CGNX Cognex Corporation - Common Stock
NASDAQ · Electrical Equipment · Wyświetl na SEC EDGAR ↗ zamknij Paź 5, 2026 10-K/10-Q Sie 6, 2026CGNX Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
CGNX Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.
| Data ex-dywidendy | Podział | Typ |
|---|---|---|
| 4 grudnia 2017 | 2-for-1 | Naprzód |
| 17 września 2013 | 2-for-1 | Naprzód |
| 19 grudnia 1995 | 2-for-1 | Naprzód |
| 1 października 1993 | 2-for-1 | Naprzód |
| 18 lutego 1992 | 2-for-1 | Naprzód |
O Cognex Corporation - Common Stock Przegląd firmy z Wikipedii
Cognex Corporation is an American manufacturer of machine vision systems, software and sensors used in automated manufacturing to inspect and identify parts, detect defects, verify product assembly, and guide assembly robots. Cognex is headquartered in Natick, Massachusetts, USA and has offices in more than 20 countries.
Cognex began exploring commercial applications of machine vision in the early 1980s. In the 1990s, Cognex's business grew due to a demand for machine vision tools to help automate semiconductor and electronics manufacturing. While semiconductor manufacturing remains an important market for Cognex, it has expanded to general manufacturing applications.
The company's product portfolio includes In-Sight, VisionPro software, and DataMan.
History
Cognex Corporation was founded in 1981 by Robert J. Shillman, a lecturer in human visual perception at the Massachusetts Institute of Technology, and two MIT graduate students, Bill Silver and Marilyn Matz. Cognex stands for "Cognition Experts."
The company's first vision system, DataMan, was introduced in 1982. DataMan was an optical character recognition (OCR) system designed to read, verify, and assure the quality of letters, numbers, and symbols printed on products and components. The company's first customer was a typewriter manufacturer that purchased DataMan to read letters on typewriter keys and ensure that they were located in the correct position.
In 1989, Cognex went public on the NASDAQ exchange for $1.38 per share—within a year, the stock price had tripled.
In 1995, Cognex purchased Acumen, a U.S. based developer of wafer identification systems.
In 2004, the company won an intellectual property victory when a federal judge ruled in Cognex's favor in a patent lawsuit brought against the estate of the inventor Jerome H. Lemelson, who had filed dozens of submarine patents, some of which purported to cover machine vision processes. The machine vision-related patents were held invalid. The ruling was upheld by the Court of Appeals for the Federal Circuit.
Cognex sold off its in-vehicle product in 2007, citing concerns about profitability and intellectual property issues.[link removed]
In 2015 Cognex sold off its Surface Vision Division and the associated range of products SmartView (web inspection), Vision Gear (slit inspection), Smart Advisor (process surveillance, web monitoring) and VisionPro Surface to Ametek Inc. for approximately 160M US$. The sold division represented about 12% of Cognex in terms of revenue and number of employees.
In April 2017 Cognex acquired ViDi Systems, a Swiss-based provider of deep learning software for industrial machine vision applications. In October 2019 Cognex acquired Sualab, a Korean-based developer of vision software using deep learning for industrial applications.
During summer 2020 Cognex laid off 8% of its headcount (190 employees). In December 2020 Cognex announced payment of $2 dividend per share. In the press release explaining this special dividend the chairman, Robert J. Shillman, referred to one of the company's mottos, to explain the highest dividend paid out in the company's history. This motto being: “When Cognex wins, we all win”.
On February 11, 2021, Cognex announced the resignation of Robert Shillman from the company's board of directors and as an executive officer of Cognex, effective May 5, 2021.
Products
Some of the products produced by Cognex are:
In-Sight - a vision system that combines a camera, software and processor into one compact unit. In April 2020, Cognex introduced the In-Sight D900 embedded vision system, which features deep learning software inside an In-Sight industrial-grade smart camera. The system is designed to solve complex in-line inspection applications including optical character recognition (OCR), assembly verification, and defect detection.
VisionPro vision software.
DataMan - a family of fixed mount and handheld ID readers used to identify and track items by reading 1D and 2D Data Matrix codes.
3D Sensors
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 | CGNX | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 62.3średnia z 5 lat ≈52.6 | ≈52.6 | 34.7 | Zawyżona wycena | |
| P/S | 10.9średnia z 5 lat ≈8.5 | ≈8.5 | 4.4 | Zawyżona wycena | |
| P/B | 7.2średnia z 5 lat ≈5.6 | ≈5.6 | 3.8 | Wartość godziwa | |
| Price / FCF (Cena / FCF) | 45.6średnia z 5 lat ≈46.5 | ≈46.5 | · | · | |
| Price / Cash Flow (Cena / Przepływy pieniężne) | 44.0średnia z 5 lat ≈41.2 | ≈41.2 | 22.3 | Wartość godziwa | |
| Price / Tangible Book (Cena / Wartość księgowa materialna) | 10.5średnia z 5 lat ≈7.5 | ≈7.5 | · | · |
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 | CGNX | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 68.9%średnia z 5 lat ≈70.4% | ≈70.4% | 45.6% | Najwyższa półka | |
| Marża Operacyjna (TTM) | 21.9%średnia z 5 lat ≈19.9% | ≈19.9% | 18.6% | Najwyższa półka | |
