ENPH Enphase Energy, Inc. - Common Stock
NASDAQ · Semiconductors · SEC EDGAR で表示 ↗ 終値 10月 2, 2026 10-K/10-Q 7月 28, 2026
$33.47
· 52週範囲の%
· 安値より上
· 高値へ
$25.7852週安値
$73.7452週高値
時価総額 (MRQ)
$4.42B
P/E (TTM)
33.5
EPS (TTM)
$1.00
収益 (TTM)
$1.33B
あなたのバッジ
52週レンジ
$26–$74
アナリスト評価
HOLD
目標株価
$52
P/E
33.5
ROE
13.0%
純利益率
10.1%
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ENPH 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
株価
$33.47
時価総額 (MRQ)
$4.42B
P/E (TTM)
33.5
EPS (TTM)
$1.00
収益 (TTM)
$1.33B
ROE (TTM)
13.0%
負債/自己資本 (MRQ)
0.5
52週レンジ
$26–$74
ENPH 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
範囲
バー
バーの粒度は選択した期間に合わせて調整されます。バーの始値/高値/安値/終値を確認するにはチャートにカーソルを合わせてください。
Enphase Energy, Inc. - Common Stock について Wikipediaからの企業概要
Enphase Energy, Inc. is an American energy technology company headquartered in Fremont, California, that develops and manufactures solar micro-inverters, battery energy storage, and EV charging stations primarily for residential customers. Enphase was established in 2006 and is the first company to successfully commercialize solar micro-inverters, which convert the direct current (DC) power generated by solar panels into grid-compatible alternating current (AC) for use or export. The company has shipped more than 48 million microinverters to 2.5 million solar systems in more than 140 countries.
## History
Most solar photovoltaic systems use a central inverter, where the panels are connected together in a series creating a string, which delivers all the direct current (DC) power produced into the inverter for conversion into grid-compatible alternating current (AC). The major drawback to this approach is that, unless DC power optimizers are used, the entire string's output is limited by the output of the lowest-performing panel. Solar micro-inverters address this problem by converting the DC into AC in a small inverter placed behind each individual solar panel.
Enphase founder Martin Fornage discovered this issue when he saw the low performance of the central inverter for the solar array on his ranch. Fornage was looking for a new opportunity after the 2001 Telecoms crash and brought an idea to build micro-inverters to his former Cerent Corporation colleague, Raghu Belur, and they formed PVI Solutions. The two hired Paul Nahi to be CEO at the end of 2006 and the trio formed Enphase Energy, Inc. in early 2007. Enphase raised $6 million in private equity, and in 2008, released its first microinverter, the M175. Their second generation product, 2009's M190, had sales of about 400,000 units in 2009 and early 2010. Enphase grew to 13% marketshare for residential systems by mid-2010.
Enphase went public in March 2012 and began trading on the Nasdaq with the stock symbol ENPH.
In October 2014, Enphase announced it would enter the battery home energy storage market. The first batteries were installed in Australia and New Zealand in mid-2016, but the launch of any Enphase battery system in the North American market was delayed until July 2020. When released in the North American market, the battery system was part of the Ensemble energy management system, and substantially different to the first generation on-grid only battery previously released.
Enphase experienced leadership changes in September 2017 when the president and CEO, Paul Nahi, announced his resignation from the company. Badri Kothandaraman was appointed the company's new president and CEO. Kothandaraman was previously the company's chief operating officer.
As of 2020, Enphase had about a 48% market share for residential installations in the US, which represents 72% of the entire world micro-inverter market. In the global market for inverters for all customers (residential, commercial and industrial), microinverters have a 1.7% share of the inverter market.
In 2021, Enphase completed a series of acquisitions that focused on software-as-a-service and home electrification: Sofdesk's Solargraf, a software platform offering digital tools and services to support the sales process for solar installers; the Solar Design Services business of DIN Engineering Services, a software service provider for solar proposal drawings and permit plan sets; 365 Pronto, a software platform that connects solar installers with operations and maintenance providers; and ClipperCreek, a company that offers electric vehicle (EV) charging solutions for residential and commercial customers in the U.S.
Also in 2021, the company launched its eighth-generation microinverter technology, the IQ8 series, to customers in North America. As of 2022, Enphase has shipped more than 48 million microinverters and deployed more than two million Enphase-based systems in more than 140 countries.
In 2022, Enphase completed the acquisition of SolarLeadFactory LLC, a company that provides leads to solar installers.
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
セクターTechnology
業種Semiconductors
従業員2,872
国US
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
収益$1.47B2017-12-31 → 2025-12-31
EPS$1.292022-12-31 → 2025-12-31
フリーキャッシュフロー$96M2017-12-31 → 2025-12-31
純利益率10.1%2017-12-31 → 2025-12-31
バリュエーションと指標
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？
| 指標 | 5年トレンド | ENPH | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| P/E (TTM) | 33.55年平均 ≈63.7 | ≈63.7 | 64.6 | 割安 | |
| P/S (TTM) | 3.35年平均 ≈8.3 | ≈8.3 | 6.8 | 割安 | |
| 株価純資産倍率 (MRQ) | 3.75年平均 ≈19.2 | ≈19.2 | 5.5 | 適正価格 | |
| EV/EBITDA (TTM) | 21.15年平均 ≈44.0 | ≈44.0 | 32.1 | 割安 | |
| 株価FCF倍率 (TTM) | 29.05年平均 ≈36.3 | ≈36.3 | · | · | |
| 株価収益率（P/CF） (TTM) | 21.65年平均 ≈30.7 | ≈30.7 | 25.1 | 割高 | |
| EV/売上高 (TTM) | 3.15年平均 ≈8.1 | ≈8.1 | · | · | |
| EV/FCF (TTM) | 26.65年平均 ≈35.0 | ≈35.0 | · | · | |
| 株価純資産倍率（P/TB） (MRQ) | 3.85年平均 ≈29.2 | ≈29.2 | · | · |
