BMRN BioMarin Pharmaceutical Inc. - Common Stock
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BioMarin Pharmaceutical Inc. is an American biotechnology company headquartered in San Rafael, California. It has offices and facilities in the United States, South America, Asia, and Europe. BioMarin's core business and research are in enzyme replacement therapies (ERTs). BioMarin was the first company to provide therapeutics for mucopolysaccharidosis type I, by manufacturing laronidase. BioMarin was also the first company to provide therapeutics for phenylketonuria (PKU).
Baca selengkapnya
BioMarin Pharmaceutical Inc. is an American biotechnology company headquartered in San Rafael, California. It has offices and facilities in the United States, South America, Asia, and Europe. BioMarin's core business and research are in enzyme replacement therapies (ERTs). BioMarin was the first company to provide therapeutics for mucopolysaccharidosis type I (MPS I), by manufacturing laronidase (Aldurazyme, commercialized by Genzyme Corporation). BioMarin was also the first company to provide therapeutics for phenylketonuria (PKU).
Over the years, BioMarin has been criticised for drug pricing and for specific instances of denying access to drugs in clinical trials.
History
BioMarin was founded in 1997 by Christopher Starr Ph.D. and Grant W. Denison Jr. with an investment of a $1.5 million from Glyko Biomedical and went public in 1999. Seed investors were amongst others MPM Bioventures, Grosvenor Fund and Florian Schönharting.
Business development
In 2002, BioMarin acquired Glyko Biomedical.
In 2009, BioMarin acquired Huxley Pharmaceuticals, Inc. (Huxley), which had rights to a proprietary form of 3,4-diaminopyridine (3,4-DAP), amifampridine phosphate. In 2010, BioMarin was granted marketing approval by the European Commission for 3,4-diaminopyridine (3,4-DAP), amifampridine phosphate for the treatment of the rare autoimmune disease Lambert–Eaton myasthenic syndrome (LEMS). BioMarin launched the product under the name Firdapse.
In 2010, BioMarin acquired LEAD Therapeutics, Inc. (LEAD), a small private drug discovery and early stage development company with key compound LT-673, an orally available poly (ADP-ribose) polymerase (PARP) inhibitor studied for the treatment of patients with rare, genetically defined cancers. This acquisition was followed by the purchase of ZyStor Therapeutics, Inc. (ZyStor), a privately held biotechnology company developing ERTs for the treatment of lysosomal storage disorders and its lead product candidate, ZC-701, a fusion of insulin-like growth factor 2 and alpha glucosidase (IGF2-GAA) in development for Pompe disease. At its R&D day in October 2010, BioMarin also announced a new program for a peptide therapeutic, vosoritide (BMN-111), for the treatment of achondroplasia.
In 2012, BioMarin acquired Zacharon Pharmaceuticals, a private biotechnology company based in San Diego focused on developing small molecules targeting pathways of glycan metabolism.
In 2014, BioMarin acquired a histone deacetylase inhibitor chemical library from Repligen for $2 million with the intention of advancing work toward therapies for Friedreich's ataxia and other neurological disorders.
In November 2014, the company agreed to the acquisition of Prosensa for up to $840 million; however, the range of treatments for Duchenne muscular dystrophy failed to attain FDA approval, and development ceased in May 2016.
In October 2019 it was revealed that the group will open an office in Dublin to support further growth through Europe, the Middle East and Asia.
In December 2025, BioMarin agreed to acquire Amicus Therapeutics for $4.8 billion.
Acquisition history
The following is an illustration of the company's major mergers and acquisitions and historical predecessors (this is not a comprehensive list):
Products
As of 2022, BioMarin has six products on the market, each of which is an orphan drug.
Tetrahydrobiopterin (branded as Kuvan) (sapropterin dihydrochloride), a small molecule drug for phenylketonuria, introduced in 2007 as the first medication-based intervention to treat phenylketonuria
Arylsulfatase B (branded as Naglazyme) (galsulfase), a recombinant protein therapeutic for Maroteaux–Lamy syndrome (also called mucopolysaccharidosis type VI)
Iduronidase (branded as Aldurazyme), a recombinant protein therapeutic for mucopolysaccharidosis I
Amifampridine (branded as Firdapse), a small molecule drug for Lambert–Eaton myasthenic syndrome (as of 2013 approved in the EU only)
Elosulfase alfa (branded as Vimizim), is the only enzyme replacement therapy to address the cause of Morquio A Syndrome (MPS IVA), which affects an estimated 3,000 patients in the developed world. The disease occurs as a result of a deficiency of activity in an enzyme involved in glycosaminoglycan (GAG) metabolism.
Cerliponase alfa (branded as Brineura), is an enzyme replacement treatment for Batten disease, which is a form of neuronal ceroid lipofuscinosis. It was approved in 2017.
Valoctocogene roxaparvovec (branded as Roctavian) is an adeno-associated viral vector for treatment of hemophilia A that aims to transfer a working copy of the Factor VIII gene into patients who lack one. It was approved in the EU in August 2022.
Biomarin is working to develop several new drugs.
Controversies
In 2010, BioMarin became involved in controversy surrounding 3,4-diaminopyridine (3,4-DAP). BioMarin markets a phosphate salt of 3,4-DAP under the name Firdapse. In 2010, BioMarin was granted exclusive licensing rights to Firdapse for 10 years. As a result, the price of a prescribed National Health Service treatment course has increased from $1,987 for the unlicensed drug to $69,970 for Firdapse. The company states that prior to its licensing, there was no guaranteed quality control of the product and no way of formally monitoring for uncommon side effects through the regulatory process.
In 2013, BioMarin Pharmaceuticals was at the center of a high-profile debate regarding expanded access of cancer patients to experimental drugs. On the advice of her doctor, Andrea Sloan, a patient with advanced ovarian cancer, requested that the company provide her with access to BMN 673, an unapproved PARP inhibitor drug candidate that had exhibited promising activity in a small Phase 1 clinical trial. The company declined, citing safety concerns. Ms. Sloan eventually received a similar drug candidate from a different company.
In 2015, there was another controversy over expanded access, concerning the supply of a drug on clinical trial to a German child who was suffering from a brain disorder but who was not part of the trial.
In April 2019, the BBC reported that patients who took part in a trial treatment for the drug Kuvan (sapropterin hydrochloride) were later denied access to it. The company was criticised by the NHS and Stephen Hammond MP for patient profiteering. The company commented the following in response: "BioMarin is disappointed that the NHS England has not recognised the value of treating PKU patients with Kuvan, despite more than a decade of positive patient outcomes across 26 countries in Europe, Russia and Turkey"
In June 2019, a Belgian court ordered BioMarin to continue supplying Vimizim to a young girl suffering from Morquio syndrome free of charge. BioMarin stopped providing free Vimizim at the beginning of the year after negotiations with Belgian health authorities regarding reimbursement of the product repeatedly failed. This caused the parents to start legal proceedings to force the company to keep providing the medicine free of charge. BioMarin was ordered in a preliminary injunction to keep doing so until a definitive judgment would be rendered, or until the medicine would be available on the Belgian market at a reasonable price.
