NSIT Insight Enterprises, Inc. - Common Stock
NASDAQ · Electrical Equipment · SEC EDGAR에서 보기 ↗ 종가 10월 2, 2026 10-K/10-Q 8월 6, 2026NSIT 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
NSIT 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의
막대 세분성은 선택한 기간에 따라 조정됩니다. 막대의 시가/고가/저가/종가를 보려면 차트에 마우스를 올리세요.
| 배당락일 | 분할 | 유형 |
|---|---|---|
| 2000년 9월 19일 | 3-for-2 | 정방향 |
| 1999년 2월 19일 | 3-for-2 | 정방향 |
| 1998년 9월 9일 | 3-for-2 | 정방향 |
| 1997년 9월 18일 | 3-for-2 | 정방향 |
Insight Enterprises, Inc. - Common Stock 정보 위키백과 회사 개요
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.
출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗
10년 성과 매출, 순이익, 마진 및 EPS 추세
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
| 지표 | 5년 추세 | NSIT | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| P/E (TTM) | 23.95년 평균 ≈18.9 | ≈18.9 | 17.8 | 적정 가치 | |
| P/S (TTM) | 0.65년 평균 ≈0.4 | ≈0.4 | 0.4 | 적정 가치 | |
| P/B (MRQ) | 3.05년 평균 ≈2.4 | ≈2.4 | 1.8 | 고평가 | |
| 주가 / FCF (TTM) | 12.05년 평균 ≈37.2 | ≈37.2 | · | · | |
| 주가 / 현금 흐름 (TTM) | 11.25년 평균 ≈16.6 | ≈16.6 | 12.2 | 저평가 | |
| 주가 / 유형 장부 가치 (MRQ) | 3.95년 평균 ≈15.0 | ≈15.0 | · | · |
동종 기업 중앙값은 지표별로 표준화된 기준으로 계산되며, 이 주식에 표시된 TTM/MRQ 기준과 항상 일치하지 않을 수 있습니다.
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
| 지표 | 5년 추세 | NSIT | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| 매출 총이익률 (TTM) | 22.1%5년 평균 ≈18.2% | ≈18.2% | 15.4% | 최상위권 | |
| 영업이익률 (TTM) | 4.6%5년 평균 ≈4.1% | ≈4.1% | 4.0% | 최상위권 | |
| EBITDA 마진 (TTM) | 5.9%5년 평균 ≈5.0% | ≈5.0% | 4.2% | 최상위권 | |
| 세전 마진 (TTM) | 3.5%5년 평균 ≈3.5% | ≈3.5% | 3.9% | 동일 | |
| 순이익률 (TTM) | 2.5%5년 평균 ≈2.6% | ≈2.6% | 2.9% | 동일 | |
| ROA (TTM) | 2.1%5년 평균 ≈4.2% | ≈4.2% | 3.4% | 약함 | |
| ROE (TTM) | 13.1%5년 평균 ≈14.5% | ≈14.5% | 9.5% | 동일 | |
| ROIC | 14.1%5년 평균 ≈16.8% | ≈16.8% | 9.6% | 최상위권 |
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
| 지표 | 5년 추세 | NSIT | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| 유동비율 (MRQ) | 1.25년 평균 ≈1.3 | ≈1.3 | 1.3 | 낮은 유동성 | |
| Quick Ratio (당좌 비율) | 1.25년 평균 ≈1.2 | ≈1.2 | 1.0 | 강한 유동성 |
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
| 지표 | 5년 추세 | NSIT | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| Revenue YoY (매출 YoY) | -5.2%5년 평균 ≈0.25% | ≈0.25% | · | · | |
| Revenue CAGR 3Y (매출 CAGR 3년) | -7.5%5년 평균 ≈-2.3% | ≈-2.3% | · | · | |
| Revenue CAGR 5Y (매출 CAGR 5년) | -0.22% | · | · | · | |
| EPS YoY | -25.8%5년 평균 ≈2.1% | ≈2.1% | · | · | |
| Net Income YoY (순이익 YoY) | -37.0%5년 평균 ≈1.4% | ≈1.4% | · | · | |
| EPS CAGR 3Y (EPS CAGR 3년) | -14.1%5년 평균 ≈1.6% | ≈1.6% | · | · | |
| EPS CAGR 5Y (EPS CAGR 5년) | -0.04% | · | · | · | |
| Net Income CAGR 3Y (순이익 CAGR 3년) | -17.5%5년 평균 ≈1.5% | ≈1.5% | · | · | |
| Net Income CAGR 5Y (순이익 CAGR 5년) | -1.8% | · | · | · |
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
| 지표 | 5년 추세 | NSIT | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| Asset Turnover (자산 회전율) | 1.05년 평균 ≈1.6 | ≈1.6 | 1.6 | 약함 | |
| Inventory Turnover (재고 회전율) | 45.85년 평균 ≈37.0 | ≈37.0 | 10.8 | 최상위권 | |
