NSIT Insight Enterprises, Inc. - Common Stock
NASDAQ · Electrical Equipment · SEC EDGAR で表示 ↗ 終値 10月 2, 2026 10-K/10-Q 8月 6, 2026NSIT 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
NSIT 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
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。
| 権利落ち日 | 分割 | タイプ |
|---|---|---|
| 2000年9月19日 | 3-for-2 | 順 |
| 1999年2月19日 | 3-for-2 | 順 |
| 1998年9月9日 | 3-for-2 | 順 |
| 1997年9月18日 | 3-for-2 | 順 |
Insight Enterprises, Inc. - Common Stock について Wikipediaからの企業概要
Insight Enterprises Inc. is an Arizona-based publicly traded global technology company that focuses on business-to-business and information technology (IT) for enterprises. The company is listed on the Fortune 500 and has offices in 19 countries.
Jack Azagury has been CEO since April 13, 2026.
History
Early years
Hard Drives International was founded in 1988 by Eric and Tim Crown. Initially a mail order business selling computer storage, the company expanded into a storefront when credit card companies declined service. In 1991, the company changed its name to Insight Enterprises, and distribution included a full line of computers and accessories. The company held its initial public offering in January 1995.
Insight became an international company when it acquired TC Computers, based in Montreal, Canada, in 1997. In April 1998, Insight signed an agreement to acquire Choice Peripherals Ltd. and Plusnet Technologies Ltd., an Internet service provider and website hosting and development company operating as Force 9. The acquisition expanded Insight's operations to Europe.
2000–2010
Insight acquired Action Computer Supplies Holdings PLC, a U.K.-based direct marketer, in October 2001 for approximately $150 million in stock. In April 2002, the company acquired Comark for $150 million, increasing Insight's ability to work with clients of all sizes, including the public sector.
In July 2006, Insight entered an agreement to purchase Software Spectrum, a company which focused on software and mobility products for medium and large companies, from Level 3 Communications for $287 million.
Calence LLC, a technology company focused on Cisco networking and advanced communications, was acquired by Insight in April 2008 for $125 million. Insight acquired U.K.-based Minx Ltd., a European network integrator with Cisco Gold Partner accreditation, in July 2008 for $1.5 million and the assumption of $4.6 million of existing debt.
Since 2011
Ensynch, an information technology company founded in 2000, was acquired by Insight in September 2011. Insight acquired Inmac Gmbh, a business-to-business hardware reseller based in Germany, in February 2012.
In June 2015, Insight underwent a corporate rebranding. In October 2015, Insight acquired BlueMetal, an interactive design and technology architecture firm based in Boston.
Also in 2015, Insight raised $200,000 in its annual campaign for its Noble Cause division. Through Noble Cause, Insight gives to local charities including the Make-a-Wish Foundation, the Boys & Girls Clubs of America and the Ronald McDonald House.
In 2016, BlueMetal partnered with INDYCAR, the Indianapolis Motor Speedway and Microsoft to produce an analytics focused app during the Indianapolis 500.
Insight opened an additional sales center at the Meadows Office and Technological Park in Conway, Arkansas in August 2016.
Insight announced the acquisition of Ignia, an Australian-based business technology consulting company, in September 2016.
In November 2016, Insight Enterprises announced that they were acquiring the Eden Prairie, Minnesota-based data center services and services company, Datalink for $11.25 per share in cash, but that the company would remain mostly the same. The $258 million deal closed in the first quarter of 2017 and allowed Insight Enterprises to enhance its data center services.
In 2017, Insight announced the acquisition of Dutch cloud service provider Caase.com.
In August 2019, Insight Enterprises announced the acquisition of PCM, Inc., a provider of IT products and services, expanding Insight's operations in the US, Canada and the UK.
In December 2023, Insight Enterprises acquired SADA, one of the largest Google Cloud partners in the world, for $410 million, making SADA a part of the Insight family.
In September 2023, Insight Enterprises acquired Amdaris, one of the leading software development company in the UK and Eastern Europe, adding approx 900 employees to the Insight family. New World Tech, based in the UK, was acquired in July 2024.
Sports Affiliation
Insight Enterprises was the title sponsor of the Insight.com Bowl from 1997 through 2001, then the Insight Bowl (named the Rate Bowl as of 2024) from 2002 through 2011.
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
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?
| 指標 | 5年トレンド | NSIT | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| P/E (TTM) | 23.95年平均 ≈18.9 | ≈18.9 | 17.8 | 適正価格 | |
| P/S (TTM) | 0.65年平均 ≈0.4 | ≈0.4 | 0.4 | 適正価格 | |
| 株価純資産倍率 (MRQ) | 3.05年平均 ≈2.4 | ≈2.4 | 1.8 | 割高 | |
| 株価FCF倍率 (TTM) | 12.05年平均 ≈37.2 | ≈37.2 | · | · | |
| 株価収益率(P/CF) (TTM) | 11.25年平均 ≈16.6 | ≈16.6 | 12.2 | 割安 | |
| 株価純資産倍率(P/TB) (MRQ) | 3.95年平均 ≈15.0 | ≈15.0 | · | · |
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 | NSIT | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 粗利益率 (TTM) | 22.1%5年平均 ≈18.2% | ≈18.2% | 15.4% | トップクラス | |
