ALGN Align Technology, Inc. - Common Stock
O Align Technology, Inc. - Common Stock Przegląd firmy z Wikipedii
Align Technology, Inc. is an American manufacturer of 3D digital scanners and Invisalign clear aligners used in orthodontics and restorative workflow. It was founded in 1997 and is headquartered in Tempe, Arizona. The company manufactures the aligners in Juarez, Mexico, and its scanners in Israel and China. The company is best known for its Invisalign system, which is a clear aligner treatment used to straighten teeth.
Czytaj więcej
Align Technology, Inc. is an American manufacturer of 3D digital scanners and Invisalign clear aligners used in orthodontics and restorative workflow. It was founded in 1997 and is headquartered in Tempe, Arizona. The company manufactures the aligners in Juarez, Mexico, and its scanners in Israel and China. The company is best known for its Invisalign system, which is a clear aligner treatment used to straighten teeth.
Invisalign
Invisalign is a brand of clear aligners manufactured by Align Technology. The clear align system had been used to treat more than 18 million patients by 2017, and 22 million patients by 2026.
Align Technology founder Zia Chishti conceived of the basic design of Invisalign while an adult orthodontics patient. During his treatment with a retainer intended to complete his treatment, he posited that a series of such devices could effect a large final placement in a series of small movements. He partnered with Kelsey Wirth to seek developers.
Invisalign was approved by the Food and Drug Administration in 1998, and sales began in the U.S. in 1999. Orthodontists were resistant to adopting Invisalign at first, in particular because the founders had no orthodontic credentials or expertise, but the product became popular among consumers. The company raised about $140 million in funding over four rounds from 1997 to 2000. In 2000 Align Technology planned a $31 million television advertising campaign that The New York Times said would be "the most aggressive consumer advertising plan the dental profession has ever seen". In 2001, $130 million in additional funding was raised through an initial public offering on NASDAQ. By 2001, 75 percent of the 8,500 orthodontists in North America had been trained on the Invisalign system. That same year, Align Technology made Invisalign available to general dentists following a class-action lawsuit that alleged making the system available only to orthodontists resulted in unfair competition for dentists.
In the early 2000s, Align Technology was spending nearly all of its revenues on marketing and advertising, and losing about $18 million per year. Cofounders Wirth and Chishti resigned from Align Technology in 2001 and 2003 respectively, with Thomas Prescott replacing Chishti as CEO in March 2002. Prescott re-focused the company on North America and cut the marketing budget to about one-third its original size.
The Invisalign system grew from 80,000 patients in 2002 to 175,000 in 2004. It won several awards for stereolithography, medical design and fast growth. Align Technology was profitable for the first time in 2003. In 2005 the company expanded into Japan, and acquired General Orthodontic, an orthodontics firm that supported doctors prescribing the Invisalign system. Later that year, the Harvard School of Dental Medicine began requiring that its orthodontic graduate students complete Invisalign certification before they graduate.
The Invisalign Express 10, which uses 10 aligners, was introduced in 2005. Invisalign 1.5 was released in 2009. It was followed by Invisalign G3 in 2010 and G4 in 2011. Invisalign G3 and G4 were designed for more complex treatments. An Invisalign Express 5 version, which uses 5 aligners, was introduced in 2012. In February 2014, Align Technology released a G5 product designed to treat deep bites.
Support, software engineering, pre-production and administrative functions are done from Align Technology's headquarters in California. The manufacturing of Invisalign aligners is performed in Mexico, and treatment plans are created in Costa Rica. Align Technology also operates separate subsidiaries in Hong Kong and Australia that sell Invisalign in their respective markets. Align Technology provides training and certification to doctors.
In 2007 the Academy of General Dentistry approved Align Technology's Program Approval for Continuing Education (PACE) program. The company also created the AlignTech Institute, which provides educational resources to doctors. In March 2011 Align Technology acquired Cadent System, Inc., a dentist firm, for $190 million.
A major revision to the manufacturing process was started in 2026, a switch from mold-based appliance manufacture to 3D-printing, aimed at reducing the cost and complexity of the manufacturing process through disintermediation.
History
Align Technology was founded in 1997 by Zia Chishti and Kelsey Wirth, classmates at Stanford Graduate School of Business, and began working on the development of a clear aligner. Align received FDA clearance to market the Invisalign system in 1998, and it was first marketed in 2000. Align Technology went public on January 26, 2001, on the Nasdaq Stock Market.
In March 2011 Align acquired the Israeli company Cadent for $190 million; Cadent manufactured intraoral scanners that included 3D imaging, as well as software to display the acquired images and to plan treatment.
Joseph M. Hogan joined Align in June 2015, and is CEO and president.
The company's sales reached $1 billion for the first time in 2016 and its products were being used in about 8% of people who got braces. In 2017 the company was faced with the challenge of the expiration of its patents on its Invisalign system starting in October 2017 and the beginning of generic competition.