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BMRN Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
BMRN Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
BMRN Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
- Beli Kuat 10 30,3%
- Beli 16 48,5%
- Tahan 7 21,2%
- Jual 0 0,0%
- Jual Kuat 0 0,0%
Target Harga 12 Bulan
26 analis · 2026-08-21Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
| Periode | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|
| 30 Juni 2026 | $0.73 | $0.70 | 0.03% |
| 31 Maret 2026 | $0.54 | $0.77 | -0.23% |
| 31 Des. 2025 | $-0.24 | $0.64 | -0.88% |
| 30 Sep. 2025 | $-0.16 | $0.38 | -0.54% |
| 30 Juni 2025 | $1.23 | $0.85 | 0.38% |
| 31 Maret 2025 | $0.95 | $0.72 | 0.23% |
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| BMRN | $11.43B | 33.0 | 12.9% | 10.8% | 5.8% | — |
| UTHR | $21.27B | 17.5 | 10.6% | 41.9% | 18.7% | 87.9% |
| BBIO | $14.90B | -20.2 | 126.3% | -146.0% | 41.2% | — |
| NBIX | $14.20B | 30.4 | 21.4% | 16.7% | 16.1% | — |
| EXEL | $11.44B | 15.7 | 7.0% | 33.7% | 37.3% | — |
| ARWR | $4.68B | -3449.0 | 23258.2% | -0.20% | -0.50% | — |
| MDGL | $13.30B | -45.3 | 432.1% | -30.1% | -44.4% | — |
| HALO | $7.93B | 26.3 | 37.5% | 22.7% | 166.1% | — |
| CYTK | $7.81B | -9.7 | 376.6% | -891.6% | 152.7% | — |
| KYMR | $6.33B | -21.1 | -16.7% | -794.0% | -24.4% | — |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi 16
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.22B | $2.85B | $2.42B | $2.10B | $1.85B | $1.86B | $1.70B | $1.49B | $1.31B | $1.12B | $890M | $749M | |
| Cost of Revenue | $717M | $580M | $532M | $503M | $471M | $524M | $359M | $315M | $242M | $210M | $152M | $122M | |
| R&D Expense | $922M | $747M | $747M | $650M | $629M | $628M | $715M | $696M | $611M | $662M | $635M | $462M | |
| SG&A Expense | $1.15B | $1.01B | $892M | $823M | $759M | $738M | $681M | $604M | $554M | $477M | $402M | $302M | |
| Operating Expenses | $2.81B | $2.37B | $2.23B | $1.94B | $1.93B | $1.90B | $1.80B | $1.61B | $1.33B | $1.92B | $1.00B | $842M | |
| Operating Income | $409M | $484M | $186M | $161M | $-82M | $-43M | $-100M | $-124M | $-15M | $-803M | $-111M | $-93M | |
| Interest Expense | · | · | $17M | $16M | $15M | $29M | $23M | $44M | $43M | $39M | $38M | $37M | |
| Interest Income | $75M | $75M | $58M | $18M | $10M | $17M | $23M | $23M | $15M | $7M | $5M | $6M | |
| Pretax Income | $482M | $542M | $189M | $150M | $-75M | $-49M | $-95M | $-143M | $-36M | $-831M | $-155M | $-125M | |
| Income Tax | $134M | $115M | $21M | $8M | $-11M | $-903M | $-71M | $-65M | $81M | $-201M | $17M | $9M | |
| Net Income | $349M | $427M | $168M | $142M | $-64M | $854M | $-24M | $-77M | $-117M | $-630M | $-172M | $-134M | |
| EPS (Basic) | $1.82 | $2.25 | $0.89 | $0.76 | $-0.35 | $4.72 | $-0.13 | $-0.44 | $-0.67 | $-3.80 | $-1.07 | $-0.92 | |
| EPS (Diluted) | $1.80 | $2.21 | $0.87 | $0.75 | $-0.35 | $4.50 | $-0.13 | $-0.44 | $-0.67 | $-3.81 | $-1.07 | $-0.92 | |
| Shares (Basic) | 191,787,000 | 190,027,000 | 187,834,000 | 185,266,000 | 182,852,000 | 180,804,000 | 179,039,000 | 177,061,000 | 174,427,000 | 165,985,000 | 160,025,000 | 146,349,000 | |
| Shares (Diluted) | 197,394,000 | 196,708,000 | 191,595,000 | 188,963,000 | 182,852,000 | 191,678,000 | 179,039,000 | 177,268,000 | 174,427,000 | 166,219,000 | 160,025,000 | 146,349,000 | |
| EBITDA | $489M | $581M | $262M | $252M | $26M | $68M | $5M | $-28M | $73M | $-707M | $-64M | $-93M |
Neraca 28
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.31B | $943M | $755M | $725M | $587M | $649M | $437M | $494M | $598M | $408M | $397M | $875M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $798M | $381M | $196M | $70M | |
| Receivables | $908M | $661M | $634M | $461M | $373M | $448M | $377M | $343M | $261M | $215M | $165M | $144M | |
| Inventory | $1.30B | $1.23B | $1.11B | $894M | $777M | $699M | $680M | $531M | $476M | $355M | $272M | $199M | |
| Prepaid Expense | · | · | · | · | · | · | · | · | · | · | $28M | $35M | |
| Other Current Assets | $186M | $202M | $141M | $105M | $110M | $130M | $131M | $98M | $74M | $62M | $60M | $109M | |
| Current Assets | $3.95B | $3.23B | $2.96B | $2.75B | $2.27B | $2.34B | $1.94B | $2.06B | $2.21B | $1.42B | $1.09B | $1.40B | |
| PP&E (Net) | $953M | $1.04B | $1.07B | $1.07B | $1.04B | $1.03B | $1.01B | $949M | $897M | $799M | $704M | $524M | |
| PP&E (Gross) | $2.03B | $1.93B | $1.93B | $1.88B | $1.76B | $1.67B | $1.56B | $1.42B | $1.30B | $1.14B | $983M | $752M | |
| Accum. Depreciation | $1.07B | $892M | $867M | $802M | $721M | $636M | $549M | $473M | $407M | $343M | $279M | $229M | |
| Goodwill | $196M | $196M | $196M | $196M | $196M | $196M | $197M | $197M | $197M | $197M | $197M | $54M | |
| Intangibles | $214M | $255M | $295M | $339M | $389M | $417M | $457M | $492M | $518M | $554M | $684M | $157M | |
| Other Non-current Assets | $277M | $251M | $172M | $176M | $152M | $142M | $122M | $37M | $30M | $33M | $409M | $55M | |
| Total Assets | $7.59B | $6.99B | $6.84B | $6.38B | $6.00B | $5.85B | $4.69B | $4.43B | $4.63B | $4.02B | $3.73B | $2.48B | |
| Accounts Payable | $759M | $607M | $683M | $573M | $498M | $493M | $571M | $437M | $402M | $371M | $393M | $232M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | $98M | |
| Current Liabilities | $759M | $607M | $1.18B | $589M | $546M | $493M | $933M | $523M | $817M | $439M | $445M | $236M | |
| Capital Leases | $37M | $31M | $38M | $26M | $32M | $40M | $44M | · | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | $0 | $144M | · | |
| Other Non-current Liabilities | $151M | $129M | $120M | $100M | $98M | $114M | $98M | $59M | $59M | $42M | $45M | $30M | |
