FSLR First Solar, Inc. - Common Stock
NASDAQ · Semiconductors · Wyświetl na SEC EDGAR ↗ zamknij Paź 2, 2026 10-K/10-Q Lip 30, 2026FSLR Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
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O First Solar, Inc. - Common Stock Przegląd firmy z Wikipedii
First Solar, Inc. is an American publicly traded manufacturer of solar panels. First Solar uses rigid thin-film modules for its solar panels, and produces CdTe panels using cadmium telluride (CdTe) as a semiconductor.
The predecessor company, Solar Cells, Inc., was founded in 1990 by inventor Harold McMaster. In 1999, Solar Cells, Inc., was purchased by True North Partners, LLC, led by Michael Ahearn, and rebranded as First Solar, Inc.
The company went public in 2006, trading on the NASDAQ as FSLR. It has been listed on the Photovoltaik Global 30 Index since the beginning of this stock index in 2009. Its current chief executive is Mark Widmar, who succeeded the previous CEO, James Hughes, on July 1, 2016.
First Solar operates three manufacturing facilities in Ohio, one in Alabama, and one in Louisiana. As of March 2026, the company had approximately 14 GW of annual domestic nameplate capacity.
Technology
First Solar manufactures cadmium telluride (CdTe)-based photovoltaic (PV) modules, which produce electricity with a thin film CdTe semiconductor. This technology provides superior performance in degradation rate, temperature coefficient, spectral response, and shading response. At each First Solar manufacturing facility, a vertically integrated, continuous process enables full quality control under one roof, converting a sheet of glass into a fully functional solar panel in approximately four hours. First Solar's manufacturing process uses 98 percent less semiconductor material than traditional crystalline silicon solar panels and yields the lowest carbon footprint, lowest water footprint, and fastest energy payback time in the industry.
In 2013, the company produced CdTe-panels with an efficiency of about 14 percent at a reported cost of 59 cents per watt. In August 2019, researchers from NREL and First Solar published a Nature Energy article demonstrating a way to achieve 20.8% solar cell efficiency. Currently, Series 7 TR1 modules, with an efficiency rating of up to 19.7%, represent topline efficiency among First Solar's module lineup.
History
In 1984, inventor and entrepreneur Harold McMaster founded Glasstech Solar. After conducting research on amorphous silicon, he shifted to CdTe and founded Solar Cells, Inc. (SCI) in 1990. In February 1999, SCI was acquired by True North Partners, which then formed First Solar, LLC.
The company is headquartered in Phoenix, Arizona, and has manufacturing facilities in Perrysburg, Ohio; Trinity, Alabama; New Iberia, Louisiana; Kulim, Malaysia; Ho Chi Minh City, Vietnam; and Chennai, India.
At the end of 2009, First Solar had surpassed an energy power production rate of 1 GW and was the largest producer of PV cells in the world. That same year, First Solar became the first solar panel manufacturing company to lower its manufacturing cost to $1 per watt.
In July 2010, First Solar formed a utility systems business group to address the large-scale PV systems solutions market. Utility systems are now the company's core business focus, with a strategy to focus on markets that do not require subsidies to support the solar generation business.
On April 17, 2012, First Solar announced it would restructure operations worldwide. This restructuring process included phasing out operations in Frankfurt (Oder), Germany and idling four production lines in Kulim, Malaysia. Approximately 30% of First Solar's workforce was laid off as a result of these actions, which were blamed on market volatility and reduced demand. Mark Widmar, then the CFO of First Solar, said, "We need to resize our business to a level of demand that is highly reliable and predictable."
On July 1, 2016, Mark Widmar was appointed CEO of First Solar. Previously he had been chief financial officer. Former CEO Mike Ahearn remains chairman of the board.
In 2022, under the Inflation Reduction Act, First Solar became perhaps the biggest beneficiary of an estimated $1 trillion in environmental spending. First Solar executives and lobbyists met at least four times in late 2022 and 2023 with administration officials who oversaw the measure's environmental provisions. Democratic donors had invested heavily in the company prior to the act being signed into law.
In May 2023, First Solar acquired Evolar, a European company that provided perovskite technology. The deal was valued at $38M USD.
In 2024, First Solar communicated an audit had discovered use of forced labor in a Malaysian factory that produces parts for the company.
Market history
Historically, First Solar sold its products to solar project developers, system integrators, and independent power producers. Early sales were primarily in Germany because of strong incentives for solar enacted in the German Renewable Energy Sources Act (EEG) of 2000 (cp. Solar power in Germany). Declines and uncertainty in feed-in-tariff subsidies for solar power in European markets, including Germany, France, Italy and Spain, prompted major PV manufacturers, such as First Solar, to accelerate their expansion into other markets, including the U.S., India and China.
Beginning in December 2011, First Solar shifted away from existing markets that are heavily dependent on government subsidies and toward providing utility-scale PV systems in sustainable markets with immediate need. As a result, it began competing against conventional power generators, and reduced its focus on the rooftop market.
On February 24, 2009, First Solar's cost per watt broke $1 reaching $0.98. In 2023, the company sold 11.4 GW of solar modules. Production costs of 18.8 cents/watt were forecast in February 2024, with average sales prices of 18.2 cent/kWh for sales of around 16 GW in 2024. In 2024, the company sold a record 14.1 GW of solar modules.
First Solar sold $857 million in Inflation Reduction Act transferable tax credits generated from its U.S.-based manufacturing facilities in February 2025. The tax credits were from the sale of solar modules produced in 2024 at First Solar's U.S. manufacturing facilities, including three factories in Ohio and a new Alabama facility.
Production history
Commercial production started in Perrysburg, Ohio, in 2002. Between 2007 and 2012, production grew with additional plants in Frankfurt (Oder) in Germany; and Kulim Hi-Tech Park in Malaysia. The German factories are no longer in operation. Other locations considered for expansions before 2012 included Mesa, Arizona. International expansion has also included new factories in Ho Chim Minh City, Vietnam (commissioned in 2018) and Tamil Nadu, India (2024). Two new manufacturing facilities were commissioned in Ohio (in 2019 and 2023). A new manufacturing facility was commission in Trinity, Alabama, in 2024, followed by a new facility in New Iberia, Louisiana, in 2025. A new finishing facility is expected to open in Gaffney, South Carolina, in the second half of 2026.
Market performance
While First Solar witnessed record sales of over $3.37 billion in 2012, its restructuring efforts impacted the bottom line, leading to a net loss of $96.3 million – or $1.11 per share – for the year.
Historically, the low cost of First Solar's modules has been the key to its market performance. The use of cadmium telluride instead of silicon allowed it to achieve a significantly lower module cost ($0.67 per watt), compared to crystalline-silicon PV, which averaged $1.85 per watt in 2010.
As the company shifts its focus away from module sales to utility-scale projects, it will need to become price competitive with non-solar power sources, a move which its executives say will require the company to reduce manufacturing costs and optimize efficiency.
Installations
First Solar had installed 1,505 megawatt (1.5 gigawatt) of solar capacity as of 2012. As of 2019, First Solar has over 17 gigawatt deployed globally. Below are some of First Solar's solar installations and development projects:
North America
802 MW Copper Mountain Solar Facility near Boulder City, NV, constructed in 5 phases for Sempra Energy and Consolidated Edison.
550 MW Topaz Solar Farm in San Luis Obispo County, CA, acquired by MidAmerican Energy Holdings.
550 MW Desert Sunlight Solar Farm in Riverside County, CA, acquired by NextEra Energy and GE Energy Financial Services.
290 MW Agua Caliente Solar Project in Yuma County, AZ, constructed for NRG Energy and MidAmerican Renewables.
230 MW Antelope Valley Solar Ranch in Los Angeles, CA, completed 2014 and acquired by Exelon Corp.
80 MW Sarnia Solar Farm in Ontario, Canada, completed, owned by Enbridge.
50 MW Silver State North Solar Project, in Boulder County, NV, completed, acquired by Enbridge.
Europe, Middle East, and North Africa
Mohammed bin Rashid Al Maktoum Solar Park in Saih Al-Dahal, UAE, includes a 13 MWDC solar power plant built by First Solar for the Dubai Electricity & Water Authority (DEWA).
Stadtwerke Trier (SWT) in Trier, Germany, is one of the world's largest thin-film solar plants. As of February 2009, it was estimated the facility would produce over 9 GWh per year, which would supply power to more than 2,400 homes each year. Additionally, it is estimated the facility will conserve 100,000 tons of CO2 over 20 years.
The Ramat Hovav solar field is the largest PV power plant built so far in Israel's solar power sector. Constructed by Belectric over a previous evaporation pond, it has a nominal capacity of 37.5 MW. The facility became fully operational in December 2014.
Waldpolenz Solar Park near Leipzig, Germany, was built and developed by Juwi Group, and has a capacity of 40 MW. The facility became fully operational in 2008.
In December 2009, the Lieberose Photovoltaic Park, Germany's biggest conversion land project (126 hectares) on a former military training area, was opened with an output of 53 MW. The solar park uses 700,000 solar modules.
For the Sports Stadium Bentegodi in Verona, Italy, First Solar supplied more than 13,000 thin film modules for a rooftop installation.
Asia and Australia
10 MW Greenough River Solar Farm in Western Australia, completed for Verve Energy and GE Energy Financial Services.
159 MW AGL Energy projects, to be constructed in Nyngan and Broken Hill, New South Wales. The 53 MW Broken Hill project was completed in 2015.
