CGNX Cognex Corporation - Common Stock
NASDAQ · Electrical Equipment · Visualizza su SEC EDGAR ↗ chiudi Ott 2, 2026 10-K/10-Q Ago 6, 2026CGNX Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
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| Data ex-dividendo | Split | Tipo |
|---|---|---|
| 04 Dicembre 2017 | 2-for-1 | Avanti |
| 17 Settembre 2013 | 2-for-1 | Avanti |
| 19 Dicembre 1995 | 2-for-1 | Avanti |
| 01 Ottobre 1993 | 2-for-1 | Avanti |
| 18 Febbraio 1992 | 2-for-1 | Avanti |
Informazioni su Cognex Corporation - Common Stock Panoramica della società da Wikipedia
Cognex Corporation is an American manufacturer of machine vision systems, software and sensors used in automated manufacturing to inspect and identify parts, detect defects, verify product assembly, and guide assembly robots. Cognex is headquartered in Natick, Massachusetts, USA and has offices in more than 20 countries.
Cognex began exploring commercial applications of machine vision in the early 1980s. In the 1990s, Cognex's business grew due to a demand for machine vision tools to help automate semiconductor and electronics manufacturing. While semiconductor manufacturing remains an important market for Cognex, it has expanded to general manufacturing applications.
The company's product portfolio includes In-Sight, VisionPro software, and DataMan.
History
Cognex Corporation was founded in 1981 by Robert J. Shillman, a lecturer in human visual perception at the Massachusetts Institute of Technology, and two MIT graduate students, Bill Silver and Marilyn Matz. Cognex stands for "Cognition Experts."
The company's first vision system, DataMan, was introduced in 1982. DataMan was an optical character recognition (OCR) system designed to read, verify, and assure the quality of letters, numbers, and symbols printed on products and components. The company's first customer was a typewriter manufacturer that purchased DataMan to read letters on typewriter keys and ensure that they were located in the correct position.
In 1989, Cognex went public on the NASDAQ exchange for $1.38 per share—within a year, the stock price had tripled.
In 1995, Cognex purchased Acumen, a U.S. based developer of wafer identification systems.
In 2004, the company won an intellectual property victory when a federal judge ruled in Cognex's favor in a patent lawsuit brought against the estate of the inventor Jerome H. Lemelson, who had filed dozens of submarine patents, some of which purported to cover machine vision processes. The machine vision-related patents were held invalid. The ruling was upheld by the Court of Appeals for the Federal Circuit.
Cognex sold off its in-vehicle product in 2007, citing concerns about profitability and intellectual property issues.[link removed]
In 2015 Cognex sold off its Surface Vision Division and the associated range of products SmartView (web inspection), Vision Gear (slit inspection), Smart Advisor (process surveillance, web monitoring) and VisionPro Surface to Ametek Inc. for approximately 160M US$. The sold division represented about 12% of Cognex in terms of revenue and number of employees.
In April 2017 Cognex acquired ViDi Systems, a Swiss-based provider of deep learning software for industrial machine vision applications. In October 2019 Cognex acquired Sualab, a Korean-based developer of vision software using deep learning for industrial applications.
During summer 2020 Cognex laid off 8% of its headcount (190 employees). In December 2020 Cognex announced payment of $2 dividend per share. In the press release explaining this special dividend the chairman, Robert J. Shillman, referred to one of the company's mottos, to explain the highest dividend paid out in the company's history. This motto being: “When Cognex wins, we all win”.
On February 11, 2021, Cognex announced the resignation of Robert Shillman from the company's board of directors and as an executive officer of Cognex, effective May 5, 2021.
Products
Some of the products produced by Cognex are:
In-Sight - a vision system that combines a camera, software and processor into one compact unit. In April 2020, Cognex introduced the In-Sight D900 embedded vision system, which features deep learning software inside an In-Sight industrial-grade smart camera. The system is designed to solve complex in-line inspection applications including optical character recognition (OCR), assembly verification, and defect detection.
VisionPro vision software.
DataMan - a family of fixed mount and handheld ID readers used to identify and track items by reading 1D and 2D Data Matrix codes.
3D Sensors
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
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?
| Metrica | Tendenza 5 anni | CGNX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 62.5media 5 anni ≈52.6 | ≈52.6 | 34.7 | Sopravvalutato | |
| P/S | 10.9media 5 anni ≈8.5 | ≈8.5 | 4.4 | Sopravvalutato | |
| P/B | 7.3media 5 anni ≈5.6 | ≈5.6 | 3.8 | Valore equo | |
| Price / FCF (Prezzo / FCF) | 45.7media 5 anni ≈46.5 | ≈46.5 | · | · | |
| Price / Cash Flow (Prezzo / Flusso di cassa) | 44.1media 5 anni ≈41.2 | ≈41.2 | 22.3 | Valore equo | |
| Price / Tangible Book (Prezzo / Valore contabile tangibile) | 10.6media 5 anni ≈7.5 | ≈7.5 | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | CGNX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 68.9%media 5 anni ≈70.4% | ≈70.4% | 45.6% | Di prim'ordine | |
| Margine Operativo (TTM) | 21.9%media 5 anni ≈19.9% | ≈19.9% | 18.6% | Di prim'ordine | |