| Total Liabilities | $1.51B | $1.33B | $1.89B | $1.77B | $1.74B | $1.74B | $1.57B | $1.46B | $1.82B | $1.26B | $1.33B | $947M | |
| Long-term Debt | $597M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $192.0K | $191.0K | $189.0K | $186.0K | $184.0K | $182.0K | $180.0K | $178.0K | $176.0K | $173.0K | $162.0K | $149.0K | |
| Retained Earnings | $154M | $-195M | $-622M | $-789M | $-931M | $-862M | $-1.72B | $-1.69B | $-1.64B | $-1.52B | $-1.02B | $-850M | |
| AOCI | $-13M | $62M | $-29M | $-4M | $14M | $-16M | $20M | $5M | $-23M | $13M | $21M | $27M | |
| Stockholders' Equity | $6.09B | $5.66B | $4.95B | $4.60B | $4.27B | $4.10B | $3.12B | $2.97B | $2.81B | $2.77B | $2.40B | $1.53B | |
| Liabilities + Equity | $7.59B | $6.99B | $6.84B | $6.38B | $6.00B | $5.85B | $4.69B | $4.43B | $4.63B | $4.02B | $3.73B | $2.48B | |
| Shares Outstanding | 192,300,101 | 190,761,000 | 188,598,000 | 186,251,000 | 183,913,000 | 181,741,000 | 179,838,000 | 178,252,954 | 175,843,749 | 172,647,588 | 161,526,044 | 149,093,647 |
Arus Kas 16
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $80M | $96M | $104M | $102M | $108M | $105M | $105M | $96M | $88M | $97M | $47M | $46M | |
| Stock-based Comp | $181M | $202M | $207M | $196M | $197M | $190M | $160M | $149M | $140M | $135M | $112M | $86M | |
| Deferred Tax | $49M | $56M | $-45M | $-52M | $-16M | $-890M | $-83M | $-68M | $44M | $-228M | $-77M | $-26M | |
| Amort. of Intangibles | $19M | $43M | $62M | $67M | · | · | · | · | · | · | · | $10M | |
| Other Non-cash | $169M | $-208M | $-275M | $-212M | $79M | $-180M | $-110M | $-79M | $-164M | $399M | $-132M | · | |
| Operating Cash Flow | $828M | $573M | $159M | $176M | $305M | $85M | $48M | $20M | $-9M | $-228M | $-219M | $-70M | |
| CapEx | $103M | $85M | $97M | $121M | $96M | $114M | $145M | $145M | $199M | $148M | $228M | $117M | |
| Investing Cash Flow | $-414M | $136M | $-111M | $-20M | $-366M | $-54M | $-31M | $264M | $-305M | $-484M | · | · | |
| Stock Issued | · | · | · | · | · | · | · | $0 | $0 | $713M | $888M | $117M | |
| Stock Repurchased | · | · | · | $0 | $0 | $50M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | · | · | · | $0 | $0 | $-50M | · | $0 | $0 | $713M | $888M | $117M | |
| Financing Cash Flow | $-42M | $-526M | $-19M | $-19M | $-48.0K | $181M | $-75M | $-388M | $507M | $727M | · | · | |
| Net Change in Cash | $369M | $188M | $31M | $137M | $-62M | $212M | $-57M | $-104M | $190M | $11M | $-478M | $307M | |
| Taxes Paid | $96M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $725M | $487M | $63M | $55M | $209M | $-29M | $-97M | $-124M | $-208M | $-376M | $-449M | $-192M | |
| Levered FCF | · | · | $47M | $40M | $196M | $566M | $-103M | $-148M | $-347M | $-406M | $-492M | $-232M |
Profitabilitas 7
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 12.7% | 17.0% | 6.5% | 7.1% | -4.5% | -2.0% | -5.9% | -8.3% | -1.1% | -71.9% | -12.4% | -12.4% | |
| Net Margin | 10.8% | 15.0% | 6.9% | 6.8% | -3.5% | 46.2% | -1.4% | -5.2% | -8.9% | -56.4% | -19.3% | -17.8% | |
| Pretax Margin | 15.0% | 19.0% | 7.8% | 7.1% | -4.1% | -2.3% | -5.6% | -9.6% | -2.7% | -74.4% | -17.4% | -16.6% | |
| EBITDA Margin | 15.2% | 20.3% | 10.8% | 12.0% | 1.4% | 3.7% | 0.28% | -1.9% | 5.6% | -63.3% | -7.1% | -12.4% | |
| ROA | 4.8% | 6.2% | 2.5% | 2.3% | -1.1% | 16.3% | -0.52% | -1.7% | -2.7% | -16.3% | -5.5% | -5.7% | |
| ROE | 5.8% | 7.7% | 3.4% | 3.1% | -1.5% | 21.1% | -0.77% | -2.6% | -4.2% | -24.4% | -8.8% | -9.3% | |
| ROIC | 4.9% | 6.7% | 2.8% | 3.1% | -1.6% | 18.2% | -0.81% | -2.2% | -1.7% | -22.0% | -5.1% | -6.5% |
Likuiditas & Solvabilitas 3
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 5.2 | 5.3 | 2.5 | 4.7 | 4.2 | 4.8 | 2.1 | 3.9 | 2.7 | 3.2 | 2.4 | 6.0 | |
| Quick Ratio | 2.9 | 2.6 | 1.2 | 2.0 | 1.8 | 2.2 | 0.9 | 1.6 | 2.0 | 2.3 | 1.7 | 4.6 | |
| Interest Coverage | · | · | 9.1 | 9.4 | -5.4 | -1.3 | -4.3 | -2.8 | -0.3 | -20.3 | -2.9 | -2.5 |
Efisiensi 3
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Inventory Turnover | 0.6 | 0.5 | 0.5 | 0.6 | 0.6 | 0.8 | 0.6 | 0.6 | 0.6 | 0.7 | 0.6 | 0.7 | |
| Receivables Turnover | 4.1 | 4.4 | 4.4 | 5.0 | 4.5 | 4.5 | 4.7 | 4.9 | 5.5 | 5.9 | 5.8 | 5.7 |
Tingkat Pertumbuhan 9
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.9% | 18.0% | 15.4% | 13.5% | -0.76% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.4% | 15.6% | 9.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -18.6% | 154.0% | 16.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 33.9% | · | -42.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -16.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.3% | 154.6% | 18.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 35.1% | · | -41.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -16.4% | · | · | · | · | · | · | · | · | · | · | · |
Valuasi (TTM) 10
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.22B | $2.85B | $2.42B | $2.10B | $1.85B | $1.86B | $1.70B | $1.49B | $1.31B | $1.12B | $890M | $749M | |
| Net Income TTM | $349M | $427M | $168M | $142M | $-64M | $854M | $-24M | $-77M | $-117M | $-630M | $-172M | $-134M | |
| Market Cap | $11.43B | $12.54B | $18.18B | $19.28B | $16.25B | $15.94B | $15.21B | $15.18B | $15.68B | $14.30B | $16.92B | $13.48B | |
| P/E | 33.0 | 29.7 | 110.8 | 138.0 | -252.4 | 19.5 | -650.4 | -193.5 | -133.1 | -21.7 | -97.9 | -98.3 | |
| P/S | 3.5 | 4.4 | 7.5 | 9.2 | 8.8 | 8.6 | 8.9 | 10.2 | 11.9 | 12.8 | 19.0 | 18.0 | |
| P/B | 1.9 | 2.2 | 3.7 | 4.2 | 3.8 | 3.9 | 4.9 | 5.1 | 5.6 | 5.2 | 7.0 | 8.8 | |
| P / Tangible Book | 2.0 | 2.4 | 4.1 | 4.7 | 4.4 | 4.6 | · | · | · | · | · | · | |
