BMRN BioMarin Pharmaceutical Inc. - Common Stock
BioMarin Pharmaceutical Inc. - Common Stock について Wikipediaからの企業概要
BioMarin Pharmaceutical Inc. is an American biotechnology company headquartered in San Rafael, California. It has offices and facilities in the United States, South America, Asia, and Europe. BioMarin's core business and research are in enzyme replacement therapies (ERTs). BioMarin was the first company to provide therapeutics for mucopolysaccharidosis type I, by manufacturing laronidase. BioMarin was also the first company to provide therapeutics for phenylketonuria (PKU).
続きを読む
BioMarin Pharmaceutical Inc. is an American biotechnology company headquartered in San Rafael, California. It has offices and facilities in the United States, South America, Asia, and Europe. BioMarin's core business and research are in enzyme replacement therapies (ERTs). BioMarin was the first company to provide therapeutics for mucopolysaccharidosis type I (MPS I), by manufacturing laronidase (Aldurazyme, commercialized by Genzyme Corporation). BioMarin was also the first company to provide therapeutics for phenylketonuria (PKU).
Over the years, BioMarin has been criticised for drug pricing and for specific instances of denying access to drugs in clinical trials.
History
BioMarin was founded in 1997 by Christopher Starr Ph.D. and Grant W. Denison Jr. with an investment of a $1.5 million from Glyko Biomedical and went public in 1999. Seed investors were amongst others MPM Bioventures, Grosvenor Fund and Florian Schönharting.
Business development
In 2002, BioMarin acquired Glyko Biomedical.
In 2009, BioMarin acquired Huxley Pharmaceuticals, Inc. (Huxley), which had rights to a proprietary form of 3,4-diaminopyridine (3,4-DAP), amifampridine phosphate. In 2010, BioMarin was granted marketing approval by the European Commission for 3,4-diaminopyridine (3,4-DAP), amifampridine phosphate for the treatment of the rare autoimmune disease Lambert–Eaton myasthenic syndrome (LEMS). BioMarin launched the product under the name Firdapse.
In 2010, BioMarin acquired LEAD Therapeutics, Inc. (LEAD), a small private drug discovery and early stage development company with key compound LT-673, an orally available poly (ADP-ribose) polymerase (PARP) inhibitor studied for the treatment of patients with rare, genetically defined cancers. This acquisition was followed by the purchase of ZyStor Therapeutics, Inc. (ZyStor), a privately held biotechnology company developing ERTs for the treatment of lysosomal storage disorders and its lead product candidate, ZC-701, a fusion of insulin-like growth factor 2 and alpha glucosidase (IGF2-GAA) in development for Pompe disease. At its R&D day in October 2010, BioMarin also announced a new program for a peptide therapeutic, vosoritide (BMN-111), for the treatment of achondroplasia.
In 2012, BioMarin acquired Zacharon Pharmaceuticals, a private biotechnology company based in San Diego focused on developing small molecules targeting pathways of glycan metabolism.
In 2014, BioMarin acquired a histone deacetylase inhibitor chemical library from Repligen for $2 million with the intention of advancing work toward therapies for Friedreich's ataxia and other neurological disorders.
In November 2014, the company agreed to the acquisition of Prosensa for up to $840 million; however, the range of treatments for Duchenne muscular dystrophy failed to attain FDA approval, and development ceased in May 2016.
In October 2019 it was revealed that the group will open an office in Dublin to support further growth through Europe, the Middle East and Asia.
In December 2025, BioMarin agreed to acquire Amicus Therapeutics for $4.8 billion.
Acquisition history
The following is an illustration of the company's major mergers and acquisitions and historical predecessors (this is not a comprehensive list):
Products
As of 2022, BioMarin has six products on the market, each of which is an orphan drug.
Tetrahydrobiopterin (branded as Kuvan) (sapropterin dihydrochloride), a small molecule drug for phenylketonuria, introduced in 2007 as the first medication-based intervention to treat phenylketonuria
Arylsulfatase B (branded as Naglazyme) (galsulfase), a recombinant protein therapeutic for Maroteaux–Lamy syndrome (also called mucopolysaccharidosis type VI)
Iduronidase (branded as Aldurazyme), a recombinant protein therapeutic for mucopolysaccharidosis I
Amifampridine (branded as Firdapse), a small molecule drug for Lambert–Eaton myasthenic syndrome (as of 2013 approved in the EU only)
Elosulfase alfa (branded as Vimizim), is the only enzyme replacement therapy to address the cause of Morquio A Syndrome (MPS IVA), which affects an estimated 3,000 patients in the developed world. The disease occurs as a result of a deficiency of activity in an enzyme involved in glycosaminoglycan (GAG) metabolism.
Cerliponase alfa (branded as Brineura), is an enzyme replacement treatment for Batten disease, which is a form of neuronal ceroid lipofuscinosis. It was approved in 2017.
Valoctocogene roxaparvovec (branded as Roctavian) is an adeno-associated viral vector for treatment of hemophilia A that aims to transfer a working copy of the Factor VIII gene into patients who lack one. It was approved in the EU in August 2022.
Biomarin is working to develop several new drugs.
Controversies
In 2010, BioMarin became involved in controversy surrounding 3,4-diaminopyridine (3,4-DAP). BioMarin markets a phosphate salt of 3,4-DAP under the name Firdapse. In 2010, BioMarin was granted exclusive licensing rights to Firdapse for 10 years. As a result, the price of a prescribed National Health Service treatment course has increased from $1,987 for the unlicensed drug to $69,970 for Firdapse. The company states that prior to its licensing, there was no guaranteed quality control of the product and no way of formally monitoring for uncommon side effects through the regulatory process.
In 2013, BioMarin Pharmaceuticals was at the center of a high-profile debate regarding expanded access of cancer patients to experimental drugs. On the advice of her doctor, Andrea Sloan, a patient with advanced ovarian cancer, requested that the company provide her with access to BMN 673, an unapproved PARP inhibitor drug candidate that had exhibited promising activity in a small Phase 1 clinical trial. The company declined, citing safety concerns. Ms. Sloan eventually received a similar drug candidate from a different company.
In 2015, there was another controversy over expanded access, concerning the supply of a drug on clinical trial to a German child who was suffering from a brain disorder but who was not part of the trial.
In April 2019, the BBC reported that patients who took part in a trial treatment for the drug Kuvan (sapropterin hydrochloride) were later denied access to it. The company was criticised by the NHS and Stephen Hammond MP for patient profiteering. The company commented the following in response: "BioMarin is disappointed that the NHS England has not recognised the value of treating PKU patients with Kuvan, despite more than a decade of positive patient outcomes across 26 countries in Europe, Russia and Turkey"
In June 2019, a Belgian court ordered BioMarin to continue supplying Vimizim to a young girl suffering from Morquio syndrome free of charge. BioMarin stopped providing free Vimizim at the beginning of the year after negotiations with Belgian health authorities regarding reimbursement of the product repeatedly failed. This caused the parents to start legal proceedings to force the company to keep providing the medicine free of charge. BioMarin was ordered in a preliminary injunction to keep doing so until a definitive judgment would be rendered, or until the medicine would be available on the Belgian market at a reasonable price.