In March 2020, Align Technology announced that it has signed a definitive agreement to acquire exocad Global Holdings for approximately $418.7 million.
As of February 2023, Align Technology has assisted over 234,000 doctors and over 14.5 million patients worldwide.
In September 2023, it was announced Align Technology had acquired the Vienna-headquartered 3D printing technology and materials company, Cubicure GmbH.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
ALGN Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
ALGN Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
ALGN Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 7 29,2%
- Kup 10 41,7%
- Trzymaj 6 25,0%
- Sprzedaj 1 4,2%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
15 analityków · 2026-08-21Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $2.64 | $2.66 | -0.02% |
| 31 marca 2026 | $2.58 | $2.33 | 0.25% |
| 31 grudnia 2025 | $3.29 | $3.03 | 0.26% |
| 30 września 2025 | $2.61 | $2.45 | 0.16% |
| 30 czerwca 2025 | $2.49 | $2.62 | -0.13% |
| 31 marca 2025 | $2.13 | $2.02 | 0.11% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| ALGN | $11.14B | 27.6 | 0.90% | 10.2% | 10.3% | 67.2% |
| MDLN | — | -4200.0 | 11.5% | 4.1% | 21.6% | 26.4% |
| SOLV | $13.75B | 8.9 | 0.86% | 18.7% | 35.8% | 53.5% |
| COO | $13.70B | 37.4 | 5.1% | 9.2% | 4.6% | 65.5% |
| LNTH | $4.30B | 19.5 | 0.50% | 15.2% | 20.7% | 61.1% |
| MMED | $3.71B | -10.2 | 14.2% | -10.7% | -9.3% | 54.2% |
| MMSI | $5.24B | 41.4 | 11.8% | 8.5% | 8.4% | 48.7% |
| HAE | $2.45B | 26.4 | -2.0% | 7.3% | 11.8% | 59.0% |
| ICUI | $3.52B | 4755.7 | -6.3% | 0.03% | 0.03% | 36.8% |
| QDEL | $1.99B | -1.8 | -1.9% | -41.4% | -48.0% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.03B | $4.00B | $3.86B | $3.73B | $3.95B | $2.47B | $2.41B | $1.97B | $1.47B | $1.08B | $845M | $762M | |
| Cost of Revenue | $1.32B | $1.20B | $1.16B | $1.10B | $1.02B | $709M | $663M | $519M | $356M | $265M | $205M | $183M | |
| Gross Profit | $2.71B | $2.80B | $2.71B | $2.63B | $2.94B | $1.76B | $1.74B | $1.45B | $1.12B | $815M | $640M | $578M | |
| R&D Expense | $370M | $364M | $347M | $305M | $250M | $175M | $157M | $129M | $98M | $76M | $61M | $53M | |
| SG&A Expense | $1.76B | $1.76B | $1.70B | $1.67B | $1.71B | $1.20B | $1.07B | $852M | · | · | $390M | $332M | |
| Operating Expenses | $2.17B | $2.19B | $2.06B | $1.99B | $1.96B | $1.38B | $1.20B | $981M | $763M | $566M | $451M | $385M | |
| Operating Income | $546M | $608M | $643M | $643M | $976M | $387M | $542M | $467M | $354M | $249M | $189M | $194M | |
| Interest Income | · | · | · | · | · | · | $12M | $9M | $7M | $4M | · | · | |
| Other Non-op | $23M | $-19M | $-19M | $-49M | $33M | $-11M | $8M | $-8M | $4M | $-11M | $-3M | $-3M | |
| Pretax Income | $585M | $609M | $641M | $599M | $1.01B | $379M | $563M | $467M | $365M | $243M | $186M | $190M | |
| Income Tax | $175M | $188M | $196M | $237M | $240M | $-1.40B | $112M | $58M | $130M | $51M | $42M | $45M | |
| Net Income | $410M | $421M | $445M | $362M | $772M | $1.78B | $443M | $400M | $231M | $190M | $144M | $146M | |
| EPS (Basic) | $5.66 | $5.63 | $5.82 | $4.62 | $9.78 | $22.55 | $5.57 | $5.00 | $2.89 | $2.38 | $1.80 | $1.81 | |
| EPS (Diluted) | $5.65 | $5.62 | $5.81 | $4.61 | $9.69 | $22.41 | $5.53 | $4.92 | $2.83 | $2.33 | $1.77 | $1.77 | |
| Shares (Basic) | 72,542,000 | 74,877,000 | 76,426,000 | 78,190,000 | 78,917,000 | 78,760,000 | 79,424,000 | 80,064,000 | 80,085,000 | 79,856,000 | 79,998,000 | 80,754,000 | |
| Shares (Diluted) | 72,588,000 | 74,993,000 | 76,568,000 | 78,420,000 | 79,670,000 | 79,230,000 | 80,100,000 | 81,357,000 | 81,832,000 | 81,484,000 | 81,521,000 | 82,283,000 | |
| EBITDA | $783M | $753M | $786M | $768M | $1.09B | $481M | $621M | $521M | $391M | $273M | $207M | $211M |
Bilans 27
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.09B | $1.04B | $937M | $942M | $1.10B | $961M | $550M | $637M | $450M | $389M | $168M | $200M | |
| Short-term Investments | · | · | · | · | · | · | $318M | $98M | $272M | $251M | $360M | $255M | |
| Receivables | $1.10B | $996M | $903M | $860M | $897M | $658M | $550M | $439M | $324M | $247M | $159M | $130M | |
| Inventory | $226M | $254M | $297M | $339M | $230M | $139M | $112M | $56M | $32M | $27M | $19M | $16M | |
| Prepaid Expense | $166M | $199M | $274M | $226M | $195M | $92M | $102M | $72M | $81M | $38M | $27M | $20M | |
| Other Current Assets | $47M | $82M | $77M | $17M | $31M | $62M | $24M | $7M | · | · | · | · | |
| Current Assets | $2.62B | $2.49B | $2.45B | $2.42B | $2.49B | $1.85B | $1.63B | $1.30B | $1.16B | $953M | $732M | $657M | |
| PP&E (Net) | $1.13B | $1.27B | $1.29B | $1.23B | $1.08B | $735M | $632M | $521M | $349M | $175M | $136M | $90M | |
| PP&E (Gross) | $1.90B | $1.93B | $1.84B | $1.68B | $1.44B | $1.04B | $861M | $693M | $485M | $311M | $255M | $198M | |
| Accum. Depreciation | $767M | $662M | $551M | $450M | $359M | $301M | $230M | $172M | $136M | $136M | $118M | $108M | |
| Goodwill | $492M | $443M | $420M | $408M | $419M | $445M | $64M | $64M | $65M | $61M | $61M | $61M | |
| Intangibles | $94M | $103M | $82M | $96M | $110M | $130M | $12M | $18M | $24M | $21M | $18M | $21M | |
| Other Non-current Assets | $278M | $234M | $129M | $56M | $58M | $35M | $40M | $27M | $44M | $13M | $8M | $8M | |
| Total Assets | $6.23B | $6.21B | $6.08B | $5.95B | $5.94B | $4.83B | $2.50B | $2.05B | $1.78B | $1.40B | $1.16B | $988M | |
| Accounts Payable | $121M | $109M | $113M | $128M | $164M | $142M | $87M | $64M | $37M | $29M | $34M | $23M | |