| Receivables Turnover (매출 채권 회전율) | 1.75년 평균 ≈2.7 | ≈2.7 | 4.4 | 약함 | |
| Revenue / Employee (연간 매출액 ÷ 직원 수(yfinance 보고 인원수). 파생 — 저장된 SEC-XBRL 개념이 아님.) | ≈$568.6K | · | · | · |
가치 · ≈ 5년 평균 · 산업 중앙값 · 중앙값 대비 평가
실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
| 기간 | 보고서 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|---|
| 2026년 6월 30일 | 7월 29, 2026 | $3.86 | $2.99 | 29.3% |
| 2026년 3월 31일 | $2.88 | $2.49 | 15.6% | |
| 2025년 12월 31일 | $2.96 | $2.90 | 2.2% | |
| 2025년 9월 30일 | $2.43 | $2.54 | -4.5% | |
| 2025년 6월 30일 | $2.45 | $2.51 | -2.5% | |
| 2025년 3월 31일 | $2.06 | $2.05 | 0.48% |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서
| 지표 | 추세 | 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 |
대차대조표
| 지표 | 추세 | 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 |
현금 흐름
| 지표 | 추세 | 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 |
수익성
| 지표 | 추세 | 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% |
유동성 및 지급능력
| 지표 | 추세 | 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 |
효율성
| 지표 | 추세 | 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 |
주당
| 지표 | 추세 | 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 |
성장률
| 지표 | 추세 | 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% | · | · | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM)
| 지표 | 추세 | 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% |
손익계산서
| 지표 | 추세 | 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 |
대차대조표
| 지표 | 추세 | 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 |
현금 흐름
| 지표 | 추세 | 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 | · | · |
수익성
| 지표 | 추세 | 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% |
유동성 및 지급능력
| 지표 | 추세 | 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 |
효율성
| 지표 | 추세 | 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 |
주당
| 지표 | 추세 | 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 |
가치 평가 (TTM)
| 지표 | 추세 | 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% |
최신 기간은 왼쪽에 · null 값은 ·로 표시
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
| 지표 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 매출 | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B |
| 매출 총이익률 % | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% |
| 영업이익률 % | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% |
| 순이익 | $157M | $250M | $281M | $281M | $219M |
| 희석 EPS | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 |
| 지표 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 유동비율 | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 |
| 당좌 비율 | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 |
| 지표 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 잉여현금흐름 | $279M | $586M | $580M | $27M | $112M |
기관 투자자 (13F) 351개의 제출자 · $4.0B 전체 · 기준일 2026년 9월 30일
분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.
| 신규 포지션 | 청산 포지션 | 증가함 | 감소 | 순주식 변동 |
|---|---|---|---|---|
| 95 (+32 이전 분기 대비) | 52 (+9 이전 분기 대비) | 87 (-34 이전 분기 대비) | 110 (+32 이전 분기 대비) | +647K |
Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.