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BMRN 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
BMRN 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か？
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
成長 収益、EPS、純利益の成長率：前年比、3年CAGR、5年CAGR
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
BMRN アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド
- 強い買い 10 30.3%
- 買い 16 48.5%
- 保有 7 21.2%
- 売り 0 0.0%
- 強い売り 0 0.0%
12ヶ月目標株価
26 アナリスト · 2026-08-21決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
| 期間 | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|
| 2026年6月30日 | $0.73 | $0.70 | 0.03% |
| 2026年3月31日 | $0.54 | $0.77 | -0.23% |
| 2025年12月31日 | $-0.24 | $0.64 | -0.88% |
| 2025年9月30日 | $-0.16 | $0.38 | -0.54% |
| 2025年6月30日 | $1.23 | $0.85 | 0.38% |
| 2025年3月31日 | $0.95 | $0.72 | 0.23% |
同業他社比較（GICSサブインダストリー） 主要メトリクスとセクターピアの比較
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| BMRN | $11.43B | 33.0 | 12.9% | 10.8% | 5.8% | — |
| UTHR | $21.27B | 17.5 | 10.6% | 41.9% | 18.7% | 87.9% |
| BBIO | $14.90B | -20.2 | 126.3% | -146.0% | 41.2% | — |
| NBIX | $14.20B | 30.4 | 21.4% | 16.7% | 16.1% | — |
| EXEL | $11.44B | 15.7 | 7.0% | 33.7% | 37.3% | — |
| ARWR | $4.68B | -3449.0 | 23258.2% | -0.20% | -0.50% | — |
| MDGL | $13.30B | -45.3 | 432.1% | -30.1% | -44.4% | — |
| HALO | $7.93B | 26.3 | 37.5% | 22.7% | 166.1% | — |
| CYTK | $7.81B | -9.7 | 376.6% | -891.6% | 152.7% | — |
| KYMR | $6.33B | -21.1 | -16.7% | -794.0% | -24.4% | — |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書 16
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.22B | $2.85B | $2.42B | $2.10B | $1.85B | $1.86B | $1.70B | $1.49B | $1.31B | $1.12B | $890M | $749M | |
| Cost of Revenue | $717M | $580M | $532M | $503M | $471M | $524M | $359M | $315M | $242M | $210M | $152M | $122M | |
| R&D Expense | $922M | $747M | $747M | $650M | $629M | $628M | $715M | $696M | $611M | $662M | $635M | $462M | |
| SG&A Expense | $1.15B | $1.01B | $892M | $823M | $759M | $738M | $681M | $604M | $554M | $477M | $402M | $302M | |
| Operating Expenses | $2.81B | $2.37B | $2.23B | $1.94B | $1.93B | $1.90B | $1.80B | $1.61B | $1.33B | $1.92B | $1.00B | $842M | |
| Operating Income | $409M | $484M | $186M | $161M | $-82M | $-43M | $-100M | $-124M | $-15M | $-803M | $-111M | $-93M | |
| Interest Expense | · | · | $17M | $16M | $15M | $29M | $23M | $44M | $43M | $39M | $38M | $37M | |
| Interest Income | $75M | $75M | $58M | $18M | $10M | $17M | $23M | $23M | $15M | $7M | $5M | $6M | |
| Pretax Income | $482M | $542M | $189M | $150M | $-75M | $-49M | $-95M | $-143M | $-36M | $-831M | $-155M | $-125M | |
| Income Tax | $134M | $115M | $21M | $8M | $-11M | $-903M | $-71M | $-65M | $81M | $-201M | $17M | $9M | |
| Net Income | $349M | $427M | $168M | $142M | $-64M | $854M | $-24M | $-77M | $-117M | $-630M | $-172M | $-134M | |
| EPS (Basic) | $1.82 | $2.25 | $0.89 | $0.76 | $-0.35 | $4.72 | $-0.13 | $-0.44 | $-0.67 | $-3.80 | $-1.07 | $-0.92 | |
| EPS (Diluted) | $1.80 | $2.21 | $0.87 | $0.75 | $-0.35 | $4.50 | $-0.13 | $-0.44 | $-0.67 | $-3.81 | $-1.07 | $-0.92 | |
| Shares (Basic) | 191,787,000 | 190,027,000 | 187,834,000 | 185,266,000 | 182,852,000 | 180,804,000 | 179,039,000 | 177,061,000 | 174,427,000 | 165,985,000 | 160,025,000 | 146,349,000 | |
| Shares (Diluted) | 197,394,000 | 196,708,000 | 191,595,000 | 188,963,000 | 182,852,000 | 191,678,000 | 179,039,000 | 177,268,000 | 174,427,000 | 166,219,000 | 160,025,000 | 146,349,000 | |
| EBITDA | $489M | $581M | $262M | $252M | $26M | $68M | $5M | $-28M | $73M | $-707M | $-64M | $-93M |
貸借対照表 28
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.31B | $943M | $755M | $725M | $587M | $649M | $437M | $494M | $598M | $408M | $397M | $875M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $798M | $381M | $196M | $70M | |
| Receivables | $908M | $661M | $634M | $461M | $373M | $448M | $377M | $343M | $261M | $215M | $165M | $144M | |
| Inventory | $1.30B | $1.23B | $1.11B | $894M | $777M | $699M | $680M | $531M | $476M | $355M | $272M | $199M | |
| Prepaid Expense | · | · | · | · | · | · | · | · | · | · | $28M | $35M | |
| Other Current Assets | $186M | $202M | $141M | $105M | $110M | $130M | $131M | $98M | $74M | $62M | $60M | $109M | |
| Current Assets | $3.95B | $3.23B | $2.96B | $2.75B | $2.27B | $2.34B | $1.94B | $2.06B | $2.21B | $1.42B | $1.09B | $1.40B | |
| PP&E (Net) | $953M | $1.04B | $1.07B | $1.07B | $1.04B | $1.03B | $1.01B | $949M | $897M | $799M | $704M | $524M | |
| PP&E (Gross) | $2.03B | $1.93B | $1.93B | $1.88B | $1.76B | $1.67B | $1.56B | $1.42B | $1.30B | $1.14B | $983M | $752M | |
| Accum. Depreciation | $1.07B | $892M | $867M | $802M | $721M | $636M | $549M | $473M | $407M | $343M | $279M | $229M | |
| Goodwill | $196M | $196M | $196M | $196M | $196M | $196M | $197M | $197M | $197M | $197M | $197M | $54M | |
| Intangibles | $214M | $255M | $295M | $339M | $389M | $417M | $457M | $492M | $518M | $554M | $684M | $157M | |
| Other Non-current Assets | $277M | $251M | $172M | $176M | $152M | $142M | $122M | $37M | $30M | $33M | $409M | $55M | |
| Total Assets | $7.59B | $6.99B | $6.84B | $6.38B | $6.00B | $5.85B | $4.69B | $4.43B | $4.63B | $4.02B | $3.73B | $2.48B | |
| Accounts Payable | $759M | $607M | $683M | $573M | $498M | $493M | $571M | $437M | $402M | $371M | $393M | $232M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | $98M | |
| Current Liabilities | $759M | $607M | $1.18B | $589M | $546M | $493M | $933M | $523M | $817M | $439M | $445M | $236M | |