| EBITDA Margin (Marża EBITDA) | 16.4%średnia z 5 lat ≈19.9% | ≈19.9% | 19.6% | Najwyższa półka | |
| Marża przed opodatkowaniem (TTM) | 23.7%średnia z 5 lat ≈20.9% | ≈20.9% | 16.1% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 16.1%średnia z 5 lat ≈17.0% | ≈17.0% | 11.7% | Najwyższa półka | |
| ROA | 5.7%średnia z 5 lat ≈8.5% | ≈8.5% | 6.1% | Słaby | |
| ROE | 7.6%średnia z 5 lat ≈11.3% | ≈11.3% | 11.5% | Słaby | |
| ROIC | 6.8%średnia z 5 lat ≈10.9% | ≈10.9% | 8.0% | Słaby |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | CGNX | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Current Ratio (Wskaźnik bieżący) | 3.8średnia z 5 lat ≈3.8 | ≈3.8 | 2.3 | Silna płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 2.2średnia z 5 lat ≈1.9 | ≈1.9 | 1.3 | Silna płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | CGNX | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 8.7%średnia z 5 lat ≈5.2% | ≈5.2% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | -0.39%średnia z 5 lat ≈-1.1% | ≈-1.1% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 4.2% | · | · | · | |
| EPS YoY | 9.7%średnia z 5 lat ≈-1.4% | ≈-1.4% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 7.8%średnia z 5 lat ≈-2.0% | ≈-2.0% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | -17.9%średnia z 5 lat ≈-19.3% | ≈-19.3% | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | -7.4% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | -19.0%średnia z 5 lat ≈-20.1% | ≈-20.1% | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | -8.3% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | CGNX | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.5średnia z 5 lat ≈0.5 | ≈0.5 | 0.6 | Słaby | |
| Inventory Turnover (Rotacja zapasów) | 2.2średnia z 5 lat ≈2.3 | ≈2.3 | 3.5 | Słaby | |
| Receivables Turnover (Rotacja należności) | 6.9średnia z 5 lat ≈7.4 | ≈7.4 | 6.7 | Zgodnie z | |
| Revenue / Employee (Przychody / pracownika) | ≈$362.2K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota | Waluta | Stopa zwrotu |
|---|---|---|---|
| Sie 20, 2026 | $0,09 | USD | ≈0.57% |
| Maj 21, 2026 | $0,09 | USD | ≈0.52% |
| Lut 26, 2026 | $0,09 | USD | ≈0.60% |
| Lis 13, 2025 | $0,09 | USD | ≈0.88% |
| Sie 14, 2025 | $0,08 | USD | ≈0.73% |
| Maj 15, 2025 | $0,08 | USD | ≈1.00% |
| Lut 27, 2025 | $0,08 | USD | ≈0.95% |
| Lis 14, 2024 | $0,08 | USD | ≈0.75% |
| Sie 15, 2024 | $0,08 | USD | ≈0.76% |
| Maj 15, 2024 | $0,08 | USD | ≈0.62% |
| Lut 28, 2024 | $0,08 | USD | ≈0.76% |
| Lis 16, 2023 | $0,08 | USD | ≈0.78% |
| Sie 17, 2023 | $0,07 | USD | ≈0.60% |
| Maj 18, 2023 | $0,07 | USD | ≈0.53% |
| Mar 2, 2023 | $0,07 | USD | ≈0.57% |
| Lis 17, 2022 | $0,07 | USD | ≈0.54% |
| Sie 18, 2022 | $0,07 | USD | ≈0.55% |
| Maj 19, 2022 | $0,07 | USD | ≈0.54% |
| Mar 3, 2022 | $0,07 | USD | ≈0.37% |
| Lis 18, 2021 | $0,07 | USD | ≈2.8% |
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Lip 28, 2026 | $0.45 | $0.43 | 4.0% |
| 31 marca 2026 | $0.34 | $0.25 | 34.1% | |
| 31 grudnia 2025 | $0.27 | $0.23 | 20.0% | |
| 30 września 2025 | $0.33 | $0.29 | 11.9% | |
| 30 czerwca 2025 | $0.25 | $0.24 | 3.7% | |
| 31 marca 2025 | $0.16 | $0.13 | 18.9% |
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 | $994M | $915M | $838M | $1.01B | $1.04B | $811M | $726M | $806M | $766M | $530M | $451M | $426M | |
| Cost of Revenue | $329M | $289M | $236M | $284M | $277M | $206M | $190M | $206M | $187M | $131M | $103M | $94M | |
| Gross Profit | $665M | $626M | $601M | $722M | $760M | $605M | $536M | $600M | $579M | $398M | $348M | $332M | |
| R&D Expense | $139M | $140M | $139M | $141M | $135M | $131M | $119M | $116M | $99M | $78M | $70M | $56M | |
| SG&A Expense | $364M | $371M | $339M | $312M | $309M | $268M | $274M | $263M | $221M | $166M | $157M | $149M | |
| Operating Income | $163M | $115M | $131M | $246M | $315M | $171M | $143M | $221M | $259M | $154M | $122M | $128M | |
| Other Non-op | $7M | $922.0K | $592.0K | $-412.0K | $-591.0K | $-309.0K | $1M | $-219.0K | $-338.0K | $871.0K | $645.0K | $-283.0K | |
| Pretax Income | $183M | $131M | $135M | $251M | $319M | $187M | $163M | $235M | $266M | $162M | $127M | $132M | |
| Income Tax | $68M | $25M | $22M | $35M | $39M | $11M | $-41M | $15M | $90M | $18M | $19M | $21M | |
| Net Income | $114M | $106M | $113M | $216M | $280M | $176M | $204M | $219M | $177M | $144M | $187M | $121M | |
| EPS (Basic) | $0.68 | $0.62 | $0.66 | $1.24 | $1.59 | $1.02 | $1.19 | $1.27 | $1.02 | $0.84 | $1.08 | $1.40 | |
| EPS (Diluted) | $0.68 | $0.62 | $0.65 | $1.23 | $1.56 | $1.00 | $1.16 | $1.24 | $0.98 | $0.83 | $1.06 | $1.36 | |
| Shares (Basic) | 168,049,000 | 171,438,000 | 172,249,000 | 173,407,000 | 176,463,000 | 173,489,000 | 171,194,000 | 172,333,000 | 173,287,000 | 170,676,000 | 172,592,000 | 86,858,000 | |
| Shares (Diluted) | 169,367,000 | 172,611,000 | 173,399,000 | 174,869,000 | 179,916,000 | 176,592,000 | 175,269,000 | 177,406,000 | 179,551,000 | 174,144,000 | 175,982,000 | 89,071,000 | |
| EBITDA | $163M | $115M | $131M | $246M | $315M | $171M | $143M | $221M | $259M | $161M | $122M | $144M |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $263M | $186M | $203M | $181M | $186M | $269M | $171M | $108M | $107M | $80M | $52M | $56M | |
| Receivables | $147M | $143M | $114M | $125M | $130M | $126M | $103M | $119M | $119M | $55M | $43M | $40M | |
| Inventory | $138M | $158M | $162M | $122M | $113M | $61M | $60M | $83M | $68M | $27M | $37M | $29M | |
