Cash Flow | $680M | $485M | $706M | $684M | $836M | $1.11B | $782M | $589M | · | $224M | $372M | |
| Levered FCF | $617M | $418M | $772M | $628M | $780M | $1.05B | $730M | $526M | · | $260M | $137M |
Rentabilité 8
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 45.9% | 41.3% | 39.5% | 36.3% | 49.2% | 46.9% | 40.8% | 38.7% | · | 37.4% | 40.2% | |
| Operating Margin | 11.2% | 2.6% | 2.4% | 5.1% | 26.4% | 22.6% | 13.1% | 7.0% | · | 2.9% | 0.46% | |
| Net Margin | 9.2% | 1.5% | -1.9% | 2.9% | 22.2% | 18.3% | 10.3% | 4.3% | · | -0.55% | -1.1% | |
| Pretax Margin | 10.8% | 1.8% | 1.9% | 3.5% | 25.4% | 20.1% | 12.2% | 3.0% | · | 0.90% | -0.11% | |
| EBITDA Margin | 11.2% | 2.6% | 2.4% | 5.1% | 26.4% | 22.6% | 13.1% | 7.0% | · | 2.9% | 0.46% | |
| ROA | 5.8% | 0.89% | -1.1% | 1.5% | 14.0% | 10.7% | 5.4% | · | · | · | -0.43% | |
| ROE | 9.9% | 1.6% | -1.9% | 2.6% | 22.4% | 16.1% | 7.8% | · | · | · | -0.52% | |
| ROIC | 10.5% | 2.4% | -2.2% | 3.9% | 23.6% | 17.8% | 8.3% | · | · | · | 2.0% |
Liquidité et Solvabilité 5
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.2 | 2.8 | 2.0 | 3.7 | 3.6 | 3.6 | 3.1 | · | · | · | 4.0 | |
| Quick Ratio | 2.2 | 1.8 | 1.2 | 2.0 | 2.3 | 2.7 | 2.0 | · | · | · | 2.5 | |
| Debt / Equity | · | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | · | 0.2 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | 0.2 | |
| Interest Coverage | 5.6 | 1.2 | 1.3 | 2.7 | 19.4 | 12.1 | 7.0 | 4.9 | · | 1.5 | 0.5 |
Efficacité 3
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.5 | 0.6 | 0.6 | 0.5 | · | · | · | 0.4 | |
| Inventory Turnover | 3.3 | 3.2 | 3.0 | 2.9 | 3.7 | 4.2 | 3.7 | · | · | · | 4.0 | |
| Receivables Turnover | 9.6 | 9.3 | 10.5 | 8.2 | 9.1 | 9.7 | 8.7 | · | · | · | 7.8 |
Taux de croissance 9
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.1% | -1.3% | 5.6% | -23.2% | 15.7% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.0% | -7.1% | -2.1% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.7% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 524.1% | · | · | -89.2% | 46.5% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 53.5% | -60.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -10.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 509.5% | · | · | -90.0% | 40.9% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 48.7% | -62.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -14.3% | · | · | · | · | · | · | · | · | · | · |
Valorisation (TTM) 14
| Métrique | Tendance | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.68B | $3.72B | $3.77B | $3.57B | $4.65B | $4.02B | $3.24B | $3.09B | · | $3.03B | $2.61B | |
| Net Income TTM | $339M | $56M | $-70M | $103M | $1.03B | $734M | $334M | $133M | · | $-17M | $-29M | |
| Market Cap | $6.79B | $6.64B | $11.00B | $10.02B | $12.92B | $21.71B | $9.25B | · | · | · | $6.47B | |
| Enterprise Value | · | $5.62B | $10.41B | $9.21B | $11.95B | $20.32B | $8.54B | · | · | · | $6.85B | |
| P/E | 21.4 | 123.3 | -159.5 | 101.6 | 13.1 | 30.5 | 28.8 | 68.3 | · | -527.4 | -254.1 | |
| P/S | 1.8 | 1.8 | 2.9 | 2.8 | 2.8 | 5.4 | 2.9 | · | · | · | 2.5 | |
| P/B | 2.0 | 2.0 | 3.1 | 2.6 | 2.8 | 4.7 | 2.2 | · | · | · | 1.3 | |
| P / Tangible Book | 7.8 | 9.1 | 21.5 | 16.6 | 11.7 | 15.8 | · | · | · | · | · | |
| P / Cash Flow | 8.4 | 10.7 | 13.2 | 11.9 | 12.3 | 16.7 | 9.8 | · | · | · | 9.4 | |
| P / FCF | 10.0 | 13.7 | 15.6 | 14.6 | 15.5 | 19.5 | 11.8 | · | · | · | 17.4 | |
| EV / EBITDA | · | 58.9 | 113.5 | 50.3 | 9.7 | 22.4 | 20.2 | · | · | · | 572.3 | |
| EV / FCF | · | 11.6 | 14.7 | 13.5 | 14.3 | 18.2 | 10.9 | · | · | · | 18.4 | |
| EV / Revenue | · | 1.5 | 2.8 | 2.6 | 2.6 | 5.1 | 2.6 | · | · | · | 2.6 | |