| P / Cash Flow | 13.8 | 21.9 | 114.2 | 109.6 | 53.4 | 186.7 | 315.1 | 751.1 | -1790.6 | -62.8 | -76.3 | -183.3 | |
| P / FCF | 15.8 | 25.7 | 290.6 | 350.8 | 77.8 | -550.6 | -157.1 | -122.0 | -75.4 | -38.0 | -37.7 | -70.1 | |
| Earnings Yield | 3.0% | 3.4% | 0.90% | 0.72% | -0.40% | 5.1% | -0.15% | -0.52% | -0.75% | -4.6% | -1.0% | -1.0% |
Laporan Laba Rugi 16
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $990M | $766M | $875M | $776M | $825M | $745M | $747M | $746M | $712M | $649M | $646M | $581M | $595M | $596M | $538M | $505M | |
| Cost of Revenue | $203M | $195M | $276M | $140M | $150M | $152M | $136M | $188M | $130M | $125M | $138M | $128M | $131M | $135M | $147M | $116M | |
| R&D Expense | $207M | $179M | $192M | $409M | $161M | $159M | $174M | $185M | $184M | $205M | $206M | $191M | $177M | $172M | $173M | $158M | |
| SG&A Expense | $396M | $258M | $446M | $268M | $232M | $206M | $267M | $253M | $263M | $226M | $260M | $216M | $206M | $211M | $215M | $217M | |
| Operating Expenses | $879M | $637M | $919M | $823M | $549M | $521M | $586M | $632M | $592M | $560M | $619M | $551M | $530M | $534M | $551M | $508M | |
| Operating Income | $111M | $130M | $-45M | $-47M | $277M | $224M | $161M | $114M | $120M | $88M | $27M | $31M | $66M | $62M | $-13M | $-2M | |
| Interest Expense | $61M | $10M | · | · | $2M | $2M | · | · | · | $4M | · | $4M | $4M | $4M | · | $5M | |
| Interest Income | $10M | $23M | $19M | $18M | $19M | $19M | $18M | $18M | $20M | $19M | $18M | $16M | $13M | $12M | $9M | $5M | |
| Pretax Income | $61M | $141M | $-27M | $-26M | $298M | $238M | $170M | $134M | $132M | $106M | $19M | $42M | $71M | $57M | $-18M | $-2M | |
| Income Tax | $17M | $36M | $19M | $4M | $57M | $52M | $45M | $28M | $25M | $17M | $-1M | $1M | $15M | $6M | $-17M | $5M | |
| Net Income | $45M | $106M | $-47M | $-31M | $241M | $186M | $125M | $106M | $107M | $89M | $20M | $40M | $56M | $51M | $-249.0K | $-7M | |
| EPS (Basic) | $0.23 | $0.55 | $-0.24 | $-0.16 | $1.25 | $0.97 | $0.66 | $0.56 | $0.56 | $0.47 | $0.11 | $0.21 | $0.30 | $0.27 | $-0.01 | $-0.04 | |
| EPS (Diluted) | $0.23 | $0.54 | $-0.22 | $-0.16 | $1.23 | $0.95 | $0.65 | $0.55 | $0.55 | $0.46 | $0.10 | $0.21 | $0.29 | $0.27 | $0.01 | $-0.04 | |
| Shares (Basic) | 193,423,000 | 192,497,000 | -383,119,000 | 192,032,000 | 191,907,000 | 190,967,000 | -379,382,000 | 190,429,000 | 190,114,000 | 188,866,000 | -375,000,000 | 188,219,000 | 187,948,000 | 186,667,000 | -369,575,000 | 185,597,000 | |
| Shares (Diluted) | 194,467,000 | 197,671,000 | -388,203,000 | 192,032,000 | 197,091,000 | 196,474,000 | -400,206,000 | 197,147,000 | 200,505,000 | 199,262,000 | -388,939,000 | 191,173,000 | 194,998,000 | 194,363,000 | -378,968,000 | 185,597,000 | |
| EBITDA | $111M | $146M | · | $-47M | $277M | $246M | · | $114M | $120M | $116M | · | $26M | $59M | $86M | · | $-2M |
Neraca 25
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $874M | $2.22B | $1.31B | $1.25B | $1.21B | $1.05B | $943M | $675M | $972M | $747M | · | $785M | $694M | $580M | · | $762M | |
| Receivables | $1.06B | $904M | $908M | $790M | $856M | $739M | $661M | $778M | $691M | $637M | · | $572M | $610M | $598M | · | $420M | |
| Inventory | $1.78B | $1.27B | $1.30B | $1.38B | $1.34B | $1.27B | $1.23B | $1.18B | $1.18B | $1.14B | · | $1.03B | $976M | $919M | · | $839M | |
| Other Current Assets | $254M | $206M | $186M | $204M | $177M | $182M | $202M | $169M | $160M | $163M | · | $225M | $193M | $173M | · | $150M | |
| Current Assets | $3.97B | $4.61B | $3.95B | $3.85B | $3.81B | $3.47B | $3.23B | $3.06B | $3.26B | $2.99B | · | $2.96B | $2.95B | $2.84B | · | $2.68B | |
| PP&E (Net) | $990M | $958M | $953M | $1.04B | $1.03B | $1.03B | $1.04B | $1.05B | $1.05B | $1.06B | · | $1.07B | $1.07B | $1.07B | · | $1.05B | |
| PP&E (Gross) | $2.10B | $2.05B | $2.03B | $1.99B | $1.96B | $1.94B | $1.93B | $1.91B | $1.96B | $1.95B | · | $1.92B | $1.90B | $1.88B | · | $1.83B | |
| Accum. Depreciation | $1.11B | $1.09B | $1.07B | $950M | $931M | $908M | $892M | $869M | $910M | $888M | · | $851M | $829M | $807M | · | $782M | |
| Goodwill | $656M | $196M | $196M | $196M | $196M | $196M | $196M | $196M | $196M | $196M | · | $196M | $196M | $196M | · | $196M | |
| Intangibles | $4.88B | $205M | $214M | $233M | $240M | $247M | $255M | $261M | $266M | $280M | · | $302M | $310M | $326M | · | $354M | |
| Other Non-current Assets | $338M | $276M | $277M | $271M | $249M | $236M | $251M | $199M | $191M | $185M | · | $165M | $144M | $150M | · | $152M | |
| Total Assets | $11.72B | $8.59B | $7.59B | $7.61B | $7.46B | $7.15B | $6.99B | $6.85B | $7.07B | $6.87B | · | $6.76B | $6.56B | $6.43B | · | $6.26B | |
| Accounts Payable | $1.01B | $793M | $759M | $798M | $684M | $628M | $607M | $716M | $572M | $594M | · | $670M | $597M | $598M | · | $493M | |
| Current Liabilities | $1.66B | $793M | $759M | $798M | $684M | $628M | $607M | $716M | $1.07B | $1.09B | · | $1.16B | $597M | $598M | · | $521M | |
| Capital Leases | · | · | $37M | · | · | · | $31M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $210M | $155M | $151M | $163M | $149M | $130M | $129M | $128M | $119M | $117M | · | $105M | $98M | $92M | · | $92M | |
| Total Liabilities | $5.40B | $2.38B | $1.51B | $1.56B | $1.43B | $1.35B | $1.33B | $1.44B | $1.78B | $1.80B | · | $1.86B | $1.78B | $1.77B | · | $1.70B | |
| Long-term Debt | $4.19B | $1.43B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $4.19B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $194.0K | $193.0K | $192.0K | $192.0K | $192.0K | $192.0K | $191.0K | $191.0K | $190.0K | $190.0K | · | $188.0K | $188.0K | $188.0K | · | $186.0K | |