| EBITDA Margin (Margine EBITDA) | 16.4%media 5 anni ≈19.9% | ≈19.9% | 19.6% | Di prim'ordine | |
| Margine ante imposte (TTM) | 23.7%media 5 anni ≈20.9% | ≈20.9% | 16.1% | Di prim'ordine | |
| Margine di Profitto Netto (TTM) | 16.1%media 5 anni ≈17.0% | ≈17.0% | 11.7% | Di prim'ordine | |
| ROA | 5.7%media 5 anni ≈8.5% | ≈8.5% | 6.1% | Debole | |
| ROE | 7.6%media 5 anni ≈11.3% | ≈11.3% | 11.5% | Debole | |
| ROIC | 6.8%media 5 anni ≈10.9% | ≈10.9% | 8.0% | Debole |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | CGNX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Current Ratio (Rapporto corrente) | 3.8media 5 anni ≈3.8 | ≈3.8 | 2.3 | Liquidità elevata | |
| Quick Ratio | 2.2media 5 anni ≈1.9 | ≈1.9 | 1.3 | Liquidità elevata |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | CGNX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 8.7%media 5 anni ≈5.2% | ≈5.2% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | -0.39%media 5 anni ≈-1.1% | ≈-1.1% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 4.2% | · | · | · | |
| EPS YoY | 9.7%media 5 anni ≈-1.4% | ≈-1.4% | · | · | |
| Net Income YoY (Utile Netto YoY) | 7.8%media 5 anni ≈-2.0% | ≈-2.0% | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | -17.9%media 5 anni ≈-19.3% | ≈-19.3% | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 anni) | -7.4% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | -19.0%media 5 anni ≈-20.1% | ≈-20.1% | · | · | |
| Net Income CAGR 5Y (CAGR Utile Netto 5 anni) | -8.3% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | CGNX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.5media 5 anni ≈0.5 | ≈0.5 | 0.6 | Debole | |
| Inventory Turnover (Rotazione delle scorte) | 2.2media 5 anni ≈2.3 | ≈2.3 | 3.5 | Debole | |
| Receivables Turnover (Rotazione dei crediti) | 6.9media 5 anni ≈7.4 | ≈7.4 | 6.7 | In linea | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$362.2K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo | Valuta | Rendimento |
|---|---|---|---|
| Ago 20, 2026 | $0,09 | USD | ≈0.57% |
| Mag 21, 2026 | $0,09 | USD | ≈0.52% |
| Feb 26, 2026 | $0,09 | USD | ≈0.60% |
| Nov 13, 2025 | $0,09 | USD | ≈0.88% |
| Ago 14, 2025 | $0,08 | USD | ≈0.73% |
| Mag 15, 2025 | $0,08 | USD | ≈1.00% |
| Feb 27, 2025 | $0,08 | USD | ≈0.95% |
| Nov 14, 2024 | $0,08 | USD | ≈0.75% |
| Ago 15, 2024 | $0,08 | USD | ≈0.76% |
| Mag 15, 2024 | $0,08 | USD | ≈0.62% |
| Feb 28, 2024 | $0,08 | USD | ≈0.76% |
| Nov 16, 2023 | $0,08 | USD | ≈0.78% |
| Ago 17, 2023 | $0,07 | USD | ≈0.60% |
| Mag 18, 2023 | $0,07 | USD | ≈0.53% |
| Mar 2, 2023 | $0,07 | USD | ≈0.57% |
| Nov 17, 2022 | $0,07 | USD | ≈0.54% |
| Ago 18, 2022 | $0,07 | USD | ≈0.55% |
| Mag 19, 2022 | $0,07 | USD | ≈0.54% |
| Mar 3, 2022 | $0,07 | USD | ≈0.37% |
| Nov 18, 2021 | $0,07 | USD | ≈2.8% |
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Lug 28, 2026 | $0.45 | $0.43 | 4.0% |
| 31 Marzo 2026 | $0.34 | $0.25 | 34.1% | |
| 31 Dicembre 2025 | $0.27 | $0.23 | 20.0% | |
| 30 Settembre 2025 | $0.33 | $0.29 | 11.9% | |
| 30 Giugno 2025 | $0.25 | $0.24 | 3.7% | |
| 31 Marzo 2025 | $0.16 | $0.13 | 18.9% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $994M | $915M | $838M | $1.01B | $1.04B | $811M | $726M | $806M | $766M | $530M | $451M | $426M | |
| Cost of Revenue | $329M | $289M | $236M | $284M | $277M | $206M | $190M | $206M | $187M | $131M | $103M | $94M | |
| Gross Profit | $665M | $626M | $601M | $722M | $760M | $605M | $536M | $600M | $579M | $398M | $348M | $332M | |
| R&D Expense | $139M | $140M | $139M | $141M | $135M | $131M | $119M | $116M | $99M | $78M | $70M | $56M | |
| SG&A Expense | $364M | $371M | $339M | $312M | $309M | $268M | $274M | $263M | $221M | $166M | $157M | $149M | |
| Operating Income | $163M | $115M | $131M | $246M | $315M | $171M | $143M | $221M | $259M | $154M | $122M | $128M | |
| Other Non-op | $7M | $922.0K | $592.0K | $-412.0K | $-591.0K | $-309.0K | $1M | $-219.0K | $-338.0K | $871.0K | $645.0K | $-283.0K | |
| Pretax Income | $183M | $131M | $135M | $251M | $319M | $187M | $163M | $235M | $266M | $162M | $127M | $132M | |
| Income Tax | $68M | $25M | $22M | $35M | $39M | $11M | $-41M | $15M | $90M | $18M | $19M | $21M | |
| Net Income | $114M | $106M | $113M | $216M | $280M | $176M | $204M | $219M | $177M | $144M | $187M | $121M | |
| EPS (Basic) | $0.68 | $0.62 | $0.66 | $1.24 | $1.59 | $1.02 | $1.19 | $1.27 | $1.02 | $0.84 | $1.08 | $1.40 | |
| EPS (Diluted) | $0.68 | $0.62 | $0.65 | $1.23 | $1.56 | $1.00 | $1.16 | $1.24 | $0.98 | $0.83 | $1.06 | $1.36 | |
| Shares (Basic) | 168,049,000 | 171,438,000 | 172,249,000 | 173,407,000 | 176,463,000 | 173,489,000 | 171,194,000 | 172,333,000 | 173,287,000 | 170,676,000 | 172,592,000 | 86,858,000 | |
| Shares (Diluted) | 169,367,000 | 172,611,000 | 173,399,000 | 174,869,000 | 179,916,000 | 176,592,000 | 175,269,000 | 177,406,000 | 179,551,000 | 174,144,000 | 175,982,000 | 89,071,000 | |
| EBITDA | $163M | $115M | $131M | $246M | $315M | $171M | $143M | $221M | $259M | $161M | $122M | $144M |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $263M | $186M | $203M | $181M | $186M | $269M | $171M | $108M | $107M | $80M | $52M | $56M | |
| Receivables | $147M | $143M | $114M | $125M | $130M | $126M | $103M | $119M | $119M | $55M | $43M | $40M | |
| Inventory | $138M | $158M | $162M | $122M | $113M | $61M | $60M | $83M | $68M | $27M | $37M | $29M | |
| Prepaid Expense | $59M | $63M | $68M | $67M | $69M | $37M | $27M | $34M | $31M | $21M | $16M | $18M | |
