ALGN Align Technology, Inc. - Common Stock
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Align Technology, Inc. is an American manufacturer of 3D digital scanners and Invisalign clear aligners used in orthodontics and restorative workflow. It was founded in 1997 and is headquartered in Tempe, Arizona. The company manufactures the aligners in Juarez, Mexico, and its scanners in Israel and China. The company is best known for its Invisalign system, which is a clear aligner treatment used to straighten teeth.
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Align Technology, Inc. is an American manufacturer of 3D digital scanners and Invisalign clear aligners used in orthodontics and restorative workflow. It was founded in 1997 and is headquartered in Tempe, Arizona. The company manufactures the aligners in Juarez, Mexico, and its scanners in Israel and China. The company is best known for its Invisalign system, which is a clear aligner treatment used to straighten teeth.
Invisalign
Invisalign is a brand of clear aligners manufactured by Align Technology. The clear align system had been used to treat more than 18 million patients by 2017, and 22 million patients by 2026.
Align Technology founder Zia Chishti conceived of the basic design of Invisalign while an adult orthodontics patient. During his treatment with a retainer intended to complete his treatment, he posited that a series of such devices could effect a large final placement in a series of small movements. He partnered with Kelsey Wirth to seek developers.
Invisalign was approved by the Food and Drug Administration in 1998, and sales began in the U.S. in 1999. Orthodontists were resistant to adopting Invisalign at first, in particular because the founders had no orthodontic credentials or expertise, but the product became popular among consumers. The company raised about $140 million in funding over four rounds from 1997 to 2000. In 2000 Align Technology planned a $31 million television advertising campaign that The New York Times said would be "the most aggressive consumer advertising plan the dental profession has ever seen". In 2001, $130 million in additional funding was raised through an initial public offering on NASDAQ. By 2001, 75 percent of the 8,500 orthodontists in North America had been trained on the Invisalign system. That same year, Align Technology made Invisalign available to general dentists following a class-action lawsuit that alleged making the system available only to orthodontists resulted in unfair competition for dentists.
In the early 2000s, Align Technology was spending nearly all of its revenues on marketing and advertising, and losing about $18 million per year. Cofounders Wirth and Chishti resigned from Align Technology in 2001 and 2003 respectively, with Thomas Prescott replacing Chishti as CEO in March 2002. Prescott re-focused the company on North America and cut the marketing budget to about one-third its original size.
The Invisalign system grew from 80,000 patients in 2002 to 175,000 in 2004. It won several awards for stereolithography, medical design and fast growth. Align Technology was profitable for the first time in 2003. In 2005 the company expanded into Japan, and acquired General Orthodontic, an orthodontics firm that supported doctors prescribing the Invisalign system. Later that year, the Harvard School of Dental Medicine began requiring that its orthodontic graduate students complete Invisalign certification before they graduate.
The Invisalign Express 10, which uses 10 aligners, was introduced in 2005. Invisalign 1.5 was released in 2009. It was followed by Invisalign G3 in 2010 and G4 in 2011. Invisalign G3 and G4 were designed for more complex treatments. An Invisalign Express 5 version, which uses 5 aligners, was introduced in 2012. In February 2014, Align Technology released a G5 product designed to treat deep bites.
Support, software engineering, pre-production and administrative functions are done from Align Technology's headquarters in California. The manufacturing of Invisalign aligners is performed in Mexico, and treatment plans are created in Costa Rica. Align Technology also operates separate subsidiaries in Hong Kong and Australia that sell Invisalign in their respective markets. Align Technology provides training and certification to doctors.
In 2007 the Academy of General Dentistry approved Align Technology's Program Approval for Continuing Education (PACE) program. The company also created the AlignTech Institute, which provides educational resources to doctors. In March 2011 Align Technology acquired Cadent System, Inc., a dentist firm, for $190 million.
A major revision to the manufacturing process was started in 2026, a switch from mold-based appliance manufacture to 3D-printing, aimed at reducing the cost and complexity of the manufacturing process through disintermediation.
History
Align Technology was founded in 1997 by Zia Chishti and Kelsey Wirth, classmates at Stanford Graduate School of Business, and began working on the development of a clear aligner. Align received FDA clearance to market the Invisalign system in 1998, and it was first marketed in 2000. Align Technology went public on January 26, 2001, on the Nasdaq Stock Market.
In March 2011 Align acquired the Israeli company Cadent for $190 million; Cadent manufactured intraoral scanners that included 3D imaging, as well as software to display the acquired images and to plan treatment.
Joseph M. Hogan joined Align in June 2015, and is CEO and president.
The company's sales reached $1 billion for the first time in 2016 and its products were being used in about 8% of people who got braces. In 2017 the company was faced with the challenge of the expiration of its patents on its Invisalign system starting in October 2017 and the beginning of generic competition.