| Earnings Yield | 4.7% | 0.81% | -0.63% | 0.98% | 7.6% | 3.3% | 3.5% | 1.5% | · | -0.19% | -0.39% |
Compte de résultat 17
| Métrique | Tendance | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $785M | $808M | $993M | $1.06B | $819M | $869M | $916M | $1.05B | $887M | $941M | $1.07B | $1.10B | $755M | $743M | $1.16B | |
| Cost of Revenue | $384M | $413M | $529M | $561M | $487M | $503M | $525M | $601M | $554M | $559M | $686M | $614M | $477M | $475M | $619M | |
| Gross Profit | $401M | $395M | $464M | $497M | $332M | $367M | $391M | $445M | $332M | $382M | $388M | $490M | $278M | $268M | $539M | |
| R&D Expense | $172M | $170M | $178M | $198M | $179M | $180M | $179M | $201M | $188M | $180M | $164M | $175M | $163M | $149M | $168M | |
| SG&A Expense | $41M | $35M | $32M | $48M | $51M | $35M | $34M | $48M | $55M | $-124M | $87M | $104M | $-132M | $76M | $98M | |
| Operating Expenses | $304M | $364M | $272M | $339M | $302M | $338M | $338M | $436M | $328M | $352M | $429M | $338M | $308M | $259M | $277M | |
| Operating Income | $97M | $32M | $192M | $158M | $30M | $28M | $53M | $10M | $5M | $30M | $-42M | $151M | $-29M | $9M | $262M | |
| Interest Expense | $16M | $18M | $18M | $18M | $19M | $20M | $19M | $23M | $17M | $17M | $18M | $17M | $17M | $17M | $17M | |
| Other Non-op | $20M | $8M | $16M | $16M | $20M | $7M | $15M | $15M | $12M | $17M | $15M | $5M | $14M | $6M | $2M | |
| Pretax Income | $101M | $22M | $190M | $155M | $32M | $15M | $49M | $3M | $-723.0K | · | · | · | · | · | · | |
| Income Tax | $15M | $-8M | $26M | $35M | $6M | $-16M | $8M | $20M | $-1M | $27M | $83M | $42M | $-13M | $13M | $58M | |
| Net Income | $86M | $30M | $164M | $120M | $26M | $31M | $41M | $-17M | $414.0K | $3M | $-127M | $97M | $-19M | $-16M | $189M | |
| EPS (Basic) | $0.97 | $0.32 | $1.77 | $1.29 | $0.28 | $0.33 | $0.44 | $-0.18 | $0.00 | $0.03 | $-1.31 | $1.00 | $-0.13 | $-0.16 | $1.83 | |
| EPS (Diluted) | $0.96 | $0.32 | $1.75 | $1.28 | $0.27 | $0.33 | $0.43 | $-0.18 | $0.00 | $0.03 | $-1.31 | $0.99 | $-0.14 | $-0.16 | $1.82 | |
| Shares (Basic) | 88,035,000 | -185,712,000 | 92,586,000 | 92,803,000 | 92,915,000 | -190,108,000 | 94,341,000 | 94,886,000 | 95,467,000 | -348,000 | 97,152,000 | 97,945,000 | -209,083,000 | 100,943,000 | 102,927,000 | |
| Shares (Diluted) | 89,360,000 | -187,586,000 | 93,571,000 | 93,792,000 | 93,770,000 | -190,977,000 | 95,031,000 | 94,886,000 | 96,510,000 | -348,000 | 97,152,000 | 98,590,000 | -210,084,000 | 100,943,000 | 103,674,000 | |
| EBITDA | $97M | · | $192M | $158M | $30M | · | $53M | $10M | $5M | · | $-42M | $151M | · | $9M | $262M |
Bilan 26
| Métrique | Tendance | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.33B | $1.22B | $1.32B | $1.10B | $1.17B | $1.02B | $769M | $1.10B | $1.08B | $1.03B | $1.07B | $707M | $809M | $919M | $912M | |
| Receivables | $380M | $383M | $488M | $543M | $328M | $387M | $428M | $581M | $425M | $413M | $484M | $593M | · | $368M | $645M | |
| Inventory | $592M | $554M | $530M | $605M | $638M | $641M | $656M | $694M | $727M | $711M | $727M | $840M | · | $857M | $841M | |
| Prepaid Expense | $39M | $37M | $35M | $34M | $31M | $33M | $38M | $38M | $30M | $41M | $40M | $49M | · | $46M | $48M | |
| Other Current Assets | $81M | $98M | $79M | $74M | $69M | $75M | $78M | $110M | $99M | $79M | $75M | $46M | · | $37M | $52M | |
| Current Assets | $2.44B | $2.31B | $2.48B | $2.38B | $2.25B | $2.17B | $2.10B | $2.53B | $2.38B | $2.45B | $2.43B | $2.26B | · | $2.26B | $2.52B | |
| PP&E (Net) | $680M | $710M | $755M | $781M | $794M | $802M | $821M | $847M | $867M | $871M | $1.04B | $1.06B | · | $1.19B | $1.22B | |
| PP&E (Gross) | · | $2.49B | · | · | · | $2.65B | · | · | · | $2.55B | · | · | · | · | · | |