| 営業利益率 (TTM) | 4.6%5年平均 ≈4.1% | ≈4.1% | 4.0% | トップクラス | |
| EBITDAマージン (TTM) | 5.9%5年平均 ≈5.0% | ≈5.0% | 4.2% | トップクラス | |
| 税引前利益率 (TTM) | 3.5%5年平均 ≈3.5% | ≈3.5% | 3.9% | 同水準 | |
| 純利益率 (TTM) | 2.5%5年平均 ≈2.6% | ≈2.6% | 2.9% | 同水準 | |
| ROA (TTM) | 2.1%5年平均 ≈4.2% | ≈4.2% | 3.4% | 弱い | |
| ROE (TTM) | 13.1%5年平均 ≈14.5% | ≈14.5% | 9.5% | 同水準 | |
| ROIC | 14.1%5年平均 ≈16.8% | ≈16.8% | 9.6% | トップクラス |
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 | NSIT | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 流動比率 (MRQ) | 1.25年平均 ≈1.3 | ≈1.3 | 1.3 | 低流動性 | |
| Quick Ratio (クイックレシオ) | 1.25年平均 ≈1.2 | ≈1.2 | 1.0 | 高流動性 |
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 | NSIT | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Revenue YoY (収益(前年比)) | -5.2%5年平均 ≈0.25% | ≈0.25% | · | · | |
| Revenue CAGR 3Y (収益(3年CAGR)) | -7.5%5年平均 ≈-2.3% | ≈-2.3% | · | · | |
| Revenue CAGR 5Y (収益(5年CAGR)) | -0.22% | · | · | · | |
| EPS YoY | -25.8%5年平均 ≈2.1% | ≈2.1% | · | · | |
| Net Income YoY (純利益(前年比)) | -37.0%5年平均 ≈1.4% | ≈1.4% | · | · | |
| EPS CAGR 3Y (EPS年平均成長率 3年) | -14.1%5年平均 ≈1.6% | ≈1.6% | · | · | |
| EPS CAGR 5Y (EPS年平均成長率 5年) | -0.04% | · | · | · | |
| Net Income CAGR 3Y (純利益年平均成長率 3年) | -17.5%5年平均 ≈1.5% | ≈1.5% | · | · | |
| Net Income CAGR 5Y (純利益年平均成長率 5年) | -1.8% | · | · | · |
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 | NSIT | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Asset Turnover (総資産回転率) | 1.05年平均 ≈1.6 | ≈1.6 | 1.6 | 弱い | |
| Inventory Turnover (棚卸資産回転率) | 45.85年平均 ≈37.0 | ≈37.0 | 10.8 | トップクラス | |
| Receivables Turnover (売掛金回転率) | 1.75年平均 ≈2.7 | ≈2.7 | 4.4 | 弱い | |
| 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。) | ≈$568.6K | · | · | · |
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
| 期間 | レポート | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|---|
| 2026年6月30日 | 7月 29, 2026 | $3.86 | $2.99 | 29.3% |
| 2026年3月31日 | $2.88 | $2.49 | 15.6% | |
| 2025年12月31日 | $2.96 | $2.90 | 2.2% | |
| 2025年9月30日 | $2.43 | $2.54 | -4.5% | |
| 2025年6月30日 | $2.45 | $2.51 | -2.5% | |
| 2025年3月31日 | $2.06 | $2.05 | 0.48% |
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 | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Cost of Revenue | $6.49B | $6.94B | $7.51B | $8.79B | $7.99B | $7.04B | $6.59B | $6.09B | $5.79B | $4.74B | $4.66B | $4.60B | |
| Gross Profit | $1.76B | $1.77B | $1.67B | $1.64B | $1.45B | $1.30B | $1.14B | $994M | $919M | $743M | $716M | $712M | |
| SG&A Expense | $1.39B | $1.34B | $1.24B | $1.22B | $1.12B | $1.01B | $881M | $757M | $723M | $585M | $585M | $577M | |
| Operating Income | $335M | $389M | $420M | $414M | $332M | $272M | $241M | $233M | $179M | $149M | $127M | $131M | |
| Interest Expense | · | · | $41M | $39M | $41M | $42M | $28M | $22M | $18M | $9M | $7M | $6M | |
| Interest Income | · | · | · | · | · | · | · | $1M | $1M | $1M | $783.0K | $1M | |
| Other Non-op | $-24M | $2M | $-817.0K | $230.0K | $1M | $-2M | $-400.0K | $156.0K | $-2M | $-1M | $-1M | $-1M | |
| Pretax Income | $226M | $333M | $378M | $374M | $293M | $228M | $212M | $212M | $159M | $139M | $119M | $124M | |
| Income Tax | $68M | $83M | $97M | $94M | $73M | $56M | $52M | $48M | $68M | $55M | $43M | $49M | |
| Net Income | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| EPS (Basic) | $5.00 | $7.73 | $8.53 | $8.04 | $6.27 | $4.92 | $4.49 | $4.60 | $2.54 | $2.35 | $2.00 | $1.84 | |
| EPS (Diluted) | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 | $4.87 | $4.43 | $4.55 | $2.50 | $2.32 | $1.98 | $1.83 | |
| Shares (Basic) | 31,494,000 | 32,286,000 | 32,991,000 | 34,903,000 | 35,011,000 | 35,117,000 | 35,538,000 | 35,586,000 | 35,741,000 | 36,102,000 | 37,984,000 | 41,062,000 | |
| Shares (Diluted) | 32,347,000 | 38,136,000 | 37,241,000 | 36,620,000 | 36,863,000 | 35,444,000 | 35,959,000 | 36,009,000 | 36,207,000 | 36,438,000 | 38,275,000 | 41,358,000 | |
| EBITDA | $441M | $487M | $482M | $470M | $387M | $337M | $287M | $271M | $222M | $187M | $164M | $172M |
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 | $358M | $259M | $269M | $164M | $104M | $128M | $115M | $143M | $106M | $203M | $188M | $165M | |
| Receivables | $5.52B | $4.17B | $3.57B | $3.27B | $2.94B | $2.69B | $2.51B | $1.93B | $1.81B | $1.44B | $1.32B | $1.31B | |
| Inventory | $161M | $123M | $185M | $265M | $328M | $186M | $191M | $149M | $195M | $148M | $120M | · | |
| Other Current Assets | $261M | $209M | $189M | $192M | $200M | $177M | $231M | $116M | $152M | $127M | $77M | $63M | |
| Current Assets | $6.36B | $4.84B | $4.33B | $3.90B | $3.57B | $3.18B | $3.05B | $2.34B | $2.30B | $1.98B | $1.75B | $1.70B | |
| PP&E (Net) | $188M | $216M | $210M | $204M | $176M | $146M | $131M | $73M | $75M | $71M | $88M | $104M | |
| PP&E (Gross) | $373M | $436M | $430M | $419M | $410M | $402M | $367M | $405M | $410M | $379M | $380M | $374M | |
| Accum. Depreciation | $185M | $220M | $220M | $215M | $234M | $256M | $236M | $332M | $335M | $308M | $292M | $269M | |
| Goodwill | $1.17B | $894M | $684M | $493M | $428M | $429M | $415M | $167M | $131M | $63M | $56M | $26M | |
| Intangibles | $426M | $426M | $370M | $205M | $215M | $247M | $279M | $112M | $101M | $21M | $27M | $24M | |
| Other Non-current Assets | $123M | $135M | $146M | $149M | $301M | $312M | $306M | $85M | $57M | $29M | $28M | $18M | |