同業他社の中央値は、指標ごとに標準化された基準で計算されており、この銘柄に表示されているTTM/MRQ基準と常に一致するとは限りません。
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
| 指標 | 5年トレンド | ENPH | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 粗利益率 (TTM) | 46.9%5年平均 ≈45.5% | ≈45.5% | 46.0% | トップクラス | |
| 営業利益率 (TTM) | 8.3%5年平均 ≈13.8% | ≈13.8% | 13.8% | トップクラス | |
| EBITDAマージン (TTM) | 14.5%5年平均 ≈18.1% | ≈18.1% | 17.3% | 同水準 | |
| 税引前利益率 (TTM) | 12.3%5年平均 ≈16.2% | ≈16.2% | 15.9% | トップクラス | |
| 純利益率 (TTM) | 10.1%5年平均 ≈13.9% | ≈13.9% | 11.6% | 同水準 | |
| ROA (TTM) | 4.4%5年平均 ≈9.2% | ≈9.2% | 4.8% | 同水準 | |
| ROE (TTM) | 13.0%5年平均 ≈32.2% | ≈32.2% | 7.3% | トップクラス | |
| ROIC | 5.8%5年平均 ≈11.1% | ≈11.1% | 5.5% | 同水準 |
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
| 指標 | 5年トレンド | ENPH | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 負債資本倍率 (MRQ) | 0.55年平均 ≈1.4 | ≈1.4 | 0.3 | 高負債 | |
| 流動比率 (MRQ) | 3.55年平均 ≈3.4 | ≈3.4 | 3.8 | 低流動性 | |
| クイックレシオ (MRQ) | 2.15年平均 ≈2.9 | ≈2.9 | 2.1 | 同水準 | |
| 長期負債/株主資本 (MRQ) | 0.55年平均 ≈1.2 | ≈1.2 | 0.3 | 高負債 |
成長 収益、EPS、純利益の成長率：前年比、3年CAGR、5年CAGR
| 指標 | 5年トレンド | ENPH | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Revenue YoY (収益（前年比）) | 10.7%5年平均 ≈8.9% | ≈8.9% | · | · | |
| Revenue CAGR 3Y (収益（3年CAGR）) | -14.2%5年平均 ≈9.4% | ≈9.4% | · | · | |
| Revenue CAGR 5Y (収益（5年CAGR）) | 13.7% | · | · | · | |
| EPS YoY | 72.0%5年平均 ≈2.5% | ≈2.5% | · | · | |
| Net Income YoY (純利益（前年比）) | 67.7%5年平均 ≈43.7% | ≈43.7% | · | · | |
| EPS CAGR 3Y (EPS年平均成長率 3年) | -22.5% | · | · | · | |
| Net Income CAGR 3Y (純利益年平均成長率 3年) | -24.3%5年平均 ≈4.4% | ≈4.4% | · | · | |
| Net Income CAGR 5Y (純利益年平均成長率 5年) | 5.1% | · | · | · |
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
| 指標 | 5年トレンド | ENPH | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Asset Turnover (総資産回転率) | 0.45年平均 ≈0.6 | ≈0.6 | 0.6 | 弱い | |
| Inventory Turnover (棚卸資産回転率) | 3.55年平均 ≈6.2 | ≈6.2 | 2.7 | トップクラス | |
| Receivables Turnover (売掛金回転率) | 6.55年平均 ≈5.4 | ≈5.4 | 5.6 | トップクラス | |
| Revenue / Employee (年間売上高 ÷ 従業員数（yfinanceの報告ヘッドカウント）。派生値 — SEC-XBRLの保存概念ではありません。) | ≈$512.9K | · | · | · |
バリュエーション · ≈ 5年平均 · 業界中央値 · 中央値に対する評価
決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
平均サプライズ
11.6%
次回決算
10月 26, 2026
| 期間 | レポート | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|---|
| 2026年6月30日 | 7月 20, 2026 | $0.46 | $0.47 | -2.3% |
| 2026年3月31日 | $0.47 | $0.42 | 12.2% | |
| 2025年12月31日 | $0.71 | $0.59 | 19.7% | |
| 2025年9月30日 | $0.90 | $0.66 | 36.3% | |
| 2025年6月30日 | $0.69 | $0.63 | 8.8% | |
| 2025年3月31日 | $0.68 | $0.72 | -5.1% |
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
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.47B | $1.33B | $2.29B | $2.33B | $1.38B | $774M | $624M | $316M | $286M | $323M | $357M | $344M | |
| Cost of Revenue | $786M | $701M | $1.23B | $1.36B | $828M | $428M | $403M | $222M | $230M | $265M | $249M | $231M | |
| Gross Profit | $687M | $629M | $1.06B | $975M | $554M | $346M | $221M | $94M | $56M | $58M | $108M | $113M | |
| R&D Expense | $189M | $201M | $227M | $169M | $106M | $56M | $40M | $33M | $33M | $51M | $51M | $45M | |
| SG&A Expense | $136M | $131M | $138M | $140M | $104M | $51M | $39M | $29M | $22M | $27M | $31M | $31M | |
| Operating Expenses | $529M | $552M | $613M | $526M | $339M | $160M | $119M | $93M | $95M | $121M | $128M | $117M | |
| Operating Income | $158M | $77M | $446M | $448M | $216M | $186M | $103M | $2M | $-39M | $-63M | · | · | |
| Interest Expense | · | · | $9M | $9M | $45M | $21M | $10M | $11M | $8M | $3M | $501.0K | $2M | |
| Other Non-op | $-11M | $-26M | $7M | $-431.0K | $6M | $-799.0K | $-5M | $-2M | $2M | $-514.0K | $-893.0K | $-994.0K | |
| Pretax Income | $205M | $120M | $513M | $452M | $121M | $119M | $90M | $-10M | $-45M | $-66M | $-21M | $-7M | |
| Income Tax | $33M | $18M | $74M | $55M | $-25M | $-15M | $-71M | $1M | $-149.0K | $1M | $1M | $766.0K | |
| Net Income | $172M | $103M | $439M | $397M | $145M | $134M | $161M | $-12M | $-45M | $-67M | $-22M | $-8M | |
| EPS (Basic) | $1.31 | $0.76 | $3.22 | $2.94 | · | · | · | · | · | · | · | · | |
| EPS (Diluted) | $1.29 | $0.75 | $3.08 | $2.77 | · | · | · | · | · | · | · | · | |
| Shares (Basic) | 131,162,000 | 135,167,000 | 136,376,000 | 135,349,000 | 134,025,000 | 125,561,000 | 116,713,000 | 99,619,000 | 82,939,000 | · | · | · | |
| Shares (Diluted) | 134,886,000 | 140,004,000 | 143,290,000 | 144,390,000 | 142,878,000 | 141,918,000 | 131,644,000 | 99,619,000 | 82,939,000 | · | · | · | |
| EBITDA | $238M | $159M | $520M | $507M | $248M | $205M | $117M | $11M | $9M | $11M | $11M | $8M |
貸借対照表
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $474M | $369M | $289M | $473M | $119M | $679M | $251M | $106M | $29M | $18M | $28M | $42M | |
| Short-term Investments | $1.04B | $1.25B | $1.41B | $1.14B | $897M | $0 | · | · | · | · | · | · | |
| Receivables | $230M | $224M | $446M | $441M | $334M | $182M | $145M | $79M | $65M | $61M | $46M | $45M | |
| Inventory | $288M | $165M | $214M | $150M | $74M | $42M | $32M | $16M | $26M | $32M | $41M | $22M | |
| Prepaid Expense | $576M | $221M | $89M | $61M | $38M | $30M | $26M | $21M | $10M | $7M | $6M | $6M | |
| Current Assets | $2.61B | $2.33B | $2.44B | $2.26B | $1.46B | $933M | $500M | $222M | $130M | $118M | $122M | $115M | |
| PP&E (Net) | $137M | $148M | $168M | $111M | $82M | $43M | $29M | $21M | $26M | $31M | $32M | $31M | |
| PP&E (Gross) | $371M | $331M | $306M | $215M | $160M | $105M | $81M | $73M | $71M | $71M | $64M | $55M | |
| Accum. Depreciation | $234M | $183M | $137M | $104M | $77M | $62M | $52M | $52M | $44M | $40M | $32M | $24M | |
| Goodwill | $215M | $212M | $215M | $214M | $181M | $25M | $25M | $25M | $4M | $4M | $4M | $4M | |
| Intangibles | $22M | $42M | $69M | $100M | $98M | $29M | $31M | $35M | $515.0K | $945.0K | $2M | $2M | |