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 | FSLR | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 10.8średnia z 5 lat ≈-58.0 | ≈-58.0 | 72.7 | Niedowartościowany | |
| P/S (TTM) | 3.5średnia z 5 lat ≈4.9 | ≈4.9 | 10.0 | Niedowartościowany | |
| P/B (MRQ) | 1.8średnia z 5 lat ≈2.5 | ≈2.5 | 9.8 | Niedowartościowany | |
| EV / EBITDA | 7.6średnia z 5 lat ≈21.2 | ≈21.2 | 34.3 | Niedowartościowany | |
| Cena / FCF (TTM) | 12.5średnia z 5 lat ≈-124.0 | ≈-124.0 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 8.7średnia z 5 lat ≈23.4 | ≈23.4 | 40.3 | Niedowartościowany | |
| EV / Revenue (EV / Przychody) | 3.1średnia z 5 lat ≈4.5 | ≈4.5 | · | · | |
| EV / FCF | 13.7średnia z 5 lat ≈-113.8 | ≈-113.8 | · | · | |
| Cena / Wartość księgowa materialna (MRQ) | 1.8średnia z 5 lat ≈2.5 | ≈2.5 | · | · | |
| PEG Ratio (Współczynnik PEG) | ≈0.4 | · | · | · |
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 | FSLR | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 44.0%średnia z 5 lat ≈30.3% | ≈30.3% | 60.6% | Słaby | |
| Marża Operacyjna (TTM) | 33.6%średnia z 5 lat ≈21.7% | ≈21.7% | 19.4% | Najwyższa półka | |
| Marża EBITDA (TTM) | 44.3%średnia z 5 lat ≈31.5% | ≈31.5% | 25.7% | Najwyższa półka | |
| Marża przed opodatkowaniem (TTM) | 33.9%średnia z 5 lat ≈22.1% | ≈22.1% | 17.8% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 32.5%średnia z 5 lat ≈19.9% | ≈19.9% | 22.4% | Najwyższa półka | |
| ROA (TTM) | 13.3%średnia z 5 lat ≈7.7% | ≈7.7% | 1.2% | Najwyższa półka | |
| ROE (TTM) | 18.5%średnia z 5 lat ≈10.7% | ≈10.7% | 2.5% | Najwyższa półka | |
| ROIC | 15.7%średnia z 5 lat ≈10.5% | ≈10.5% | 6.3% | Najwyższa półka |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | FSLR | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 0.0średnia z 5 lat ≈0.0 | ≈0.0 | 0.2 | Niski dług | |
| Wskaźnik bieżący (MRQ) | 2.5średnia z 5 lat ≈3.3 | ≈3.3 | 2.8 | Niska płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 1.8średnia z 5 lat ≈1.9 | ≈1.9 | 1.6 | Zgodnie z | |
| Dług długoterminowy / Kapitał własny (MRQ) | 0.0średnia z 5 lat ≈0.0 | ≈0.0 | 0.1 | Niski dług |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | FSLR | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 24.1%średnia z 5 lat ≈15.0% | ≈15.0% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 25.8%średnia z 5 lat ≈15.2% | ≈15.2% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 14.0% | · | · | · | |
| EPS YoY | 18.2%średnia z 5 lat ≈30.3% | ≈30.3% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 18.3%średnia z 5 lat ≈30.5% | ≈30.5% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 40.0% | · | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | 30.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 40.2% | · | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | 30.9% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | FSLR | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.4średnia z 5 lat ≈0.4 | ≈0.4 | 0.5 | Słaby | |
| Inventory Turnover (Rotacja zapasów) | 3.4średnia z 5 lat ≈3.2 | ≈3.2 | 2.4 | Najwyższa półka | |
| Receivables Turnover (Rotacja należności) | 4.1średnia z 5 lat ≈6.1 | ≈6.1 | 5.9 | Słaby | |
| Revenue / Employee (Przychody / pracownika) | ≈$660.7K | · | · | · |
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 | Lip 29, 2026 | $3.92 | $2.89 | 35.5% |
| 31 marca 2026 | $3.22 | $2.93 | 10.0% | |
| 31 grudnia 2025 | $3.22 | $2.93 | 10.0% | |
| 30 września 2025 | $4.24 | $4.34 | -2.3% | |
| 30 czerwca 2025 | $3.18 | $2.71 | 17.5% | |
| 31 marca 2025 | $1.95 | $2.55 | -23.4% |
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 | $5.22B | $4.21B | $3.32B | $2.62B | $2.92B | $2.71B | $3.06B | $2.24B | $2.94B | $2.90B | $4.11B | $3.39B | |
| Cost of Revenue | $3.10B | $2.35B | $2.02B | $2.55B | $2.19B | $2.03B | $2.51B | $1.85B | $2.39B | $2.27B | $2.98B | $2.57B | |
| Gross Profit | $2.12B | $1.86B | $1.30B | $70M | $730M | $681M | $549M | $392M | $549M | $638M | $1.13B | $825M | |
| R&D Expense | $233M | $191M | $152M | $113M | $99M | $94M | $97M | $84M | $89M | $125M | $131M | $144M | |
| SG&A Expense | $204M | $188M | $198M | $165M | $170M | $223M | $205M | $177M | $203M | $262M | $255M | $254M | |
| Operating Expenses | $523M | $465M | $450M | $351M | $290M | $363M | $711M | $352M | $371M | $1.21B | $403M | $403M | |
| Operating Income | $1.60B | $1.39B | $857M | $-27M | $587M | $317M | $-162M | $40M | $178M | $-568M | $730M | $422M | |
| Interest Expense | · | · | $13M | $12M | $13M | $24M | $27M | $26M | $26M | $21M | $7M | $2M | |
| Interest Income | · | · | · | $33M | $6M | $17M | $49M | $60M | $36M | $25M | $23M | $18M | |
| Other Non-op | $-15M | $-13M | $-29M | $31M | $314.0K | $-12M | $18M | $40M | $24M | $40M | $-6M | $-4M | |
| Pretax Income | $1.58B | $1.41B | $891M | $9M | $572M | $293M | $-120M | $113M | $202M | $-537M | $733M | $432M | |
| Income Tax | $53M | $114M | $61M | $53M | $103M | $-107M | $-5M | $3M | $372M | $23M | $32M | $31M | |
| Net Income | $1.53B | $1.29B | $831M | $-44M | $469M | $398M | $-115M | $144M | $-166M | $-416M | $593M | $396M | |
| EPS (Basic) | $14.25 | $12.07 | $7.78 | $-0.41 | $4.41 | $3.76 | $-1.09 | $1.38 | $-1.59 | $-4.05 | $5.88 | $3.96 | |
| EPS (Diluted) | $14.21 | $12.02 | $7.74 | $-0.41 | $4.38 | $3.73 | $-1.09 | $1.36 | $-1.59 | $-4.05 | $5.83 | $3.90 | |
| Shares (Basic) | 107,235,000 | 107,015,000 | 106,795,000 | 106,551,000 | 106,263,000 | 105,867,000 | 105,310,000 | 104,745,000 | 104,328,000 | 102,866,000 | 100,886,000 | 100,048,000 | |
| Shares (Diluted) | 107,537,000 | 107,525,000 | 107,372,000 | 106,551,000 | 106,924,000 | 106,686,000 | 105,310,000 | 106,113,000 | 104,328,000 | 102,866,000 | 101,815,000 | 101,643,000 | |
| EBITDA | $2.13B | $1.82B | $1.17B | $242M | $847M | $550M | $44M | $171M | $270M | $-298M | $775M | $671M |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.80B | $1.62B | $1.95B | $1.48B | $1.45B | $1.23B | $1.35B | $1.40B | $2.27B | $1.35B | $1.13B | $1.48B | |
| Short-term Investments | · | · | · | · | · | · | · | · | $720M | $608M | $703M | $509M | |
| Receivables | $1.29B | $1.26B | $661M | $324M | $429M | $266M | $475M | $128M | $212M | $267M | $501M | $135M | |
| Inventory | $737M | $1.08B | $820M | $621M | $666M | $568M | $444M | $388M | $172M | $363M | $380M | $505M | |
| Prepaid Expense | $99M | $75M | $62M | $43M | $28M | $26M | $276M | $243M | $158M | $217M | $249M | $202M | |
| Other Current Assets | $643M | $547M | $392M | $268M | $244M | $252M | $22M | $39M | $43M | $75M | $47M | $75M | |
| Current Assets | $6.03B | $5.09B | $4.63B | $3.79B | $3.19B | $3.01B | $3.60B | $3.86B | $3.83B | $3.79B | $3.35B | $3.08B | |
| PP&E (Net) | $5.68B | $5.41B | $4.40B | $3.54B | $2.65B | $2.40B | $2.18B | $1.76B | $1.15B | $629M | $1.28B | $1.42B | |
| PP&E (Gross) | $8.23B | $7.50B | $6.09B | $5.00B | $3.88B | $3.50B | $3.57B | $3.04B | $2.34B | $2.14B | $2.62B | $2.55B | |
| Accum. Depreciation | $2.56B | $2.09B | $1.69B | $1.46B | $1.23B | $1.10B | $1.39B | $1.28B | $1.18B | $1.51B | $1.34B | $1.13B | |
| Goodwill | $31M | $28M | $30M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $85M | $85M | |