| Total Assets | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Accrued Liabilities | $615M | $512M | $538M | $434M | $423M | $408M | $352M | $253M | $176M | $152M | $145M | $145M | |
| Current Liabilities | $5.10B | $4.12B | $3.37B | $2.87B | $2.52B | $2.23B | $1.88B | $1.54B | $1.50B | $1.44B | $1.21B | $1.14B | |
| Capital Leases | $60M | $66M | $71M | $63M | $58M | · | · | · | · | · | · | · | |
| Deferred Tax | $71M | $64M | $28M | $33M | $47M | $33M | $45M | $683.0K | $717.0K | $900.0K | $239.0K | $655.0K | |
| Other Non-current Liabilities | $187M | $161M | $203M | $157M | $256M | $270M | $232M | $56M | $45M | $26M | $31M | $24M | |
| Total Liabilities | $7.44B | $5.68B | $4.55B | $3.47B | $3.18B | $2.97B | $3.02B | $1.79B | $1.84B | $1.51B | $1.33B | $1.23B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $61M | |
| Common Stock | $310.0K | $318.0K | $326.0K | $340.0K | $349.0K | $351.0K | $353.0K | $355.0K | $358.0K | $355.0K | $371.0K | $401.0K | |
| Retained Earnings | $1.52B | $1.51B | $1.45B | $1.37B | $1.17B | $993M | $841M | $705M | $550M | $460M | $409M | $397M | |
| Stockholders' Equity | $1.65B | $1.77B | $1.74B | $1.64B | $1.51B | $1.34B | $1.16B | $987M | $843M | $713M | $686M | $721M | |
| Liabilities + Equity | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Shares Outstanding | 30,996,000 | 31,778,000 | 32,590,000 | 34,009,000 | 34,897,000 | 35,103,000 | 35,263,000 | 35,482,000 | 35,829,000 | 35,484,000 | 37,106,000 | 40,147,000 |
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 | $106M | $98M | $62M | $57M | $55M | $66M | $46M | $37M | $43M | $38M | $38M | $41M | |
| Stock-based Comp | $34M | $34M | $29M | $23M | $18M | $18M | $16M | $15M | $13M | $11M | $9M | $8M | |
| Deferred Tax | $2M | $8M | $-13M | $-9M | $12M | $-13M | $7M | $9M | $19M | $11M | $5M | $4M | |
| Amort. of Intangibles | $77M | $70M | $36M | $33M | $32M | $38M | $24M | $16M | $17M | $11M | $11M | $11M | |
| Restructuring | $37M | $32M | $6M | $4M | $-2M | $12M | $5M | $3M | $9M | $5M | $5M | $4M | |
| Other Non-cash | $5M | $243M | $260M | $-253M | $-141M | $113M | $-101M | $67M | $-471M | $-49M | $53M | $-17M | |
| Operating Cash Flow | $304M | $633M | $620M | $98M | $164M | $356M | $128M | $293M | $-307M | $96M | $181M | $110M | |
| CapEx | $25M | $47M | $39M | $71M | $52M | $24M | $69M | $17M | $19M | $12M | $13M | $10M | |
| Investing Cash Flow | $-310M | $-303M | $-505M | $-138M | $-21M | $10M | $-733M | $-92M | $-205M | $-21M | · | · | |
| Debt Issued | · | · | · | · | · | · | · | · | $175M | · | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | $-166M | $166M | · | · | · | |
| Stock Repurchased | $151M | $200M | $217M | $108M | $50M | $25M | $28M | $22M | · | $50M | $92M | $50M | |
| Net Stock Activity | $-151M | $-200M | $-217M | $-108M | $-50M | $-25M | $-28M | $-22M | · | $-50M | $-92M | $-50M | |
| Financing Cash Flow | $82M | $-321M | $-17M | $114M | $-161M | $-362M | $578M | $-159M | $397M | $-58M | · | · | |
| Net Change in Cash | $99M | $-9M | $105M | $60M | $-25M | $14M | $-28M | $37M | $-99M | $15M | $23M | $38M | |
| Taxes Paid | $74M | $118M | $104M | $91M | $76M | $63M | $42M | $31M | $55M | $39M | $41M | $52M | |
| Free Cash Flow | $279M | $586M | $580M | $27M | $112M | $331M | $59M | $275M | $-325M | $84M | $167M | $100M | |
| Levered FCF | · | · | $550M | $-2M | $81M | $300M | $37M | $258M | $-336M | $78M | $162M | $97M |
収益性
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% | 15.6% | 14.7% | 14.0% | 13.7% | 13.6% | 13.3% | 13.4% | |
| Operating Margin | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% | 3.3% | 3.1% | 3.3% | 2.7% | 2.7% | 2.4% | 2.5% | |
| Net Margin | 1.9% | 2.9% | 3.1% | 2.7% | 2.3% | 2.1% | 2.1% | 2.3% | 1.4% | 1.5% | 1.4% | 1.4% | |
| Pretax Margin | 2.7% | 3.8% | 4.1% | 3.6% | 3.1% | 2.7% | 2.7% | 3.0% | 2.4% | 2.5% | 2.2% | 2.3% | |
| EBITDA Margin | 5.3% | 5.6% | 5.3% | 4.5% | 4.1% | 4.0% | 3.7% | 3.8% | 3.3% | 3.4% | 3.1% | 3.2% | |
| ROA | 1.9% | 3.6% | 4.9% | 5.7% | 4.9% | 4.1% | 4.6% | 6.0% | 3.7% | 4.0% | 3.8% | 4.0% | |
| ROE | 9.7% | 14.1% | 16.7% | 17.2% | 14.8% | 13.2% | 14.1% | 17.0% | 11.7% | 12.1% | 10.8% | 10.5% | |
| ROIC | 14.1% | 16.5% | 18.0% | 18.9% | 16.5% | 15.3% | 15.6% | 18.3% | 12.1% | 12.7% | 11.7% | 11.1% |
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 | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 | 1.4 | 1.6 | 1.5 | 1.5 | 1.4 | 1.4 | 1.5 | |
| Quick Ratio | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 | 1.3 | 1.4 | 1.3 | 1.3 | 1.1 | 1.2 | 1.3 | |
| Interest Coverage | · | · | 10.2 | 10.5 | 8.2 | 6.5 | 8.4 | 10.2 | 9.3 | 17.2 | 17.5 | 21.8 |
効率性
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.3 | 1.6 | 2.1 | 2.1 | 2.0 | 2.2 | 2.6 | 2.7 | 2.6 | 2.7 | 2.8 | |
| Inventory Turnover | 45.8 | 45.2 | 33.4 | 29.6 | 31.1 | 37.4 | 38.9 | 35.5 | 33.8 | 35.4 | · | · | |
| Receivables Turnover | 1.7 | 2.2 | 2.7 | 3.4 | 3.4 | 3.2 | 3.5 | 3.8 | 4.1 | 4.0 | 4.1 | 4.1 |
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 | $53.20 | $55.72 | $53.26 | $48.17 | $43.25 | $38.24 | $32.90 | $27.82 | $23.54 | $20.11 | $18.48 | $17.96 | |
| Revenue / Share | $254.96 | $228.18 | $246.39 | $284.85 | $255.98 | $235.32 | $215.00 | $196.62 | $185.15 | $150.54 | $140.38 | $128.54 | |
| Cash Flow / Share | $9.39 | $16.59 | $16.64 | $2.68 | $4.44 | $10.03 | $3.56 | $8.13 | $-8.44 | $2.63 | $4.72 | $2.67 | |
