ANET Arista Networks, Inc. Common Stock
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| Data ex-dywidendy | Podział | Typ |
|---|---|---|
| 4 grudnia 2024 | 4-for-1 | Naprzód |
| 18 listopada 2021 | 4-for-1 | Naprzód |
O Arista Networks, Inc. Common Stock Przegląd firmy z Wikipedii
Arista Networks, Inc. is an American provider of client to cloud networking services for large data center/AI, campus and routing environments.
Corporate history
Arista Networks was founded and incorporated in 2008, evolving from its roots in Arastra, established in 2004. Arista went public as ANET in 2014 and entered the S&P 100 in 2026 and was recognized on the 2026 Fortune 500 list of the largest United States corporations by revenue. It provides cloud and AI high performance networking. Members of Arista’s leadership team have experience in networking and innovation.
In June 2014, Arista Networks had its initial public offering on the New York Stock Exchange under the symbol ANET.
In December 2014, Cisco filed two lawsuits against Arista alleging intellectual property infringement., and the United States International Trade Commission issued limited exclusion and cease-and-desist orders concerning two of the features patented by Cisco and upheld an import ban on infringing products. In 2016, on appeal, the ban was reversed following product changes and two overturned Cisco patents, and Cisco's claim was dismissed. In August 2018, Arista agreed to pay Cisco US$400 million as part of a settlement that included a release for all claims of infringement by Cisco, dismissal of Arista's antitrust claims against Cisco, and a 5-year stand-down between the companies.
In August 2018, Arista Networks acquired Mojo Networks. In September 2018, Arista Networks acquired Metamako and integrated its low-latency product line as the 7130 series. In February 2020, Arista acquired Big Switch Networks. In October 2020, Arista acquired Awake Security.
Arista's CEO, Jayshree Ullal, was named to Barron's list of World's Best CEOs in 2018 and 2019.
In August 2022, Arista Networks acquired Pluribus Networks, a unified cloud network company, for an undisclosed sum.
In July 2025, Arista expanded its AI-driven campus and branch networking offerings and acquired the VeloCloud SD-WAN portfolio from Broadcom. This combination of innovations has the potential to bring operational ease through zero touch operations, proactive monitoring, and automated troubleshooting across the broad set of client-to-cloud networking domains.
Jayshree Ullal was named on the Fortune Most Powerful Women 2026 list.
Products
Extensible Operating System
Arista Extensible Operating System (EOS) is a network operating system with a feature set optimized for data center, campus and routing network use-cases across Cloud, AI, Enterprise, and Service Provider environments. Built on modern cloud operations principles, EOS operates as a single software base across Arista’s entire hardware portfolio, while also supporting virtualized (vEOS) and containerized (cEOS) deployments.
Core Architecture and State-Sharing Model
EOS is a networking stack built on an unmodified Linux kernel. Its design philosophy is a multi-process state-sharing architecture that completely separates state information from operational processes, unlike legacy operating systems that rely on monolithic kernels with fate-sharing code paths.
Protocol processing, security functions, and hardware drivers run entirely in the user address space as independent processes called agents. The center of this architecture is an in-memory database, SysDB, that governs system state via a streamlined publish/subscribe model:
State Decoupling: Agents never communicate directly with one another. Instead, they publish state changes to the central database, which automatically streams asynchronous notifications to any agents subscribed to those specific state types.
Software Fault Containment: Because services are strictly isolated in user space, a software defect or crash in one agent does not trigger a full system failure.
Stateful Restarts: If an agent restarts, it instantly re-subscribes to the central database and picks up exactly where it left off, achieving sub-50ms fault recovery and fast network convergence without rebuilding its state from scratch.
High Availability and Hitless Upgrades
Built explicitly for mission-critical production environments, EOS delivers high availability through its design:
Hitless Software Patches: Operators can apply hotfixes, often for security vulnerability patches, to an individual process level in real-time. The targeted agent restarts cleanly without impacting other system processes or disturbing the underlying data forwarding plane.
Smart System Upgrades (SSU): EOS supports hitless full-image upgrades. By leveraging accelerated software restarts, EOS upgrades the entire operating system image while maintaining continuous packet forwarding, helping to eliminate the need for planned downtime.
Evolution to Network-Wide State: Sysdb and NetDL
Device-level state sharing has historically been governed by SysDB, Arista's multi-process state repository present in every EOS instance. Modern EOS infrastructure expands this foundation into a Network Data Lake (NetDL). NetDL extends the EOS architecture beyond a single switch, centralizing and streaming device-level and network-wide states in real-time to a centralized repository. This functions as a network-wide software foundation for comprehensive visibility and predictive analytics, and serves as the basis for centralized management applications like Arista CloudVision.
Programmability and Modern NetDevOps
The pure Linux foundation of EOS allows the deployment of native Linux tools directly on the switch alongside modern DevOps frameworks. To support modern NetDevOps pipelines—treating network infrastructure as code—EOS offers an extensive programmability toolset:
eAPI (External API): A JSON-RPC based interface that allows operators to execute CLI commands remotely and retrieve outputs as structured JSON key-value pairs, eliminating brittle legacy screen-scraping methods.
EOS SDK: A native software development kit enabling operators to write custom, high-performance C++ or Python applications that run natively on the switch with direct programmatic access to the underlying hardware forwarding tables.
Modern Telemetry: Operating via open standards (like OpenConfig and gRPC), EOS continuously streams real-time system states directly to central monitoring fabrics like CloudVision for granular, historic forensic analysis.
Ethernet switches
Arista's switching portfolio spans cloud, AI, enterprise campus, routing, and ultra-low-latency environments. The product families include:
7800R4 and 7800R3 Series
High-performance modular routing and AI networking platforms designed for hyperscale cloud, AI, service provider, and large enterprise deployments. The 7800R family delivers scalable 400G and 800G Ethernet connectivity, advanced routing capabilities, deep buffering, and high-density spine architectures for next-generation AI clusters and data center fabrics.
7700R4 Series
Distributed Etherlink™ switching platforms optimized for large-scale AI networks. The 7700R4 family enables ultra-high-bandwidth AI cluster interconnects with support for 400G and 800G Ethernet, low-latency transport, and scalable AI fabric architectures.
7500R3 Series
Modular universal spine and routing systems providing deep-buffer performance, large routing tables, and cloud-scale resiliency. Designed for data center, cloud, and service provider networks requiring high-performance routing and switching at scale.
7388X5 Series
Compact modular spine switches delivering high-density 400GbE connectivity for modern data center and AI network architectures. The platform combines scalability, operational efficiency, and investment protection for evolving cloud infrastructures.
7280R4 and 7280R3 Series
Universal leaf, spine, and routing platforms featuring deep-buffer Virtual Output Queuing (VOQ) architecture. Available in multiple fixed-form-factor configurations supporting 10GbE through 400GbE interfaces, these systems are widely deployed in cloud, enterprise, and service provider environments.
7060X6 & XE7 Series
High-density data center switches supporting 100GbE, 400GbE, 800GbE and 1.6Tbps Ethernet connectivity. Designed for AI/ML workloads, cloud-scale applications, and next-generation data center fabrics.
7060X5, 7060X4, and 7050X Series
Fixed-configuration leaf and spine switches providing high-performance Ethernet connectivity from 10GbE through 400GbE. These platforms offer low latency, high port density, and flexible deployment options for enterprise and cloud data centers.
720XP, 722XPM, 720D, and 710P Campus Series
Enterprise access switches delivering multi-gigabit Ethernet, PoE/PoE++, MACsec encryption, and advanced telemetry capabilities. These systems form the foundation of Arista's Cognitive Campus architecture.
750 Series Modular Campus Switches
High-performance modular campus platforms providing scalable aggregation and core networking services for large enterprise environments, supporting integrated wired and wireless operations.
7130 Series
Ultra-low-latency programmable switching platforms combining FPGA acceleration, Layer 1 switching, packet capture, and advanced market-data processing capabilities. Widely deployed in financial trading, telecommunications, and specialized low-latency environments.
7170 Series
Programmable switching platforms supporting customized packet processing, advanced telemetry, and application-specific networking functions using programmable data plane technologies.
All platforms operate on Arista EOS® (Extensible Operating System), providing a consistent software architecture, automation framework, telemetry, observability, and operational model across data center, campus, WAN, and cloud deployments.
Key Deployment Areas
Arista Ethernet switches are widely deployed across:
AI and GPU cluster networking
Hyperscale cloud data centers
Enterprise data centers
Service provider networks
Campus and branch environments
Financial trading infrastructure
High-performance computing (HPC) environments
The combination of high-performance switching, cloud-scale routing, low-latency networking, and a common EOS software platform enables organizations to build scalable, resilient, and AI-ready network infrastructures.
Wireless, Security, Observability, and SD-WAN Solutions
Beyond its Ethernet switching and routing portfolio, Arista provides a comprehensive suite of wireless networking, network security, observability, and software-defined WAN (SD-WAN) solutions. These offerings extend Arista's cloud networking architecture from the data center to the campus, branch, edge, and multi-cloud environments.
Wireless Networking
Arista's Cognitive Wi-Fi portfolio delivers cloud-managed wireless networking for enterprise campuses, branch offices, educational institutions, healthcare organizations, and distributed enterprises.
Key capabilities include:
Wi-Fi 6, Wi-Fi 6E, and Wi-Fi 7 access points
Cloud-native wireless management
AI-driven radio frequency (RF) optimization
Location services and asset tracking
User and device analytics
Seamless integration with wired campus infrastructure
Automated troubleshooting and network assurance
Arista's wireless architecture provides a unified operational model across wired and wireless networks through centralized management and policy enforcement.
