MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock
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O MACOM Technology Solutions Holdings, Inc. - Common Stock Przegląd firmy z Wikipedii
MACOM Technology Solutions, Inc. is an American developer and producer of radio, microwave, and millimeter wave semiconductor devices and components. The company is headquartered in Lowell, Massachusetts, and in 2005 was Lowell's largest private employer. MACOM is certified to the ISO 9001 international quality standard and ISO 14001 environmental standard. The company has design centers and sales offices in North America, Europe, Asia and Australia.
History
1950-1999
The company was founded in the 1950s as Microwave Associates by the engineers Vessarios Chigas, Louis Roberts, Hugh Wainwright and Richard M. Walker. The company was initially a small supplier of magnetrons to the U.S. Army Signal Corps.
In 1969, the company appointed as its president Lawrence Gould, who had joined the company in 1953 while finishing his PhD at MIT. Gould, appointed CEO in 1975, launched an acquisitions spree that included Digital Communications Corporation in 1978, Linkabit in 1980, and Ohio Scientific in 1981. In 1978, Gould changed the company’s name to M/A-COM to reflect its broader market focus.
During this timeframe, the company produced low power wideband RF amplifier modules for use in test & measurement.
Gould was fired as CEO in July 1982, and was replaced by Richard DiBona. After suffering a stroke in 1986, DiBona was replaced by Thomas Burke in 1987, who was killed in a September 1989 automobile accident. Thomas Vanderslice, former CEO of Apollo Computer, was named the final CEO of the independent M/A-COM in December 1989.
The company divested of DCC and Linkabit operations between 1986 and 1990. However, it faced severe financial pressures with the drop in defense spending in the 1990s. Vanderslice sold the company to AMP Inc., in an all-stock transaction completed in June 1995 that was valued at $316 million.
In 1999, AMP itself was acquired by Tyco Electronics.
2000–2010
In 2001, Tyco acquired Com-Net Ericsson and placed the company under the administration of MACOM, as part of the deal, the company acquired the EDACS radio systems team and products and merged them with its own OpenSky resources. The deal also allowed MACOM to become the second largest two-way radio communications manufacturer in the United States. The combined company subsequently developed a P25 radio offering, and has grown its critical communications systems business to be a large player in the modern wireless two-way communications market. In June 2003, XMA Corporation, located in Manchester, New Hampshire, purchased from MACOM the Omni Spectra line of coaxial attenuators and terminations.
On May 13, 2008, Tyco Electronics announced that it would sell its RF Components and Subsystem Business to Cobham plc for $425 million. Tyco Electronics retained the wireless communications part of MACOM, but renamed it Tyco Electronics Wireless Systems. On September 29, 2008, Tyco Electronics and Cobham announced the completion of the sale of Tyco Electronics’ M/A-COM Radio Frequency Components and Subsystems business to Cobham plc. Tyco Electronics kept its Wireless Systems business unit, and changed its name from M/A-COM to Tyco Electronics Wireless Systems.
On March 30, 2009, the company acquired all of the outstanding stock of M/A-COM Technology Solutions Inc., the primary operating subsidiary of MACOM and the related foreign operating subsidiary, M/ACOM Technology Solutions Limited from Cobham. Cobham plc announced that it had sold M/A-COM's commercial business segment, M/A-COM Technology Solutions, to John Ocampo, the owner of GaAs Labs, on March 31, 2009. In May 2010, MACOM acquired Mimix Broadband, a fabless supplier of GaAs semiconductors.
2011–present
In May 2011, MACOM acquired Optomai Inc., a semiconductor company that developed integrated circuits and modules for 40 and 100-Gbit/s fiber optic networks. The company announced it had reached a deal to purchase Mindspeed Technologies, a network infrastructure semiconductor business in November 2013. In February 2014, the company announced that it had sold Mindspeed's wireless business to Intel Corporation. On February 13, 2014, the company purchased Nitronex LLC, a privately held designer of gallium nitride semiconductors for $26 million. That same year, MACOM also purchased the RF and microwave company IKE Micro and SiPh services company, Photonic Controls. In November 2014, MACOM reached an agreement to buy BinOptics Corporation, a provider of InP lasers that started at Cornell University, for $230 million. In November 2015, the company announced that it planned to acquire the Japanese optical subassembly supplier, FiBest Limited, before the end of the first quarter in 2016. In December 2015, MACOM acquired Aeroflex's diode business, Aeroflex Metelics from Cobham for $38 million in cash. In January 2017, MACOM acquired Applied Micro Circuits Corporation. In February 2023, MACOM announced it had acquired the assets and operations of the Limeil-Brévannes semiconductor manufacturer, OMMIC SAS for €38.5 million. In August 2023, it was announced MACOM had entered into a definitive agreement to acquire the RF business of Wolfspeed.
Operations
Technology
MACOM develops and supplies semiconductor technologies for optical, wireless and satellite networks. The company has a portfolio of analog RF, microwave, millimeterwave and photonic semiconductor products. MACOM has 16 Design and Operational centers worldwide including 11 in the United States, two in Ireland and one in Australia, Japan and Taiwan. MACOM produces an array of chip technologies, including gallium arsenide (GaAs), gallium nitride (GaN), silicon photonics (SiPh), aluminum gallium arsenide (AlGaAs), indium phosphide (InP), silicon (Si), heterolithic microwave integrated circuit (HMIC), and silicon germanium (SiGe). The company's acquisition of BinOptics in 2014 allows it to use self-aligning etched facet technology to ensure an efficient manufacturing and testing process. Much of MACOM's current sub-microwave RF product line are generic substitutes for the Motorola SPS MRF series of beryllium oxide devices produced in the mid-1990s, rebranded with revised device datasheets.
Markets
MACOM creates semiconductors for a variety of industries: while the company does provide some semiconductors for consumer electronics, its products are primarily used in commercial and industrial applications. In the aerospace and defense industries, MACOM supplies contractors (like Northrop Grumman) with components that are designed to be integrated into surveillance devices (such as radar). MACOM components are also used by the National Oceanic and Atmospheric Administration (NOAA) and the Federal Aviation Administration.
The company's networking and communications products are used in satellite applications, and they are consumed by clients like Cisco for wired and wireless networking applications. MACOM also creates high-speed optical networking components in high-margin specialized spaces such as data centers, long-haul communications, and metro core networks.
MACOM received a Technology & Engineering Emmy Award for its development of technology that enables high density video switching and routing solutions in 2015. The technology is important in broadcast video infrastructure.
The company also provides power transistors to clients in a variety of industries. For instance, their MOSFET product line has been used in medical instruments (such as MRI systems and CAT scanners) and automotive ignition systems.
Litigation
On January 15, 2009, the State of New York terminated its contract with Tyco Electronics Wireless Systems (often referred to as M/A-COM) due to ongoing and unresolved deficiencies with the OpenSky system.
On February 13, 2009, Tyco Electronics filed a complaint against the New York State Office for Technology (NY-OFT), in the New York State Court of Claims, disputing the claims made by the OFT. In the complaint, Tyco Electronics disputed many of the NY-OFT's public criticisms of both the company and the system, maintaining that SWN (which included OpenSky) ‘worked as contracted.’ The complaint also claimed the state hindered the company's ability to build the system in a timely manner, defamed the company by stating that its technology did not work, and that the state inappropriately drew $50 million from the standby letter of credit the company established for the project.
In June 2014, a Judge ruled that Laird Technologies, Inc. was no longer allowed to supply Ford Motor Company with GPS Modules after MACOM sued for patent infringement.
In April 2016, MACOM filed a suit against the German technology company, Infineon Technologies after alleging that the Infineon was in breach of contract, covenant of good faith and fair dealing and interference with contract.