| Cash / Share | $11.55 | $8.16 | $8.25 | $4.81 | $2.98 | $3.66 | $3.25 | $4.02 | $2.95 | $5.72 | $5.07 | $4.10 | |
| EPS (TTM) | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 | $4.87 | $4.43 | $4.55 | $2.50 | $2.32 | $1.98 | $1.83 |
成長率
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -5.2% | -5.2% | -12.0% | 10.5% | 13.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -7.5% | -2.7% | 3.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -0.22% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -25.8% | -13.2% | -1.4% | 28.7% | 22.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -14.1% | 3.2% | 15.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.04% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -37.0% | -11.2% | 0.25% | 27.9% | 27.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -17.5% | 4.4% | 17.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.8% | · | · | · | · | · | · | · | · | · | · | · |
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 | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Net Income TTM | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| Market Cap | $2.53B | $4.83B | $5.77B | $3.41B | $3.72B | $2.67B | $2.48B | $1.45B | $1.37B | $1.43B | $932M | $1.04B | |
| P/E | 16.8 | 23.2 | 23.5 | 13.1 | 17.9 | 15.6 | 15.9 | 9.0 | 15.3 | 17.4 | 12.7 | 14.1 | |
| P/S | 0.3 | 0.6 | 0.6 | 0.3 | 0.4 | 0.3 | 0.3 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | |
| P/B | 1.5 | 2.7 | 3.3 | 2.1 | 2.5 | 2.0 | 2.1 | 1.5 | 1.6 | 2.0 | 1.4 | 1.4 | |
| P / Tangible Book | 47.7 | 10.7 | 8.5 | 3.6 | 4.3 | 4.0 | · | · | · | · | · | · | |
| P / Cash Flow | 8.3 | 7.6 | 9.3 | 34.8 | 22.7 | 7.5 | 19.4 | 4.9 | -4.5 | 15.0 | 5.2 | 9.4 | |
| P / FCF | 9.0 | 8.2 | 10.0 | 125.5 | 33.3 | 8.1 | 42.2 | 5.3 | -4.2 | 17.2 | 5.6 | 10.4 | |
| Earnings Yield | 6.0% | 4.3% | 4.3% | 7.6% | 5.6% | 6.4% | 6.3% | 11.2% | 6.5% | 5.7% | 7.9% | 7.1% |
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 | $2.40B | $2.13B | $2.05B | $2.00B | $2.09B | $2.10B | $2.07B | $2.09B | $2.16B | $2.38B | $2.24B | $2.27B | $2.35B | $2.32B | $2.50B | $2.53B | |
| Cost of Revenue | $1.88B | $1.67B | $1.57B | $1.57B | $1.65B | $1.70B | $1.63B | $1.66B | $1.71B | $1.94B | $1.80B | $1.86B | $1.92B | $1.93B | $2.08B | $2.14B | |
| Gross Profit | $522M | $462M | $478M | $434M | $442M | $406M | $440M | $432M | $453M | $441M | $436M | $409M | $433M | $391M | $421M | $399M | |
| SG&A Expense | $385M | $384M | $361M | $333M | $352M | $339M | $358M | $330M | $317M | $337M | $298M | $310M | $318M | $310M | $305M | $308M | |
| Operating Income | $131M | $72M | $95M | $93M | $87M | $60M | $65M | $93M | $131M | $100M | $132M | $92M | $119M | $77M | $114M | $90M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $13M | · | $12M | $9M | $10M | · | $12M | |
| Other Non-op | $-248.0K | $1M | $336.0K | $888.0K | $-13.0K | $-25M | $2M | $-1M | $469.0K | $763.0K | $-328.0K | $203.0K | $60.0K | $-752.0K | $-511.0K | $-2M | |
| Pretax Income | $106M | $50M | $72M | $71M | $64M | $19M | $52M | $75M | $117M | $88M | $122M | $80M | $109M | $66M | $103M | $77M | |
| Income Tax | $29M | $19M | $20M | $20M | $17M | $11M | $15M | $17M | $30M | $21M | $32M | $20M | $29M | $16M | $26M | $19M | |
| Net Income | $78M | $30M | $52M | $51M | $47M | $8M | $37M | $58M | $87M | $67M | $91M | $60M | $80M | $50M | $77M | $57M | |
| EPS (Basic) | $2.58 | $0.97 | $1.66 | $1.62 | $1.48 | $0.24 | $1.17 | $1.81 | $2.69 | $2.06 | $2.77 | $1.85 | $2.43 | $1.48 | $2.24 | $1.64 | |
| EPS (Diluted) | $2.57 | $0.97 | $1.56 | $1.62 | $1.46 | $0.22 | $1.02 | $1.52 | $2.27 | $1.74 | $2.42 | $1.62 | $2.17 | $1.34 | $2.13 | $1.58 | |
| Shares (Basic) | 30,032,000 | 30,788,000 | · | 31,369,000 | 31,780,000 | 31,839,000 | · | 32,216,000 | 32,565,000 | 32,596,000 | · | 32,574,000 | 33,101,000 | 33,706,000 | · | 34,952,000 | |
| Shares (Diluted) | 30,174,000 | 30,856,000 | · | 31,536,000 | 32,121,000 | 34,683,000 | · | 38,331,000 | 38,567,000 | 38,435,000 | · | 37,203,000 | 37,039,000 | 37,207,000 | · | 36,340,000 | |
| EBITDA | $160M | $100M | · | $119M | $112M | $86M | · | $119M | $156M | $122M | · | $107M | $133M | $92M | · | $106M |
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 | $363M | $441M | $358M | $547M | $309M | $322M | $259M | $317M | $256M | $379M | · | $244M | $196M | $176M | · | $137M | |
| Receivables | $7.82B | $6.42B | $5.52B | $5.48B | $5.48B | $4.61B | $4.17B | $3.90B | $4.14B | $3.57B | · | $3.07B | $3.67B | $3.09B | · | $3.05B | |
| Inventory | $248M | $252M | $161M | $149M | $147M | $149M | $123M | $151M | $145M | $169M | · | $184M | $248M | $266M | · | $368M | |
| Other Current Assets | $310M | $279M | $261M | $266M | $300M | $246M | $209M | $209M | $265M | $219M | · | $210M | $230M | $217M | · | $232M | |
| Current Assets | $8.80B | $7.45B | $6.36B | $6.50B | $6.30B | $5.39B | $4.84B | $4.66B | $4.90B | $4.44B | · | $3.71B | $4.34B | $3.75B | · | $3.78B | |
| PP&E (Net) | · | · | $188M | · | · | · | $216M | · | · | · | $210M | $206M | $202M | $201M | $204M | $201M | |
| PP&E (Gross) | · | · | $373M | · | · | · | $436M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $196M | $189M | $185M | $233M | $230M | $225M | $220M | $222M | $221M | $219M | · | $222M | $218M | $215M | · | $214M | |
| Goodwill | $1.17B | $1.17B | $1.17B | $902M | $905M | $897M | $894M | $889M | $873M | $681M | $684M | $559M | $495M | $494M | · | $494M | |