| Accrued Liabilities | $537M | $598M | $526M | $454M | $607M | $406M | $320M | $235M | $196M | $134M | $108M | $88M | |
| Current Liabilities | $1.92B | $2.04B | $2.07B | $1.93B | $1.92B | $1.33B | $971M | $692M | $500M | $354M | $272M | $202M | |
| Capital Leases | $83M | $88M | $97M | $100M | $103M | $64M | $43M | $0 | · | · | · | · | |
| Other Non-current Liabilities | $114M | $140M | $173M | $196M | $175M | $100M | $37M | $29M | $16M | $1M | $2M | $3M | |
| Total Liabilities | $2.18B | $2.36B | $2.45B | $2.35B | $2.32B | $1.60B | $1.15B | $800M | $630M | $401M | $311M | $235M | |
| Common Stock | $7.0K | $7.0K | $7.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | |
| Paid-in Capital | $1.51B | $1.36B | $1.16B | $1.04B | $999M | $975M | $907M | $878M | $886M | $865M | $822M | $783M | |
| Retained Earnings | $2.46B | $2.48B | $2.45B | $2.57B | $2.62B | $2.22B | $440M | $378M | $267M | $131M | $27M | $-31M | |
| AOCI | $75M | $6M | $21M | $-10M | $4M | $44M | $-688.0K | $-3M | $571.0K | $-938.0K | $-980.0K | $-140.0K | |
| Stockholders' Equity | $4.05B | $3.85B | $3.63B | $3.60B | $3.62B | $3.23B | $1.35B | $1.25B | $1.15B | $999M | $848M | $753M | |
| Liabilities + Equity | $6.23B | $6.21B | $6.08B | $5.95B | $5.94B | $4.83B | $2.50B | $2.05B | $1.78B | $1.40B | $1.16B | $988M | |
| Shares Outstanding | 71,364,000 | 73,849,000 | 75,075,000 | 77,267,000 | 78,710,000 | 78,860,000 | 78,433,000 | 79,778,000 | 80,040,000 | 79,553,000 | 79,500,000 | 80,205,000 |
Przepływy pieniężne 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $237M | $145M | $142M | $126M | $109M | $94M | $79M | $55M | $38M | $24M | $18M | $18M | |
| Stock-based Comp | $186M | $174M | $154M | $133M | $114M | $98M | $88M | $71M | $59M | $54M | $53M | $40M | |
| Deferred Tax | $33M | $26M | $-19M | $-39M | $15M | $-1.49B | $307.0K | $-16M | $18M | $-16M | $-11M | $4M | |
| Amort. of Intangibles | $19M | $19M | $16M | $16M | $17M | $13M | $6M | $6M | $6M | $3M | · | · | |
| Restructuring | · | $37M | $14M | $10M | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-274M | $-28M | $63M | $-13M | $162M | $186M | $137M | $45M | $93M | $-4M | $34M | $-2M | |
| Operating Cash Flow | $593M | $738M | $786M | $569M | $1.17B | $662M | $747M | $555M | $439M | $248M | $238M | $227M | |
| CapEx | $102M | $116M | $178M | $292M | $401M | $155M | $150M | $223M | $196M | $71M | $53M | $24M | |
| Investing Cash Flow | $-112M | $-255M | $-196M | $-213M | $-563M | $-232M | $-350M | $7M | $-251M | $73M | $-166M | $-202M | |
| Stock Issued | $22M | $25M | $27M | $26M | $26M | $20M | $18M | $17M | $14M | $14M | $11M | $18M | |
| Stock Repurchased | $466M | $353M | $592M | $435M | $375M | $0 | $400M | $300M | $104M | $96M | $102M | $98M | |
| Net Stock Activity | $-444M | $-328M | $-566M | $-409M | $-349M | $20M | $-382M | $-283M | $-89M | $-82M | $-90M | $-80M | |
| Financing Cash Flow | $-465M | $-356M | $-598M | $-502M | $-458M | $-31M | $-486M | $-369M | $-136M | $-96M | $-101M | $-66M | |
| Net Change in Cash | $51M | $106M | $-4M | $-158M | $139M | $410M | $-86M | $187M | $57M | $222M | $-32M | $-43M | |
| Taxes Paid | $135M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $491M | $623M | $608M | $277M | $771M | $507M | $598M | $331M | $243M | $177M | $185M | $203M |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 67.2% | 70.0% | 70.1% | 70.5% | 74.3% | 71.3% | 72.5% | 73.6% | 75.8% | 75.5% | 75.7% | 75.9% | |
| Operating Margin | 13.5% | 15.2% | 16.7% | 17.2% | 24.7% | 15.7% | 22.5% | 23.7% | 24.0% | 23.1% | 22.3% | 25.4% | |
| Net Margin | 10.2% | 10.5% | 11.5% | 9.7% | 19.5% | 71.8% | 18.4% | 20.3% | 15.7% | 17.6% | 17.0% | 19.1% | |
| Pretax Margin | 14.5% | 15.2% | 16.6% | 16.0% | 25.6% | 15.3% | 23.4% | 23.7% | 24.8% | 22.5% | 22.0% | 25.0% | |
| EBITDA Margin | 19.4% | 18.8% | 20.3% | 20.6% | 27.5% | 19.4% | 25.8% | 26.5% | 26.6% | 25.3% | 24.4% | 27.8% | |
| ROA | 6.6% | 6.9% | 7.4% | 6.1% | 14.3% | 48.4% | 19.4% | 20.9% | 14.6% | 14.8% | 13.4% | 16.0% | |
| ROE | 10.3% | 10.8% | 12.0% | 9.9% | 21.6% | 56.7% | 33.4% | 32.7% | 21.5% | 20.6% | 18.0% | 21.0% | |
| ROIC | 9.4% | 10.9% | 12.3% | 10.8% | 20.5% | 56.1% | 32.2% | 32.6% | 19.8% | 19.7% | 17.2% | 19.7% |
Płynność i wypłacalność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.2 | 1.2 | 1.3 | 1.3 | 1.4 | 1.7 | 1.9 | 2.3 | 2.7 | 2.7 | 3.3 | |
| Quick Ratio | 1.1 | 1.0 | 0.9 | 0.9 | 1.0 | 1.2 | 1.5 | 1.7 | 2.1 | 2.5 | 2.5 | 2.9 |
Efektywność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.6 | 0.6 | 0.7 | 0.7 | 1.1 | 1.0 | 0.9 | 0.8 | 0.8 | 0.8 | |
| Inventory Turnover | 5.5 | 4.4 | 3.6 | 3.9 | 5.5 | 5.6 | 7.9 | 11.9 | 12.1 | 11.4 | 11.6 | 12.3 | |
| Receivables Turnover | 3.8 | 4.2 | 4.4 | 4.3 | 5.1 | 4.1 | 4.9 | 5.2 | 5.2 | 5.3 | 5.9 | 6.3 |
Stopy Wzrostu 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.90% | 3.5% | 3.4% | -5.5% | 59.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.6% | 0.39% | 16.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 0.53% | -3.3% | 26.0% | -52.4% | -56.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 7.0% | -16.6% | -36.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -24.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -2.6% | -5.3% | 23.1% | -53.2% | -56.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 4.3% | -18.3% | -37.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -25.4% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.03B | $4.00B | $3.86B | $3.73B | $3.95B | $2.47B | $2.41B | $1.97B | $1.47B | $1.08B | $845M | $762M | |
| Net Income TTM | $410M | $421M | $445M | $362M | $772M | $1.78B | $443M | $400M | $231M | $190M | $144M | $146M | |
| Market Cap | $11.14B | $15.40B | $20.57B | $16.30B | $51.73B | $42.14B | $21.89B | $16.71B | $17.78B | $7.65B | $5.24B | $4.48B | |