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 | MTSI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 100.8średnia z 5 lat ≈25.2 | ≈25.2 | 61.9 | Zawyżona wycena | |
| P/S | 24.8średnia z 5 lat ≈8.5 | ≈8.5 | 9.7 | Wartość godziwa | |
| P/B | 18.0średnia z 5 lat ≈6.8 | ≈6.8 | 7.2 | Wartość godziwa | |
| EV / EBITDA | 122.7średnia z 5 lat ≈37.9 | ≈37.9 | 34.3 | Zawyżona wycena | |
| Price / FCF (Cena / FCF) | 124.2średnia z 5 lat ≈41.2 | ≈41.2 | · | · | |
| Price / Cash Flow (Cena / Przepływy pieniężne) | 101.8średnia z 5 lat ≈35.1 | ≈35.1 | 39.8 | Wartość godziwa | |
| EV / Revenue (EV / Przychody) | 24.5średnia z 5 lat ≈8.4 | ≈8.4 | · | · | |
| EV / FCF | 122.7średnia z 5 lat ≈40.8 | ≈40.8 | · | · | |
| Price / Tangible Book (Cena / Wartość księgowa materialna) | 26.3średnia z 5 lat ≈20.3 | ≈20.3 | · | · |
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 | MTSI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 56.5%średnia z 5 lat ≈56.9% | ≈56.9% | 57.8% | Zgodnie z | |
| Marża Operacyjna (TTM) | 18.1%średnia z 5 lat ≈14.6% | ≈14.6% | 16.5% | Najwyższa półka | |
| Marża EBITDA (TTM) | 23.6%średnia z 5 lat ≈23.4% | ≈23.4% | 19.7% | Zgodnie z | |
| Marża przed opodatkowaniem (TTM) | 24.6%średnia z 5 lat ≈14.1% | ≈14.1% | 16.5% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 20.7%średnia z 5 lat ≈18.1% | ≈18.1% | 13.6% | Najwyższa półka | |
| ROA (TTM) | 11.6%średnia z 5 lat ≈8.7% | ≈8.7% | 1.6% | Słaby | |
| ROE (TTM) | 17.2%średnia z 5 lat ≈16.4% | ≈16.4% | 3.5% | Słaby | |
| ROIC | 13.2%średnia z 5 lat ≈9.6% | ≈9.6% | 6.2% | Najwyższa półka |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | MTSI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 0.2średnia z 5 lat ≈0.6 | ≈0.6 | 0.2 | Powyżej średniej | |
| Wskaźnik bieżący (MRQ) | 2.3średnia z 5 lat ≈7.0 | ≈7.0 | 2.8 | Niska płynność | |
| Wskaźnik Szybkości (MRQ) | 1.7średnia z 5 lat ≈5.6 | ≈5.6 | 1.6 | Zgodnie z | |
| Dług długoterminowy / Kapitał własny (MRQ) | 0.0średnia z 5 lat ≈0.6 | ≈0.6 | 0.1 | Niski dług |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | MTSI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 32.6%średnia z 5 lat ≈13.4% | ≈13.4% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 12.7%średnia z 5 lat ≈8.7% | ≈8.7% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 12.8% | · | · | · | |
| EPS YoY | -18.8%średnia z 5 lat ≈315.5% | ≈315.5% | · | · | |
| Net Income YoY (Zysk Netto R/R) | -16.1%średnia z 5 lat ≈321.1% | ≈321.1% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 24.4% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 26.5% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | MTSI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.5średnia z 5 lat ≈0.5 | ≈0.5 | 0.4 | Najwyższa półka | |
| Inventory Turnover (Rotacja zapasów) | 2.0średnia z 5 lat ≈2.4 | ≈2.4 | 2.0 | Zgodnie z | |
| Receivables Turnover (Rotacja należności) | 7.6średnia z 5 lat ≈7.7 | ≈7.7 | 5.9 | Najwyższa półka | |
| Revenue / Employee (Przychody / pracownika) | ≈$483.6K | · | · | · |
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 września 2026 | Lis 4, 2026 | $1.40 | $2.04 | -31.3% |
| 30 czerwca 2026 | $1.40 | $1.37 | 2.0% | |
| 31 marca 2026 | $1.09 | $1.09 | -0.44% | |
| 31 grudnia 2025 | $1.02 | $1.00 | 1.6% | |
| 30 września 2025 | $0.94 | $0.95 | -0.79% | |
| 30 czerwca 2025 | $0.90 | $0.91 | -1.6% | |
| 31 marca 2025 | $0.85 | $0.85 | -0.49% |
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 | $967M | $730M | $648M | $675M | $607M | $530M | $500M | $570M | $699M | $544M | $421M | $339M | |
| Cost of Revenue | $438M | $336M | $263M | $269M | $265M | $260M | $279M | $325M | $372M | $263M | $217M | $198M | |
| Gross Profit | $529M | $394M | $386M | $406M | $342M | $270M | $221M | $246M | $327M | $282M | $204M | $141M | |
| R&D Expense | $244M | $182M | $149M | $148M | $139M | $141M | $163M | $178M | $148M | $108M | $82M | $71M | |
| SG&A Expense | $155M | $138M | $130M | $125M | $122M | $124M | $153M | $162M | $188M | $145M | $110M | $83M | |
| Operating Expenses | $399M | $320M | $278M | $274M | $261M | $267M | $601M | $352M | $343M | $268M | $193M | $169M | |
| Operating Income | $130M | $74M | $107M | $133M | $81M | $3M | $-380M | $-107M | $-16M | $13M | $10M | $-28M | |
| Interest Expense | · | $5M | $12M | $9M | $22M | $27M | $36M | $31M | $29M | $18M | $18M | $12M | |
| Interest Income | $30M | $23M | $21M | $4M | $2M | · | · | · | · | · | · | · | |
| Other Non-op | $10M | $10.0K | $-665.0K | $115M | $-6M | $-5M | $-8M | $-45M | $-2M | $39.0K | $-1M | $3M | |
| Pretax Income | $-29M | $92M | $115M | $243M | $43M | $-42M | $-423M | $-155M | $-50M | $-22M | $-15M | $-41M | |
| Income Tax | $25M | $15M | $24M | $-197M | $5M | $5M | $-39M | $-21M | $101M | $-18M | $-10M | $-16M | |
| Net Income | $-54M | $77M | $92M | $440M | $38M | $-46M | $-384M | $-140M | $-169M | $1M | $49M | $-15M | |
| EPS (Basic) | $-0.73 | $1.07 | $1.29 | $6.30 | $0.55 | $-0.69 | $-5.84 | $-2.16 | $-2.79 | $0.03 | $0.95 | $-0.33 | |
| EPS (Diluted) | $-0.73 | $1.04 | $1.28 | $6.18 | $0.54 | $-0.69 | $-5.84 | $-2.57 | $-2.79 | $0.03 | $0.95 | $-0.33 | |
| Shares (Basic) | 73,986,000 | 71,959,000 | 70,801,000 | 69,783,000 | 68,449,000 | 66,606,000 | 65,686,000 | 64,741,000 | 60,704,000 | 53,364,000 | 51,146,000 | 47,009,000 | |
| Shares (Diluted) | 73,986,000 | 73,575,000 | 71,503,000 | 71,166,000 | 70,474,000 | 66,606,000 | 65,686,000 | 65,311,000 | 60,704,000 | 53,364,000 | 51,146,000 | 47,009,000 | |
| EBITDA | $193M | $141M | $160M | $190M | $151M | $82M | $-276M | $6M | · | · | $65M | $47M |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $112M | $147M | $174M | $120M | $157M | $129M | $76M | $95M | $130M | $333M | $122M | $174M | |
| Short-term Investments | $674M | $435M | $341M | $467M | $188M | $204M | $101M | $98M | $84M | $24M | $40M | · | |