| Intangibles | $51M | $55M | $65M | $31M | $46M | $56M | $65M | $74M | $80M | $88M | $110M | $119M | |
| Other Non-current Assets | $760M | $698M | $479M | $356M | $439M | $434M | $330M | $99M | $86M | $78M | $70M | $62M | |
| Total Assets | $13.32B | $12.12B | $10.37B | $8.25B | $7.41B | $7.11B | $7.52B | $7.12B | $6.86B | $6.82B | $7.32B | $6.72B | |
| Accounts Payable | $406M | $482M | $207M | $341M | $193M | $183M | $218M | $233M | $120M | $149M | $338M | $215M | |
| Accrued Liabilities | $519M | $509M | $525M | $383M | $288M | $310M | $351M | $442M | $367M | $263M | $409M | $388M | |
| Current Liabilities | $2.25B | $2.08B | $1.31B | $1.04B | $727M | $847M | $1.32B | $845M | $650M | $908M | $961M | $1.00B | |
| Capital Leases | $104M | $66M | $37M | $41M | $146M | $189M | $113M | $0 | · | $207.0K | $691.0K | $1M | |
| Deferred Tax | $70M | $55M | $43M | $29M | $28M | $24M | $6M | · | · | · | · | · | |
| Other Non-current Liabilities | $296M | $234M | $181M | $120M | $256M | $372M | $509M | $468M | $568M | $371M | $392M | $321M | |
| Total Liabilities | $3.78B | $4.15B | $3.68B | $2.42B | $1.45B | $1.59B | $2.42B | $1.91B | $1.77B | $1.61B | $1.77B | $1.73B | |
| Long-term Debt | · | · | · | $185M | $247M | $287M | $483M | $479M | $406M | $197M | $299M | $224M | |
| Total Debt | $283M | $373M | $464M | $184M | $240M | $279M | · | · | · | · | · | · | |
| Common Stock | $107.0K | $107.0K | $107.0K | $107.0K | $106.0K | $106.0K | $105.0K | $105.0K | $104.0K | $104.0K | $102.0K | $100.0K | |
| Retained Earnings | $6.79B | $5.26B | $3.97B | $3.14B | $3.18B | $2.72B | $2.33B | $2.44B | $2.30B | $2.46B | $2.79B | $2.24B | |
| AOCI | $-155M | $-184M | $-174M | $-192M | $-96M | $-62M | $-79M | $-54M | $2M | $-10M | $15M | $50M | |
| Stockholders' Equity | $9.54B | $7.98B | $6.69B | $5.84B | $5.96B | $5.52B | $5.10B | $5.21B | $5.10B | $5.22B | $5.62B | $4.99B | |
| Liabilities + Equity | $13.32B | $12.12B | $10.37B | $8.25B | $7.41B | $7.11B | $7.52B | $7.12B | $6.86B | $6.82B | $7.32B | $6.72B | |
| Shares Outstanding | 107,309,794 | 107,060,000 | 106,847,000 | 106,609,000 | 106,332,000 | 105,980,000 | 105,449,000 | 104,885,000 | 104,468,000 | 104,035,000 | 101,767,000 | 100,288,000 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $529M | $423M | $308M | $270M | $260M | $233M | $205M | $131M | $115M | $231M | $225M | $217M | |
| Stock-based Comp | $19M | $28M | $34M | $29M | $21M | $29M | $37M | $34M | $35M | $29M | $45M | $44M | |
| Deferred Tax | $38M | $-20M | $-13M | $-6M | $80M | $12M | $-60M | $52M | $241M | $65M | $-30M | $6M | |
| Amort. of Intangibles | $4M | $10M | $10M | $11M | $11M | $11M | $10M | $10M | $8M | $10M | $9M | $1M | |
| Restructuring | · | · | · | · | · | · | $0 | $0 | $37M | $744M | $0 | $0 | |
| Other Non-cash | $-58M | $-506M | $-557M | $625M | $-592M | $-635M | $107M | $-689M | $1.14B | $239M | $-1.16B | $-12M | |
| Operating Cash Flow | $2.06B | $1.22B | $602M | $873M | $238M | $37M | $174M | $-327M | $1.34B | $207M | $-325M | $736M | |
| CapEx | $870M | $1.53B | $1.39B | $904M | $540M | $417M | $669M | $740M | $514M | $229M | $166M | $258M | |
| Investing Cash Flow | $-765M | $-1.56B | $-473M | $-1.19B | $-99M | $-131M | $-362M | $-683M | $-627M | $145M | $-156M | $-388M | |
| Debt Issued | · | · | · | $397M | $129M | $157M | $120M | $291M | $215M | $27M | $146M | $66M | |
| Net Debt Issued | · | · | · | $321M | $57M | $-69M | $120M | $291M | $215M | $27M | $99M | $6M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Financing Cash Flow | $-119M | $25M | $337M | $309M | $41M | $-83M | $75M | $255M | $192M | $-136M | $101M | $-47M | |
| Net Change in Cash | · | $-327M | $472M | $38M | $182M | $-173M | $-116M | $-768M | $915M | $209M | $-399M | $157M | |
| Taxes Paid | $43M | $94M | $91M | · | $38M | $22M | $35M | $59M | $1M | $2M | $31M | $17M | |
| Free Cash Flow | $1.19B | $-308M | $-785M | $-30M | $-303M | $-380M | $-495M | $-1.07B | $826M | $-23M | $-527M | $423M | |
| Levered FCF | · | · | $-797M | $33M | $-313M | $-412M | $-520M | $-1.09B | $848M | $-46M | $-534M | $422M |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 40.6% | 44.2% | 39.2% | 2.7% | 25.0% | 25.1% | 17.9% | 17.5% | 18.7% | 23.8% | 25.7% | 24.4% | |
| Operating Margin | 30.6% | 33.1% | 25.8% | -1.0% | 20.1% | 11.7% | -5.3% | 1.8% | 6.0% | -17.0% | 14.4% | 12.5% | |
| Net Margin | 29.3% | 30.7% | 25.0% | -1.7% | 16.0% | 14.7% | -3.8% | 6.4% | -5.6% | -12.1% | 15.3% | 11.7% | |
| Pretax Margin | 30.3% | 33.4% | 26.9% | 0.33% | 19.6% | 10.8% | -3.9% | 5.0% | 6.9% | -16.0% | 14.5% | 12.7% | |
| EBITDA Margin | 40.7% | 43.2% | 35.1% | 9.3% | 29.0% | 20.3% | 1.4% | 7.6% | 9.2% | -10.1% | 21.6% | 19.8% | |
| ROA | 12.0% | 11.5% | 8.9% | -0.56% | 6.5% | 5.5% | -1.6% | 2.1% | -2.4% | -5.1% | 7.8% | 5.9% | |
| ROE | 16.9% | 16.6% | 12.8% | -0.76% | 8.0% | 7.3% | -2.2% | 2.8% | -3.2% | -6.6% | 10.4% | 8.4% | |
| ROIC | 15.7% | 15.3% | 11.2% | 2.3% | 7.8% | 7.5% | -3.0% | 0.75% | -2.9% | -10.8% | 9.4% | 7.8% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.4 | 3.5 | 3.7 | 4.4 | 3.6 | 2.7 | 4.6 | 5.9 | 4.2 | 3.5 | 3.2 | |
| Quick Ratio | 1.8 | 1.4 | 2.0 | 1.7 | 2.6 | 1.8 | 1.4 | 1.8 | 4.9 | 2.5 | 2.4 | 2.1 | |
| Debt / Equity | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.1 | · | · | · | · | · | · | |
| LT Debt / Equity | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | · | · | · | · | · | · | |
| Interest Coverage | · | · | 66.1 | -2.2 | 44.8 | 13.2 | -6.0 | 1.5 | 6.9 | -24.5 | 74.1 | 214.0 |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.3 | 0.4 | 0.4 | 0.4 | 0.3 | 0.4 | 0.4 | 0.5 | 0.5 | |
| Inventory Turnover | 3.4 | 2.5 | 2.8 | 4.0 | 3.6 | 4.0 | 6.0 | 6.6 | 8.9 | 6.0 | 6.0 | 5.7 | |
| Receivables Turnover | 4.1 | 4.4 | 6.7 | 6.9 | 8.4 | 7.3 | 10.2 | 13.2 | 12.3 | 7.7 | 11.3 | 25.0 |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $88.88 | $74.51 | $62.59 | $54.74 | $56.05 | $52.09 | $48.33 | $49.70 | $48.81 | $50.11 | $54.52 | $50.13 | |
| Revenue / Share | $48.54 | $39.12 | $30.91 | $24.58 | $27.34 | $25.41 | $29.09 | $21.15 | $28.19 | $28.69 | $35.15 | $33.37 | |
| Cash Flow / Share | $19.13 | $11.33 | $5.61 | $8.20 | $2.22 | $0.35 | $1.65 | $-3.08 | $12.85 | $2.01 | $-3.54 | $6.70 | |
| Cash / Share | $26.13 | $15.14 | $18.22 | $13.89 | $13.64 | $11.58 | $12.83 | $13.38 | $21.71 | $12.95 | $11.07 | $14.78 | |
| EPS (TTM) | $14.21 | $12.02 | $7.74 | $-0.41 | $4.38 | $3.73 | $-1.09 | $1.36 | $-1.59 | $-4.05 | $5.83 | $3.90 |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 24.1% | 26.8% | 26.7% | -10.4% | 7.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 25.8% | 12.9% | 7.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 18.2% | 55.3% | · | · | 17.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 40.0% | 27.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 30.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 18.3% | 55.5% | · | · | 17.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 40.2% | 27.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 30.9% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.22B | $4.21B | $3.32B | $2.62B | $2.92B | $2.71B | $3.06B | $2.24B | $2.94B | $2.90B | $4.11B | $3.39B | |