| Retained Earnings | $304M | $260M | $154M | $201M | $232M | $-9M | $-195M | $-320M | $-426M | $-533M | · | $-642M | $-682M | $-738M | · | $-789M | |
| AOCI | $-9M | $-4M | $-13M | $-34M | $-45M | $19M | $62M | $5M | $27M | $-1M | · | $6M | $-19M | $-11M | · | $31M | |
| Stockholders' Equity | $6.32B | $6.21B | $6.09B | $6.06B | $6.03B | $5.79B | $5.66B | $5.41B | $5.29B | $5.07B | $4.95B | $4.90B | $4.78B | $4.66B | $4.60B | $4.57B | |
| Liabilities + Equity | $11.72B | $8.59B | $7.59B | $7.61B | $7.46B | $7.15B | $6.99B | $6.85B | $7.07B | $6.87B | · | $6.76B | $6.56B | $6.43B | · | $6.26B | |
| Shares Outstanding | 193,535,556 | 193,268,870 | 192,300,101 | 192,098,751 | 192,001,650 | 191,755,802 | 190,761,349 | 190,553,918 | 190,355,517 | 189,776,577 | 188,598,000 | 188,339,482 | 188,151,695 | 187,601,106 | 186,251,000 | 185,824,253 |
Arus Kas 13
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $98M | $16M | $20M | $18M | $19M | $22M | $24M | $19M | $26M | $27M | $27M | $26M | $25M | $26M | $25M | $25M | |
| Stock-based Comp | $76M | $43M | $47M | $49M | $48M | $38M | $52M | $43M | $48M | $58M | $55M | $48M | $50M | $54M | $47M | $55M | |
| Deferred Tax | $-7M | $9M | $613.0K | $-14M | $33M | $28M | $42M | $12M | $1M | $285.0K | $-25M | $-15M | $1M | $-6M | $-51M | $-4M | |
| Amort. of Intangibles | $73M | $4M | $5M | $5M | $5M | $5M | $10M | $5M | $14M | $14M | $15M | $16M | $16M | $16M | · | · | |
| Restructuring | $56M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $46M | · | · | · | $-99M | · | · | · | $-128M | · | · | · | $-199M | · | · | |
| Operating Cash Flow | $168M | $221M | $100M | $369M | $185M | $174M | $186M | $221M | $119M | $47M | $27M | $136M | $70M | $-74M | $7M | $158M | |
| CapEx | $29M | $21M | $41M | $28M | $17M | $17M | $20M | $18M | $21M | $26M | $29M | $22M | $22M | $24M | $36M | $29M | |
| Investing Cash Flow | $-5.10B | $726M | $-42M | $-331M | $-13M | $-28M | $76M | $-16M | $90M | $-14M | $-65M | $-46M | $30M | $-30M | $-55M | $-23M | |
| Financing Cash Flow | $2.74B | $813M | $3M | $-2M | $-5M | $-39M | $3M | $-499M | $13M | $-43M | $11M | $-788.0K | $12M | $-41M | $11M | $8M | |
| Net Change in Cash | $-2.20B | $1.76B | $62M | $36M | $165M | $106M | $267M | $-297M | $225M | $-8M | $-30M | $91M | $114M | $-144M | $-37M | $142M | |
| Free Cash Flow | · | $200M | · | · | · | $158M | · | · | · | $21M | · | · | · | $-98M | · | · | |
| Levered FCF | · | $193M | · | · | · | · | · | · | · | $18M | · | · | · | $-102M | · | · |
Profitabilitas 7
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 11.2% | 16.9% | · | -6.0% | 33.6% | 30.0% | · | 15.3% | 16.9% | 13.6% | · | 4.4% | 9.9% | 10.0% | · | -0.48% | |
| Net Margin | 4.5% | 13.8% | · | -4.0% | 29.1% | 24.9% | · | 14.2% | 15.0% | 13.7% | · | 7.0% | 9.4% | 8.5% | · | -1.3% | |
| Pretax Margin | 6.2% | 18.4% | · | -3.4% | 36.1% | 31.9% | · | 18.0% | 18.6% | 16.3% | · | 7.2% | 11.9% | 9.5% | · | -0.38% | |
| EBITDA Margin | 11.2% | 19.1% | · | -6.0% | 33.6% | 33.0% | · | 15.3% | 16.9% | 17.8% | · | 4.4% | 9.9% | 14.4% | · | -0.48% | |
| ROA | 0.47% | 1.3% | · | -0.43% | 3.3% | 2.6% | · | 1.6% | 1.6% | 1.3% | · | 0.62% | 0.88% | 0.81% | · | -0.11% | |
| ROE | 0.72% | 1.8% | · | -0.54% | 4.2% | 3.4% | · | 2.1% | 2.1% | 1.8% | · | 0.85% | 1.2% | 1.1% | · | -0.15% | |
| ROIC | 0.77% | 1.6% | · | -0.90% | 3.7% | 3.0% | · | 1.7% | 1.8% | 1.5% | · | 0.51% | 0.97% | 1.1% | · | -0.18% |
Likuiditas & Solvabilitas 5
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 5.8 | · | 4.8 | 5.6 | 5.5 | · | 4.3 | 3.1 | 2.7 | · | 2.5 | 4.9 | 4.8 | · | 5.1 | |
| Quick Ratio | 1.2 | 3.9 | · | 2.6 | 3.0 | 2.8 | · | 2.0 | 1.6 | 1.3 | · | 1.2 | 2.2 | 2.0 | · | 2.3 | |
| Debt / Equity | 0.7 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.6 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Interest Coverage | 1.8 | 13.5 | · | · | · | · | · | · | · | 24.9 | · | 6.8 | 15.7 | 16.0 | · | -0.5 |
Efisiensi 3
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | 0.1 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.0 | 0.9 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | 1.1 | 1.2 | · | 1.3 |
Valuasi (TTM) 13
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.36B | $3.11B | · | $3.09B | $3.03B | $2.85B | · | $2.69B | $2.54B | $2.42B | · | $2.28B | $2.23B | $2.15B | · | $1.97B | |
| Net Income TTM | $360M | $501M | · | $502M | $639M | $488M | · | $342M | $292M | $236M | · | $141M | $128M | $193M | · | $105M | |
| Market Cap | $11.07B | $10.92B | · | $10.40B | $10.55B | $13.56B | · | $13.39B | $15.67B | $16.58B | · | $16.66B | $16.31B | $18.24B | · | $15.75B | |
| Enterprise Value | $14.39B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 31.1 | 22.1 | · | 21.1 | 16.8 | 28.2 | · | 39.7 | 54.5 | 71.0 | · | 121.2 | 129.4 | 96.3 | · | 157.0 | |
| P/S | 3.3 | 3.5 | · | 3.4 | 3.5 | 4.8 | · | 5.0 | 6.2 | 6.8 | · | 7.3 | 7.3 | 8.5 | · | 8.0 | |
| P/B | 1.8 | 1.8 | · | 1.7 | 1.8 | 2.3 | · | 2.5 | 3.0 | 3.3 | · | 3.4 | 3.4 | 3.9 | · | 3.4 | |
| P / Tangible Book | 14.1 | 1.9 | · | 1.8 | 1.9 | 2.5 | · | 2.7 | 3.2 | 3.6 | · | 3.8 | 3.8 | 4.4 | · | 3.9 | |
| P / Cash Flow | · | 49.5 | · | · | · | 77.7 | · | · | · | 352.9 | · | · | · | -246.7 | · | · | |
| P / FCF | · | 54.7 | · | · | · | 86.0 | · | · | · | 794.3 | · | · | · | -185.4 | · | · | |
| EV / EBITDA | 129.7 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 4.3 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 3.2% | 4.5% | · | 4.8% | 6.0% | 3.5% | · | 2.5% | 1.8% | 1.4% | · | 0.83% | 0.77% | 1.0% | · | 0.64% |
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
Laporan Laba Rugi
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Pendapatan | $3.22B | $2.85B | $2.42B | $2.10B | $1.85B |