| Prepaid Expense | $59M | $63M | $68M | $67M | $69M | $37M | $27M | $34M | $31M | $21M | $16M | $18M | |
| Current Assets | $697M | $613M | $679M | $718M | $640M | $602M | $607M | $780M | $630M | $526M | $444M | $272M | |
| PP&E (Net) | $86M | $98M | $106M | $80M | $78M | $79M | $89M | $91M | $78M | $54M | $53M | $46M | |
| PP&E (Gross) | $226M | $226M | $206M | $175M | $175M | $181M | $194M | $183M | $158M | $123M | $114M | $101M | |
| Accum. Depreciation | $140M | $127M | $100M | $95M | $97M | $102M | $105M | $92M | $80M | $70M | $61M | $55M | |
| Goodwill | $386M | $385M | $393M | $243M | $242M | $244M | $243M | $113M | $113M | $95M | $81M | $77M | |
| Intangibles | $81M | $91M | $113M | $12M | $12M | $16M | $39M | $39M | $13M | $8M | $6M | $10M | |
| Other Non-current Assets | $5M | $5M | $7M | $7M | $7M | $8M | $6M | $4M | $2M | $2M | $3M | $2M | |
| Total Assets | $2.02B | $1.99B | $2.02B | $1.96B | $2.00B | $1.80B | $1.89B | $1.29B | $1.29B | $1.04B | $888M | $822M | |
| Accounts Payable | $50M | $38M | $21M | $27M | $44M | $16M | $18M | $16M | $23M | $10M | $8M | $17M | |
| Accrued Liabilities | $91M | $72M | $72M | $93M | $92M | $77M | $52M | $60M | $68M | $43M | $33M | $36M | |
| Current Liabilities | $184M | $169M | $152M | $188M | $189M | $132M | $120M | $91M | $113M | $66M | $54M | $81M | |
| Capital Leases | $65M | $61M | $69M | $31M | $18M | $18M | $12M | $0 | · | · | · | · | |
| Deferred Tax | $251M | $217M | $247M | $250M | $294M | $315M | $332M | $962.0K | $312.0K | $0 | $319.0K | $2M | |
| Other Non-current Liabilities | $1M | $1M | $299.0K | $2M | $15M | $10M | $2M | $4M | $6M | $5M | $3M | $0 | |
| Total Liabilities | $525M | $475M | $513M | $520M | $574M | $538M | $530M | $154M | $192M | $76M | $62M | $85M | |
| Retained Earnings | $406M | $499M | $513M | $528M | $563M | $488M | $753M | $646M | $669M | $645M | $573M | $524M | |
| AOCI | $-53M | $-73M | $-45M | $-69M | $-48M | $-34M | $-37M | $-41M | $-35M | $-56M | $-52M | $-39M | |
| Stockholders' Equity | $1.49B | $1.52B | $1.50B | $1.44B | $1.43B | $1.26B | $1.36B | $1.14B | $1.10B | $963M | $832M | $736M | |
| Liabilities + Equity | $2.02B | $1.99B | $2.02B | $1.96B | $2.00B | $1.80B | $1.89B | $1.29B | $1.29B | $1.04B | $888M | $822M | |
| Shares Outstanding | 166,997,000 | 170,434,000 | 171,599,000 | 172,631,000 | 175,481,000 | 175,790,000 | 172,440,000 | 170,820,000 | 173,507,000 | 84,856,000 | 84,856,000 | 86,542,000 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | · | · | · | · | $12M | |
| Stock-based Comp | · | · | · | · | · | $1M | · | · | · | · | · | · | |
| Deferred Tax | $40M | $-20M | $-20M | $-29M | $-3M | $-4M | $-90M | $-745.0K | $1M | $-3M | $-2M | $-3M | |
| Amort. of Intangibles | $11M | $11M | $5M | $3M | $4M | $4M | $3M | $3M | $3M | $3M | $4M | $4M | |
| Restructuring | · | $0 | $0 | $2M | $0 | $16M | $0 | $0 | · | · | · | · | |
| Operating Cash Flow | $246M | $149M | $113M | $243M | $314M | $242M | $253M | $223M | $224M | $182M | $128M | $164M | |
| CapEx | $9M | $15M | $23M | $20M | $15M | $13M | $22M | $37M | $29M | $13M | $18M | $21M | |
| Investing Cash Flow | $28M | $-39M | $32M | $-4M | $-253M | $169M | $-157M | $-11M | $-106M | $-122M | $-11M | $-104M | |
| Stock Repurchased | $151M | $67M | $80M | $204M | $162M | $51M | $62M | $204M | $124M | $47M | $126M | $60M | |
| Net Stock Activity | $-151M | $-67M | $-80M | $-204M | $-162M | $-51M | $-62M | $-204M | $-124M | $-47M | $-126M | $-60M | |
| Dividends Paid | $55M | $52M | $49M | $46M | $43M | $391M | $35M | $32M | $29M | $25M | $18M | $0 | |
| Financing Cash Flow | $-207M | $-118M | $-126M | $-240M | $-142M | $-317M | $-32M | $-210M | $-100M | $-29M | $-117M | $-43M | |
| Net Change in Cash | $77M | $-17M | $21M | $-5M | $-83M | $98M | $63M | $2M | $27M | $28M | $-4M | $15M | |
| Taxes Paid | $42M | $60M | $57M | $57M | $49M | $34M | $13M | $41M | $12M | $21M | $58M | $18M | |
| Free Cash Flow | $237M | $134M | $90M | $224M | $299M | $229M | $231M | $186M | $196M | $169M | $100M | $135M |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 66.9% | 68.4% | 71.8% | 71.8% | 73.3% | 74.6% | 73.9% | 74.5% | 77.5% | 77.8% | 77.2% | 75.1% | |
| Operating Margin | 16.4% | 12.6% | 15.6% | 24.5% | 30.4% | 21.0% | 19.7% | 27.4% | 34.7% | 30.9% | 27.0% | 29.5% | |
| Net Margin | 11.5% | 11.6% | 13.5% | 21.4% | 27.0% | 21.7% | 28.1% | 27.2% | 23.7% | 28.7% | 41.5% | 25.0% | |
| Pretax Margin | 18.4% | 14.4% | 16.2% | 24.9% | 30.8% | 23.1% | 22.5% | 29.1% | 35.7% | 32.4% | 28.2% | 30.3% | |
| EBITDA Margin | 16.4% | 12.6% | 15.6% | 24.5% | 30.4% | 21.0% | 19.7% | 27.4% | 34.7% | 30.9% | 27.0% | 29.5% | |
| ROA | 5.7% | 5.3% | 5.7% | 10.9% | 14.7% | 9.6% | 12.8% | 17.0% | 15.2% | 15.5% | 21.9% | 15.9% | |
| ROE | 7.6% | 6.9% | 7.6% | 15.2% | 19.1% | 12.7% | 15.7% | 19.2% | 17.2% | 16.7% | 23.9% | 17.6% | |
| ROIC | 6.8% | 6.1% | 7.3% | 14.7% | 19.3% | 12.7% | 13.2% | 18.2% | 15.7% | 14.8% | 12.5% | 16.1% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.8 | 3.6 | 4.5 | 3.8 | 3.4 | 4.5 | 5.0 | 8.5 | 5.6 | 8.0 | 8.4 | 3.3 | |
| Quick Ratio | 2.2 | 1.9 | 2.1 | 1.6 | 1.7 | 3.0 | 2.3 | 2.5 | 2.0 | 2.1 | 1.8 | 1.3 |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.4 | 0.5 | 0.5 | 0.4 | 0.5 | 0.6 | 0.6 | 0.5 | 0.5 | 0.6 | |
| Inventory Turnover | 2.2 | 1.8 | 1.7 | 2.4 | 3.2 | 3.4 | 2.6 | 2.7 | 3.6 | 3.6 | 3.1 | 4.0 | |