| Net Income TTM | $1.53B | $1.29B | $831M | $-44M | $469M | $398M | $-115M | $144M | $-166M | $-416M | $593M | $396M | |
| Market Cap | $28.03B | $18.87B | $18.41B | $15.97B | $9.27B | $10.48B | $5.90B | $4.45B | $7.05B | $3.34B | $6.72B | $4.47B | |
| Enterprise Value | $25.51B | $17.62B | $16.92B | $14.67B | $8.06B | $9.54B | · | · | · | · | · | · | |
| P/E | 18.4 | 14.7 | 22.3 | -365.3 | 19.9 | 26.5 | -51.3 | 31.2 | -42.5 | -7.9 | 11.3 | 11.4 | |
| P/S | 5.4 | 4.5 | 5.5 | 6.1 | 3.2 | 3.9 | 1.9 | 2.0 | 2.4 | 1.1 | 1.6 | 1.3 | |
| P/B | 2.9 | 2.4 | 2.8 | 2.7 | 1.6 | 1.9 | 1.2 | 0.9 | 1.4 | 0.6 | 1.2 | 0.9 | |
| P / Tangible Book | 3.0 | 2.4 | 2.8 | 2.8 | 1.6 | 1.9 | · | · | · | · | · | · | |
| P / Cash Flow | 13.6 | 15.5 | 30.6 | 18.3 | 39.0 | 282.4 | 33.9 | -13.6 | 5.3 | 16.1 | -18.6 | 6.6 | |
| P / FCF | 23.6 | -61.2 | -23.5 | -528.1 | -30.6 | -27.6 | -11.9 | -4.2 | 8.5 | -147.1 | -12.7 | 10.6 | |
| EV / EBITDA | 12.0 | 9.7 | 14.5 | 60.5 | 9.5 | 17.3 | · | · | · | · | · | · | |
| EV / FCF | 21.5 | -57.2 | -21.6 | -485.3 | -26.6 | -25.1 | · | · | · | · | · | · | |
| EV / Revenue | 4.9 | 4.2 | 5.1 | 5.6 | 2.8 | 3.5 | · | · | · | · | · | · | |
| Earnings Yield | 5.4% | 6.8% | 4.5% | -0.27% | 5.0% | 3.8% | -1.9% | 3.2% | -2.4% | -12.6% | 8.8% | 8.7% |
Rachunek zysków i strat
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.06B | $1.04B | $1.68B | $1.59B | $1.10B | $1.51B | $888M | $1.01B | $794M | $1.16B | $801M | $811M | $548M | $1.00B | $629M | |
| Cost of Revenue | $451M | $558M | $1.02B | $984M | $597M | $946M | $442M | $512M | $448M | $657M | $425M | $500M | $436M | $942M | $608M | |
| Gross Profit | $605M | $486M | $665M | $611M | $500M | $568M | $445M | $499M | $346M | $502M | $376M | $310M | $112M | $61M | $21M | |
| R&D Expense | $76M | $67M | $66M | $61M | $54M | $46M | $50M | $52M | $43M | $44M | $41M | $37M | $31M | $31M | $29M | |
| SG&A Expense | $52M | $65M | $51M | $47M | $53M | $50M | $46M | $47M | $46M | $57M | $50M | $46M | $44M | $43M | $46M | |
| Operating Expenses | $155M | $141M | $117M | $145M | $138M | $111M | $123M | $126M | $104M | $111M | $103M | $142M | $94M | $107M | $95M | |
| Operating Income | $450M | $345M | $548M | $466M | $362M | $457M | $322M | $373M | $243M | $398M | $273M | $169M | $18M | $-46M | $-68M | |
| Interest Expense | · | · | · | · | · | · | · | · | $9M | · | $4M | $1M | $748.0K | · | $3M | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | · | · | $26M | · | $10M | |
| Other Non-op | $-1M | $-3M | $-4M | $-6M | $-3M | $-7M | $-3M | $-565.0K | $-3M | $-28M | $-1M | $997.0K | $-1M | $29M | $5M | |
| Pretax Income | $459M | $354M | $551M | $460M | $352M | $446M | $327M | $377M | $256M | $377M | $290M | $188M | $36M | $-7M | $-62M | |
| Income Tax | $37M | $8M | $30M | $4M | $10M | $53M | $14M | $28M | $19M | $27M | $22M | $18M | $-7M | $976.0K | $-13M | |
| Net Income | $423M | $347M | $521M | $456M | $342M | $393M | $313M | $349M | $237M | $349M | $268M | $171M | $43M | $-8M | $-49M | |
| EPS (Basic) | $3.93 | $3.23 | $4.85 | $4.25 | $3.19 | $3.68 | $2.92 | $3.26 | $2.21 | $3.27 | $2.51 | $1.60 | $0.40 | $-0.06 | $-0.46 | |
| EPS (Diluted) | $3.92 | $3.22 | $4.84 | $4.24 | $3.18 | $3.66 | $2.91 | $3.25 | $2.20 | $3.25 | $2.50 | $1.59 | $0.40 | $-0.06 | $-0.46 | |
| Shares (Basic) | 107,462,000 | 107,355,000 | · | 107,264,000 | 107,245,000 | · | 107,049,000 | 107,042,000 | 106,910,000 | · | 106,834,000 | 106,827,000 | 106,675,000 | · | 106,596,000 | |
| Shares (Diluted) | 107,732,000 | 107,623,000 | · | 107,538,000 | 107,518,000 | · | 107,562,000 | 107,525,000 | 107,407,000 | · | 107,498,000 | 107,278,000 | 107,154,000 | · | 106,596,000 | |
| EBITDA | $450M | $493M | · | $466M | $362M | · | $322M | $373M | $334M | · | $273M | $169M | $87M | · | $-68M |
Bilans
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.69B | $2.36B | $2.80B | $1.99B | $1.12B | $1.62B | $1.01B | $1.70B | $1.68B | · | $1.49B | $830M | $907M | · | $1.15B | |
| Receivables | $1.48B | $1.37B | $1.29B | $1.44B | $1.73B | $1.26B | $762M | $648M | $670M | · | $754M | $631M | $299M | · | $325M | |
| Inventory | $1.09B | $894M | $737M | $1.10B | $1.41B | $1.08B | $1.25B | $1.03B | $971M | · | $883M | $756M | $751M | · | $811M | |
| Prepaid Expense | $112M | $113M | $99M | $86M | $95M | $75M | $75M | $79M | $64M | · | $52M | $53M | $45M | · | $47M | |
| Other Current Assets | $741M | $666M | $643M | $635M | $642M | $547M | $529M | $527M | $426M | · | $332M | $352M | $273M | · | $240M | |
| Current Assets | $5.32B | $5.65B | $6.03B | $5.90B | $5.42B | $5.09B | $3.82B | $3.95B | $4.24B | · | $3.82B | $3.66B | $3.62B | · | $3.34B | |
| PP&E (Net) | $5.64B | $5.67B | $5.68B | $5.76B | $5.72B | $5.41B | $5.33B | $5.14B | $4.92B | · | $4.07B | $4.02B | $3.86B | · | $3.12B | |
| PP&E (Gross) | $8.48B | $8.36B | $8.23B | $8.19B | $8.02B | $7.50B | $7.30B | $7.01B | $6.69B | · | $5.76B | $5.63B | $5.39B | · | $4.52B | |
| Accum. Depreciation | $2.83B | $2.69B | $2.56B | $2.43B | $2.30B | $2.09B | $1.98B | $1.87B | $1.78B | · | $1.68B | $1.61B | $1.53B | · | $1.40B | |
| Goodwill | $30M | $31M | $31M | $31M | $31M | $28M | $30M | $29M | $29M | $30M | $28M | $29M | $14M | $14M | $14M | |
| Intangibles | $63M | $65M | $51M | $51M | $52M | $55M | $57M | $59M | $62M | · | $66M | $70M | $28M | · | $37M | |
| Other Non-current Assets | $757M | $767M | $760M | $766M | $702M | $698M | $616M | $555M | $536M | · | $430M | $414M | $387M | · | $311M | |
| Total Assets | $13.39B | $13.35B | $13.32B | $13.46B | $12.86B | $12.12B | $11.44B | $11.01B | $10.76B | · | $9.58B | $9.00B | $8.56B | · | $7.49B | |
| Accounts Payable | $346M | $307M | $406M | $285M | $368M | $482M | $265M | $231M | $239M | · | $111M | $246M | $286M | · | $188M | |
| Accrued Liabilities | $410M | $437M | $519M | $588M | $593M | $509M | $521M | $540M | $528M | · | $600M | $303M | $392M | · | $333M | |
| Current Liabilities | $2.11B | $2.21B | $2.25B | $3.09B | $2.85B | $2.08B | $1.78B | $1.77B | $1.76B | · | $1.20B | $1.09B | $1.17B | · | $816M | |
| Capital Leases | $108M | $105M | $104M | $92M | $49M | $66M | $69M | $32M | $34M | · | $34M | $36M | $38M | · | $45M | |
| Deferred Tax | $62M | $67M | $70M | $56M | $57M | $55M | $53M | $44M | $41M | · | $48M | $44M | $32M | · | $25M | |
| Other Non-current Liabilities | $292M | $300M | $296M | $263M | $222M | $234M | $228M | $174M | $171M | · | $137M | $140M | $121M | · | $474M | |
| Total Liabilities | $3.07B | $3.47B | $3.78B | $4.44B | $4.31B | $4.15B | $3.84B | $3.76B | $3.86B | · | $3.28B | $2.96B | $2.70B | · | $1.66B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | $499M | $438M | $321M | · | $266M | |
| Total Debt | $0 | $237M | · | $283M | $328M | · | $373M | $419M | $419M | · | $499M | $437M | $320M | · | $260M | |
| Common Stock | $107.0K | $107.0K | $107.0K | $107.0K | $107.0K | $107.0K | $107.0K | $107.0K | $107.0K | · | $107.0K | $107.0K | $107.0K | · | $107.0K | |