In March 2020, Align Technology announced that it has signed a definitive agreement to acquire exocad Global Holdings for approximately $418.7 million.
As of February 2023, Align Technology has assisted over 234,000 doctors and over 14.5 million patients worldwide.
In September 2023, it was announced Align Technology had acquired the Vienna-headquartered 3D printing technology and materials company, Cubicure GmbH.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
ALGN Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
ALGN Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
ALGN Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
- Acquisto forte 7 29,2%
- Compra 10 41,7%
- Mantieni 6 25,0%
- Vendi 1 4,2%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
15 analisti · 2026-08-14Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $2.64 | $2.66 | -0.02% |
| 31 Marzo 2026 | $2.58 | $2.33 | 0.25% |
| 31 Dicembre 2025 | $3.29 | $3.03 | 0.26% |
| 30 Settembre 2025 | $2.61 | $2.45 | 0.16% |
| 30 Giugno 2025 | $2.49 | $2.62 | -0.13% |
| 31 Marzo 2025 | $2.13 | $2.02 | 0.11% |
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| ALGN | $11.14B | 27.6 | 0.90% | 10.2% | 10.3% | 67.2% |
| MDLN | — | -4200.0 | 11.5% | 4.1% | 21.6% | 26.4% |
| SOLV | $13.75B | 8.9 | 0.86% | 18.7% | 35.8% | 53.5% |
| COO | $13.70B | 37.4 | 5.1% | 9.2% | 4.6% | 65.5% |
| LNTH | $4.30B | 19.5 | 0.50% | 15.2% | 20.7% | 61.1% |
| MMED | $3.71B | -10.2 | 14.2% | -10.7% | -9.3% | 54.2% |
| MMSI | $5.24B | 41.4 | 11.8% | 8.5% | 8.4% | 48.7% |
| ICUI | $3.52B | 4755.7 | -6.3% | 0.03% | 0.03% | 36.8% |
| HAE | $2.45B | 26.4 | -2.0% | 7.3% | 11.8% | 59.0% |
| QDEL | $1.99B | -1.8 | -1.9% | -41.4% | -48.0% | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.03B | $4.00B | $3.86B | $3.73B | $3.95B | $2.47B | $2.41B | $1.97B | $1.47B | $1.08B | $845M | $762M | |
| Cost of Revenue | $1.32B | $1.20B | $1.16B | $1.10B | $1.02B | $709M | $663M | $519M | $356M | $265M | $205M | $183M | |
| Gross Profit | $2.71B | $2.80B | $2.71B | $2.63B | $2.94B | $1.76B | $1.74B | $1.45B | $1.12B | $815M | $640M | $578M | |
| R&D Expense | $370M | $364M | $347M | $305M | $250M | $175M | $157M | $129M | $98M | $76M | $61M | $53M | |
| SG&A Expense | $1.76B | $1.76B | $1.70B | $1.67B | $1.71B | $1.20B | $1.07B | $852M | · | · | $390M | $332M | |
| Operating Expenses | $2.17B | $2.19B | $2.06B | $1.99B | $1.96B | $1.38B | $1.20B | $981M | $763M | $566M | $451M | $385M | |
| Operating Income | $546M | $608M | $643M | $643M | $976M | $387M | $542M | $467M | $354M | $249M | $189M | $194M | |
| Interest Income | · | · | · | · | · | · | $12M | $9M | $7M | $4M | · | · | |
| Other Non-op | $23M | $-19M | $-19M | $-49M | $33M | $-11M | $8M | $-8M | $4M | $-11M | $-3M | $-3M | |
| Pretax Income | $585M | $609M | $641M | $599M | $1.01B | $379M | $563M | $467M | $365M | $243M | $186M | $190M | |
| Income Tax | $175M | $188M | $196M | $237M | $240M | $-1.40B | $112M | $58M | $130M | $51M | $42M | $45M | |
| Net Income | $410M | $421M | $445M | $362M | $772M | $1.78B | $443M | $400M | $231M | $190M | $144M | $146M | |
| EPS (Basic) | $5.66 | $5.63 | $5.82 | $4.62 | $9.78 | $22.55 | $5.57 | $5.00 | $2.89 | $2.38 | $1.80 | $1.81 | |
| EPS (Diluted) | $5.65 | $5.62 | $5.81 | $4.61 | $9.69 | $22.41 | $5.53 | $4.92 | $2.83 | $2.33 | $1.77 | $1.77 | |
| Shares (Basic) | 72,542,000 | 74,877,000 | 76,426,000 | 78,190,000 | 78,917,000 | 78,760,000 | 79,424,000 | 80,064,000 | 80,085,000 | 79,856,000 | 79,998,000 | 80,754,000 | |
| Shares (Diluted) | 72,588,000 | 74,993,000 | 76,568,000 | 78,420,000 | 79,670,000 | 79,230,000 | 80,100,000 | 81,357,000 | 81,832,000 | 81,484,000 | 81,521,000 | 82,283,000 | |
| EBITDA | $783M | $753M | $786M | $768M | $1.09B | $481M | $621M | $521M | $391M | $273M | $207M | $211M |
Stato Patrimoniale 27
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.09B | $1.04B | $937M | $942M | $1.10B | $961M | $550M | $637M | $450M | $389M | $168M | $200M | |
| Short-term Investments | · | · | · | · | · | · | $318M | $98M | $272M | $251M | $360M | $255M | |
| Receivables | $1.10B | $996M | $903M | $860M | $897M | $658M | $550M | $439M | $324M | $247M | $159M | $130M | |
| Inventory | $226M | $254M | $297M | $339M | $230M | $139M | $112M | $56M | $32M | $27M | $19M | $16M | |
| Prepaid Expense | $166M | $199M | $274M | $226M | $195M | $92M | $102M | $72M | $81M | $38M | $27M | $20M | |
| Other Current Assets | $47M | $82M | $77M | $17M | $31M | $62M | $24M | $7M | · | · | · | · | |
| Current Assets | $2.62B | $2.49B | $2.45B | $2.42B | $2.49B | $1.85B | $1.63B | $1.30B | $1.16B | $953M | $732M | $657M | |
| PP&E (Net) | $1.13B | $1.27B | $1.29B | $1.23B | $1.08B | $735M | $632M | $521M | $349M | $175M | $136M | $90M | |
| PP&E (Gross) | $1.90B | $1.93B | $1.84B | $1.68B | $1.44B | $1.04B | $861M | $693M | $485M | $311M | $255M | $198M | |
| Accum. Depreciation | $767M | $662M | $551M | $450M | $359M | $301M | $230M | $172M | $136M | $136M | $118M | $108M | |
| Goodwill | $492M | $443M | $420M | $408M | $419M | $445M | $64M | $64M | $65M | $61M | $61M | $61M | |
| Intangibles | $94M | $103M | $82M | $96M | $110M | $130M | $12M | $18M | $24M | $21M | $18M | $21M | |
| Other Non-current Assets | $278M | $234M | $129M | $56M | $58M | $35M | $40M | $27M | $44M | $13M | $8M | $8M | |
| Total Assets | $6.23B | $6.21B | $6.08B | $5.95B | $5.94B | $4.83B | $2.50B | $2.05B | $1.78B | $1.40B | $1.16B | $988M | |
| Accounts Payable | $121M | $109M | $113M | $128M | $164M | $142M | $87M | $64M | $37M | $29M | $34M | $23M | |
| Accrued Liabilities | $537M | $598M | $526M | $454M | $607M | $406M | $320M | $235M | $196M | $134M | $108M | $88M | |