| Receivables Turnover | 6.9 | 7.1 | 7.0 | 7.9 | 8.1 | 7.1 | 6.5 | 6.8 | 8.6 | 10.6 | 10.9 | 9.4 |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $8.93 | $8.90 | $8.77 | $8.33 | $8.15 | $7.18 | $7.86 | $6.65 | $12.75 | $11.20 | $9.73 | $8.51 | |
| Revenue / Share | $5.87 | $5.30 | $4.83 | $5.75 | $5.76 | $4.59 | $4.14 | $4.55 | $4.17 | $5.98 | $5.12 | $5.46 | |
| Cash Flow / Share | $1.45 | $0.86 | $0.65 | $1.39 | $1.75 | $1.37 | $1.44 | $1.26 | $1.25 | $2.09 | $1.35 | $1.75 | |
| Cash / Share | $1.57 | $1.09 | $1.18 | $1.05 | $1.06 | $1.53 | $0.99 | $0.63 | $1.24 | $0.93 | $0.61 | $0.64 | |
| Dividend Paid / Share | $0.33 | $0.30 | $0.29 | $0.27 | $0.24 | $2.23 | $0.20 | $0.18 | $0.17 | $0.15 | $0.11 | $0.00 | |
| EPS (TTM) | $0.68 | $0.62 | $0.65 | $1.23 | $1.56 | $1.00 | $1.16 | $1.24 | $0.98 | $0.83 | $1.06 | $1.36 |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.7% | 9.2% | -16.8% | -3.0% | 27.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.39% | -4.1% | 1.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 9.7% | -4.6% | -47.1% | -21.1% | 56.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -17.9% | -26.5% | -13.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -7.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 7.8% | -6.2% | -47.5% | -23.0% | 58.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -19.0% | -27.6% | -13.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -8.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -32.5% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $994M | $915M | $838M | $1.01B | $1.04B | $811M | $726M | $806M | $766M | $530M | $451M | $426M | |
| Net Income TTM | $114M | $106M | $113M | $216M | $280M | $176M | $204M | $219M | $177M | $144M | $187M | $121M | |
| Market Cap | $6.01B | $6.11B | $7.16B | $8.13B | $13.65B | $14.11B | $9.66B | $6.61B | $5.26B | $2.73B | $1.43B | $1.79B | |
| P/E | 52.9 | 57.8 | 64.2 | 38.3 | 49.8 | 80.3 | 48.3 | 31.2 | 62.4 | 38.3 | 15.9 | 15.2 | |
| P/S | 6.0 | 6.7 | 8.6 | 8.1 | 13.2 | 17.4 | 13.3 | 8.2 | 6.9 | 5.2 | 3.2 | 4.2 | |
| P/B | 4.0 | 4.0 | 4.8 | 5.7 | 9.5 | 11.2 | 7.1 | 5.8 | 4.8 | 2.8 | 1.7 | 2.4 | |
| P / Tangible Book | 5.9 | 5.9 | 7.2 | 6.9 | 11.6 | 14.1 | · | · | · | · | · | · | |
| P / Cash Flow | 24.5 | 41.0 | 63.4 | 33.4 | 43.4 | 58.2 | 38.2 | 29.6 | 23.4 | 15.0 | 12.1 | 11.5 | |
| P / FCF | 25.4 | 45.6 | 79.7 | 36.3 | 45.7 | 61.6 | 41.7 | 35.4 | 26.9 | 16.2 | 14.3 | 13.2 | |
| Dividend Yield | 0.91% | 0.86% | 0.69% | 0.56% | 0.32% | 2.8% | 0.36% | 0.48% | 0.55% | 0.92% | 1.3% | 0.00% | |
| Earnings Yield | 1.9% | 1.7% | 1.6% | 2.6% | 2.0% | 1.2% | 2.1% | 3.2% | 1.6% | 2.6% | 6.3% | 6.6% | |
| Payout Ratio | 47.7% | 49.3% | 43.3% | 21.3% | 15.5% | 221.6% | 17.2% | 14.5% | 16.4% | 16.9% | 9.7% | 0.00% | |
| Annual Payout | $55M | $52M | $49M | $46M | $43M | $391M | $35M | $32M | $29M | $25M | $18M | $0 |
Rachunek zysków i strat
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $291M | $268M | $252M | $277M | $249M | $216M | $230M | $235M | $239M | $211M | $197M | $243M | $201M | $239M | |
| Cost of Revenue | $85M | $77M | $86M | $90M | $81M | $72M | $72M | $75M | $73M | $69M | $62M | $63M | $57M | $70M | |
| Gross Profit | $206M | $191M | $166M | $187M | $168M | $144M | $158M | $159M | $167M | $142M | $135M | $180M | $144M | $170M | |
| R&D Expense | $32M | $37M | $36M | $35M | $33M | $35M | $33M | $35M | $35M | $37M | $35M | $34M | $39M | $37M | |
| SG&A Expense | $88M | $94M | $95M | $94M | $91M | $84M | $94M | $93M | $93M | $91M | $90M | $83M | $83M | $76M | |
| Operating Income | $86M | $60M | $35M | $58M | $43M | $26M | $31M | $32M | $38M | $14M | $13M | $65M | $22M | $54M | |
| Other Non-op | $-446.0K | $-2M | $5M | $61.0K | $2M | $169.0K | $341.0K | $209.0K | $176.0K | $196.0K | $234.0K | $112.0K | $73.0K | $38.0K | |
| Pretax Income | $89M | $62M | $44M | $63M | $48M | $28M | $36M | $37M | $42M | $18M | $14M | $68M | $26M | $59M | |
| Income Tax | $17M | $10M | $11M | $45M | $8M | $4M | $7M | $7M | $5M | $6M | $3M | $10M | $600.0K | $4M | |
| Net Income | $73M | $52M | $33M | $18M | $41M | $24M | $28M | $30M | $36M | $12M | $11M | $57M | $26M | $55M | |
| EPS (Basic) | $0.43 | $0.31 | $0.19 | $0.11 | $0.24 | $0.14 | $0.17 | $0.17 | $0.21 | $0.07 | $0.07 | $0.33 | $0.15 | $0.32 | |
| EPS (Diluted) | $0.43 | $0.31 | $0.20 | $0.10 | $0.24 | $0.14 | $0.17 | $0.17 | $0.21 | $0.07 | $0.06 | $0.33 | $0.15 | $0.32 | |
| Shares (Basic) | 167,346,000 | 166,514,000 | · | 167,840,000 | 167,886,000 | 169,265,000 | · | 171,519,000 | 171,568,000 | 171,692,000 | · | 172,429,000 | 172,624,000 | · | |
| Shares (Diluted) | 169,989,000 | 168,386,000 | · | 169,323,000 | 168,563,000 | 170,391,000 | · | 172,753,000 | 172,733,000 | 172,594,000 | · | 173,622,000 | 173,903,000 | · | |
| EBITDA | $86M | $60M | · | $58M | $43M | $26M | · | $32M | $38M | $14M | · | $65M | $22M | · |
Bilans
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $303M | $237M | $263M | $246M | $179M | $144M | $186M | $197M | $177M | $139M | · | $177M | $164M | · | |
| Receivables | $216M | $171M | $147M | $155M | $184M | $161M | $143M | $158M | $159M | $139M | · | $148M | $144M | · | |
| Inventory | $143M | $136M | $138M | $144M | $145M | $152M | $158M | $155M | $157M | $171M | · | $126M | $127M | · | |
| Prepaid Expense | $74M | $71M | $59M | $55M | $67M | $61M | $63M | $69M | $74M | $71M | · | $73M | $68M | · | |
| Current Assets | $850M | $690M | $697M | $671M | $626M | $578M | $613M | $672M | $681M | $662M | · | $718M | $722M | · | |
