QRVO Qorvo, Inc. - Common Stock
NASDAQ · Semiconductors · Wyświetl na SEC EDGAR ↗ zamknij Paź 2, 2026 10-K/10-Q Lip 28, 2026QRVO Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
QRVO Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.
O Qorvo, Inc. - Common Stock Przegląd firmy z Wikipedii
Qorvo, Inc. – amerykańskie przedsiębiorstwo z branży półprzewodnikowej, z siedzibą w Greensboro w Karolinie Północnej. Powstało w 2015 roku w wyniku fuzji TriQuint Semiconductor i RF Micro Devices.
Przedsiębiorstwo wyspecjalizowało się w technologiach radiowych (RF) i zasilania. Produkty Qorvo znajdują zastosowanie w urządzeniach mobilnych, infrastrukturze, systemach IoT, obronności oraz zarządzaniu energią.
Źródło: Wikipedia, 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 | QRVO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 26.5średnia z 5 lat ≈20.0 | ≈20.0 | 32.2 | Niedowartościowany | |
| P/S (TTM) | 2.8średnia z 5 lat ≈2.4 | ≈2.4 | 7.2 | Niedowartościowany | |
| P/B (MRQ) | 2.9średnia z 5 lat ≈2.5 | ≈2.5 | 6.7 | Niedowartościowany | |
| Cena / FCF (TTM) | 15.5średnia z 5 lat ≈13.9 | ≈13.9 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 13.2średnia z 5 lat ≈11.3 | ≈11.3 | 27.5 | Niedowartościowany | |
| Cena / Wartość księgowa materialna (MRQ) | 3.0średnia z 5 lat ≈13.3 | ≈13.3 | · | · |
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 | QRVO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 48.2%średnia z 5 lat ≈42.4% | ≈42.4% | 57.3% | Słaby | |
| Marża Operacyjna (TTM) | 13.1%średnia z 5 lat ≈9.5% | ≈9.5% | 16.3% | Słaby | |
| EBITDA Margin (Marża EBITDA) | 11.2%średnia z 5 lat ≈9.5% | ≈9.5% | 16.3% | Słaby | |
| Marża przed opodatkowaniem (TTM) | 12.8%średnia z 5 lat ≈8.7% | ≈8.7% | 16.0% | Słaby | |
| Marża Zysku Netto (TTM) | 11.0%średnia z 5 lat ≈6.8% | ≈6.8% | 16.7% | Słaby | |
| ROA (TTM) | 6.7%średnia z 5 lat ≈4.2% | ≈4.2% | 5.9% | Słaby | |
| ROE (TTM) | 11.6%średnia z 5 lat ≈6.9% | ≈6.9% | 9.9% | Zgodnie z | |
| ROIC | 10.5%średnia z 5 lat ≈7.6% | ≈7.6% | 10.5% | Zgodnie z |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | QRVO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 0.4średnia z 5 lat ≈0.0 | ≈0.0 | 0.1 | Wysokie zadłużenie | |
| Wskaźnik bieżący (MRQ) | 3.5średnia z 5 lat ≈3.1 | ≈3.1 | 3.5 | Zgodnie z | |
| Quick Ratio (Wskaźnik Szybkości) | 2.2średnia z 5 lat ≈1.9 | ≈1.9 | 2.0 | Silna płynność | |
| Dług długoterminowy / Kapitał własny (MRQ) | 0.4 | · | 0.1 | Wysokie zadłużenie | |
| Interest Coverage (Pokrycie odsetek) | 5.6średnia z 5 lat ≈6.0 | ≈6.0 | 18.5 | Niska płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | QRVO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | -1.1%średnia z 5 lat ≈-0.86% | ≈-0.86% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 1.0%średnia z 5 lat ≈-2.7% | ≈-2.7% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | -1.7% | · | · | · | |
| EPS YoY | 524.1%średnia z 5 lat ≈160.5% | ≈160.5% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 509.5%średnia z 5 lat ≈153.5% | ≈153.5% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 53.5% | · | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | -10.5% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 48.7% | · | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | -14.3% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | QRVO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.6średnia z 5 lat ≈0.6 | ≈0.6 | 0.6 | Zgodnie z | |
| Inventory Turnover (Rotacja zapasów) | 3.3średnia z 5 lat ≈3.3 | ≈3.3 | 3.3 | Zgodnie z | |
| Receivables Turnover (Rotacja należności) | 9.6średnia z 5 lat ≈9.3 | ≈9.3 | 7.0 | Najwyższa półka | |