| Intangibles | $384M | $405M | $426M | $374M | $394M | $409M | $426M | $449M | $461M | $354M | · | $220M | $189M | $197M | · | $212M | |
| Other Non-current Assets | $122M | $122M | $123M | $119M | $126M | $125M | $135M | $140M | $140M | $142M | · | $383M | $317M | $323M | · | $306M | |
| Total Assets | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Accrued Liabilities | $648M | $1.05B | $615M | $514M | $507M | $606M | $512M | $493M | $488M | $518M | · | $395M | $409M | $416M | · | $415M | |
| Current Liabilities | $7.43B | $6.13B | $5.10B | $5.02B | $4.90B | $4.39B | $4.12B | $3.74B | $4.01B | $3.50B | · | $2.74B | $3.31B | $2.88B | · | $2.27B | |
| Capital Leases | · | · | $60M | · | · | · | $66M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $70M | $70M | $71M | $70M | $51M | $57M | $64M | $73M | $52M | $23M | · | $33M | $32M | $29M | · | $37M | |
| Other Non-current Liabilities | $190M | $166M | $187M | $132M | $151M | $158M | $161M | $161M | $170M | $173M | · | $359M | $290M | $305M | · | $283M | |
| Total Liabilities | $9.79B | $8.45B | $7.44B | $7.32B | $7.12B | $6.33B | $5.68B | $5.52B | $5.51B | $4.81B | · | $3.45B | $3.97B | $3.39B | · | $3.38B | |
| Common Stock | $295.0K | $302.0K | $310.0K | $310.0K | $314.0K | $319.0K | $318.0K | $318.0K | $326.0K | $325.0K | · | $326.0K | $326.0K | $333.0K | · | $348.0K | |
| Retained Earnings | $1.49B | $1.48B | $1.52B | $1.47B | $1.49B | $1.52B | $1.51B | $1.47B | $1.57B | $1.48B | · | $1.36B | $1.30B | $1.31B | · | $1.37B | |
| Stockholders' Equity | $1.61B | $1.60B | $1.65B | $1.58B | $1.61B | $1.59B | $1.77B | $1.77B | $1.85B | $1.76B | $1.74B | $1.63B | $1.57B | $1.57B | $1.64B | $1.62B | |
| Liabilities + Equity | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Shares Outstanding | 29,515,000 | 30,191,000 | 30,996,000 | 30,967,000 | 31,420,000 | 31,912,000 | 31,778,000 | 31,761,000 | 32,584,000 | 32,548,000 | · | 32,577,000 | 32,568,000 | 33,261,000 | 34,009,000 | 34,828,000 |
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 | $29M | $28M | $28M | $26M | $26M | $26M | $26M | $26M | $25M | $22M | $18M | $16M | $14M | $15M | $14M | $15M | |
| Stock-based Comp | $11M | $8M | $7M | $9M | $9M | $9M | $8M | $9M | $9M | $8M | $3M | $10M | $10M | $7M | $6M | $6M | |
| Deferred Tax | $3M | $-1M | $-3M | $19M | $-6M | $-8M | $-8M | $20M | $888.0K | $-4M | $-4M | $-8M | $3M | $-4M | $-4M | $-5M | |
| Amort. of Intangibles | $21M | $21M | $21M | $19M | $19M | $19M | $19M | $19M | $17M | $15M | $11M | $9M | $8M | $8M | $8M | $9M | |
| Restructuring | $6M | $6M | $21M | $5M | $3M | $7M | $16M | $9M | $5M | $2M | $3M | $3M | $-4M | $4M | $1M | $720.0K | |
| Other Non-cash | · | $-33M | · | · | · | $44M | · | · | · | $155M | · | · | · | $93M | · | · | |
| Operating Cash Flow | $-12M | $32M | $154M | $249M | $-177M | $78M | $215M | $125M | $46M | $247M | $206M | $226M | $28M | $160M | $304M | $236M | |
| CapEx | $8M | $6M | $7M | $6M | $5M | $7M | $14M | $14M | $12M | $6M | $10M | $16M | $4M | $9M | $12M | $12M | |
| Investing Cash Flow | $125.0K | $-6M | $-292M | $-6M | $-5M | $-7M | $-14M | $-10M | $-273M | $-6M | $-409M | $-99M | $11M | $-9M | $-12M | $-12M | |
| Stock Repurchased | $75M | $75M | $0 | $75M | $76M | $0 | $0 | $165M | $0 | $35M | $0 | $0 | $100M | $117M | $83M | $25M | |
| Net Stock Activity | · | $-75M | · | · | · | $0 | · | · | · | $-35M | · | · | · | $-117M | · | · | |
| Financing Cash Flow | $-60M | $64M | $-54M | $-3M | $155M | $-15M | $-239M | $-62M | $105M | $-125M | $219M | $-75M | $-20M | $-141M | $-263M | $-221M | |
| Net Change in Cash | $-77M | $83M | $-189M | $238M | $-13M | $63M | $-58M | $61M | $-123M | $110M | $24M | $48M | $20M | $12M | $27M | $-951.0K | |
| Free Cash Flow | · | $26M | · | · | · | $71M | · | · | · | $241M | · | · | · | $151M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $231M | · | · | · | $143M | · | · |
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 | 21.7% | 21.7% | · | 21.7% | 21.1% | 19.3% | · | 20.7% | 21.0% | 18.5% | · | 18.0% | 18.4% | 16.8% | · | 15.8% | |
| Operating Margin | 5.5% | 3.4% | · | 4.6% | 4.1% | 2.9% | · | 4.5% | 6.1% | 4.2% | · | 4.0% | 5.1% | 3.3% | · | 3.6% | |
| Net Margin | 3.2% | 1.4% | · | 2.5% | 2.2% | 0.36% | · | 2.8% | 4.0% | 2.8% | · | 2.7% | 3.4% | 2.1% | · | 2.3% | |
| Pretax Margin | 4.4% | 2.3% | · | 3.5% | 3.1% | 0.90% | · | 3.6% | 5.4% | 3.7% | · | 3.5% | 4.7% | 2.9% | · | 3.0% | |
| EBITDA Margin | 6.7% | 4.7% | · | 5.9% | 5.4% | 4.1% | · | 5.7% | 7.2% | 5.1% | · | 4.7% | 5.7% | 4.0% | · | 4.2% | |
| ROA | 0.77% | 0.33% | · | 0.63% | 0.58% | 0.10% | · | 0.94% | 1.4% | 1.2% | · | 1.2% | 1.4% | 1.0% | · | 1.2% | |
| ROE | 4.8% | 1.9% | · | 3.0% | 2.7% | 0.45% | · | 3.4% | 5.1% | 4.0% | · | 3.7% | 5.1% | 3.2% | · | 3.7% | |
| ROIC | 5.9% | 2.7% | · | 4.2% | 3.9% | 1.5% | · | 4.1% | 5.3% | 4.3% | · | 4.2% | 5.6% | 3.7% | · | 4.2% |
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 | 1.2 | 1.2 | · | 1.3 | 1.3 | 1.2 | · | 1.2 | 1.2 | 1.3 | · | 1.4 | 1.3 | 1.3 | · | 1.7 | |
| Quick Ratio | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 8.0 | · | 7.6 | 12.6 | 7.5 | · | 7.7 |
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 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | |
| Inventory Turnover | 9.5 | 8.3 | · | 10.5 | 11.3 | 10.7 | · | 9.9 | 8.7 | 8.9 | · | 6.7 | 6.1 | 6.0 | · | 6.7 | |