| Other Non-current Assets | $223M | $206M | $216M | $169M | $119M | $60M | $45M | $37M | $8M | $10M | $6M | $916.0K | |
| Total Assets | $3.51B | $3.25B | $3.38B | $3.08B | $2.08B | $1.20B | $713M | $340M | $169M | $164M | $166M | $152M | |
| Accounts Payable | $203M | $90M | $116M | $125M | $114M | $73M | $57M | $49M | $29M | $32M | $26M | $22M | |
| Accrued Liabilities | $217M | $197M | $262M | $296M | $158M | $77M | $47M | $29M | $22M | $23M | $19M | $26M | |
| Current Liabilities | $1.26B | $660M | $532M | $638M | $440M | $534M | $199M | $147M | $92M | $83M | $73M | $59M | |
| Capital Leases | $31M | $23M | $19M | $19M | $12M | $15M | $10M | · | · | · | · | · | |
| Other Non-current Liabilities | $65M | $55M | $51M | $44M | $17M | $17M | $12M | $3M | $2M | $2M | $3M | $4M | |
| Total Liabilities | $2.42B | $2.42B | $2.40B | $2.26B | $1.65B | $716M | $441M | $332M | $178M | $162M | $124M | $105M | |
| Long-term Debt | $1.20B | $1.30B | $1.29B | $1.29B | $1.04B | $331M | $106M | $110M | $50M | $24M | $0 | $0 | |
| Total Debt | $1.20B | $1.30B | $1.29B | $1.29B | $1.04B | $331M | $106M | · | $32M | $24M | · | $0 | |
| Common Stock | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $0 | $0 | |
| Paid-in Capital | $1.29B | $1.08B | $939M | $819M | $838M | $535M | $458M | $353M | $287M | $252M | $225M | $208M | |
| Retained Earnings | $-204M | $-245M | $46M | $17M | $-406M | $-51M | $-185M | $-346M | $-296M | $-251M | $-183M | $-161M | |
| AOCI | $2M | $-6M | $-2M | $-11M | $-2M | $434.0K | $-923.0K | $742.0K | $-656.0K | $-292.0K | $-210.0K | $-79.0K | |
| Stockholders' Equity | $1.09B | $833M | $984M | $826M | $430M | $484M | $272M | $8M | $-9M | $1M | $41M | $47M | |
| Liabilities + Equity | $3.51B | $3.25B | $3.38B | $3.08B | $2.08B | $1.20B | $713M | $340M | $169M | $164M | $166M | $152M | |
| Shares Outstanding | 131,080,000 | 132,448,000 | 135,722,000 | 136,441,000 | 133,894,000 | 128,962,000 | 123,109,000 | 107,035,000 | 85,914,000 | 62,269,000 | 45,821,000 | 43,756,000 |
キャッシュフロー
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $81M | $81M | $75M | $59M | $31M | $18M | $14M | $10M | $9M | $11M | $11M | $8M | |
| Stock-based Comp | $214M | $211M | $213M | $217M | $114M | $43M | $20M | $11M | $7M | $10M | $13M | $10M | |
| Deferred Tax | $14M | $-61M | $-47M | $-137.0K | $-31M | $-17M | $-73M | $123.0K | $-1M | $654.0K | $642.0K | $-35.0K | |
| Amort. of Intangibles | $20M | $23M | $27M | $25M | $10M | $5M | $5M | $2M | $400.0K | $700.0K | $500.0K | $100.0K | |
| Restructuring | $7M | $13M | $16M | $2M | $0 | $0 | $3M | $4M | $17M | $4M | $0 | $0 | |
| Other Non-cash | $-344M | $179M | $17M | $72M | $91M | $39M | $17M | $7M | $2M | $13M | $-23M | $14M | |
| Operating Cash Flow | $137M | $514M | $697M | $745M | $352M | $216M | $139M | $16M | $-28M | $-33M | $-21M | $24M | |
| CapEx | $41M | $34M | $110M | $46M | $52M | $21M | $15M | $4M | $4M | $12M | $13M | $13M | |
| Investing Cash Flow | $107M | $128M | $-366M | $-372M | $-1.22B | $-26M | $-15M | $-19M | $-4M | $-12M | $-12M | $-17M | |
| Debt Issued | · | · | · | · | · | $0 | $0 | $68M | $26M | $24M | · | $0 | |
| Net Debt Issued | $-102M | · | $0 | $0 | $-2M | $-3M | $-46M | $58M | · | $0 | $0 | $-9M | |
| Stock Issued | · | · | · | · | · | $0 | $0 | $20M | $26M | $16M | $0 | $0 | |
| Stock Repurchased | $130M | $391M | $410M | $0 | $500M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-130M | $-391M | $-410M | $0 | $-500M | $0 | $0 | $20M | $26M | $16M | · | · | |
| Financing Cash Flow | $-242M | $-460M | $-517M | $-17M | $309M | $192M | $66M | $81M | $43M | $34M | $21M | $-3M | |
| Net Change in Cash | $10M | $175M | $-184M | $354M | $-560M | $383M | $190M | $77M | $11M | $-11M | $-14M | $4M | |
| Taxes Paid | $20M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $96M | $480M | $586M | $698M | $300M | $196M | $124M | $12M | $-33M | $-45M | $-34M | $11M | |
| Levered FCF | · | · | $579M | $690M | $245M | $172M | $107M | $1M | $-40M | $-48M | $-34M | $9M |
収益性
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 46.6% | 47.3% | 46.2% | 41.8% | 40.1% | 44.7% | 35.4% | 29.9% | 19.6% | 18.0% | 30.3% | 32.9% | |
| Operating Margin | 10.7% | 5.8% | 19.5% | 19.2% | 15.6% | 24.1% | 16.4% | 0.50% | · | · | · | · | |
| Net Margin | 11.7% | 7.7% | 19.2% | 17.1% | 10.5% | 17.3% | 25.8% | -3.7% | -15.8% | -20.9% | -6.2% | -2.3% | |
| Pretax Margin | 13.9% | 9.0% | 22.4% | 19.4% | 8.8% | 15.4% | 14.4% | -3.2% | -15.8% | -20.5% | -5.8% | -2.1% | |
| EBITDA Margin | 16.2% | 11.9% | 22.7% | 21.8% | 18.0% | 26.4% | 18.7% | 3.6% | 3.1% | 3.3% | 2.9% | 2.4% | |
| ROA | 5.1% | 3.1% | 13.6% | 14.9% | 8.9% | 14.0% | 30.6% | · | -27.2% | -41.0% | -13.9% | -6.0% | |
| ROE | 17.9% | 11.6% | 43.9% | 55.4% | 27.0% | 29.8% | 75.9% | · | 1154.9% | -315.6% | -50.0% | -18.5% | |
| ROIC | 5.8% | 3.1% | 16.7% | 18.6% | 17.7% | 25.7% | 48.6% | · | · | · | · | · |
流動性と支払能力
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 3.5 | 4.6 | 3.5 | 3.3 | 1.7 | 2.5 | · | 1.4 | 1.4 | 1.7 | 2.0 | |
| Quick Ratio | 1.4 | 2.8 | 4.0 | 3.2 | 3.1 | 1.6 | 2.0 | · | 1.0 | 1.0 | 1.0 | 1.5 | |
| Debt / Equity | 1.1 | 1.6 | 1.3 | 1.6 | 2.4 | 0.7 | 0.4 | · | -3.5 | 18.3 | · | 0.0 | |
| LT Debt / Equity | 0.5 | 1.4 | 1.3 | 1.5 | 2.2 | 0.0 | 0.4 | · | -3.5 | 16.0 | · | 0.0 | |
| Interest Coverage | · | · | 50.4 | 47.5 | 4.8 | 8.9 | 10.6 | 0.2 | · | · | · | · |
効率性
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.7 | 0.9 | 0.8 | 0.8 | 1.2 | · | 1.7 | 2.0 | 2.2 | 2.6 | |
| Inventory Turnover | 3.5 | 3.7 | 6.8 | 11.0 | 14.2 | 11.6 | 16.7 | · | 7.9 | 7.3 | 8.0 | 12.1 | |
| Receivables Turnover | 6.5 | 4.0 | 5.2 | 5.8 | 5.4 | 4.7 | 5.6 | · | 4.5 | 6.0 | 7.8 | 8.9 |
1株あたり
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $8.29 | $6.29 | $7.25 | $6.05 | $3.21 | $3.75 | $2.21 | · | $-0.11 | $0.02 | $0.90 | $1.07 | |