| P/E | 27.6 | 37.1 | 47.2 | 45.7 | 67.8 | 23.8 | 50.5 | 42.6 | 78.5 | 41.3 | 37.2 | 31.6 | |
| P/S | 2.8 | 3.9 | 5.3 | 4.4 | 13.1 | 17.0 | 9.1 | 8.5 | 12.1 | 7.1 | 6.2 | 5.9 | |
| P/B | 2.8 | 4.0 | 5.7 | 4.5 | 14.3 | 13.0 | 16.3 | 13.3 | 15.5 | 7.7 | 6.2 | 6.0 | |
| P / Tangible Book | 3.2 | 4.7 | 6.6 | 5.3 | 16.7 | 15.8 | · | · | · | · | · | · | |
| P / Cash Flow | 18.8 | 20.9 | 26.2 | 28.7 | 44.1 | 63.6 | 29.3 | 30.1 | 40.6 | 30.9 | 22.0 | 19.8 | |
| P / FCF | 22.7 | 24.7 | 33.8 | 58.9 | 67.1 | 83.1 | 36.6 | 50.4 | 73.2 | 43.2 | 28.4 | 22.1 | |
| Earnings Yield | 3.6% | 2.7% | 2.1% | 2.2% | 1.5% | 4.2% | 2.0% | 2.4% | 1.3% | 2.4% | 2.7% | 3.2% |
Rachunek zysków i strat 16
| Wskaźnik | Trend | 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 | $1.06B | $1.04B | $1.05B | $996M | $1.01B | $979M | $995M | $978M | $1.03B | $997M | $957M | $960M | $1.00B | $943M | $902M | $890M | |
| Cost of Revenue | $299M | $304M | $364M | $356M | $304M | $299M | $298M | $296M | $306M | $300M | $287M | $297M | $289M | $282M | $284M | $271M | |
| Gross Profit | $757M | $737M | $684M | $639M | $708M | $680M | $697M | $682M | $723M | $698M | $670M | $663M | $714M | $661M | $618M | $619M | |
| R&D Expense | $102M | $99M | $83M | $93M | $96M | $97M | $95M | $85M | $92M | $92M | $82M | $89M | $88M | $87M | $84M | $77M | |
| SG&A Expense | $463M | $465M | $442M | $418M | $449M | $448M | $425M | $434M | $452M | $452M | $403M | $408M | $453M | $440M | $410M | $399M | |
| Operating Expenses | $603M | $595M | $528M | $543M | $545M | $549M | $553M | $519M | $576M | $544M | $498M | $497M | $542M | $527M | $505M | $476M | |
| Operating Income | $154M | $142M | $155M | $96M | $163M | $131M | $144M | $162M | $147M | $154M | $172M | $166M | $172M | $134M | $113M | $144M | |
| Other Non-op | $-10M | $3M | $17M | $-5M | $8M | $4M | $-12M | $-371.0K | $-6M | $-141.0K | $-4M | $-10M | $-5M | $-1M | $-100.0K | $-23M | |
| Pretax Income | $149M | $149M | $177M | $95M | $174M | $140M | $141M | $166M | $144M | $158M | $173M | $162M | $172M | $135M | $115M | $123M | |
| Income Tax | $40M | $36M | $41M | $38M | $49M | $47M | $37M | $50M | $47M | $53M | $49M | $41M | $60M | $47M | $74M | $50M | |
| Net Income | $108M | $113M | $136M | $57M | $125M | $93M | $104M | $116M | $97M | $105M | $124M | $121M | $112M | $88M | $42M | $73M | |
| EPS (Basic) | $1.51 | $1.58 | $1.89 | $0.78 | $1.72 | $1.27 | $1.40 | $1.55 | $1.28 | $1.40 | $1.63 | $1.59 | $1.46 | $1.14 | $0.54 | $0.93 | |
| EPS (Diluted) | $1.51 | $1.57 | $1.88 | $0.78 | $1.72 | $1.27 | $1.40 | $1.55 | $1.28 | $1.39 | $1.63 | $1.58 | $1.46 | $1.14 | $0.54 | $0.93 | |
| Shares (Basic) | 71,495,000 | 71,425,000 | -145,962,000 | 72,377,000 | 72,565,000 | 73,562,000 | -150,218,000 | 74,736,000 | 75,184,000 | 75,175,000 | -153,588,000 | 76,569,000 | 76,524,000 | 76,921,000 | -157,040,000 | 78,093,000 | |
| Shares (Diluted) | 71,520,000 | 71,614,000 | -146,039,000 | 72,419,000 | 72,593,000 | 73,615,000 | -150,309,000 | 74,757,000 | 75,223,000 | 75,322,000 | -154,058,000 | 76,826,000 | 76,689,000 | 77,111,000 | -157,555,000 | 78,237,000 | |
| EBITDA | $194M | $199M | · | $152M | $204M | $170M | · | $200M | $183M | $187M | · | $203M | $208M | $169M | · | $176M |
Bilans 26
| Wskaźnik | Trend | 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 | $1.10B | $1.06B | $1.09B | $1.00B | $901M | $873M | $1.04B | $1.04B | $761M | $866M | · | $1.24B | $952M | $832M | · | $1.04B | |
| Receivables | $1.15B | $1.13B | $1.10B | $1.10B | $1.12B | $1.06B | $996M | $1.01B | $1.02B | $951M | · | $904M | $908M | $884M | · | $860M | |
| Inventory | $212M | $215M | $226M | $228M | $244M | $247M | $254M | $254M | $259M | $280M | · | $296M | $313M | $312M | · | $321M | |
| Prepaid Expense | $200M | $216M | $166M | $174M | $187M | $220M | $199M | $291M | $351M | $350M | · | $218M | $237M | $252M | · | $229M | |
| Other Current Assets | $52M | $57M | $47M | $57M | $57M | $83M | $82M | $69M | $71M | $70M | · | $34M | $23M | $23M | · | $47M | |
| Current Assets | $2.66B | $2.66B | $2.62B | $2.53B | $2.45B | $2.40B | $2.49B | $2.60B | $2.41B | $2.48B | · | $2.70B | $2.47B | $2.33B | · | $2.50B | |
| PP&E (Net) | $1.11B | $1.11B | $1.13B | $1.18B | $1.26B | $1.26B | $1.27B | $1.29B | $1.28B | $1.28B | · | $1.27B | $1.28B | $1.26B | · | $1.20B | |
| PP&E (Gross) | · | · | $1.90B | · | · | · | $1.93B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $767M | · | · | · | $662M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $497M | $503M | $492M | $492M | $491M | $458M | $443M | $472M | $454M | $458M | $420M | $404M | $415M | $414M | $408M | $378M | |
| Intangibles | $95M | $101M | $94M | $99M | $103M | $103M | $103M | $116M | $116M | $121M | · | $83M | $89M | $93M | · | $92M | |
| Other Non-current Assets | $453M | $365M | $278M | $254M | $251M | $239M | $234M | $200M | $198M | $122M | · | $132M | $138M | $54M | · | $52M | |
| Total Assets | $6.42B | $6.31B | $6.23B | $6.23B | $6.22B | $6.10B | $6.21B | $6.37B | $6.16B | $6.16B | · | $6.32B | $6.14B | $5.90B | · | $5.91B | |
| Accounts Payable | $110M | $124M | $121M | $126M | $114M | $125M | $109M | $109M | $106M | $117M | · | $100M | $110M | $131M | · | $139M | |
| Accrued Liabilities | $612M | $547M | $537M | $546M | $563M | $546M | $598M | $575M | $555M | $497M | · | $614M | $600M | $497M | · | $384M | |
| Current Liabilities | $1.91B | $1.91B | $1.92B | $1.97B | $2.00B | $1.99B | $2.04B | $2.06B | $2.04B | $2.02B | · | $2.12B | $2.11B | $2.00B | · | $1.81B | |
| Capital Leases | $87M | $83M | $83M | $87M | $90M | $86M | $88M | $96M | $98M | $95M | · | $99M | $105M | $99M | · | $97M | |