| Capital Leases | $37M | $31M | $38M | $26M | $32M | $40M | $44M | · | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | $0 | $144M | · | |
| Other Non-current Liabilities | $151M | $129M | $120M | $100M | $98M | $114M | $98M | $59M | $59M | $42M | $45M | $30M | |
| Total Liabilities | $1.51B | $1.33B | $1.89B | $1.77B | $1.74B | $1.74B | $1.57B | $1.46B | $1.82B | $1.26B | $1.33B | $947M | |
| Long-term Debt | $597M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $192.0K | $191.0K | $189.0K | $186.0K | $184.0K | $182.0K | $180.0K | $178.0K | $176.0K | $173.0K | $162.0K | $149.0K | |
| Retained Earnings | $154M | $-195M | $-622M | $-789M | $-931M | $-862M | $-1.72B | $-1.69B | $-1.64B | $-1.52B | $-1.02B | $-850M | |
| AOCI | $-13M | $62M | $-29M | $-4M | $14M | $-16M | $20M | $5M | $-23M | $13M | $21M | $27M | |
| Stockholders' Equity | $6.09B | $5.66B | $4.95B | $4.60B | $4.27B | $4.10B | $3.12B | $2.97B | $2.81B | $2.77B | $2.40B | $1.53B | |
| Liabilities + Equity | $7.59B | $6.99B | $6.84B | $6.38B | $6.00B | $5.85B | $4.69B | $4.43B | $4.63B | $4.02B | $3.73B | $2.48B | |
| Shares Outstanding | 192,300,101 | 190,761,000 | 188,598,000 | 186,251,000 | 183,913,000 | 181,741,000 | 179,838,000 | 178,252,954 | 175,843,749 | 172,647,588 | 161,526,044 | 149,093,647 |
キャッシュフロー 16
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $80M | $96M | $104M | $102M | $108M | $105M | $105M | $96M | $88M | $97M | $47M | $46M | |
| Stock-based Comp | $181M | $202M | $207M | $196M | $197M | $190M | $160M | $149M | $140M | $135M | $112M | $86M | |
| Deferred Tax | $49M | $56M | $-45M | $-52M | $-16M | $-890M | $-83M | $-68M | $44M | $-228M | $-77M | $-26M | |
| Amort. of Intangibles | $19M | $43M | $62M | $67M | · | · | · | · | · | · | · | $10M | |
| Other Non-cash | $169M | $-208M | $-275M | $-212M | $79M | $-180M | $-110M | $-79M | $-164M | $399M | $-132M | · | |
| Operating Cash Flow | $828M | $573M | $159M | $176M | $305M | $85M | $48M | $20M | $-9M | $-228M | $-219M | $-70M | |
| CapEx | $103M | $85M | $97M | $121M | $96M | $114M | $145M | $145M | $199M | $148M | $228M | $117M | |
| Investing Cash Flow | $-414M | $136M | $-111M | $-20M | $-366M | $-54M | $-31M | $264M | $-305M | $-484M | · | · | |
| Stock Issued | · | · | · | · | · | · | · | $0 | $0 | $713M | $888M | $117M | |
| Stock Repurchased | · | · | · | $0 | $0 | $50M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | · | · | · | $0 | $0 | $-50M | · | $0 | $0 | $713M | $888M | $117M | |
| Financing Cash Flow | $-42M | $-526M | $-19M | $-19M | $-48.0K | $181M | $-75M | $-388M | $507M | $727M | · | · | |
| Net Change in Cash | $369M | $188M | $31M | $137M | $-62M | $212M | $-57M | $-104M | $190M | $11M | $-478M | $307M | |
| Taxes Paid | $96M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $725M | $487M | $63M | $55M | $209M | $-29M | $-97M | $-124M | $-208M | $-376M | $-449M | $-192M | |
| Levered FCF | · | · | $47M | $40M | $196M | $566M | $-103M | $-148M | $-347M | $-406M | $-492M | $-232M |
収益性 7
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 12.7% | 17.0% | 6.5% | 7.1% | -4.5% | -2.0% | -5.9% | -8.3% | -1.1% | -71.9% | -12.4% | -12.4% | |
| Net Margin | 10.8% | 15.0% | 6.9% | 6.8% | -3.5% | 46.2% | -1.4% | -5.2% | -8.9% | -56.4% | -19.3% | -17.8% | |
| Pretax Margin | 15.0% | 19.0% | 7.8% | 7.1% | -4.1% | -2.3% | -5.6% | -9.6% | -2.7% | -74.4% | -17.4% | -16.6% | |
| EBITDA Margin | 15.2% | 20.3% | 10.8% | 12.0% | 1.4% | 3.7% | 0.28% | -1.9% | 5.6% | -63.3% | -7.1% | -12.4% | |
| ROA | 4.8% | 6.2% | 2.5% | 2.3% | -1.1% | 16.3% | -0.52% | -1.7% | -2.7% | -16.3% | -5.5% | -5.7% | |
| ROE | 5.8% | 7.7% | 3.4% | 3.1% | -1.5% | 21.1% | -0.77% | -2.6% | -4.2% | -24.4% | -8.8% | -9.3% | |
| ROIC | 4.9% | 6.7% | 2.8% | 3.1% | -1.6% | 18.2% | -0.81% | -2.2% | -1.7% | -22.0% | -5.1% | -6.5% |
流動性と支払能力 3
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 5.2 | 5.3 | 2.5 | 4.7 | 4.2 | 4.8 | 2.1 | 3.9 | 2.7 | 3.2 | 2.4 | 6.0 | |
| Quick Ratio | 2.9 | 2.6 | 1.2 | 2.0 | 1.8 | 2.2 | 0.9 | 1.6 | 2.0 | 2.3 | 1.7 | 4.6 | |
| Interest Coverage | · | · | 9.1 | 9.4 | -5.4 | -1.3 | -4.3 | -2.8 | -0.3 | -20.3 | -2.9 | -2.5 |
効率性 3
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Inventory Turnover | 0.6 | 0.5 | 0.5 | 0.6 | 0.6 | 0.8 | 0.6 | 0.6 | 0.6 | 0.7 | 0.6 | 0.7 | |
| Receivables Turnover | 4.1 | 4.4 | 4.4 | 5.0 | 4.5 | 4.5 | 4.7 | 4.9 | 5.5 | 5.9 | 5.8 | 5.7 |
成長率 9
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.9% | 18.0% | 15.4% | 13.5% | -0.76% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.4% | 15.6% | 9.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -18.6% | 154.0% | 16.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 33.9% | · | -42.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -16.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.3% | 154.6% | 18.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 35.1% | · | -41.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -16.4% | · | · | · | · | · | · | · | · | · | · | · |
バリュエーション（TTM） 10
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.22B | $2.85B | $2.42B | $2.10B | $1.85B | $1.86B | $1.70B | $1.49B | $1.31B | $1.12B | $890M | $749M | |
| Net Income TTM | $349M | $427M | $168M | $142M | $-64M | $854M | $-24M | $-77M | $-117M | $-630M | $-172M | $-134M | |
| Market Cap | $11.43B | $12.54B | $18.18B | $19.28B | $16.25B | $15.94B | $15.21B | $15.18B | $15.68B | $14.30B | $16.92B | $13.48B | |
| P/E | 33.0 | 29.7 | 110.8 | 138.0 | -252.4 | 19.5 | -650.4 | -193.5 | -133.1 | -21.7 | -97.9 | -98.3 | |
| P/S | 3.5 | 4.4 | 7.5 | 9.2 | 8.8 | 8.6 | 8.9 | 10.2 | 11.9 | 12.8 | 19.0 | 18.0 | |