| Revenue / Share | $10.92 | $9.50 | $15.99 | $16.14 | $9.67 | $5.46 | $4.74 | · | · | · | · | · | |
| Cash Flow / Share | $1.01 | $3.67 | $4.86 | $5.16 | $2.46 | $1.52 | $1.06 | · | · | · | · | · | |
| Cash / Share | $3.62 | $2.79 | $2.13 | $3.47 | $0.89 | $5.27 | $2.04 | · | $0.34 | $0.29 | $0.62 | $0.96 | |
| EPS (TTM) | $1.29 | $0.75 | $3.08 | $2.77 | · | · | · | · | · | · | · | · |
成長率
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.7% | -41.9% | -1.7% | 68.7% | 78.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -14.2% | -1.3% | 43.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 13.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 72.0% | -75.6% | 11.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -22.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 67.7% | -76.6% | 10.5% | 173.2% | 8.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -24.3% | -11.0% | 48.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 5.1% | · | · | · | · | · | · | · | · | · | · | · |
バリュエーション（TTM）
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.47B | $1.33B | $2.29B | $2.33B | $1.38B | $774M | $624M | $316M | $286M | $323M | $357M | $344M | |
| Net Income TTM | $172M | $103M | $439M | $397M | $145M | $134M | $161M | $-12M | $-45M | $-67M | $-22M | $-8M | |
| Market Cap | $4.20B | $9.10B | $17.93B | $36.15B | $24.49B | $22.63B | $3.22B | · | $207M | $63M | $161M | $625M | |
| Enterprise Value | $3.89B | $8.78B | $17.53B | $35.83B | $24.52B | $22.28B | $3.07B | · | $210M | $69M | · | $583M | |
| P/E | 24.8 | 91.6 | 42.9 | 95.7 | · | · | · | · | · | · | · | · | |
| P/S | 2.9 | 6.8 | 7.8 | 15.5 | 17.7 | 29.2 | 5.2 | · | 0.7 | 0.2 | 0.5 | 1.8 | |
| P/B | 3.9 | 10.9 | 18.2 | 43.8 | 56.9 | 46.8 | 11.8 | · | -22.7 | 48.4 | 3.9 | 13.3 | |
| P / Tangible Book | 4.9 | 15.7 | 25.6 | 70.5 | 162.0 | 52.6 | · | · | · | · | · | · | |
| P / Cash Flow | 30.8 | 17.7 | 25.7 | 48.5 | 69.6 | 104.6 | 23.1 | · | -7.3 | -1.9 | -7.6 | 25.8 | |
| P / FCF | 43.8 | 18.9 | 30.6 | 51.8 | 81.7 | 115.6 | 25.9 | · | -6.4 | -1.4 | -4.8 | 57.0 | |
| EV / EBITDA | 16.3 | 55.3 | 33.7 | 70.7 | 98.7 | 108.9 | 26.3 | · | 23.3 | 6.5 | · | 70.6 | |
| EV / FCF | 40.6 | 18.3 | 29.9 | 51.3 | 81.8 | 113.8 | 24.7 | · | -6.5 | -1.5 | · | 53.2 | |
| EV / Revenue | 2.6 | 6.6 | 7.7 | 15.4 | 17.7 | 28.8 | 4.9 | · | 0.7 | 0.2 | · | 1.7 | |
| Earnings Yield | 4.0% | 1.1% | 2.3% | 1.1% | · | · | · | · | · | · | · | · |
損益計算書
| 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 | $292M | $283M | $343M | $410M | $363M | $356M | $383M | $381M | $303M | $263M | $303M | $551M | $711M | $726M | $725M | $635M | |
| Cost of Revenue | $117M | $183M | $191M | $214M | $193M | $188M | $184M | $203M | $166M | $148M | $156M | $289M | $388M | $400M | $414M | $367M | |
| Gross Profit | $175M | $100M | $152M | $196M | $170M | $168M | $198M | $178M | $137M | $116M | $147M | $262M | $323M | $326M | $311M | $268M | |
| R&D Expense | $46M | $45M | $46M | $47M | $45M | $50M | $50M | $48M | $49M | $54M | $55M | $55M | $60M | $57M | $50M | $44M | |
| SG&A Expense | $31M | $33M | $35M | $33M | $34M | $34M | $32M | $30M | $34M | $35M | $33M | $34M | $34M | $36M | $37M | $32M | |
| Operating Expenses | $123M | $130M | $130M | $130M | $133M | $136M | $143M | $128M | $135M | $145M | $157M | $144M | $153M | $159M | $154M | $132M | |
| Operating Income | $52M | $-30M | $22M | $66M | $37M | $32M | $55M | $50M | $2M | $-29M | $-10M | $118M | $170M | $168M | $157M | $135M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $2M | · | $2M | $2M | $2M | · | $2M | |
| Other Non-op | $-1M | $4M | $2M | $-4M | $-9M | $-14.0K | $-1M | $-17M | $-8M | $87.0K | $4M | $2M | $-33.0K | $426.0K | $5M | $-3M | |
| Pretax Income | $62M | $-14M | $39M | $77M | $42M | $47M | $70M | $51M | $11M | $-11M | $12M | $137M | $185M | $179M | $168M | $134M | |
| Income Tax | $26M | $-6M | $-16.0K | $10M | $5M | $17M | $8M | $5M | $383.0K | $5M | $-9M | $23M | $27M | $32M | $14M | $19M | |
| Net Income | $36M | $-7M | $39M | $67M | $37M | $30M | $62M | $46M | $11M | $-16M | $21M | $114M | $157M | $147M | $154M | $115M | |
| EPS (Basic) | $0.27 | $-0.06 | $0.29 | $0.51 | $0.28 | $0.23 | $0.46 | $0.34 | $0.08 | $-0.12 | $0.16 | $0.84 | $1.15 | $1.07 | · | · | |
| EPS (Diluted) | $0.27 | $-0.06 | $0.29 | $0.50 | $0.28 | $0.22 | $0.46 | $0.33 | $0.08 | $-0.12 | $0.17 | $0.80 | $1.09 | $1.02 | · | · | |
| Shares (Basic) | 131,963,000 | 131,337,000 | · | 130,797,000 | 131,031,000 | 131,869,000 | · | 135,329,000 | 135,646,000 | 135,891,000 | · | 136,165,000 | 136,607,000 | 136,689,000 | · | 135,633,000 | |
| Shares (Diluted) | 135,122,000 | 131,337,000 | · | 132,995,000 | 135,219,000 | 136,208,000 | · | 139,914,000 | 136,123,000 | 135,891,000 | · | 143,863,000 | 145,098,000 | 145,986,000 | · | 145,962,000 | |
| EBITDA | $52M | $-9M | · | $66M | $37M | $52M | · | $50M | $2M | $-9M | · | $118M | $170M | $184M | · | $135M |
貸借対照表
| 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 | $529M | $498M | $474M | $402M | $371M | $350M | $369M | $256M | $252M | $254M | $289M | $290M | $279M | $286M | $473M | $338M | |
| Short-term Investments | $408M | $433M | $1.04B | $1.08B | $1.16B | $1.12B | $1.25B | $1.51B | $1.39B | $1.38B | · | $1.49B | $1.52B | $1.49B | · | $1.08B | |
| Receivables | $274M | $197M | $230M | $266M | $223M | $226M | $224M | $232M | $277M | $364M | · | $560M | $520M | $516M | · | $368M | |
| Inventory | $285M | $291M | $288M | $189M | $173M | $144M | $165M | $159M | $176M | $208M | · | $174M | $166M | $151M | · | $146M | |
| Prepaid Expense | $454M | $412M | $576M | $460M | $363M | $296M | $221M | $203M | $142M | $101M | · | $80M | $74M | $68M | · | $51M | |