| Margin Operasi % | 12.7% | 17.0% | 6.5% | 7.1% | -4.5% |
| Laba Bersih | $349M | $427M | $168M | $142M | $-64M |
| EPS Dilusian | $1.80 | $2.21 | $0.87 | $0.75 | $-0.35 |
Neraca
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Rasio Lancar | 5.2 | 5.3 | 2.5 | 4.7 | 4.2 |
| Rasio Cepat | 2.9 | 2.6 | 1.2 | 2.0 | 1.8 |
Arus Kas
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Arus Kas Bebas | $725M | $487M | $63M | $55M | $209M |
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Pemilik institusional (13F) 616 pengaju · $8.6B total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 89 (-12 vs Kuartal sebelumnya) | 75 (+10 vs Kuartal sebelumnya) | 195 (-13 vs Kuartal sebelumnya) | 205 (+40 vs Kuartal sebelumnya) | +10.3M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| Dodge & Cox | $849.426.895 | 14.844.930 | 9,87% | Saham |
| PRIMECAP MANAGEMENT CO/CA/ | $811.962.329 | 14.190.183 | 9,44% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $500.310.680 | 8.743.633 | 5,82% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $494.877.355 | 8.648.678 | 5,75% | Saham |
| NORGES BANK | $469.659.128 | 8.207.954 | 5,46% | Saham |
| STATE STREET CORP | $446.370.874 | 7.800.959 | 5,19% | Saham |
| VIKING GLOBAL INVESTORS LP | $435.819.735 | 7.616.563 | 5,07% | Saham |
| Vestal Point Capital, LP | $344.750.500 | 6.025.000 | 4,01% | Saham |
| DIMENSIONAL FUND ADVISORS LP | $216.743.752 | 3.787.902 | 2,52% | Saham |
| Capital Research Global Investors | $200.521.024 | 3.504.387 | 2,33% | Saham |
| FMR LLC | $196.878.227 | 3.440.724 | 2,29% | Saham |
| Deep Track Capital, LP | $189.254.063 | 3.307.481 | 2,20% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $180.073.856 | 3.146.120 | 2,09% | Saham |
| MILLENNIUM MANAGEMENT LLC | $118.549.312 | 2.071.816 | 1,38% | Saham |
| Assenagon Asset Management S.A. | $100.826.561 | 1.762.086 | 1,17% | Saham |
| FIRST TRUST ADVISORS LP | $91.910.897 | 1.606.273 | 1,07% | Saham |
| Jones Hill Capital LP | $81.915.580 | 1.431.590 | 0,95% | Saham |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $76.264.876 | 1.332.836 | 0,89% | Saham |
| Swedbank AB | $75.232.112 | 1.314.787 | 0,87% | Saham |
| DNB Asset Management AS | $72.566.061 | 1.268.194 | 0,84% | Saham |
| Caisse de depot et placement du Quebec | $70.749.440 | 1.236.446 | 0,82% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $70.030.356 | 1.223.879 | 0,81% | Saham |
| AMERIPRISE FINANCIAL INC | $65.664.916 | 1.147.544 | 0,76% | Saham |
| CITADEL ADVISORS LLC | $64.224.186 | 1.122.408 | 0,75% | Saham |
| Balyasny Asset Management L.P. | $60.344.956 | 1.054.613 | 0,70% | Saham |
| ARGA Investment Management, LP | $59.474.983 | 1.039.409 | 0,69% | Saham |
| GOLDMAN SACHS GROUP INC | $56.321.074 | 984.290 | 0,65% | Saham |
| Brandywine Global Investment Management, LLC | $56.211.687 | 945.847 | 0,65% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $54.484.884 | 952.200 | 0,63% | Opsi beli |
| MACKENZIE FINANCIAL CORP | $53.321.258 | 931.864 | 0,62% | Saham |
| FRANKLIN RESOURCES INC | $47.889.936 | 836.944 | 0,56% | Saham |
| Hudson Bay Capital Management LP | $47.206.500 | 825.000 | 0,55% | Saham |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $40.949.264 | 715.646 | 0,48% | Saham |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $39.869.980 | 696.784 | 0,46% | Saham |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $39.311.857 | 687.030 | 0,46% | Saham |
| Palo Alto Investors LP | $39.068.500 | 682.777 | 0,45% | Saham |
| Defilade Capital Management, L.P. | $39.024.326 | 682.005 | 0,45% | Saham |
| Qube Research & Technologies Ltd | $38.270.739 | 668.835 | 0,44% | Saham |
| Eagle Health Investments LP | $35.743.961 | 624.676 | 0,42% | Saham |
| VICTORY CAPITAL MANAGEMENT INC | $34.419.661 | 601.532 | 0,40% | Saham |
| BOONE CAPITAL MANAGEMENT LLC | $33.371.791 | 583.219 | 0,39% | Saham |
| Camber Capital Management LP | $32.982.000 | 600.000 | 0,38% | Saham |
| River Road Asset Management, LLC | $31.069.888 | 542.990 | 0,36% | Saham |
| RHUMBLINE ADVISERS | $29.570.438 | 516.786 | 0,34% | Saham |
| Trails Edge Capital Partners, LP | $29.296.640 | 512.000 | 0,34% | Saham |
| BNP PARIBAS FINANCIAL MARKETS | $28.048.615 | 490.189 | 0,33% | Saham |
| Jefferies Financial Group Inc. | $26.679.283 | 466.258 | 0,31% | Saham |
| LOOMIS SAYLES & CO L P | $25.986.177 | 454.145 | 0,30% | Saham |
| RENAISSANCE TECHNOLOGIES LLC | $25.856.059 | 451.871 | 0,30% | Saham |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $25.588.784 | 447.200 | 0,30% | Saham |
| California Public Employees Retirement System | $25.124.959 | 439.094 | 0,29% | Saham |
| Rockefeller Capital Management L.P. | $24.797.775 | 433.376 | 0,29% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.038.122 | 420.100 | 0,28% | Opsi jual |
| SEB Asset Management AB | $23.583.178 | 412.150 | 0,27% | Saham |
| Robeco Institutional Asset Management B.V. | $23.358.064 | 408.215 | 0,27% | Saham |
| Pictet Asset Management Holding SA | $22.789.414 | 395.382 | 0,26% | Saham |
| BlackRock, Inc. | $22.697.229 | 396.666 | 0,26% | Saham |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $22.513.495 | 393.455 | 0,26% | Saham |
| PRUDENTIAL FINANCIAL INC | $22.325.585 | 390.171 | 0,26% | Saham |
| Soleus Capital Management, L.P. | $21.490.230 | 375.572 | 0,25% | Saham |
| Freestone Grove Partners LP | $20.839.181 | 364.194 | 0,24% | Saham |
| Sofinnova Investments, Inc. | $20.517.261 | 358.568 | 0,24% | Saham |
| Swiss National Bank | $20.427.540 | 357.000 | 0,24% | Saham |
| LAZARD ASSET MANAGEMENT LLC | $20.049.716 | 350.397 | 0,23% | Saham |