| Accum. Depreciation | $1.80B | $1.78B | $1.92B | $1.91B | $1.88B | $1.85B | $1.81B | $1.77B | $1.74B | $1.68B | $2.02B | $1.98B | · | $1.85B | $1.82B | |
| Goodwill | $2.35B | $2.35B | $2.39B | $2.39B | $2.39B | $2.39B | $2.44B | $2.44B | $2.53B | $2.53B | $2.54B | $2.71B | · | $2.77B | $2.76B | |
| Intangibles | $106M | $122M | $197M | $224M | $252M | $273M | $332M | $446M | $474M | $509M | $500M | $473M | · | $567M | $586M | |
| Other Non-current Assets | $348M | $318M | $320M | $306M | $293M | $277M | $250M | $216M | $170M | $170M | $166M | $187M | · | $265M | $258M | |
| Total Assets | $5.94B | $5.83B | $6.16B | $6.10B | $6.00B | $5.93B | $5.96B | $6.50B | $6.45B | $6.55B | $6.70B | $6.72B | · | $7.08B | $7.37B | |
| Accounts Payable | $253M | $243M | $241M | $285M | $280M | $261M | $283M | $322M | $304M | $253M | $283M | $275M | · | $225M | $322M | |
| Accrued Liabilities | $214M | $248M | $225M | $287M | $252M | $288M | $268M | $354M | $300M | $337M | $327M | $304M | · | $239M | $299M | |
| Current Liabilities | $688M | $713M | $676M | $805M | $798M | $783M | $808M | $1.33B | $1.22B | $1.23B | $1.28B | $672M | · | $614M | $764M | |
| Capital Leases | · | $41M | · | · | · | $45M | · | · | · | $51M | · | · | · | · | · | |
| Other Non-current Liabilities | $231M | $219M | $241M | $232M | $213M | $208M | $226M | $210M | $195M | $219M | $230M | $181M | · | $250M | $241M | |
| Total Liabilities | $2.47B | $2.48B | $2.47B | $2.59B | $2.56B | $2.54B | $2.58B | $3.09B | $2.96B | $3.00B | $3.06B | $2.90B | · | $2.91B | $3.05B | |
| Long-term Debt | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $2.05B | · | $2.05B | $2.05B | |
| Total Debt | $1.55B | · | $1.55B | $1.55B | $1.55B | · | $1.55B | $1.96B | $1.96B | · | $2.03B | $2.05B | · | $2.05B | $2.05B | |
| Retained Earnings | $125M | $39M | $227M | $73M | $-8M | $-34M | $-65M | $-107M | $-89M | $-90M | $-92M | $35M | $84M | $316M | $448M | |
| AOCI | $3M | $4M | $6M | $5M | $6M | $-5M | $-10M | $1M | $-6M | $-5M | $102.0K | $-14M | $-3M | $-11M | $-42M | |
| Stockholders' Equity | $3.47B | $3.34B | $3.70B | $3.51B | $3.44B | $3.39B | $3.38B | $3.41B | $3.49B | $3.56B | $3.64B | $3.82B | $3.90B | $4.16B | $4.32B | |
| Liabilities + Equity | $5.94B | $5.83B | $6.16B | $6.10B | $6.00B | $5.93B | $5.96B | $6.50B | $6.45B | $6.55B | $6.70B | $6.72B | · | $7.08B | $7.37B | |
| Shares Outstanding | 88,218,000 | 87,741,000 | 92,653,000 | 92,575,000 | 92,798,000 | 92,920,000 | 93,559,000 | 94,664,000 | 94,962,000 | 95,798,000 | 96,680,000 | 97,506,000 | 98,649,000 | 100,021,000 | 102,061,000 |
Flux de trésorerie 13
| Métrique | Tendance | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $34M | $26M | $27M | $40M | $42M | $27M | $28M | $38M | $42M | $22M | $22M | · | $19M | $20M | · | |
| Deferred Tax | $-9M | $-15M | $-13M | $-8M | $-4M | $-21M | $-16M | $-22M | $-26M | $-43M | $61M | · | $-64M | $14M | · | |
| Amort. of Intangibles | $15M | $27M | $28M | $28M | $28M | $30M | $32M | $36M | $35M | $36M | $31M | · | $33M | $33M | · | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $4M | · | · | · | · | |
| Operating Cash Flow | $139M | $276M | $265M | $84M | $183M | $199M | $214M | $128M | $81M | $202M | $493M | · | $65M | $237M | · | |
| CapEx | $24M | $21M | $28M | $42M | $38M | $29M | $38M | $33M | $38M | $33M | $26M | · | $34M | $34M | · | |
| Investing Cash Flow | $-23M | $18M | $4M | $-33M | $-33M | $96M | $-7M | $-35M | $-17M | $-113M | $902.0K | · | $-36M | $-33M | · | |
| Stock Repurchased | $0 | $400M | $17M | $65M | $50M | $50M | $100M | $81M | $125M | $100M | $100M | · | $150M | $202M | · | |
| Net Stock Activity | $0 | · | · | · | $-50M | · | · | · | $-125M | · | · | · | · | · | · | |