| Current Assets | $1.95B | $1.83B | $2.61B | $2.39B | $2.29B | $2.20B | $2.33B | $2.36B | $2.24B | $2.30B | · | $2.60B | $2.56B | $2.51B | · | $1.98B | |
| PP&E (Net) | $136M | $139M | $137M | $131M | $137M | $142M | $148M | $148M | $152M | $158M | · | $173M | $152M | $133M | · | $92M | |
| PP&E (Gross) | · | · | $371M | · | · | · | $331M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $234M | · | · | · | $183M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $213M | $214M | $215M | $214M | $215M | $212M | $212M | $214M | $213M | $214M | $215M | $213M | $214M | $214M | $214M | $196M | |
| Intangibles | $13M | $18M | $22M | $27M | $32M | $37M | $42M | $51M | $57M | $63M | · | $79M | $86M | $93M | · | $91M | |
| Other Non-current Assets | $316M | $212M | $223M | $235M | $193M | $211M | $206M | $185M | $204M | $214M | · | $215M | $195M | $184M | · | $140M | |
| Total Assets | $2.92B | $2.72B | $3.51B | $3.32B | $3.18B | $3.11B | $3.25B | $3.26B | $3.17B | $3.23B | · | $3.55B | $3.47B | $3.38B | · | $2.70B | |
| Accounts Payable | $125M | $113M | $203M | $189M | $163M | $115M | $90M | $112M | $80M | $72M | · | $90M | $79M | $106M | · | $93M | |
| Accrued Liabilities | $189M | $196M | $217M | $208M | $207M | $212M | $197M | $190M | $198M | $234M | · | $435M | $425M | $397M | · | $256M | |
| Current Liabilities | $565M | $482M | $1.26B | $1.17B | $1.16B | $1.16B | $660M | $567M | $530M | $554M | · | $774M | $744M | $729M | · | $550M | |
| Capital Leases | $31M | $31M | $31M | $24M | $26M | $27M | $23M | $26M | $18M | $19M | · | $20M | $20M | $19M | · | $17M | |
| Other Non-current Liabilities | $66M | $65M | $65M | $58M | $60M | $61M | $55M | $62M | $53M | $52M | · | $54M | $50M | $47M | · | $25M | |
| Total Liabilities | $1.74B | $1.62B | $2.42B | $2.33B | $2.30B | $2.30B | $2.42B | $2.33B | $2.28B | $2.31B | · | $2.54B | $2.49B | $2.41B | · | $2.09B | |
| Long-term Debt | $573M | $573M | $1.20B | $1.20B | $1.20B | $1.20B | $1.30B | $1.30B | $1.30B | $1.30B | · | $1.29B | $1.29B | $1.29B | · | $1.29B | |
| Total Debt | $573M | $573M | · | $1.20B | $1.20B | $1.20B | · | $1.30B | $1.30B | $1.30B | · | $1.29B | $1.29B | $1.29B | · | $1.29B | |
| Common Stock | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | · | $1.0K | $1.0K | $1.0K | · | $1.0K | |
| Paid-in Capital | $1.36B | $1.32B | $1.29B | $1.23B | $1.18B | $1.13B | $1.08B | $1.03B | $993M | $941M | · | $899M | $858M | $813M | · | $762M | |
| Retained Earnings | $-175M | $-211M | $-204M | $-243M | $-309M | $-316M | $-245M | $-105M | $-101M | $-12M | · | $125M | $190M | $164M | · | $-136M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | · | $0 | $68M | · | · | · | |
| AOCI | $-8M | $-6M | $2M | $3M | $5M | $-2M | $-6M | $3M | $-8M | $-7M | · | $-10M | $-7M | $-7M | · | $-16M | |
| Stockholders' Equity | $1.18B | $1.10B | $1.09B | $995M | $881M | $811M | $833M | $931M | $885M | $923M | $984M | $1.01B | $973M | $970M | $826M | $610M | |
| Liabilities + Equity | $2.92B | $2.72B | $3.51B | $3.32B | $3.18B | $3.11B | $3.25B | $3.26B | $3.17B | $3.23B | · | $3.55B | $3.47B | $3.38B | · | $2.70B | |
| Shares Outstanding | 132,131,000 | 131,784,000 | 131,080,000 | 130,849,000 | 130,736,000 | 131,186,000 | 132,448,000 | 135,084,000 | 135,396,000 | 135,989,000 | 135,722,000 | 136,512,000 | 136,006,000 | 137,002,000 | 136,441,000 | 135,857,000 |
キャッシュフロー
| 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 | $20M | $21M | $20M | $20M | $20M | $20M | $21M | $20M | $20M | $20M | $21M | $19M | $18M | $17M | $16M | $12M | |
| Stock-based Comp | $44M | $49M | $53M | $51M | $54M | $56M | $52M | $46M | $53M | $61M | $55M | $44M | $54M | $60M | $64M | $52M | |
| Amort. of Intangibles | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $6M | $6M | · | $7M | $7M | $7M | · | $6M | |
| Restructuring | · | · | · | · | · | · | $9M | $677.0K | $1M | · | $15M | $0 | $177.0K | $693.0K | · | $594.0K | |
| Other Non-cash | · | $40M | · | · | · | $-57M | · | · | · | $-16M | · | · | · | $23M | · | · | |
| Operating Cash Flow | $40M | $103M | $48M | $14M | $27M | $48M | $167M | $170M | $127M | $49M | $35M | $146M | $269M | $246M | $254M | $188M | |
| CapEx | $14M | $20M | $10M | $8M | $8M | $15M | $8M | $9M | $10M | $7M | $20M | $24M | $44M | $22M | $16M | $9M | |
| Investing Cash Flow | $-10M | $576M | $24M | $21M | $-51M | $113M | $251M | $-112M | $-28M | $18M | $76M | $-15M | $-64M | $-364M | $-118M | $-338M | |
| Net Debt Issued | · | $0 | · | · | · | $-102M | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $0 | $0 | $0 | $0 | $30M | $100M | $200M | $50M | $100M | $42M | $100M | $110M | $200M | $0 | $0 | $0 | |
| Net Stock Activity | · | $0 | · | · | · | $-100M | · | · | · | $-42M | · | · | · | · | · | · | |
| Financing Cash Flow | $2M | $-651M | $2M | $-2M | $-28M | $-214M | $-203M | $-56M | $-101M | $-101M | $-115M | $-118M | $-212M | $-72M | $-3M | $-4M | |
| Net Change in Cash | $32M | $23M | $72M | $31M | $-45M | $-49M | $208M | $4M | $-2M | $-35M | $-1M | $11M | $-7M | $-187M | $136M | $-158M | |
| Free Cash Flow | · | $83M | · | · | · | $34M | · | · | · | $42M | · | · | · | $224M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $39M | · | · | · | $222M | · | · |
収益性
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 60.0% | 35.5% | · | 47.8% | 46.9% | 47.2% | · | 46.8% | 45.2% | 43.9% | · | 47.5% | 45.5% | 45.0% | · | 42.2% | |
| Operating Margin | 17.6% | -10.5% | · | 16.1% | 10.2% | 9.0% | · | 13.1% | 0.59% | -11.1% | · | 21.4% | 23.9% | 23.1% | · | 21.3% | |
| Net Margin | 12.4% | -2.6% | · | 16.2% | 10.2% | 8.3% | · | 12.0% | 3.6% | -6.1% | · | 20.7% | 22.1% | 20.2% | · | 18.1% | |
| Pretax Margin | 21.2% | -4.9% | · | 18.8% | 11.6% | 13.2% | · | 13.3% | 3.7% | -4.4% | · | 24.9% | 26.0% | 24.6% | · | 21.1% | |