| P/B | 1.9 | 2.2 | 3.7 | 4.2 | 3.8 | 3.9 | 4.9 | 5.1 | 5.6 | 5.2 | 7.0 | 8.8 | |
| P / Tangible Book | 2.0 | 2.4 | 4.1 | 4.7 | 4.4 | 4.6 | · | · | · | · | · | · | |
| P / Cash Flow | 13.8 | 21.9 | 114.2 | 109.6 | 53.4 | 186.7 | 315.1 | 751.1 | -1790.6 | -62.8 | -76.3 | -183.3 | |
| P / FCF | 15.8 | 25.7 | 290.6 | 350.8 | 77.8 | -550.6 | -157.1 | -122.0 | -75.4 | -38.0 | -37.7 | -70.1 | |
| Earnings Yield | 3.0% | 3.4% | 0.90% | 0.72% | -0.40% | 5.1% | -0.15% | -0.52% | -0.75% | -4.6% | -1.0% | -1.0% |
損益計算書 16
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $990M | $766M | $875M | $776M | $825M | $745M | $747M | $746M | $712M | $649M | $646M | $581M | $595M | $596M | $538M | $505M | |
| Cost of Revenue | $203M | $195M | $276M | $140M | $150M | $152M | $136M | $188M | $130M | $125M | $138M | $128M | $131M | $135M | $147M | $116M | |
| R&D Expense | $207M | $179M | $192M | $409M | $161M | $159M | $174M | $185M | $184M | $205M | $206M | $191M | $177M | $172M | $173M | $158M | |
| SG&A Expense | $396M | $258M | $446M | $268M | $232M | $206M | $267M | $253M | $263M | $226M | $260M | $216M | $206M | $211M | $215M | $217M | |
| Operating Expenses | $879M | $637M | $919M | $823M | $549M | $521M | $586M | $632M | $592M | $560M | $619M | $551M | $530M | $534M | $551M | $508M | |
| Operating Income | $111M | $130M | $-45M | $-47M | $277M | $224M | $161M | $114M | $120M | $88M | $27M | $31M | $66M | $62M | $-13M | $-2M | |
| Interest Expense | $61M | $10M | · | · | $2M | $2M | · | · | · | $4M | · | $4M | $4M | $4M | · | $5M | |
| Interest Income | $10M | $23M | $19M | $18M | $19M | $19M | $18M | $18M | $20M | $19M | $18M | $16M | $13M | $12M | $9M | $5M | |
| Pretax Income | $61M | $141M | $-27M | $-26M | $298M | $238M | $170M | $134M | $132M | $106M | $19M | $42M | $71M | $57M | $-18M | $-2M | |
| Income Tax | $17M | $36M | $19M | $4M | $57M | $52M | $45M | $28M | $25M | $17M | $-1M | $1M | $15M | $6M | $-17M | $5M | |
| Net Income | $45M | $106M | $-47M | $-31M | $241M | $186M | $125M | $106M | $107M | $89M | $20M | $40M | $56M | $51M | $-249.0K | $-7M | |
| EPS (Basic) | $0.23 | $0.55 | $-0.24 | $-0.16 | $1.25 | $0.97 | $0.66 | $0.56 | $0.56 | $0.47 | $0.11 | $0.21 | $0.30 | $0.27 | $-0.01 | $-0.04 | |
| EPS (Diluted) | $0.23 | $0.54 | $-0.22 | $-0.16 | $1.23 | $0.95 | $0.65 | $0.55 | $0.55 | $0.46 | $0.10 | $0.21 | $0.29 | $0.27 | $0.01 | $-0.04 | |
| Shares (Basic) | 193,423,000 | 192,497,000 | -383,119,000 | 192,032,000 | 191,907,000 | 190,967,000 | -379,382,000 | 190,429,000 | 190,114,000 | 188,866,000 | -375,000,000 | 188,219,000 | 187,948,000 | 186,667,000 | -369,575,000 | 185,597,000 | |
| Shares (Diluted) | 194,467,000 | 197,671,000 | -388,203,000 | 192,032,000 | 197,091,000 | 196,474,000 | -400,206,000 | 197,147,000 | 200,505,000 | 199,262,000 | -388,939,000 | 191,173,000 | 194,998,000 | 194,363,000 | -378,968,000 | 185,597,000 | |
| EBITDA | $111M | $146M | · | $-47M | $277M | $246M | · | $114M | $120M | $116M | · | $26M | $59M | $86M | · | $-2M |
貸借対照表 25
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $874M | $2.22B | $1.31B | $1.25B | $1.21B | $1.05B | $943M | $675M | $972M | $747M | · | $785M | $694M | $580M | · | $762M | |
| Receivables | $1.06B | $904M | $908M | $790M | $856M | $739M | $661M | $778M | $691M | $637M | · | $572M | $610M | $598M | · | $420M | |
| Inventory | $1.78B | $1.27B | $1.30B | $1.38B | $1.34B | $1.27B | $1.23B | $1.18B | $1.18B | $1.14B | · | $1.03B | $976M | $919M | · | $839M | |
| Other Current Assets | $254M | $206M | $186M | $204M | $177M | $182M | $202M | $169M | $160M | $163M | · | $225M | $193M | $173M | · | $150M | |
| Current Assets | $3.97B | $4.61B | $3.95B | $3.85B | $3.81B | $3.47B | $3.23B | $3.06B | $3.26B | $2.99B | · | $2.96B | $2.95B | $2.84B | · | $2.68B | |
| PP&E (Net) | $990M | $958M | $953M | $1.04B | $1.03B | $1.03B | $1.04B | $1.05B | $1.05B | $1.06B | · | $1.07B | $1.07B | $1.07B | · | $1.05B | |
| PP&E (Gross) | $2.10B | $2.05B | $2.03B | $1.99B | $1.96B | $1.94B | $1.93B | $1.91B | $1.96B | $1.95B | · | $1.92B | $1.90B | $1.88B | · | $1.83B | |
| Accum. Depreciation | $1.11B | $1.09B | $1.07B | $950M | $931M | $908M | $892M | $869M | $910M | $888M | · | $851M | $829M | $807M | · | $782M | |
| Goodwill | $656M | $196M | $196M | $196M | $196M | $196M | $196M | $196M | $196M | $196M | · | $196M | $196M | $196M | · | $196M | |
| Intangibles | $4.88B | $205M | $214M | $233M | $240M | $247M | $255M | $261M | $266M | $280M | · | $302M | $310M | $326M | · | $354M | |
| Other Non-current Assets | $338M | $276M | $277M | $271M | $249M | $236M | $251M | $199M | $191M | $185M | · | $165M | $144M | $150M | · | $152M | |
| Total Assets | $11.72B | $8.59B | $7.59B | $7.61B | $7.46B | $7.15B | $6.99B | $6.85B | $7.07B | $6.87B | · | $6.76B | $6.56B | $6.43B | · | $6.26B | |
| Accounts Payable | $1.01B | $793M | $759M | $798M | $684M | $628M | $607M | $716M | $572M | $594M | · | $670M | $597M | $598M | · | $493M | |
| Current Liabilities | $1.66B | $793M | $759M | $798M | $684M | $628M | $607M | $716M | $1.07B | $1.09B | · | $1.16B | $597M | $598M | · | $521M | |
| Capital Leases | · | · | $37M | · | · | · | $31M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $210M | $155M | $151M | $163M | $149M | $130M | $129M | $128M | $119M | $117M | · | $105M | $98M | $92M | · | $92M | |
| Total Liabilities | $5.40B | $2.38B | $1.51B | $1.56B | $1.43B | $1.35B | $1.33B | $1.44B | $1.78B | $1.80B | · | $1.86B | $1.78B | $1.77B | · | $1.70B | |