| Receivables | $149M | $106M | $91M | $102M | $85M | $46M | $70M | $97M | $136M | $108M | $84M | $62M | |
| Inventory | $238M | $194M | $136M | $115M | $83M | $92M | $108M | $123M | $136M | $115M | $80M | $71M | |
| Prepaid Expense | $33M | $21M | $19M | $10M | $9M | $11M | $28M | $23M | $22M | $11M | $11M | $15M | |
| Other Current Assets | · | · | · | · | · | · | · | · | · | · | · | $15M | |
| Current Assets | $1.21B | $903M | $761M | $813M | $522M | $482M | $399M | $459M | $563M | $613M | $384M | $373M | |
| PP&E (Net) | $230M | $176M | $149M | $124M | $121M | $119M | $133M | $150M | $131M | $99M | $84M | $50M | |
| PP&E (Gross) | $503M | $426M | $369M | $330M | $305M | $285M | $282M | $278M | $236M | $178M | $146M | $97M | |
| Accum. Depreciation | $273M | $250M | $220M | $206M | $184M | $166M | $149M | $128M | $105M | $79M | $62M | $47M | |
| Goodwill | $336M | $332M | $323M | $311M | $314M | $315M | $315M | $314M | $314M | $120M | $93M | $11M | |
| Intangibles | $79M | $76M | $67M | $51M | $85M | $131M | $181M | $513M | $621M | $260M | $244M | $143M | |
| Other Non-current Assets | $45M | $56M | $34M | $35M | $38M | $40M | $11M | $13M | $7M | $7M | $8M | $20M | |
| Total Assets | $2.10B | $1.76B | $1.55B | $1.57B | $1.13B | $1.15B | $1.11B | $1.48B | $1.64B | $1.19B | $861M | $682M | |
| Accounts Payable | $68M | $43M | $25M | $31M | $29M | $23M | $25M | $42M | $47M | $31M | $29M | $23M | |
| Accrued Liabilities | $96M | $64M | $57M | $65M | $63M | $64M | $42M | $50M | $58M | $54M | $38M | $34M | |
| Current Liabilities | $325M | $108M | $84M | $97M | $93M | $95M | $75M | $107M | $117M | $92M | $71M | $86M | |
| Capital Leases | $28M | $24M | $23M | $24M | $29M | $32M | $30M | $29M | $17M | $2M | · | · | |
| Deferred Tax | · | · | · | · | · | · | $632.0K | $389.0K | $15M | $12M | $0 | · | |
| Other Non-current Liabilities | $44M | $33M | $34M | $29M | $41M | $45M | $20M | $6M | $8M | $7M | $8M | $9M | |
| Total Liabilities | $776M | $629M | $606M | $729M | $662M | $846M | $792M | $814M | $860M | $726M | $436M | $454M | |
| Long-term Debt | $501M | $448M | · | $566M | · | $659M | $662M | $665M | $668M | $580M | $339M | $347M | |
| Total Debt | $501M | $448M | $447M | $566M | $492M | $659M | $662M | $665M | · | · | $345M | $347M | |
| Common Stock | $74.0K | $72.0K | $71.0K | $70.0K | $69.0K | $67.0K | $66.0K | $65.0K | $64.0K | $54.0K | $53.0K | $48.0K | |
| Paid-in Capital | $1.56B | $1.31B | $1.21B | $1.20B | $1.27B | $1.14B | $1.10B | $1.07B | $1.04B | $552M | $526M | $378M | |
| Retained Earnings | $-240M | $-186M | $-263M | $-354M | $-802M | $-840M | $-792M | $-408M | $-267M | $-97M | $-99M | $-148M | |
| Treasury Stock | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | |
| AOCI | $5M | $3M | $-4M | $-6M | $4M | $5M | $4M | $2M | $3M | $9M | $-2M | $-1M | |
| Stockholders' Equity | $1.33B | $1.13B | $948M | $843M | $472M | $300M | $314M | $669M | $777M | $463M | $425M | $229M | |
| Liabilities + Equity | $2.10B | $1.76B | $1.55B | $1.57B | $1.13B | $1.15B | $1.11B | $1.48B | $1.64B | $1.19B | $861M | $682M | |
| Shares Outstanding | 74,478,000 | 72,196,000 | 70,990,000 | 69,999,000 | 68,854,000 | 66,898,000 | 66,154,000 | 65,179,000 | 64,256,000 | 53,685,000 | 52,933,000 | 47,525,000 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $63M | $67M | $52M | $57M | $70M | $79M | $104M | $112M | $93M | $71M | $55M | $35M | |
| Stock-based Comp | $79M | $46M | $38M | $41M | $35M | $36M | $24M | $32M | $36M | $27M | $19M | $11M | |
| Deferred Tax | $4M | $5M | $20M | $-200M | $2M | $3M | $-40M | $-16M | $93M | $-12M | $7M | $-19M | |
| Amort. of Intangibles | $32M | $37M | $28M | $33M | $46M | $50M | $75M | $82M | $66M | $50M | $39M | $21M | |
| Restructuring | · | · | · | $0 | $0 | $1M | $20M | $6M | $3M | $3M | $1M | $15M | |
| Other Non-cash | $142M | $-32M | $-35M | $-161M | $3M | $100M | $317M | $48M | · | · | $-96M | $-13M | |
| Operating Cash Flow | $235M | $163M | $167M | $177M | $148M | $171M | $21M | $36M | $61M | $79M | $34M | $25M | |
| CapEx | $43M | $22M | $25M | $27M | $18M | $18M | $38M | $53M | $33M | $31M | $38M | $17M | |
| Investing Cash Flow | $-328M | $-181M | $36M | $-183M | $-3M | $-107M | $-34M | $-67M | $-338M | $-95M | $-207M | $-264M | |
| Stock Issued | · | · | · | · | · | · | · | · | $0 | $0 | $128M | $0 | |
| Stock Repurchased | $43M | $14M | $33M | $36M | $23M | $7M | $4M | $7M | $19M | $10M | $9M | $1M | |
| Net Stock Activity | $-43M | $-14M | $-33M | $-36M | $-23M | $-7M | $-4M | $-7M | · | · | $119M | $-1M | |
| Financing Cash Flow | $58M | $-9M | $-149M | $-29M | $-119M | $-11M | $-6M | $-4M | $74M | $227M | $122M | $302M | |
| Net Change in Cash | $-35M | $-27M | $54M | $-37M | $27M | $54M | $-19M | $-35M | $-203M | $211M | $-52M | $63M | |
| Taxes Paid | $16M | $6M | $3M | $2M | $2M | $-17M | $-2M | $4M | $-3M | $-373.0K | $23M | $5M | |
| Free Cash Flow | $193M | $140M | $142M | $150M | $130M | $154M | $-17M | $-17M | · | · | $-5M | $8M | |
| Levered FCF | · | $136M | $132M | $143M | $112M | $123M | $-50M | $-44M | · | · | $-11M | $1M |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 54.7% | 54.0% | 59.5% | 60.2% | 56.3% | 51.0% | 44.2% | 43.1% | · | · | 48.4% | 40.4% | |
| Operating Margin | 13.4% | 10.1% | 16.6% | 19.7% | 13.4% | 0.64% | -76.1% | -18.7% | · | · | 2.4% | -1.4% | |
| Net Margin | -5.6% | 10.5% | 14.1% | 65.2% | 6.3% | -8.7% | -76.8% | -24.5% | · | · | 11.6% | -3.7% | |
| Pretax Margin | -3.0% | 12.6% | 17.8% | 36.0% | 7.1% | -7.8% | -84.7% | -27.2% | · | · | -3.7% | -4.5% | |
| EBITDA Margin | 20.0% | 19.3% | 24.6% | 28.1% | 24.9% | 15.5% | -55.2% | 1.0% | · | · | 15.4% | 11.2% | |
| ROA | -2.8% | 4.7% | 5.9% | 32.5% | 3.3% | -4.1% | -29.7% | -9.0% | · | · | 6.3% | -3.1% | |
| ROE | -4.3% | 7.0% | 9.8% | 61.2% | 8.3% | -16.1% | -125.2% | -20.8% | · | · | 14.9% | -6.4% | |