Network Security
Arista's security portfolio is built around a Zero Trust networking model and combines network visibility, behavioral analytics, and threat detection capabilities.
Key security solutions include:
Network Detection and Response (NDR)
AI-driven threat detection and anomaly identification
East-west traffic visibility across campus, data center, and cloud environments
Device and user behavioral analytics
Asset discovery and classification
Network segmentation and micro-segmentation
Identity-based policy enforcement
MACsec encryption support across campus and data center networks
Arista's security architecture enables organizations to detect, investigate, and respond to threats while maintaining operational simplicity across distributed environments.
Network Observability and Operations
Arista provides a comprehensive network operations platform through CloudVision®, offering end-to-end visibility, automation, and assurance across data center, campus, cloud, and WAN infrastructures.
Key capabilities include:
Real-time streaming telemetry
Network-wide configuration management
Automated provisioning and change control
Compliance monitoring and auditing
Root-cause analysis and troubleshooting
Application and network performance monitoring
Capacity planning and predictive analytics
Network digital twin capabilities for testing and validation
End-to-end infrastructure observability
CloudVision serves as a centralized management platform that enables consistent operations across physical, virtual, and cloud-based networking environments.
SD-WAN and Secure Edge Networking
Arista's SD-WAN portfolio provides secure connectivity for branch offices, remote users, cloud applications, and distributed enterprise networks.
Key capabilities include:
Application-aware traffic steering
Dynamic path selection and optimization
Multi-cloud connectivity
Secure branch networking
Broadband, MPLS, and wireless WAN integration
Centralized policy management
WAN performance analytics
Automated deployment and provisioning
Integrated security and segmentation
The platform enables organizations to simplify WAN operations while improving application performance and reducing connectivity costs across geographically distributed locations.
Arista Community Central
Arista Community Central is a centralized resource created by Arista Networks for customers, partners, and technical professionals. The community serves as a platform for sharing knowledge, engaging in discussions, and accessing various technical resources related to Arista’s networking technologies.
The community utilizes a search engine powered by AI to provide the most relevant results and to enhance user experience.
What the Community Offers
Knowledge Base: A comprehensive Knowledge Base that includes technical articles, guides, and best practices for Arista products and solutions. It covers topics such as troubleshooting, tech tips, and configuration articles organized by technology, aiding users in managing and supporting their Arista products.
Community Forum: The forum allows users to ask questions and participate in discussions related to Arista’s products. While the forum is publicly available, participation is limited to registered users, ensuring focused and expert-driven dialogue.
Videos & Webinars: Arista Community Central also provides access to recorded webinars and technology-related videos hosted on the Community YouTube channel]aimed at deepening users’ understanding of Arista’s technology offerings.
Major competitors
Cisco Systems
Extreme Networks
Fortinet
Hewlett Packard Enterprise (Aruba Networks division)
Juniper Networks - acquired by HPE, 2025.
Nokia
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
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?
| Wskaźnik | Trend 5-letni | ANET | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 65.6średnia z 5 lat ≈35.0 | ≈35.0 | 34.0 | Zawyżona wycena | |
| P/S (TTM) | 24.8średnia z 5 lat ≈9.4 | ≈9.4 | 8.5 | Zawyżona wycena | |
| P/B (MRQ) | 17.7średnia z 5 lat ≈6.9 | ≈6.9 | 10.9 | Zawyżona wycena | |
| Cena / FCF (TTM) | 50.7średnia z 5 lat ≈23.6 | ≈23.6 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 49.3średnia z 5 lat ≈22.8 | ≈22.8 | 32.5 | Zawyżona wycena | |
| Cena / Wartość księgowa materialna (MRQ) | 18.0średnia z 5 lat ≈7.3 | ≈7.3 | · | · | |
| PEG Ratio (Współczynnik PEG) | ≈10.0 | · | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | ANET | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 63.0%średnia z 5 lat ≈63.0% | ≈63.0% | 46.2% | Najwyższa półka | |
| Marża Operacyjna (TTM) | 43.1%średnia z 5 lat ≈37.9% | ≈37.9% | 21.1% | Najwyższa półka | |
| Marża EBITDA (TTM) | 44.0%średnia z 5 lat ≈39.1% | ≈39.1% | 21.3% | Najwyższa półka | |
| Marża przed opodatkowaniem (TTM) | 47.3%średnia z 5 lat ≈40.6% | ≈40.6% | 23.7% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 38.4%średnia z 5 lat ≈34.9% | ≈34.9% | 16.9% | Najwyższa półka | |
| ROA (TTM) | 20.1%średnia z 5 lat ≈21.5% | ≈21.5% | 6.3% | Najwyższa półka | |
| ROE (TTM) | 31.5%średnia z 5 lat ≈28.2% | ≈28.2% | 12.3% | Najwyższa półka | |
| ROIC | 25.8%średnia z 5 lat ≈25.2% | ≈25.2% | 17.4% | Najwyższa półka |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | ANET | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Wskaźnik bieżący (MRQ) | 3.0średnia z 5 lat ≈4.1 | ≈4.1 | 2.2 | Silna płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 0.7średnia z 5 lat ≈1.2 | ≈1.2 | 1.2 | Niska płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | ANET | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 28.6%średnia z 5 lat ≈31.5% | ≈31.5% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 27.2%średnia z 5 lat ≈32.3% | ≈32.3% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 31.2% | · | · | · | |
| EPS YoY | 23.3%średnia z 5 lat ≈17.0% | ≈17.0% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 23.1%średnia z 5 lat ≈41.5% | ≈41.5% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 37.0%średnia z 5 lat ≈8.5% | ≈8.5% | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | 6.6% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 37.4%średnia z 5 lat ≈45.5% | ≈45.5% | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | 40.8% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | ANET | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.5średnia z 5 lat ≈0.6 | ≈0.6 | 0.5 | Zgodnie z | |
| Inventory Turnover (Rotacja zapasów) | 1.6średnia z 5 lat ≈1.6 | ≈1.6 | 2.9 | Słaby | |
| Receivables Turnover (Rotacja należności) | 5.9średnia z 5 lat ≈6.2 | ≈6.2 | 5.9 | Zgodnie z | |
| Revenue / Employee (Przychody / pracownika) | ≈$1.8M | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Sie 3, 2026 | $1.02 | $0.90 | 13.0% |
| 31 marca 2026 | $0.87 | $0.82 | 5.8% | |
| 31 grudnia 2025 | $0.82 | $0.77 | 6.2% | |
| 30 września 2025 | $0.75 | $0.73 | 3.0% | |
| 30 czerwca 2025 | $0.73 | $0.66 | 10.2% | |
| 31 marca 2025 | $0.65 | $0.60 | 7.7% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.01B | $7.00B | $5.86B | $4.38B | $2.95B | $2.32B | $2.41B | $2.15B | $1.65B | $1.13B | $838M | $584M | |
| Cost of Revenue | $3.24B | $2.51B | $2.23B | $1.71B | $1.07B | $836M | $866M | $778M | $584M | $406M | $294M | $192M | |