| BANK OF AMERICA CORP /DE/ | $19.371.831 | 338.550 | 0,23% | Saham |
| EASTERLY INVESTMENT PARTNERS LLC | $18.847.524 | 329.387 | 0,22% | Saham |
| SPHERA FUNDS MANAGEMENT LTD. | $18.799.631 | 328.550 | 0,22% | Saham |
| DIADEMA PARTNERS LP | $17.901.048 | 312.846 | 0,21% | Saham |
| SECTOR GAMMA AS | $16.875.208 | 294.918 | 0,20% | Saham |
| Rhenman & Partners Asset Management AB | $16.622.410 | 290.500 | 0,19% | Saham |
| Walleye Capital LLC | $16.492.692 | 288.233 | 0,19% | Saham |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $16.114.296 | 281.620 | 0,19% | Saham |
| ALLIANCEBERNSTEIN L.P. | $16.009.266 | 283.400 | 0,19% | Saham |
| Bridgewater Associates, LP | $15.730.407 | 274.911 | 0,18% | Saham |
| Susquehanna Portfolio Strategies, LLC | $15.653.218 | 273.562 | 0,18% | Saham |
| Redmile Group, LLC | $15.172.970 | 265.169 | 0,18% | Saham |
| Amundi | $14.864.727 | 259.782 | 0,17% | Saham |
| Eversept Partners, LP | $14.282.513 | 249.607 | 0,17% | Saham |
| Distillate Capital Partners LLC | $14.242.974 | 248.916 | 0,17% | Saham |
| RICE HALL JAMES & ASSOCIATES, LLC | $14.203.377 | 248.224 | 0,17% | Saham |
| CAPITAL FUND MANAGEMENT S.A. | $13.470.789 | 235.421 | 0,16% | Saham |
| CITADEL ADVISORS LLC | $13.189.210 | 230.500 | 0,15% | Opsi beli |
| CANADA PENSION PLAN INVESTMENT BOARD | $12.868.778 | 224.900 | 0,15% | Saham |
| M&G PLC | $12.317.472 | 216.096 | 0,14% | Saham |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12.137.385 | 214.859 | 0,14% | Saham |
| GLENMEDE TRUST CO NA | $11.782.055 | 205.908 | 0,14% | Saham |
| Retirement Systems of Alabama | $11.438.907 | 199.911 | 0,13% | Saham |
| IEQ CAPITAL, LLC | $11.328.874 | 197.988 | 0,13% | Saham |
| Mariner, LLC | $11.021.160 | 192.607 | 0,13% | Saham |
| Monaco Asset Management SAM | $10.582.095 | 184.937 | 0,12% | Saham |
| Engineers Gate Manager LP | $10.393.841 | 181.647 | 0,12% | Saham |
| VANGUARD ASSET MANAGEMENT, Ltd | $9.840.867 | 171.983 | 0,11% | Saham |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $9.713.000 | 169.746 | 0,11% | Saham |
| RAYMOND JAMES FINANCIAL INC | $9.595.050 | 167.687 | 0,11% | Saham |
| VAN ECK ASSOCIATES CORP | $9.444.504 | 165.056 | 0,11% | Saham |
| PEREGRINE CAPITAL MANAGEMENT LLC | $9.310.495 | 162.714 | 0,11% | Saham |
| CWM, LLC | $9.018.745 | 159.652 | 0,10% | Saham |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $9.015.469 | 157.558 | 0,10% | Saham |
| BARCLAYS PLC | $8.865.839 | 154.943 | 0,10% | Saham |
| Legal & General Group Plc | $8.722.675 | 152.441 | 0,10% | Saham |
Orang dalam perusahaan 48 orang dalam · 19 pejabat · 29 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| Alexander Hardy | Chief Executive Officer | 17 Maret 2025 A | 175.583 | 0 | 0 | $0 |
| Louis Drapeau | Chief Executive Officer | 2 Mei 2005 A | 14.934 | 0 | 0 | $0 |
| Fredric D Price | Chief Executive Officer | 6 Mei 2004 P | 79.285 | 0 | 0 | $0 |
| Brian Mueller | EVP, Chief Financial Officer | 17 Maret 2025 A | 99.781 | 0 | 0 | $0 |
| Daniel K Spiegelman | EVP, Chief Financial Officer | 22 Juni 2018 S | 51.070 | 0 | 0 | $0 |
| Jeffrey H Cooper | SVP, Chief Financial Officer | 14 Mei 2012 M | 41.089 | 0 | 0 | $0 |
| Henry J Fuchs | President, Worldwide R&D | 13 Sep. 2024 F | 185.074 | 0 | 0 | $0 |
| Cristin Hubbard | EVP, Chief Commercial Officer | 20 Mei 2025 F | 30.545 | 0 | 0 | $0 |
| Erin Burkhart | GVP, Chief Accounting Officer | 20 Mei 2025 S | 14.173 | 0 | 0 | $0 |
| Gregory R Friberg | EVP, Chief R&D Officer | 17 Maret 2025 A | 46.810 | 0 | 0 | $0 |
| Charles Greg Guyer | EVP, Chief Technical Officer | 17 Maret 2025 A | 80.838 | 0 | 0 | $0 |
| George Eric Davis | EVP, Chief Legal Officer | 17 Maret 2025 A | 82.915 | 0 | 0 | $0 |
| Jeffrey Robert Ajer | EVP, Chief Commercial Officer | 2 Mei 2024 S | 66.767 | 0 | 0 | $0 |
| Robert Baffi | EVP, Technical Operations | 22 Juni 2018 M | 83.276 | 0 | 0 | $0 |
| Steve Aselage | EVP, Chief Business Officer | 2 Juli 2012 M | 59.030 | 0 | 0 | $0 |
| Emil D Kakkis | Chief Medical Officer | 2 Maret 2009 M | 39.621 | 0 | 0 | $0 |
| Stuart J Swiedler | SVP, Clinical Affairs | 7 Juli 2008 A | 12.000 | 0 | 0 | $0 |
| Christopher M Starr | SVP, Chief Scientific Officer | 1 Des. 2005 M | 295.176 | 0 | 0 | $0 |
| Jeffrey Landau | SVP, Administration | 31 Okt. 2004 A | 2.740 | 0 | 0 | $0 |
| Elizabeth M Anderson | Direktur | 2 Juni 2026 A | 41.940 | 0 | 0 | $0 |
| Barbara W. Bodem | Direktur | 2 Juni 2026 A | 21.045 | 0 | 0 | $0 |
| Maykin Ho | Direktur | 2 Juni 2026 A | 35.500 | 0 | 0 | $0 |
| Mark J Enyedy | Direktur | 2 Juni 2026 A | 21.040 | 0 | 0 | $0 |
| Athena Countouriotis | Direktur | 2 Juni 2026 A | 21.040 | 0 | 0 | $0 |
| Robert J. Hombach | Direktur | 2 Juni 2026 A | 49.360 | 0 | 0 | $0 |
| Timothy P Walbert | Direktur | 2 Juni 2026 A | 17.270 | 0 | 0 | $0 |
| Ian T Clark | Direktur | 2 Juni 2026 A | 14.490 | 0 | 0 | $0 |
| Willard H Dere | Direktur | 2 Juni 2026 A | 46.440 | 0 | 0 | $0 |
| Richard A Meier | Direktur | 20 Mei 2025 A | 127.426 | 0 | 0 | $0 |
| Elaine J Heron | Direktur | 3 Juni 2024 M | 97.720 | 0 | 0 | $0 |
| David E I Pyott | Direktur | 21 Mei 2024 A | 49.750 | 0 | 0 | $0 |
| Jean Jacques Bienaime | Direktur | 20 Mei 2024 F | 473.792 | 0 | 0 | $0 |
| Dennis Slamon | Direktur | 18 Maret 2024 M | 31.299 | 0 | 0 | $0 |
| Mark J Alles | Direktur | 23 Mei 2023 A | 15.095 | 0 | 0 | $0 |
| Bryan V Lawlis | Direktur | 23 Mei 2023 A | 33.140 | 0 | 0 | $0 |
| Michael G Grey | Direktur | 5 Juni 2018 A | 34.110 | 0 | 0 | $0 |
| Alan Lewis | Direktur | 5 Juni 2018 A | 25.360 | 0 | 0 | $0 |
| Kathryn E Falberg | Direktur | 15 Juli 2016 A | 2.640 | 0 | 0 | $0 |