| Receivables Turnover | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.6 | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.8 | · | 0.9 |
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 | $54.38 | $53.08 | · | $51.05 | $51.10 | $49.85 | · | $55.61 | $56.70 | $53.94 | · | $49.91 | $48.17 | $47.31 | · | $46.54 | |
| Revenue / Share | $79.52 | $68.97 | · | $63.54 | $65.11 | $60.65 | · | $54.47 | $56.05 | $61.91 | · | $60.92 | $63.44 | $62.46 | · | $69.74 | |
| Cash Flow / Share | · | $1.05 | · | · | · | $2.25 | · | · | · | $6.43 | · | · | · | $4.30 | · | · | |
| Cash / Share | $12.32 | $14.59 | · | $17.66 | $9.84 | $10.09 | · | $9.99 | $7.87 | $11.65 | · | $7.50 | $6.02 | $5.28 | · | $3.92 | |
| EPS (TTM) | $6.72 | $5.61 | · | $4.32 | $4.22 | $5.03 | · | $7.95 | $8.05 | $7.95 | · | $7.26 | $7.22 | $7.47 | · | $7.21 |
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 | $8.58B | $8.27B | · | $8.27B | $8.36B | $8.43B | · | $8.87B | $9.04B | $9.23B | · | $9.44B | $9.71B | $10.10B | · | $10.49B | |
| Net Income TTM | $210M | $180M | · | $142M | $150M | $190M | · | $303M | $305M | $298M | · | $268M | $265M | $274M | · | $265M | |
| Market Cap | $3.59B | $2.02B | · | $3.51B | $4.34B | $4.79B | · | $6.84B | $6.46B | $6.04B | · | $4.74B | $4.77B | $4.75B | · | $2.87B | |
| P/E | 18.1 | 11.9 | · | 26.3 | 32.7 | 29.8 | · | 27.1 | 24.6 | 23.3 | · | 20.0 | 20.3 | 19.1 | · | 11.4 | |
| P/S | 0.4 | 0.2 | · | 0.4 | 0.5 | 0.6 | · | 0.8 | 0.7 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.3 | |
| P/B | 2.2 | 1.3 | · | 2.2 | 2.7 | 3.0 | · | 3.9 | 3.5 | 3.4 | · | 2.9 | 3.0 | 3.0 | · | 1.8 | |
| P / Tangible Book | 65.3 | 68.6 | · | 11.5 | 14.2 | 16.8 | · | 16.0 | 12.6 | 8.4 | · | 5.6 | 5.4 | 5.4 | · | 3.1 | |
| P / Cash Flow | · | 62.5 | · | · | · | 61.3 | · | · | · | 24.4 | · | · | · | 29.7 | · | · | |
| Earnings Yield | 5.5% | 8.4% | · | 3.8% | 3.1% | 3.4% | · | 3.7% | 4.1% | 4.3% | · | 5.0% | 4.9% | 5.2% | · | 8.8% |
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 | 2021-12-31 |
|---|---|---|---|---|---|
| 収益 | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B |
| 粗利益率 % | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% |
| 営業利益率 % | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% |
| 純利益 | $157M | $250M | $281M | $281M | $219M |
| 希薄化後EPS | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 |
| 指標 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 流動比率 | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 |
| クイックレシオ | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 |
| 指標 | 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 | $279M | $586M | $580M | $27M | $112M |
機関投資家(13F) 351 提出者 · $4.0B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。
| 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 |
|---|---|---|---|---|
| 95 (+32 前期比) | 52 (+9 前期比) | 87 (-34 前期比) | 110 (+32 前期比) | +647K |
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. | $587,162,112 | 4,820,707 | 14.76% | 株式数 |
| MORGAN STANLEY | $345,420,316 | 2,835,962 | 8.68% | 株式数 |
| VANGUARD GROUP INC | $331,211,314 | 4,065,439 | 8.33% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $312,806,882 | 2,568,201 | 7.86% | 株式数 |
| FIDUCIARY MANAGEMENT INC /WI/ | $267,658,058 | 2,197,521 | 6.73% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $165,530,219 | 1,359,033 | 4.16% | 株式数 |
| STATE STREET CORP | $148,968,793 | 1,223,097 | 3.75% | 株式数 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $116,562,600 | 957,000 | 2.93% | 株式数 |
| FMR LLC | $114,406,113 | 939,295 | 2.88% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $103,334,103 | 848,411 | 2.60% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $99,241,013 | 814,638 | 2.50% | 株式数 |
| Analog Century Management LP | $94,025,459 | 771,966 | 2.36% | 株式数 |
| FIL Ltd | $65,637,289 | 538,894 | 1.65% | 株式数 |
| D. E. Shaw & Co., Inc. | $57,540,756 | 472,420 | 1.45% | 株式数 |
| NORTHERN TRUST CORP | $52,264,137 | 429,098 | 1.31% | 株式数 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $47,355,231 | 388,795 | 1.19% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46,500,560 | 381,778 | 1.17% | 株式数 |
| JANE STREET GROUP, LLC | $46,260,005 | 379,803 | 1.16% | 株式数 |
| Nuveen, LLC | $45,862,816 | 376,542 | 1.15% | 株式数 |
| JPMORGAN CHASE & CO | $42,093,650 | 348,247 | 1.06% | 株式数 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $41,130,155 | 337,686 | 1.03% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $40,310,197 | 330,954 | 1.01% | 株式数 |
| BROWN ADVISORY INC | $36,778,977 | 301,962 | 0.92% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $36,642,798 | 300,844 | 0.92% | 株式数 |
| GOLDMAN SACHS GROUP INC | $36,199,569 | 297,205 | 0.91% | 株式数 |
| AMERIPRISE FINANCIAL INC | $35,756,827 | 293,570 | 0.90% | 株式数 |
| Point72 Asset Management, L.P. | $34,941,131 | 286,873 | 0.88% | 株式数 |
| Invesco Ltd. | $28,164,911 | 231,239 | 0.71% | 株式数 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $27,837,999 | 228,555 | 0.70% | 株式数 |
| Alyeska Investment Group, L.P. | $26,601,729 | 218,405 | 0.67% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $24,252,816 | 199,120 | 0.61% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22,228,500 | 182,500 | 0.56% | コールオプション |
| Bank of New York Mellon Corp | $21,892,381 | 179,740 | 0.55% | 株式数 |