| Gross Profit | $5.77B | $4.49B | $3.63B | $2.68B | $1.88B | $1.48B | $1.54B | $1.37B | $1.06B | $723M | $544M | $392M | |
| R&D Expense | $1.24B | $997M | $855M | $728M | $587M | $487M | $463M | $442M | $350M | $274M | $209M | $149M | |
| SG&A Expense | $142M | $123M | $119M | $93M | $83M | $66M | $62M | $65M | $87M | $75M | $76M | $32M | |
| Operating Expenses | $1.91B | $1.55B | $1.37B | $1.15B | $956M | $782M | $739M | $1.10B | $591M | $480M | $394M | $267M | |
| Operating Income | $3.86B | $2.94B | $2.26B | $1.53B | $925M | $700M | $806M | $273M | $470M | $243M | $149M | $126M | |
| Interest Expense | · | · | · | · | · | · | · | $3M | $3M | $3M | · | · | |
| Other Non-op | $394M | $320M | $165M | $55M | $6M | $39M | $56M | $18M | $7M | $2M | $-147.0K | $2M | |
| Pretax Income | $4.25B | $3.27B | $2.42B | $1.58B | $931M | $739M | $862M | $289M | $475M | $242M | $146M | $122M | |
| Income Tax | $738M | $413M | $335M | $229M | $90M | $104M | $2M | $-39M | $52M | $58M | $25M | $35M | |
| Net Income | $3.51B | $2.85B | $2.09B | $1.35B | $841M | $635M | $860M | $328M | $423M | $184M | $121M | $87M | |
| EPS (Basic) | $2.79 | $2.27 | $1.69 | $1.10 | $2.74 | $2.09 | $2.82 | $4.39 | $5.85 | $2.66 | $1.81 | $1.42 | |
| EPS (Diluted) | $2.75 | $2.23 | $1.65 | $1.07 | $2.63 | $2.00 | $2.66 | $4.06 | $5.35 | $2.50 | $1.67 | $1.29 | |
| Shares (Basic) | 1,258,000,000 | 1,256,300,000 | 1,237,400,000 | 1,225,891,000 | 306,512,000 | 303,936,000 | 305,248,000 | 74,750,000 | 72,258,000 | 68,771,000 | 65,964,000 | 48,427,000 | |
| Shares (Diluted) | 1,275,700,000 | 1,281,100,000 | 1,268,500,000 | 1,265,835,000 | 319,238,000 | 317,860,000 | 323,516,000 | 80,844,000 | 78,977,000 | 73,222,000 | 71,411,000 | 54,590,000 | |
| EBITDA | $3.93B | $3.01B | $2.33B | $1.59B | $975M | $744M | $839M | $301M | $491M | $263M | $163M | $136M |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.96B | $2.76B | $1.94B | $672M | $621M | $893M | $1.11B | $650M | $859M | $568M | $687M | $240M | |
| Receivables | $1.89B | $1.14B | $1.03B | $923M | $517M | $390M | $392M | $332M | $247M | $253M | $144M | $97M | |
| Inventory | $2.25B | $1.83B | $1.95B | $1.29B | $650M | $480M | $244M | $265M | $306M | $236M | $92M | $78M | |
| Prepaid Expense | $1.51B | $632M | $413M | $314M | $238M | $95M | $111M | $162M | $177M | $169M | $51M | $43M | |
| Other Current Assets | · | · | $282M | $152M | $173M | $61M | $64M | $96M | $96M | $79M | $29M | $12M | |
| Current Assets | $16.39B | $11.91B | $8.40B | $5.55B | $4.81B | $3.84B | $3.47B | $2.71B | $2.27B | $1.53B | $974M | $679M | |
| PP&E (Net) | $203M | $99M | $102M | $95M | $79M | $32M | $39M | $75M | $74M | $77M | $80M | $72M | |
| PP&E (Gross) | $452M | $318M | $290M | $252M | $212M | $147M | $137M | $165M | $143M | $126M | $110M | $89M | |
| Accum. Depreciation | $249M | $219M | $188M | $157M | $133M | $115M | $97M | $90M | $69M | $49M | $30M | $17M | |
| Goodwill | $416M | $268M | $269M | $266M | $188M | $190M | $55M | $54M | $0 | · | · | · | |
| Intangibles | $289M | $62M | $89M | $122M | $94M | $123M | $45M | $59M | $0 | · | · | · | |
| Other Non-current Assets | $669M | $325M | $152M | $167M | $33M | $30M | $30M | $23M | $19M | $19M | $21M | $12M | |
| Total Assets | $19.45B | $14.04B | $9.96B | $6.78B | $5.73B | $4.74B | $4.19B | $3.08B | $2.46B | $1.73B | $1.16B | $811M | |
| Accounts Payable | $652M | $381M | $435M | $233M | $203M | $134M | $92M | $94M | $52M | $79M | $44M | $32M | |
| Accrued Liabilities | $475M | $435M | $407M | $292M | $227M | $143M | $140M | $123M | $134M | $91M | $61M | $40M | |
| Current Liabilities | $5.38B | $2.73B | $1.92B | $1.29B | $1.11B | $768M | $597M | $607M | $530M | $460M | $235M | $144M | |
| Capital Leases | · | $37M | $44M | $44M | $57M | $72M | $83M | $0 | · | · | · | · | |
| Deferred Tax | · | · | $0 | $42.0K | $129M | $228M | $255M | $4M | $2M | $1M | $469.0K | $120.0K | |
| Other Non-current Liabilities | $332M | $253M | $227M | $102M | $55M | $42M | $38M | $28M | $10M | $8M | $7M | $5M | |
| Total Liabilities | $7.08B | $4.05B | $2.74B | $1.89B | $1.76B | $1.42B | $1.29B | $939M | $799M | $621M | $372M | $255M | |
| Common Stock | $100.0K | $100.0K | $125.0K | $31.0K | $31.0K | $30.0K | $8.0K | $8.0K | $7.0K | $7.0K | $7.0K | $7.0K | |
| Paid-in Capital | $2.91B | $2.47B | $2.11B | $1.78B | $1.53B | $1.29B | $1.11B | $957M | $805M | $674M | $538M | $426M | |
| Retained Earnings | $9.45B | $7.54B | $5.11B | $3.14B | $2.46B | $2.03B | $1.79B | $1.19B | $859M | $435M | $251M | $130M | |
| AOCI | $12M | $-13M | $-3M | $-34M | $-8M | $238.0K | $143.0K | $-4M | $-2M | $-1M | $-675.0K | $-334.0K | |
| Stockholders' Equity | $12.37B | $9.99B | $7.22B | $4.89B | $3.98B | $3.32B | $2.89B | $2.14B | $1.66B | $1.11B | $788M | $556M | |
| Liabilities + Equity | $19.45B | $14.04B | $9.96B | $6.78B | $5.73B | $4.74B | $4.19B | $3.08B | $2.46B | $1.73B | $1.16B | $811M | |
| Shares Outstanding | 1,256,500,000 | 1,261,300,000 | 1,249,000,000 | 1,227,600,000 | 1,230,725,000 | 304,696,000 | 305,556,000 | 75,668,000 | 73,706,000 | 70,811,000 | 68,132,000 | 65,528,000 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $73M | $62M | $71M | $63M | $50M | $35M | $33M | $28M | $21M | $20M | $14M | $10M | |
| Stock-based Comp | $439M | $355M | $297M | $231M | $187M | $137M | $101M | $91M | $75M | $59M | $45M | $28M | |
| Deferred Tax | $-312M | $-493M | $-371M | $-244M | $-99M | $-9M | $-76M | $-58M | $8M | $-22M | $-24M | $-7M | |
| Amort. of Intangibles | $42M | $27M | $33M | $34M | $29M | $24M | $13M | $5M | · | · | · | · | |
| Other Non-cash | $661M | $932M | $-50M | $-909M | $37M | $-72M | $45M | $114M | $104M | $-110M | $46M | $15M | |
| Operating Cash Flow | $4.37B | $3.71B | $2.03B | $493M | $1.02B | $735M | $963M | $503M | $632M | $174M | $238M | $132M | |
| CapEx | $120M | $32M | $34M | $45M | $65M | $15M | $16M | $24M | $15M | $21M | $20M | $13M | |
| Investing Cash Flow | $-3.58B | $-2.46B | $-688M | $216M | $-926M | $-609M | $-284M | $-755M | $-391M | $-326M | $184M | $-249M | |
| Stock Repurchased | $1.60B | $424M | $112M | $670M | $412M | $395M | $266M | $0 | $0 | · | · | · | |
| Net Stock Activity | $-1.60B | $-424M | $-112M | $-670M | $-412M | $-395M | $-266M | · | · | · | · | · | |
| Financing Cash Flow | $-1.60B | $-422M | $-84M | $-655M | $-361M | $-346M | $-218M | $43M | $51M | $33M | $26M | $244M | |
| Net Change in Cash | $-798M | $824M | $1.26B | $51M | $-272M | $-218M | $461M | $-211M | $293M | $-119M | $447M | $126M | |
| Taxes Paid | $1.10B | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $4.25B | $3.68B | $2.00B | $448M | $951M | $720M | $947M | $479M | $616M | $110M | $181M | $119M | |
| Levered FCF | · | · | · | · | · | · | · | $476M | · | · | · | · |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 64.1% | 64.1% | 62.0% | 61.1% | 63.8% | 63.9% | 64.1% | 63.8% | 64.5% | 64.0% | 64.9% | 67.1% | |
| Operating Margin | 42.8% | 42.0% | 38.5% | 34.9% | 31.4% | 30.2% | 33.4% | 12.7% | 28.6% | 21.6% | 17.8% | 21.5% | |
| Net Margin | 39.0% | 40.7% | 35.6% | 30.9% | 28.5% | 27.4% | 35.7% | 15.2% | 25.7% | 16.3% | 14.5% | 14.9% | |
| Pretax Margin | 47.2% | 46.6% | 41.3% | 36.1% | 31.6% | 31.9% | 35.8% | 13.4% | 28.8% | 21.4% | 17.4% | 20.8% | |
| EBITDA Margin | 43.6% | 42.9% | 39.7% | 36.3% | 33.1% | 32.1% | 34.8% | 14.0% | 29.8% | 23.3% | 19.5% | 23.2% | |