| Retained Earnings | $7.56B | $7.14B | $6.79B | $6.27B | $5.81B | $5.26B | $4.87B | $4.56B | $4.21B | · | $3.62B | $3.35B | $3.18B | · | $3.15B | |
| AOCI | $-156M | $-168M | $-155M | $-155M | $-161M | $-184M | $-169M | $-188M | $-184M | · | $-199M | $-186M | $-180M | · | $-200M | |
| Stockholders' Equity | $10.32B | $9.88B | $9.54B | $9.02B | $8.55B | $7.98B | $7.59B | $7.26B | $6.90B | $6.69B | $6.30B | $6.04B | $5.87B | $5.84B | $5.83B | |
| Liabilities + Equity | $13.39B | $13.35B | $13.32B | $13.46B | $12.86B | $12.12B | $11.44B | $11.01B | $10.76B | · | $9.58B | $9.00B | $8.56B | · | $7.49B | |
| Shares Outstanding | 107,469,302 | 107,453,003 | 107,309,794 | 107,307,994 | 107,247,360 | 107,060,281 | 107,057,732 | 107,045,972 | 107,041,246 | 106,847,000 | 106,844,040 | 106,830,548 | 106,825,067 | 106,609,000 | 106,605,913 |
Przepływy pieniężne
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $148M | $147M | $141M | $138M | $126M | $124M | $111M | $97M | $91M | $90M | $78M | $72M | $69M | $71M | $67M | |
| Stock-based Comp | $7M | $7M | $3M | $7M | $7M | $6M | $7M | $8M | $7M | $11M | $8M | $8M | $7M | $8M | $12M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | $3M | · | · | |
| Other Non-cash | · | $-716M | · | · | · | · | · | · | $-66M | · | · | · | $-153M | · | · | |
| Operating Cash Flow | $-145M | $-215M | $1.24B | $1.27B | $150M | $811M | $-54M | $193M | $268M | $561M | $165M | $-90M | $-35M | $795M | $129M | |
| CapEx | $161M | $119M | $172M | $204M | $288M | $314M | $434M | $365M | $413M | $347M | $286M | $383M | $371M | $327M | $223M | |
| Investing Cash Flow | $-143M | $-149M | $-187M | $-228M | $-262M | $-221M | $-666M | $-107M | $-569M | $-173M | $444M | $-98M | $-645M | $-570M | $-761M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $60M | $111M | $136M | · | $84M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | $136M | · | · | |
| Financing Cash Flow | $-392M | $-72M | $-244M | $-223M | $447M | $31M | $22M | $-68M | $41M | $61M | $60M | $109M | $108M | $100M | $84M | |
| Net Change in Cash | · | · | · | · | · | · | $-695M | $14M | $-262M | · | $666M | $-78M | $-571M | $333M | $-548M | |
| Free Cash Flow | · | $-333M | · | · | · | · | · | · | $-146M | · | · | · | $-406M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $-154M | · | · | · | $-406M | · | · |
Rentowność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 57.3% | 46.6% | · | 38.3% | 45.6% | · | 50.2% | 49.4% | 43.6% | · | 47.0% | 38.3% | 20.4% | · | 3.3% | |
| Operating Margin | 42.6% | 33.1% | · | 29.2% | 33.0% | · | 36.3% | 36.9% | 30.6% | · | 34.1% | 20.8% | 3.3% | · | -10.9% | |
| Net Margin | 40.0% | 33.2% | · | 28.6% | 31.2% | · | 35.3% | 34.6% | 29.8% | · | 33.5% | 21.0% | 7.8% | · | -7.8% | |
| Pretax Margin | 43.5% | 33.9% | · | 28.9% | 32.1% | · | 36.9% | 37.3% | 32.2% | · | 36.3% | 23.2% | 6.5% | · | -9.8% | |
| EBITDA Margin | 42.6% | 47.2% | · | 29.2% | 33.0% | · | 36.3% | 36.9% | 42.0% | · | 34.1% | 20.8% | 15.8% | · | -10.9% | |
| ROA | 3.2% | 2.7% | · | 3.7% | 2.9% | · | 3.0% | 3.5% | 2.5% | · | 3.1% | 2.1% | 0.53% | · | -0.67% | |
| ROE | 4.5% | 3.8% | · | 5.5% | 4.3% | · | 4.5% | 5.3% | 3.7% | · | 4.4% | 2.9% | 0.72% | · | -0.84% | |
| ROIC | 4.0% | 3.3% | · | 5.0% | 4.0% | · | 3.9% | 4.5% | 3.1% | · | 3.7% | 2.4% | 0.35% | · | -0.89% |
Płynność i wypłacalność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.5 | 2.6 | · | 1.9 | 1.9 | · | 2.1 | 2.2 | 2.4 | · | 3.2 | 3.4 | 3.1 | · | 4.1 | |
| Quick Ratio | 1.5 | 1.7 | · | 1.1 | 1.0 | · | 1.0 | 1.3 | 1.3 | · | 1.9 | 1.3 | 1.0 | · | 1.8 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.0 | |
| LT Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 26.4 | · | 73.1 | 119.1 | 24.1 | · | -22.9 |
Efektywność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | 0.4 | 0.5 | · | 0.8 | 0.5 | · | 0.4 | 0.6 | 0.5 | · | 0.5 | 0.6 | 0.5 | · | 0.8 | |
| Receivables Turnover | 0.7 | 0.7 | · | 1.4 | 0.9 | · | 1.2 | 1.6 | 1.6 | · | 1.5 | 1.5 | 1.9 | · | 2.2 |
Na akcję
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $96.03 | $91.93 | · | $84.01 | $79.69 | · | $70.93 | $67.78 | $64.48 | · | $58.99 | $56.53 | $54.94 | · | $54.67 | |
| Revenue / Share | $9.80 | $9.70 | · | $14.83 | $10.20 | · | $8.25 | $9.40 | $7.39 | · | $7.45 | $7.56 | $5.12 | · | $5.90 | |
| Cash Flow / Share | · | $-2.00 | · | · | · | · | · | · | $2.49 | · | · | · | $-0.32 | · | · | |
| Cash / Share | $15.71 | $21.99 | · | $18.57 | $10.49 | · | $9.39 | $15.91 | $15.71 | · | $13.97 | $7.77 | $8.49 | · | $10.80 | |
| EPS (TTM) | $16.22 | $15.48 | · | · | · | · | · | · | · | · | $4.43 | $1.47 | $0.40 | · | $0.88 |
Wycena (TTM)
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.38B | $5.42B | · | · | · | · | · | · | · | · | $3.16B | $2.99B | $2.80B | · | $2.52B | |
| Net Income TTM | $1.75B | $1.67B | · | · | · | · | · | · | · | · | $474M | $156M | $42M | · | $95M | |
| Market Cap | $25.36B | $21.20B | · | $23.66B | $17.75B | · | $26.70B | $24.13B | $18.07B | · | $17.26B | $20.31B | $23.23B | · | $14.10B | |
| Enterprise Value | $23.67B | $19.07B | · | $21.96B | $16.96B | · | $26.07B | $22.85B | $16.81B | · | $16.27B | $19.91B | $22.65B | · | $13.21B | |
| P/E | 14.5 | 12.7 | · | · | · | · | · | · | · | · | 36.5 | 129.3 | 543.8 | · | 150.3 | |
| P/S | 4.7 | 3.9 | · | · | · | · | · | · | · | · | 5.5 | 6.8 | 8.3 | · | 5.6 | |
| P/B | 2.5 | 2.1 | · | 2.6 | 2.1 | · | 3.5 | 3.3 | 2.6 | · | 2.7 | 3.4 | 4.0 | · | 2.4 | |
| P / Tangible Book | 2.5 | 2.2 | · | 2.6 | 2.1 | · | 3.6 | 3.4 | 2.7 | · | 2.8 | 3.4 | 4.0 | · | 2.4 | |
| P / Cash Flow | · | -98.6 | · | · | · | · | · | · | 67.5 | · | · | · | -671.6 | · | · | |
| EV / Revenue | 4.4 | 3.5 | · | · | · | · | · | · | · | · | 5.1 | 6.7 | 8.1 | · | 5.2 | |
| Earnings Yield | 6.9% | 7.8% | · | · | · | · | · | · | · | · | 2.7% | 0.77% | 0.18% | · | 0.67% |
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 | $5.22B | $4.21B | $3.32B | $2.62B | $2.92B |
| Marża Brutto % | 40.6% | 44.2% | 39.2% | 2.7% | 25.0% |
| Marża Operacyjna % | 30.6% | 33.1% | 25.8% | -1.0% | 20.1% |
| Zysk netto | $1.53B | $1.29B | $831M | $-44M | $469M |
| Rozwodniony EPS | $14.21 | $12.02 | $7.74 | $-0.41 | $4.38 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 |
| Wskaźnik bieżący | 2.7 | 2.4 | 3.5 | 3.7 | 4.4 |
| Wskaźnik Szybkości | 1.8 | 1.4 | 2.0 | 1.7 | 2.6 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $1.19B | $-308M | $-785M | $-30M | $-303M |
Właściciele instytucjonalni (13F) 1 141 emitentów · $36.6B 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 |
|---|---|---|---|---|
| 163 (+7 vs poprzedni kw.) | 102 (-89 vs poprzedni kw.) | 364 (+26 vs poprzedni kw.) | 375 (-8 vs poprzedni kw.) | +10.8M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $3 512 003 027 | 13 444 103 | 9,60% | Akcje |
| BlackRock, Inc. | $3 310 298 243 | 14 029 065 | 9,05% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 738 883 624 | 7 369 400 | 4,75% | Opcja kupna |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 613 244 598 | 6 836 941 | 4,41% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 330 447 718 | 5 638 446 | 3,64% | Akcje |
| STATE STREET CORP | $1 315 719 095 | 5 576 026 | 3,60% | Akcje |