| EBITDA Margin | 17.6% | -3.1% | · | 16.1% | 10.2% | 14.6% | · | 13.1% | 0.59% | -3.4% | · | 21.4% | 23.9% | 25.4% | · | 21.3% | |
| ROA | 1.2% | -0.25% | · | 2.0% | 1.2% | 0.94% | · | 1.3% | 0.33% | -0.49% | · | 3.6% | 5.3% | 5.3% | · | 4.7% | |
| ROE | 3.5% | -0.77% | · | 6.9% | 4.2% | 3.4% | · | 4.7% | 1.2% | -1.7% | · | 14.0% | 22.1% | 17.2% | · | 18.3% | |
| ROIC | 1.7% | -0.95% | · | 2.6% | 1.6% | 1.0% | · | 2.0% | 0.08% | -1.8% | · | 4.2% | 6.4% | 6.1% | · | 6.1% |
流動性と支払能力
| 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 | 3.5 | 3.8 | · | 2.0 | 2.0 | 1.9 | · | 4.2 | 4.2 | 4.2 | · | 3.4 | 3.4 | 3.4 | · | 3.6 | |
| Quick Ratio | 2.1 | 2.3 | · | 1.5 | 1.5 | 1.5 | · | 3.5 | 3.6 | 3.6 | · | 3.0 | 3.1 | 3.1 | · | 3.2 | |
| Debt / Equity | 0.5 | 0.5 | · | 1.2 | 1.4 | 1.5 | · | 1.4 | 1.5 | 1.4 | · | 1.3 | 1.3 | 1.3 | · | 2.1 | |
| LT Debt / Equity | 0.5 | 0.5 | · | 0.6 | 0.6 | 0.7 | · | 1.3 | 1.4 | 1.3 | · | 1.2 | 1.2 | 1.2 | · | 2.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -13.3 | · | 53.7 | 76.8 | 77.8 | · | 60.1 |
効率性
| 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 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | |
| Inventory Turnover | 0.5 | 0.8 | · | 1.2 | 1.1 | 1.1 | · | 1.2 | 1.0 | 0.8 | · | 1.8 | 2.6 | 4.3 | · | 3.5 | |
| Receivables Turnover | 1.2 | 1.3 | · | 1.6 | 1.5 | 1.2 | · | 1.0 | 0.8 | 0.6 | · | 1.2 | 1.7 | 1.9 | · | 2.0 |
1株あたり
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $8.94 | $8.36 | · | $7.60 | $6.74 | $6.18 | · | $6.89 | $6.53 | $6.79 | · | $7.43 | $7.15 | $7.08 | · | $4.49 | |
| Revenue / Share | $2.16 | $2.15 | · | $3.09 | $2.69 | $2.61 | · | $2.72 | $2.23 | $1.94 | · | $3.83 | $4.90 | $4.97 | · | $4.35 | |
| Cash Flow / Share | · | $0.78 | · | · | · | $0.36 | · | · | · | $0.36 | · | · | · | $1.69 | · | · | |
| Cash / Share | $4.01 | $3.78 | · | $3.07 | $2.83 | $2.67 | · | $1.90 | $1.86 | $1.87 | · | $2.12 | $2.05 | $2.09 | · | $2.48 | |
| EPS (TTM) | $1.00 | $1.01 | · | $1.46 | $1.29 | $1.09 | · | $0.46 | $0.93 | $1.94 | · | · | · | · | · | · |
バリュエーション（TTM）
| 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 | $1.33B | $1.40B | · | $1.51B | $1.48B | $1.42B | · | $1.25B | $1.42B | $1.83B | · | $2.71B | $2.80B | $2.62B | · | $2.02B | |
| Net Income TTM | $134M | $135M | · | $196M | $175M | $148M | · | $61M | $130M | $276M | · | $572M | $573M | $492M | · | $296M | |
| Market Cap | $6.51B | $4.98B | · | $4.63B | $5.18B | $8.14B | · | $15.27B | $13.50B | $16.45B | · | $16.40B | $22.78B | $28.81B | · | $37.70B | |
| Enterprise Value | $6.14B | $4.62B | · | $4.36B | $4.86B | $7.88B | · | $14.80B | $13.15B | $16.12B | · | $15.91B | $22.27B | $28.32B | · | $37.57B | |
| P/E | 49.2 | 37.4 | · | 24.2 | 30.7 | 56.9 | · | 245.7 | 107.2 | 62.4 | · | · | · | · | · | · | |
| P/S | 4.9 | 3.6 | · | 3.1 | 3.5 | 5.7 | · | 12.2 | 9.5 | 9.0 | · | 6.0 | 8.1 | 11.0 | · | 18.7 | |
| P/B | 5.5 | 4.5 | · | 4.7 | 5.9 | 10.0 | · | 16.4 | 15.3 | 17.8 | · | 16.2 | 23.4 | 29.7 | · | 61.8 | |
| P / Tangible Book | 6.8 | 5.7 | · | 6.1 | 8.2 | 14.5 | · | 22.9 | 22.0 | 25.4 | · | 22.7 | 33.9 | 43.4 | · | 116.5 | |
| P / Cash Flow | · | 48.4 | · | · | · | 168.1 | · | · | · | 334.4 | · | · | · | 117.0 | · | · | |
| EV / Revenue | 4.6 | 3.3 | · | 2.9 | 3.3 | 5.5 | · | 11.8 | 9.3 | 8.8 | · | 5.9 | 8.0 | 10.8 | · | 18.6 | |
| Earnings Yield | 2.0% | 2.7% | · | 4.1% | 3.2% | 1.8% | · | 0.41% | 0.93% | 1.6% | · | · | · | · | · | · |
最新期間は左側 · null値は・として表示
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
| 指標 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-03-31 |
|---|---|---|---|---|---|
| 収益 | $1.47B | $1.33B | $2.29B | $2.33B | · |
| 粗利益率 % | 46.6% | 47.3% | 46.2% | 41.8% | · |
| 営業利益率 % | 10.7% | 5.8% | 19.5% | 19.2% | · |
| 純利益 | $172M | $103M | $439M | $397M | · |
| 希薄化後EPS | $1.29 | $0.75 | $3.08 | $2.77 | · |
| 指標 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-03-31 |
|---|---|---|---|---|---|
| 負債資本倍率 | 1.1 | 1.6 | 1.3 | 1.6 | · |
| 流動比率 | 2.1 | 3.5 | 4.6 | 3.5 | · |
| クイックレシオ | 1.4 | 2.8 | 4.0 | 3.2 | · |
| 指標 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-03-31 |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $96M | $480M | $586M | $698M | · |
機関投資家（13F） 639 提出者 · $7.9B合計 · 時点 2026年9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。
保有者
639
保有価値
$7.9B
新規ポジション
140
解消済みポジション
78
機関投資家の動向 — Q2 2026 対 前四半期
| 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 |
|---|---|---|---|---|
| 140 (+36 前期比) | 78 (+18 前期比) | 165 (-7 前期比) | 215 (+23 前期比) | +7.9M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $1,154,775,626 | 23,451,983 | 14.56% | 株式数 |
| VANGUARD GROUP INC | $523,365,186 | 16,329,647 | 6.60% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $446,443,077 | 9,066,675 | 5.63% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $282,186,118 | 5,730,831 | 3.56% | 株式数 |
| STATE STREET CORP | $233,723,224 | 4,746,613 | 2.95% | 株式数 |
| TWO SIGMA INVESTMENTS, LP | $229,246,274 | 4,655,692 | 2.89% | 株式数 |
| JANE STREET GROUP, LLC | $193,823,412 | 3,936,300 | 2.44% | プットオプション |
| Invesco Ltd. | $180,289,253 | 3,661,439 | 2.27% | 株式数 |
| JANE STREET GROUP, LLC | $176,914,396 | 3,592,900 | 2.23% | コールオプション |
| GILDER GAGNON HOWE & CO LLC | $171,304,040 | 3,478,961 | 2.16% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $161,093,584 | 3,271,600 | 2.03% | コールオプション |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $139,285,188 | 2,828,700 | 1.76% | プットオプション |
| Slate Path Capital LP | $127,392,251 | 2,587,170 | 1.61% | 株式数 |
| MORGAN STANLEY | $118,597,647 | 2,408,561 | 1.50% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $117,622,563 | 2,388,154 | 1.48% | 株式数 |
| JPMORGAN CHASE & CO | $117,097,001 | 2,416,246 | 1.48% | 株式数 |
| FIRST TRUST ADVISORS LP | $112,404,333 | 2,282,785 | 1.42% | 株式数 |