| ROIC | 13.2% | 3.9% | 6.1% | 17.0% | 7.4% | 0.39% | -35.4% | -6.9% | · | · | 0.47% | -0.57% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.7 | 8.3 | 9.1 | 8.4 | 5.6 | 5.1 | 5.3 | 4.3 | · | · | 5.4 | 4.4 | |
| Quick Ratio | 2.9 | 6.4 | 7.3 | 7.1 | 4.6 | 4.0 | 3.3 | 2.7 | · | · | 3.4 | 2.9 | |
| Debt / Equity | 0.4 | 0.4 | 0.5 | 0.7 | 1.0 | 2.2 | 2.1 | 1.0 | · | · | 0.8 | 1.5 | |
| LT Debt / Equity | 0.3 | 0.4 | 0.5 | 0.7 | 1.0 | 2.2 | 2.1 | 1.0 | · | · | 0.8 | 1.5 | |
| Interest Coverage | · | 14.3 | 8.7 | 30.9 | 3.9 | 0.1 | -10.6 | -3.4 | · | · | 0.5 | -0.5 |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | 0.4 | 0.4 | · | · | 0.5 | 0.8 | |
| Inventory Turnover | 2.0 | 2.0 | 2.1 | 2.7 | 3.0 | 2.6 | 2.4 | 2.5 | · | · | 2.9 | 3.9 | |
| Receivables Turnover | 7.6 | 7.4 | 6.7 | 7.3 | 9.3 | 9.2 | 6.0 | 4.9 | · | · | 5.8 | 6.0 |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $17.82 | $15.60 | $13.35 | $12.04 | $6.85 | $4.49 | $4.74 | $10.26 | · | · | $8.02 | $4.80 | |
| Revenue / Share | $13.07 | $9.92 | $9.07 | $9.49 | $8.61 | $7.96 | $7.61 | $8.73 | · | · | $8.22 | $8.91 | |
| Cash Flow / Share | $3.18 | $2.21 | $2.33 | $2.49 | $2.11 | $2.57 | $0.32 | $0.56 | · | · | $0.66 | $0.54 | |
| Cash / Share | $1.51 | $2.03 | $2.45 | $1.71 | $2.27 | $1.93 | $1.14 | $1.45 | · | · | $2.31 | $3.65 | |
| EPS (TTM) | $-0.73 | $1.04 | $1.28 | $6.18 | $0.54 | $-0.69 | $-5.84 | $-2.57 | $-2.79 | $0.03 | $0.95 | $-0.33 |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 32.6% | 12.5% | -4.0% | 11.2% | 14.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.7% | 6.3% | 7.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | -18.8% | -79.3% | 1044.4% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 24.4% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -16.1% | -79.2% | 1058.6% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 26.5% | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $967M | $730M | $648M | $675M | $607M | $530M | $500M | $570M | $699M | $544M | $421M | $339M | |
| Net Income TTM | $-54M | $77M | $92M | $440M | $38M | $-46M | $-384M | $-140M | $-169M | $1M | $49M | $-15M | |
| Market Cap | $9.49B | $8.05B | $5.79B | $3.63B | $4.50B | $2.26B | $1.43B | $1.34B | · | · | $1.52B | $1.03B | |
| Enterprise Value | $9.20B | $7.92B | $5.72B | $3.60B | $4.65B | $2.59B | $1.92B | $1.82B | · | · | $1.71B | $1.20B | |
| P/E | -174.5 | 107.2 | 63.7 | 8.4 | 121.0 | -49.0 | -3.7 | -8.0 | -16.0 | 1411.3 | 30.3 | -65.5 | |
| P/S | 9.8 | 11.0 | 8.9 | 5.4 | 7.4 | 4.3 | 2.9 | 2.4 | · | · | 3.6 | 3.0 | |
| P/B | 7.2 | 7.1 | 6.1 | 4.3 | 9.5 | 7.5 | 4.6 | 2.0 | · | · | 3.6 | 4.5 | |
| P / Tangible Book | 10.4 | 11.2 | 10.4 | 7.6 | 61.8 | · | · | · | · | · | · | · | |
| P / Cash Flow | 40.3 | 49.5 | 34.7 | 20.5 | 30.3 | 13.2 | 69.3 | 37.0 | · | · | 45.2 | 40.7 | |
| P / FCF | 49.2 | 57.4 | 40.7 | 24.1 | 34.5 | 14.7 | -83.1 | -80.2 | · | · | -332.9 | 123.8 | |
| EV / EBITDA | 47.7 | 56.2 | 35.9 | 19.0 | 30.8 | 31.5 | -7.0 | 309.6 | · | · | 26.3 | 25.6 | |
| EV / FCF | 47.7 | 56.5 | 40.2 | 24.0 | 35.6 | 16.8 | -111.2 | -108.4 | · | · | -372.9 | 144.5 | |
| EV / Revenue | 9.5 | 10.9 | 8.8 | 5.3 | 7.7 | 4.9 | 3.8 | 3.2 | · | · | 4.1 | 3.5 | |
| Earnings Yield | -0.57% | 0.93% | 1.6% | 11.9% | 0.83% | -2.0% | -26.9% | -12.5% | -6.2% | 0.07% | 3.3% | -1.5% |
Rachunek zysków i strat
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $342M | $289M | $272M | $261M | $252M | $236M | $218M | $201M | $190M | $181M | $157M | $150M | $149M | $169M | $180M | $178M | |
| Cost of Revenue | $143M | $125M | $120M | $119M | $113M | $106M | $101M | $91M | $89M | $86M | $70M | $64M | $62M | $67M | $70M | $70M | |
| Gross Profit | $200M | $164M | $152M | $142M | $139M | $130M | $117M | $110M | $101M | $95M | $87M | $87M | $86M | $103M | $110M | $109M | |
| R&D Expense | $74M | $69M | $66M | $63M | $63M | $58M | $60M | $50M | $48M | $46M | $39M | $38M | $37M | $36M | $39M | $40M | |
| SG&A Expense | $48M | $45M | $42M | $40M | $38M | $37M | $39M | $33M | $34M | $34M | $37M | $34M | $32M | $31M | $33M | $32M | |
| Operating Expenses | $122M | $114M | $108M | $103M | $102M | $95M | $100M | $82M | $82M | $80M | $76M | $71M | $69M | $67M | $72M | $71M | |
| Operating Income | $77M | $51M | $43M | $40M | $38M | $35M | $18M | $28M | $20M | $15M | $11M | $16M | $17M | $36M | $39M | $37M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $5M | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | · | $6M | $6M | $5M | $4M | $2M | |
| Other Non-op | $47M | $6M | $6M | $185M | $6M | $6M | $-187M | $-13M | $5M | $4M | $4M | $-458.0K | $-29.0K | $-123.0K | $-55.0K | $-120.0K | |
| Pretax Income | $124M | $57M | $50M | $56M | $44M | $41M | $-170M | $33M | $24M | $19M | $15M | $19M | $20M | $37M | $39M | $37M | |
| Income Tax | $23M | $11M | $822.0K | $11M | $8M | $9M | $-2M | $3M | $4M | $5M | $3M | $-5M | $8M | $12M | $10M | $-203M | |
| Net Income | $101M | $46M | $49M | $45M | $37M | $32M | $-168M | $29M | $20M | $15M | $13M | $24M | $12M | $26M | $30M | $239M | |
| EPS (Basic) | $1.32 | $0.62 | $0.65 | $0.65 | $0.49 | $0.43 | $-2.30 | $0.40 | $0.28 | $0.21 | $0.18 | $0.34 | $0.17 | $0.36 | $0.42 | $3.42 | |
| EPS (Diluted) | $1.28 | $0.60 | $0.64 | $0.67 | $0.48 | $0.42 | $-2.30 | $0.40 | $0.27 | $0.20 | $0.17 | $0.34 | $0.17 | $0.36 | $0.41 | $3.36 | |
| Shares (Basic) | 76,331,000 | 75,283,000 | 74,822,000 | · | 74,427,000 | 74,358,000 | 72,780,000 | · | 72,143,000 | 72,076,000 | 71,425,000 | · | 70,937,000 | 70,799,000 | 70,481,000 | · | |
| Shares (Diluted) | 78,409,000 | 77,555,000 | 76,718,000 | · | 75,864,000 | 75,741,000 | 72,780,000 | · | 74,217,000 | 73,272,000 | 72,286,000 | · | 71,408,000 | 71,402,000 | 71,374,000 | · | |
| EBITDA | $77M | $51M | $59M | · | $38M | $35M | $34M | · | $20M | $15M | $25M | · | $17M | $36M | $51M | · |
Bilans