| Current Liabilities | $1.92B | $2.04B | $2.07B | $1.93B | $1.92B | $1.33B | $971M | $692M | $500M | $354M | $272M | $202M | |
| Capital Leases | $83M | $88M | $97M | $100M | $103M | $64M | $43M | $0 | · | · | · | · | |
| Other Non-current Liabilities | $114M | $140M | $173M | $196M | $175M | $100M | $37M | $29M | $16M | $1M | $2M | $3M | |
| Total Liabilities | $2.18B | $2.36B | $2.45B | $2.35B | $2.32B | $1.60B | $1.15B | $800M | $630M | $401M | $311M | $235M | |
| Common Stock | $7.0K | $7.0K | $7.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | |
| Paid-in Capital | $1.51B | $1.36B | $1.16B | $1.04B | $999M | $975M | $907M | $878M | $886M | $865M | $822M | $783M | |
| Retained Earnings | $2.46B | $2.48B | $2.45B | $2.57B | $2.62B | $2.22B | $440M | $378M | $267M | $131M | $27M | $-31M | |
| AOCI | $75M | $6M | $21M | $-10M | $4M | $44M | $-688.0K | $-3M | $571.0K | $-938.0K | $-980.0K | $-140.0K | |
| Stockholders' Equity | $4.05B | $3.85B | $3.63B | $3.60B | $3.62B | $3.23B | $1.35B | $1.25B | $1.15B | $999M | $848M | $753M | |
| Liabilities + Equity | $6.23B | $6.21B | $6.08B | $5.95B | $5.94B | $4.83B | $2.50B | $2.05B | $1.78B | $1.40B | $1.16B | $988M | |
| Shares Outstanding | 71,364,000 | 73,849,000 | 75,075,000 | 77,267,000 | 78,710,000 | 78,860,000 | 78,433,000 | 79,778,000 | 80,040,000 | 79,553,000 | 79,500,000 | 80,205,000 |
Flusso di cassa 16
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $237M | $145M | $142M | $126M | $109M | $94M | $79M | $55M | $38M | $24M | $18M | $18M | |
| Stock-based Comp | $186M | $174M | $154M | $133M | $114M | $98M | $88M | $71M | $59M | $54M | $53M | $40M | |
| Deferred Tax | $33M | $26M | $-19M | $-39M | $15M | $-1.49B | $307.0K | $-16M | $18M | $-16M | $-11M | $4M | |
| Amort. of Intangibles | $19M | $19M | $16M | $16M | $17M | $13M | $6M | $6M | $6M | $3M | · | · | |
| Restructuring | · | $37M | $14M | $10M | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-274M | $-28M | $63M | $-13M | $162M | $186M | $137M | $45M | $93M | $-4M | $34M | $-2M | |
| Operating Cash Flow | $593M | $738M | $786M | $569M | $1.17B | $662M | $747M | $555M | $439M | $248M | $238M | $227M | |
| CapEx | $102M | $116M | $178M | $292M | $401M | $155M | $150M | $223M | $196M | $71M | $53M | $24M | |
| Investing Cash Flow | $-112M | $-255M | $-196M | $-213M | $-563M | $-232M | $-350M | $7M | $-251M | $73M | $-166M | $-202M | |
| Stock Issued | $22M | $25M | $27M | $26M | $26M | $20M | $18M | $17M | $14M | $14M | $11M | $18M | |
| Stock Repurchased | $466M | $353M | $592M | $435M | $375M | $0 | $400M | $300M | $104M | $96M | $102M | $98M | |
| Net Stock Activity | $-444M | $-328M | $-566M | $-409M | $-349M | $20M | $-382M | $-283M | $-89M | $-82M | $-90M | $-80M | |
| Financing Cash Flow | $-465M | $-356M | $-598M | $-502M | $-458M | $-31M | $-486M | $-369M | $-136M | $-96M | $-101M | $-66M | |
| Net Change in Cash | $51M | $106M | $-4M | $-158M | $139M | $410M | $-86M | $187M | $57M | $222M | $-32M | $-43M | |
| Taxes Paid | $135M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $491M | $623M | $608M | $277M | $771M | $507M | $598M | $331M | $243M | $177M | $185M | $203M |
Redditività 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 67.2% | 70.0% | 70.1% | 70.5% | 74.3% | 71.3% | 72.5% | 73.6% | 75.8% | 75.5% | 75.7% | 75.9% | |
| Operating Margin | 13.5% | 15.2% | 16.7% | 17.2% | 24.7% | 15.7% | 22.5% | 23.7% | 24.0% | 23.1% | 22.3% | 25.4% | |
| Net Margin | 10.2% | 10.5% | 11.5% | 9.7% | 19.5% | 71.8% | 18.4% | 20.3% | 15.7% | 17.6% | 17.0% | 19.1% | |
| Pretax Margin | 14.5% | 15.2% | 16.6% | 16.0% | 25.6% | 15.3% | 23.4% | 23.7% | 24.8% | 22.5% | 22.0% | 25.0% | |
| EBITDA Margin | 19.4% | 18.8% | 20.3% | 20.6% | 27.5% | 19.4% | 25.8% | 26.5% | 26.6% | 25.3% | 24.4% | 27.8% | |
| ROA | 6.6% | 6.9% | 7.4% | 6.1% | 14.3% | 48.4% | 19.4% | 20.9% | 14.6% | 14.8% | 13.4% | 16.0% | |
| ROE | 10.3% | 10.8% | 12.0% | 9.9% | 21.6% | 56.7% | 33.4% | 32.7% | 21.5% | 20.6% | 18.0% | 21.0% | |
| ROIC | 9.4% | 10.9% | 12.3% | 10.8% | 20.5% | 56.1% | 32.2% | 32.6% | 19.8% | 19.7% | 17.2% | 19.7% |
Liquidità e Solvibilità 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.2 | 1.2 | 1.3 | 1.3 | 1.4 | 1.7 | 1.9 | 2.3 | 2.7 | 2.7 | 3.3 | |
| Quick Ratio | 1.1 | 1.0 | 0.9 | 0.9 | 1.0 | 1.2 | 1.5 | 1.7 | 2.1 | 2.5 | 2.5 | 2.9 |
Efficienza 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.6 | 0.6 | 0.7 | 0.7 | 1.1 | 1.0 | 0.9 | 0.8 | 0.8 | 0.8 | |
| Inventory Turnover | 5.5 | 4.4 | 3.6 | 3.9 | 5.5 | 5.6 | 7.9 | 11.9 | 12.1 | 11.4 | 11.6 | 12.3 | |
| Receivables Turnover | 3.8 | 4.2 | 4.4 | 4.3 | 5.1 | 4.1 | 4.9 | 5.2 | 5.2 | 5.3 | 5.9 | 6.3 |
Tassi di Crescita 9
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.90% | 3.5% | 3.4% | -5.5% | 59.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.6% | 0.39% | 16.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 0.53% | -3.3% | 26.0% | -52.4% | -56.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 7.0% | -16.6% | -36.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -24.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -2.6% | -5.3% | 23.1% | -53.2% | -56.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 4.3% | -18.3% | -37.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -25.4% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.03B | $4.00B | $3.86B | $3.73B | $3.95B | $2.47B | $2.41B | $1.97B | $1.47B | $1.08B | $845M | $762M | |
| Net Income TTM | $410M | $421M | $445M | $362M | $772M | $1.78B | $443M | $400M | $231M | $190M | $144M | $146M | |
| Market Cap | $11.14B | $15.40B | $20.57B | $16.30B | $51.73B | $42.14B | $21.89B | $16.71B | $17.78B | $7.65B | $5.24B | $4.48B | |