| ROA | 21.0% | 23.8% | 25.0% | 21.6% | 16.1% | 14.2% | 23.7% | 11.8% | 20.2% | 12.8% | 12.3% | · | |
| ROE | 30.2% | 29.6% | 30.4% | 29.2% | 21.4% | 19.8% | 31.0% | 16.1% | 30.6% | 19.4% | 18.0% | · | |
| ROIC | 25.8% | 25.7% | 27.0% | 26.7% | 21.0% | 18.1% | 27.8% | 14.5% | 25.2% | 16.7% | 15.7% | · |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.0 | 4.4 | 4.4 | 4.3 | 4.3 | 5.0 | 5.8 | 4.5 | 4.3 | 3.3 | 4.1 | · | |
| Quick Ratio | 0.7 | 1.4 | 1.6 | 1.2 | 1.0 | 1.7 | 2.5 | 1.6 | 2.1 | 1.8 | 3.5 | · | |
| Interest Coverage | · | · | · | · | · | · | · | 101.2 | · | · | · | · |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.6 | 0.7 | 0.7 | 0.6 | 0.5 | 0.7 | 0.8 | 0.8 | 0.8 | 0.8 | · | |
| Inventory Turnover | 1.6 | 1.3 | 1.4 | 1.8 | 1.9 | 2.3 | 3.4 | 2.7 | 2.2 | 2.5 | 3.5 | · | |
| Receivables Turnover | 5.9 | 6.4 | 6.0 | 6.1 | 6.5 | 5.9 | 6.7 | 7.4 | 6.6 | 5.7 | 6.9 | · |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $9.85 | $7.92 | $23.12 | $15.92 | $12.93 | $43.59 | $37.89 | $28.33 | $22.55 | $15.64 | $11.57 | · | |
| Revenue / Share | $7.06 | $5.47 | $18.48 | $13.84 | $9.23 | $29.16 | $29.81 | $26.61 | $20.84 | $15.42 | $11.73 | $10.70 | |
| Cash Flow / Share | $3.43 | $2.89 | $6.41 | $1.56 | $3.18 | $9.25 | $11.91 | $6.22 | $8.00 | $1.80 | $2.81 | $2.42 | |
| Cash / Share | $1.56 | $2.19 | $6.21 | $2.19 | $2.02 | $11.73 | $14.55 | $8.59 | $11.66 | $8.02 | $10.09 | · | |
| EPS (TTM) | $2.75 | $2.23 | $1.65 | $1.07 | $2.63 | $2.00 | $2.66 | $4.06 | $5.35 | $2.50 | $1.67 | $1.29 |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 28.6% | 19.5% | 33.8% | 48.6% | 27.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 27.2% | 33.4% | 36.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 31.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 23.3% | 35.1% | 54.2% | -59.3% | 31.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 37.0% | -5.3% | -6.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 6.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 23.1% | 36.6% | 54.3% | 60.8% | 32.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 37.4% | 50.2% | 48.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 40.8% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.01B | $7.00B | $5.86B | $4.38B | $2.95B | $2.32B | $2.41B | $2.15B | $1.65B | $1.13B | $838M | $584M | |
| Net Income TTM | $3.51B | $2.85B | $2.09B | $1.35B | $841M | $635M | $860M | $328M | $423M | $184M | $121M | $87M | |
| Market Cap | $164.64B | $139.42B | $18.38B | $9.31B | $11.06B | $1.38B | $971M | $996M | $1.09B | $428M | $331M | · | |
| P/E | 47.6 | 49.6 | 35.7 | 28.4 | 13.7 | 9.1 | 4.8 | 3.2 | 2.8 | 2.4 | 2.9 | 2.9 | |
| P/S | 18.3 | 19.9 | 3.1 | 2.1 | 3.8 | 0.6 | 0.4 | 0.5 | 0.7 | 0.4 | 0.4 | · | |
| P/B | 13.3 | 13.9 | 2.5 | 1.9 | 2.8 | 0.4 | 0.3 | 0.5 | 0.7 | 0.4 | 0.4 | · | |
| P / Tangible Book | 14.1 | 14.4 | 2.7 | 2.1 | 3.0 | 0.5 | · | · | · | · | · | · | |
| P / Cash Flow | 37.7 | 37.6 | 9.0 | 18.9 | 10.9 | 1.9 | 1.0 | 2.0 | 1.7 | 3.3 | 1.7 | · | |
| P / FCF | 38.7 | 37.9 | 9.2 | 20.8 | 11.6 | 1.9 | 1.0 | 2.1 | 1.8 | 3.9 | 1.8 | · | |
| Earnings Yield | 2.1% | 2.0% | 2.8% | 3.5% | 7.3% | 11.0% | 20.9% | 30.8% | 36.3% | 41.3% | 34.3% | 34.0% |
Rachunek zysków i strat
| 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 | $3.04B | $2.71B | $2.49B | $2.31B | $2.20B | $2.00B | $1.93B | $1.81B | $1.69B | $1.57B | $1.54B | $1.51B | $1.46B | $1.35B | $1.28B | $1.18B | |
| Cost of Revenue | $1.13B | $1.03B | $924M | $818M | $766M | $729M | $699M | $649M | $593M | $570M | $541M | $567M | $575M | $547M | $507M | $467M | |
| Gross Profit | $1.91B | $1.68B | $1.56B | $1.49B | $1.44B | $1.28B | $1.23B | $1.16B | $1.10B | $1.00B | $999M | $942M | $884M | $805M | $769M | $710M | |
| R&D Expense | $348M | $344M | $348M | $326M | $296M | $266M | $285M | $236M | $268M | $208M | $211M | $212M | $230M | $201M | $190M | $188M | |
| SG&A Expense | $34M | $34M | $43M | $35M | $29M | $34M | $36M | $34M | $26M | $28M | $42M | $25M | $26M | $25M | $24M | $23M | |
| Operating Expenses | $532M | $519M | $531M | $512M | $452M | $417M | $432M | $376M | $398M | $341M | $359M | $340M | $354M | $320M | $300M | $293M | |
| Operating Income | $1.38B | $1.16B | $1.03B | $978M | $986M | $859M | $800M | $785M | $700M | $660M | $640M | $603M | $530M | $485M | $469M | $417M | |
| Other Non-op | $126M | $114M | $104M | $99M | $94M | $96M | $90M | $98M | $71M | $63M | $54M | $42M | $56M | $12M | $17M | $7M | |
| Pretax Income | $1.50B | $1.27B | $1.14B | $1.08B | $1.08B | $955M | $889M | $883M | $770M | $723M | $694M | $645M | $586M | $497M | $486M | $424M | |
| Income Tax | $291M | $248M | $182M | $224M | $191M | $141M | $88M | $135M | $105M | $85M | $81M | $99M | $95M | $60M | $59M | $70M | |
| Net Income | $1.21B | $1.02B | $956M | $853M | $889M | $814M | $801M | $748M | $665M | $638M | $614M | $545M | $492M | $436M | $427M | $354M | |
| EPS (Basic) | $0.96 | $0.81 | $0.75 | $0.68 | $0.71 | $0.65 | $0.64 | $0.59 | $0.53 | $0.51 | $-3.08 | $1.76 | $1.59 | $1.42 | $-1.92 | $1.16 | |
| EPS (Diluted) | $0.95 | $0.80 | $0.74 | $0.67 | $0.70 | $0.64 | $0.63 | $0.58 | $0.52 | $0.50 | $-3.00 | $1.72 | $1.55 | $1.38 | $-1.85 | $1.13 | |
| Shares (Basic) | 1,260,100,000 | 1,257,700,000 | · | 1,258,000,000 | 1,256,300,000 | 1,260,000,000 | · | 1,257,900,000 | 1,254,800,000 | 1,252,100,000 | · | 310,185,000 | 308,636,000 | 306,985,000 | · | 304,931,000 | |
| Shares (Diluted) | 1,276,000,000 | 1,273,800,000 | · | 1,276,600,000 | 1,271,200,000 | 1,279,200,000 | · | 1,281,800,000 | 1,279,700,000 | 1,279,400,000 | · | 317,631,000 | 316,485,000 | 315,578,000 | · | 314,401,000 | |
| EBITDA | $1.38B | $1.18B | · | $978M | $986M | $873M | · | $785M | $700M | $676M | · | $603M | $530M | $505M | · | $417M |
Bilans
| 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 | $2.29B | $2.79B | $1.96B | $2.33B | $2.23B | $1.85B | $2.76B | $3.18B | $2.43B | $2.09B | · | $1.75B | $1.26B | $956M | · | $716M | |
| Receivables | $2.27B | $1.92B | $1.89B | $1.49B | $1.62B | $1.44B | $1.14B | $1.13B | $1.23B | $1.09B | · | $833M | $780M | $863M | · | $652M | |
| Inventory | $2.54B | $2.38B | $2.25B | $2.16B | $2.06B | $1.96B | $1.83B | $1.77B | $1.85B | $2.03B | · | $1.89B | $1.86B | $1.68B | · | $1.10B | |
| Prepaid Expense | $2.02B | $1.90B | $1.51B | $1.43B | $976M | $734M | $632M | $549M | $488M | $361M | · | $472M | $466M | $394M | · | $300M | |
| Other Current Assets | · | · | · | · | · | · | · | $435M | · | · | · | $274M | $168M | $125M | · | $143M | |
| Current Assets | $20.16B | $18.56B | $16.39B | $15.18B | $13.50B | $12.28B | $11.91B | $10.88B | $9.84B | $8.93B | · | $7.65B | $6.85B | $6.27B | · | $5.03B | |
| PP&E (Net) | $312M | $250M | $203M | $173M | $152M | $124M | $99M | $93M | $96M | $98M | · | $103M | $102M | $97M | · | $96M | |
| PP&E (Gross) | $577M | $507M | $452M | $413M | $386M | $351M | $318M | $305M | $301M | $295M | · | $283M | $274M | $262M | · | $247M | |
| Accum. Depreciation | $265M | $256M | $249M | $241M | $233M | $227M | $219M | $212M | $204M | $197M | · | $181M | $173M | $164M | · | $150M | |
| Goodwill | $416M | $416M | $416M | $416M | $416M | $268M | $268M | · | $269M | $269M | · | $269M | $269M | $266M | · | $271M | |