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $90M | $99M | $120M | $112M | $125M | $111M | $233M | $147M | $117M | $115M | $164M | · | $122M | $137M | $126M | · | |
| Short-term Investments | $573M | $566M | $649M | $674M | $610M | $571M | $424M | $435M | $404M | $361M | $300M | · | $466M | $441M | $469M | · | |
| Receivables | $179M | $160M | $160M | $149M | $129M | $131M | $92M | $106M | $107M | $120M | $101M | · | $106M | $122M | $112M | · | |
| Inventory | $282M | $252M | $239M | $238M | $215M | $209M | $198M | $194M | $191M | $178M | $160M | · | $139M | $132M | $121M | · | |
| Prepaid Expense | $49M | $49M | $39M | $33M | $47M | $42M | $36M | $21M | $25M | $24M | $21M | · | $20M | $17M | $20M | · | |
| Current Assets | $1.17B | $1.13B | $1.21B | $1.21B | $1.13B | $1.06B | $982M | $903M | $844M | $798M | $745M | · | $852M | $848M | $848M | · | |
| PP&E (Net) | $246M | $235M | $235M | $230M | $209M | $179M | $174M | $176M | $179M | $180M | $184M | · | $155M | $123M | $119M | · | |
| PP&E (Gross) | $545M | $526M | $516M | $503M | $477M | $440M | $430M | $426M | $421M | $415M | $411M | · | $372M | $338M | $329M | · | |
| Accum. Depreciation | $299M | $291M | $282M | $273M | $268M | $262M | $256M | $250M | $242M | $234M | $227M | · | $216M | $215M | $210M | · | |
| Goodwill | $335M | $336M | $336M | $336M | $336M | $336M | $336M | $332M | $330M | $330M | $322M | $323M | $324M | $325M | $312M | $311M | |
| Intangibles | $62M | $67M | $73M | $79M | $75M | $82M | $89M | $76M | $86M | $93M | $120M | · | $66M | $67M | $44M | · | |
| Other Non-current Assets | $47M | $49M | $49M | $45M | $44M | $44M | $45M | $56M | $55M | $60M | $62M | · | $35M | $36M | $35M | · | |
| Total Assets | $2.15B | $2.01B | $2.11B | $2.10B | $2.00B | $1.92B | $1.84B | $1.76B | $1.71B | $1.68B | $1.65B | · | $1.64B | $1.62B | $1.59B | · | |
| Accounts Payable | $73M | $62M | $64M | $68M | $61M | $61M | $45M | $43M | $40M | $44M | $27M | · | $27M | $31M | $36M | · | |
| Accrued Liabilities | $88M | $87M | $80M | $96M | $72M | $76M | $66M | $64M | $62M | $64M | $75M | · | $58M | $55M | $57M | · | |
| Current Liabilities | $502M | $150M | $305M | $325M | $295M | $299M | $272M | $108M | $103M | $109M | $103M | · | $211M | $91M | $94M | · | |
| Capital Leases | · | · | · | $28M | · | · | · | $24M | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $38M | $40M | $41M | $44M | $38M | $39M | $42M | $33M | $33M | $34M | $36M | · | $29M | $30M | $29M | · | |
| Total Liabilities | $606M | $597M | $752M | $776M | $740M | $717M | $693M | $629M | $624M | $631M | $627M | · | $728M | $723M | $725M | · | |
| Long-term Debt | $340M | $340M | $500M | $501M | $500M | $500M | $499M | $448M | · | · | · | · | $567M | · | · | · | |
| Total Debt | $340M | $340M | $500M | · | $500M | $500M | $499M | · | $448M | $448M | $447M | · | $567M | $567M | $566M | · | |
| Common Stock | $76.0K | $76.0K | $75.0K | $74.0K | $74.0K | $74.0K | $74.0K | $72.0K | $72.0K | $72.0K | $72.0K | · | $71.0K | $71.0K | $71.0K | · | |
| Paid-in Capital | · | · | · | $1.56B | · | · | · | $1.31B | · | · | · | · | · | · | · | · | |
| Retained Earnings | $-44M | $-145M | $-191M | $-240M | $-285M | $-322M | $-353M | $-186M | $-215M | $-235M | $-250M | · | $-287M | $-299M | $-325M | · | |
| Treasury Stock | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | $330.0K | · | $330.0K | $330.0K | $330.0K | · | |
| AOCI | $1M | $2M | $5M | $5M | $4M | $877.0K | $-1M | $3M | $-2M | $-2M | $-396.0K | · | $-3M | $-1M | $-3M | · | |
| Stockholders' Equity | $1.54B | $1.42B | $1.35B | $1.33B | $1.26B | $1.20B | $1.15B | $1.13B | $1.08B | $1.05B | $1.02B | $948M | $915M | $894M | $863M | $843M | |
| Liabilities + Equity | $2.15B | $2.01B | $2.11B | $2.10B | $2.00B | $1.92B | $1.84B | $1.76B | $1.71B | $1.68B | $1.65B | · | $1.64B | $1.62B | $1.59B | · | |
| Shares Outstanding | · | · | · | 74,478,000 | · | · | · | 72,196,000 | · | · | · | · | · | · | · | · |
Przepływy pieniężne
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $16M | $15M | $18M | $15M | $15M | $16M | $18M | $18M | $17M | $14M | $14M | $13M | $13M | $13M | $14M | |
| Stock-based Comp | $21M | $23M | $22M | $18M | $17M | $19M | $26M | $12M | $13M | $12M | $9M | $9M | $8M | $9M | $11M | $11M | |
| Amort. of Intangibles | $6M | $6M | $6M | $8M | $7M | $7M | $9M | $10M | $10M | $9M | $8M | $7M | $7M | $7M | $7M | $8M | |
| Other Non-cash | · | · | $-43M | · | · | · | $193M | · | · | · | $-2M | · | · | · | $-15M | · | |
| Operating Cash Flow | $80M | $79M | $43M | $70M | $60M | $39M | $67M | $62M | $49M | $18M | $33M | $50M | $46M | $32M | $38M | $60M | |
| CapEx | $21M | $13M | $13M | $20M | $9M | $8M | $5M | $5M | $7M | $5M | $5M | $6M | $3M | $6M | $10M | $8M | |
| Investing Cash Flow | $-90M | $65M | $9M | $-82M | $-79M | $-157M | $-10M | $-33M | $-49M | $-65M | $-35M | $124M | $-62M | $-17M | $-8M | $-71M | |
| Stock Repurchased | · | · | $48M | $451.0K | $1M | $3M | $38M | $342.0K | $1M | $970.0K | $12M | $140.0K | $1M | $5M | $26M | $68.0K | |
| Net Stock Activity | · | · | $-48M | · | · | · | $-38M | · | · | · | $-12M | · | · | · | $-26M | · | |
| Financing Cash Flow | $1M | $-165M | $-44M | $-697.0K | $33M | $-4M | $30M | $-630.0K | $2M | $-1M | $-9M | $-121M | $2M | $-5M | $-24M | $-299.0K | |
| Net Change in Cash | $-9M | $-21M | $8M | $-13M | $15M | $-122M | $86M | $30M | $2M | $-49M | $-10M | $52M | $-15M | $10M | $6M | $-12M | |
| Taxes Paid | $2M | $5M | $3M | $6M | $6M | $3M | $1M | $2M | $2M | $2M | $923.0K | $99.0K | $1M | $1M | $297.0K | $402.0K | |
| Free Cash Flow | · | · | $30M | · | · | · | $61M | · | · | · | $28M | · | · | · | $29M | · |
Rentowność
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 58.3% | 56.9% | 55.9% | · | 55.3% | 55.2% | 53.7% | · | 53.2% | 52.5% | 55.6% | · | 58.0% | 60.6% | 61.3% | · | |