| Long-term Debt | $4.19B | $1.43B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $4.19B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $194.0K | $193.0K | $192.0K | $192.0K | $192.0K | $192.0K | $191.0K | $191.0K | $190.0K | $190.0K | · | $188.0K | $188.0K | $188.0K | · | $186.0K | |
| Retained Earnings | $304M | $260M | $154M | $201M | $232M | $-9M | $-195M | $-320M | $-426M | $-533M | · | $-642M | $-682M | $-738M | · | $-789M | |
| AOCI | $-9M | $-4M | $-13M | $-34M | $-45M | $19M | $62M | $5M | $27M | $-1M | · | $6M | $-19M | $-11M | · | $31M | |
| Stockholders' Equity | $6.32B | $6.21B | $6.09B | $6.06B | $6.03B | $5.79B | $5.66B | $5.41B | $5.29B | $5.07B | $4.95B | $4.90B | $4.78B | $4.66B | $4.60B | $4.57B | |
| Liabilities + Equity | $11.72B | $8.59B | $7.59B | $7.61B | $7.46B | $7.15B | $6.99B | $6.85B | $7.07B | $6.87B | · | $6.76B | $6.56B | $6.43B | · | $6.26B | |
| Shares Outstanding | 193,535,556 | 193,268,870 | 192,300,101 | 192,098,751 | 192,001,650 | 191,755,802 | 190,761,349 | 190,553,918 | 190,355,517 | 189,776,577 | 188,598,000 | 188,339,482 | 188,151,695 | 187,601,106 | 186,251,000 | 185,824,253 |
キャッシュフロー 13
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $98M | $16M | $20M | $18M | $19M | $22M | $24M | $19M | $26M | $27M | $27M | $26M | $25M | $26M | $25M | $25M | |
| Stock-based Comp | $76M | $43M | $47M | $49M | $48M | $38M | $52M | $43M | $48M | $58M | $55M | $48M | $50M | $54M | $47M | $55M | |
| Deferred Tax | $-7M | $9M | $613.0K | $-14M | $33M | $28M | $42M | $12M | $1M | $285.0K | $-25M | $-15M | $1M | $-6M | $-51M | $-4M | |
| Amort. of Intangibles | $73M | $4M | $5M | $5M | $5M | $5M | $10M | $5M | $14M | $14M | $15M | $16M | $16M | $16M | · | · | |
| Restructuring | $56M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $46M | · | · | · | $-99M | · | · | · | $-128M | · | · | · | $-199M | · | · | |
| Operating Cash Flow | $168M | $221M | $100M | $369M | $185M | $174M | $186M | $221M | $119M | $47M | $27M | $136M | $70M | $-74M | $7M | $158M | |
| CapEx | $29M | $21M | $41M | $28M | $17M | $17M | $20M | $18M | $21M | $26M | $29M | $22M | $22M | $24M | $36M | $29M | |
| Investing Cash Flow | $-5.10B | $726M | $-42M | $-331M | $-13M | $-28M | $76M | $-16M | $90M | $-14M | $-65M | $-46M | $30M | $-30M | $-55M | $-23M | |
| Financing Cash Flow | $2.74B | $813M | $3M | $-2M | $-5M | $-39M | $3M | $-499M | $13M | $-43M | $11M | $-788.0K | $12M | $-41M | $11M | $8M | |
| Net Change in Cash | $-2.20B | $1.76B | $62M | $36M | $165M | $106M | $267M | $-297M | $225M | $-8M | $-30M | $91M | $114M | $-144M | $-37M | $142M | |
| Free Cash Flow | · | $200M | · | · | · | $158M | · | · | · | $21M | · | · | · | $-98M | · | · | |
| Levered FCF | · | $193M | · | · | · | · | · | · | · | $18M | · | · | · | $-102M | · | · |
収益性 7
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 11.2% | 16.9% | · | -6.0% | 33.6% | 30.0% | · | 15.3% | 16.9% | 13.6% | · | 4.4% | 9.9% | 10.0% | · | -0.48% | |
| Net Margin | 4.5% | 13.8% | · | -4.0% | 29.1% | 24.9% | · | 14.2% | 15.0% | 13.7% | · | 7.0% | 9.4% | 8.5% | · | -1.3% | |
| Pretax Margin | 6.2% | 18.4% | · | -3.4% | 36.1% | 31.9% | · | 18.0% | 18.6% | 16.3% | · | 7.2% | 11.9% | 9.5% | · | -0.38% | |
| EBITDA Margin | 11.2% | 19.1% | · | -6.0% | 33.6% | 33.0% | · | 15.3% | 16.9% | 17.8% | · | 4.4% | 9.9% | 14.4% | · | -0.48% | |
| ROA | 0.47% | 1.3% | · | -0.43% | 3.3% | 2.6% | · | 1.6% | 1.6% | 1.3% | · | 0.62% | 0.88% | 0.81% | · | -0.11% | |
| ROE | 0.72% | 1.8% | · | -0.54% | 4.2% | 3.4% | · | 2.1% | 2.1% | 1.8% | · | 0.85% | 1.2% | 1.1% | · | -0.15% | |
| ROIC | 0.77% | 1.6% | · | -0.90% | 3.7% | 3.0% | · | 1.7% | 1.8% | 1.5% | · | 0.51% | 0.97% | 1.1% | · | -0.18% |
流動性と支払能力 5
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 5.8 | · | 4.8 | 5.6 | 5.5 | · | 4.3 | 3.1 | 2.7 | · | 2.5 | 4.9 | 4.8 | · | 5.1 | |
| Quick Ratio | 1.2 | 3.9 | · | 2.6 | 3.0 | 2.8 | · | 2.0 | 1.6 | 1.3 | · | 1.2 | 2.2 | 2.0 | · | 2.3 | |
| Debt / Equity | 0.7 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.6 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Interest Coverage | 1.8 | 13.5 | · | · | · | · | · | · | · | 24.9 | · | 6.8 | 15.7 | 16.0 | · | -0.5 |
効率性 3
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | 0.1 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.0 | 0.9 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | 1.1 | 1.2 | · | 1.3 |
バリュエーション（TTM） 13
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.36B | $3.11B | · | $3.09B | $3.03B | $2.85B | · | $2.69B | $2.54B | $2.42B | · | $2.28B | $2.23B | $2.15B | · | $1.97B | |
| Net Income TTM | $360M | $501M | · | $502M | $639M | $488M | · | $342M | $292M | $236M | · | $141M | $128M | $193M | · | $105M | |
| Market Cap | $11.07B | $10.92B | · | $10.40B | $10.55B | $13.56B | · | $13.39B | $15.67B | $16.58B | · | $16.66B | $16.31B | $18.24B | · | $15.75B | |
| Enterprise Value | $14.39B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 31.1 | 22.1 | · | 21.1 | 16.8 | 28.2 | · | 39.7 | 54.5 | 71.0 | · | 121.2 | 129.4 | 96.3 | · | 157.0 | |
| P/S | 3.3 | 3.5 | · | 3.4 | 3.5 | 4.8 | · | 5.0 | 6.2 | 6.8 | · | 7.3 | 7.3 | 8.5 | · | 8.0 | |
| P/B | 1.8 | 1.8 | · | 1.7 | 1.8 | 2.3 | · | 2.5 | 3.0 | 3.3 | · | 3.4 | 3.4 | 3.9 | · | 3.4 | |
| P / Tangible Book | 14.1 | 1.9 | · | 1.8 | 1.9 | 2.5 | · | 2.7 | 3.2 | 3.6 | · | 3.8 | 3.8 | 4.4 | · | 3.9 | |
| P / Cash Flow | · | 49.5 | · | · | · | 77.7 | · | · | · | 352.9 | · | · | · | -246.7 | · | · | |
| P / FCF | · | 54.7 | · | · | · | 86.0 | · | · | · | 794.3 | · | · | · | -185.4 | · | · | |