| P/E | 27.6 | 37.1 | 47.2 | 45.7 | 67.8 | 23.8 | 50.5 | 42.6 | 78.5 | 41.3 | 37.2 | 31.6 | |
| P/S | 2.8 | 3.9 | 5.3 | 4.4 | 13.1 | 17.0 | 9.1 | 8.5 | 12.1 | 7.1 | 6.2 | 5.9 | |
| P/B | 2.8 | 4.0 | 5.7 | 4.5 | 14.3 | 13.0 | 16.3 | 13.3 | 15.5 | 7.7 | 6.2 | 6.0 | |
| P / Tangible Book | 3.2 | 4.7 | 6.6 | 5.3 | 16.7 | 15.8 | · | · | · | · | · | · | |
| P / Cash Flow | 18.8 | 20.9 | 26.2 | 28.7 | 44.1 | 63.6 | 29.3 | 30.1 | 40.6 | 30.9 | 22.0 | 19.8 | |
| P / FCF | 22.7 | 24.7 | 33.8 | 58.9 | 67.1 | 83.1 | 36.6 | 50.4 | 73.2 | 43.2 | 28.4 | 22.1 | |
| Earnings Yield | 3.6% | 2.7% | 2.1% | 2.2% | 1.5% | 4.2% | 2.0% | 2.4% | 1.3% | 2.4% | 2.7% | 3.2% |
Conto Economico 16
| Metrica | Tendenza | 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 | $1.06B | $1.04B | $1.05B | $996M | $1.01B | $979M | $995M | $978M | $1.03B | $997M | $957M | $960M | $1.00B | $943M | $902M | $890M | |
| Cost of Revenue | $299M | $304M | $364M | $356M | $304M | $299M | $298M | $296M | $306M | $300M | $287M | $297M | $289M | $282M | $284M | $271M | |
| Gross Profit | $757M | $737M | $684M | $639M | $708M | $680M | $697M | $682M | $723M | $698M | $670M | $663M | $714M | $661M | $618M | $619M | |
| R&D Expense | $102M | $99M | $83M | $93M | $96M | $97M | $95M | $85M | $92M | $92M | $82M | $89M | $88M | $87M | $84M | $77M | |
| SG&A Expense | $463M | $465M | $442M | $418M | $449M | $448M | $425M | $434M | $452M | $452M | $403M | $408M | $453M | $440M | $410M | $399M | |
| Operating Expenses | $603M | $595M | $528M | $543M | $545M | $549M | $553M | $519M | $576M | $544M | $498M | $497M | $542M | $527M | $505M | $476M | |
| Operating Income | $154M | $142M | $155M | $96M | $163M | $131M | $144M | $162M | $147M | $154M | $172M | $166M | $172M | $134M | $113M | $144M | |
| Other Non-op | $-10M | $3M | $17M | $-5M | $8M | $4M | $-12M | $-371.0K | $-6M | $-141.0K | $-4M | $-10M | $-5M | $-1M | $-100.0K | $-23M | |
| Pretax Income | $149M | $149M | $177M | $95M | $174M | $140M | $141M | $166M | $144M | $158M | $173M | $162M | $172M | $135M | $115M | $123M | |
| Income Tax | $40M | $36M | $41M | $38M | $49M | $47M | $37M | $50M | $47M | $53M | $49M | $41M | $60M | $47M | $74M | $50M | |
| Net Income | $108M | $113M | $136M | $57M | $125M | $93M | $104M | $116M | $97M | $105M | $124M | $121M | $112M | $88M | $42M | $73M | |
| EPS (Basic) | $1.51 | $1.58 | $1.89 | $0.78 | $1.72 | $1.27 | $1.40 | $1.55 | $1.28 | $1.40 | $1.63 | $1.59 | $1.46 | $1.14 | $0.54 | $0.93 | |
| EPS (Diluted) | $1.51 | $1.57 | $1.88 | $0.78 | $1.72 | $1.27 | $1.40 | $1.55 | $1.28 | $1.39 | $1.63 | $1.58 | $1.46 | $1.14 | $0.54 | $0.93 | |
| Shares (Basic) | 71,495,000 | 71,425,000 | -145,962,000 | 72,377,000 | 72,565,000 | 73,562,000 | -150,218,000 | 74,736,000 | 75,184,000 | 75,175,000 | -153,588,000 | 76,569,000 | 76,524,000 | 76,921,000 | -157,040,000 | 78,093,000 | |
| Shares (Diluted) | 71,520,000 | 71,614,000 | -146,039,000 | 72,419,000 | 72,593,000 | 73,615,000 | -150,309,000 | 74,757,000 | 75,223,000 | 75,322,000 | -154,058,000 | 76,826,000 | 76,689,000 | 77,111,000 | -157,555,000 | 78,237,000 | |
| EBITDA | $194M | $199M | · | $152M | $204M | $170M | · | $200M | $183M | $187M | · | $203M | $208M | $169M | · | $176M |
Stato Patrimoniale 26
| Metrica | Tendenza | 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 | $1.10B | $1.06B | $1.09B | $1.00B | $901M | $873M | $1.04B | $1.04B | $761M | $866M | · | $1.24B | $952M | $832M | · | $1.04B | |
| Receivables | $1.15B | $1.13B | $1.10B | $1.10B | $1.12B | $1.06B | $996M | $1.01B | $1.02B | $951M | · | $904M | $908M | $884M | · | $860M | |
| Inventory | $212M | $215M | $226M | $228M | $244M | $247M | $254M | $254M | $259M | $280M | · | $296M | $313M | $312M | · | $321M | |
| Prepaid Expense | $200M | $216M | $166M | $174M | $187M | $220M | $199M | $291M | $351M | $350M | · | $218M | $237M | $252M | · | $229M | |
| Other Current Assets | $52M | $57M | $47M | $57M | $57M | $83M | $82M | $69M | $71M | $70M | · | $34M | $23M | $23M | · | $47M | |
| Current Assets | $2.66B | $2.66B | $2.62B | $2.53B | $2.45B | $2.40B | $2.49B | $2.60B | $2.41B | $2.48B | · | $2.70B | $2.47B | $2.33B | · | $2.50B | |
| PP&E (Net) | $1.11B | $1.11B | $1.13B | $1.18B | $1.26B | $1.26B | $1.27B | $1.29B | $1.28B | $1.28B | · | $1.27B | $1.28B | $1.26B | · | $1.20B | |
| PP&E (Gross) | · | · | $1.90B | · | · | · | $1.93B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $767M | · | · | · | $662M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $497M | $503M | $492M | $492M | $491M | $458M | $443M | $472M | $454M | $458M | $420M | $404M | $415M | $414M | $408M | $378M | |
| Intangibles | $95M | $101M | $94M | $99M | $103M | $103M | $103M | $116M | $116M | $121M | · | $83M | $89M | $93M | · | $92M | |
| Other Non-current Assets | $453M | $365M | $278M | $254M | $251M | $239M | $234M | $200M | $198M | $122M | · | $132M | $138M | $54M | · | $52M | |
| Total Assets | $6.42B | $6.31B | $6.23B | $6.23B | $6.22B | $6.10B | $6.21B | $6.37B | $6.16B | $6.16B | · | $6.32B | $6.14B | $5.90B | · | $5.91B | |
| Accounts Payable | $110M | $124M | $121M | $126M | $114M | $125M | $109M | $109M | $106M | $117M | · | $100M | $110M | $131M | · | $139M | |
| Accrued Liabilities | $612M | $547M | $537M | $546M | $563M | $546M | $598M | $575M | $555M | $497M | · | $614M | $600M | $497M | · | $384M | |
| Current Liabilities | $1.91B | $1.91B | $1.92B | $1.97B | $2.00B | $1.99B | $2.04B | $2.06B | $2.04B | $2.02B | · | $2.12B | $2.11B | $2.00B | · | $1.81B | |
| Capital Leases | $87M | $83M | $83M | $87M | $90M | $86M | $88M | $96M | $98M | $95M | · | $99M | $105M | $99M | · | $97M | |
| Other Non-current Liabilities | $120M | $108M | $114M | $112M | $117M | $131M | $140M | $150M | $158M | $156M | · | $179M | $181M | $191M | · | $185M | |