| William D Young | Direktur | 10 Juni 2015 A | 11.875 | 0 | 0 | $0 |
| Kenneth Bate | Direktur | 10 Juni 2015 A | 11.875 | 0 | 0 | $0 |
| Pierre Lapalme | Direktur | 10 Juni 2015 A | 31.250 | 0 | 0 | $0 |
| Joseph Klein III | Direktur | 8 Maret 2010 S | 35.000 | 0 | 0 | $0 |
| Franz L Cristiani | Direktur | 14 Juni 2006 A | — | 0 | 0 | $0 |
| Erich Sager | Direktur | 24 Feb. 2006 M | 3.309 | 0 | 0 | $0 |
| Gwynn Williams | Direktur | 30 Nov. 2004 A | 812.565 | 0 | 0 | $0 |
| John Urquhart | Direktur | 28 Juli 2004 A | — | 0 | 0 | $0 |
| BIOMARIN PHARMACEUTICAL INC | Pemilik 10% | 8 Des. 2012 J | 6.666.667 | 0 | 0 | $0 |
| Mark Wood | — | 22 Mei 2013 M | 20.277 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Aktivis & pemilik 5%+ 4 saham
Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.
| Pengaju | Diajukan | Kepemilikan | Status | Tujuan | Pengajuan |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical Inc., BioMarin Falcons B.V., BioMarin Giants B.V. ×5 pengajuan | 2 Feb. 2015 | — | Pengajuan awal | — | SEC |
| Millenco LLC, Integrated Core Strategies (US) LLC, Catapult Partners, Ltd., Catapult Capital Management LLC, Millennium International Management LP, Millennium International Management GP LLC, Millennium Management LLC, Israel A. Englander ×2 pengajuan | 31 Juli 2009 | — | Pengajuan awal | — | SEC |
| 6 Juni 2005 | — | Pengajuan awal | Kampanye dewan | SEC | |
| OrbiMed Advisors LLC, OrbiMed Capital LLC, Samuel D. Isaly, Richard B. Brewer, Joseph Klein, III ×2 pengajuan | 6 Mei 2005 | — | Pengajuan awal | — | 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.
Kepemilikan ETF Dimiliki oleh 110 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| GNOM · Global X Funds | 4,09% | 39.792 NS | 31 Mei 2026 | N-PORT |
| PBE · Invesco Exchange-Traded Fund Trust | 2,96% | 171.614 SH | 19 Agu 2026 | Harian |
| BBP · ETFis Series Trust I | 1,61% | 17.750 NS | 30 April 2026 | N-PORT |
| HTEC · EXCHANGE TRADED CONCEPTS TRUST | 1,27% | 12.555 NS | 30 April 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1,14% | 40.919 NS | 30 April 2026 | N-PORT |
| RNIN · EA Series Trust | 1,12% | 31.743 NS | 30 April 2026 | N-PORT |
| IBB · iShares Trust | 0,93% | 1.413.059 SH | 19 Agu 2026 | Harian |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0,86% | 10.692 SH | 19 Agu 2026 | Harian |
| LABU · Direxion Shares ETF Trust | 0,84% | 80.485 NS | 30 April 2026 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 0,83% | 133.988 NS | 30 April 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,69% | 1.977 NS | 30 April 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,64% | 18.230 NS | 31 Mei 2026 | N-PORT |
| BIB · ProShares Trust | 0,55% | 7.110 NS | 31 Mei 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,54% | 3.021 NS | 31 Mei 2026 | N-PORT |
| ABCS · EA Series Trust | 0,48% | 948 NS | 29 Mei 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,44% | 259 NS | 29 Mei 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,43% | 24.857 NS | 30 April 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,40% | 26.193 SH | 19 Agu 2026 | Harian |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,33% | 108.709 SH | 19 Agu 2026 | Harian |
| PTMC · Pacer Funds Trust | 0,30% | 22.042 NS | 30 April 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,30% | 2.559.860 SH | 19 Agu 2026 | Harian |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,30% | 312.378 SH | 19 Agu 2026 | Harian |
| DFSV · Dimensional ETF Trust | 0,29% | 400.897 NS | 30 April 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,28% | 31.691 NS | 30 April 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,27% | 71.381 SH | 19 Agu 2026 | Harian |
| ISCV · iShares Trust | 0,27% | 27.744 SH | 19 Agu 2026 | Harian |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,25% | 24.275 NS | 30 April 2026 | N-PORT |
| MVV · ProShares Trust | 0,24% | 6.639 NS | 31 Mei 2026 | N-PORT |
| JIII · Janus Detroit Street Trust | 0,22% | 6.823 NS | 30 April 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,21% | 3.182 NS | 30 April 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 77.243 NS | 30 April 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,20% | 518.955 NS | 31 Mei 2026 | N-PORT |
| IYH · iShares Trust | 0,20% | 112.848 SH | 19 Agu 2026 | Harian |
| ISCB · iShares Trust | 0,20% | 8.655 SH | 19 Agu 2026 | Harian |
| SMMD · iShares Trust | 0,17% | 97.330 SH | 19 Agu 2026 | Harian |
| UMDD · ProShares Trust | 0,17% | 927 NS | 31 Mei 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,16% | 19.998 SH | 19 Agu 2026 | Harian |
| FHLC · FIDELITY COVINGTON TRUST | 0,16% | 84.082 NS | 30 April 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,16% | 245.186 NS | 31 Mei 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,16% | 31.223 SH | 19 Agu 2026 | Harian |
| VHT · VANGUARD WORLD FUND | 0,15% | 534.462 SH | 19 Agu 2026 | Harian |
| ISCG · iShares Trust | 0,14% | 21.146 SH | 19 Agu 2026 | Harian |
| VFVA · VANGUARD WELLINGTON FUND | 0,14% | 20.990 SH | 19 Agu 2026 | Harian |
| DFAS · Dimensional ETF Trust | 0,14% | 361.639 NS | 30 April 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,13% | 4.433.137 SH | 19 Agu 2026 | Harian |
| ESML · iShares Trust | 0,13% | 55.442 SH | 19 Agu 2026 | Harian |
| IWS · iShares Trust | 0,12% | 288.497 SH | 19 Agu 2026 | Harian |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,12% | 8.557 NS | 31 Mei 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,12% | 2.217.617 SH | 19 Agu 2026 | Harian |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,11% | 204 NS | 31 Mei 2026 | N-PORT |