| PP&E (Net) | $81M | $84M | $86M | $90M | $93M | $96M | $98M | $103M | $103M | $104M | · | $82M | $81M | · | |
| PP&E (Gross) | · | · | $226M | · | · | · | $226M | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $140M | · | · | · | $127M | · | · | · | · | · | · | · | |
| Goodwill | $381M | $383M | $386M | $392M | $397M | $390M | $385M | $392M | $381M | $386M | $393M | $242M | $242M | $243M | |
| Intangibles | $64M | $67M | $81M | $87M | $92M | $91M | $91M | $103M | $99M | $105M | · | $11M | $11M | · | |
| Other Non-current Assets | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $7M | $6M | $6M | · | $6M | $7M | · | |
| Total Assets | $2.18B | $2.01B | $2.02B | $2.00B | $2.00B | $1.93B | $1.99B | $2.06B | $2.00B | $2.01B | · | $2.00B | $1.97B | · | |
| Accounts Payable | $65M | $60M | $50M | $45M | $42M | $43M | $38M | $30M | $23M | $27M | · | $26M | $27M | · | |
| Accrued Liabilities | $81M | $77M | $91M | $87M | $78M | $68M | $72M | $77M | $75M | $70M | · | $84M | $84M | · | |
| Current Liabilities | $216M | $189M | $184M | $169M | $190M | $184M | $169M | $171M | $169M | $188M | · | $180M | $214M | · | |
| Capital Leases | $60M | $62M | $65M | $68M | $72M | $63M | $61M | $67M | $65M | $67M | · | $62M | $31M | · | |
| Deferred Tax | $249M | $252M | $251M | $249M | $209M | $212M | $217M | $230M | $234M | $240M | · | $237M | $244M | · | |
| Other Non-current Liabilities | $2M | $2M | $1M | $88.0K | $91.0K | $87.0K | $1M | $1M | $1M | $893.0K | · | $403.0K | $444.0K | · | |
| Total Liabilities | $549M | $527M | $525M | $513M | $497M | $487M | $475M | $496M | $497M | $524M | · | $518M | $528M | · | |
| Retained Earnings | $397M | $344M | $406M | $412M | $433M | $406M | $499M | $528M | $515M | $502M | · | $538M | $518M | · | |
| AOCI | $-62M | $-61M | $-53M | $-46M | $-38M | $-59M | $-73M | $-38M | $-70M | $-61M | · | $-69M | $-64M | · | |
| Stockholders' Equity | $1.63B | $1.48B | $1.49B | $1.49B | $1.51B | $1.45B | $1.52B | $1.57B | $1.51B | $1.49B | $1.50B | $1.48B | $1.45B | $1.44B | |
| Liabilities + Equity | $2.18B | $2.01B | $2.02B | $2.00B | $2.00B | $1.93B | $1.99B | $2.06B | $2.00B | $2.01B | · | $2.00B | $1.97B | · | |
| Shares Outstanding | 168,217,000 | 166,527,000 | 166,997,000 | 167,549,000 | 167,899,000 | 167,865,000 | 170,434,000 | 171,515,000 | 171,501,000 | 171,662,000 | · | 172,293,000 | 172,601,000 | · |
Przepływy pieniężne
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | · | $3M | $3M | $3M | $3M | $3M | $2M | $3M | $3M | $3M | $2M | · | $942.0K | $806.0K | |
| Operating Cash Flow | · | $45M | $75M | $87M | $43M | $41M | $51M | $56M | $28M | $14M | $14M | · | $28M | $66M | |
| CapEx | · | $3M | $3M | $1M | $2M | $3M | $2M | $4M | $5M | $4M | $7M | · | $6M | $4M | |
| Investing Cash Flow | · | $791.0K | $-20M | $19M | $-4M | $33M | $2M | $-27M | $35M | $-49M | $-179M | · | $-6M | $-127M | |
| Stock Repurchased | · | $99M | $25M | $24M | $0 | $102M | $43M | $4M | $11M | $9M | $20M | · | $24M | $26M | |
| Net Stock Activity | · | $-99M | · | · | · | $-102M | · | · | · | $-9M | · | · | $-24M | · | |
| Dividends Paid | · | $14M | $14M | $13M | $13M | $14M | $14M | $13M | $13M | $13M | $13M | · | $12M | $12M | |
| Financing Cash Flow | · | $-69M | $-37M | $-38M | $-13M | $-118M | $-56M | $-15M | $-22M | $-25M | $-33M | · | $-39M | $-32M | |
| Net Change in Cash | · | $-26M | $17M | $67M | $36M | $-42M | $-11M | $20M | $38M | $-64M | $-193M | · | $-17M | $-85M | |
| Free Cash Flow | · | $42M | · | · | · | $38M | · | · | · | $10M | · | · | $22M | · |
Rentowność
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 70.7% | 71.1% | · | 67.6% | 67.4% | 66.8% | · | 67.9% | 69.6% | 67.3% | · | 74.1% | 71.5% | · | |
| Operating Margin | 29.4% | 22.3% | · | 20.9% | 17.4% | 12.1% | · | 13.5% | 16.1% | 6.7% | · | 26.9% | 11.0% | · | |
| Net Margin | 25.0% | 19.3% | · | 6.4% | 16.3% | 10.9% | · | 12.6% | 15.1% | 5.7% | · | 23.7% | 12.7% | · | |
| Pretax Margin | 30.7% | 23.0% | · | 22.7% | 19.3% | 12.9% | · | 15.6% | 17.4% | 8.3% | · | 28.0% | 13.0% | · | |
| EBITDA Margin | 29.4% | 22.3% | · | 20.9% | 17.4% | 12.1% | · | 13.5% | 16.1% | 6.7% | · | 26.9% | 11.0% | · | |
| ROA | · | · | · | 0.87% | 2.0% | 1.2% | · | 1.5% | 1.8% | 0.60% | · | · | · | · | |
| ROE | · | · | · | 1.2% | 2.7% | 1.6% | · | 1.9% | 2.4% | 0.82% | · | · | · | · | |
| ROIC | · | · | · | 1.1% | 2.4% | 1.5% | · | 1.6% | 2.2% | 0.65% | · | · | · | · |
Płynność i wypłacalność
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 4.0 | 3.3 | 3.1 | · | 3.9 | 4.0 | 3.5 | · | · | · | · | |
| Quick Ratio | · | · | · | 2.4 | 1.9 | 1.7 | · | 2.1 | 2.0 | 1.5 | · | · | · | · |
Efektywność
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | · | · | |
| Inventory Turnover | · | · | · | 0.6 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | · | · | · | |
| Receivables Turnover | · | · | · | 1.8 | 1.5 | 1.4 | · | 1.6 | 1.6 | 1.5 | · | · | · | · |
Na akcję
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | $8.89 | $8.97 | $8.61 | · | $9.14 | $8.79 | $8.68 | · | · | · | · | |
| Revenue / Share | $1.71 | $1.59 | · | $1.64 | $1.48 | $1.27 | · | $1.36 | $1.39 | $1.22 | · | $1.40 | $1.16 | · | |
| Cash Flow / Share | · | $0.27 | · | · | · | $0.24 | · | · | · | $0.08 | · | · | $0.16 | · | |
| Cash / Share | · | · | · | $1.47 | $1.07 | $0.86 | · | $1.15 | $1.03 | $0.81 | · | · | · | · | |