| JANE STREET GROUP, LLC | $1 294 028 236 | 5 484 100 | 3,54% | Opcja kupna |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 237 232 664 | 5 243 400 | 3,38% | Opcja sprzedaży |
| JANE STREET GROUP, LLC | $1 122 910 044 | 4 758 900 | 3,07% | Opcja sprzedaży |
| CITADEL ADVISORS LLC | $1 046 576 984 | 4 435 400 | 2,86% | Opcja kupna |
| Capital World Investors | $970 890 218 | 4 114 639 | 2,65% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $733 056 154 | 3 109 602 | 2,00% | Akcje |
| Hill City Capital, LP | $620 133 555 | 2 628 130 | 1,69% | Akcje |
| Invesco Ltd. | $613 370 941 | 2 599 470 | 1,68% | Akcje |
| CITADEL ADVISORS LLC | $544 076 568 | 2 305 800 | 1,49% | Opcja sprzedaży |
| FMR LLC | $514 207 619 | 2 179 215 | 1,41% | Akcje |
| MORGAN STANLEY | $422 488 923 | 1 790 509 | 1,15% | Akcje |
| Amundi | $408 344 126 | 1 730 693 | 1,12% | Akcje |
| Walleye Trading LLC | $400 471 312 | 1 697 200 | 1,09% | Opcja kupna |
| NORGES BANK | $377 192 206 | 1 598 543 | 1,03% | Akcje |
| WOLVERINE TRADING, LLC | $322 956 144 | 1 444 800 | 0,88% | Opcja kupna |
| DIMENSIONAL FUND ADVISORS LP | $320 635 592 | 1 358 967 | 0,88% | Akcje |
| D. E. Shaw & Co., Inc. | $311 332 939 | 1 319 431 | 0,85% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $307 192 548 | 1 301 884 | 0,84% | Akcje |
| Clean Energy Transition LLP | $301 612 803 | 1 278 237 | 0,82% | Akcje |
| NORTHERN TRUST CORP | $298 424 273 | 1 264 724 | 0,82% | Akcje |
| UBS Group AG | $286 693 051 | 1 215 007 | 0,78% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $283 096 111 | 1 435 142 | 0,77% | Akcje |
| JPMORGAN CHASE & CO | $276 008 186 | 1 185 601 | 0,75% | Akcje |
| Pictet Asset Management Holding SA | $269 948 858 | 1 144 045 | 0,74% | Akcje |
| WOLVERINE TRADING, LLC | $269 286 591 | 1 204 700 | 0,74% | Opcja sprzedaży |
| SAMLYN CAPITAL, LLC | $246 691 225 | 1 045 479 | 0,67% | Akcje |
| Walleye Trading LLC | $224 846 284 | 952 900 | 0,61% | Opcja sprzedaży |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $218 144 783 | 924 499 | 0,60% | Akcje |
| DEUTSCHE BANK AG\ | $212 626 152 | 901 111 | 0,58% | Akcje |
| PEAK6 LLC | $212 505 576 | 900 600 | 0,58% | Opcja kupna |
| HSBC HOLDINGS PLC | $190 289 171 | 806 256 | 0,52% | Akcje |
| BANK OF AMERICA CORP /DE/ | $171 042 777 | 724 880 | 0,47% | Akcje |
| GOLDMAN SACHS GROUP INC | $167 443 314 | 709 626 | 0,46% | Akcje |
| Bank of New York Mellon Corp | $164 961 943 | 699 110 | 0,45% | Akcje |
| D. E. Shaw & Co., Inc. | $156 583 056 | 663 600 | 0,43% | Opcja kupna |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $156 361 253 | 662 660 | 0,43% | Akcje |
| Mirova US LLC | $154 700 331 | 655 621 | 0,42% | Akcje |
| Robeco Schweiz AG | $153 827 751 | 651 923 | 0,42% | Akcje |
| Legal & General Group Plc | $153 164 702 | 649 113 | 0,42% | Akcje |
| CITIGROUP INC | $151 533 512 | 642 200 | 0,41% | Opcja kupna |
| VANGUARD FIDUCIARY TRUST CO | $141 378 030 | 599 161 | 0,39% | Akcje |
| D. E. Shaw & Co., Inc. | $135 016 312 | 572 200 | 0,37% | Opcja sprzedaży |
| Two Seas Capital LP | $111 255 140 | 471 500 | 0,30% | Opcja kupna |
| MILLENNIUM MANAGEMENT LLC | $107 196 628 | 454 300 | 0,29% | Opcja kupna |
Aktywiści i właściciele 5%+ 2 akcje
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Farhad Fred Ebrahimi, Mary Wilkie Ebrahimi ×10 zgłoszenia | 25 marca 2025 | 4,95% | Aneks | · | SEC |
| Lukas T. Walton ×5 zgłoszenia | 21 grudnia 2020 | · | Pierwotne zgłoszenie | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Insiderzy spółki 59 insiderów · 26 dyrektorzy generalni · 20 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Robert J Gillette | CEO | 25 października 2011 M | 62 541 | 0 | 0 | $0 |
| Joseph Kishkill | President, International | 30 czerwca 2016 M | 38 202 | 0 | 0 | $0 |
| T.L. Kallenbach | President, Components Bus Grp | 31 grudnia 2011 M | 11 281 | 0 | 0 | $0 |
| Jens Meyerhoff | President, Util. Sys. Bus. | 30 września 2011 M | 29 768 | 0 | 0 | $0 |
| Bruce Sohn | President, Operations | 30 kwietnia 2011 M | 41 645 | 0 | 0 | $0 |
| Markus Gloeckler | Chief Technology Officer | 1 października 2026 S | 5 042 | 0 | 13 | $-3 059 338 |
| Samantha L. Sloan | EVP, Corporate Affairs | 1 września 2026 M | 2 353 | 0 | 8 | $-135 935 |
| Patrick James Buehler | Chief Product Officer | 2 czerwca 2026 S | 4 406 | 0 | 8 | $-1 392 158 |
| Caroline Stockdale | Chief People and Comm. Officer | 28 maja 2026 S | 23 792 | 0 | 8 | $-3 574 288 |
| Byron Michael Jeffers | VP - Global Controller and CAO | 12 sierpnia 2024 S | 0 | 0 | 0 | $0 |
| Raffi Garabedian | Chief Technology Officer | 7 marca 2021 M | 17 603 | 0 | 0 | $0 |
| Paul J Kaleta | EVP, Genl Counsel & Secretary | 31 marca 2020 M | 27 879 | 0 | 0 | $0 |
| Christopher Bueter | EVP, Human Resources | 17 czerwca 2019 S | 0 | 0 | 0 | $0 |
| Bryan Robert Schumaker | Chief Accounting Officer | 8 marca 2019 M | 4 090 | 0 | 0 | $0 |
| Timothy Brian Rebhorn | EVP, Corp Dev & Strategic Mktg | 30 czerwca 2016 M | 19 210 | 0 | 0 | $0 |
| Carol Campbell | EVP, Human Resources | 21 stycznia 2014 S | 0 | 0 | 0 | $0 |
| Mary Elizabeth Gustafsson | EVP, General Counsel, Secty. | 30 września 2013 M | 41 510 | 0 | 0 | $0 |
| James G. Brown Jr. | EVP, Global Business Dev | 4 kwietnia 2013 M | 15 616 | 0 | 0 | $0 |
| Maja Wessels | EVP, Global Public Affairs | 4 kwietnia 2013 M | 23 283 | 0 | 0 | $0 |
| David J Eaglesham | Chief Technology Officer | 28 kwietnia 2012 M | 9 070 | 0 | 0 | $0 |
| James Zhu | Chief Accounting Officer | 30 lipca 2011 M | 8 414 | 0 | 0 | $0 |
| John T Gaffney | Executive VP | 1 grudnia 2009 M | 18 722 | 0 | 0 | $0 |
| John Eugene Carrington | Executive Vice President | 24 sierpnia 2009 M | 13 196 | 0 | 0 | $0 |
| Kenneth M Schultz | Executive Vice President | 16 sierpnia 2008 M | 3 127 | 0 | 0 | $0 |
| James R. Miller | Executive Vice President | 31 marca 2008 A | · | 0 | 0 | $0 |
| Paul I Kacir | VP and Corporate Secretary | 26 listopada 2007 M | 1 500 | 0 | 0 | $0 |
| Norman L. Wright | Dyrektor | 30 września 2026 A | 5 309 | 0 | 0 | $0 |
| Anita M. George | Dyrektor | 30 września 2026 A | 5 471 | 0 | 0 | $0 |
| Venkata S M Renduchintala | Dyrektor | 30 września 2026 A | 2 433 | 0 | 0 | $0 |
| Lisa A Kro | Dyrektor | 30 września 2026 A | 4 899 | 0 | 0 | $0 |
| Michael J Ahearn | Dyrektor | 30 września 2026 A | 66 479 | 0 | 0 | $0 |
| Michael T Sweeney | Dyrektor | 30 września 2026 A | 14 625 | 0 | 1 | $-1 219 995 |
| Curtis A Morgan | Dyrektor | 30 września 2026 A | 523 | 0 | 0 | $0 |
| Paul H Stebbins | Dyrektor | 30 września 2026 A | 16 250 | 0 | 3 | $-1 836 804 |
| POST WILLIAM J | Dyrektor | 30 września 2026 A | 27 685 | 0 | 0 | $0 |
| Molly Joseph | Dyrektor | 30 czerwca 2025 A | 16 195 | 0 | 0 | $0 |
| Richard D Chapman | Dyrektor | 28 czerwca 2024 A | 1 245 | 0 | 0 | $0 |
| George A Hambro | Dyrektor | 28 czerwca 2024 A | 25 599 | 0 | 0 | $0 |
| Craig R Kennedy | Dyrektor | 28 czerwca 2024 A | 14 108 | 0 | 0 | $0 |
| Kathryn A Hollister | Dyrektor | 30 czerwca 2022 A | 2 846 | 0 | 0 | $0 |
| Sharon L. Allen | Dyrektor | 30 czerwca 2022 A | 24 813 | 0 | 0 | $0 |