| Robeco Schweiz AG | $101,520,323 | 2,061,745 | 1.28% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $96,059,612 | 1,950,258 | 1.21% | 株式数 |
| CITADEL ADVISORS LLC | $91,561,780 | 1,859,500 | 1.15% | コールオプション |
| CITADEL ADVISORS LLC | $84,988,240 | 1,726,000 | 1.07% | プットオプション |
| TWO SIGMA ADVISERS, LP | $84,327,043 | 2,631,109 | 1.06% | 株式数 |
| GOLDMAN SACHS GROUP INC | $82,309,240 | 1,671,593 | 1.04% | 株式数 |
| FMR LLC | $82,237,917 | 1,670,145 | 1.04% | 株式数 |
| Amundi | $81,086,610 | 1,646,878 | 1.02% | 株式数 |
| COATUE MANAGEMENT LLC | $76,663,775 | 1,556,941 | 0.97% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $75,014,973 | 1,523,456 | 0.95% | 株式数 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $72,993,819 | 1,482,409 | 0.92% | 株式数 |
| NORGES BANK | $71,871,393 | 1,459,614 | 0.91% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $71,069,175 | 1,443,322 | 0.90% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $69,948,030 | 1,420,553 | 0.88% | 株式数 |
| FEDERATED HERMES, INC. | $68,946,636 | 1,400,216 | 0.87% | 株式数 |
| NOMURA HOLDINGS INC | $61,825,744 | 1,255,600 | 0.78% | コールオプション |
| UBS Group AG | $59,120,252 | 1,200,655 | 0.75% | 株式数 |
| Driehaus Capital Management LLC | $52,190,904 | 1,059,929 | 0.66% | 株式数 |
| NORTHERN TRUST CORP | $49,821,229 | 1,011,804 | 0.63% | 株式数 |
| PeakShares LLC | $49,240,000 | 1,000 | 0.62% | 株式数 |
| UBS Group AG | $46,585,964 | 946,100 | 0.59% | プットオプション |
| Bank of New York Mellon Corp | $43,920,906 | 891,976 | 0.55% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $40,768,209 | 827,949 | 0.51% | 株式数 |
| UBS Group AG | $40,598,725 | 824,507 | 0.51% | コールオプション |
| Legal & General Group Plc | $39,127,531 | 794,629 | 0.49% | 株式数 |
| NOMURA HOLDINGS INC | $38,186,703 | 775,522 | 0.48% | 株式数 |
| PRINCIPAL FINANCIAL GROUP INC | $36,355,568 | 738,334 | 0.46% | 株式数 |
| CITADEL ADVISORS LLC | $34,710,409 | 704,923 | 0.44% | 株式数 |
| Arosa Capital Management LP | $32,744,600 | 665,000 | 0.41% | コールオプション |
| Palo Duro Investment Partners, LP | $32,665,274 | 663,389 | 0.41% | 株式数 |
| D. E. Shaw & Co., Inc. | $32,550,496 | 661,058 | 0.41% | 株式数 |
| D. E. Shaw & Co., Inc. | $28,889,108 | 586,700 | 0.36% | コールオプション |
| Capital World Investors | $27,700,307 | 562,557 | 0.35% | 株式数 |
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 |
|---|---|---|---|---|---|
| SunPower Corporation, SunPower Equity Holdings, LLC ×4 提出書類 | 2020年3月12日 | · | 初回提出 | · | SEC |
| KPCB Green Growth Fund, LLC (“KPCB GGF”), KPCB GGF Associates, LLC ×3 提出書類 | 2018年2月14日 | · | 初回提出 | · | SEC |
| Third Point LLC, Daniel S. Loeb, Third Point Advisors II L.L.C. ×5 提出書類 | 2017年5月15日 | · | 初回提出 | · | SEC |
| Madrone Partners, L.P., Madrone Capital Partners, L.L.C., Jameson McJunkin ×3 提出書類 | 2014年8月21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.
企業インサイダー 32 人のインサイダー · 17人の役員 · 15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 |
|---|---|---|---|---|---|---|
| Badrinarayanan Kothandaraman | President & CEO | 2026年5月26日 P | 1,645,632 | 6 | 0 | $1,060,102 |
| Paul B Nahi | President and CEO | 2017年5月30日 A | 1,367,880 | 0 | 0 | $0 |
| Mandy Yang | EVP, Chief Financial Officer | 2026年3月10日 F | 90,335 | 0 | 1 | $-198,060 |
| Eric Branderiz | EVP & Chief Financial Officer | 2022年2月14日 F | 69,834 | 0 | 0 | $0 |
| Humberto Garcia | VP and CFO | 2018年5月15日 F | 539,721 | 0 | 0 | $0 |
| Kris Sennesael | VP and CFO | 2016年3月29日 A | 314,924 | 0 | 0 | $0 |
| Jeff Mcneil | EVP & Chief Operating Officer | 2023年3月1日 F | 36,648 | 0 | 0 | $0 |
| Mary Erginsoy | VP, Chief Accounting Officer | 2026年3月1日 F | 30,537 | 0 | 0 | $0 |
| David A Ranhoff | EVP & Chief Commercial Officer | 2024年6月17日 S | 107,943 | 0 | 0 | $0 |
| Jeff Loebbaka | VP, Worldwide Sales | 2015年6月17日 A | 98,062 | 0 | 0 | $0 |
| Raghuveer R Belur | VP, Products and Strat. Init | 2012年11月20日 P | 9,420 | 0 | 0 | $0 |
| Ciaran Fox | VP, Quality & Reliability | 2012年11月16日 P | 3,000 | 0 | 0 | $0 |
| Bill Rossi | Chief Marketing Officer | 2012年11月16日 P | 3,494 | 0 | 0 | $0 |
| Stephen A Lapointe | VP, Global Human Resources | 2012年9月19日 A | · | 0 | 0 | $0 |
| Greg Steele | Sr. VP, Operations | 2012年6月15日 A | 7,000 | 0 | 0 | $0 |
| Dennis Hollenbeck | Vice President of Engineering | 2012年5月11日 A | · | 0 | 0 | $0 |
| Martin Fornage | Chief Technology Officer | 2012年5月11日 A | 1,619 | 0 | 0 | $0 |
| Richard Mora | 取締役 | 2026年8月14日 S | 10,422 | 0 | 5 | $-268,728 |
| Shanker Trivedi | 取締役 | 2026年6月12日 P | 1,000 | 1 | 0 | $53,910 |
| Joseph Ian Malchow | 取締役 | 2026年5月13日 A | 69,912 | 0 | 0 | $0 |
| Benjamin John Kortlang | 取締役 | 2026年5月13日 A | 14,059 | 0 | 0 | $0 |
| Steven J Gomo | 取締役 | 2026年5月13日 A | 14,359 | 0 | 0 | $0 |
| Thurman J. Rodgers | 取締役 | 2026年5月13日 A | 8,542 | 0 | 2 | $-10,354,972 |
| John Howard Weber | 取締役 | 2018年3月6日 M | 0 | 0 | 0 | $0 |
| Neal Dempsey | 取締役 | 2016年4月28日 A | 16,486 | 0 | 0 | $0 |
| Jameson J Mcjunkin | 取締役 | 2015年4月30日 A | 4,338,287 | 0 | 0 | $0 |
| Robert S Schwartz | 取締役 | 2014年8月19日 S | 43,463 | 0 | 0 | $0 |
| Stoddard Moran Wilson | 取締役 | 2014年2月21日 S | 4,171,132 | 0 | 0 | $0 |
| Chong Sup Park | 取締役 | 2013年5月2日 A | · | 0 | 0 | $0 |
| Madrone Partners, L.P. | 10%オーナー | 2014年8月19日 S | 4,338,287 | 0 | 0 | $0 |
| RockPort Capital Partners II, LP | 10%オーナー | 2014年2月21日 S | 4,171,132 | 0 | 0 | $0 |
| Jamie Elizabeth Haenggi | · | 2026年5月13日 A | 20,898 | 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
ETF保有状況 68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 |
|---|---|---|---|---|
| TAN · Invesco Exchange-Traded Fund Trust … | 7.23% | 1,948,630 SH | 2026年10月2日 | 日次 |
| ICLN · iShares Trust | 4.48% | 2,602,496 SH | 2026年9月11日 | 日次 |
| VCLN · Virtus ETF Trust II | 4.33% | 6,326 NS | 2026年7月31日 | N-PORT |
| ETEC · iShares Trust | 3.07% | 3,357 SH | 2026年9月11日 | 日次 |
| SCOW · Pacer Funds Trust | 2.45% | 1,116 NS | 2026年7月31日 | N-PORT |