| Financing Cash Flow | $-6M | $-392M | $-54M | $-113M | $-7M | $-43M | $-532M | $-80M | $-30M | $-132M | $-114M | · | $-139M | $-201M | · | |
| Net Change in Cash | $110M | $-99M | $215M | $-62M | $144M | $252M | $-327M | $14M | $33M | $-43M | $385M | · | $-110M | $7M | · | |
| Free Cash Flow | $115M | · | · | · | $145M | · | · | · | $43M | · | · | · | · | · | · | |
| Levered FCF | $102M | · | · | · | $130M | · | · | · | · | · | · | · | · | · | · |
Rentabilité 8
| Métrique | Tendance | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.1% | · | 46.8% | 47.0% | 40.5% | · | 42.7% | 42.5% | 37.5% | · | 36.1% | 44.4% | · | 36.1% | 46.5% | |
| Operating Margin | 12.3% | · | 19.4% | 14.9% | 3.7% | · | 5.8% | 0.92% | 0.52% | · | -3.9% | 13.7% | · | 1.2% | 22.6% | |
| Net Margin | 10.9% | · | 16.5% | 11.3% | 3.1% | · | 4.5% | -1.7% | 0.05% | · | -11.8% | 8.8% | · | -2.1% | 16.3% | |
| Pretax Margin | 12.8% | · | 19.1% | 14.6% | 3.9% | · | · | · | · | · | · | · | · | · | · | |
| EBITDA Margin | 12.3% | · | 19.4% | 14.9% | 3.7% | · | 5.8% | 0.92% | 0.52% | · | -3.9% | 13.7% | · | 1.2% | 22.6% | |
| ROA | 1.4% | · | 2.7% | 1.9% | 0.41% | · | 0.65% | -0.26% | 0.01% | · | -1.8% | 1.4% | · | -0.22% | 2.5% | |
| ROE | 2.5% | · | 4.6% | 3.5% | 0.74% | · | 1.2% | -0.48% | 0.01% | · | -3.2% | 2.4% | · | -0.36% | 4.2% | |
| ROIC | 1.6% | · | 3.2% | 2.4% | 0.49% | · | · | · | · | · | · | · | · | · | · |
Liquidité et Solvabilité 5
| Métrique | Tendance | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.5 | · | 3.7 | 3.0 | 2.8 | · | 2.6 | 1.9 | 2.0 | · | 1.9 | 3.4 | · | 3.7 | 3.3 | |
| Quick Ratio | 2.5 | · | 2.7 | 2.0 | 1.9 | · | 1.5 | 1.3 | 1.2 | · | 1.2 | 1.9 | · | 2.1 | 2.0 | |
| Debt / Equity | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.6 | 0.6 | · | 0.6 | 0.5 | · | 0.5 | 0.5 | |
| LT Debt / Equity | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.4 | · | 0.4 | 0.5 | · | 0.5 | 0.5 | |
| Interest Coverage | 6.1 | · | 10.7 | 8.5 | 1.6 | · | 2.8 | 0.4 | 0.3 | · | -2.4 | 8.8 | · | 0.5 | 15.5 |
Efficacité 3
| Métrique | Tendance | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.2 | 0.2 | 0.1 | · | 0.1 | 0.2 | 0.1 | · | 0.2 | 0.2 | · | 0.1 | 0.2 | |
| Inventory Turnover | 0.6 | · | 0.9 | 0.9 | 0.7 | · | 0.8 | 0.8 | 0.7 | · | 0.9 | 0.7 | · | 0.6 | 0.9 | |
| Receivables Turnover | 2.2 | · | 2.2 | 1.9 | 2.2 | · | 2.0 | 1.8 | 2.4 | · | 2.5 | 1.8 | · | 1.5 | 1.8 |
Valorisation (TTM) 14
| Métrique | Tendance | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.66B | · | $3.79B | $3.84B | $3.67B | · | $3.92B | $4.11B | $3.72B | · | $3.57B | $3.66B | · | · | · | |
| Net Income TTM | $395M | · | $351M | $169M | $50M | · | $-103M | $-46M | $-73M | · | $-89M | $227M | · | · | · | |
| Market Cap | $8.28B | · | $7.98B | $8.61B | $7.78B | · | $6.68B | $9.81B | $11.02B | · | $10.89B | $9.31B | · | $9.07B | $8.10B | |
| Enterprise Value | $8.50B | · | $8.21B | $9.06B | $8.16B | · | $7.46B | $10.67B | $11.90B | · | $11.85B | $10.65B | · | $10.20B | $9.24B | |
| P/E | 22.0 | · | 23.1 | 51.7 | 161.2 | · | -67.4 | -207.2 | -152.7 | · | -122.4 | 43.2 | · | · | · | |
| P/S | 2.3 | · | 2.1 | 2.2 | 2.1 | · | 1.7 | 2.4 | 3.0 | · | 3.0 | 2.5 | · | · | · | |
| P/B | 2.4 | · | 2.2 | 2.5 | 2.3 | · | 2.0 | 2.9 | 3.2 | · | 3.0 | 2.4 | · | 2.2 | 1.9 | |
| P / Tangible Book | 8.2 | · | 7.2 | 9.6 | 9.8 | · | 10.9 | 18.6 | 23.0 | · | 18.2 | 14.6 | · | 11.0 | 8.3 | |
| P / Cash Flow | 59.4 | · | · | · | 42.5 | · | · | · | 135.9 | · | · | · | · | · | · | |
| P / FCF | 71.8 | · | · | · | 53.5 | · | · | · | 257.1 | · | · | · | · | · | · | |
| EV / EBITDA | 87.9 | · | 42.7 | 57.4 | 271.4 | · | 140.7 | 1103.1 | 2583.2 | · | -285.0 | 70.3 | · | 1168.0 | 35.3 | |