| Total Liabilities | $2.19B | $2.16B | $2.18B | $2.28B | $2.31B | $2.31B | $2.36B | $2.42B | $2.40B | $2.40B | · | $2.52B | $2.51B | $2.42B | · | $2.22B | |
| Common Stock | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | · | $8.0K | $8.0K | $8.0K | · | $8.0K | |
| Paid-in Capital | $1.57B | $1.53B | $1.51B | $1.48B | $1.43B | $1.39B | $1.36B | $1.34B | $1.28B | $1.24B | · | $1.19B | $1.14B | $1.10B | · | $1.06B | |
| Retained Earnings | $2.60B | $2.55B | $2.46B | $2.42B | $2.43B | $2.39B | $2.48B | $2.57B | $2.46B | $2.50B | · | $2.61B | $2.49B | $2.37B | · | $2.67B | |
| AOCI | $67M | $70M | $75M | $65M | $61M | $18M | $6M | $36M | $25M | $18M | · | $2M | $11M | $2M | · | $-41M | |
| Stockholders' Equity | $4.23B | $4.15B | $4.05B | $3.96B | $3.91B | $3.79B | $3.85B | $3.94B | $3.76B | $3.76B | $3.63B | $3.80B | $3.64B | $3.48B | $3.60B | $3.69B | |
| Liabilities + Equity | $6.42B | $6.31B | $6.23B | $6.23B | $6.22B | $6.10B | $6.21B | $6.37B | $6.16B | $6.16B | · | $6.32B | $6.14B | $5.90B | · | $5.91B | |
| Shares Outstanding | 71,245,000 | 71,617,000 | 71,364,000 | 72,040,000 | 72,486,000 | 73,057,000 | 73,849,000 | 74,757,000 | 74,696,000 | 75,281,000 | · | 76,588,000 | 76,532,000 | 76,516,000 | · | 78,111,000 |
Flusso di cassa 15
| Metrica | Tendenza | 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 | $40M | $57M | $102M | $56M | $41M | $39M | $38M | $38M | $36M | $33M | $34M | $37M | $36M | $36M | $34M | $32M | |
| Stock-based Comp | $46M | $41M | $44M | $48M | $48M | $45M | $39M | $49M | $47M | $39M | $39M | $40M | $38M | $38M | $35M | $33M | |
| Deferred Tax | $-9M | $41M | $42M | $-9M | $-34M | $34M | $8M | $8M | $-9M | $18M | $4M | $14M | $-18M | $-18M | $-46M | $-8M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Restructuring | · | · | · | $32M | $-100.0K | $2M | $37M | $0 | $-357.0K | $14M | $14M | · | $100.0K | $10M | $10M | · | |
| Other Non-cash | · | $-100M | · | · | · | $-158M | · | · | · | $-166M | · | · | · | $57M | · | · | |
| Operating Cash Flow | $193M | $151M | $223M | $189M | $129M | $53M | $286M | $264M | $160M | $29M | $47M | $287M | $252M | $200M | $145M | $266M | |
| CapEx | $36M | $31M | $36M | $20M | $21M | $25M | $23M | $30M | $53M | $9M | $33M | $22M | $59M | $64M | $53M | $75M | |
| Investing Cash Flow | $-82M | $-132M | $-36M | $-20M | $-31M | $-25M | $-54M | $-9M | $-112M | $-80M | $-13M | $-4M | $-125M | $-53M | $-56M | $-85M | |
| Stock Issued | $0 | $12M | $0 | $8M | $0 | $14M | $0 | $11M | $0 | $14M | $0 | $12M | $0 | $14M | $0 | $11M | |
| Stock Repurchased | $67M | $31M | $97M | $72M | $96M | $201M | $203M | $0 | $150M | $0 | $300M | $0 | $0 | $292M | $160M | $0 | |
| Net Stock Activity | · | $-19M | · | · | · | $-187M | · | · | · | $14M | · | · | · | $-278M | · | · | |
| Financing Cash Flow | $-67M | $-48M | $-97M | $-64M | $-96M | $-207M | $-203M | $11M | $-152M | $-12M | $-350M | $12M | $-931.0K | $-259M | $-200M | $11M | |
| Net Change in Cash | $43M | $-35M | $90M | $103M | $28M | $-171M | $2M | $281M | $-104M | $-72M | $-301M | $287M | $120M | $-110M | $-102M | $167M | |
| Free Cash Flow | · | $120M | · | · | · | $27M | · | · | · | $19M | · | · | · | $136M | · | · |
Redditività 8
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 71.7% | 70.8% | · | 64.2% | 69.9% | 69.5% | · | 69.7% | 70.3% | 70.0% | · | 69.1% | 71.2% | 70.0% | · | 69.5% | |
| Operating Margin | 14.6% | 13.7% | · | 9.7% | 16.1% | 13.4% | · | 16.6% | 14.3% | 15.4% | · | 17.3% | 17.2% | 14.2% | · | 16.1% | |
| Net Margin | 10.2% | 10.8% | · | 5.7% | 12.3% | 9.5% | · | 11.9% | 9.4% | 10.5% | · | 12.7% | 11.2% | 9.3% | · | 8.2% | |
| Pretax Margin | 14.1% | 14.3% | · | 9.5% | 17.1% | 14.3% | · | 17.0% | 14.0% | 15.9% | · | 16.9% | 17.1% | 14.3% | · | 13.8% | |
| EBITDA Margin | 18.4% | 19.1% | · | 15.3% | 20.1% | 17.4% | · | 20.5% | 17.8% | 18.8% | · | 21.2% | 20.7% | 17.9% | · | 19.8% | |
| ROA | 1.7% | 1.8% | · | 0.90% | 2.0% | 1.5% | · | 1.8% | 1.6% | 1.7% | · | 2.0% | 1.9% | 1.5% | · | 1.3% | |
| ROE | 2.7% | 2.8% | · | 1.4% | 3.2% | 2.5% | · | 3.0% | 2.6% | 2.9% | · | 3.2% | 3.1% | 2.5% | · | 2.0% | |
| ROIC | 2.6% | 2.6% | · | 1.5% | 3.0% | 2.3% | · | 2.9% | 2.6% | 2.7% | · | 3.3% | 3.1% | 2.5% | · | 2.3% |
Liquidità e Solvibilità 2
| Metrica | Tendenza | 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 | 1.4 | 1.4 | · | 1.3 | 1.2 | 1.2 | · | 1.3 | 1.2 | 1.2 | · | 1.3 | 1.2 | 1.2 | · | 1.4 | |
| Quick Ratio | 1.2 | 1.1 | · | 1.1 | 1.0 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 1.0 | 0.9 | 0.9 | · | 1.1 |
Efficienza 3
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 1.3 | 1.3 | · | 1.5 | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.0 | · | 1.0 | 0.9 | 1.0 | · | 1.0 | |
| Receivables Turnover | 0.9 | 1.0 | · | 0.9 | 0.9 | 1.0 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.0 | · | 1.0 |
Valutazione (TTM) 10
| Metrica | Tendenza | 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 | $4.10B | $4.03B | · | $3.97B | $4.00B | $3.98B | · | $3.96B | $3.99B | $3.90B | · | $3.80B | $3.81B | $3.78B | · | $3.85B | |
| Net Income TTM | $402M | $387M | · | $391M | $430M | $411M | · | $439M | $435M | $426M | · | $394M | $385M | $408M | · | $501M | |
| Market Cap | $12.02B | $12.28B | · | $9.02B | $13.72B | $11.61B | · | $19.01B | $18.03B | $24.69B | · | $23.38B | $27.06B | $25.57B | · | $16.18B | |
| P/E | 30.2 | 32.1 | · | 23.5 | 32.5 | 28.9 | · | 43.8 | 42.3 | 58.9 | · | 59.7 | 71.2 | 64.1 | · | 32.6 | |
| P/S | 2.9 | 3.0 | · | 2.3 | 3.4 | 2.9 | · | 4.8 | 4.5 | 6.3 | · | 6.2 | 7.1 | 6.8 | · | 4.2 | |
| P/B | 2.8 | 3.0 | · | 2.3 | 3.5 | 3.1 | · | 4.8 | 4.8 | 6.6 | · | 6.2 | 7.4 | 7.3 | · | 4.4 | |