| Current Assets | $697M | $613M | $679M | $718M | $640M | $602M | $607M | $780M | $630M | $526M | $444M | $272M | |
| PP&E (Net) | $86M | $98M | $106M | $80M | $78M | $79M | $89M | $91M | $78M | $54M | $53M | $46M | |
| PP&E (Gross) | $226M | $226M | $206M | $175M | $175M | $181M | $194M | $183M | $158M | $123M | $114M | $101M | |
| Accum. Depreciation | $140M | $127M | $100M | $95M | $97M | $102M | $105M | $92M | $80M | $70M | $61M | $55M | |
| Goodwill | $386M | $385M | $393M | $243M | $242M | $244M | $243M | $113M | $113M | $95M | $81M | $77M | |
| Intangibles | $81M | $91M | $113M | $12M | $12M | $16M | $39M | $39M | $13M | $8M | $6M | $10M | |
| Other Non-current Assets | $5M | $5M | $7M | $7M | $7M | $8M | $6M | $4M | $2M | $2M | $3M | $2M | |
| Total Assets | $2.02B | $1.99B | $2.02B | $1.96B | $2.00B | $1.80B | $1.89B | $1.29B | $1.29B | $1.04B | $888M | $822M | |
| Accounts Payable | $50M | $38M | $21M | $27M | $44M | $16M | $18M | $16M | $23M | $10M | $8M | $17M | |
| Accrued Liabilities | $91M | $72M | $72M | $93M | $92M | $77M | $52M | $60M | $68M | $43M | $33M | $36M | |
| Current Liabilities | $184M | $169M | $152M | $188M | $189M | $132M | $120M | $91M | $113M | $66M | $54M | $81M | |
| Capital Leases | $65M | $61M | $69M | $31M | $18M | $18M | $12M | $0 | · | · | · | · | |
| Deferred Tax | $251M | $217M | $247M | $250M | $294M | $315M | $332M | $962.0K | $312.0K | $0 | $319.0K | $2M | |
| Other Non-current Liabilities | $1M | $1M | $299.0K | $2M | $15M | $10M | $2M | $4M | $6M | $5M | $3M | $0 | |
| Total Liabilities | $525M | $475M | $513M | $520M | $574M | $538M | $530M | $154M | $192M | $76M | $62M | $85M | |
| Retained Earnings | $406M | $499M | $513M | $528M | $563M | $488M | $753M | $646M | $669M | $645M | $573M | $524M | |
| AOCI | $-53M | $-73M | $-45M | $-69M | $-48M | $-34M | $-37M | $-41M | $-35M | $-56M | $-52M | $-39M | |
| Stockholders' Equity | $1.49B | $1.52B | $1.50B | $1.44B | $1.43B | $1.26B | $1.36B | $1.14B | $1.10B | $963M | $832M | $736M | |
| Liabilities + Equity | $2.02B | $1.99B | $2.02B | $1.96B | $2.00B | $1.80B | $1.89B | $1.29B | $1.29B | $1.04B | $888M | $822M | |
| Shares Outstanding | 166,997,000 | 170,434,000 | 171,599,000 | 172,631,000 | 175,481,000 | 175,790,000 | 172,440,000 | 170,820,000 | 173,507,000 | 84,856,000 | 84,856,000 | 86,542,000 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | · | · | · | · | $12M | |
| Stock-based Comp | · | · | · | · | · | $1M | · | · | · | · | · | · | |
| Deferred Tax | $40M | $-20M | $-20M | $-29M | $-3M | $-4M | $-90M | $-745.0K | $1M | $-3M | $-2M | $-3M | |
| Amort. of Intangibles | $11M | $11M | $5M | $3M | $4M | $4M | $3M | $3M | $3M | $3M | $4M | $4M | |
| Restructuring | · | $0 | $0 | $2M | $0 | $16M | $0 | $0 | · | · | · | · | |
| Operating Cash Flow | $246M | $149M | $113M | $243M | $314M | $242M | $253M | $223M | $224M | $182M | $128M | $164M | |
| CapEx | $9M | $15M | $23M | $20M | $15M | $13M | $22M | $37M | $29M | $13M | $18M | $21M | |
| Investing Cash Flow | $28M | $-39M | $32M | $-4M | $-253M | $169M | $-157M | $-11M | $-106M | $-122M | $-11M | $-104M | |
| Stock Repurchased | $151M | $67M | $80M | $204M | $162M | $51M | $62M | $204M | $124M | $47M | $126M | $60M | |
| Net Stock Activity | $-151M | $-67M | $-80M | $-204M | $-162M | $-51M | $-62M | $-204M | $-124M | $-47M | $-126M | $-60M | |
| Dividends Paid | $55M | $52M | $49M | $46M | $43M | $391M | $35M | $32M | $29M | $25M | $18M | $0 | |
| Financing Cash Flow | $-207M | $-118M | $-126M | $-240M | $-142M | $-317M | $-32M | $-210M | $-100M | $-29M | $-117M | $-43M | |
| Net Change in Cash | $77M | $-17M | $21M | $-5M | $-83M | $98M | $63M | $2M | $27M | $28M | $-4M | $15M | |
| Taxes Paid | $42M | $60M | $57M | $57M | $49M | $34M | $13M | $41M | $12M | $21M | $58M | $18M | |
| Free Cash Flow | $237M | $134M | $90M | $224M | $299M | $229M | $231M | $186M | $196M | $169M | $100M | $135M |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 66.9% | 68.4% | 71.8% | 71.8% | 73.3% | 74.6% | 73.9% | 74.5% | 77.5% | 77.8% | 77.2% | 75.1% | |
| Operating Margin | 16.4% | 12.6% | 15.6% | 24.5% | 30.4% | 21.0% | 19.7% | 27.4% | 34.7% | 30.9% | 27.0% | 29.5% | |
| Net Margin | 11.5% | 11.6% | 13.5% | 21.4% | 27.0% | 21.7% | 28.1% | 27.2% | 23.7% | 28.7% | 41.5% | 25.0% | |
| Pretax Margin | 18.4% | 14.4% | 16.2% | 24.9% | 30.8% | 23.1% | 22.5% | 29.1% | 35.7% | 32.4% | 28.2% | 30.3% | |
| EBITDA Margin | 16.4% | 12.6% | 15.6% | 24.5% | 30.4% | 21.0% | 19.7% | 27.4% | 34.7% | 30.9% | 27.0% | 29.5% | |
| ROA | 5.7% | 5.3% | 5.7% | 10.9% | 14.7% | 9.6% | 12.8% | 17.0% | 15.2% | 15.5% | 21.9% | 15.9% | |
| ROE | 7.6% | 6.9% | 7.6% | 15.2% | 19.1% | 12.7% | 15.7% | 19.2% | 17.2% | 16.7% | 23.9% | 17.6% | |
| ROIC | 6.8% | 6.1% | 7.3% | 14.7% | 19.3% | 12.7% | 13.2% | 18.2% | 15.7% | 14.8% | 12.5% | 16.1% |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.8 | 3.6 | 4.5 | 3.8 | 3.4 | 4.5 | 5.0 | 8.5 | 5.6 | 8.0 | 8.4 | 3.3 | |
| Quick Ratio | 2.2 | 1.9 | 2.1 | 1.6 | 1.7 | 3.0 | 2.3 | 2.5 | 2.0 | 2.1 | 1.8 | 1.3 |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.4 | 0.5 | 0.5 | 0.4 | 0.5 | 0.6 | 0.6 | 0.5 | 0.5 | 0.6 | |
| Inventory Turnover | 2.2 | 1.8 | 1.7 | 2.4 | 3.2 | 3.4 | 2.6 | 2.7 | 3.6 | 3.6 | 3.1 | 4.0 | |
| Receivables Turnover | 6.9 | 7.1 | 7.0 | 7.9 | 8.1 | 7.1 | 6.5 | 6.8 | 8.6 | 10.6 | 10.9 | 9.4 |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $8.93 | $8.90 | $8.77 | $8.33 | $8.15 | $7.18 | $7.86 | $6.65 | $12.75 | $11.20 | $9.73 | $8.51 | |