| Other Non-current Liabilities | $120M | $108M | $114M | $112M | $117M | $131M | $140M | $150M | $158M | $156M | · | $179M | $181M | $191M | · | $185M | |
| Total Liabilities | $2.19B | $2.16B | $2.18B | $2.28B | $2.31B | $2.31B | $2.36B | $2.42B | $2.40B | $2.40B | · | $2.52B | $2.51B | $2.42B | · | $2.22B | |
| Common Stock | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | · | $8.0K | $8.0K | $8.0K | · | $8.0K | |
| Paid-in Capital | $1.57B | $1.53B | $1.51B | $1.48B | $1.43B | $1.39B | $1.36B | $1.34B | $1.28B | $1.24B | · | $1.19B | $1.14B | $1.10B | · | $1.06B | |
| Retained Earnings | $2.60B | $2.55B | $2.46B | $2.42B | $2.43B | $2.39B | $2.48B | $2.57B | $2.46B | $2.50B | · | $2.61B | $2.49B | $2.37B | · | $2.67B | |
| AOCI | $67M | $70M | $75M | $65M | $61M | $18M | $6M | $36M | $25M | $18M | · | $2M | $11M | $2M | · | $-41M | |
| Stockholders' Equity | $4.23B | $4.15B | $4.05B | $3.96B | $3.91B | $3.79B | $3.85B | $3.94B | $3.76B | $3.76B | $3.63B | $3.80B | $3.64B | $3.48B | $3.60B | $3.69B | |
| Liabilities + Equity | $6.42B | $6.31B | $6.23B | $6.23B | $6.22B | $6.10B | $6.21B | $6.37B | $6.16B | $6.16B | · | $6.32B | $6.14B | $5.90B | · | $5.91B | |
| Shares Outstanding | 71,245,000 | 71,617,000 | 71,364,000 | 72,040,000 | 72,486,000 | 73,057,000 | 73,849,000 | 74,757,000 | 74,696,000 | 75,281,000 | · | 76,588,000 | 76,532,000 | 76,516,000 | · | 78,111,000 |
Przepływy pieniężne 15
| Wskaźnik | Trend | 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 | $40M | $57M | $102M | $56M | $41M | $39M | $38M | $38M | $36M | $33M | $34M | $37M | $36M | $36M | $34M | $32M | |
| Stock-based Comp | $46M | $41M | $44M | $48M | $48M | $45M | $39M | $49M | $47M | $39M | $39M | $40M | $38M | $38M | $35M | $33M | |
| Deferred Tax | $-9M | $41M | $42M | $-9M | $-34M | $34M | $8M | $8M | $-9M | $18M | $4M | $14M | $-18M | $-18M | $-46M | $-8M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Restructuring | · | · | · | $32M | $-100.0K | $2M | $37M | $0 | $-357.0K | $14M | $14M | · | $100.0K | $10M | $10M | · | |
| Other Non-cash | · | $-100M | · | · | · | $-158M | · | · | · | $-166M | · | · | · | $57M | · | · | |
| Operating Cash Flow | $193M | $151M | $223M | $189M | $129M | $53M | $286M | $264M | $160M | $29M | $47M | $287M | $252M | $200M | $145M | $266M | |
| CapEx | $36M | $31M | $36M | $20M | $21M | $25M | $23M | $30M | $53M | $9M | $33M | $22M | $59M | $64M | $53M | $75M | |
| Investing Cash Flow | $-82M | $-132M | $-36M | $-20M | $-31M | $-25M | $-54M | $-9M | $-112M | $-80M | $-13M | $-4M | $-125M | $-53M | $-56M | $-85M | |
| Stock Issued | $0 | $12M | $0 | $8M | $0 | $14M | $0 | $11M | $0 | $14M | $0 | $12M | $0 | $14M | $0 | $11M | |
| Stock Repurchased | $67M | $31M | $97M | $72M | $96M | $201M | $203M | $0 | $150M | $0 | $300M | $0 | $0 | $292M | $160M | $0 | |
| Net Stock Activity | · | $-19M | · | · | · | $-187M | · | · | · | $14M | · | · | · | $-278M | · | · | |
| Financing Cash Flow | $-67M | $-48M | $-97M | $-64M | $-96M | $-207M | $-203M | $11M | $-152M | $-12M | $-350M | $12M | $-931.0K | $-259M | $-200M | $11M | |
| Net Change in Cash | $43M | $-35M | $90M | $103M | $28M | $-171M | $2M | $281M | $-104M | $-72M | $-301M | $287M | $120M | $-110M | $-102M | $167M | |
| Free Cash Flow | · | $120M | · | · | · | $27M | · | · | · | $19M | · | · | · | $136M | · | · |
Rentowność 8
| Wskaźnik | Trend | 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 | 71.7% | 70.8% | · | 64.2% | 69.9% | 69.5% | · | 69.7% | 70.3% | 70.0% | · | 69.1% | 71.2% | 70.0% | · | 69.5% | |
| Operating Margin | 14.6% | 13.7% | · | 9.7% | 16.1% | 13.4% | · | 16.6% | 14.3% | 15.4% | · | 17.3% | 17.2% | 14.2% | · | 16.1% | |
| Net Margin | 10.2% | 10.8% | · | 5.7% | 12.3% | 9.5% | · | 11.9% | 9.4% | 10.5% | · | 12.7% | 11.2% | 9.3% | · | 8.2% | |
| Pretax Margin | 14.1% | 14.3% | · | 9.5% | 17.1% | 14.3% | · | 17.0% | 14.0% | 15.9% | · | 16.9% | 17.1% | 14.3% | · | 13.8% | |
| EBITDA Margin | 18.4% | 19.1% | · | 15.3% | 20.1% | 17.4% | · | 20.5% | 17.8% | 18.8% | · | 21.2% | 20.7% | 17.9% | · | 19.8% | |
| ROA | 1.7% | 1.8% | · | 0.90% | 2.0% | 1.5% | · | 1.8% | 1.6% | 1.7% | · | 2.0% | 1.9% | 1.5% | · | 1.3% | |
| ROE | 2.7% | 2.8% | · | 1.4% | 3.2% | 2.5% | · | 3.0% | 2.6% | 2.9% | · | 3.2% | 3.1% | 2.5% | · | 2.0% | |
| ROIC | 2.6% | 2.6% | · | 1.5% | 3.0% | 2.3% | · | 2.9% | 2.6% | 2.7% | · | 3.3% | 3.1% | 2.5% | · | 2.3% |
Płynność i wypłacalność 2
| Wskaźnik | Trend | 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 | 1.4 | 1.4 | · | 1.3 | 1.2 | 1.2 | · | 1.3 | 1.2 | 1.2 | · | 1.3 | 1.2 | 1.2 | · | 1.4 | |
| Quick Ratio | 1.2 | 1.1 | · | 1.1 | 1.0 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 1.0 | 0.9 | 0.9 | · | 1.1 |
Efektywność 3
| Wskaźnik | Trend | 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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 1.3 | 1.3 | · | 1.5 | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.0 | · | 1.0 | 0.9 | 1.0 | · | 1.0 | |
| Receivables Turnover | 0.9 | 1.0 | · | 0.9 | 0.9 | 1.0 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.0 | · | 1.0 |
Wycena (TTM) 10
| Wskaźnik | Trend | 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 | $4.10B | $4.03B | · | $3.97B | $4.00B | $3.98B | · | $3.96B | $3.99B | $3.90B | · | $3.80B | $3.81B | $3.78B | · | $3.85B | |
| Net Income TTM | $402M | $387M | · | $391M | $430M | $411M | · | $439M | $435M | $426M | · | $394M | $385M | $408M | · | $501M | |
| Market Cap | $12.02B | $12.28B | · | $9.02B | $13.72B | $11.61B | · | $19.01B | $18.03B | $24.69B | · | $23.38B | $27.06B | $25.57B | · | $16.18B | |
| P/E | 30.2 | 32.1 | · | 23.5 | 32.5 | 28.9 | · | 43.8 | 42.3 | 58.9 | · | 59.7 | 71.2 | 64.1 | · | 32.6 | |
| P/S | 2.9 | 3.0 | · | 2.3 | 3.4 | 2.9 | · | 4.8 | 4.5 | 6.3 | · | 6.2 | 7.1 | 6.8 | · | 4.2 | |