| P / Tangible Book | 3.3 | 3.5 | · | 2.7 | 4.1 | 3.6 | · | 5.7 | 5.7 | 7.8 | · | 7.1 | 8.6 | 8.6 | · | 5.0 | |
| P / Cash Flow | · | 81.3 | · | · | · | 220.3 | · | · | · | 861.2 | · | · | · | 127.9 | · | · | |
| P / FCF | · | 102.1 | · | · | · | 423.8 | · | · | · | 1279.4 | · | · | · | 188.3 | · | · | |
| Earnings Yield | 3.3% | 3.1% | · | 4.2% | 3.1% | 3.5% | · | 2.3% | 2.4% | 1.7% | · | 1.7% | 1.4% | 1.6% | · | 3.1% |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ricavi | $4.03B | $4.00B | $3.86B | $3.73B | $3.95B |
| Margine Lordo % | 67.2% | 70.0% | 70.1% | 70.5% | 74.3% |
| Margine Operativo % | 13.5% | 15.2% | 16.7% | 17.2% | 24.7% |
| Utile netto | $410M | $421M | $445M | $362M | $772M |
| EPS Diluito | $5.65 | $5.62 | $5.81 | $4.61 | $9.69 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Rapporto corrente | 1.4 | 1.2 | 1.2 | 1.3 | 1.3 |
| Quick Ratio | 1.1 | 1.0 | 0.9 | 0.9 | 1.0 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $491M | $623M | $608M | $277M | $771M |
Ultime notizie Notizie recenti che menzionano questa società
Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento
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Proprietari istituzionali (13F) 761 filer · $8.6B totale · Aggiornato al 30 Giugno 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 78 (-58 vs trimestre precedente) | 79 (-2 vs trimestre precedente) | 212 (-32 vs trimestre precedente) | 274 (+43 vs trimestre precedente) | +8.0M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $742.325.451 | 4.401.313 | 8,60% | Azioni |
| Capital International Investors | $682.324.318 | 4.045.561 | 7,91% | Azioni |
| Capital World Investors | $577.219.454 | 3.422.385 | 6,69% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $528.203.316 | 3.131.764 | 6,12% | Azioni |
| FMR LLC | $507.171.414 | 3.007.064 | 5,88% | Azioni |
| STATE STREET CORP | $431.518.634 | 2.558.512 | 5,00% | Azioni |
| Ninety One UK Ltd | $372.703.280 | 2.209.791 | 4,32% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $341.313.135 | 2.026.888 | 3,96% | Azioni |
| GOLDMAN SACHS GROUP INC | $277.319.312 | 1.644.251 | 3,21% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $216.602.941 | 1.284.258 | 2,51% | Azioni |
| Ruane, Cunniff & Goldfarb L.P. | $197.577.600 | 1.171.455 | 2,29% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $180.736.225 | 1.071.601 | 2,09% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $180.291.468 | 1.068.964 | 2,09% | Azioni |
| NORGES BANK | $152.573.715 | 904.623 | 1,77% | Azioni |
| DISCIPLINED GROWTH INVESTORS INC /MN | $132.090.801 | 783.178 | 1,53% | Azioni |
| Senvest Management, LLC | $125.709.888 | 745.345 | 1,46% | Azioni |
| Swedbank AB | $111.012.012 | 658.200 | 1,29% | Azioni |
| Assenagon Asset Management S.A. | $106.450.265 | 631.153 | 1,23% | Azioni |
| BARCLAYS PLC | $96.557.344 | 572.497 | 1,12% | Azioni |
| Bares Capital Management, Inc. | $76.349.389 | 609.722 | 0,88% | Azioni |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $76.310.048 | 452.449 | 0,88% | Azioni |
| DAVENPORT & Co LLC | $64.891.092 | 384.745 | 0,75% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $63.304.170 | 375.336 | 0,73% | Azioni |
| JENNISON ASSOCIATES LLC | $59.641.380 | 353.619 | 0,69% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $59.357.000 | 351.934 | 0,69% | Azioni |
| Carmignac Gestion | $53.495.676 | 316.832 | 0,62% | Azioni |
| Resona Asset Management Co.,Ltd. | $49.583.874 | 291.177 | 0,57% | Azioni |
| KEYBANK NATIONAL ASSOCIATION/OH | $47.572.414 | 282.061 | 0,55% | Azioni |
| CITADEL ADVISORS LLC | $47.290.577 | 280.390 | 0,55% | Azioni |
| Nearwater Capital Markets, Ltd | $45.200.880 | 268.000 | 0,52% | Azioni |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $44.553.900 | 264.164 | 0,52% | Azioni |
| ING GROEP NV | $39.329.657 | 233.189 | 0,46% | Azioni |
| NOMURA HOLDINGS INC | $38.158.482 | 226.245 | 0,44% | Azioni |
| Woodline Partners LP | $38.112.269 | 225.971 | 0,44% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $36.031.329 | 210.181 | 0,42% | Azioni |
| FACTORY MUTUAL INSURANCE CO | $35.574.273 | 210.923 | 0,41% | Azioni |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $32.761.024 | 194.243 | 0,38% | Azioni |
| Gotham Asset Management, LLC | $31.363.002 | 185.954 | 0,36% | Azioni |
| ARMISTICE CAPITAL, LLC | $30.407.037 | 180.286 | 0,35% | Azioni |
| Allianz Asset Management GmbH | $28.912.541 | 171.425 | 0,34% | Azioni |
| D. E. Shaw & Co., Inc. | $28.865.147 | 171.144 | 0,33% | Azioni |
| Ninety One North America, Inc. | $28.008.189 | 166.063 | 0,32% | Azioni |
| BANK OF AMERICA CORP /DE/ | $27.510.976 | 163.115 | 0,32% | Azioni |
| BlackRock, Inc. | $27.337.087 | 162.084 | 0,32% | Azioni |
| Quantinno Capital Management LP | $27.329.164 | 162.037 | 0,32% | Azioni |
| Marathon Asset Management Ltd | $26.471.781 | 156.954 | 0,31% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $24.467.169 | 145.068 | 0,28% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $23.836.043 | 141.326 | 0,28% | Azioni |
| Vanguard Global Advisers, LLC | $23.785.614 | 141.027 | 0,28% | Azioni |
| OFI INVEST ASSET MANAGEMENT | $23.739.563 | 160.924 | 0,28% | Azioni |
| Bellevue Group AG | $23.558.429 | 139.680 | 0,27% | Azioni |
| Artisan Partners Limited Partnership | $23.499.904 | 139.333 | 0,27% | Azioni |
| Swiss National Bank | $23.022.090 | 136.500 | 0,27% | Azioni |
| VANGUARD GROUP INC | $22.911.421 | 146.727 | 0,27% | Azioni |
| RHUMBLINE ADVISERS | $21.840.522 | 129.495 | 0,25% | Azioni |
| Baird Financial Group, Inc. | $21.646.162 | 128.342 | 0,25% | Azioni |
| Caisse de depot et placement du Quebec | $21.621.706 | 128.197 | 0,25% | Azioni |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $21.579.467 | 127.586 | 0,25% | Azioni |