| PRINCIPAL FINANCIAL GROUP INC | $17,776,467 | 145,948 | 0.45% | 株式数 |
| UBS Group AG | $15,227,436 | 125,020 | 0.38% | 株式数 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14,363,874 | 117,930 | 0.36% | 株式数 |
| KENNEDY CAPITAL MANAGEMENT LLC | $14,257,299 | 117,055 | 0.36% | 株式数 |
| SPEECE THORSON CAPITAL GROUP INC | $13,027,000 | 106,952 | 0.33% | 株式数 |
| HIGHLAND PEAK CAPITAL, LLC | $12,845,881 | 105,467 | 0.32% | 株式数 |
| Public Sector Pension Investment Board | $12,636,994 | 103,752 | 0.32% | 株式数 |
| BARCLAYS PLC | $12,161,122 | 99,845 | 0.31% | 株式数 |
| Aristotle Capital Boston, LLC | $10,586,249 | 86,915 | 0.27% | 株式数 |
| RENAISSANCE TECHNOLOGIES LLC | $10,422,791 | 85,573 | 0.26% | 株式数 |
| Qube Research & Technologies Ltd | $10,364,084 | 85,091 | 0.26% | 株式数 |
| RHUMBLINE ADVISERS | $9,614,992 | 78,941 | 0.24% | 株式数 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $9,529,997 | 78,243 | 0.24% | 株式数 |
| AQR CAPITAL MANAGEMENT LLC | $9,116,852 | 74,851 | 0.23% | 株式数 |
| Legal & General Group Plc | $8,836,589 | 72,550 | 0.22% | 株式数 |
| CITADEL ADVISORS LLC | $8,610,164 | 70,691 | 0.22% | 株式数 |
| KESTREL INVESTMENT MANAGEMENT CORP | $7,764,750 | 63,750 | 0.20% | 株式数 |
アクティビストおよび5%超のオーナー 3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 |
|---|---|---|---|---|---|
| VA Partners I, LLC, ValueAct Capital Master Fund, L.P., ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 提出書類 | 2025年12月1日 | 4.70% | 修正 | · | SEC |
| ValueAct Capital Master Fund, L.P., VA Partners I, LLC, ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 提出書類 | 2023年2月17日 | · | 初回提出 | · | SEC |
| Insight Enterprises, Inc. ×2 提出書類 | 2017年1月6日 | · | 初回提出 | M&A / 売却 | 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 56 人のインサイダー · 35人の役員 · 19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 |
|---|---|---|---|---|---|---|
| Jacob Azagury | Chief Executive Officer | 2026年4月15日 A | · | 0 | 0 | $0 |
| Joyce A Mullen | Chief Executive Officer | 2026年2月20日 M | 77,972 | 0 | 0 | $0 |
| Richard A Fennessy | President and CEO | 2009年8月26日 S | 122,370 | 0 | 0 | $0 |
| James A. Morgado | Chief Financial Officer | 2026年5月11日 P | 17,246 | 1 | 0 | $199,825 |
| Helen Johnson | CFO, INA SVP Finance | 2021年2月24日 S | 13,677 | 0 | 0 | $0 |
| Stanley Laybourne | CFO | 2007年8月29日 M | 11,200 | 0 | 0 | $0 |
| Adrian P Gregory | President, EMEA | 2026年2月20日 M | 8,719 | 0 | 0 | $0 |
| Daniel Burger | President INA | 2026年2月20日 M | 24,652 | 0 | 0 | $0 |
| Emma Desousa | President, EMEA | 2022年2月20日 A | 8,710 | 0 | 0 | $0 |
| Wolfgang Ebermann | EMEA President | 2020年3月10日 P | 43,549 | 0 | 0 | $0 |
| Steven W. Dodenhoff | President, North America | 2020年2月20日 A | 61,708 | 0 | 0 | $0 |
| Stuart Fenton | President Insight EMEA | 2013年5月10日 S | 0 | 0 | 0 | $0 |
| Mark T Mcgrath | President of Subsidiary | 2009年2月20日 A | 96,773 | 0 | 0 | $0 |
| Branson M Smith | President of Subsidiary | 2004年11月29日 M | 0 | 0 | 0 | $0 |
| Dino D Farfante | President of Subsidiary | 2004年11月17日 M | 0 | 0 | 0 | $0 |
| Karim Adatia | General Counsel | 2026年8月28日 S | 0 | 0 | 2 | $-99,072 |
| Robert Douglas Green | Chief Digital Officer | 2026年2月20日 M | 9,267 | 0 | 0 | $0 |
| Jennifer M Vasin | Chief Human Resources Officer | 2026年2月20日 M | 8,389 | 0 | 0 | $0 |
| Rachael A Bertrandt | Chief Accounting Officer | 2026年2月20日 M | 5,909 | 0 | 0 | $0 |
| Samuel C Cowley | Gen'l Counsel & Secretary | 2026年2月20日 M | 32,509 | 0 | 0 | $0 |
| Sumana Nallapati | Chief Information Officer | 2023年5月15日 M | 617 | 0 | 0 | $0 |
| Jeffery Shumway | Chief Information Officer | 2022年2月20日 M | 11,512 | 0 | 0 | $0 |
| Michael Guggemos | Chief Information Officer | 2019年2月20日 A | 28,148 | 0 | 0 | $0 |
| Dana A. Leighty | VP, PAO | 2018年2月20日 A | 9,713 | 0 | 0 | $0 |
| Steven Robert Andrews | General Counsel and Secretary | 2015年2月26日 S | 14,086 | 0 | 0 | $0 |
| David C Olsen | SVP, Controller and PAO | 2012年2月20日 A | 0 | 0 | 0 | $0 |
| Mary E. Sculley | SVP, Human Resources | 2011年5月10日 A | · | 0 | 0 | $0 |
| Stephen Speidel | Sr. Vice President, Operations | 2011年2月20日 A | 29,536 | 0 | 0 | $0 |
| Gary M Glandon | Chief People Officer | 2009年2月20日 A | 17,118 | 0 | 0 | $0 |
| Karen K Mcginnis | Chief Accounting Officer | 2009年2月20日 A | 40,837 | 0 | 0 | $0 |
| Catherine W Eckstein | Chief Marketing Officer | 2008年5月26日 F | 18,331 | 0 | 0 | $0 |
| David Rice | Chief Technology Officer | 2008年2月19日 M | 0 | 0 | 0 | $0 |
| Carmela Orlando | VP, GM of Subsidiary | 2006年5月6日 M | 2,500 | 0 | 0 | $0 |
| James A Mccoy | SVP of Subsidiary | 2005年2月14日 M | 0 | 0 | 0 | $0 |
| Timothy J Mcgrath | EVP of Subsidiary | 2004年8月26日 A | 0 | 0 | 0 | $0 |
| Janet Foutty | 取締役 | 2026年8月30日 M | 917 | 0 | 0 | $0 |
| Thomas Reichert | 取締役 | 2026年8月30日 M | 917 | 0 | 0 | $0 |
| Anthony Ibarguen | 取締役 | 2026年8月13日 S | 18,188 | 0 | 1 | $-619,320 |
| Girish D Rishi | 取締役 | 2026年5月21日 M | 13,557 | 0 | 0 | $0 |
| Catherine Courage | 取締役 | 2026年5月21日 M | 12,956 | 0 | 0 | $0 |
| Linda Marie Breard | 取締役 | 2026年5月21日 M | 13,131 | 0 | 0 | $0 |
| Bruce Armstrong | 取締役 | 2026年5月21日 M | 15,163 | 0 | 0 | $0 |
| Richard E Allen | 取締役 | 2026年5月21日 M | 27,620 | 0 | 0 | $0 |
| Timothy A Crown | 取締役 | 2026年5月21日 M | 93,160 | 0 | 0 | $0 |
| Kathleen S Pushor | 取締役 | 2025年5月12日 M | 8,083 | 0 | 0 | $0 |
| Michael M Fisher | 取締役 | 2018年5月10日 M | 19,968 | 0 | 0 | $0 |
| Bennett Dorrance | 取締役 | 2018年5月10日 M | 49,352 | 0 | 0 | $0 |