| Intangibles | $258M | $274M | $289M | $304M | $320M | $56M | $62M | $69M | $75M | $82M | · | $95M | $104M | $113M | · | $132M | |
| Other Non-current Assets | $826M | $546M | $669M | $610M | $659M | $245M | $325M | $220M | $164M | $149M | · | $33M | $32M | $47M | · | $60M | |
| Total Assets | $23.72B | $21.66B | $19.45B | $18.05B | $16.53B | $14.51B | $14.04B | $12.85B | $11.62B | $10.55B | · | $9.07B | $8.19B | $7.54B | · | $6.16B | |
| Accounts Payable | $693M | $608M | $652M | $481M | $544M | $389M | $381M | $289M | $298M | $223M | · | $269M | $352M | $330M | · | $278M | |
| Accrued Liabilities | $487M | $442M | $475M | $471M | $381M | $263M | $435M | $324M | $320M | $271M | · | $410M | $363M | $352M | · | $241M | |
| Current Liabilities | $6.82B | $6.56B | $5.38B | $4.67B | $4.05B | $3.12B | $2.73B | $2.43B | $2.16B | $1.78B | · | $1.85B | $1.66B | $1.58B | · | $1.25B | |
| Capital Leases | · | · | · | · | · | · | · | · | · | · | · | $48M | $52M | $55M | · | $47M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Other Non-current Liabilities | $339M | $320M | $332M | $310M | $307M | $258M | $253M | $142M | $133M | $132M | · | $68M | $62M | $58M | · | $59M | |
| Total Liabilities | $8.92B | $8.17B | $7.08B | $6.14B | $5.63B | $4.40B | $4.05B | $3.60B | $3.19B | $2.69B | · | $2.56B | $2.33B | $2.21B | · | $1.78B | |
| Common Stock | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $31.0K | $31.0K | $31.0K | · | $31.0K | $31.0K | $31.0K | · | $31.0K | |
| Paid-in Capital | $3.16B | $3.04B | $2.91B | $2.78B | $2.64B | $2.55B | $2.47B | $2.37B | $2.26B | $2.19B | · | $2.03B | $1.93B | $1.86B | · | $1.72B | |
| Retained Earnings | $11.68B | $10.47B | $9.45B | $9.12B | $8.26B | $7.57B | $7.54B | $6.87B | $6.18B | $5.69B | · | $4.50B | $3.96B | $3.49B | · | $2.71B | |
| AOCI | $-40M | $-19M | $12M | $8M | $4M | $-2M | $-13M | $10M | $-15M | $-12M | · | $-23M | $-25M | $-22M | · | $-47M | |
| Stockholders' Equity | $14.80B | $13.49B | $12.37B | $11.91B | $10.90B | $10.12B | $9.99B | $9.25B | $8.43B | $7.86B | $7.22B | $6.51B | $5.86B | $5.33B | $4.89B | $4.39B | |
| Liabilities + Equity | $23.72B | $21.66B | $19.45B | $18.05B | $16.53B | $14.51B | $14.04B | $12.85B | $11.62B | $10.55B | · | $9.07B | $8.19B | $7.54B | · | $6.16B | |
| Shares Outstanding | 1,261,200,000 | 1,259,200,000 | 1,256,500,000 | 1,259,200,000 | 1,256,800,000 | 1,256,600,000 | 1,261,300,000 | 314,847,000 | 314,086,000 | 313,601,000 | 1,249,000,000 | 310,972,000 | 309,355,000 | 308,098,000 | 1,227,562,000 | 305,515,000 |
Przepływy pieniężne
| 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 | $23M | $23M | $23M | $23M | $13M | $14M | $15M | $16M | $15M | $16M | $14M | $17M | $18M | $21M | $18M | $17M | |
| Stock-based Comp | $120M | $121M | $133M | $128M | $85M | $93M | $101M | $98M | $79M | $77M | $81M | $85M | $67M | $63M | $65M | $65M | |
| Deferred Tax | $-108M | $-105M | $-110M | $135M | $-231M | $-107M | $-116M | $-148M | $-151M | $-78M | $-153M | $-87M | $-59M | $-71M | $-96M | $-42M | |
| Amort. of Intangibles | · | · | $-145M | $16M | $165M | $6M | $7M | $7M | $7M | $7M | $7M | $8M | $9M | $9M | · | $9M | |
| Other Non-cash | · | $631M | · | · | · | $-172M | · | · | · | $-139M | · | · | · | $-75M | · | · | |
| Operating Cash Flow | $1.08B | $1.69B | $1.26B | $1.27B | $1.20B | $642M | $1.03B | $1.17B | $989M | $514M | $526M | $699M | $434M | $374M | $40M | $134M | |
| CapEx | $30M | $54M | $37M | $30M | $24M | $28M | $12M | $7M | $3M | $9M | $6M | $11M | $12M | $6M | $10M | $10M | |
| Investing Cash Flow | $-1.58B | $-865M | $-999M | $-1.19B | $-625M | $-766M | $-1.31B | $-374M | $-478M | $-296M | $-337M | $-226M | $-103M | $-22M | $-83M | $126M | |
| Stock Repurchased | $0 | $0 | $620M | $0 | $196M | $787M | $124M | $65M | $172M | $63M | $21.0K | $0 | $30M | $82M | $3M | $48M | |
| Net Stock Activity | · | $0 | · | · | · | $-787M | · | · | · | $-63M | · | · | · | $-82M | · | · | |
| Financing Cash Flow | $-2M | $0 | $-626M | $21M | $-197M | $-794M | $-130M | $-56M | $-173M | $-63M | $-1M | $15M | $-29M | $-68M | $-5M | $-34M | |
| Net Change in Cash | $-499M | $826M | $-363M | $101M | $380M | $-917M | $-413M | $747M | $337M | $154M | $190M | $487M | $302M | $285M | $-45M | $223M | |
| Free Cash Flow | · | $1.64B | · | · | · | $613M | · | · | · | $504M | · | · | · | $369M | · | · |
Rentowność
| 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 | 62.9% | 61.9% | · | 64.6% | 65.2% | 63.6% | · | 64.1% | 64.9% | 63.7% | · | 62.4% | 60.6% | 59.5% | · | 60.3% | |
| Operating Margin | 45.4% | 42.7% | · | 42.4% | 44.7% | 42.8% | · | 43.4% | 41.4% | 42.0% | · | 39.9% | 36.3% | 35.9% | · | 35.5% | |
| Net Margin | 40.0% | 37.8% | · | 37.0% | 40.3% | 40.6% | · | 41.3% | 39.4% | 40.6% | · | 36.1% | 33.7% | 32.3% | · | 30.1% | |
| Pretax Margin | 49.5% | 46.9% | · | 46.7% | 49.0% | 47.6% | · | 48.8% | 45.6% | 46.0% | · | 42.7% | 40.2% | 36.8% | · | 36.0% | |
| EBITDA Margin | 45.4% | 43.6% | · | 42.4% | 44.7% | 43.5% | · | 43.4% | 41.4% | 43.0% | · | 39.9% | 36.3% | 37.4% | · | 35.5% | |
| ROA | 6.0% | 5.7% | · | 5.5% | 6.3% | 6.5% | · | 6.8% | 6.7% | 7.0% | · | 7.2% | 7.0% | 6.4% | · | 6.1% | |
| ROE | 9.4% | 8.7% | · | 8.1% | 9.2% | 9.0% | · | 9.5% | 9.3% | 9.7% | · | 10.0% | 10.0% | 9.2% | · | 8.6% | |
| ROIC | 7.5% | 6.9% | · | 6.5% | 7.4% | 7.2% | · | 7.2% | 7.2% | 7.4% | · | 7.8% | 7.6% | 8.0% | · | 7.9% |
Płynność i wypłacalność
| 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 | 3.0 | 2.8 | · | 3.3 | 3.3 | 3.9 | · | 4.5 | 4.6 | 5.0 | · | 4.1 | 4.1 | 4.0 | · | 4.0 | |
| Quick Ratio | 0.7 | 0.7 | · | 0.8 | 1.0 | 1.1 | · | 1.8 | 1.7 | 1.8 | · | 1.4 | 1.2 | 1.1 | · | 1.1 |
Efektywność
| 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 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.5 | · | 0.6 | |
| Receivables Turnover | 1.6 | 1.6 | · | 1.8 | 1.5 | 1.6 | · | 1.8 | 1.7 | 1.6 | · | 2.0 | 2.1 | 1.8 | · | 2.2 |
Na akcję
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.73 | $10.71 | · | $9.46 | $8.67 | $8.05 | · | $29.37 | $26.84 | $25.07 | · | $20.92 | $18.93 | $17.30 | · | $14.35 | |
| Revenue / Share | $2.38 | $2.13 | · | $1.81 | $1.73 | $1.57 | · | $5.65 | $5.28 | $4.91 | · | $4.75 | $4.61 | $4.28 | · | $3.74 | |
| Cash Flow / Share | · | $1.33 | · | · | · | $0.50 | · | · | · | $1.61 | · | · | · | $1.19 | · | · | |
| Cash / Share | $1.82 | $2.22 | · | $1.85 | $1.77 | $1.47 | · | $10.08 | $7.73 | $6.67 | · | $5.62 | $4.08 | $3.10 | · | $2.34 | |
| EPS (TTM) | $3.16 | $2.91 | · | $2.64 | $2.55 | $2.37 | · | $-1.40 | $-0.26 | $0.77 | · | $2.80 | $2.21 | $1.60 | · | $3.66 |
Wycena (TTM)
| 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 | $10.54B | $9.71B | · | $8.45B | $7.95B | $7.44B | · | $6.61B | $6.31B | $6.08B | · | $5.60B | $5.26B | $4.86B | · | $3.93B | |
| Net Income TTM | $4.04B | $3.72B | · | $3.36B | $3.25B | $3.03B | · | $2.66B | $2.46B | $2.29B | · | $1.90B | $1.71B | $1.52B | · | $1.16B | |
| Market Cap | $214.25B | $154.60B | · | $183.48B | $128.58B | $97.36B | · | $30.21B | $27.52B | $22.73B | · | $14.30B | $12.53B | $12.93B | · | $8.62B | |
| P/E | 53.8 | 42.2 | · | 55.2 | 40.1 | 32.7 | · | -68.5 | -337.0 | 94.1 | · | 16.4 | 18.3 | 26.2 | · | 7.7 | |
| P/S | 20.3 | 15.9 | · | 21.7 | 16.2 | 13.1 | · | 4.6 | 4.4 | 3.7 | · | 2.6 | 2.4 | 2.7 | · | 2.2 | |