| Operating Margin | 22.5% | 17.6% | 15.9% | · | 14.9% | 14.8% | 8.0% | · | 10.3% | 8.5% | 7.0% | · | 11.7% | 21.2% | 21.4% | · | |
| Net Margin | 29.4% | 16.0% | 17.9% | · | 14.5% | 13.4% | -76.8% | · | 10.5% | 8.3% | 8.0% | · | 8.0% | 15.2% | 16.4% | · | |
| Pretax Margin | 36.2% | 19.7% | 18.3% | · | 17.5% | 17.3% | -77.9% | · | 12.7% | 10.8% | 9.7% | · | 13.2% | 22.1% | 21.7% | · | |
| EBITDA Margin | 22.5% | 17.6% | 21.6% | · | 14.9% | 14.8% | 15.4% | · | 10.3% | 8.5% | 16.1% | · | 11.7% | 21.2% | 28.6% | · | |
| ROA | 4.9% | 2.4% | 2.5% | · | 2.0% | 1.8% | -9.6% | · | 1.2% | 0.91% | 0.77% | · | 0.80% | 1.8% | 2.1% | · | |
| ROE | 7.2% | 3.5% | 3.9% | · | 3.1% | 2.8% | -15.4% | · | 2.0% | 1.5% | 1.3% | · | 1.6% | 3.6% | 4.3% | · | |
| ROIC | 3.3% | 2.4% | 2.3% | · | 1.8% | 1.6% | 1.1% | · | 1.1% | 0.79% | 0.61% | · | 0.71% | 1.7% | 2.0% | · |
Płynność i wypłacalność
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | 7.5 | 4.0 | · | 3.8 | 3.6 | 3.6 | · | 8.2 | 7.3 | 7.2 | · | 4.0 | 9.3 | 9.0 | · | |
| Quick Ratio | 1.7 | 5.5 | 3.0 | · | 2.9 | 2.7 | 2.7 | · | 6.1 | 5.5 | 5.5 | · | 3.3 | 7.7 | 7.5 | · | |
| Debt / Equity | 0.2 | 0.2 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.6 | 0.6 | 0.7 | · | |
| LT Debt / Equity | 0.0 | 0.2 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.6 | 0.7 | · |
Efektywność
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | |
| Inventory Turnover | 0.6 | 0.5 | 0.5 | · | 0.6 | 0.5 | 0.6 | · | 0.5 | 0.6 | 0.5 | · | 0.5 | 0.6 | 0.7 | · | |
| Receivables Turnover | 2.2 | 2.0 | 2.2 | · | 2.1 | 1.9 | 2.3 | · | 1.8 | 1.5 | 1.5 | · | 1.4 | 1.5 | 1.7 | · |
Na akcję
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $4.36 | $3.73 | $3.54 | · | $3.32 | $3.11 | $3.00 | · | $2.57 | $2.47 | $2.17 | · | $2.08 | $2.37 | $2.52 | · | |
| Cash Flow / Share | · | · | $0.56 | · | · | · | $0.92 | · | · | · | $0.46 | · | · | · | $0.54 | · | |
| EPS (TTM) | $3.19 | $2.39 | $2.21 | · | $-1.00 | $-1.21 | $-1.43 | · | $0.98 | $0.88 | $1.04 | · | $4.30 | $4.58 | $4.64 | · |
Wycena (TTM)
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.16B | $1.07B | $1.02B | · | $907M | $845M | $791M | · | $679M | $637M | $625M | · | $676M | $700M | $696M | · | |
| Net Income TTM | $241M | $177M | $162M | · | $-70M | $-87M | $-103M | · | $72M | $64M | $75M | · | $306M | $327M | $331M | · | |
| P/E | 101.0 | 99.7 | 79.2 | · | -140.7 | -74.1 | -95.5 | · | 113.7 | 108.7 | 89.4 | · | 15.2 | 15.5 | 13.6 | · | |
| Earnings Yield | 0.99% | 1.0% | 1.3% | · | -0.71% | -1.4% | -1.1% | · | 0.88% | 0.92% | 1.1% | · | 6.6% | 6.5% | 7.4% | · |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-10-03 | 2024-09-27 | 2023-09-29 | 2022-09-30 | 2021-10-01 |
|---|---|---|---|---|---|
| Przychody | $967M | $730M | $648M | $675M | $607M |
| Marża Brutto % | 54.7% | 54.0% | 59.5% | 60.2% | 56.3% |
| Marża Operacyjna % | 13.4% | 10.1% | 16.6% | 19.7% | 13.4% |
| Zysk netto | $-54M | $77M | $92M | $440M | $38M |
| Rozwodniony EPS | $-0.73 | $1.04 | $1.28 | $6.18 | $0.54 |
| Wskaźnik | 2025-10-03 | 2024-09-27 | 2023-09-29 | 2022-09-30 | 2021-10-01 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.4 | 0.4 | 0.5 | 0.7 | 1.0 |
| Wskaźnik bieżący | 3.7 | 8.3 | 9.1 | 8.4 | 5.6 |
| Wskaźnik Szybkości | 2.9 | 6.4 | 7.3 | 7.1 | 4.6 |
| Wskaźnik | 2025-10-03 | 2024-09-27 | 2023-09-29 | 2022-09-30 | 2021-10-01 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $193M | $140M | $142M | $150M | $130M |
Właściciele instytucjonalni (13F) 696 emitentów · $26.9B 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 |
|---|---|---|---|---|
| 189 (+72 vs poprzedni kw.) | 40 (-2 vs poprzedni kw.) | 218 (+45 vs poprzedni kw.) | 189 (+21 vs poprzedni kw.) | +2.6M |
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 |
|---|---|---|---|---|
| FMR LLC | $4 004 209 656 | 10 527 144 | 14,86% | Akcje |
| BlackRock, Inc. | $3 618 421 462 | 9 512 899 | 13,43% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 371 357 090 | 3 605 324 | 5,09% | Akcje |
| VANGUARD GROUP INC | $1 237 515 129 | 7 225 100 | 4,59% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 165 713 473 | 3 064 683 | 4,33% | Akcje |
| STATE STREET CORP | $860 488 990 | 2 262 242 | 3,19% | Akcje |
| Invesco Ltd. | $817 635 999 | 2 149 581 | 3,04% | Akcje |
| JPMORGAN CHASE & CO | $792 990 012 | 2 125 091 | 2,94% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $536 341 338 | 1 409 741 | 1,99% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $458 616 294 | 1 205 711 | 1,70% | Akcje |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $443 584 418 | 1 166 242 | 1,65% | Akcje |
| Capital Research Global Investors | $413 138 495 | 1 086 149 | 1,53% | Akcje |
| NORGES BANK | $379 126 570 | 996 731 | 1,41% | Akcje |
| Whale Rock Capital Management LLC | $376 104 150 | 988 785 | 1,40% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $314 385 929 | 826 969 | 1,17% | Akcje |
| GOLDMAN SACHS GROUP INC | $309 020 227 | 812 421 | 1,15% | Akcje |
| FRANKLIN RESOURCES INC | $303 874 170 | 798 891 | 1,13% | Akcje |
| Qube Research & Technologies Ltd | $300 750 191 | 790 678 | 1,12% | Akcje |
| Polar Capital Holdings Plc | $285 474 151 | 750 517 | 1,06% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $253 577 084 | 666 659 | 0,94% | Akcje |
| BANK OF AMERICA CORP /DE/ | $247 732 319 | 651 293 | 0,92% | Akcje |
| Rafferty Asset Management, LLC | $240 689 007 | 632 776 | 0,89% | Akcje |
| Artisan Partners Limited Partnership | $238 815 341 | 627 850 | 0,89% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $238 797 807 | 627 804 | 0,89% | Akcje |
| NORTHERN TRUST CORP | $212 518 805 | 558 716 | 0,79% | Akcje |
| Bank of New York Mellon Corp | $204 593 194 | 537 879 | 0,76% | Akcje |
| JANE STREET GROUP, LLC | $203 332 109 | 534 564 | 0,75% | Akcje |
| BARCLAYS PLC | $177 763 255 | 467 343 | 0,66% | Akcje |