| 기관 | 가치 | 주식 | % 추적된 13F 중 | 유형 |
|---|---|---|---|---|
| BlackRock, Inc. | $587,162,112 | 4,820,707 | 14.76% | 주식 |
| MORGAN STANLEY | $345,420,316 | 2,835,962 | 8.68% | 주식 |
| VANGUARD GROUP INC | $331,211,314 | 4,065,439 | 8.33% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $312,806,882 | 2,568,201 | 7.86% | 주식 |
| FIDUCIARY MANAGEMENT INC /WI/ | $267,658,058 | 2,197,521 | 6.73% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $165,530,219 | 1,359,033 | 4.16% | 주식 |
| STATE STREET CORP | $148,968,793 | 1,223,097 | 3.75% | 주식 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $116,562,600 | 957,000 | 2.93% | 주식 |
| FMR LLC | $114,406,113 | 939,295 | 2.88% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $103,334,103 | 848,411 | 2.60% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $99,241,013 | 814,638 | 2.50% | 주식 |
| Analog Century Management LP | $94,025,459 | 771,966 | 2.36% | 주식 |
| FIL Ltd | $65,637,289 | 538,894 | 1.65% | 주식 |
| D. E. Shaw & Co., Inc. | $57,540,756 | 472,420 | 1.45% | 주식 |
| NORTHERN TRUST CORP | $52,264,137 | 429,098 | 1.31% | 주식 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $47,355,231 | 388,795 | 1.19% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46,500,560 | 381,778 | 1.17% | 주식 |
| JANE STREET GROUP, LLC | $46,260,005 | 379,803 | 1.16% | 주식 |
| Nuveen, LLC | $45,862,816 | 376,542 | 1.15% | 주식 |
| JPMORGAN CHASE & CO | $42,093,650 | 348,247 | 1.06% | 주식 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $41,130,155 | 337,686 | 1.03% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $40,310,197 | 330,954 | 1.01% | 주식 |
| BROWN ADVISORY INC | $36,778,977 | 301,962 | 0.92% | 주식 |
| BANK OF AMERICA CORP /DE/ | $36,642,798 | 300,844 | 0.92% | 주식 |
| GOLDMAN SACHS GROUP INC | $36,199,569 | 297,205 | 0.91% | 주식 |
| AMERIPRISE FINANCIAL INC | $35,756,827 | 293,570 | 0.90% | 주식 |
| Point72 Asset Management, L.P. | $34,941,131 | 286,873 | 0.88% | 주식 |
| Invesco Ltd. | $28,164,911 | 231,239 | 0.71% | 주식 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $27,837,999 | 228,555 | 0.70% | 주식 |
| Alyeska Investment Group, L.P. | $26,601,729 | 218,405 | 0.67% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $24,252,816 | 199,120 | 0.61% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22,228,500 | 182,500 | 0.56% | 콜 옵션 |
| Bank of New York Mellon Corp | $21,892,381 | 179,740 | 0.55% | 주식 |
| PRINCIPAL FINANCIAL GROUP INC | $17,776,467 | 145,948 | 0.45% | 주식 |
| UBS Group AG | $15,227,436 | 125,020 | 0.38% | 주식 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14,363,874 | 117,930 | 0.36% | 주식 |
| KENNEDY CAPITAL MANAGEMENT LLC | $14,257,299 | 117,055 | 0.36% | 주식 |
| SPEECE THORSON CAPITAL GROUP INC | $13,027,000 | 106,952 | 0.33% | 주식 |
| HIGHLAND PEAK CAPITAL, LLC | $12,845,881 | 105,467 | 0.32% | 주식 |
| Public Sector Pension Investment Board | $12,636,994 | 103,752 | 0.32% | 주식 |
| BARCLAYS PLC | $12,161,122 | 99,845 | 0.31% | 주식 |
| Aristotle Capital Boston, LLC | $10,586,249 | 86,915 | 0.27% | 주식 |
| RENAISSANCE TECHNOLOGIES LLC | $10,422,791 | 85,573 | 0.26% | 주식 |
| Qube Research & Technologies Ltd | $10,364,084 | 85,091 | 0.26% | 주식 |
| RHUMBLINE ADVISERS | $9,614,992 | 78,941 | 0.24% | 주식 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $9,529,997 | 78,243 | 0.24% | 주식 |
| AQR CAPITAL MANAGEMENT LLC | $9,116,852 | 74,851 | 0.23% | 주식 |
| Legal & General Group Plc | $8,836,589 | 72,550 | 0.22% | 주식 |
| CITADEL ADVISORS LLC | $8,610,164 | 70,691 | 0.22% | 주식 |
| KESTREL INVESTMENT MANAGEMENT CORP | $7,764,750 | 63,750 | 0.20% | 주식 |
행동주의자 및 5% 이상 소유자 3 보유
SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.
| 제출자 | 제출됨 | 지분 | 상태 | 목적 | 제출 |
|---|---|---|---|---|---|
| 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 제출 서류 | 2025년 12월 1일 | 4.70% | 수정본 | · | 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 제출 서류 | 2023년 2월 17일 | · | 최초 제출 | · | SEC |
| Insight Enterprises, Inc. ×2 제출 서류 | 2017년 1월 6일 | · | 최초 제출 | M&A / 매각 | 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.