| EV / FCF | 73.7 | · | · | · | 56.2 | · | · | · | 277.6 | · | · | · | · | · | · | |
| EV / Revenue | 2.3 | · | 2.2 | 2.4 | 2.2 | · | 1.9 | 2.6 | 3.2 | · | 3.3 | 2.9 | · | · | · | |
| Earnings Yield | 4.5% | · | 4.3% | 1.9% | 0.62% | · | -1.5% | -0.48% | -0.65% | · | -0.82% | 2.3% | · | · | · |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-04-01 | 2022-04-02 | |
|---|---|---|---|---|---|
| Revenu | $3.68B | $3.72B | $3.77B | $3.57B | $4.65B |
| Marge Brute % | 45.9% | 41.3% | 39.5% | 36.3% | 49.2% |
| Marge d'exploitation % | 11.2% | 2.6% | 2.4% | 5.1% | 26.4% |
| Résultat net | $339M | $56M | $-70M | $103M | $1.03B |
| BPA dilué | $3.62 | $0.58 | $-0.72 | $1.00 | $9.26 |
Bilan
| 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-04-01 | 2022-04-02 | |
|---|---|---|---|---|---|
| Dette / Capitaux propres | — | 0.0 | 0.1 | 0.0 | 0.0 |
| Ratio de liquidité | 3.2 | 2.8 | 2.0 | 3.7 | 3.6 |
| Ratio de liquidité réduite | 2.2 | 1.8 | 1.2 | 2.0 | 2.3 |
Flux de trésorerie
| 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-04-01 | 2022-04-02 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $680M | $485M | $706M | $684M | $836M |
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Détenteurs institutionnels (13F) 591 déclarants · $5.4B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 81 (-6 vs T. préc.) | 60 (-12 vs T. préc.) | 169 (+3 vs T. préc.) | 173 (+4 vs T. préc.) | +12.2M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Starboard Value LP | $523 387 030 | 5 611 526 | 9,64% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $496 838 844 | 5 326 888 | 9,15% | Actions |
| STATE STREET CORP | $356 639 763 | 3 823 735 | 6,57% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $335 730 961 | 3 599 560 | 6,18% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $210 152 461 | 2 253 162 | 3,87% | Actions |
| MILLENNIUM MANAGEMENT LLC | $181 949 344 | 1 950 781 | 3,35% | Actions |
| AQR Arbitrage LLC | $166 212 829 | 1 782 061 | 3,06% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $129 665 463 | 1 368 621 | 2,39% | Actions |
| Qube Research & Technologies Ltd | $126 565 245 | 1 356 977 | 2,33% | Actions |
| GOLDMAN SACHS GROUP INC | $118 499 908 | 1 270 504 | 2,18% | Actions |
| NOMURA HOLDINGS INC | $116 587 500 | 1 250 000 | 2,15% | Option d'achat |
| Assenagon Asset Management S.A. | $110 421 980 | 1 183 896 | 2,03% | Actions |
| Quantinno Capital Management LP | $88 754 787 | 951 589 | 1,63% | Actions |
| FMR LLC | $87 134 326 | 934 216 | 1,60% | Actions |
| NORGES BANK | $86 477 053 | 927 169 | 1,59% | Actions |
| Allianz Asset Management GmbH | $77 037 289 | 825 960 | 1,42% | Actions |
| ANTIPODES PARTNERS Ltd | $76 056 182 | 815 441 | 1,40% | Actions |
| ALPINE ASSOCIATES MANAGEMENT INC. | $74 444 290 | 798 159 | 1,37% | Actions |
| RENAISSANCE TECHNOLOGIES LLC | $70 708 547 | 758 106 | 1,30% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $70 494 679 | 755 813 | 1,30% | Actions |
| ALLIANCEBERNSTEIN L.P. | $62 039 119 | 801 539 | 1,14% | Actions |
| Amundi | $57 586 111 | 617 413 | 1,06% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $55 374 399 | 593 700 | 1,02% | Option d'achat |
| CANADA PENSION PLAN INVESTMENT BOARD | $51 920 797 | 556 672 | 0,96% | Actions |
| OSSIAM | $48 662 597 | 521 739 | 0,90% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $47 244 519 | 506 535 | 0,87% | Actions |
| BANK OF AMERICA CORP /DE/ | $45 622 182 | 489 141 | 0,84% | Actions |
| Westchester Capital Management, LLC | $44 997 832 | 482 447 | 0,83% | Actions |
| Verition Fund Management LLC | $42 639 127 | 457 158 | 0,79% | Actions |