| P/B | 14.5 | 11.5 | · | 15.4 | 11.8 | 9.6 | · | 3.3 | 3.3 | 2.9 | · | 2.2 | 2.1 | 2.4 | · | 2.0 | |
| P / Tangible Book | 15.2 | 12.1 | · | 16.4 | 12.6 | 9.9 | · | 3.3 | 3.4 | 3.0 | · | 2.3 | 2.3 | 2.6 | · | 2.2 | |
| P / Cash Flow | · | 91.3 | · | · | · | 151.7 | · | · | · | 44.2 | · | · | · | 34.5 | · | · | |
| Earnings Yield | 1.9% | 2.4% | · | 1.8% | 2.5% | 3.1% | · | -1.5% | -0.30% | 1.1% | · | 6.1% | 5.5% | 3.8% | · | 13.0% |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $9.01B | $7.00B | $5.86B | $4.38B | $2.95B |
| Marża Brutto % | 64.1% | 64.1% | 62.0% | 61.1% | 63.8% |
| Marża Operacyjna % | 42.8% | 42.0% | 38.5% | 34.9% | 31.4% |
| Zysk netto | $3.51B | $2.85B | $2.09B | $1.35B | $841M |
| Rozwodniony EPS | $2.75 | $2.23 | $1.65 | $1.07 | $2.63 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 3.0 | 4.4 | 4.4 | 4.3 | 4.3 |
| Wskaźnik Szybkości | 0.7 | 1.4 | 1.6 | 1.2 | 1.0 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $4.25B | $3.68B | $2.00B | $448M | $951M |
Właściciele instytucjonalni (13F) 2 446 emitentów · $163.5B łącznie · Na dzień 30 września 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 |
|---|---|---|---|---|
| 374 (+108 vs poprzedni kw.) | 108 (-40 vs poprzedni kw.) | 975 (+107 vs poprzedni kw.) | 747 (-8 vs poprzedni kw.) | +21.5M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $15 524 287 266 | 91 383 843 | 9,49% | Akcje |
| VANGUARD GROUP INC | $13 258 877 087 | 101 189 629 | 8,11% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $11 668 776 727 | 68 688 349 | 7,14% | Akcje |
| STATE STREET CORP | $8 182 406 614 | 48 165 803 | 5,00% | Akcje |
| FMR LLC | $8 043 794 998 | 47 349 865 | 4,92% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $4 658 704 750 | 27 505 753 | 2,85% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4 384 389 601 | 25 808 745 | 2,68% | Akcje |
| MORGAN STANLEY | $3 346 030 863 | 19 696 435 | 2,05% | Akcje |
| Cresset Asset Management, LLC | $3 290 245 013 | 19 368 054 | 2,01% | Akcje |
| Capital Research Global Investors | $2 236 166 516 | 13 164 137 | 1,37% | Akcje |
| AMERIPRISE FINANCIAL INC | $2 174 367 920 | 12 800 606 | 1,33% | Akcje |
| NORGES BANK | $2 080 506 770 | 12 246 920 | 1,27% | Akcje |
| JPMORGAN CHASE & CO | $1 922 551 190 | 11 715 728 | 1,18% | Akcje |
| Nuveen, LLC | $1 823 763 218 | 10 735 597 | 1,12% | Akcje |
| NORTHERN TRUST CORP | $1 722 429 458 | 10 139 095 | 1,05% | Akcje |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1 712 787 940 | 9 725 196 | 1,05% | Akcje |
| FRANKLIN RESOURCES INC | $1 686 671 372 | 9 928 605 | 1,03% | Akcje |
| GOLDMAN SACHS GROUP INC | $1 637 786 407 | 9 640 843 | 1,00% | Akcje |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1 634 633 436 | 9 622 283 | 1,00% | Akcje |
| DEUTSCHE BANK AG\ | $1 589 651 420 | 9 357 496 | 0,97% | Akcje |
| PeakShares LLC | $1 573 429 000 | 9 262 | 0,96% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $1 433 950 794 | 8 440 963 | 0,88% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 398 637 499 | 8 233 091 | 0,86% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1 304 014 703 | 10 620 742 | 0,80% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1 293 799 964 | 7 615 964 | 0,79% | Akcje |
| Amundi | $1 241 659 035 | 7 309 036 | 0,76% | Akcje |
| Legal & General Group Plc | $1 197 897 272 | 7 051 432 | 0,73% | Akcje |
| BANK OF AMERICA CORP /DE/ | $1 111 877 799 | 6 545 078 | 0,68% | Akcje |
| Swedbank AB | $1 072 793 725 | 6 315 009 | 0,66% | Akcje |
| UBS Group AG | $1 070 405 047 | 6 300 948 | 0,65% | Akcje |
| Clearbridge Investments, LLC | $1 020 589 195 | 6 007 707 | 0,62% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $1 013 579 846 | 5 966 446 | 0,62% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $1 002 865 763 | 5 932 011 | 0,61% | Akcje |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $954 594 452 | 5 619 228 | 0,58% | Akcje |
| Bank of New York Mellon Corp | $911 212 604 | 5 363 860 | 0,56% | Akcje |
| Point72 Asset Management, L.P. | $873 138 522 | 5 139 737 | 0,53% | Akcje |
| ROYAL BANK OF CANADA | $850 347 000 | 5 005 585 | 0,52% | Akcje |
| WELLS FARGO & COMPANY/MN | $815 259 296 | 4 799 030 | 0,50% | Akcje |
| Invesco Ltd. | $802 545 402 | 4 724 190 | 0,49% | Akcje |
| Pictet Asset Management Holding SA | $791 055 885 | 4 658 879 | 0,48% | Akcje |
| FIRST TRUST ADVISORS LP | $780 048 514 | 4 591 762 | 0,48% | Akcje |
| JANE STREET GROUP, LLC | $665 878 636 | 3 919 700 | 0,41% | Opcja sprzedaży |
| Capital World Investors | $629 769 453 | 3 707 143 | 0,39% | Akcje |
| Robeco Institutional Asset Management B.V. | $620 951 488 | 3 655 236 | 0,38% | Akcje |
| JANUS HENDERSON GROUP PLC | $599 195 458 | 4 880 273 | 0,37% | Akcje |
| Winslow Capital Management, LLC | $592 030 271 | 3 484 991 | 0,36% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $581 791 904 | 3 425 159 | 0,36% | Akcje |
| NORDEA INVESTMENT MANAGEMENT AB | $580 662 230 | 3 444 227 | 0,36% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $572 869 336 | 3 372 200 | 0,35% | Opcja kupna |
| ENVESTNET ASSET MANAGEMENT INC | $557 355 377 | 3 280 887 | 0,34% | Akcje |
Insiderzy spółki 23 insiderów · 10 dyrektorzy generalni · 12 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jayshree Ullal | CEO and Chairperson | 25 września 2026 S | 15 943 854 | 0 | 154 | $-666 832 573 |
| Chantelle Yvette Breithaupt | Senior Vice President, CFO | 1 września 2026 S | 69 921 | 0 | 3 | $-1 882 275 |
| Ita M Brennan | Senior Vice President, CFO | 1 grudnia 2023 M | 21 070 | 0 | 0 | $0 |
| Kelyn Brannon | Chief Financial Officer | 8 kwietnia 2015 M | 483 | 0 | 0 | $0 |
| Kenneth Duda | President and CTO | 21 września 2026 M | 442 400 | 0 | 186 | $-94 591 530 |
| Todd Nightingale | President and COO | 20 sierpnia 2026 M | 69 463 | 0 | 0 | $0 |
| Anshul Sadana | SVP, Chief Operating Officer | 20 maja 2024 M | 72 199 | 0 | 0 | $0 |
| Marc Taxay | SVP and General Counsel | 3 marca 2025 S | 0 | 0 | 0 | $0 |
| John F Mccool | Chief Platform Officer | 26 lutego 2025 S | 0 | 0 | 0 | $0 |
| Manuel Felix Rivelo | SVP, Chief Customer Officer | 20 listopada 2019 M | 1 634 | 0 | 0 | $0 |
| Mark B Templeton | Dyrektor | 8 września 2026 S | 53 410 | 0 | 5 | $-985 795 |
| Kelly Bodnar Battles | Dyrektor | 21 sierpnia 2026 S | 10 194 | 0 | 21 | $-244 335 |
| Robert G Lavender | Dyrektor | 20 sierpnia 2026 M | 4 607 | 0 | 0 | $0 |
| Yvonne Wassenaar | Dyrektor | 20 sierpnia 2026 M | 10 322 | 0 | 18 | $-778 157 |
| Daniel Scheinman | Dyrektor | 20 sierpnia 2026 M | 158 730 | 0 | 0 | $0 |
| Charles H Giancarlo | Dyrektor | 20 sierpnia 2026 M | 1 509 | 0 | 63 | $-13 232 975 |
| Lewis Chew | Dyrektor | 20 sierpnia 2026 M | 31 770 | 0 | 0 | $0 |
| Nikos Theodosopoulos | Dyrektor | 22 maja 2023 M | 26 002 | 0 | 0 | $0 |
| Ann Mather | Dyrektor | 20 maja 2022 M | 4 100 | 0 | 0 | $0 |
| Marc F Stoll | Dyrektor | 11 maja 2017 M | 0 | 0 | 0 | $0 |
| Andreas Bechtolsheim | Posiadacz 10% | 17 września 2026 S | 180 543 048 | 0 | 127 | $-579 351 835 |
| 2010 David R Cheriton Irrevocable Trust dtd July 27, 2010 | Posiadacz 10% | 27 maja 2016 S | 6 762 981 | 0 | 0 | $0 |
| Mark Stephen Smith | · | 15 lutego 2017 M | 63 100 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 168 funduszy 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 |