| James F Nolan | Dyrektor | 30 marca 2018 A | 44 826 | 0 | 0 | $0 |
| Thomas J Presby | Dyrektor | 30 marca 2018 A | 20 991 | 0 | 0 | $0 |
| James Alton Hughes | Dyrektor | 1 września 2016 M | 113 304 | 0 | 0 | $0 |
| Jose H Villarreal | Dyrektor | 30 czerwca 2012 A | 6 036 | 0 | 0 | $0 |
| Lukas T Walton | Posiadacz 10% | 30 października 2020 S | 8 841 358 | 0 | 0 | $0 |
| John T. Walton Residuary Trust | Posiadacz 10% | 26 października 2016 J | 0 | 0 | 0 | $0 |
| JCL Holdings LLC | Posiadacz 10% | 26 października 2016 J | 0 | 0 | 0 | $0 |
| Estate of John T. Walton | Posiadacz 10% | 26 marca 2012 W | 0 | 0 | 0 | $0 |
| Jason E. Dymbort | · | 11 sierpnia 2026 S | 5 624 | 0 | 10 | $-3 823 196 |
| Michael Koralewski | · | 3 sierpnia 2026 S | 7 642 | 0 | 9 | $-2 054 440 |
| Mark R Widmar | · | 26 maja 2026 S | 81 861 | 0 | 45 | $-9 006 225 |
| Kuntal Kumar Verma | · | 21 maja 2026 S | 4 967 | 0 | 16 | $-2 550 531 |
| Nathan B. Theurer | · | 6 maja 2026 S | 0 | 0 | 11 | $-156 763 |
| Alexander R. Bradley | · | 4 maja 2026 M | 30 712 | 0 | 12 | $-4 006 656 |
| Georges Antoun | · | 4 maja 2026 M | 19 918 | 0 | 20 | $-10 618 164 |
| Philip Dejong | · | 10 marca 2021 S | 8 306 | 0 | 0 | $0 |
| JCL FSLR Holdings, LLC | · | 26 października 2016 J | 0 | 0 | 0 | $0 |
| JTW Trust No. 1 UAD 9/19/02 | · | 4 marca 2011 S | 1 600 000 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 151 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 |
|---|---|---|---|---|
| TAN · Invesco Exchange-Traded Fund Trust … | 8,95% | 460 269 SH | 2 października 2026 | Dziennie |
| VCLN · Virtus ETF Trust II | 8,07% | 2 097 NS | 31 lipca 2026 | N-PORT |
| ICLN · iShares Trust | 7,86% | 812 918 SH | 11 września 2026 | Dziennie |
| SDG · iShares Trust | 3,87% | 31 180 SH | 11 września 2026 | Dziennie |
| ETEC · iShares Trust | 3,61% | 701 SH | 11 września 2026 | Dziennie |
| POWR · iShares, Inc. | 2,99% | 65 781 SH | 11 września 2026 | Dziennie |
| BUL · Pacer Funds Trust | 2,90% | 18 055 NS | 31 lipca 2026 | N-PORT |
| ERTH · Invesco Exchange-Traded Fund Trust | 2,81% | 19 945 SH | 2 października 2026 | Dziennie |
| FXN · First Trust Exchange-Traded AlphaDE… | 2,73% | 48 986 NS | 31 lipca 2026 | N-PORT |
| CCSO · Tidal Trust II | 2,24% | 4 852 NS | 31 lipca 2026 | N-PORT |
| NUMG · Nushares ETF Trust | 1,62% | 26 846 NS | 31 lipca 2026 | N-PORT |
| PBW · Invesco Exchange-Traded Fund Trust | 1,55% | 30 318 SH | 2 października 2026 | Dziennie |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,51% | 179 434 SH | 2 października 2026 | Dziennie |
| NUMV · Nushares ETF Trust | 1,30% | 27 417 NS | 31 lipca 2026 | N-PORT |
| PWRD · TCW ETF Trust | 1,24% | 85 705 NS | 31 lipca 2026 | N-PORT |
| RSPT · Invesco Exchange-Traded Fund Trust | 1,09% | 390 984 SH | 2 października 2026 | Dziennie |
| RPG · Invesco Exchange-Traded Fund Trust | 1,01% | 114 722 SH | 2 października 2026 | Dziennie |
| GURU · Global X Funds | 0,98% | 2 856 NS | 31 lipca 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,93% | 63 516 SH | 2 października 2026 | Dziennie |
| FPWR · First Trust Exchange-Traded Fund IV | 0,86% | 1 204 NS | 31 lipca 2026 | N-PORT |
| IYE · iShares Trust | 0,85% | 78 025 SH | 11 września 2026 | Dziennie |
| JOET · Virtus ETF Trust II | 0,82% | 9 478 NS | 31 lipca 2026 | N-PORT |
| MADE · iShares Trust | 0,76% | 2 176 SH | 11 września 2026 | Dziennie |
| PBD · Invesco Exchange-Traded Fund Trust … | 0,76% | 5 076 SH | 2 października 2026 | Dziennie |
| ALTL · Pacer Funds Trust | 0,75% | 3 275 NS | 31 lipca 2026 | N-PORT |
| COWG · Pacer Funds Trust | 0,70% | 73 696 NS | 31 lipca 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,70% | 43 570 NS | 31 lipca 2026 | N-PORT |
| PABU · iShares Trust | 0,65% | 77 982 SH | 11 września 2026 | Dziennie |
| PALC · Pacer Funds Trust | 0,61% | 6 073 NS | 31 lipca 2026 | N-PORT |
| SPHB · Invesco Exchange-Traded Fund Trust … | 0,59% | 33 229 SH | 2 października 2026 | Dziennie |
| FVAL · FIDELITY COVINGTON TRUST | 0,58% | 36 588 NS | 31 lipca 2026 | N-PORT |
| CCNR · Financial Investors Trust | 0,52% | 10 617 NS | 31 lipca 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,52% | 9 278 SH | 19 sierpnia 2026 | Dziennie |
| HIBL · Direxion Shares ETF Trust | 0,51% | 1 809 NS | 31 lipca 2026 | N-PORT |
| VLUE · iShares Trust | 0,39% | 179 627 SH | 11 września 2026 | Dziennie |
| RCGE · EA Series Trust | 0,38% | 1 805 NS | 31 lipca 2026 | N-PORT |
| COWZ · Pacer Funds Trust | 0,38% | 333 632 NS | 31 lipca 2026 | N-PORT |
| USMV · iShares Trust | 0,37% | 427 359 SH | 11 września 2026 | Dziennie |
| ESMV · iShares Trust | 0,36% | 134 SH | 11 września 2026 | Dziennie |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,35% | 9 468 NS | 31 lipca 2026 | N-PORT |
| NULV · Nushares ETF Trust | 0,33% | 34 504 NS | 31 lipca 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,33% | 676 272 SH | 19 sierpnia 2026 | Dziennie |
| VOT · VANGUARD INDEX FUNDS | 0,26% | 391 007 SH | 19 sierpnia 2026 | Dziennie |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,24% | 17 914 NS | 31 lipca 2026 | N-PORT |
| XT · iShares Trust | 0,22% | 41 810 SH | 11 września 2026 | Dziennie |
| EIPX · First Trust Exchange-Traded Fund IV | 0,22% | 5 757 NS | 31 lipca 2026 | N-PORT |
| IWS · iShares Trust | 0,20% | 144 112 SH | 11 września 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,19% | 9 031 SH | 2 października 2026 | Dziennie |
| EUSA · iShares, Inc. | 0,19% | 17 544 SH | 11 września 2026 | Dziennie |
| DFLV · Dimensional ETF Trust | 0,19% | 60 319 NS | 31 lipca 2026 | N-PORT |
| SIZE · iShares Trust | 0,18% | 3 698 SH | 11 września 2026 | Dziennie |
| RSP · Invesco Exchange-Traded Fund Trust | 0,17% | 960 996 SH | 2 października 2026 | Dziennie |
| FCPI · FIDELITY COVINGTON TRUST | 0,16% | 2 090 NS | 31 lipca 2026 | N-PORT |
| IMCG · iShares Trust | 0,16% | 30 320 SH | 11 września 2026 | Dziennie |
| FEUS · FlexShares Trust | 0,16% | 825 NS | 31 lipca 2026 | N-PORT |
| IWR · iShares Trust | 0,16% | 417 451 SH | 11 września 2026 | Dziennie |
| IMCB · iShares Trust | 0,15% | 11 948 SH | 11 września 2026 | Dziennie |
| ROUS · Lattice Strategies Trust | 0,14% | 4 806 NS | 31 lipca 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,14% | 1 688 NS | 31 lipca 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,14% | 1 170 690 SH | 19 sierpnia 2026 | Dziennie |
| VGT · VANGUARD WORLD FUND | 0,14% | 1 015 030 SH | 19 sierpnia 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,14% | 130 199 NS | 31 lipca 2026 | N-PORT |
| IMCV · iShares Trust | 0,14% | 7 662 SH | 11 września 2026 | Dziennie |
| VFMF · VANGUARD WELLINGTON FUND | 0,13% | 3 888 SH | 19 sierpnia 2026 | Dziennie |
| XOEF · iShares Trust | 0,12% | 134 SH | 11 września 2026 | Dziennie |
| LGDX · Tidal Trust III | 0,12% | 834 NS | 31 lipca 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,12% | 1 105 856 SH | 19 sierpnia 2026 | Dziennie |
| TECL · Direxion Shares ETF Trust | 0,11% | 26 251 NS | 31 lipca 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,11% | 77 159 NS | 31 lipca 2026 | N-PORT |
| IGM · iShares Trust | 0,10% | 50 959 SH | 11 września 2026 | Dziennie |