| JANUS HENDERSON GROUP PLC | $42 473 477 | 548 859 | 0,78% | Actions |
| TWO SIGMA INVESTMENTS, LP | $42 338 797 | 453 938 | 0,78% | Actions |
| TIG Advisors, LLC | $41 534 437 | 445 314 | 0,76% | Actions |
| FIRST TRUST ADVISORS LP | $40 141 174 | 430 379 | 0,74% | Actions |
| CANYON CAPITAL ADVISORS LLC | $36 179 713 | 387 903 | 0,67% | Actions |
| PRINCIPAL FINANCIAL GROUP INC | $35 946 071 | 385 398 | 0,66% | Actions |
| PINNACLE ASSOCIATES LTD | $31 861 032 | 341 600 | 0,59% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31 204 504 | 334 561 | 0,57% | Actions |
| VICTORY CAPITAL MANAGEMENT INC | $30 190 473 | 323 689 | 0,56% | Actions |
| Grantham, Mayo, Van Otterloo & Co. LLC | $29 029 075 | 311 237 | 0,53% | Actions |
| Empyrean Capital Partners, LP | $28 820 430 | 309 000 | 0,53% | Actions |
| Public Sector Pension Investment Board | $27 995 737 | 300 158 | 0,52% | Actions |
| Squarepoint Ops LLC | $27 976 896 | 299 956 | 0,52% | Actions |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $25 149 043 | 269 637 | 0,46% | Actions |
| Governors Lane LP | $23 781 612 | 254 976 | 0,44% | Actions |
| Gotham Asset Management, LLC | $22 675 056 | 243 112 | 0,42% | Actions |
| BANK OF NOVA SCOTIA | $22 063 764 | 236 558 | 0,41% | Actions |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $17 135 344 | 183 718 | 0,32% | Actions |
| Vulcan Value Partners, LLC | $16 911 250 | 181 315 | 0,31% | Actions |
| RHUMBLINE ADVISERS | $16 456 690 | 176 442 | 0,30% | Actions |
| NATIXIS | $15 920 163 | 170 689 | 0,29% | Actions |
| Caisse de depot et placement du Quebec | $15 885 094 | 170 313 | 0,29% | Actions |
| California Public Employees Retirement System | $15 874 647 | 170 201 | 0,29% | Actions |
| Swiss National Bank | $15 617 595 | 167 445 | 0,29% | Actions |
| MUFG Securities EMEA plc | $15 444 393 | 165 588 | 0,28% | Actions |
| Magnetar Financial LLC | $15 179 693 | 162 750 | 0,28% | Actions |
| Corient Private Wealth LP | $14 914 903 | 159 911 | 0,27% | Actions |
| Birnam Oak Advisors, LP | $14 731 530 | 157 945 | 0,27% | Actions |
| Cubist Systematic Strategies, LLC | $14 667 432 | 161 039 | 0,27% | Actions |
| AMERIPRISE FINANCIAL INC | $14 442 861 | 154 850 | 0,27% | Actions |
| KLP KAPITALFORVALTNING AS | $14 102 424 | 151 200 | 0,26% | Actions |
| Balyasny Asset Management L.P. | $13 990 500 | 150 000 | 0,26% | Option d'achat |
| CAXTON ASSOCIATES LP | $13 989 846 | 200 055 | 0,26% | Actions |
| Nearwater Capital Markets, Ltd | $13 524 150 | 145 000 | 0,25% | Actions |
| BlackRock, Inc. | $13 236 132 | 141 912 | 0,24% | Actions |
| ALGERT GLOBAL LLC | $12 697 778 | 136 140 | 0,23% | Actions |
| NORDEA INVESTMENT MANAGEMENT AB | $12 495 334 | 133 312 | 0,23% | Actions |
| NINE MASTS CAPITAL Ltd | $12 128 364 | 130 035 | 0,22% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $12 106 726 | 129 803 | 0,22% | Actions |
| Illinois Municipal Retirement Fund | $11 967 194 | 128 307 | 0,22% | Actions |
| Alberta Investment Management Corp | $11 658 750 | 125 000 | 0,21% | Actions |
| Legal & General Group Plc | $11 540 016 | 123 727 | 0,21% | Actions |
| CITADEL ADVISORS LLC | $11 111 628 | 119 134 | 0,20% | Actions |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10 969 205 | 117 607 | 0,20% | Actions |
| Mirae Asset Global Investments Co., Ltd. | $10 949 991 | 117 401 | 0,20% | Actions |
| BARCLAYS PLC | $10 913 151 | 117 006 | 0,20% | Actions |
| JANE STREET GROUP, LLC | $10 850 099 | 116 330 | 0,20% | Actions |
| TWO SIGMA ADVISERS, LP | $10 698 966 | 126 600 | 0,20% | Actions |
| Defiance ETFs, LLC | $10 254 536 | 112 836 | 0,19% | Actions |
| LMR Partners LLP | $9 938 105 | 106 552 | 0,18% | Actions |