|---|---|---|---|---|
| IYZ · iShares Trust | 12,55% | 809 806 SH | 11 września 2026 | Dziennie |
| AIFD · TCW ETF Trust | 5,90% | 40 972 NS | 31 lipca 2026 | N-PORT |
| IDGT · iShares Trust | 5,52% | 148 527 SH | 11 września 2026 | Dziennie |
| FDND · First Trust Exchange-Traded Fund IV | 4,75% | 2 567 NS | 31 lipca 2026 | N-PORT |
| PWRD · TCW ETF Trust | 4,05% | 326 610 NS | 31 lipca 2026 | N-PORT |
| GPTY · Tidal Trust II | 3,89% | 21 950 NS | 31 lipca 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 3,84% | 8 291 NS | 31 lipca 2026 | N-PORT |
| BRNY · EA Series Trust | 3,68% | 118 253 NS | 31 lipca 2026 | N-PORT |
| IWLG · New York Life Investments Active ET… | 3,52% | 60 865 NS | 31 lipca 2026 | N-PORT |
| NEWZ · EA Series Trust | 3,48% | 3 770 NS | 31 lipca 2026 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 3,32% | 17 206 NS | 31 lipca 2026 | N-PORT |
| CAML · Professionally Managed Portfolios | 3,13% | 64 034 NS | 31 lipca 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 2,86% | 151 526 NS | 31 lipca 2026 | N-PORT |
| ARTY · iShares Trust | 2,74% | 581 832 SH | 11 września 2026 | Dziennie |
| HFGO · Hartford Funds Exchange-Traded Trust | 2,71% | 30 240 NS | 31 lipca 2026 | N-PORT |
| TEC · Harbor ETF Trust | 2,68% | 945 NS | 31 lipca 2026 | N-PORT |
| ESLG · Strategy Shares | 2,48% | 3 203 NS | 31 lipca 2026 | N-PORT |
| ABFL · Abacus FCF ETF Trust | 2,43% | 70 890 NS | 31 lipca 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 2,40% | 5 606 NS | 31 lipca 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 2,38% | 14 861 NS | 31 lipca 2026 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 2,37% | 236 623 SH | 2 października 2026 | Dziennie |
| LCLG · Advisors Series Trust | 2,36% | 14 108 NS | 31 lipca 2026 | N-PORT |
| IETC · iShares U.S. ETF Trust | 2,30% | 83 459 SH | 11 września 2026 | Dziennie |
| KNCT · Invesco Exchange-Traded Fund Trust | 2,20% | 17 891 SH | 2 października 2026 | Dziennie |
| CHAT · Tidal Trust II | 2,17% | 213 262 NS | 31 lipca 2026 | N-PORT |
| FGSI · First Trust Exchange-Traded Fund IV | 2,08% | 239 NS | 31 lipca 2026 | N-PORT |
| RPG · Invesco Exchange-Traded Fund Trust | 2,05% | 195 154 SH | 2 października 2026 | Dziennie |
| NUGO · Nushares ETF Trust | 1,85% | 249 937 NS | 31 lipca 2026 | N-PORT |
| SAWG · ETF Series Solutions | 1,80% | 287 NS | 31 lipca 2026 | N-PORT |
| EQTY · Valued Advisers Trust | 1,78% | 140 696 NS | 31 lipca 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 1,74% | 125 960 SH | 2 października 2026 | Dziennie |
| TGLB · T. Rowe Price Exchange-Traded Funds… | 1,68% | 2 439 NS | 31 lipca 2026 | N-PORT |
| FMAG · FIDELITY COVINGTON TRUST | 1,66% | 22 660 NS | 31 lipca 2026 | N-PORT |
| SOVF · Elevation Series Trust | 1,51% | 7 328 NS | 31 lipca 2026 | N-PORT |
| VEGN · ETF Series Solutions | 1,50% | 14 762 NS | 31 lipca 2026 | N-PORT |
| ALTL · Pacer Funds Trust | 1,49% | 7 620 NS | 31 lipca 2026 | N-PORT |
| JHAI · Janus Detroit Street Trust | 1,49% | 1 928 NS | 31 lipca 2026 | N-PORT |
| QUAL · iShares Trust | 1,46% | 3 607 919 SH | 11 września 2026 | Dziennie |
| PWB · Invesco Exchange-Traded Fund Trust | 1,45% | 194 183 SH | 2 października 2026 | Dziennie |
| IWFG · New York Life Investments Active ET… | 1,39% | 4 651 NS | 31 lipca 2026 | N-PORT |
| RSPT · Invesco Exchange-Traded Fund Trust | 1,36% | 411 589 SH | 2 października 2026 | Dziennie |
| COWG · Pacer Funds Trust | 1,32% | 161 406 NS | 31 lipca 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 1,32% | 11 120 NS | 31 lipca 2026 | N-PORT |
| GARP · iShares Trust | 1,31% | 211 935 SH | 11 września 2026 | Dziennie |
| HAPI · Harbor ETF Trust | 1,30% | 35 369 NS | 31 lipca 2026 | N-PORT |
| GRZZ · Tidal Trust II | 1,30% | 2 401 NS | 31 lipca 2026 | N-PORT |
| SEMI · Columbia ETF Trust I | 1,17% | 2 442 NS | 31 lipca 2026 | N-PORT |
| LCOW · Pacer Funds Trust | 1,15% | 1 648 NS | 31 lipca 2026 | N-PORT |
| XOEF · iShares Trust | 1,10% | 1 295 SH | 11 września 2026 | Dziennie |
| EQWL · Invesco Exchange-Traded Fund Trust | 1,08% | 145 987 SH | 2 października 2026 | Dziennie |
| SPHB · Invesco Exchange-Traded Fund Trust … | 1,05% | 49 565 SH | 2 października 2026 | Dziennie |
| LRND · New York Life Investments ETF Trust | 1,02% | 22 609 NS | 31 lipca 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 1,01% | 4 188 NS | 31 lipca 2026 | N-PORT |
| WINN · Harbor ETF Trust | 1,00% | 62 537 NS | 31 lipca 2026 | N-PORT |
| TECL · Direxion Shares ETF Trust | 0,89% | 252 254 NS | 31 lipca 2026 | N-PORT |
| IGM · iShares Trust | 0,87% | 487 190 SH | 11 września 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,84% | 926 226 NS | 31 lipca 2026 | N-PORT |
| JOET · Virtus ETF Trust II | 0,84% | 11 315 NS | 31 lipca 2026 | N-PORT |
| MTUM · iShares Trust | 0,83% | 1 070 457 SH | 11 września 2026 | Dziennie |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,83% | 60 518 NS | 31 lipca 2026 | N-PORT |
| USXF · iShares Trust | 0,82% | 63 585 SH | 11 września 2026 | Dziennie |
| VFQY · VANGUARD WELLINGTON FUND | 0,80% | 22 442 SH | 19 sierpnia 2026 | Dziennie |
| ESUM · Strategy Shares | 0,79% | 8 019 NS | 31 lipca 2026 | N-PORT |
| ALRG · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 0,77% | 358 NS | 31 lipca 2026 | N-PORT |
| MGK · VANGUARD WORLD FUND | 0,76% | 1 498 017 SH | 19 sierpnia 2026 | Dziennie |
| VGT · VANGUARD WORLD FUND | 0,74% | 7 393 453 SH | 19 sierpnia 2026 | Dziennie |
| IXN · iShares Trust | 0,71% | 351 653 SH | 11 września 2026 | Dziennie |
| IWY · iShares Trust | 0,70% | 573 765 SH | 11 września 2026 | Dziennie |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,68% | 156 227 SH | 2 października 2026 | Dziennie |
| TRFM · ETF Series Solutions | 0,66% | 9 039 NS | 31 lipca 2026 | N-PORT |
| FFLC · FIDELITY COVINGTON TRUST | 0,65% | 43 508 NS | 31 lipca 2026 | N-PORT |
| AQLT · iShares Trust | 0,65% | 11 182 SH | 11 września 2026 | Dziennie |
| PALC · Pacer Funds Trust | 0,65% | 7 537 NS | 31 lipca 2026 | N-PORT |
| FFLG · FIDELITY COVINGTON TRUST | 0,62% | 20 379 NS | 31 lipca 2026 | N-PORT |
| ILCG · iShares Trust | 0,61% | 100 120 SH | 11 września 2026 | Dziennie |
| IWF · iShares Trust | 0,60% | 3 925 038 SH | 11 września 2026 | Dziennie |
| JGLO · J.P. Morgan Exchange-Traded Fund Tr… | 0,60% | 221 405 NS | 31 lipca 2026 | N-PORT |
| EGUS · iShares Trust | 0,60% | 872 SH | 11 września 2026 | Dziennie |
| FBUF · Fidelity Greenwood Street Trust | 0,59% | 777 NS | 31 lipca 2026 | N-PORT |
| PEVC · Pacer Funds Trust | 0,55% | 73 NS | 31 lipca 2026 | N-PORT |
| IVW · iShares Trust | 0,55% | 2 202 206 SH | 11 września 2026 | Dziennie |
| USMV · iShares Trust | 0,55% | 686 030 SH | 11 września 2026 | Dziennie |
| IUSG · iShares Trust | 0,52% | 909 094 SH | 11 września 2026 | Dziennie |
| VUG · VANGUARD INDEX FUNDS | 0,52% | 11 522 928 SH | 19 sierpnia 2026 | Dziennie |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,52% | 1 653 713 SH | 19 sierpnia 2026 | Dziennie |
| SPTE · SP Funds Trust | 0,50% | 5 878 NS | 31 lipca 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,50% | 6 032 NS | 31 lipca 2026 | N-PORT |
| VOOG · VANGUARD ADMIRAL FUNDS | 0,49% | 767 280 SH | 19 sierpnia 2026 | Dziennie |