| CITADEL ADVISORS LLC | $21.369.222 | 126.700 | 0,25% | Opzione Put |
| COUNTRY TRUST BANK | $21.198.538 | 125.688 | 0,25% | Azioni |
| CIBC WORLD MARKETS CORP | $20.921.914 | 133.986 | 0,24% | Azioni |
| California Public Employees Retirement System | $20.264.330 | 120.149 | 0,23% | Azioni |
| ALGERT GLOBAL LLC | $19.808.442 | 117.446 | 0,23% | Azioni |
| Driehaus Capital Management LLC | $19.438.908 | 115.255 | 0,23% | Azioni |
| Engineers Gate Manager LP | $19.054.026 | 112.973 | 0,22% | Azioni |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $18.372.640 | 108.933 | 0,21% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $18.321.474 | 108.632 | 0,21% | Azioni |
| Vident Advisory, LLC | $18.313.609 | 108.583 | 0,21% | Azioni |
| CAPITAL INTERNATIONAL SARL | $18.190.824 | 107.855 | 0,21% | Azioni |
| CWM, LLC | $17.742.314 | 103.496 | 0,21% | Azioni |
| MACQUARIE GROUP LTD | $17.312.949 | 102.650 | 0,20% | Azioni |
| CAPITAL FUND MANAGEMENT S.A. | $15.744.242 | 93.349 | 0,18% | Azioni |
| CITADEL ADVISORS LLC | $14.825.214 | 87.900 | 0,17% | Opzione Call |
| Mitsubishi UFJ Asset Management Co., Ltd. | $14.364.098 | 85.166 | 0,17% | Azioni |
| WOLVERINE TRADING, LLC | $14.153.440 | 112.000 | 0,16% | Opzione Put |
| Bridgewater Associates, LP | $13.897.584 | 82.400 | 0,16% | Azioni |
| INVESTMENT HOUSE LLC | $13.628.065 | 80.802 | 0,16% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13.593.199 | 79.293 | 0,16% | Azioni |
| Distillate Capital Partners LLC | $13.418.084 | 79.557 | 0,16% | Azioni |
| UBS Group AG | $13.294.625 | 78.825 | 0,15% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $13.007.228 | 77.121 | 0,15% | Azioni |
| WELLS FARGO & COMPANY/MN | $12.769.417 | 75.711 | 0,15% | Azioni |
| JANE STREET GROUP, LLC | $11.553.210 | 68.500 | 0,13% | Opzione Put |
| Simplify Asset Management Inc. | $11.274.415 | 66.847 | 0,13% | Azioni |
| Burgundy Asset Management Ltd. | $11.161.605 | 78.625 | 0,13% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.118.911 | 65.925 | 0,13% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $10.975.044 | 65.072 | 0,13% | Azioni |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $10.830.337 | 64.214 | 0,13% | Azioni |
| CAMBIAR INVESTORS LLC | $10.799.637 | 64.032 | 0,13% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $10.755.111 | 63.768 | 0,12% | Azioni |
| Rhenman & Partners Asset Management AB | $10.625.580 | 63.000 | 0,12% | Azioni |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10.594.378 | 62.815 | 0,12% | Azioni |
| FIRST TRUST ADVISORS LP | $10.397.932 | 61.651 | 0,12% | Azioni |
| WOLVERINE TRADING, LLC | $10.374.977 | 82.100 | 0,12% | Opzione Call |
| OSSIAM | $10.309.511 | 61.126 | 0,12% | Azioni |
| AMERIPRISE FINANCIAL INC | $9.970.168 | 59.114 | 0,12% | Azioni |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $9.773.004 | 57.945 | 0,11% | Azioni |
| Applied Fundamental Research, LLC | $9.765.920 | 57.903 | 0,11% | Azioni |
| CAPITAL INTERNATIONAL LTD /CA/ | $9.385.760 | 55.649 | 0,11% | Azioni |
| Capital International, Inc./CA/ | $9.360.967 | 55.502 | 0,11% | Azioni |
Insider aziendali 63 insider · 22 dirigenti · 16 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Joseph M Hogan | President and CEO | 20 Febbraio 2026 M | 209.270 | 0 | 0 | $0 |
| John Morici | EVP, CHIEF FINANCIAL OFFICER | 20 Febbraio 2026 M | 13.536 | 0 | 1 | $-1.508.611 |
| Kenneth Arola | VP, Finance and CFO | 20 Febbraio 2013 C | 31.682 | 0 | 0 | $0 |
| Julie Ann Coletti | EVP, CHIEF LEGAL & REGULATORY | 20 Febbraio 2026 M | 11.445 | 0 | 0 | $0 |
| Stuart A Hockridge | EVP, GLOBAL HR | 20 Febbraio 2026 M | 14.892 | 0 | 0 | $0 |
| Emory Wright | EVP, Global Operations | 20 Febbraio 2023 A | 6.516 | 0 | 0 | $0 |
| Jennifer Olson | SVP & Mng Dir Cust Service | 06 Novembre 2020 G | 2.277 | 0 | 0 | $0 |
| Yuval Shaked | SVP & Mng Dir. Itero | 04 Novembre 2020 S | 636 | 0 | 0 | $0 |
| Zelko Relic | SVp, R&D and CTO | 04 Novembre 2020 S | 13.716 | 0 | 0 | $0 |
| Markus Christof Sebstian | SVP & Mng Dir EMEA | 20 Ottobre 2020 M | 613 | 0 | 0 | $0 |
| Simon Beard | SVP and Mgng Director, EMEA | 27 Agosto 2020 S | 17.670 | 0 | 0 | $0 |
| Vamsi Mohan Raj Pudipeddi | SVP, Chief Marketing Officer | 18 Maggio 2020 S | 0 | 0 | 0 | $0 |
| Sreelakshmi Kolli | SVP & Mng Dir Info Tech | 20 Febbraio 2020 M | 13.409 | 0 | 0 | $0 |
| Julie Tay | SVP & Mng Dir. Asia Pacific | 08 Maggio 2019 S | 17.746 | 0 | 0 | $0 |
| Raphael Pascaud | CMO & Bus. Dev | 20 Febbraio 2019 A | 39.092 | 0 | 0 | $0 |
| Christopher C. Puco | VP, No. American Sales | 30 Novembre 2018 S | 0 | 0 | 0 | $0 |
| Timothy A Mack | VP, Bus Dev | 20 Febbraio 2016 M | 0 | 0 | 0 | $0 |
| Jennifer Erfurth | VP, Global HR | 20 Febbraio 2016 A | 10.760 | 0 | 0 | $0 |
| John Patrick Graham | VP, Mktg & CMO | 20 Febbraio 2015 A | 1.139 | 0 | 0 | $0 |
| Richard M.L. Twomey | VP International | 30 Ottobre 2013 M | 4.272 | 0 | 0 | $0 |
| Dana Cambra | VP, R&D | 20 Febbraio 2012 A | 10.845 | 0 | 0 | $0 |
| Sheila K Tan | VP, Marketing & CMO | 20 Febbraio 2011 C | 17.940 | 0 | 0 | $0 |
| Anne Myong | Direttore | 20 Maggio 2026 A | 9.830 | 0 | 0 | $0 |
| Mojdeh Poul | Direttore | 20 Maggio 2026 A | 3.553 | 0 | 0 | $0 |
| Kevin J Dallas | Direttore | 20 Maggio 2026 A | 16.168 | 0 | 0 | $0 |
| Britt J. Vitalone | Direttore | 20 Maggio 2026 A | 1.443 | 0 | 0 | $0 |
| Andrea Lynn Saia | Direttore | 20 Maggio 2026 A | 17.318 | 0 | 0 | $0 |
| Kevin T Conroy | Direttore | 20 Maggio 2026 A | 3.553 | 0 | 0 | $0 |
| Susan E Siegel | Direttore | 20 Maggio 2026 A | 10.723 | 0 | 0 | $0 |
| Joseph Lacob | Direttore | 20 Maggio 2026 A | 135.916 | 0 | 0 | $0 |
| MORROW GEORGE J | Direttore | 20 Maggio 2026 M | 5.036 | 0 | 0 | $0 |
| Raymond C Larkin JR | Direttore | 20 Maggio 2026 A | 27.454 | 0 | 0 | $0 |