| LAZARD ASSET MANAGEMENT LLC | $9 925 514 | 106 417 | 0,18% | Actions |
| Russell Investments Group, Ltd. | $9 635 910 | 103 312 | 0,18% | Actions |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $9 304 348 | 99 576 | 0,17% | Actions |
| Y-Intercept (Hong Kong) Ltd | $9 282 324 | 99 521 | 0,17% | Actions |
| Walleye Trading LLC | $9 006 804 | 96 567 | 0,17% | Actions |
| Quarry LP | $8 600 147 | 92 207 | 0,16% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8 263 722 | 88 600 | 0,15% | Option de vente |
| Woodline Partners LP | $8 172 038 | 87 617 | 0,15% | Actions |
| Weiss Asset Management LP | $8 024 298 | 86 033 | 0,15% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7 859 196 | 101 540 | 0,14% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $7 340 069 | 78 697 | 0,14% | Actions |
| Wick Capital Partners, LLC | $7 330 765 | 200 953 | 0,13% | Actions |
| S.A.C. Capital Advisors (Hong Kong) Ltd. | $7 305 982 | 80 215 | 0,13% | Actions |
| Hudson Bay Capital Management LP | $7 276 552 | 78 016 | 0,13% | Actions |
| TUDOR INVESTMENT CORP ET AL | $7 209 771 | 77 300 | 0,13% | Option d'achat |
| Centiva Capital, LP | $7 114 542 | 76 279 | 0,13% | Actions |
| AMERICAN CENTURY COMPANIES INC | $7 055 596 | 75 647 | 0,13% | Actions |
| PRUDENTIAL FINANCIAL INC | $7 021 645 | 75 283 | 0,13% | Actions |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6 863 459 | 73 587 | 0,13% | Actions |
| New York Life Investment Management LLC | $6 421 266 | 68 846 | 0,12% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $5 991 547 | 64 239 | 0,11% | Actions |
Initiés de la société 26 initiés · 6 dirigeants · 7 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Grant Brown | SVP & Chief Financial Officer | 17 août 2026 S | 49 268 | 0 | 1 | $-504 952 |
| Mark J. Murphy | Chief Financial Officer | 5 juillet 2018 F | 91 302 | 0 | 0 | $0 |
| Steven J Buhaly | CFO | 2 juin 2016 F | 94 938 | 0 | 0 | $0 |
| Philip Chesley | SVP, High Performance Analog | 17 août 2026 S | 44 021 | 0 | 1 | $-534 982 |
| James L Klein | VP and Pres. Infra. & Defense | 2 juillet 2018 M | 49 742 | 0 | 0 | $0 |
| Michael J. Laber | VP and Corporate Controller | 29 mai 2015 S | 757 | 0 | 0 | $0 |
| Peter A. Feld | Administrateur | 2 juin 2026 S | 5 611 526 | 0 | 2 | $-192 282 223 |
| Walter H Wilkinson | Administrateur | 24 mai 2018 S | 37 045 | 0 | 0 | $0 |
| Daniel A Dileo | Administrateur | 16 mai 2018 M | 24 782 | 0 | 0 | $0 |
| Ralph Quinsey | Administrateur | 7 mars 2018 M | 127 760 | 0 | 0 | $0 |
| Jeffery R Gardner | Administrateur | 30 novembre 2017 G | 31 186 | 0 | 0 | $0 |
| David H Y Ho | Administrateur | 8 août 2017 A | 7 536 | 0 | 0 | $0 |
| Scott C Gibson | Administrateur | 8 août 2017 A | 10 405 | 0 | 0 | $0 |
| Chris Koopmans | — | 12 août 2026 A | 6 160 | 0 | 0 | $0 |
| Roderick Nelson | — | 12 août 2026 A | 12 515 | 0 | 0 | $0 |
| John R Harding | — | 12 août 2026 A | 10 317 | 0 | 0 | $0 |
| Susan Louise Spradley | — | 12 août 2026 A | 14 351 | 0 | 0 | $0 |
| Alan S Lowe | — | 12 août 2026 A | 7 233 | 0 | 0 | $0 |
| Richard L Clemmer | — | 12 août 2026 A | 6 410 | 0 | 0 | $0 |
| Walden C Rhines | — | 12 août 2026 A | 74 065 | 0 | 0 | $0 |
| Judy Bruner | — | 12 août 2026 A | 12 526 | 0 | 0 | $0 |
| Frank P. Stewart | — | 5 août 2026 F | 51 348 | 0 | 0 | $0 |
| Gina Harrison | — | 5 août 2026 F | 26 324 | 0 | 0 | $0 |
| Steven E Creviston | — | 5 août 2026 F | 124 261 | 0 | 0 | $0 |
| Paul J Fego | — | 5 août 2026 F | 79 460 | 0 | 0 | $0 |
| Robert A Bruggeworth | — | 5 août 2026 F | 354 290 | 0 | 1 | $-2 842 305 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 1 participation
Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.