| Revenue / Share | $5.87 | $5.30 | $4.83 | $5.75 | $5.76 | $4.59 | $4.14 | $4.55 | $4.17 | $5.98 | $5.12 | $5.46 | |
| Cash Flow / Share | $1.45 | $0.86 | $0.65 | $1.39 | $1.75 | $1.37 | $1.44 | $1.26 | $1.25 | $2.09 | $1.35 | $1.75 | |
| Cash / Share | $1.57 | $1.09 | $1.18 | $1.05 | $1.06 | $1.53 | $0.99 | $0.63 | $1.24 | $0.93 | $0.61 | $0.64 | |
| Dividend Paid / Share | $0.33 | $0.30 | $0.29 | $0.27 | $0.24 | $2.23 | $0.20 | $0.18 | $0.17 | $0.15 | $0.11 | $0.00 | |
| EPS (TTM) | $0.68 | $0.62 | $0.65 | $1.23 | $1.56 | $1.00 | $1.16 | $1.24 | $0.98 | $0.83 | $1.06 | $1.36 |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.7% | 9.2% | -16.8% | -3.0% | 27.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.39% | -4.1% | 1.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 9.7% | -4.6% | -47.1% | -21.1% | 56.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -17.9% | -26.5% | -13.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -7.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 7.8% | -6.2% | -47.5% | -23.0% | 58.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -19.0% | -27.6% | -13.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -8.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -32.5% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $994M | $915M | $838M | $1.01B | $1.04B | $811M | $726M | $806M | $766M | $530M | $451M | $426M | |
| Net Income TTM | $114M | $106M | $113M | $216M | $280M | $176M | $204M | $219M | $177M | $144M | $187M | $121M | |
| Market Cap | $6.01B | $6.11B | $7.16B | $8.13B | $13.65B | $14.11B | $9.66B | $6.61B | $5.26B | $2.73B | $1.43B | $1.79B | |
| P/E | 52.9 | 57.8 | 64.2 | 38.3 | 49.8 | 80.3 | 48.3 | 31.2 | 62.4 | 38.3 | 15.9 | 15.2 | |
| P/S | 6.0 | 6.7 | 8.6 | 8.1 | 13.2 | 17.4 | 13.3 | 8.2 | 6.9 | 5.2 | 3.2 | 4.2 | |
| P/B | 4.0 | 4.0 | 4.8 | 5.7 | 9.5 | 11.2 | 7.1 | 5.8 | 4.8 | 2.8 | 1.7 | 2.4 | |
| P / Tangible Book | 5.9 | 5.9 | 7.2 | 6.9 | 11.6 | 14.1 | · | · | · | · | · | · | |
| P / Cash Flow | 24.5 | 41.0 | 63.4 | 33.4 | 43.4 | 58.2 | 38.2 | 29.6 | 23.4 | 15.0 | 12.1 | 11.5 | |
| P / FCF | 25.4 | 45.6 | 79.7 | 36.3 | 45.7 | 61.6 | 41.7 | 35.4 | 26.9 | 16.2 | 14.3 | 13.2 | |
| Dividend Yield | 0.91% | 0.86% | 0.69% | 0.56% | 0.32% | 2.8% | 0.36% | 0.48% | 0.55% | 0.92% | 1.3% | 0.00% | |
| Earnings Yield | 1.9% | 1.7% | 1.6% | 2.6% | 2.0% | 1.2% | 2.1% | 3.2% | 1.6% | 2.6% | 6.3% | 6.6% | |
| Payout Ratio | 47.7% | 49.3% | 43.3% | 21.3% | 15.5% | 221.6% | 17.2% | 14.5% | 16.4% | 16.9% | 9.7% | 0.00% | |
| Annual Payout | $55M | $52M | $49M | $46M | $43M | $391M | $35M | $32M | $29M | $25M | $18M | $0 |
Conto Economico
| Metrica | Tendenza | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $291M | $268M | $252M | $277M | $249M | $216M | $230M | $235M | $239M | $211M | $197M | $243M | $201M | $239M | |
| Cost of Revenue | $85M | $77M | $86M | $90M | $81M | $72M | $72M | $75M | $73M | $69M | $62M | $63M | $57M | $70M | |
| Gross Profit | $206M | $191M | $166M | $187M | $168M | $144M | $158M | $159M | $167M | $142M | $135M | $180M | $144M | $170M | |
| R&D Expense | $32M | $37M | $36M | $35M | $33M | $35M | $33M | $35M | $35M | $37M | $35M | $34M | $39M | $37M | |
| SG&A Expense | $88M | $94M | $95M | $94M | $91M | $84M | $94M | $93M | $93M | $91M | $90M | $83M | $83M | $76M | |
| Operating Income | $86M | $60M | $35M | $58M | $43M | $26M | $31M | $32M | $38M | $14M | $13M | $65M | $22M | $54M | |
| Other Non-op | $-446.0K | $-2M | $5M | $61.0K | $2M | $169.0K | $341.0K | $209.0K | $176.0K | $196.0K | $234.0K | $112.0K | $73.0K | $38.0K | |
| Pretax Income | $89M | $62M | $44M | $63M | $48M | $28M | $36M | $37M | $42M | $18M | $14M | $68M | $26M | $59M | |
| Income Tax | $17M | $10M | $11M | $45M | $8M | $4M | $7M | $7M | $5M | $6M | $3M | $10M | $600.0K | $4M | |
| Net Income | $73M | $52M | $33M | $18M | $41M | $24M | $28M | $30M | $36M | $12M | $11M | $57M | $26M | $55M | |
| EPS (Basic) | $0.43 | $0.31 | $0.19 | $0.11 | $0.24 | $0.14 | $0.17 | $0.17 | $0.21 | $0.07 | $0.07 | $0.33 | $0.15 | $0.32 | |
| EPS (Diluted) | $0.43 | $0.31 | $0.20 | $0.10 | $0.24 | $0.14 | $0.17 | $0.17 | $0.21 | $0.07 | $0.06 | $0.33 | $0.15 | $0.32 | |
| Shares (Basic) | 167,346,000 | 166,514,000 | · | 167,840,000 | 167,886,000 | 169,265,000 | · | 171,519,000 | 171,568,000 | 171,692,000 | · | 172,429,000 | 172,624,000 | · | |
| Shares (Diluted) | 169,989,000 | 168,386,000 | · | 169,323,000 | 168,563,000 | 170,391,000 | · | 172,753,000 | 172,733,000 | 172,594,000 | · | 173,622,000 | 173,903,000 | · | |
| EBITDA | $86M | $60M | · | $58M | $43M | $26M | · | $32M | $38M | $14M | · | $65M | $22M | · |
Stato Patrimoniale
| Metrica | Tendenza | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $303M | $237M | $263M | $246M | $179M | $144M | $186M | $197M | $177M | $139M | · | $177M | $164M | · | |
| Receivables | $216M | $171M | $147M | $155M | $184M | $161M | $143M | $158M | $159M | $139M | · | $148M | $144M | · | |
| Inventory | $143M | $136M | $138M | $144M | $145M | $152M | $158M | $155M | $157M | $171M | · | $126M | $127M | · | |
| Prepaid Expense | $74M | $71M | $59M | $55M | $67M | $61M | $63M | $69M | $74M | $71M | · | $73M | $68M | · | |
| Current Assets | $850M | $690M | $697M | $671M | $626M | $578M | $613M | $672M | $681M | $662M | · | $718M | $722M | · | |
| PP&E (Net) | $81M | $84M | $86M | $90M | $93M | $96M | $98M | $103M | $103M | $104M | · | $82M | $81M | · | |