| OEI · Listed Funds Trust | 0,49% | 1 253 NS | 31 lipca 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,48% | 18 812 SH | 2 października 2026 | Dziennie |
| SUSA · iShares Trust | 0,48% | 102 206 SH | 11 września 2026 | Dziennie |
| GLBL · Pacer Funds Trust | 0,46% | 28 NS | 31 lipca 2026 | N-PORT |
| LRGF · iShares Trust | 0,45% | 87 486 SH | 11 września 2026 | Dziennie |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,44% | 113 577 NS | 31 lipca 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,44% | 11 125 NS | 31 lipca 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0,43% | 6 514 NS | 31 lipca 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0,43% | 140 472 NS | 31 lipca 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,41% | 13 154 NS | 31 lipca 2026 | N-PORT |
| ESG · FlexShares Trust | 0,41% | 2 970 NS | 31 lipca 2026 | N-PORT |
| QLC · FlexShares Trust | 0,38% | 21 504 NS | 31 lipca 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,38% | 33 179 NS | 31 lipca 2026 | N-PORT |
| USCL · iShares Trust | 0,38% | 56 649 SH | 11 września 2026 | Dziennie |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,37% | 29 964 SH | 2 października 2026 | Dziennie |
| WRND · New York Life Investments ETF Trust | 0,36% | 210 NS | 31 lipca 2026 | N-PORT |
| TOPC · iShares Trust | 0,36% | 627 SH | 11 września 2026 | Dziennie |
| GLOF · iShares Trust | 0,36% | 3 820 SH | 11 września 2026 | Dziennie |
| IWL · iShares Trust | 0,35% | 40 577 SH | 11 września 2026 | Dziennie |
| MGC · VANGUARD WORLD FUND | 0,34% | 214 208 SH | 19 sierpnia 2026 | Dziennie |
| ACIO · ETF Series Solutions | 0,34% | 44 055 NS | 31 lipca 2026 | N-PORT |
| XVV · iShares Trust | 0,33% | 11 882 SH | 11 września 2026 | Dziennie |
| ADME · ETF Series Solutions | 0,33% | 5 387 NS | 31 lipca 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,33% | 185 289 SH | 2 października 2026 | Dziennie |
| PBP · Invesco Exchange-Traded Fund Trust | 0,33% | 6 229 SH | 2 października 2026 | Dziennie |
| INFO · Harbor ETF Trust | 0,32% | 14 830 NS | 31 lipca 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0,32% | 102 NS | 31 lipca 2026 | N-PORT |
| ESGU · iShares Trust | 0,31% | 291 450 SH | 11 września 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,30% | 236 126 SH | 19 sierpnia 2026 | Dziennie |
| ESLV · Strategy Shares | 0,30% | 237 NS | 31 lipca 2026 | N-PORT |
| IVV · iShares Trust | 0,30% | 13 014 770 SH | 11 września 2026 | Dziennie |
| ILCB · iShares Trust | 0,29% | 19 958 SH | 11 września 2026 | Dziennie |
| PTLC · Pacer Funds Trust | 0,29% | 52 441 NS | 31 lipca 2026 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0,29% | 1 250 021 SH | 19 sierpnia 2026 | Dziennie |
| TOV · EA Series Trust | 0,29% | 4 214 NS | 31 lipca 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,29% | 87 651 NS | 31 lipca 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,29% | 141 707 NS | 31 lipca 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,29% | 17 382 NS | 31 lipca 2026 | N-PORT |
| IWB · iShares Trust | 0,28% | 722 895 SH | 11 września 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,28% | 323 815 NS | 31 lipca 2026 | N-PORT |
| IYY · iShares Trust | 0,28% | 44 274 SH | 11 września 2026 | Dziennie |
| PHDG · Invesco Actively Managed Exchange-T… | 0,27% | 825 SH | 2 października 2026 | Dziennie |
| PABU · iShares Trust | 0,27% | 35 972 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,27% | 287 959 SH | 11 września 2026 | Dziennie |
| VOO · VANGUARD INDEX FUNDS | 0,27% | 26 820 388 SH | 19 sierpnia 2026 | Dziennie |
| SPUU · Direxion Shares ETF Trust | 0,27% | 3 896 NS | 31 lipca 2026 | N-PORT |
| ITOT · iShares Trust | 0,27% | 1 342 178 SH | 11 września 2026 | Dziennie |
| QDPL · Pacer Funds Trust | 0,26% | 24 855 NS | 31 lipca 2026 | N-PORT |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,26% | 172 673 SH | 19 sierpnia 2026 | Dziennie |
| ESMV · iShares Trust | 0,25% | 103 SH | 11 września 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,25% | 33 984 398 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,24% | 87 932 SH | 19 sierpnia 2026 | Dziennie |
| SIZE · iShares Trust | 0,24% | 5 376 SH | 11 września 2026 | Dziennie |
| TOK · iShares Trust | 0,24% | 2 954 SH | 11 września 2026 | Dziennie |
| JOYT · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 1 271 NS | 31 lipca 2026 | N-PORT |
| HCMT · Direxion Shares ETF Trust | 0,23% | 7 185 NS | 31 lipca 2026 | N-PORT |
| URTH · iShares, Inc. | 0,22% | 95 744 SH | 11 września 2026 | Dziennie |
| RSP · Invesco Exchange-Traded Fund Trust | 0,22% | 1 012 686 SH | 2 października 2026 | Dziennie |
| SPXL · Direxion Shares ETF Trust | 0,22% | 80 725 NS | 31 lipca 2026 | N-PORT |
| XT · iShares Trust | 0,21% | 42 509 SH | 11 września 2026 | Dziennie |
| EUSA · iShares, Inc. | 0,21% | 20 926 SH | 11 września 2026 | Dziennie |
| CRBN · iShares Trust | 0,20% | 12 569 SH | 11 września 2026 | Dziennie |
| HQGO · Lattice Strategies Trust | 0,20% | 549 NS | 31 lipca 2026 | N-PORT |
| ACWI · iShares Trust | 0,20% | 340 704 SH | 11 września 2026 | Dziennie |
| TILT · FlexShares Trust | 0,19% | 22 752 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,18% | 126 015 NS | 31 lipca 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,17% | 6 760 NS | 31 lipca 2026 | N-PORT |
| PWS · Pacer Funds Trust | 0,16% | 214 NS | 31 lipca 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,15% | 18 055 SH | 19 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,15% | 872 883 SH | 19 sierpnia 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,15% | 18 779 NS | 31 lipca 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,12% | 46 912 NS | 31 lipca 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,12% | 5 717 SH | 2 października 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,11% | 20 366 NS | 31 lipca 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,06% | 30 449 SH | 2 października 2026 | Dziennie |
| DYNF · BlackRock ETF Trust | 0,06% | 136 577 SH | 11 września 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,06% | 164 005 NS | 31 lipca 2026 | N-PORT |
| HEQQ · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 97 NS | 31 lipca 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,06% | 27 237 SH | 2 października 2026 | Dziennie |
| HDUS · Lattice Strategies Trust | 0,03% | 369 NS | 31 lipca 2026 | N-PORT |
ANET Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
29 analityków · 2026-10-03Średnia cel $242.21 +16,8%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| ANET | $164.64B | 47.6 | 28.6% | 39.0% | 30.2% | 64.1% |
| CSCO | $450.51B | 34.3 | 11.8% | 20.9% | 27.1% | 64.5% |
| LITE | $72.38B | -8.8 | 83.2% | -230.1% | -252.6% | 41.7% |
| MSI | $63.52B | 30.1 | 8.0% | 18.4% | 104.7% | 51.7% |
| CIEN | $26.78B | 223.4 | 18.8% | 2.6% | 4.5% | 42.0% |
| UI | $32.32B | 33.7 | 27.2% | 29.3% | 78.2% | 46.2% |
| FFIV | $18.64B | 27.4 | 9.7% | 22.4% | 20.1% | 81.4% |
| VIAV | $11.76B | -366.4 | 40.0% | -2.0% | -2.7% | 57.7% |
| VSAT | $6.25B | -183.2 | 2.7% | -0.73% | -0.74% | · |
| AAOI | $2.61B | -54.5 | 82.8% | -8.4% | -6.6% | 30.0% |
| ONDS | $3.72B | -15.7 | 605.3% | -260.7% | -57.0% | 39.7% |
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