| EV / EBITDA | 129.7 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 4.3 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 3.2% | 4.5% | · | 4.8% | 6.0% | 3.5% | · | 2.5% | 1.8% | 1.4% | · | 0.83% | 0.77% | 1.0% | · | 0.64% |
財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間
損益計算書
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 収益 | $3.22B | $2.85B | $2.42B | $2.10B | $1.85B |
| 営業利益率 % | 12.7% | 17.0% | 6.5% | 7.1% | -4.5% |
| 純利益 | $349M | $427M | $168M | $142M | $-64M |
| 希薄化後EPS | $1.80 | $2.21 | $0.87 | $0.75 | $-0.35 |
貸借対照表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 流動比率 | 5.2 | 5.3 | 2.5 | 4.7 | 4.2 |
| クイックレシオ | 2.9 | 2.6 | 1.2 | 2.0 | 1.8 |
キャッシュフロー
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $725M | $487M | $63M | $55M | $209M |
最新ニュース この会社に言及した最近の見出し
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機関投資家（13F） 616 提出者 · $8.6B合計 · 時点 2026年6月30日
四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。
| 新規ポジション | 解消済みポジション | 増加 | 減少 | 純株式数増減 |
|---|---|---|---|---|
| 89 (-12 前期比) | 75 (+10 前期比) | 195 (-13 前期比) | 205 (+40 前期比) | +10.3M |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
| 機関投資家 | 評価額 | 株式数 | % 追跡された13Fのうち | タイプ |
|---|---|---|---|---|
| Dodge & Cox | $849,426,895 | 14,844,930 | 9.87% | 株式数 |
| PRIMECAP MANAGEMENT CO/CA/ | $811,962,329 | 14,190,183 | 9.44% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $500,310,680 | 8,743,633 | 5.82% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $494,877,355 | 8,648,678 | 5.75% | 株式数 |
| NORGES BANK | $469,659,128 | 8,207,954 | 5.46% | 株式数 |
| STATE STREET CORP | $446,370,874 | 7,800,959 | 5.19% | 株式数 |
| VIKING GLOBAL INVESTORS LP | $435,819,735 | 7,616,563 | 5.07% | 株式数 |
| Vestal Point Capital, LP | $344,750,500 | 6,025,000 | 4.01% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $216,743,752 | 3,787,902 | 2.52% | 株式数 |
| Capital Research Global Investors | $200,521,024 | 3,504,387 | 2.33% | 株式数 |
| FMR LLC | $196,878,227 | 3,440,724 | 2.29% | 株式数 |
| Deep Track Capital, LP | $189,254,063 | 3,307,481 | 2.20% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $180,073,856 | 3,146,120 | 2.09% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $118,549,312 | 2,071,816 | 1.38% | 株式数 |
| Assenagon Asset Management S.A. | $100,826,561 | 1,762,086 | 1.17% | 株式数 |
| FIRST TRUST ADVISORS LP | $91,910,897 | 1,606,273 | 1.07% | 株式数 |
| Jones Hill Capital LP | $81,915,580 | 1,431,590 | 0.95% | 株式数 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $76,264,876 | 1,332,836 | 0.89% | 株式数 |
| Swedbank AB | $75,232,112 | 1,314,787 | 0.87% | 株式数 |
| DNB Asset Management AS | $72,566,061 | 1,268,194 | 0.84% | 株式数 |
| Caisse de depot et placement du Quebec | $70,749,440 | 1,236,446 | 0.82% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $70,030,356 | 1,223,879 | 0.81% | 株式数 |
| AMERIPRISE FINANCIAL INC | $65,664,916 | 1,147,544 | 0.76% | 株式数 |
| CITADEL ADVISORS LLC | $64,224,186 | 1,122,408 | 0.75% | 株式数 |
| Balyasny Asset Management L.P. | $60,344,956 | 1,054,613 | 0.70% | 株式数 |
| ARGA Investment Management, LP | $59,474,983 | 1,039,409 | 0.69% | 株式数 |
| GOLDMAN SACHS GROUP INC | $56,321,074 | 984,290 | 0.65% | 株式数 |
| Brandywine Global Investment Management, LLC | $56,211,687 | 945,847 | 0.65% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $54,484,884 | 952,200 | 0.63% | コールオプション |
| MACKENZIE FINANCIAL CORP | $53,321,258 | 931,864 | 0.62% | 株式数 |
| FRANKLIN RESOURCES INC | $47,889,936 | 836,944 | 0.56% | 株式数 |
| Hudson Bay Capital Management LP | $47,206,500 | 825,000 | 0.55% | 株式数 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $40,949,264 | 715,646 | 0.48% | 株式数 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $39,869,980 | 696,784 | 0.46% | 株式数 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $39,311,857 | 687,030 | 0.46% | 株式数 |
| Palo Alto Investors LP | $39,068,500 | 682,777 | 0.45% | 株式数 |
| Defilade Capital Management, L.P. | $39,024,326 | 682,005 | 0.45% | 株式数 |
| Qube Research & Technologies Ltd | $38,270,739 | 668,835 | 0.44% | 株式数 |
| Eagle Health Investments LP | $35,743,961 | 624,676 | 0.42% | 株式数 |
| VICTORY CAPITAL MANAGEMENT INC | $34,419,661 | 601,532 | 0.40% | 株式数 |
| BOONE CAPITAL MANAGEMENT LLC | $33,371,791 | 583,219 | 0.39% | 株式数 |
| Camber Capital Management LP | $32,982,000 | 600,000 | 0.38% | 株式数 |
| River Road Asset Management, LLC | $31,069,888 | 542,990 | 0.36% | 株式数 |
| RHUMBLINE ADVISERS | $29,570,438 | 516,786 | 0.34% | 株式数 |
| Trails Edge Capital Partners, LP | $29,296,640 | 512,000 | 0.34% | 株式数 |
| BNP PARIBAS FINANCIAL MARKETS | $28,048,615 | 490,189 | 0.33% | 株式数 |
| Jefferies Financial Group Inc. | $26,679,283 | 466,258 | 0.31% | 株式数 |
| LOOMIS SAYLES & CO L P | $25,986,177 | 454,145 | 0.30% | 株式数 |
| RENAISSANCE TECHNOLOGIES LLC | $25,856,059 | 451,871 | 0.30% | 株式数 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $25,588,784 | 447,200 | 0.30% | 株式数 |
| California Public Employees Retirement System | $25,124,959 | 439,094 | 0.29% | 株式数 |
| Rockefeller Capital Management L.P. | $24,797,775 | 433,376 | 0.29% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24,038,122 | 420,100 | 0.28% | プットオプション |
| SEB Asset Management AB | $23,583,178 | 412,150 | 0.27% | 株式数 |
| Robeco Institutional Asset Management B.V. | $23,358,064 | 408,215 | 0.27% | 株式数 |
| Pictet Asset Management Holding SA | $22,789,414 | 395,382 | 0.26% | 株式数 |
| BlackRock, Inc. | $22,697,229 | 396,666 | 0.26% | 株式数 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $22,513,495 | 393,455 | 0.26% | 株式数 |
| PRUDENTIAL FINANCIAL INC | $22,325,585 | 390,171 | 0.26% | 株式数 |
| Soleus Capital Management, L.P. | $21,490,230 | 375,572 | 0.25% | 株式数 |