| DFVX · Dimensional ETF Trust | 0,10% | 2 384 NS | 31 lipca 2026 | N-PORT |
| EGUS · iShares Trust | 0,10% | 127 SH | 11 września 2026 | Dziennie |
| SUSA · iShares Trust | 0,10% | 18 454 SH | 11 września 2026 | Dziennie |
| ACWV · iShares, Inc. | 0,09% | 15 332 SH | 11 września 2026 | Dziennie |
| ESGU · iShares Trust | 0,09% | 81 464 SH | 11 września 2026 | Dziennie |
| GARP · iShares Trust | 0,09% | 13 547 SH | 11 września 2026 | Dziennie |
| USXF · iShares Trust | 0,08% | 6 033 SH | 11 września 2026 | Dziennie |
| IXN · iShares Trust | 0,08% | 36 483 SH | 11 września 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,07% | 1 955 NS | 31 lipca 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,07% | 169 219 NS | 31 lipca 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,07% | 602 NS | 31 lipca 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 1 563 NS | 31 lipca 2026 | N-PORT |
| TYLG · Global X Funds | 0,07% | 48 NS | 31 lipca 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,07% | 6 099 SH | 19 sierpnia 2026 | Dziennie |
| VOOG · VANGUARD ADMIRAL FUNDS | 0,07% | 79 858 SH | 19 sierpnia 2026 | Dziennie |
| EGLE · Global X Funds | 0,07% | 7 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,07% | 10 493 NS | 31 lipca 2026 | N-PORT |
| IVW · iShares Trust | 0,06% | 229 710 SH | 11 września 2026 | Dziennie |
| SUSL · iShares Trust | 0,06% | 3 580 SH | 11 września 2026 | Dziennie |
| SPTE · SP Funds Trust | 0,06% | 604 NS | 31 lipca 2026 | N-PORT |
| DSI · iShares Trust | 0,06% | 15 688 SH | 11 września 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,06% | 58 277 SH | 19 sierpnia 2026 | Dziennie |
| IUSG · iShares Trust | 0,06% | 94 526 SH | 11 września 2026 | Dziennie |
| GLBL · Pacer Funds Trust | 0,06% | 3 NS | 31 lipca 2026 | N-PORT |
| HDUS · Lattice Strategies Trust | 0,06% | 545 NS | 31 lipca 2026 | N-PORT |
| IWD · iShares Trust | 0,05% | 214 178 SH | 11 września 2026 | Dziennie |
| VUG · VANGUARD INDEX FUNDS | 0,05% | 791 364 SH | 19 sierpnia 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,05% | 27 363 NS | 31 lipca 2026 | N-PORT |
| XYLG · Global X Funds | 0,04% | 123 NS | 31 lipca 2026 | N-PORT |
| TOPC · iShares Trust | 0,04% | 64 SH | 11 września 2026 | Dziennie |
| VOO · VANGUARD INDEX FUNDS | 0,04% | 2 790 200 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,04% | 22 976 SH | 19 sierpnia 2026 | Dziennie |
| TOV · EA Series Trust | 0,04% | 460 NS | 31 lipca 2026 | N-PORT |
| XVV · iShares Trust | 0,04% | 1 248 SH | 11 września 2026 | Dziennie |
| XYLD · Global X Funds | 0,04% | 5 919 NS | 31 lipca 2026 | N-PORT |
| CATH · Global X Funds | 0,04% | 2 325 NS | 31 lipca 2026 | N-PORT |
| ILCG · iShares Trust | 0,04% | 5 354 SH | 11 września 2026 | Dziennie |
| XCLR · Global X Funds | 0,04% | 6 NS | 31 lipca 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0,04% | 5 449 NS | 31 lipca 2026 | N-PORT |
| CHRI · Global X Funds | 0,03% | 13 NS | 31 lipca 2026 | N-PORT |
| CRBN · iShares Trust | 0,03% | 1 931 SH | 11 września 2026 | Dziennie |
| IVV · iShares Trust | 0,03% | 1 354 678 SH | 11 września 2026 | Dziennie |
| BKLC · BNY Mellon ETF Trust | 0,03% | 8 774 NS | 31 lipca 2026 | N-PORT |
| XRMI · Global X Funds | 0,03% | 80 NS | 31 lipca 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,03% | 14 053 NS | 31 lipca 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,03% | 1 721 NS | 31 lipca 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0,03% | 9 NS | 31 lipca 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0,03% | 406 NS | 31 lipca 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0,03% | 2 587 NS | 31 lipca 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,03% | 31 668 NS | 31 lipca 2026 | N-PORT |
| IWP · iShares Trust | 0,03% | 29 382 SH | 11 września 2026 | Dziennie |
| ILCB · iShares Trust | 0,03% | 1 968 SH | 11 września 2026 | Dziennie |
| IYY · iShares Trust | 0,03% | 4 554 SH | 11 września 2026 | Dziennie |
| XTR · Global X Funds | 0,03% | 7 NS | 31 lipca 2026 | N-PORT |
| ITOT · iShares Trust | 0,03% | 139 500 SH | 11 września 2026 | Dziennie |
| IWB · iShares Trust | 0,03% | 70 372 SH | 11 września 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,03% | 3 240 400 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,03% | 16 774 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,03% | 8 589 SH | 19 sierpnia 2026 | Dziennie |
| USCL · iShares Trust | 0,03% | 4 008 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,03% | 27 850 SH | 11 września 2026 | Dziennie |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 1 596 SH | 2 października 2026 | Dziennie |
| PBP · Invesco Exchange-Traded Fund Trust | 0,03% | 637 SH | 2 października 2026 | Dziennie |
| ILCV · iShares Trust | 0,03% | 1 816 SH | 11 września 2026 | Dziennie |
| HCMT · Direxion Shares ETF Trust | 0,03% | 748 NS | 31 lipca 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,03% | 17 685 SH | 2 października 2026 | Dziennie |
| SPXL · Direxion Shares ETF Trust | 0,03% | 8 402 NS | 31 lipca 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,03% | 7 219 SH | 2 października 2026 | Dziennie |
| TILT · FlexShares Trust | 0,03% | 2 686 NS | 31 lipca 2026 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,03% | 2 517 SH | 2 października 2026 | Dziennie |
| TOK · iShares Trust | 0,03% | 294 SH | 11 września 2026 | Dziennie |
| PHDG · Invesco Actively Managed Exchange-T… | 0,02% | 85 SH | 2 października 2026 | Dziennie |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,02% | 13 184 SH | 2 października 2026 | Dziennie |
| URTH · iShares, Inc. | 0,02% | 9 147 SH | 11 września 2026 | Dziennie |
| ACWI · iShares Trust | 0,02% | 32 367 SH | 11 września 2026 | Dziennie |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 11 510 SH | 2 października 2026 | Dziennie |
| VV · VANGUARD INDEX FUNDS | 0,02% | 59 506 SH | 19 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,02% | 85 572 SH | 19 sierpnia 2026 | Dziennie |
| PWS · Pacer Funds Trust | 0,02% | 22 NS | 31 lipca 2026 | N-PORT |
| IWF · iShares Trust | 0,00% | 19 149 SH | 11 września 2026 | Dziennie |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,00% | 8 303 SH | 19 sierpnia 2026 | Dziennie |
FSLR Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
30 analityków · 2026-09-29Średnia cel $276.17 +58,2%
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 |
|---|---|---|---|---|---|---|
| FSLR | $28.03B | 18.4 | 24.1% | 29.3% | 16.9% | 40.6% |
| ON | $21.48B | 186.7 | -15.3% | 2.0% | 1.5% | 33.1% |
| GFS | · | 22.0 | · | 13.0% | 7.8% | 24.9% |
| MTSI | $9.49B | -174.5 | 32.6% | -5.6% | -4.3% | 54.7% |
| SITM | $9.29B | -205.3 | 61.2% | -13.1% | -3.8% | 53.6% |
| LSCC | $10.76B | 3932.5 | 2.7% | 0.59% | 0.44% | 68.2% |
| SMTC | $7.51B | -176.1 | 15.5% | -3.9% | -7.3% | 51.6% |
| SWKS | · | 25.0 | -2.2% | · | · | · |
| RMBS | $9.90B | 43.5 | 27.1% | 32.6% | 17.8% | 79.6% |
| QRVO | $6.79B | 21.4 | -1.1% | 9.2% | 9.9% | 45.9% |
| MXL | $1.51B | -11.0 | 29.7% | -29.2% | -29.1% | 56.8% |
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