| PP&E (Gross) | · | · | $226M | · | · | · | $226M | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $140M | · | · | · | $127M | · | · | · | · | · | · | · | |
| Goodwill | $381M | $383M | $386M | $392M | $397M | $390M | $385M | $392M | $381M | $386M | $393M | $242M | $242M | $243M | |
| Intangibles | $64M | $67M | $81M | $87M | $92M | $91M | $91M | $103M | $99M | $105M | · | $11M | $11M | · | |
| Other Non-current Assets | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $7M | $6M | $6M | · | $6M | $7M | · | |
| Total Assets | $2.18B | $2.01B | $2.02B | $2.00B | $2.00B | $1.93B | $1.99B | $2.06B | $2.00B | $2.01B | · | $2.00B | $1.97B | · | |
| Accounts Payable | $65M | $60M | $50M | $45M | $42M | $43M | $38M | $30M | $23M | $27M | · | $26M | $27M | · | |
| Accrued Liabilities | $81M | $77M | $91M | $87M | $78M | $68M | $72M | $77M | $75M | $70M | · | $84M | $84M | · | |
| Current Liabilities | $216M | $189M | $184M | $169M | $190M | $184M | $169M | $171M | $169M | $188M | · | $180M | $214M | · | |
| Capital Leases | $60M | $62M | $65M | $68M | $72M | $63M | $61M | $67M | $65M | $67M | · | $62M | $31M | · | |
| Deferred Tax | $249M | $252M | $251M | $249M | $209M | $212M | $217M | $230M | $234M | $240M | · | $237M | $244M | · | |
| Other Non-current Liabilities | $2M | $2M | $1M | $88.0K | $91.0K | $87.0K | $1M | $1M | $1M | $893.0K | · | $403.0K | $444.0K | · | |
| Total Liabilities | $549M | $527M | $525M | $513M | $497M | $487M | $475M | $496M | $497M | $524M | · | $518M | $528M | · | |
| Retained Earnings | $397M | $344M | $406M | $412M | $433M | $406M | $499M | $528M | $515M | $502M | · | $538M | $518M | · | |
| AOCI | $-62M | $-61M | $-53M | $-46M | $-38M | $-59M | $-73M | $-38M | $-70M | $-61M | · | $-69M | $-64M | · | |
| Stockholders' Equity | $1.63B | $1.48B | $1.49B | $1.49B | $1.51B | $1.45B | $1.52B | $1.57B | $1.51B | $1.49B | $1.50B | $1.48B | $1.45B | $1.44B | |
| Liabilities + Equity | $2.18B | $2.01B | $2.02B | $2.00B | $2.00B | $1.93B | $1.99B | $2.06B | $2.00B | $2.01B | · | $2.00B | $1.97B | · | |
| Shares Outstanding | 168,217,000 | 166,527,000 | 166,997,000 | 167,549,000 | 167,899,000 | 167,865,000 | 170,434,000 | 171,515,000 | 171,501,000 | 171,662,000 | · | 172,293,000 | 172,601,000 | · |
Flusso di cassa
| Metrica | Tendenza | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | · | $3M | $3M | $3M | $3M | $3M | $2M | $3M | $3M | $3M | $2M | · | $942.0K | $806.0K | |
| Operating Cash Flow | · | $45M | $75M | $87M | $43M | $41M | $51M | $56M | $28M | $14M | $14M | · | $28M | $66M | |
| CapEx | · | $3M | $3M | $1M | $2M | $3M | $2M | $4M | $5M | $4M | $7M | · | $6M | $4M | |
| Investing Cash Flow | · | $791.0K | $-20M | $19M | $-4M | $33M | $2M | $-27M | $35M | $-49M | $-179M | · | $-6M | $-127M | |
| Stock Repurchased | · | $99M | $25M | $24M | $0 | $102M | $43M | $4M | $11M | $9M | $20M | · | $24M | $26M | |
| Net Stock Activity | · | $-99M | · | · | · | $-102M | · | · | · | $-9M | · | · | $-24M | · | |
| Dividends Paid | · | $14M | $14M | $13M | $13M | $14M | $14M | $13M | $13M | $13M | $13M | · | $12M | $12M | |
| Financing Cash Flow | · | $-69M | $-37M | $-38M | $-13M | $-118M | $-56M | $-15M | $-22M | $-25M | $-33M | · | $-39M | $-32M | |
| Net Change in Cash | · | $-26M | $17M | $67M | $36M | $-42M | $-11M | $20M | $38M | $-64M | $-193M | · | $-17M | $-85M | |
| Free Cash Flow | · | $42M | · | · | · | $38M | · | · | · | $10M | · | · | $22M | · |
Redditività
| Metrica | Tendenza | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 70.7% | 71.1% | · | 67.6% | 67.4% | 66.8% | · | 67.9% | 69.6% | 67.3% | · | 74.1% | 71.5% | · | |
| Operating Margin | 29.4% | 22.3% | · | 20.9% | 17.4% | 12.1% | · | 13.5% | 16.1% | 6.7% | · | 26.9% | 11.0% | · | |
| Net Margin | 25.0% | 19.3% | · | 6.4% | 16.3% | 10.9% | · | 12.6% | 15.1% | 5.7% | · | 23.7% | 12.7% | · | |
| Pretax Margin | 30.7% | 23.0% | · | 22.7% | 19.3% | 12.9% | · | 15.6% | 17.4% | 8.3% | · | 28.0% | 13.0% | · | |
| EBITDA Margin | 29.4% | 22.3% | · | 20.9% | 17.4% | 12.1% | · | 13.5% | 16.1% | 6.7% | · | 26.9% | 11.0% | · | |
| ROA | · | · | · | 0.87% | 2.0% | 1.2% | · | 1.5% | 1.8% | 0.60% | · | · | · | · | |
| ROE | · | · | · | 1.2% | 2.7% | 1.6% | · | 1.9% | 2.4% | 0.82% | · | · | · | · | |
| ROIC | · | · | · | 1.1% | 2.4% | 1.5% | · | 1.6% | 2.2% | 0.65% | · | · | · | · |
Liquidità e Solvibilità
| Metrica | Tendenza | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 4.0 | 3.3 | 3.1 | · | 3.9 | 4.0 | 3.5 | · | · | · | · | |
| Quick Ratio | · | · | · | 2.4 | 1.9 | 1.7 | · | 2.1 | 2.0 | 1.5 | · | · | · | · |
Efficienza
| Metrica | Tendenza | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | · | · | |
| Inventory Turnover | · | · | · | 0.6 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | · | · | · | |
| Receivables Turnover | · | · | · | 1.8 | 1.5 | 1.4 | · | 1.6 | 1.6 | 1.5 | · | · | · | · |
Per Azione
| Metrica | Tendenza | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | $8.89 | $8.97 | $8.61 | · | $9.14 | $8.79 | $8.68 | · | · | · | · | |
| Revenue / Share | $1.71 | $1.59 | · | $1.64 | $1.48 | $1.27 | · | $1.36 | $1.39 | $1.22 | · | $1.40 | $1.16 | · | |
| Cash Flow / Share | · | $0.27 | · | · | · | $0.24 | · | · | · | $0.08 | · | · | $0.16 | · | |
| Cash / Share | · | · | · | $1.47 | $1.07 | $0.86 | · | $1.15 | $1.03 | $0.81 | · | · | · | · | |
| Dividend Paid / Share | $0.09 | $0.09 | $0.09 | $0.08 | $0.08 | $0.08 | $0.08 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | |
| EPS (TTM) | $1.04 | $0.85 | · | $0.65 | $0.72 | $0.69 | · | $0.51 | $0.45 | $0.57 | · | $0.99 | $1.00 | · |
Valutazione (TTM)
| Metrica | Tendenza | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.09B | $1.05B | · | $972M | $930M | $920M | · | $882M | $844M | $847M | · | $893M | $925M | · | |
| Net Income TTM | $175M | $143M | · | $110M | $122M | $118M | · | $89M | $78M | $100M | · | $172M | $174M | · | |
| Market Cap | · | · | · | $7.67B | $5.28B | $5.04B | · | $6.91B | $8.02B | $7.28B | · | · | · | · | |
| P/E | 65.2 | 57.8 | · | 70.4 | 43.7 | 43.5 | · | 79.0 | 103.9 | 74.4 | · | 56.6 | 49.5 | · | |
| P/S | · | · | · | 7.9 | 5.7 | 5.5 | · | 7.8 | 9.5 | 8.6 | · | · | 9.2 | · | |
| P/B | · | · | · | 5.2 | 3.5 | 3.5 | · | 4.4 | 5.3 | 4.9 | · | · | · | · | |
| P / Tangible Book | · | · | · | 7.6 | 5.2 | 5.2 | · | 6.4 | 7.8 | 7.3 | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | 124.4 | · | · | · | 533.7 | · | · | · | · | |
| Dividend Yield | 0.48% | · | · | 0.71% | 1.0% | 1.1% | · | 0.75% | 0.63% | · | · | · | · | · | |
| Earnings Yield | 1.5% | 1.7% | · | 1.4% | 2.3% | 2.3% | · | 1.3% | 0.96% | 1.3% | · | 1.8% | 2.0% | · | |
| Payout Ratio | · | 27.5% | · | · | · | 57.4% | · | · | · | 107.2% | · | · | 47.2% | · | |
| Annual Payout | $55M | $55M | · | $54M | $54M | $53M | · | $51M | $51M | · | · | · | · | · |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $994M | $915M | $838M | $1.01B | $1.04B |
| Margine Lordo % | 66.9% | 68.4% | 71.8% | 71.8% | 73.3% |
| Margine Operativo % | 16.4% | 12.6% | 15.6% | 24.5% | 30.4% |
| Utile netto | $114M | $106M | $113M | $216M | $280M |
| EPS Diluito | $0.68 | $0.62 | $0.65 | $1.23 | $1.56 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 3.8 | 3.6 | 4.5 | 3.8 | 3.4 |
| Quick Ratio | 2.2 | 1.9 | 2.1 | 1.6 | 1.7 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $237M | $134M | $90M | $224M | $299M |
Proprietari istituzionali (13F) 702 filer · $12.5B totale · Aggiornato al 30 Settembre 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 |
|---|---|---|---|---|
| 144 (+7 vs trimestre precedente) | 50 (-12 vs trimestre precedente) | 258 (+53 vs trimestre precedente) | 184 (+2 vs trimestre precedente) | +16.7M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $1.158.122.863 | 15.991.755 | 9,25% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $731.432.296 | 10.099.866 | 5,84% | Azioni |
| VANGUARD GROUP INC | $668.387.507 | 18.576.640 | 5,34% | Azioni |
| Invesco Ltd. | $594.323.962 | 8.206.627 | 4,75% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $543.830.096 | 7.509.391 | 4,34% | Azioni |
| Pictet Asset Management Holding SA | $422.009.745 | 5.829.878 | 3,37% | Azioni |
| NORDEA INVESTMENT MANAGEMENT AB | $407.353.348 | 5.820.165 | 3,25% | Azioni |
| STATE STREET CORP | $392.464.258 | 5.419.280 | 3,13% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $356.277.253 | 4.918.798 | 2,84% | Azioni |
| DISCIPLINED GROWTH INVESTORS INC /MN | $299.798.160 | 4.139.715 | 2,39% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $215.794.147 | 2.979.759 | 1,72% | Azioni |
| Point72 Asset Management, L.P. | $183.372.727 | 2.532.073 | 1,46% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $172.191.082 | 2.378.052 | 1,37% | Azioni |
| LAZARD ASSET MANAGEMENT LLC | $166.412.977 | 2.297.887 | 1,33% | Azioni |
| Sumitomo Mitsui Trust Group, Inc. | $160.436.444 | 2.215.361 | 1,28% | Azioni |
| Chevy Chase Trust Holdings, LLC | $148.232.066 | 2.046.839 | 1,18% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $147.709.978 | 2.039.619 | 1,18% | Azioni |
| MORGAN STANLEY | $142.663.608 | 1.969.946 | 1,14% | Azioni |
| Artisan Partners Limited Partnership | $139.885.748 | 1.931.590 | 1,12% | Azioni |
| NORGES BANK | $139.445.507 | 1.925.511 | 1,11% | Azioni |
| JANUS HENDERSON GROUP PLC | $130.320.233 | 2.660.411 | 1,04% | Azioni |
| Bank of New York Mellon Corp | $129.347.951 | 1.786.081 | 1,03% | Azioni |
| FULLER & THALER ASSET MANAGEMENT, INC. | $126.562.208 | 1.747.614 | 1,01% | Azioni |
| Quantinno Capital Management LP | $119.595.475 | 1.651.415 | 0,95% | Azioni |
| NORTHERN TRUST CORP | $114.905.700 | 1.586.657 | 0,92% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $113.996.980 | 1.574.110 | 0,91% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $103.669.520 | 1.431.504 | 0,83% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $101.949.432 | 1.458.087 | 0,81% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $100.541.822 | 1.390.872 | 0,80% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $98.178.201 | 1.355.678 | 0,78% | Azioni |
| Copeland Capital Management, LLC | $96.019.540 | 1.325.870 | 0,77% | Azioni |
| MAIRS & POWER INC | $94.714.932 | 1.307.856 | 0,76% | Azioni |
| Mawer Investment Management Ltd. | $94.520.774 | 1.305.175 | 0,75% | Azioni |
| Capital International Investors | $92.042.199 | 1.270.950 | 0,73% | Azioni |
| BAMCO INC /NY/ | $90.604.590 | 1.251.099 | 0,72% | Azioni |
| Front Street Capital Management, Inc. | $90.581.232 | 1.255.029 | 0,72% | Azioni |
| GOLDMAN SACHS GROUP INC | $89.461.100 | 1.235.309 | 0,71% | Azioni |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $88.838.628 | 1.226.714 | 0,71% | Azioni |
| Stephens Investment Management Group LLC | $85.108.926 | 1.175.213 | 0,68% | Azioni |
| Hood River Capital Management LLC | $84.888.551 | 1.172.170 | 0,68% | Azioni |
| Legal & General Group Plc | $83.189.603 | 1.148.709 | 0,66% | Azioni |