| P/B | 2.8 | 3.0 | · | 2.3 | 3.5 | 3.1 | · | 4.8 | 4.8 | 6.6 | · | 6.2 | 7.4 | 7.3 | · | 4.4 | |
| P / Tangible Book | 3.3 | 3.5 | · | 2.7 | 4.1 | 3.6 | · | 5.7 | 5.7 | 7.8 | · | 7.1 | 8.6 | 8.6 | · | 5.0 | |
| P / Cash Flow | · | 81.3 | · | · | · | 220.3 | · | · | · | 861.2 | · | · | · | 127.9 | · | · | |
| P / FCF | · | 102.1 | · | · | · | 423.8 | · | · | · | 1279.4 | · | · | · | 188.3 | · | · | |
| Earnings Yield | 3.3% | 3.1% | · | 4.2% | 3.1% | 3.5% | · | 2.3% | 2.4% | 1.7% | · | 1.7% | 1.4% | 1.6% | · | 3.1% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $4.03B | $4.00B | $3.86B | $3.73B | $3.95B |
| Marża Brutto % | 67.2% | 70.0% | 70.1% | 70.5% | 74.3% |
| Marża Operacyjna % | 13.5% | 15.2% | 16.7% | 17.2% | 24.7% |
| Zysk netto | $410M | $421M | $445M | $362M | $772M |
| Rozwodniony EPS | $5.65 | $5.62 | $5.81 | $4.61 | $9.69 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 1.4 | 1.2 | 1.2 | 1.3 | 1.3 |
| Wskaźnik Szybkości | 1.1 | 1.0 | 0.9 | 0.9 | 1.0 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $491M | $623M | $608M | $277M | $771M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Właściciele instytucjonalni (13F) 759 emitentów · $8.6B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 71 (-71 vs poprzedni kw.) | 81 (-1 vs poprzedni kw.) | 215 (-29 vs poprzedni kw.) | 278 (+47 vs poprzedni kw.) | -269K |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $742 325 451 | 4 401 313 | 8,60% | Akcje |
| Capital International Investors | $682 324 318 | 4 045 561 | 7,91% | Akcje |
| Capital World Investors | $577 219 454 | 3 422 385 | 6,69% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $528 203 316 | 3 131 764 | 6,12% | Akcje |
| FMR LLC | $507 171 414 | 3 007 064 | 5,88% | Akcje |
| STATE STREET CORP | $431 518 634 | 2 558 512 | 5,00% | Akcje |
| Ninety One UK Ltd | $372 703 280 | 2 209 791 | 4,32% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $341 313 135 | 2 026 888 | 3,96% | Akcje |
| GOLDMAN SACHS GROUP INC | $277 319 312 | 1 644 251 | 3,21% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $216 602 941 | 1 284 258 | 2,51% | Akcje |
| Ruane, Cunniff & Goldfarb L.P. | $197 577 600 | 1 171 455 | 2,29% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $180 736 225 | 1 071 601 | 2,09% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $180 291 468 | 1 068 964 | 2,09% | Akcje |
| NORGES BANK | $152 573 715 | 904 623 | 1,77% | Akcje |
| DISCIPLINED GROWTH INVESTORS INC /MN | $132 090 801 | 783 178 | 1,53% | Akcje |
| Senvest Management, LLC | $125 709 888 | 745 345 | 1,46% | Akcje |
| Swedbank AB | $111 012 012 | 658 200 | 1,29% | Akcje |
| Assenagon Asset Management S.A. | $106 450 265 | 631 153 | 1,23% | Akcje |
| BARCLAYS PLC | $96 557 344 | 572 497 | 1,12% | Akcje |
| Bares Capital Management, Inc. | $76 349 389 | 609 722 | 0,88% | Akcje |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $76 310 048 | 452 449 | 0,88% | Akcje |
| DAVENPORT & Co LLC | $64 891 092 | 384 745 | 0,75% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $63 304 170 | 375 336 | 0,73% | Akcje |
| JENNISON ASSOCIATES LLC | $59 641 380 | 353 619 | 0,69% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $59 357 000 | 351 934 | 0,69% | Akcje |
| Carmignac Gestion | $53 495 676 | 316 832 | 0,62% | Akcje |
| Resona Asset Management Co.,Ltd. | $49 583 874 | 291 177 | 0,57% | Akcje |
| KEYBANK NATIONAL ASSOCIATION/OH | $47 572 414 | 282 061 | 0,55% | Akcje |
| CITADEL ADVISORS LLC | $47 290 577 | 280 390 | 0,55% | Akcje |
| Nearwater Capital Markets, Ltd | $45 200 880 | 268 000 | 0,52% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $44 553 900 | 264 164 | 0,52% | Akcje |
| ING GROEP NV | $39 329 657 | 233 189 | 0,46% | Akcje |
| NOMURA HOLDINGS INC | $38 158 482 | 226 245 | 0,44% | Akcje |
| Woodline Partners LP | $38 112 269 | 225 971 | 0,44% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $36 031 329 | 210 181 | 0,42% | Akcje |
| FACTORY MUTUAL INSURANCE CO | $35 574 273 | 210 923 | 0,41% | Akcje |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $32 761 024 | 194 243 | 0,38% | Akcje |
| Gotham Asset Management, LLC | $31 363 002 | 185 954 | 0,36% | Akcje |
| ARMISTICE CAPITAL, LLC | $30 407 037 | 180 286 | 0,35% | Akcje |
| Allianz Asset Management GmbH | $28 912 541 | 171 425 | 0,34% | Akcje |
| D. E. Shaw & Co., Inc. | $28 865 147 | 171 144 | 0,33% | Akcje |
| Ninety One North America, Inc. | $28 008 189 | 166 063 | 0,32% | Akcje |
| BANK OF AMERICA CORP /DE/ | $27 510 976 | 163 115 | 0,32% | Akcje |
| BlackRock, Inc. | $27 337 087 | 162 084 | 0,32% | Akcje |
| Quantinno Capital Management LP | $27 329 164 | 162 037 | 0,32% | Akcje |
| Marathon Asset Management Ltd | $26 471 781 | 156 954 | 0,31% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $24 467 169 | 145 068 | 0,28% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $23 836 043 | 141 326 | 0,28% | Akcje |
| Vanguard Global Advisers, LLC | $23 785 614 | 141 027 | 0,28% | Akcje |
| OFI INVEST ASSET MANAGEMENT | $23 739 563 | 160 924 | 0,28% | Akcje |
| Bellevue Group AG | $23 558 429 | 139 680 | 0,27% | Akcje |
| Artisan Partners Limited Partnership | $23 499 904 | 139 333 | 0,27% | Akcje |
| Swiss National Bank | $23 022 090 | 136 500 | 0,27% | Akcje |
| VANGUARD GROUP INC | $22 911 421 | 146 727 | 0,27% | Akcje |
| RHUMBLINE ADVISERS | $21 840 522 | 129 495 | 0,25% | Akcje |
| Baird Financial Group, Inc. | $21 646 162 | 128 342 | 0,25% | Akcje |
| Caisse de depot et placement du Quebec | $21 621 706 | 128 197 | 0,25% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $21 579 467 | 127 586 | 0,25% | Akcje |
| CITADEL ADVISORS LLC | $21 369 222 | 126 700 | 0,25% | Opcja sprzedaży |