| Robertson C Jones | 取締役 | 2017年5月15日 M | 6,605 | 0 | 0 | $0 |
| Larry Gunning | 取締役 | 2016年2月10日 M | 11,891 | 0 | 0 | $0 |
| Robert F Woods | 取締役 | 2011年5月19日 M | 3,333 | 0 | 0 | $0 |
| David J Robino | 取締役 | 2010年5月9日 M | 6,001 | 0 | 0 | $0 |
| Eric J Crown | 取締役 | 2007年8月31日 M | 253,345 | 0 | 0 | $0 |
| Glynis Bryan | · | 2025年2月12日 M | 102,519 | 0 | 0 | $0 |
| Kenneth T Lamneck | · | 2022年1月3日 S | 71,741 | 0 | 0 | $0 |
| James D Kebert | · | 2006年6月30日 D | 14,000 | 0 | 0 | $0 |
| Robert P Moya | · | 2005年1月3日 M | 0 | 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 54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 |
|---|---|---|---|---|
| PSCT · Invesco Exchange-Traded Fund Trust … | 1.95% | 64,909 SH | 2026年10月2日 | 日次 |
| RZV · Invesco Exchange-Traded Fund Trust | 1.22% | 20,973 SH | 2026年10月2日 | 日次 |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.57% | 69,712 SH | 2026年10月2日 | 日次 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.39% | 64,091 SH | 2026年8月19日 | 日次 |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.31% | 4,590 SH | 2026年10月2日 | 日次 |
| NUSC · Nushares ETF Trust | 0.28% | 27,725 NS | 2026年7月31日 | N-PORT |
| EBIT · Harbor ETF Trust | 0.26% | 240 NS | 2026年7月31日 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.22% | 25,160 SH | 2026年8月19日 | 日次 |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.20% | 105,623 SH | 2026年8月19日 | 日次 |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 7,371 NS | 2026年7月31日 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.15% | 1,035 NS | 2026年7月31日 | N-PORT |
| IWM · iShares Trust | 0.15% | 741,803 SH | 2026年9月11日 | 日次 |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 7,826 NS | 2026年7月31日 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.14% | 27,299 NS | 2026年7月31日 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.13% | 14,324 NS | 2026年7月31日 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.13% | 1,926 NS | 2026年7月31日 | N-PORT |
| RSSL · Global X Funds | 0.12% | 13,786 NS | 2026年7月31日 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.11% | 165,762 SH | 2026年8月19日 | 日次 |
| PKW · Invesco Exchange-Traded Fund Trust | 0.11% | 10,983 SH | 2026年10月2日 | 日次 |
| ESML · iShares Trust | 0.09% | 16,408 SH | 2026年9月11日 | 日次 |
| VBR · VANGUARD INDEX FUNDS | 0.08% | 439,858 SH | 2026年8月19日 | 日次 |
| VFVA · VANGUARD WELLINGTON FUND | 0.07% | 4,680 SH | 2026年8月19日 | 日次 |
| DFAS · Dimensional ETF Trust | 0.07% | 80,845 NS | 2026年7月31日 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.06% | 91,175 NS | 2026年7月31日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.05% | 59,229 NS | 2026年7月31日 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.05% | 720,334 SH | 2026年8月19日 | 日次 |
| DFSV · Dimensional ETF Trust | 0.05% | 31,704 NS | 2026年7月31日 | N-PORT |
| WSML · iShares Trust | 0.04% | 1,723 SH | 2026年9月11日 | 日次 |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 346,411 SH | 2026年8月19日 | 日次 |
| VB · VANGUARD INDEX FUNDS | 0.04% | 692,899 SH | 2026年8月19日 | 日次 |
| TILT · FlexShares Trust | 0.04% | 5,994 NS | 2026年7月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.03% | 19,621 SH | 2026年10月2日 | 日次 |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.03% | 332 NS | 2026年7月31日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.02% | 25,242 NS | 2026年7月31日 | N-PORT |
| IGM · iShares Trust | 0.02% | 14,195 SH | 2026年9月11日 | 日次 |
| DXUV · Dimensional ETF Trust | 0.02% | 665 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 43,538 NS | 2026年7月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 958,776 SH | 2026年8月19日 | 日次 |
| ESGV · VANGUARD WORLD FUND | 0.01% | 6,346 SH | 2026年8月19日 | 日次 |
| DFSU · Dimensional ETF Trust | 0.01% | 1,446 NS | 2026年7月31日 | N-PORT |
| ITOT · iShares Trust | 0.01% | 41,326 SH | 2026年9月11日 | 日次 |
| IWV · iShares Trust | 0.01% | 7,563 SH | 2026年9月11日 | 日次 |
| DFAU · Dimensional ETF Trust | 0.00% | 4,069 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 6,113 NS | 2026年7月31日 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 22,769 SH | 2026年8月19日 | 日次 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,363 SH | 2026年8月19日 | 日次 |
| IJR · iShares Trust | · | 1,843,297 SH | 2026年9月10日 | 日次 |
| IJS · iShares Trust | · | 269,540 SH | 2026年9月8日 | 日次 |
| IWN · iShares Trust | · | 270,835 SH | 2026年9月11日 | 日次 |
| XJR · iShares Trust | · | 4,169 SH | 2026年8月31日 | 日次 |
| SVAL · iShares Trust | · | 8,333 SH | 2026年9月3日 | 日次 |
| ISCB · iShares Trust | · | 1,294 SH | 2026年9月11日 | 日次 |
| ISCV · iShares Trust | · | 6,397 SH | 2026年9月11日 | 日次 |
| SMLF · iShares Trust | · | 10,412 SH | 2026年9月11日 | 日次 |
NSIT 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
12ヶ月目標株価
4 アナリスト · 2026-10-04平均値ターゲット $163.75 +1.9%
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 |
|---|---|---|---|---|---|---|
| NSIT | $2.53B | 16.8 | -5.2% | 1.9% | 9.7% | 21.4% |
| SNX | $15.10B | 15.3 | 6.9% | 1.3% | 10.0% | 7.0% |
| CDW | $17.62B | 16.9 | 6.8% | 4.8% | 42.0% | 21.7% |
| ARW | $5.63B | 10.1 | 10.5% | 1.8% | 9.2% | 11.2% |
| AVT | · | 21.5 | 24.5% | 1.2% | 6.7% | 10.4% |
| INGM | · | 18.6 | 9.5% | · | · | · |
| PLUS | $1.98B | 15.0 | 22.1% | 5.4% | 12.5% | 25.2% |
| CNXN | $1.46B | 17.7 | 2.5% | 2.9% | 9.3% | 18.8% |
| ADIG | · | · | · | · | · | · |
| SCSC | $1.05B | 14.3 | 6.1% | 2.4% | 8.7% | 13.6% |
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。