| JANUS HENDERSON GROUP PLC | $174 109 136 | 784 118 | 0,65% | Akcje |
| Clearbridge Investments, LLC | $167 825 737 | 441 217 | 0,62% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $163 711 248 | 430 400 | 0,61% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $162 215 253 | 426 467 | 0,60% | Akcje |
| CITIGROUP INC | $156 019 786 | 410 179 | 0,58% | Akcje |
| Evergreen Quality Fund GP, Ltd. | $150 854 742 | 396 600 | 0,56% | Akcje |
| UBS Group AG | $148 324 520 | 389 948 | 0,55% | Akcje |
| MORGAN STANLEY | $144 727 537 | 380 490 | 0,54% | Akcje |
| DEUTSCHE BANK AG\ | $137 970 469 | 362 727 | 0,51% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $127 410 732 | 334 965 | 0,47% | Akcje |
| Allspring Global Investments Holdings, LLC | $126 949 799 | 362 062 | 0,47% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $126 471 308 | 569 511 | 0,47% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $122 228 857 | 321 342 | 0,45% | Akcje |
| Stephens Investment Management Group LLC | $120 352 111 | 316 408 | 0,45% | Akcje |
| FIRST TRUST ADVISORS LP | $118 439 098 | 311 380 | 0,44% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $116 860 000 | 307 227 | 0,43% | Akcje |
| Analog Century Management LP | $112 700 968 | 296 293 | 0,42% | Akcje |
| Amundi | $109 776 684 | 288 605 | 0,41% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $108 948 849 | 286 462 | 0,40% | Akcje |
| JENNISON ASSOCIATES LLC | $102 559 923 | 269 632 | 0,38% | Akcje |
| Nuveen, LLC | $99 055 195 | 260 418 | 0,37% | Akcje |
| GENEVA CAPITAL MANAGEMENT LLC | $96 127 697 | 252 722 | 0,36% | Akcje |
Insiderzy spółki 29 insiderów · 16 dyrektorzy generalni · 9 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Stephen G Daly | President and CEO | 29 maja 2026 S | 38 389 | 0 | 34 | $-12 766 804 |
| John Kober | Senior VP and CFO | 17 sierpnia 2026 S | 33 583 | 0 | 41 | $-10 394 502 |
| Conrad Gagnon | Chief Financial Officer | 23 kwietnia 2013 A | 119 743 | 0 | 0 | $0 |
| Robert Dennehy | Senior VP and COO | 28 sierpnia 2026 S | 12 758 | 0 | 13 | $-5 795 623 |
| Dong Hyun Hwang | SVP, Global Sales | 25 czerwca 2026 S | 29 756 | 0 | 54 | $-5 584 733 |
| Ambra R. Roth | SVP, GC and Secretary | 19 listopada 2025 S | 9 837 | 0 | 6 | $-2 778 652 |
| Wayne Mack Struble | SVP, Advanced Semiconductor | 8 listopada 2025 F | 29 384 | 0 | 0 | $0 |
| Douglas J Carlson | SVP, Technology | 29 listopada 2023 S | 4 893 | 0 | 0 | $0 |
| Vivek Rajgarhia | SVP & GM, Lightwave | 17 maja 2019 A | 85 247 | 0 | 0 | $0 |
| Preetinder S. Virk | SVP & GM, Networks | 17 maja 2019 A | 67 559 | 0 | 0 | $0 |
| Conor Noel Hegarty | PFO and PAO | 10 kwietnia 2019 A | 23 658 | 0 | 0 | $0 |
| John Francis Kennedy | SVP & GM, A&D Solutions | 17 maja 2017 S | 10 903 | 0 | 0 | $0 |
| Michael T. Murphy | SVP & GM, RF & Microwave | 17 maja 2017 S | 16 875 | 0 | 0 | $0 |
| Walter Gregory Baker | SVP & GM, RF & Microwave | 16 września 2016 S | 17 550 | 0 | 0 | $0 |
| Najabat H. Bajwa | SVP and General Manager, HPA | 22 kwietnia 2015 A | 68 825 | 0 | 0 | $0 |
| Suja Ramnath | SVP and General Manager | 19 maja 2014 S | 49 169 | 0 | 0 | $0 |
| Murugesan Shanmugaraj | Dyrektor | 19 maja 2026 G | 5 214 | 0 | 0 | $0 |
| Charles R Bland | Dyrektor | 19 maja 2026 G | 13 638 | 0 | 4 | $-1 362 610 |
| Geoffrey G Ribar | Dyrektor | 11 maja 2026 S | 12 563 | 0 | 2 | $-1 156 322 |
| Jihye Whang Rosenband | Dyrektor | 6 marca 2026 A | 7 165 | 0 | 0 | $0 |
| Bryan Ingram | Dyrektor | 6 marca 2026 A | 1 747 | 0 | 0 | $0 |
| John Ritchie | Dyrektor | 6 marca 2026 A | 9 466 | 0 | 1 | $-401 115 |
| Gil J Van Lunsen | Dyrektor | 4 marca 2022 A | 37 806 | 0 | 0 | $0 |
| Mark Edelstone | Dyrektor | 28 lutego 2014 A | 6 900 | 0 | 0 | $0 |
| Susan Ocampo | Posiadacz 10% | 25 lutego 2026 G | 3 585 430 | 0 | 36 | $-375 527 938 |
| Peter Y Chung | · | 14 maja 2026 S | 6 781 | 0 | 1 | $-16 363 958 |
| John Croteau | · | 15 maja 2019 F | 132 275 | 0 | 0 | $0 |
| Alex Behfar | · | 20 listopada 2018 S | 50 329 | 0 | 0 | $0 |
| Robert Mcmullan | · | 20 listopada 2018 S | 52 561 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 84 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 |
|---|---|---|---|---|
| PSI · Invesco Exchange-Traded Fund Trust | 2,60% | 263 685 SH | 1 października 2026 | Dziennie |
| PTF · Invesco Exchange-Traded Fund Trust | 2,24% | 48 511 SH | 1 października 2026 | Dziennie |
| PDP · Invesco Exchange-Traded Fund Trust | 1,73% | 89 486 SH | 1 października 2026 | Dziennie |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,58% | 388 154 SH | 1 października 2026 | Dziennie |
| SMCO · Tidal Trust II | 1,57% | 8 859 NS | 31 lipca 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 1,31% | 64 743 SH | 19 sierpnia 2026 | Dziennie |
| RFG · Invesco Exchange-Traded Fund Trust | 1,14% | 13 288 SH | 1 października 2026 | Dziennie |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 1,10% | 45 100 SH | 1 października 2026 | Dziennie |
| SOXX · iShares Trust | 1,04% | 1 658 238 SH | 11 września 2026 | Dziennie |
| FFSM · FIDELITY COVINGTON TRUST | 0,97% | 57 693 NS | 31 lipca 2026 | N-PORT |
| SOXQ · Invesco Exchange-Traded Fund Trust … | 0,90% | 100 794 SH | 1 października 2026 | Dziennie |
| FXL · First Trust Exchange-Traded AlphaDE… | 0,88% | 89 433 NS | 31 lipca 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,81% | 33 969 NS | 31 lipca 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,73% | 1 551 NS | 31 lipca 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,71% | 909 562 SH | 19 sierpnia 2026 | Dziennie |
| SOXL · Direxion Shares ETF Trust | 0,68% | 525 907 NS | 31 lipca 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,68% | 105 985 SH | 19 sierpnia 2026 | Dziennie |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,64% | 33 786 NS | 31 lipca 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,63% | 8 280 NS | 31 lipca 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,56% | 8 056 SH | 1 października 2026 | Dziennie |