| COUNTRY TRUST BANK | $21 198 538 | 125 688 | 0,25% | Akcje |
| CIBC WORLD MARKETS CORP | $20 921 914 | 133 986 | 0,24% | Akcje |
| California Public Employees Retirement System | $20 264 330 | 120 149 | 0,23% | Akcje |
| ALGERT GLOBAL LLC | $19 808 442 | 117 446 | 0,23% | Akcje |
| Driehaus Capital Management LLC | $19 438 908 | 115 255 | 0,23% | Akcje |
| Engineers Gate Manager LP | $19 054 026 | 112 973 | 0,22% | Akcje |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $18 372 640 | 108 933 | 0,21% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $18 321 474 | 108 632 | 0,21% | Akcje |
| Vident Advisory, LLC | $18 313 609 | 108 583 | 0,21% | Akcje |
| CAPITAL INTERNATIONAL SARL | $18 190 824 | 107 855 | 0,21% | Akcje |
| CWM, LLC | $17 742 314 | 103 496 | 0,21% | Akcje |
| MACQUARIE GROUP LTD | $17 312 949 | 102 650 | 0,20% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $15 744 242 | 93 349 | 0,18% | Akcje |
| CITADEL ADVISORS LLC | $14 825 214 | 87 900 | 0,17% | Opcja kupna |
| Mitsubishi UFJ Asset Management Co., Ltd. | $14 364 098 | 85 166 | 0,17% | Akcje |
| WOLVERINE TRADING, LLC | $14 153 440 | 112 000 | 0,16% | Opcja sprzedaży |
| Bridgewater Associates, LP | $13 897 584 | 82 400 | 0,16% | Akcje |
| INVESTMENT HOUSE LLC | $13 628 065 | 80 802 | 0,16% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13 593 199 | 79 293 | 0,16% | Akcje |
| Distillate Capital Partners LLC | $13 418 084 | 79 557 | 0,16% | Akcje |
| UBS Group AG | $13 294 625 | 78 825 | 0,15% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $13 007 228 | 77 121 | 0,15% | Akcje |
| WELLS FARGO & COMPANY/MN | $12 769 417 | 75 711 | 0,15% | Akcje |
| JANE STREET GROUP, LLC | $11 553 210 | 68 500 | 0,13% | Opcja sprzedaży |
| Simplify Asset Management Inc. | $11 274 415 | 66 847 | 0,13% | Akcje |
| Burgundy Asset Management Ltd. | $11 161 605 | 78 625 | 0,13% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11 118 911 | 65 925 | 0,13% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $10 975 044 | 65 072 | 0,13% | Akcje |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $10 830 337 | 64 214 | 0,13% | Akcje |
| CAMBIAR INVESTORS LLC | $10 799 637 | 64 032 | 0,13% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $10 755 111 | 63 768 | 0,12% | Akcje |
| Rhenman & Partners Asset Management AB | $10 625 580 | 63 000 | 0,12% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10 594 378 | 62 815 | 0,12% | Akcje |
| FIRST TRUST ADVISORS LP | $10 397 932 | 61 651 | 0,12% | Akcje |
| WOLVERINE TRADING, LLC | $10 374 977 | 82 100 | 0,12% | Opcja kupna |
| OSSIAM | $10 309 511 | 61 126 | 0,12% | Akcje |
| AMERIPRISE FINANCIAL INC | $9 970 168 | 59 114 | 0,12% | Akcje |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $9 773 004 | 57 945 | 0,11% | Akcje |
| Applied Fundamental Research, LLC | $9 765 920 | 57 903 | 0,11% | Akcje |
| CAPITAL INTERNATIONAL LTD /CA/ | $9 385 760 | 55 649 | 0,11% | Akcje |
| Capital International, Inc./CA/ | $9 360 967 | 55 502 | 0,11% | Akcje |
Insiderzy spółki 64 insiderów · 23 dyrektorzy generalni · 16 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Joseph M Hogan | President and CEO | 20 lutego 2026 M | 209 270 | 0 | 0 | $0 |
| John Morici | EVP, CHIEF FINANCIAL OFFICER | 20 lutego 2026 M | 13 536 | 0 | 1 | $-1 508 611 |
| Kenneth Arola | VP, Finance and CFO | 20 lutego 2013 C | 31 682 | 0 | 0 | $0 |
| Julie Ann Coletti | EVP, CHIEF LEGAL & REGULATORY | 20 lutego 2026 M | 11 445 | 0 | 0 | $0 |
| Stuart A Hockridge | EVP, GLOBAL HR | 20 lutego 2026 M | 14 892 | 0 | 0 | $0 |
| Emory Wright | EVP, GLOBAL OPERATIONS | 20 lutego 2024 A | 8 294 | 0 | 0 | $0 |
| Jennifer Olson | SVP & Mng Dir Cust Service | 6 listopada 2020 G | 2 277 | 0 | 0 | $0 |
| Yuval Shaked | SVP & Mng Dir. Itero | 4 listopada 2020 S | 636 | 0 | 0 | $0 |
| Zelko Relic | SVp, R&D and CTO | 4 listopada 2020 S | 13 716 | 0 | 0 | $0 |
| Markus Christof Sebstian | SVP & Mng Dir EMEA | 20 października 2020 M | 613 | 0 | 0 | $0 |
| Simon Beard | SVP and Mgng Director, EMEA | 27 sierpnia 2020 S | 17 670 | 0 | 0 | $0 |
| Vamsi Mohan Raj Pudipeddi | SVP, Chief Marketing Officer | 18 maja 2020 S | 0 | 0 | 0 | $0 |
| Sreelakshmi Kolli | SVP & Mng Dir Info Tech | 20 lutego 2020 M | 13 409 | 0 | 0 | $0 |
| Julie Tay | SVP & Mng Dir. Asia Pacific | 8 maja 2019 S | 17 746 | 0 | 0 | $0 |
| Raphael Pascaud | CMO & Bus. Dev | 20 lutego 2019 A | 39 092 | 0 | 0 | $0 |
| Christopher C. Puco | VP, No. American Sales | 30 listopada 2018 S | 0 | 0 | 0 | $0 |
| Timothy A Mack | VP, Bus Dev | 20 lutego 2016 M | 0 | 0 | 0 | $0 |
| Jennifer Erfurth | VP, Global HR | 20 lutego 2016 A | 10 760 | 0 | 0 | $0 |
| John Patrick Graham | VP, Mktg & CMO | 20 lutego 2015 A | 1 139 | 0 | 0 | $0 |
| Richard M.L. Twomey | VP International | 30 października 2013 M | 4 272 | 0 | 0 | $0 |
| Dana Cambra | VP, R&D | 18 czerwca 2012 C | 4 398 | 0 | 0 | $0 |
| Sheila K Tan | VP Marketing & CMO | 17 listopada 2011 C | 19 523 | 0 | 0 | $0 |
| Afsaneh Azadeh | Chief Information Officer | 20 lutego 2008 A | — | 0 | 0 | $0 |
| Anne Myong | Dyrektor | 20 maja 2026 A | 9 830 | 0 | 0 | $0 |
| Mojdeh Poul | Dyrektor | 20 maja 2026 A | 3 553 | 0 | 0 | $0 |
| Kevin J Dallas | Dyrektor | 20 maja 2026 A | 16 168 | 0 | 0 | $0 |
| Britt J. Vitalone | Dyrektor | 20 maja 2026 A | 1 443 | 0 | 0 | $0 |
| Andrea Lynn Saia | Dyrektor | 20 maja 2026 A | 17 318 | 0 | 0 | $0 |
| Kevin T Conroy | Dyrektor | 20 maja 2026 A | 3 553 | 0 | 0 | $0 |
| Susan E Siegel | Dyrektor | 20 maja 2026 A | 10 723 | 0 | 0 | $0 |
| Joseph Lacob | Dyrektor | 20 maja 2026 A | 135 916 | 0 | 0 | $0 |
| MORROW GEORGE J | Dyrektor | 20 maja 2026 M | 5 036 | 0 | 0 | $0 |