| UBS Group AG | $81.694.613 | 1.128.067 | 0,65% | Azioni |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $76.709.293 | 1.059.228 | 0,61% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $76.305.478 | 1.053.652 | 0,61% | Azioni |
| Munro Partners | $75.805.635 | 1.046.750 | 0,61% | Azioni |
| Electron Capital Partners, LLC | $70.091.190 | 967.843 | 0,56% | Azioni |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $65.970.130 | 910.938 | 0,53% | Azioni |
| ROYCE & ASSOCIATES LP | $63.620.246 | 878.490 | 0,51% | Azioni |
| BANK OF AMERICA CORP /DE/ | $61.773.366 | 852.988 | 0,49% | Azioni |
| AMERIPRISE FINANCIAL INC | $57.149.176 | 785.009 | 0,46% | Azioni |
Insider aziendali 32 insider · 15 dirigenti · 18 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Matthew Moschner | CEO & President | 11 Agosto 2026 M | 10.884 | 0 | 5 | $-1.597.756 |
| Dennis Fehr | SVP, Chief Financial Officer | 06 Maggio 2026 M | 15.988 | 0 | 0 | $0 |
| Paul Todgham | SVP, CFO | 22 Febbraio 2024 M | 30.140 | 0 | 0 | $0 |
| John J. Curran | Sr Vice President, CFO | 03 Maggio 2019 M | 0 | 0 | 0 | $0 |
| Richard Morin | Sr. VP F&A, CFO | 08 Dicembre 2016 M | 1.998 | 0 | 0 | $0 |
| James Hoffmaster | President and COO | 29 Gennaio 2007 A | 0 | 0 | 0 | $0 |
| Darren Marc Long | Vice President | 07 Agosto 2026 M | 5.756 | 0 | 4 | $-1.343.428 |
| Laura Ann Macdonald | VP and PAO | 11 Maggio 2026 M | 5.258 | 0 | 12 | $-10.132.390 |
| Joerg Kuechen | Head of Corporate M&A | 20 Febbraio 2026 M | 6.032 | 0 | 4 | $-3.468.278 |
| Carl Gerst | EVP, Global Sales and Products | 20 Febbraio 2026 M | 0 | 0 | 2 | $-802.041 |
| Sheila Marie Dipalma | EVP, Employee Services | 20 Febbraio 2026 M | 15.013 | 0 | 0 | $0 |
| Mark Fennell | Chief Legal Officer &Secretary | 17 Febbraio 2026 A | 0 | 0 | 7 | $-4.349.979 |
| SHILLMAN ROBERT J | CHAIRMAN OF THE BOARD | 20 Febbraio 2020 G | 5.660.800 | 0 | 0 | $0 |
| Justin Testa | EVP, MVSD | 20 Novembre 2008 M | 0 | 0 | 0 | $0 |
| Eric Ceyrolle | Ex VP WW Sales & Marketing | 20 Novembre 2008 P | 500 | 0 | 0 | $0 |
| Dianne M Parrotte | Direttore | 02 Marzo 2026 M | 33.431 | 0 | 4 | $-2.376.000 |
| Angelos Papadimitriou | Direttore | 21 Febbraio 2026 M | 16.222 | 0 | 1 | $-230.657 |
| Marjorie Sennett | Direttore | 21 Febbraio 2026 M | 25.936 | 0 | 0 | $0 |
| Sachin Lawande | Direttore | 21 Febbraio 2026 M | 28.431 | 0 | 0 | $0 |
| John Tseng-Chung Lee | Direttore | 21 Febbraio 2026 M | 24.820 | 0 | 0 | $0 |
| Anthony Sun | Direttore | 21 Febbraio 2026 M | 335.085 | 0 | 0 | $0 |
| Robert Willett | Direttore | 18 Febbraio 2026 M | 23.120 | 0 | 4 | $-10.797.787 |
| Patrick Alias | Direttore | 06 Marzo 2023 M | 0 | 0 | 0 | $0 |
| Theodor Krantz | Direttore | 22 Febbraio 2023 M | 35.500 | 0 | 0 | $0 |
| Jerry A. Schneider | Direttore | 18 Marzo 2021 M | 0 | 0 | 0 | $0 |
| Eugene G Banucci | Direttore | 02 Marzo 2021 M | 41.900 | 0 | 0 | $0 |
| Jeffrey Benjamin Miller | Direttore | 06 Novembre 2017 M | 0 | 0 | 0 | $0 |
| Reuben Wasserman | Direttore | 27 Maggio 2016 M | 0 | 0 | 0 | $0 |
| Jerald Fishman | Direttore | 13 Febbraio 2013 A | 0 | 0 | 0 | $0 |
| Edward J Smith | Direttore | 18 Marzo 2010 M | 0 | 0 | 0 | $0 |
| William Krivsky | Direttore | 30 Gennaio 2006 A | 299 | 0 | 0 | $0 |
| Bruce Robinson J | · | 05 Settembre 2017 M | 1.875 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 83 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 |
|---|---|---|---|---|
| SUPP · TCW ETF Trust | 5,10% | 9.322 NS | 31 Luglio 2026 | N-PORT |
| AIFD · TCW ETF Trust | 2,18% | 41.922 NS | 31 Luglio 2026 | N-PORT |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 1,91% | 122.079 NS | 31 Luglio 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1,52% | 1.322.115 SH | 02 Ottobre 2026 | Giornaliero |
| ROBO · EXCHANGE TRADED CONCEPTS TRUST | 1,32% | 402.435 NS | 31 Luglio 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 1,25% | 203 NS | 31 Luglio 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,72% | 63.371 NS | 31 Luglio 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,65% | 13.038 NS | 31 Luglio 2026 | N-PORT |
| SHPP · Pacer Funds Trust | 0,56% | 178 NS | 31 Luglio 2026 | N-PORT |
| CVAR · ETF Opportunities Trust | 0,56% | 3.682 NS | 31 Luglio 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,41% | 20.503 NS | 31 Luglio 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,35% | 71.446 SH | 19 Agosto 2026 | Giornaliero |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,34% | 71.115 NS | 31 Luglio 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,33% | 2.205.562 SH | 19 Agosto 2026 | Giornaliero |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,33% | 268.943 SH | 19 Agosto 2026 | Giornaliero |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,33% | 21.834 SH | 02 Ottobre 2026 | Giornaliero |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,32% | 82.104 SH | 19 Agosto 2026 | Giornaliero |
| NUSC · Nushares ETF Trust | 0,32% | 62.698 NS | 31 Luglio 2026 | N-PORT |
| ISCG · iShares Trust | 0,31% | 48.760 SH | 11 Settembre 2026 | Giornaliero |
| PTMC · Pacer Funds Trust | 0,31% | 18.375 NS | 31 Luglio 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,28% | 27.814 NS | 31 Luglio 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,23% | 89.371 NS | 31 Luglio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,23% | 2.444 NS | 31 Luglio 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,22% | 8.208 NS | 31 Luglio 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,22% | 67.128 NS | 31 Luglio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,22% | 19.027 NS | 31 Luglio 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,19% | 18.396 SH | 19 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,19% | 438.042 NS | 31 Luglio 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,16% | 10.388 SH | 19 Agosto 2026 | Giornaliero |