| Dividend Paid / Share | $0.09 | $0.09 | $0.09 | $0.08 | $0.08 | $0.08 | $0.08 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | |
| EPS (TTM) | $1.04 | $0.85 | · | $0.65 | $0.72 | $0.69 | · | $0.51 | $0.45 | $0.57 | · | $0.99 | $1.00 | · |
Wycena (TTM)
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.09B | $1.05B | · | $972M | $930M | $920M | · | $882M | $844M | $847M | · | $893M | $925M | · | |
| Net Income TTM | $175M | $143M | · | $110M | $122M | $118M | · | $89M | $78M | $100M | · | $172M | $174M | · | |
| Market Cap | · | · | · | $7.67B | $5.28B | $5.04B | · | $6.91B | $8.02B | $7.28B | · | · | · | · | |
| P/E | 65.2 | 57.8 | · | 70.4 | 43.7 | 43.5 | · | 79.0 | 103.9 | 74.4 | · | 56.6 | 49.5 | · | |
| P/S | · | · | · | 7.9 | 5.7 | 5.5 | · | 7.8 | 9.5 | 8.6 | · | · | 9.2 | · | |
| P/B | · | · | · | 5.2 | 3.5 | 3.5 | · | 4.4 | 5.3 | 4.9 | · | · | · | · | |
| P / Tangible Book | · | · | · | 7.6 | 5.2 | 5.2 | · | 6.4 | 7.8 | 7.3 | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | 124.4 | · | · | · | 533.7 | · | · | · | · | |
| Dividend Yield | 0.48% | · | · | 0.71% | 1.0% | 1.1% | · | 0.75% | 0.63% | · | · | · | · | · | |
| Earnings Yield | 1.5% | 1.7% | · | 1.4% | 2.3% | 2.3% | · | 1.3% | 0.96% | 1.3% | · | 1.8% | 2.0% | · | |
| Payout Ratio | · | 27.5% | · | · | · | 57.4% | · | · | · | 107.2% | · | · | 47.2% | · | |
| Annual Payout | $55M | $55M | · | $54M | $54M | $53M | · | $51M | $51M | · | · | · | · | · |
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 | $994M | $915M | $838M | $1.01B | $1.04B |
| Marża Brutto % | 66.9% | 68.4% | 71.8% | 71.8% | 73.3% |
| Marża Operacyjna % | 16.4% | 12.6% | 15.6% | 24.5% | 30.4% |
| Zysk netto | $114M | $106M | $113M | $216M | $280M |
| Rozwodniony EPS | $0.68 | $0.62 | $0.65 | $1.23 | $1.56 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 3.8 | 3.6 | 4.5 | 3.8 | 3.4 |
| Wskaźnik Szybkości | 2.2 | 1.9 | 2.1 | 1.6 | 1.7 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $237M | $134M | $90M | $224M | $299M |
Właściciele instytucjonalni (13F) 702 emitenci · $12.5B 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 |
|---|---|---|---|---|
| 144 (+7 vs poprzedni kw.) | 50 (-12 vs poprzedni kw.) | 258 (+53 vs poprzedni kw.) | 184 (+2 vs poprzedni kw.) | +16.7M |
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. | $1 158 122 863 | 15 991 755 | 9,25% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $731 432 296 | 10 099 866 | 5,84% | Akcje |
| VANGUARD GROUP INC | $668 387 507 | 18 576 640 | 5,34% | Akcje |
| Invesco Ltd. | $594 323 962 | 8 206 627 | 4,75% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $543 830 096 | 7 509 391 | 4,34% | Akcje |
| Pictet Asset Management Holding SA | $422 009 745 | 5 829 878 | 3,37% | Akcje |
| NORDEA INVESTMENT MANAGEMENT AB | $407 353 348 | 5 820 165 | 3,25% | Akcje |
| STATE STREET CORP | $392 464 258 | 5 419 280 | 3,13% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $356 277 253 | 4 918 798 | 2,84% | Akcje |
| DISCIPLINED GROWTH INVESTORS INC /MN | $299 798 160 | 4 139 715 | 2,39% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $215 794 147 | 2 979 759 | 1,72% | Akcje |
| Point72 Asset Management, L.P. | $183 372 727 | 2 532 073 | 1,46% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $172 191 082 | 2 378 052 | 1,37% | Akcje |
| LAZARD ASSET MANAGEMENT LLC | $166 412 977 | 2 297 887 | 1,33% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $160 436 444 | 2 215 361 | 1,28% | Akcje |
| Chevy Chase Trust Holdings, LLC | $148 232 066 | 2 046 839 | 1,18% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $147 709 978 | 2 039 619 | 1,18% | Akcje |
| MORGAN STANLEY | $142 663 608 | 1 969 946 | 1,14% | Akcje |
| Artisan Partners Limited Partnership | $139 885 748 | 1 931 590 | 1,12% | Akcje |
| NORGES BANK | $139 445 507 | 1 925 511 | 1,11% | Akcje |
| JANUS HENDERSON GROUP PLC | $130 320 233 | 2 660 411 | 1,04% | Akcje |
| Bank of New York Mellon Corp | $129 347 951 | 1 786 081 | 1,03% | Akcje |
| FULLER & THALER ASSET MANAGEMENT, INC. | $126 562 208 | 1 747 614 | 1,01% | Akcje |
| Quantinno Capital Management LP | $119 595 475 | 1 651 415 | 0,95% | Akcje |
| NORTHERN TRUST CORP | $114 905 700 | 1 586 657 | 0,92% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $113 996 980 | 1 574 110 | 0,91% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $103 669 520 | 1 431 504 | 0,83% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $101 949 432 | 1 458 087 | 0,81% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $100 541 822 | 1 390 872 | 0,80% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $98 178 201 | 1 355 678 | 0,78% | Akcje |
| Copeland Capital Management, LLC | $96 019 540 | 1 325 870 | 0,77% | Akcje |
| MAIRS & POWER INC | $94 714 932 | 1 307 856 | 0,76% | Akcje |
| Mawer Investment Management Ltd. | $94 520 774 | 1 305 175 | 0,75% | Akcje |
| Capital International Investors | $92 042 199 | 1 270 950 | 0,73% | Akcje |
| BAMCO INC /NY/ | $90 604 590 | 1 251 099 | 0,72% | Akcje |
| Front Street Capital Management, Inc. | $90 581 232 | 1 255 029 | 0,72% | Akcje |
| GOLDMAN SACHS GROUP INC | $89 461 100 | 1 235 309 | 0,71% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $88 838 628 | 1 226 714 | 0,71% | Akcje |
| Stephens Investment Management Group LLC | $85 108 926 | 1 175 213 | 0,68% | Akcje |
| Hood River Capital Management LLC | $84 888 551 | 1 172 170 | 0,68% | Akcje |
| Legal & General Group Plc | $83 189 603 | 1 148 709 | 0,66% | Akcje |