| Raymond C Larkin JR | Dyrektor | 20 maja 2026 A | 27 454 | 0 | 0 | $0 |
| Warren S Thaler | Dyrektor | 17 maja 2023 M | 31 780 | 0 | 0 | $0 |
| Greg J Santora | Dyrektor | 17 maja 2023 M | 11 987 | 0 | 0 | $0 |
| Thomas M Prescott | Dyrektor | 19 maja 2021 M | 54 129 | 0 | 0 | $0 |
| David E Collins | Dyrektor | 15 maja 2014 C | 25 900 | 0 | 0 | $0 |
| Brian H Dovey | Dyrektor | 19 maja 2004 A | 0 | 0 | 0 | $0 |
| DANAHER CORP /DE/ | Posiadacz 10% | 13 listopada 2013 S | 3 837 132 | 0 | 0 | $0 |
| KLEINER PERKINS CAUFIELD & BYERS VIII LP | Posiadacz 10% | 10 listopada 2004 J | 1 492 421 | 0 | 0 | $0 |
| Roger E George | — | 14 maja 2019 S | 11 773 | 0 | 0 | $0 |
| David L White | — | 18 listopada 2016 G | 5 913 | 0 | 0 | $0 |
| David C Nagel | — | 13 maja 2016 M | 30 200 | 0 | 0 | $0 |
| Len Hedge | — | 20 lutego 2013 C | 55 861 | 0 | 0 | $0 |
| Dan Scott Ellis | — | 19 listopada 2012 M | 3 552 | 0 | 0 | $0 |
| Gil Laks | — | 24 lutego 2010 C | 9 773 | 0 | 0 | $0 |
| Sonia Clark | — | 25 września 2008 C | 1 806 | 0 | 0 | $0 |
| Darrell Zoromski | — | 20 sierpnia 2008 C | 1 647 | 0 | 0 | $0 |
| Kent H Bowen | — | 15 maja 2008 C | 84 500 | 0 | 0 | $0 |
| Hossein Arjomand | — | 26 listopada 2007 C | 617 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 2 akcje
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Danaher Corporation ×3 zgłoszenia | 14 listopada 2013 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| 1. Danaher Corporation | 22 lutego 2011 | — | Pierwotne zgłoszenie | Inwestycja pasywna | 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.
Posiadanie ETF-ów Posiadane przez 132 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| KMID · Virtus ETF Trust II | 3,51% | 8 765 NS | 30 kwietnia 2026 | N-PORT |
| EKG · First Trust Exchange-Traded Fund II | 3,39% | 566 NS | 30 czerwca 2026 | N-PORT |
| MDEV · First Trust Exchange-Traded Fund VI | 2,00% | 227 NS | 30 czerwca 2026 | N-PORT |
| PRNT · ARK ETF Trust | 1,54% | 5 264 NS | 30 kwietnia 2026 | N-PORT |
| RSPH · Invesco Exchange-Traded Fund Trust | 1,35% | 69 662 SH | 21 sierpnia 2026 | Dziennie |
| CGMM · Capital Group Equity ETF Trust I | 1,15% | 184 164 NS | 31 maja 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,97% | 1 896 NS | 31 maja 2026 | N-PORT |
| DTEC · ALPS ETF Trust | 0,94% | 3 983 NS | 31 maja 2026 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 0,89% | 44 152 NS | 30 kwietnia 2026 | N-PORT |
| SPHB · Invesco Exchange-Traded Fund Trust … | 0,81% | 54 035 SH | 21 sierpnia 2026 | Dziennie |
| FMED · Fidelity Covington Trust | 0,80% | 1 863 NS | 31 maja 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0,70% | 3 836 NS | 31 maja 2026 | N-PORT |
| JDOC · J.P. Morgan Exchange-Traded Fund Tr… | 0,69% | 437 NS | 30 kwietnia 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,64% | 555 NS | 30 kwietnia 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,61% | 1 118 NS | 31 maja 2026 | N-PORT |
| TOLL · Tema ETF Trust | 0,53% | 1 490 NS | 31 maja 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,51% | 4 715 NS | 31 maja 2026 | N-PORT |
| QQQS · Invesco Exchange-Traded Fund Trust … | 0,45% | 641 SH | 21 sierpnia 2026 | Dziennie |
| HIBL · Direxion Shares ETF Trust | 0,41% | 1 857 NS | 30 kwietnia 2026 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0,33% | 2 284 NS | 31 maja 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,31% | 11 052 NS | 30 kwietnia 2026 | N-PORT |
| FLCG · Federated Hermes ETF Trust | 0,28% | 9 165 NS | 31 maja 2026 | N-PORT |
| ITAN · EA Series Trust | 0,27% | 1 357 NS | 29 maja 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 28 776 NS | 30 kwietnia 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,25% | 3 013 NS | 31 maja 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,24% | 990 688 SH | 19 sierpnia 2026 | Dziennie |
| SCHM · SCHWAB STRATEGIC TRUST | 0,22% | 180 299 NS | 31 maja 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,21% | 160 183 NS | 30 kwietnia 2026 | N-PORT |
| ISCV · iShares Trust | 0,20% | 8 595 SH | 21 sierpnia 2026 | Dziennie |
| FHLC · FIDELITY COVINGTON TRUST | 0,19% | 31 438 NS | 30 kwietnia 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,18% | 1 095 265 SH | 21 sierpnia 2026 | Dziennie |
| REVS · Columbia ETF Trust I | 0,17% | 2 817 NS | 30 kwietnia 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0,17% | 843 NS | 31 maja 2026 | N-PORT |
| ISCB · iShares Trust | 0,17% | 3 112 SH | 21 sierpnia 2026 | Dziennie |
| VHT · VANGUARD WORLD FUND | 0,17% | 204 512 SH | 19 sierpnia 2026 | Dziennie |
| CURE · Direxion Shares ETF Trust | 0,17% | 1 330 NS | 30 kwietnia 2026 | N-PORT |
| RXL · ProShares Trust | 0,17% | 696 NS | 31 maja 2026 | N-PORT |
| IYH · iShares Trust | 0,16% | 39 898 SH | 21 sierpnia 2026 | Dziennie |
| ISCG · iShares Trust | 0,15% | 9 641 SH | 21 sierpnia 2026 | Dziennie |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,15% | 3 453 NS | 31 maja 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,14% | 1 770 NS | 30 kwietnia 2026 | N-PORT |
| ESML · iShares Trust | 0,14% | 25 645 SH | 21 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,14% | 1 560 504 SH | 19 sierpnia 2026 | Dziennie |
| VFQY · VANGUARD WELLINGTON FUND | 0,14% | 4 009 SH | 19 sierpnia 2026 | Dziennie |
| IXJ · iShares Trust | 0,13% | 34 914 SH | 21 sierpnia 2026 | Dziennie |
| CVMC · Morgan Stanley ETF Trust | 0,12% | 724 NS | 30 czerwca 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,11% | 90 473 NS | 30 kwietnia 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,11% | 2 202 NS | 31 maja 2026 | N-PORT |
| SFGV · EA Series Trust | 0,11% | 7 134 NS | 29 maja 2026 | N-PORT |
| IWS · iShares Trust | 0,10% | 100 953 SH | 21 sierpnia 2026 | Dziennie |