회사 내부자 56 명의 내부자 · 35 임원 · 19 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Jacob Azagury | Chief Executive Officer | 2026년 4월 15일 A | · | 0 | 0 | $0 |
| Joyce A Mullen | Chief Executive Officer | 2026년 2월 20일 M | 77,972 | 0 | 0 | $0 |
| Richard A Fennessy | President and CEO | 2009년 8월 26일 S | 122,370 | 0 | 0 | $0 |
| James A. Morgado | Chief Financial Officer | 2026년 5월 11일 P | 17,246 | 1 | 0 | $199,825 |
| Helen Johnson | CFO, INA SVP Finance | 2021년 2월 24일 S | 13,677 | 0 | 0 | $0 |
| Stanley Laybourne | CFO | 2007년 8월 29일 M | 11,200 | 0 | 0 | $0 |
| Adrian P Gregory | President, EMEA | 2026년 2월 20일 M | 8,719 | 0 | 0 | $0 |
| Daniel Burger | President INA | 2026년 2월 20일 M | 24,652 | 0 | 0 | $0 |
| Emma Desousa | President, EMEA | 2022년 2월 20일 A | 8,710 | 0 | 0 | $0 |
| Wolfgang Ebermann | EMEA President | 2020년 3월 10일 P | 43,549 | 0 | 0 | $0 |
| Steven W. Dodenhoff | President, North America | 2020년 2월 20일 A | 61,708 | 0 | 0 | $0 |
| Stuart Fenton | President Insight EMEA | 2013년 5월 10일 S | 0 | 0 | 0 | $0 |
| Mark T Mcgrath | President of Subsidiary | 2009년 2월 20일 A | 96,773 | 0 | 0 | $0 |
| Branson M Smith | President of Subsidiary | 2004년 11월 29일 M | 0 | 0 | 0 | $0 |
| Dino D Farfante | President of Subsidiary | 2004년 11월 17일 M | 0 | 0 | 0 | $0 |
| Karim Adatia | General Counsel | 2026년 8월 28일 S | 0 | 0 | 2 | $-99,072 |
| Robert Douglas Green | Chief Digital Officer | 2026년 2월 20일 M | 9,267 | 0 | 0 | $0 |
| Jennifer M Vasin | Chief Human Resources Officer | 2026년 2월 20일 M | 8,389 | 0 | 0 | $0 |
| Rachael A Bertrandt | Chief Accounting Officer | 2026년 2월 20일 M | 5,909 | 0 | 0 | $0 |
| Samuel C Cowley | Gen'l Counsel & Secretary | 2026년 2월 20일 M | 32,509 | 0 | 0 | $0 |
| Sumana Nallapati | Chief Information Officer | 2023년 5월 15일 M | 617 | 0 | 0 | $0 |
| Jeffery Shumway | Chief Information Officer | 2022년 2월 20일 M | 11,512 | 0 | 0 | $0 |
| Michael Guggemos | Chief Information Officer | 2019년 2월 20일 A | 28,148 | 0 | 0 | $0 |
| Dana A. Leighty | VP, PAO | 2018년 2월 20일 A | 9,713 | 0 | 0 | $0 |
| Steven Robert Andrews | General Counsel and Secretary | 2015년 2월 26일 S | 14,086 | 0 | 0 | $0 |
| David C Olsen | SVP, Controller and PAO | 2012년 2월 20일 A | 0 | 0 | 0 | $0 |
| Mary E. Sculley | SVP, Human Resources | 2011년 5월 10일 A | · | 0 | 0 | $0 |
| Stephen Speidel | Sr. Vice President, Operations | 2011년 2월 20일 A | 29,536 | 0 | 0 | $0 |
| Gary M Glandon | Chief People Officer | 2009년 2월 20일 A | 17,118 | 0 | 0 | $0 |
| Karen K Mcginnis | Chief Accounting Officer | 2009년 2월 20일 A | 40,837 | 0 | 0 | $0 |
| Catherine W Eckstein | Chief Marketing Officer | 2008년 5월 26일 F | 18,331 | 0 | 0 | $0 |
| David Rice | Chief Technology Officer | 2008년 2월 19일 M | 0 | 0 | 0 | $0 |
| Carmela Orlando | VP, GM of Subsidiary | 2006년 5월 6일 M | 2,500 | 0 | 0 | $0 |
| James A Mccoy | SVP of Subsidiary | 2005년 2월 14일 M | 0 | 0 | 0 | $0 |
| Timothy J Mcgrath | EVP of Subsidiary | 2004년 8월 26일 A | 0 | 0 | 0 | $0 |
| Janet Foutty | 이사 | 2026년 8월 30일 M | 917 | 0 | 0 | $0 |