| Freestone Grove Partners LP | $20,839,181 | 364,194 | 0.24% | 株式数 |
| Sofinnova Investments, Inc. | $20,517,261 | 358,568 | 0.24% | 株式数 |
| Swiss National Bank | $20,427,540 | 357,000 | 0.24% | 株式数 |
| LAZARD ASSET MANAGEMENT LLC | $20,049,716 | 350,397 | 0.23% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $19,371,831 | 338,550 | 0.23% | 株式数 |
| EASTERLY INVESTMENT PARTNERS LLC | $18,847,524 | 329,387 | 0.22% | 株式数 |
| SPHERA FUNDS MANAGEMENT LTD. | $18,799,631 | 328,550 | 0.22% | 株式数 |
| DIADEMA PARTNERS LP | $17,901,048 | 312,846 | 0.21% | 株式数 |
| SECTOR GAMMA AS | $16,875,208 | 294,918 | 0.20% | 株式数 |
| Rhenman & Partners Asset Management AB | $16,622,410 | 290,500 | 0.19% | 株式数 |
| Walleye Capital LLC | $16,492,692 | 288,233 | 0.19% | 株式数 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $16,114,296 | 281,620 | 0.19% | 株式数 |
| ALLIANCEBERNSTEIN L.P. | $16,009,266 | 283,400 | 0.19% | 株式数 |
| Bridgewater Associates, LP | $15,730,407 | 274,911 | 0.18% | 株式数 |
| Susquehanna Portfolio Strategies, LLC | $15,653,218 | 273,562 | 0.18% | 株式数 |
| Redmile Group, LLC | $15,172,970 | 265,169 | 0.18% | 株式数 |
| Amundi | $14,864,727 | 259,782 | 0.17% | 株式数 |
| Eversept Partners, LP | $14,282,513 | 249,607 | 0.17% | 株式数 |
| Distillate Capital Partners LLC | $14,242,974 | 248,916 | 0.17% | 株式数 |
| RICE HALL JAMES & ASSOCIATES, LLC | $14,203,377 | 248,224 | 0.17% | 株式数 |
| CAPITAL FUND MANAGEMENT S.A. | $13,470,789 | 235,421 | 0.16% | 株式数 |
| CITADEL ADVISORS LLC | $13,189,210 | 230,500 | 0.15% | コールオプション |
| CANADA PENSION PLAN INVESTMENT BOARD | $12,868,778 | 224,900 | 0.15% | 株式数 |
| M&G PLC | $12,317,472 | 216,096 | 0.14% | 株式数 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12,137,385 | 214,859 | 0.14% | 株式数 |
| GLENMEDE TRUST CO NA | $11,782,055 | 205,908 | 0.14% | 株式数 |
| Retirement Systems of Alabama | $11,438,907 | 199,911 | 0.13% | 株式数 |
| IEQ CAPITAL, LLC | $11,328,874 | 197,988 | 0.13% | 株式数 |
| Mariner, LLC | $11,021,160 | 192,607 | 0.13% | 株式数 |
| Monaco Asset Management SAM | $10,582,095 | 184,937 | 0.12% | 株式数 |
| Engineers Gate Manager LP | $10,393,841 | 181,647 | 0.12% | 株式数 |
| VANGUARD ASSET MANAGEMENT, Ltd | $9,840,867 | 171,983 | 0.11% | 株式数 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $9,713,000 | 169,746 | 0.11% | 株式数 |
| RAYMOND JAMES FINANCIAL INC | $9,595,050 | 167,687 | 0.11% | 株式数 |
| VAN ECK ASSOCIATES CORP | $9,444,504 | 165,056 | 0.11% | 株式数 |
| PEREGRINE CAPITAL MANAGEMENT LLC | $9,310,495 | 162,714 | 0.11% | 株式数 |
| CWM, LLC | $9,018,745 | 159,652 | 0.10% | 株式数 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $9,015,469 | 157,558 | 0.10% | 株式数 |
| BARCLAYS PLC | $8,865,839 | 154,943 | 0.10% | 株式数 |
| Legal & General Group Plc | $8,722,675 | 152,441 | 0.10% | 株式数 |
企業インサイダー 48 人のインサイダー · 19人の役員 · 29人の取締役
| インサイダー | 役職 | 最終アクティビティ | 保有株式数 | 12ヶ月購入 | 12ヶ月売却 | 12ヶ月純額 |
|---|---|---|---|---|---|---|
| Alexander Hardy | Chief Executive Officer | 2025年3月17日 A | 175,583 | 0 | 0 | $0 |
| Louis Drapeau | Chief Executive Officer | 2005年5月2日 A | 14,934 | 0 | 0 | $0 |
| Fredric D Price | Chief Executive Officer | 2004年5月6日 P | 79,285 | 0 | 0 | $0 |
| Brian Mueller | EVP, Chief Financial Officer | 2025年3月17日 A | 99,781 | 0 | 0 | $0 |
| Daniel K Spiegelman | EVP, Chief Financial Officer | 2018年6月22日 S | 51,070 | 0 | 0 | $0 |
| Jeffrey H Cooper | SVP, Chief Financial Officer | 2012年5月14日 M | 41,089 | 0 | 0 | $0 |
| Henry J Fuchs | President, Worldwide R&D | 2024年9月13日 F | 185,074 | 0 | 0 | $0 |
| Cristin Hubbard | EVP, Chief Commercial Officer | 2025年5月20日 F | 30,545 | 0 | 0 | $0 |
| Erin Burkhart | GVP, Chief Accounting Officer | 2025年5月20日 S | 14,173 | 0 | 0 | $0 |
| Gregory R Friberg | EVP, Chief R&D Officer | 2025年3月17日 A | 46,810 | 0 | 0 | $0 |
| Charles Greg Guyer | EVP, Chief Technical Officer | 2025年3月17日 A | 80,838 | 0 | 0 | $0 |
| George Eric Davis | EVP, Chief Legal Officer | 2025年3月17日 A | 82,915 | 0 | 0 | $0 |
| Jeffrey Robert Ajer | EVP, Chief Commercial Officer | 2024年5月2日 S | 66,767 | 0 | 0 | $0 |
| Robert Baffi | EVP, Technical Operations | 2018年6月22日 M | 83,276 | 0 | 0 | $0 |
| Steve Aselage | EVP, Chief Business Officer | 2012年7月2日 M | 59,030 | 0 | 0 | $0 |
| Emil D Kakkis | Chief Medical Officer | 2009年3月2日 M | 39,621 | 0 | 0 | $0 |
| Stuart J Swiedler | SVP, Clinical Affairs | 2008年7月7日 A | 12,000 | 0 | 0 | $0 |
| Christopher M Starr | SVP, Chief Scientific Officer | 2005年12月1日 M | 295,176 | 0 | 0 | $0 |
| Jeffrey Landau | SVP, Administration | 2004年10月31日 A | 2,740 | 0 | 0 | $0 |
| Elizabeth M Anderson | 取締役 | 2026年6月2日 A | 41,940 | 0 | 0 | $0 |
| Barbara W. Bodem | 取締役 | 2026年6月2日 A | 21,045 | 0 | 0 | $0 |
| Maykin Ho | 取締役 | 2026年6月2日 A | 35,500 | 0 | 0 | $0 |
| Mark J Enyedy | 取締役 | 2026年6月2日 A | 21,040 | 0 | 0 | $0 |
| Athena Countouriotis | 取締役 | 2026年6月2日 A | 21,040 | 0 | 0 | $0 |
| Robert J. Hombach | 取締役 | 2026年6月2日 A | 49,360 | 0 | 0 | $0 |
| Timothy P Walbert | 取締役 | 2026年6月2日 A | 17,270 | 0 | 0 | $0 |
| Ian T Clark | 取締役 | 2026年6月2日 A | 14,490 | 0 | 0 | $0 |
| Willard H Dere | 取締役 | 2026年6月2日 A | 46,440 | 0 | 0 | $0 |
| Richard A Meier | 取締役 | 2025年5月20日 A | 127,426 | 0 | 0 | $0 |
| Elaine J Heron | 取締役 | 2024年6月3日 M | 97,720 | 0 | 0 | $0 |
| David E I Pyott | 取締役 | 2024年5月21日 A | 49,750 | 0 | 0 | $0 |
| Jean Jacques Bienaime | 取締役 | 2024年5月20日 F | 473,792 | 0 | 0 | $0 |
| Dennis Slamon | 取締役 | 2024年3月18日 M | 31,299 | 0 | 0 | $0 |
| Mark J Alles | 取締役 | 2023年5月23日 A | 15,095 | 0 | 0 | $0 |
| Bryan V Lawlis | 取締役 | 2023年5月23日 A | 33,140 | 0 | 0 | $0 |
| Michael G Grey | 取締役 | 2018年6月5日 A | 34,110 | 0 | 0 | $0 |