| UBS Group AG | $81 694 613 | 1 128 067 | 0,65% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $76 709 293 | 1 059 228 | 0,61% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $76 305 478 | 1 053 652 | 0,61% | Akcje |
| Munro Partners | $75 805 635 | 1 046 750 | 0,61% | Akcje |
| Electron Capital Partners, LLC | $70 091 190 | 967 843 | 0,56% | Akcje |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $65 970 130 | 910 938 | 0,53% | Akcje |
| ROYCE & ASSOCIATES LP | $63 620 246 | 878 490 | 0,51% | Akcje |
| BANK OF AMERICA CORP /DE/ | $61 773 366 | 852 988 | 0,49% | Akcje |
| AMERIPRISE FINANCIAL INC | $57 149 176 | 785 009 | 0,46% | Akcje |
Insiderzy spółki 32 insiderów · 15 dyrektorzy generalni · 18 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Matthew Moschner | CEO & President | 11 sierpnia 2026 M | 10 884 | 0 | 5 | $-1 597 756 |
| Dennis Fehr | SVP, Chief Financial Officer | 6 maja 2026 M | 15 988 | 0 | 0 | $0 |
| Paul Todgham | SVP, CFO | 22 lutego 2024 M | 30 140 | 0 | 0 | $0 |
| John J. Curran | Sr Vice President, CFO | 3 maja 2019 M | 0 | 0 | 0 | $0 |
| Richard Morin | Sr. VP F&A, CFO | 8 grudnia 2016 M | 1 998 | 0 | 0 | $0 |
| James Hoffmaster | President and COO | 29 stycznia 2007 A | 0 | 0 | 0 | $0 |
| Darren Marc Long | Vice President | 7 sierpnia 2026 M | 5 756 | 0 | 4 | $-1 343 428 |
| Laura Ann Macdonald | VP and PAO | 11 maja 2026 M | 5 258 | 0 | 12 | $-10 132 390 |
| Joerg Kuechen | Head of Corporate M&A | 20 lutego 2026 M | 6 032 | 0 | 4 | $-3 468 278 |
| Carl Gerst | EVP, Global Sales and Products | 20 lutego 2026 M | 0 | 0 | 2 | $-802 041 |
| Sheila Marie Dipalma | EVP, Employee Services | 20 lutego 2026 M | 15 013 | 0 | 0 | $0 |
| Mark Fennell | Chief Legal Officer &Secretary | 17 lutego 2026 A | 0 | 0 | 7 | $-4 349 979 |
| SHILLMAN ROBERT J | CHAIRMAN OF THE BOARD | 20 lutego 2020 G | 5 660 800 | 0 | 0 | $0 |
| Justin Testa | EVP, MVSD | 20 listopada 2008 M | 0 | 0 | 0 | $0 |
| Eric Ceyrolle | Ex VP WW Sales & Marketing | 20 listopada 2008 P | 500 | 0 | 0 | $0 |
| Dianne M Parrotte | Dyrektor | 2 marca 2026 M | 33 431 | 0 | 4 | $-2 376 000 |
| Angelos Papadimitriou | Dyrektor | 21 lutego 2026 M | 16 222 | 0 | 1 | $-230 657 |
| Marjorie Sennett | Dyrektor | 21 lutego 2026 M | 25 936 | 0 | 0 | $0 |
| Sachin Lawande | Dyrektor | 21 lutego 2026 M | 28 431 | 0 | 0 | $0 |
| John Tseng-Chung Lee | Dyrektor | 21 lutego 2026 M | 24 820 | 0 | 0 | $0 |
| Anthony Sun | Dyrektor | 21 lutego 2026 M | 335 085 | 0 | 0 | $0 |
| Robert Willett | Dyrektor | 18 lutego 2026 M | 23 120 | 0 | 4 | $-10 797 787 |
| Patrick Alias | Dyrektor | 6 marca 2023 M | 0 | 0 | 0 | $0 |
| Theodor Krantz | Dyrektor | 22 lutego 2023 M | 35 500 | 0 | 0 | $0 |
| Jerry A. Schneider | Dyrektor | 18 marca 2021 M | 0 | 0 | 0 | $0 |
| Eugene G Banucci | Dyrektor | 2 marca 2021 M | 41 900 | 0 | 0 | $0 |
| Jeffrey Benjamin Miller | Dyrektor | 6 listopada 2017 M | 0 | 0 | 0 | $0 |
| Reuben Wasserman | Dyrektor | 27 maja 2016 M | 0 | 0 | 0 | $0 |
| Jerald Fishman | Dyrektor | 13 lutego 2013 A | 0 | 0 | 0 | $0 |
| Edward J Smith | Dyrektor | 18 marca 2010 M | 0 | 0 | 0 | $0 |
| William Krivsky | Dyrektor | 30 stycznia 2006 A | 299 | 0 | 0 | $0 |
| Bruce Robinson J | · | 5 września 2017 M | 1 875 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 83 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 |
|---|---|---|---|---|
| SUPP · TCW ETF Trust | 5,10% | 9 322 NS | 31 lipca 2026 | N-PORT |
| AIFD · TCW ETF Trust | 2,18% | 41 922 NS | 31 lipca 2026 | N-PORT |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 1,91% | 122 079 NS | 31 lipca 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1,52% | 1 322 115 SH | 2 października 2026 | Dziennie |
| ROBO · EXCHANGE TRADED CONCEPTS TRUST | 1,32% | 402 435 NS | 31 lipca 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 1,25% | 203 NS | 31 lipca 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,72% | 63 371 NS | 31 lipca 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,65% | 13 038 NS | 31 lipca 2026 | N-PORT |
| SHPP · Pacer Funds Trust | 0,56% | 178 NS | 31 lipca 2026 | N-PORT |
| CVAR · ETF Opportunities Trust | 0,56% | 3 682 NS | 31 lipca 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,41% | 20 503 NS | 31 lipca 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,35% | 71 446 SH | 19 sierpnia 2026 | Dziennie |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,34% | 71 115 NS | 31 lipca 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,33% | 2 205 562 SH | 19 sierpnia 2026 | Dziennie |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,33% | 268 943 SH | 19 sierpnia 2026 | Dziennie |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,33% | 21 834 SH | 2 października 2026 | Dziennie |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,32% | 82 104 SH | 19 sierpnia 2026 | Dziennie |
| NUSC · Nushares ETF Trust | 0,32% | 62 698 NS | 31 lipca 2026 | N-PORT |
| ISCG · iShares Trust | 0,31% | 48 760 SH | 11 września 2026 | Dziennie |
| PTMC · Pacer Funds Trust | 0,31% | 18 375 NS | 31 lipca 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,28% | 27 814 NS | 31 lipca 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,23% | 89 371 NS | 31 lipca 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,23% | 2 444 NS | 31 lipca 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,22% | 8 208 NS | 31 lipca 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,22% | 67 128 NS | 31 lipca 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,22% | 19 027 NS | 31 lipca 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,19% | 18 396 SH | 19 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,19% | 438 042 NS | 31 lipca 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,16% | 10 388 SH | 19 sierpnia 2026 | Dziennie |