| Warren S Thaler | Direttore | 17 Maggio 2023 M | 31.780 | 0 | 0 | $0 |
| Greg J Santora | Direttore | 17 Maggio 2023 M | 11.987 | 0 | 0 | $0 |
| Thomas M Prescott | Direttore | 19 Maggio 2021 M | 54.129 | 0 | 0 | $0 |
| David E Collins | Direttore | 15 Maggio 2014 C | 25.900 | 0 | 0 | $0 |
| Brian H Dovey | Direttore | 19 Maggio 2004 A | 0 | 0 | 0 | $0 |
| DANAHER CORP /DE/ | Proprietario del 10% | 13 Novembre 2013 S | 3.837.132 | 0 | 0 | $0 |
| KLEINER PERKINS CAUFIELD & BYERS VIII LP | Proprietario del 10% | 10 Novembre 2004 J | 1.492.421 | 0 | 0 | $0 |
| Roger E George | — | 14 Maggio 2019 S | 11.773 | 0 | 0 | $0 |
| David L White | — | 18 Novembre 2016 G | 5.913 | 0 | 0 | $0 |
| David C Nagel | — | 13 Maggio 2016 M | 30.200 | 0 | 0 | $0 |
| Len Hedge | — | 20 Febbraio 2013 C | 55.861 | 0 | 0 | $0 |
| Dan Scott Ellis | — | 19 Novembre 2012 M | 3.552 | 0 | 0 | $0 |
| Gil Laks | — | 24 Febbraio 2010 C | 9.773 | 0 | 0 | $0 |
| Sonia Clark | — | 25 Settembre 2008 C | 1.806 | 0 | 0 | $0 |
| Darrell Zoromski | — | 20 Agosto 2008 C | 1.647 | 0 | 0 | $0 |
| Kent H Bowen | — | 15 Maggio 2008 C | 84.500 | 0 | 0 | $0 |
| Hossein Arjomand | — | 26 Novembre 2007 C | 617 | 0 | 0 | $0 |
| Eldon M Bullington | — | 26 Novembre 2007 C | 4.967 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 2 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Danaher Corporation ×3 depositi | 14 Novembre 2013 | — | Deposito iniziale | — | SEC |
| 1. Danaher Corporation | 22 Febbraio 2011 | — | Deposito iniziale | Investimento passivo | 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.
Proprietà ETF Posseduti da 125 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| KMID · Virtus ETF Trust II | 3,51% | 8.765 NS | 30 Aprile 2026 | N-PORT |
| RSPH · Invesco Exchange-Traded Fund Trust | 1,54% | 69.598 SH | 08 Agosto 2026 | Giornaliero |
| PRNT · ARK ETF Trust | 1,54% | 5.264 NS | 30 Aprile 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 1,15% | 184.164 NS | 31 Maggio 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,97% | 1.896 NS | 31 Maggio 2026 | N-PORT |
| DTEC · ALPS ETF Trust | 0,94% | 3.983 NS | 31 Maggio 2026 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 0,89% | 44.152 NS | 30 Aprile 2026 | N-PORT |
| SPHB · Invesco Exchange-Traded Fund Trust … | 0,88% | 47.810 SH | 08 Agosto 2026 | Giornaliero |
| FMED · Fidelity Covington Trust | 0,80% | 1.863 NS | 31 Maggio 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0,70% | 3.836 NS | 31 Maggio 2026 | N-PORT |
| JDOC · J.P. Morgan Exchange-Traded Fund Tr… | 0,69% | 437 NS | 30 Aprile 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,64% | 555 NS | 30 Aprile 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,61% | 1.118 NS | 31 Maggio 2026 | N-PORT |
| TOLL · Tema ETF Trust | 0,53% | 1.490 NS | 31 Maggio 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,51% | 4.715 NS | 31 Maggio 2026 | N-PORT |
| QQQS · Invesco Exchange-Traded Fund Trust … | 0,49% | 641 SH | 08 Agosto 2026 | Giornaliero |
| HIBL · Direxion Shares ETF Trust | 0,41% | 1.857 NS | 30 Aprile 2026 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0,33% | 2.284 NS | 31 Maggio 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,31% | 11.052 NS | 30 Aprile 2026 | N-PORT |
| FLCG · Federated Hermes ETF Trust | 0,28% | 9.165 NS | 31 Maggio 2026 | N-PORT |
| ITAN · EA Series Trust | 0,27% | 1.357 NS | 29 Maggio 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 28.776 NS | 30 Aprile 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,25% | 3.013 NS | 31 Maggio 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,24% | 990.688 SH | 08 Agosto 2026 | Giornaliero |
| SCHM · SCHWAB STRATEGIC TRUST | 0,22% | 180.299 NS | 31 Maggio 2026 | N-PORT |
| ISCV · iShares Trust | 0,21% | 8.553 SH | 08 Agosto 2026 | Giornaliero |
| DFAT · Dimensional ETF Trust | 0,21% | 160.183 NS | 30 Aprile 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,19% | 31.438 NS | 30 Aprile 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,19% | 1.088.545 SH | 08 Agosto 2026 | Giornaliero |
| IYH · iShares Trust | 0,18% | 40.050 SH | 08 Agosto 2026 | Giornaliero |
| ISCB · iShares Trust | 0,18% | 3.096 SH | 08 Agosto 2026 | Giornaliero |
| REVS · Columbia ETF Trust I | 0,17% | 2.817 NS | 30 Aprile 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0,17% | 843 NS | 31 Maggio 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0,17% | 204.512 SH | 08 Agosto 2026 | Giornaliero |
| CURE · Direxion Shares ETF Trust | 0,17% | 1.330 NS | 30 Aprile 2026 | N-PORT |
| RXL · ProShares Trust | 0,17% | 696 NS | 31 Maggio 2026 | N-PORT |
| ISCG · iShares Trust | 0,16% | 9.581 SH | 08 Agosto 2026 | Giornaliero |
| ESML · iShares Trust | 0,15% | 25.641 SH | 08 Agosto 2026 | Giornaliero |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,15% | 3.453 NS | 31 Maggio 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,14% | 1.770 NS | 30 Aprile 2026 | N-PORT |
| IXJ · iShares Trust | 0,14% | 34.914 SH | 08 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,14% | 1.560.504 SH | 08 Agosto 2026 | Giornaliero |
| VFQY · VANGUARD WELLINGTON FUND | 0,14% | 4.009 SH | 08 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,11% | 90.473 NS | 30 Aprile 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,11% | 2.202 NS | 31 Maggio 2026 | N-PORT |
| SFGV · EA Series Trust | 0,11% | 7.134 NS | 29 Maggio 2026 | N-PORT |
| IWS · iShares Trust | 0,11% | 100.554 SH | 08 Agosto 2026 | Giornaliero |
| WSML · iShares Trust | 0,11% | 4.162 SH | 08 Agosto 2026 | Giornaliero |
| RECS · Columbia ETF Trust I | 0,09% | 28.130 NS | 30 Aprile 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,09% | 4.336 SH | 08 Agosto 2026 | Giornaliero |