| Alan Lewis | 取締役 | 2018年6月5日 A | 25,360 | 0 | 0 | $0 |
| Kathryn E Falberg | 取締役 | 2016年7月15日 A | 2,640 | 0 | 0 | $0 |
| William D Young | 取締役 | 2015年6月10日 A | 11,875 | 0 | 0 | $0 |
| Kenneth Bate | 取締役 | 2015年6月10日 A | 11,875 | 0 | 0 | $0 |
| Pierre Lapalme | 取締役 | 2015年6月10日 A | 31,250 | 0 | 0 | $0 |
| Joseph Klein III | 取締役 | 2010年3月8日 S | 35,000 | 0 | 0 | $0 |
| Franz L Cristiani | 取締役 | 2006年6月14日 A | — | 0 | 0 | $0 |
| Erich Sager | 取締役 | 2006年2月24日 M | 3,309 | 0 | 0 | $0 |
| Gwynn Williams | 取締役 | 2004年11月30日 A | 812,565 | 0 | 0 | $0 |
| John Urquhart | 取締役 | 2004年7月28日 A | — | 0 | 0 | $0 |
| BIOMARIN PHARMACEUTICAL INC | 10%オーナー | 2012年12月8日 J | 6,666,667 | 0 | 0 | $0 |
| Mark Wood | — | 2013年5月22日 M | 20,277 | 0 | 0 | $0 |
SECフォーム3/4/5提出書類からのインサイダー；純額＝公開市場のP/Sのみ
アクティビストおよび5%超のオーナー 4保有
SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図（アクティビストの保有、取締役会キャンペーン、M&A）を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。
| 提出者 | 提出済み | 保有 | ステータス | 目的 | 提出書類 |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical Inc., BioMarin Falcons B.V., BioMarin Giants B.V. ×5 提出書類 | 2015年2月2日 | — | 初回提出 | — | SEC |
| Millenco LLC, Integrated Core Strategies (US) LLC, Catapult Partners, Ltd., Catapult Capital Management LLC, Millennium International Management LP, Millennium International Management GP LLC, Millennium Management LLC, Israel A. Englander ×2 提出書類 | 2009年7月31日 | — | 初回提出 | — | SEC |
| 2005年6月6日 | — | 初回提出 | 取締役会キャンペーン | SEC | |
| OrbiMed Advisors LLC, OrbiMed Capital LLC, Samuel D. Isaly, Richard B. Brewer, Joseph Klein, III ×2 提出書類 | 2005年5月6日 | — | 初回提出 | — | 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.
ETF保有状況 110のETFが保有
ウェイトは直接株式保有（N-PORT）のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。
| ファンド | ウェイト | 単位 | 時点 | ソース |
|---|---|---|---|---|
| GNOM · Global X Funds | 4.09% | 39,792 NS | 2026年5月31日 | N-PORT |
| PBE · Invesco Exchange-Traded Fund Trust | 2.96% | 171,614 SH | 2026年8月19日 | 日次 |
| BBP · ETFis Series Trust I | 1.61% | 17,750 NS | 2026年4月30日 | N-PORT |
| HTEC · EXCHANGE TRADED CONCEPTS TRUST | 1.27% | 12,555 NS | 2026年4月30日 | N-PORT |
| SRHQ · Elevation Series Trust | 1.14% | 40,919 NS | 2026年4月30日 | N-PORT |
| RNIN · EA Series Trust | 1.12% | 31,743 NS | 2026年4月30日 | N-PORT |
| IBB · iShares Trust | 0.93% | 1,413,059 SH | 2026年8月19日 | 日次 |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0.86% | 10,692 SH | 2026年8月19日 | 日次 |
| LABU · Direxion Shares ETF Trust | 0.84% | 80,485 NS | 2026年4月30日 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 0.83% | 133,988 NS | 2026年4月30日 | N-PORT |
| LSEQ · Harbor ETF Trust | 0.69% | 1,977 NS | 2026年4月30日 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.64% | 18,230 NS | 2026年5月31日 | N-PORT |
| BIB · ProShares Trust | 0.55% | 7,110 NS | 2026年5月31日 | N-PORT |
| TMFX · RBB Fund, Inc. | 0.54% | 3,021 NS | 2026年5月31日 | N-PORT |
| ABCS · EA Series Trust | 0.48% | 948 NS | 2026年5月29日 | N-PORT |
| MIDE · DBX ETF Trust | 0.44% | 259 NS | 2026年5月29日 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.43% | 24,857 NS | 2026年4月30日 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.40% | 26,193 SH | 2026年8月19日 | 日次 |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.33% | 108,709 SH | 2026年8月19日 | 日次 |
| PTMC · Pacer Funds Trust | 0.30% | 22,042 NS | 2026年4月30日 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.30% | 2,559,860 SH | 2026年8月19日 | 日次 |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.30% | 312,378 SH | 2026年8月19日 | 日次 |
| DFSV · Dimensional ETF Trust | 0.29% | 400,897 NS | 2026年4月30日 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.28% | 31,691 NS | 2026年4月30日 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.27% | 71,381 SH | 2026年8月19日 | 日次 |
| ISCV · iShares Trust | 0.27% | 27,744 SH | 2026年8月19日 | 日次 |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.25% | 24,275 NS | 2026年4月30日 | N-PORT |
| MVV · ProShares Trust | 0.24% | 6,639 NS | 2026年5月31日 | N-PORT |
| JIII · Janus Detroit Street Trust | 0.22% | 6,823 NS | 2026年4月30日 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.21% | 3,182 NS | 2026年4月30日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.21% | 77,243 NS | 2026年4月30日 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.20% | 518,955 NS | 2026年5月31日 | N-PORT |
| IYH · iShares Trust | 0.20% | 112,848 SH | 2026年8月19日 | 日次 |
| ISCB · iShares Trust | 0.20% | 8,655 SH | 2026年8月19日 | 日次 |
| SMMD · iShares Trust | 0.17% | 97,330 SH | 2026年8月19日 | 日次 |
| UMDD · ProShares Trust | 0.17% | 927 NS | 2026年5月31日 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.16% | 19,998 SH | 2026年8月19日 | 日次 |
| FHLC · FIDELITY COVINGTON TRUST | 0.16% | 84,082 NS | 2026年4月30日 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.16% | 245,186 NS | 2026年5月31日 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.16% | 31,223 SH | 2026年8月19日 | 日次 |
| VHT · VANGUARD WORLD FUND | 0.15% | 534,462 SH | 2026年8月19日 | 日次 |
| ISCG · iShares Trust | 0.14% | 21,146 SH | 2026年8月19日 | 日次 |
| VFVA · VANGUARD WELLINGTON FUND | 0.14% | 20,990 SH | 2026年8月19日 | 日次 |
| DFAS · Dimensional ETF Trust | 0.14% | 361,639 NS | 2026年4月30日 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.13% | 4,433,137 SH | 2026年8月19日 | 日次 |
| ESML · iShares Trust | 0.13% | 55,442 SH | 2026年8月19日 | 日次 |
| IWS · iShares Trust | 0.12% | 288,497 SH | 2026年8月19日 | 日次 |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.12% | 8,557 NS | 2026年5月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.12% | 2,217,617 SH | 2026年8月19日 | 日次 |
| AVIE · AMERICAN CENTURY ETF TRUST | 0.11% | 204 NS | 2026年5月31日 | N-PORT |