| IGPT · Invesco Exchange-Traded Fund Trust | 0,15% | 35 779 SH | 2 października 2026 | Dziennie |
| SMMD · iShares Trust | 0,14% | 88 718 SH | 11 września 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 1 909 800 SH | 19 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,14% | 3 817 040 SH | 19 sierpnia 2026 | Dziennie |
| RILA · Spinnaker ETF Series | 0,14% | 895 NS | 31 lipca 2026 | N-PORT |
| ESML · iShares Trust | 0,14% | 62 351 SH | 11 września 2026 | Dziennie |
| IYJ · iShares Trust | 0,13% | 39 670 SH | 11 września 2026 | Dziennie |
| TECB · iShares Trust | 0,11% | 8 497 SH | 11 września 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,10% | 309 603 NS | 31 lipca 2026 | N-PORT |
| IWS · iShares Trust | 0,10% | 250 268 SH | 11 września 2026 | Dziennie |
| VGT · VANGUARD WORLD FUND | 0,10% | 2 368 397 SH | 19 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,10% | 10 590 SH | 11 września 2026 | Dziennie |
| PEXL · Pacer Funds Trust | 0,09% | 686 NS | 31 lipca 2026 | N-PORT |
| IWR · iShares Trust | 0,08% | 682 639 SH | 11 września 2026 | Dziennie |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,06% | 43 982 SH | 2 października 2026 | Dziennie |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,05% | 940 183 SH | 19 sierpnia 2026 | Dziennie |
| IGM · iShares Trust | 0,05% | 78 219 SH | 11 września 2026 | Dziennie |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,05% | 9 210 SH | 2 października 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 5 695 SH | 2 października 2026 | Dziennie |
| REVS · Columbia ETF Trust I | 0,04% | 1 971 NS | 31 lipca 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,04% | 4 740 SH | 2 października 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,04% | 13 006 NS | 31 lipca 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,04% | 987 NS | 31 lipca 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,03% | 82 146 NS | 31 lipca 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,03% | 8 289 SH | 19 sierpnia 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 100 645 SH | 19 sierpnia 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,03% | 218 487 NS | 31 lipca 2026 | N-PORT |
| DSI · iShares Trust | 0,03% | 25 174 SH | 11 września 2026 | Dziennie |
| IWD · iShares Trust | 0,03% | 370 209 SH | 11 września 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,03% | 13 535 NS | 31 lipca 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0,03% | 22 706 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 5 282 094 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 27 260 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 14 008 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,02% | 37 707 SH | 19 sierpnia 2026 | Dziennie |
| TILT · FlexShares Trust | 0,02% | 6 478 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 34 041 NS | 31 lipca 2026 | N-PORT |
| IUSV · iShares Trust | 0,02% | 72 940 SH | 11 września 2026 | Dziennie |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 25 400 SH | 2 października 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,02% | 48 660 NS | 31 lipca 2026 | N-PORT |
| IYY · iShares Trust | 0,02% | 7 366 SH | 9 września 2026 | Dziennie |
| IWB · iShares Trust | 0,01% | 115 154 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,01% | 46 633 SH | 11 września 2026 | Dziennie |
| ITOT · iShares Trust | 0,01% | 217 764 SH | 11 września 2026 | Dziennie |
| IUSG · iShares Trust | 0,01% | 74 773 SH | 11 września 2026 | Dziennie |
| DGRO · iShares Trust | 0,01% | 84 026 SH | 11 września 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 136 194 SH | 19 sierpnia 2026 | Dziennie |
| IJH · iShares Trust | · | 5 839 815 SH | 11 września 2026 | Dziennie |
| IJK · iShares Trust | · | 482 562 SH | 11 września 2026 | Dziennie |
| IJJ · iShares Trust | · | 424 286 SH | 21 sierpnia 2026 | Dziennie |
| XJH · iShares Trust | · | 22 734 SH | 8 września 2026 | Dziennie |
| ISCB · iShares Trust | · | 6 876 SH | 11 września 2026 | Dziennie |
| SMLF · iShares Trust | · | 15 179 SH | 11 września 2026 | Dziennie |
| SMMV · iShares Trust | · | 2 782 SH | 1 września 2026 | Dziennie |
CGNX Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
19 analityków · 2026-10-01Średnia cel $79.58 +22,8%
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 |
|---|---|---|---|---|---|---|
| CGNX | $6.01B | 52.9 | 8.7% | 11.5% | 7.6% | 66.9% |
| KEYS | $36.97B | 37.3 | 8.0% | 15.8% | 15.5% | · |
| TDY | $23.89B | 27.4 | 7.9% | 14.6% | 8.6% | · |
| ZBRA | $12.04B | 29.7 | 8.3% | 7.8% | 11.6% | 48.0% |
| AEIS | $7.91B | 54.5 | 21.4% | 8.2% | 11.3% | 37.7% |
| RAL | $5.75B | -4.7 | -4.0% | -59.1% | -52.3% | 50.3% |
| NOVT | $4.24B | 80.9 | 3.3% | 5.5% | 5.2% | 44.4% |
| VNT | $5.29B | 13.5 | 3.2% | 13.2% | 35.4% | · |
| ITRI | $4.17B | 14.3 | -3.0% | 12.7% | 19.4% | 37.7% |
| BMI | $6.49B | 36.4 | 10.9% | 15.4% | 20.4% | 41.7% |
| MIR | · | 212.9 | 7.5% | 3.1% | 1.7% | 47.4% |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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