| Déclarant | Déposé | Participation | Statut | Objectif | Dépôt |
|---|---|---|---|---|---|
| Starboard Value LP, STARBOARD VALUE & OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE & OPPORTUNITY S LLC, Starboard Value & Opportunity Master Fund L LP, Starboard Value L LP, Starboard Value R GP LLC, Starboard X Master Fund Ltd, Starboard G Fund, L.P., Starboard Value G GP, LLC, Starboard Value A LP, Starboard Value A GP LLC, Starboard Value GP LLC, Starboard Principal Co LP, Starboard Principal Co GP LLC, Smith Jeffrey C, Feld Peter A ×6 dépôts | 2 juin 2026 | 6,40% | Amendement | — | 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.
Détention d'ETF Détenu par 116 ETFs
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| VERS · ProShares Trust | 3,63% | 2 549 NS | 31 mai 2026 | N-PORT |
| PSCT · Invesco Exchange-Traded Fund Trust … | 3,36% | 175 150 SH | 8 août 2026 | Quotidien |
| MNA · New York Life Investments ETF Trust | 2,59% | 68 393 NS | 30 avril 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 2,02% | 331 NS | 30 avril 2026 | N-PORT |
| ARB · AltShares Trust | 1,93% | 19 195 NS | 31 mai 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 1,82% | 59 173 SH | 8 août 2026 | Quotidien |
| CVAR · ETF Opportunities Trust | 1,46% | 5 989 NS | 30 avril 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,33% | 209 614 NS | 30 avril 2026 | N-PORT |
| GURU · Global X Funds | 1,23% | 7 600 NS | 30 avril 2026 | N-PORT |
| DTEC · ALPS ETF Trust | 1,18% | 8 459 NS | 31 mai 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,81% | 297 553 NS | 30 avril 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,69% | 44 340 NS | 30 avril 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,69% | 1 653 NS | 30 avril 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,57% | 14 706 SH | 8 août 2026 | Quotidien |
| SOVF · Elevation Series Trust | 0,57% | 5 654 NS | 30 avril 2026 | N-PORT |
| IJT · iShares Trust | 0,54% | 468 140 SH | 8 août 2026 | Quotidien |
| FHEQ · Fidelity Greenwood Street Trust | 0,52% | 45 954 NS | 30 avril 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,52% | 17 289 NS | 31 mai 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,51% | 60 061 SH | 8 août 2026 | Quotidien |
| XJR · iShares Trust | 0,48% | 9 485 SH | 8 août 2026 | Quotidien |
| FLOW · Global X Funds | 0,43% | 1 191 NS | 31 mai 2026 | N-PORT |
| IJR · iShares Trust | 0,42% | 4 884 199 SH | 8 août 2026 | Quotidien |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,40% | 280 051 SH | 8 août 2026 | Quotidien |
| FYEE · Fidelity Greenwood Street Trust | 0,40% | 7 007 NS | 30 avril 2026 | N-PORT |
| SAA · ProShares Trust | 0,39% | 1 009 NS | 31 mai 2026 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0,38% | 751 NS | 30 avril 2026 | N-PORT |
| SOXQ · Invesco Exchange-Traded Fund Trust … | 0,35% | 101 094 SH | 8 août 2026 | Quotidien |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,35% | 16 006 NS | 30 avril 2026 | N-PORT |
| MADE · iShares Trust | 0,34% | 2 286 SH | 8 août 2026 | Quotidien |
| ITAN · EA Series Trust | 0,31% | 2 657 NS | 29 mai 2026 | N-PORT |
| SMMV · iShares Trust | 0,31% | 9 327 SH | 8 août 2026 | Quotidien |
| IJS · iShares Trust | 0,30% | 263 860 SH | 8 août 2026 | Quotidien |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,30% | 62 882 SH | 8 août 2026 | Quotidien |
| SNSR · Global X Funds | 0,30% | 7 182 NS | 31 mai 2026 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 0,26% | 7 913 NS | 30 avril 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 19 078 NS | 30 avril 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,24% | 50 025 SH | 8 août 2026 | Quotidien |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 169 245 NS | 30 avril 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,21% | 14 066 NS | 30 avril 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,21% | 169 265 NS | 30 avril 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0,19% | 5 615 NS | 30 avril 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,19% | 5 790 000 | 8 août 2026 | Quotidien |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 43 649 NS | 30 avril 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 0,19% | 12 276 NS | 30 avril 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,17% | 43 258 NS | 30 avril 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,16% | 242 998 NS | 30 avril 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,16% | 228 121 NS | 31 mai 2026 | N-PORT |
| ISCG · iShares Trust | 0,16% | 16 815 SH | 8 août 2026 | Quotidien |
| VBR · VANGUARD INDEX FUNDS | 0,16% | 1 153 244 SH | 8 août 2026 | Quotidien |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 34 439 NS | 30 avril 2026 | N-PORT |