| PSCT · Invesco Exchange-Traded Fund Trust … | 1.79% | 292,219 SH | 2026年10月2日 | 日次 |
| PBW · Invesco Exchange-Traded Fund Trust | 1.46% | 149,714 SH | 2026年10月2日 | 日次 |
| IBAT · iShares Trust | 1.01% | 18,920 SH | 2026年9月11日 | 日次 |
| PBD · Invesco Exchange-Traded Fund Trust … | 0.81% | 28,280 SH | 2026年10月2日 | 日次 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.70% | 279,666 SH | 2026年8月19日 | 日次 |
| ERTH · Invesco Exchange-Traded Fund Trust | 0.67% | 25,107 SH | 2026年10月2日 | 日次 |
| POWR · iShares, Inc. | 0.65% | 80,720 SH | 2026年9月11日 | 日次 |
| FXN · First Trust Exchange-Traded AlphaDE… | 0.58% | 58,696 NS | 2026年7月31日 | N-PORT |
| CCSO · Tidal Trust II | 0.46% | 5,613 NS | 2026年7月31日 | N-PORT |
| NUSC · Nushares ETF Trust | 0.36% | 124,139 NS | 2026年7月31日 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.35% | 460,802 SH | 2026年8月19日 | 日次 |
| CCNR · Financial Investors Trust | 0.31% | 35,008 NS | 2026年7月31日 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.28% | 19,750 SH | 2026年10月2日 | 日次 |
| MADE · iShares Trust | 0.23% | 3,761 SH | 2026年9月11日 | 日次 |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.21% | 50,758 SH | 2026年10月2日 | 日次 |
| BKSE · BNY Mellon ETF Trust | 0.21% | 4,799 NS | 2026年7月31日 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 35,764 NS | 2026年7月31日 | N-PORT |
| IYE · iShares Trust | 0.19% | 98,041 SH | 2026年9月11日 | 日次 |
| VBR · VANGUARD INDEX FUNDS | 0.13% | 1,823,017 SH | 2026年8月19日 | 日次 |
| ESSC · Strategy Shares | 0.13% | 1,233 NS | 2026年7月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.10% | 413,084 NS | 2026年7月31日 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.10% | 41,363 SH | 2026年8月19日 | 日次 |
| ESML · iShares Trust | 0.09% | 66,330 SH | 2026年9月11日 | 日次 |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.08% | 45,893 SH | 2026年10月2日 | 日次 |
| VXF · VANGUARD INDEX FUNDS | 0.07% | 1,512,649 SH | 2026年8月19日 | 日次 |
| VB · VANGUARD INDEX FUNDS | 0.07% | 2,871,987 SH | 2026年8月19日 | 日次 |
| VGT · VANGUARD WORLD FUND | 0.07% | 2,496,887 SH | 2026年8月19日 | 日次 |
| SMMD · iShares Trust | 0.07% | 67,935 SH | 2026年9月11日 | 日次 |
| ISCG · iShares Trust | 0.06% | 16,733 SH | 2026年9月11日 | 日次 |
| FTEC · FIDELITY COVINGTON TRUST | 0.06% | 330,834 NS | 2026年7月31日 | N-PORT |
| XT · iShares Trust | 0.05% | 57,557 SH | 2026年9月11日 | 日次 |
| IWS · iShares Trust | 0.05% | 190,216 SH | 2026年9月11日 | 日次 |
| WSML · iShares Trust | 0.05% | 8,146 SH | 2026年9月11日 | 日次 |
| IWR · iShares Trust | 0.03% | 526,960 SH | 2026年9月11日 | 日次 |
| IGM · iShares Trust | 0.02% | 61,946 SH | 2026年9月11日 | 日次 |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 77,410 SH | 2026年8月19日 | 日次 |
| DXUV · Dimensional ETF Trust | 0.02% | 2,503 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.02% | 197,255 NS | 2026年7月31日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 8,410 NS | 2026年7月31日 | N-PORT |
| VEGN · ETF Series Solutions | 0.01% | 657 NS | 2026年7月31日 | N-PORT |
| IWD · iShares Trust | 0.01% | 284,217 SH | 2026年9月11日 | 日次 |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 35,049 SH | 2026年10月2日 | 日次 |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 3,974,368 SH | 2026年8月19日 | 日次 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 104,326 SH | 2026年8月19日 | 日次 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 21,317 SH | 2026年8月19日 | 日次 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 10,796 SH | 2026年8月19日 | 日次 |
| ESGV · VANGUARD WORLD FUND | 0.01% | 28,963 SH | 2026年8月19日 | 日次 |
| DCOR · Dimensional ETF Trust | 0.01% | 8,508 NS | 2026年7月31日 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 5,346 NS | 2026年7月31日 | N-PORT |
| IYY · iShares Trust | 0.01% | 5,863 SH | 2026年9月11日 | 日次 |
| IWB · iShares Trust | 0.01% | 91,571 SH | 2026年9月11日 | 日次 |
| IWV · iShares Trust | 0.01% | 36,957 SH | 2026年9月11日 | 日次 |
| ITOT · iShares Trust | 0.01% | 172,315 SH | 2026年9月11日 | 日次 |
| DFUS · Dimensional ETF Trust | 0.01% | 36,572 NS | 2026年7月31日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 15,661 NS | 2026年7月31日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 155 NS | 2026年7月31日 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0.00% | 88 NS | 2026年7月31日 | N-PORT |
| IJR · iShares Trust | · | 8,043,188 SH | 2026年9月10日 | 日次 |
| IJS · iShares Trust | · | 1,174,543 SH | 2026年9月8日 | 日次 |
| XJR · iShares Trust | · | 18,230 SH | 2026年8月31日 | 日次 |
| ISCB · iShares Trust | · | 5,898 SH | 2026年9月11日 | 日次 |
| ISCV · iShares Trust | · | 17,693 SH | 2026年9月11日 | 日次 |
| SMLF · iShares Trust | · | 65,136 SH | 2026年9月11日 | 日次 |
ENPH 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
レーティング · 40 アナリスト
保有
中央値ターゲット
$44.00
+31.5%
4 10.0%
強い買い
12 30.0%
買い
21 52.5%
保有
3 7.5%
売り
0 0.0%
強い売り
12ヶ月目標株価
27 アナリスト · 2026-09-28平均値ターゲット $51.71 +54.5%
現在
現在価格 $33.47
安値$27.00
平均値$51.71
高値$212.00
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
FY基準、価格は各社の直近年度末終値。
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| ENPH | $4.20B | 24.8 | 10.7% | 11.7% | 17.9% | 46.6% |
| AMKR | $9.76B | 26.3 | 6.2% | 5.6% | 8.7% | 14.0% |
| FORM | $4.51B | 84.1 | 2.8% | 6.9% | 5.4% | 39.3% |
| ACMR | · | 28.8 | 15.2% | 10.4% | 7.9% | 44.4% |
| AXTI | $905M | -33.4 | -11.1% | -24.1% | -9.1% | 12.7% |
| ACLS | $2.47B | 21.1 | -17.6% | 14.3% | 11.7% | 44.9% |
| VECO | $1.73B | 48.4 | -7.4% | 5.3% | 4.1% | 40.0% |
| COHU | $1.17B | -14.8 | 12.7% | -16.4% | -9.2% | · |
| AEHR | $3.00B | -401.4 | -15.2% | -14.2% | -4.1% | 35.3% |
| UCTT | $1.18B | -6.5 | -2.1% | -8.8% | -22.9% | 15.7% |
| ICHR | $653M | -12.3 | 11.6% | -5.6% | -7.8% | 9.3% |
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マイ指標 あなた専用のウォッチリスト — 決算詳細から選択した行
重視する指標を選択してください — 上記の「財務諸表」の任意の行の横にある「+」をクリックしてください。
選択内容は保存され、すべてのティッカーで引き継がれます。
出典：SEC 10-Q 提出日 7月 28, 2026