| Thomas Reichert | 이사 | 2026년 8월 30일 M | 917 | 0 | 0 | $0 |
| Anthony Ibarguen | 이사 | 2026년 8월 13일 S | 18,188 | 0 | 1 | $-619,320 |
| Girish D Rishi | 이사 | 2026년 5월 21일 M | 13,557 | 0 | 0 | $0 |
| Catherine Courage | 이사 | 2026년 5월 21일 M | 12,956 | 0 | 0 | $0 |
| Linda Marie Breard | 이사 | 2026년 5월 21일 M | 13,131 | 0 | 0 | $0 |
| Bruce Armstrong | 이사 | 2026년 5월 21일 M | 15,163 | 0 | 0 | $0 |
| Richard E Allen | 이사 | 2026년 5월 21일 M | 27,620 | 0 | 0 | $0 |
| Timothy A Crown | 이사 | 2026년 5월 21일 M | 93,160 | 0 | 0 | $0 |
| Kathleen S Pushor | 이사 | 2025년 5월 12일 M | 8,083 | 0 | 0 | $0 |
| Michael M Fisher | 이사 | 2018년 5월 10일 M | 19,968 | 0 | 0 | $0 |
| Bennett Dorrance | 이사 | 2018년 5월 10일 M | 49,352 | 0 | 0 | $0 |
| Robertson C Jones | 이사 | 2017년 5월 15일 M | 6,605 | 0 | 0 | $0 |
| Larry Gunning | 이사 | 2016년 2월 10일 M | 11,891 | 0 | 0 | $0 |
| Robert F Woods | 이사 | 2011년 5월 19일 M | 3,333 | 0 | 0 | $0 |
| David J Robino | 이사 | 2010년 5월 9일 M | 6,001 | 0 | 0 | $0 |
| Eric J Crown | 이사 | 2007년 8월 31일 M | 253,345 | 0 | 0 | $0 |
| Glynis Bryan | · | 2025년 2월 12일 M | 102,519 | 0 | 0 | $0 |
| Kenneth T Lamneck | · | 2022년 1월 3일 S | 71,741 | 0 | 0 | $0 |
| James D Kebert | · | 2006년 6월 30일 D | 14,000 | 0 | 0 | $0 |
| Robert P Moya | · | 2005년 1월 3일 M | 0 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
ETF 보유 현황 54 ETF 보유
가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.
| 펀드 | 비중 | 단위 | 기준일 | 출처 |
|---|---|---|---|---|
| PSCT · Invesco Exchange-Traded Fund Trust … | 1.95% | 64,909 SH | 2026년 10월 2일 | 일간 |
| RZV · Invesco Exchange-Traded Fund Trust | 1.22% | 20,973 SH | 2026년 10월 2일 | 일간 |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.57% | 69,712 SH | 2026년 10월 2일 | 일간 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.39% | 64,091 SH | 2026년 8월 19일 | 일간 |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.31% | 4,590 SH | 2026년 10월 2일 | 일간 |
| NUSC · Nushares ETF Trust | 0.28% | 27,725 NS | 2026년 7월 31일 | N-PORT |
| EBIT · Harbor ETF Trust | 0.26% | 240 NS | 2026년 7월 31일 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.22% | 25,160 SH | 2026년 8월 19일 | 일간 |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.20% | 105,623 SH | 2026년 8월 19일 | 일간 |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 7,371 NS | 2026년 7월 31일 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.15% | 1,035 NS | 2026년 7월 31일 | N-PORT |
| IWM · iShares Trust | 0.15% | 741,803 SH | 2026년 9월 11일 | 일간 |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 7,826 NS | 2026년 7월 31일 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.14% | 27,299 NS | 2026년 7월 31일 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.13% | 14,324 NS | 2026년 7월 31일 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.13% | 1,926 NS | 2026년 7월 31일 | N-PORT |
| RSSL · Global X Funds | 0.12% | 13,786 NS | 2026년 7월 31일 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.11% | 165,762 SH | 2026년 8월 19일 | 일간 |
| PKW · Invesco Exchange-Traded Fund Trust | 0.11% | 10,983 SH | 2026년 10월 2일 | 일간 |