| IGPT · Invesco Exchange-Traded Fund Trust | 0,15% | 35.779 SH | 02 Ottobre 2026 | Giornaliero |
| SMMD · iShares Trust | 0,14% | 88.718 SH | 11 Settembre 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 1.909.800 SH | 19 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,14% | 3.817.040 SH | 19 Agosto 2026 | Giornaliero |
| RILA · Spinnaker ETF Series | 0,14% | 895 NS | 31 Luglio 2026 | N-PORT |
| ESML · iShares Trust | 0,14% | 62.351 SH | 11 Settembre 2026 | Giornaliero |
| IYJ · iShares Trust | 0,13% | 39.670 SH | 11 Settembre 2026 | Giornaliero |
| TECB · iShares Trust | 0,11% | 8.497 SH | 11 Settembre 2026 | Giornaliero |
| FTEC · FIDELITY COVINGTON TRUST | 0,10% | 309.603 NS | 31 Luglio 2026 | N-PORT |
| IWS · iShares Trust | 0,10% | 250.268 SH | 11 Settembre 2026 | Giornaliero |
| VGT · VANGUARD WORLD FUND | 0,10% | 2.368.397 SH | 19 Agosto 2026 | Giornaliero |
| WSML · iShares Trust | 0,10% | 10.590 SH | 11 Settembre 2026 | Giornaliero |
| PEXL · Pacer Funds Trust | 0,09% | 686 NS | 31 Luglio 2026 | N-PORT |
| IWR · iShares Trust | 0,08% | 682.639 SH | 11 Settembre 2026 | Giornaliero |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,06% | 43.982 SH | 02 Ottobre 2026 | Giornaliero |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,05% | 940.183 SH | 19 Agosto 2026 | Giornaliero |
| IGM · iShares Trust | 0,05% | 78.219 SH | 11 Settembre 2026 | Giornaliero |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,05% | 9.210 SH | 02 Ottobre 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 5.695 SH | 02 Ottobre 2026 | Giornaliero |
| REVS · Columbia ETF Trust I | 0,04% | 1.971 NS | 31 Luglio 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,04% | 4.740 SH | 02 Ottobre 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,04% | 13.006 NS | 31 Luglio 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,04% | 987 NS | 31 Luglio 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,03% | 82.146 NS | 31 Luglio 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,03% | 8.289 SH | 19 Agosto 2026 | Giornaliero |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 100.645 SH | 19 Agosto 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,03% | 218.487 NS | 31 Luglio 2026 | N-PORT |
| DSI · iShares Trust | 0,03% | 25.174 SH | 11 Settembre 2026 | Giornaliero |
| IWD · iShares Trust | 0,03% | 370.209 SH | 11 Settembre 2026 | Giornaliero |
| DCOR · Dimensional ETF Trust | 0,03% | 13.535 NS | 31 Luglio 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0,03% | 22.706 NS | 31 Luglio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 5.282.094 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 27.260 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 14.008 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,02% | 37.707 SH | 19 Agosto 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,02% | 6.478 NS | 31 Luglio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 34.041 NS | 31 Luglio 2026 | N-PORT |
| IUSV · iShares Trust | 0,02% | 72.940 SH | 11 Settembre 2026 | Giornaliero |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 25.400 SH | 02 Ottobre 2026 | Giornaliero |
| DFUS · Dimensional ETF Trust | 0,02% | 48.660 NS | 31 Luglio 2026 | N-PORT |
| IYY · iShares Trust | 0,02% | 7.366 SH | 09 Settembre 2026 | Giornaliero |
| IWB · iShares Trust | 0,01% | 115.154 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,01% | 46.633 SH | 11 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,01% | 217.764 SH | 11 Settembre 2026 | Giornaliero |
| IUSG · iShares Trust | 0,01% | 74.773 SH | 11 Settembre 2026 | Giornaliero |
| DGRO · iShares Trust | 0,01% | 84.026 SH | 11 Settembre 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 136.194 SH | 19 Agosto 2026 | Giornaliero |
| IJH · iShares Trust | · | 5.839.815 SH | 11 Settembre 2026 | Giornaliero |
| IJK · iShares Trust | · | 482.562 SH | 11 Settembre 2026 | Giornaliero |
| IJJ · iShares Trust | · | 424.286 SH | 21 Agosto 2026 | Giornaliero |
| XJH · iShares Trust | · | 22.734 SH | 08 Settembre 2026 | Giornaliero |
| ISCB · iShares Trust | · | 6.876 SH | 11 Settembre 2026 | Giornaliero |
| SMLF · iShares Trust | · | 15.179 SH | 11 Settembre 2026 | Giornaliero |
| SMMV · iShares Trust | · | 2.782 SH | 01 Settembre 2026 | Giornaliero |
CGNX Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
19 analisti · 2026-10-01Target medio $79.58 +22,5%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| CGNX | $6.01B | 52.9 | 8.7% | 11.5% | 7.6% | 66.9% |
| KEYS | $36.97B | 37.3 | 8.0% | 15.8% | 15.5% | · |
| TDY | $23.89B | 27.4 | 7.9% | 14.6% | 8.6% | · |
| ZBRA | $12.04B | 29.7 | 8.3% | 7.8% | 11.6% | 48.0% |
| AEIS | $7.91B | 54.5 | 21.4% | 8.2% | 11.3% | 37.7% |
| RAL | $5.75B | -4.7 | -4.0% | -59.1% | -52.3% | 50.3% |
| NOVT | $4.24B | 80.9 | 3.3% | 5.5% | 5.2% | 44.4% |
| VNT | $5.29B | 13.5 | 3.2% | 13.2% | 35.4% | · |
| ITRI | $4.17B | 14.3 | -3.0% | 12.7% | 19.4% | 37.7% |
| BMI | $6.49B | 36.4 | 10.9% | 15.4% | 20.4% | 41.7% |
| MIR | · | 212.9 | 7.5% | 3.1% | 1.7% | 47.4% |
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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