| IWP · iShares Trust | 0,54% | 377 237 SH | 11 września 2026 | Dziennie |
| PTMC · Pacer Funds Trust | 0,46% | 7 218 NS | 31 lipca 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,41% | 2 108 NS | 31 lipca 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,40% | 10 180 NS | 31 lipca 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,38% | 30 386 NS | 31 lipca 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,35% | 963 NS | 31 lipca 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,32% | 7 345 NS | 31 lipca 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0,31% | 295 NS | 31 lipca 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,31% | 1 574 886 SH | 19 sierpnia 2026 | Dziennie |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,30% | 18 523 NS | 31 lipca 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,28% | 752 974 SH | 19 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,28% | 28 769 SH | 11 września 2026 | Dziennie |
| FSMD · FIDELITY COVINGTON TRUST | 0,28% | 27 513 NS | 31 lipca 2026 | N-PORT |
| IMCG · iShares Trust | 0,26% | 38 318 SH | 11 września 2026 | Dziennie |
| SMMD · iShares Trust | 0,25% | 35 639 SH | 11 września 2026 | Dziennie |
| ROUS · Lattice Strategies Trust | 0,24% | 6 796 NS | 31 lipca 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 0,24% | 9 164 NS | 31 lipca 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,24% | 12 470 SH | 19 sierpnia 2026 | Dziennie |
| FTLS · First Trust Exchange-Traded Fund III | 0,24% | 23 382 NS | 31 lipca 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 18 066 NS | 31 lipca 2026 | N-PORT |
| WSML · iShares Trust | 0,17% | 4 213 SH | 11 września 2026 | Dziennie |
| PEXL · Pacer Funds Trust | 0,16% | 317 NS | 31 lipca 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,15% | 14 291 SH | 1 października 2026 | Dziennie |
| VGT · VANGUARD WORLD FUND | 0,15% | 655 876 SH | 19 sierpnia 2026 | Dziennie |
| TRFM · ETF Series Solutions | 0,14% | 1 384 NS | 31 lipca 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,14% | 37 830 NS | 31 lipca 2026 | N-PORT |
| IWR · iShares Trust | 0,13% | 273 811 SH | 11 września 2026 | Dziennie |
| IMCB · iShares Trust | 0,13% | 8 139 SH | 11 września 2026 | Dziennie |
| RILA · Spinnaker ETF Series | 0,13% | 222 NS | 31 lipca 2026 | N-PORT |
| KNCT · Invesco Exchange-Traded Fund Trust | 0,11% | 650 SH | 1 października 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,11% | 84 034 NS | 31 lipca 2026 | N-PORT |
| IYW · iShares Trust | 0,09% | 82 845 SH | 11 września 2026 | Dziennie |
| LRND · New York Life Investments ETF Trust | 0,09% | 1 370 NS | 31 lipca 2026 | N-PORT |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,08% | 105 928 SH | 19 sierpnia 2026 | Dziennie |
| IGM · iShares Trust | 0,08% | 30 841 SH | 11 września 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 1 853 SH | 1 października 2026 | Dziennie |
| ILCG · iShares Trust | 0,06% | 6 699 SH | 11 września 2026 | Dziennie |
| IWF · iShares Trust | 0,06% | 251 576 SH | 11 września 2026 | Dziennie |
| VEGN · ETF Series Solutions | 0,05% | 370 NS | 31 lipca 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,05% | 2 129 SH | 1 października 2026 | Dziennie |
| IUSG · iShares Trust | 0,05% | 57 129 SH | 11 września 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,04% | 2 180 240 SH | 19 sierpnia 2026 | Dziennie |
| VFMV · VANGUARD WELLINGTON FUND | 0,04% | 446 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,04% | 11 107 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,04% | 5 648 SH | 19 sierpnia 2026 | Dziennie |
| TOV · EA Series Trust | 0,03% | 275 NS | 31 lipca 2026 | N-PORT |
| ILCB · iShares Trust | 0,03% | 1 341 SH | 11 września 2026 | Dziennie |
| VOTE · TCW ETF Trust | 0,03% | 1 171 NS | 31 lipca 2026 | N-PORT |
| IWB · iShares Trust | 0,03% | 46 143 SH | 11 września 2026 | Dziennie |
| IYY · iShares Trust | 0,03% | 2 850 SH | 11 września 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,03% | 21 086 NS | 31 lipca 2026 | N-PORT |
| IWV · iShares Trust | 0,02% | 18 282 SH | 11 września 2026 | Dziennie |
| ITOT · iShares Trust | 0,02% | 85 110 SH | 11 września 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,02% | 43 665 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 10 431 NS | 31 lipca 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,02% | 56 853 SH | 19 sierpnia 2026 | Dziennie |
| TILT · FlexShares Trust | 0,02% | 1 738 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 2 081 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 900 NS | 31 lipca 2026 | N-PORT |
| IJH · iShares Trust | · | 2 302 158 SH | 11 września 2026 | Dziennie |
| IJK · iShares Trust | · | 380 127 SH | 11 września 2026 | Dziennie |
| XJH · iShares Trust | · | 8 963 SH | 8 września 2026 | Dziennie |
| SMLF · iShares Trust | · | 26 631 SH | 11 września 2026 | Dziennie |
| SMMV · iShares Trust | · | 596 SH | 19 sierpnia 2026 | Dziennie |
MTSI Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
15 analityków · 2026-10-03Średnia cel $395.33 +22,9%
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 |
|---|---|---|---|---|---|---|
| MTSI | $9.49B | -174.5 | 32.6% | -5.6% | -4.3% | 54.7% |
| MRVL | $68.75B | 26.4 | 42.1% | 32.6% | 19.3% | 51.0% |
| MCHP | $35.02B | 293.7 | 7.1% | 4.9% | 3.5% | 57.7% |
| CBRS | · | · | · | · | · | · |
| ON | $21.48B | 186.7 | -15.3% | 2.0% | 1.5% | 33.1% |
| GFS | · | 22.0 | · | 13.0% | 7.8% | 24.9% |
| 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% |
| FSLR | $28.03B | 18.4 | 24.1% | 29.3% | 16.9% | 40.6% |
| SMTC | $7.51B | -176.1 | 15.5% | -3.9% | -7.3% | 51.6% |
| SWKS | · | 25.0 | -2.2% | · | · | · |
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