| ESML · iShares Trust | 0.09% | 16,408 SH | 2026년 9월 11일 | 일간 |
| VBR · VANGUARD INDEX FUNDS | 0.08% | 439,858 SH | 2026년 8월 19일 | 일간 |
| VFVA · VANGUARD WELLINGTON FUND | 0.07% | 4,680 SH | 2026년 8월 19일 | 일간 |
| DFAS · Dimensional ETF Trust | 0.07% | 80,845 NS | 2026년 7월 31일 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.06% | 91,175 NS | 2026년 7월 31일 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.05% | 59,229 NS | 2026년 7월 31일 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.05% | 720,334 SH | 2026년 8월 19일 | 일간 |
| DFSV · Dimensional ETF Trust | 0.05% | 31,704 NS | 2026년 7월 31일 | N-PORT |
| WSML · iShares Trust | 0.04% | 1,723 SH | 2026년 9월 11일 | 일간 |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 346,411 SH | 2026년 8월 19일 | 일간 |
| VB · VANGUARD INDEX FUNDS | 0.04% | 692,899 SH | 2026년 8월 19일 | 일간 |
| TILT · FlexShares Trust | 0.04% | 5,994 NS | 2026년 7월 31일 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.03% | 19,621 SH | 2026년 10월 2일 | 일간 |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.03% | 332 NS | 2026년 7월 31일 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.02% | 25,242 NS | 2026년 7월 31일 | N-PORT |
| IGM · iShares Trust | 0.02% | 14,195 SH | 2026년 9월 11일 | 일간 |
| DXUV · Dimensional ETF Trust | 0.02% | 665 NS | 2026년 7월 31일 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 43,538 NS | 2026년 7월 31일 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 958,776 SH | 2026년 8월 19일 | 일간 |
| ESGV · VANGUARD WORLD FUND | 0.01% | 6,346 SH | 2026년 8월 19일 | 일간 |
| DFSU · Dimensional ETF Trust | 0.01% | 1,446 NS | 2026년 7월 31일 | N-PORT |
| ITOT · iShares Trust | 0.01% | 41,326 SH | 2026년 9월 11일 | 일간 |
| IWV · iShares Trust | 0.01% | 7,563 SH | 2026년 9월 11일 | 일간 |
| DFAU · Dimensional ETF Trust | 0.00% | 4,069 NS | 2026년 7월 31일 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 6,113 NS | 2026년 7월 31일 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 22,769 SH | 2026년 8월 19일 | 일간 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,363 SH | 2026년 8월 19일 | 일간 |
| IJR · iShares Trust | · | 1,843,297 SH | 2026년 9월 10일 | 일간 |
| IJS · iShares Trust | · | 269,540 SH | 2026년 9월 8일 | 일간 |
| IWN · iShares Trust | · | 270,835 SH | 2026년 9월 11일 | 일간 |
| XJR · iShares Trust | · | 4,169 SH | 2026년 8월 31일 | 일간 |
| SVAL · iShares Trust | · | 8,333 SH | 2026년 9월 3일 | 일간 |
| ISCB · iShares Trust | · | 1,294 SH | 2026년 9월 11일 | 일간 |
| ISCV · iShares Trust | · | 6,397 SH | 2026년 9월 11일 | 일간 |
| SMLF · iShares Trust | · | 10,412 SH | 2026년 9월 11일 | 일간 |
NSIT 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
12개월 목표 주가
4 명의 애널리스트 · 2026-09-27평균 목표 $163.75 +1.9%
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
회계연도 기준, 각 회사의 마지막 회계연도 말 종가 기준 가격입니다.
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| 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% |
나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목
중요한 지표를 선택하세요. 상단의 전체 기본 정보에서 원하는 행 옆의 +를 클릭하세요.
선택 항목이 저장되어 모든 티커에서 유지됩니다.