| Revenue / Employee (Przychody / pracownika) | ≈$707.4K | · | · | · |
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 | $1.64 | $1.12 | 46.1% | |
| 31 marca 2026 | $1.69 | $1.23 | 37.3% | |
| 31 grudnia 2025 | $2.17 | $1.88 | 15.1% | |
| 30 września 2025 | $2.22 | $2.11 | 5.1% | |
| 30 czerwca 2025 | $0.92 | $0.62 | 49.2% | |
| 31 marca 2025 | $1.42 | $1.02 | 38.9% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.68B | $3.72B | $3.77B | $3.57B | $4.65B | $4.02B | $3.24B | $3.09B | · | $3.03B | $2.61B | |
| Cost of Revenue | $1.99B | $2.18B | $2.28B | $2.27B | $2.36B | $2.13B | $1.92B | $1.90B | · | $1.90B | $1.56B | |
| Gross Profit | $1.69B | $1.54B | $1.49B | $1.30B | $2.29B | $1.88B | $1.32B | $1.20B | · | $1.14B | $1.05B | |
| R&D Expense | $726M | $748M | $682M | $650M | $624M | $570M | $484M | $450M | · | $471M | $449M | |
| SG&A Expense | $165M | $172M | $172M | $148M | $350M | $367M | $344M | $476M | · | $546M | $534M | |
| Operating Expenses | $1.28B | $1.44B | $1.40B | $1.11B | $1.06B | $977M | $899M | $979M | · | $1.05B | $1.04B | |
| Operating Income | $411M | $96M | $92M | $183M | $1.23B | $907M | $423M | $216M | · | $88M | $12M | |
| Interest Expense | $73M | $78M | $69M | $68M | $63M | $75M | $60M | $44M | · | $59M | $23M | |
| Other Non-op | $60M | $49M | $51M | $10M | $18M | $-24M | $32M | $-81M | · | $-3M | $6M | |
| Pretax Income | $398M | $66M | $74M | $125M | $1.18B | $807M | $395M | $92M | · | $27M | $-3M | |
| Income Tax | $59M | $10M | $144M | $21M | $148M | $74M | $61M | $-41M | · | $44M | $26M | |
| Net Income | $339M | $56M | $-70M | $103M | $1.03B | $734M | $334M | $133M | · | $-17M | $-29M | |
| EPS (Basic) | $3.66 | $0.59 | $-0.72 | $1.01 | $9.38 | $6.43 | $2.86 | $1.07 | · | $-0.13 | $-0.20 | |
| EPS (Diluted) | $3.62 | $0.58 | $-0.72 | $1.00 | $9.26 | $6.32 | $2.80 | $1.05 | · | $-0.13 | $-0.20 | |
| Shares (Basic) | 92,592,000 | 94,586,000 | 97,557,000 | 102,206,000 | 110,196,000 | 114,034,000 | 117,007,000 | 124,534,000 | · | 127,121,000 | 141,937,000 | |
| Shares (Diluted) | 93,547,000 | 95,450,000 | 97,557,000 | 103,019,000 | 111,546,000 | 116,016,000 | 119,293,000 | 127,356,000 | · | 127,121,000 | 141,937,000 | |
| EBITDA | $411M | $96M | $92M | $183M | $1.23B | $907M | $423M | $216M | · | $88M | $12M |
Bilans
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.22B | $1.02B | $1.03B | $809M | $973M | $1.40B | $715M | $711M | $334M | $545M | $426M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $58M | · | $187M | |
| Receivables | $383M | $387M | $413M | $305M | $569M | $457M | $367M | $378M | $361M | $358M | $316M | |
| Inventory | $554M | $641M | $711M | $797M | $756M | $508M | $517M | $512M | $502M | $430M | $428M | |
| Prepaid Expense | $37M | $33M | $41M | $47M | $50M | $42M | $38M | $26M | $25M | $36M | $64M | |
| Other Current Assets | $98M | $75M | $79M | $47M | $71M | $52M | $38M | $36M | $35M | $26M | $41M | |
| Current Assets | $2.31B | $2.17B | $2.45B | $2.03B | $2.45B | $2.48B | $1.69B | $1.68B | $1.37B | $1.46B | $1.51B | |
| PP&E (Net) | $710M | $802M | $871M | $1.15B | $1.25B | $1.27B | $1.26B | $1.37B | $1.37B | $1.39B | $1.05B | |
| PP&E (Gross) | $2.49B | $2.65B | $2.55B | $3.05B | $2.99B | $2.83B | $2.67B | $2.47B | · | $2.07B | $1.62B | |
| Accum. Depreciation | $1.78B | $1.85B | $1.68B | $1.90B | $1.73B | $1.56B | $1.42B | $1.22B | $950M | $981M | $752M | |
| Goodwill | $2.35B | $2.39B | $2.53B | $2.76B | $2.78B | $2.64B | $2.61B | $2.17B | $2.17B | $2.17B | $2.14B | |
| Intangibles | $122M | $273M | $509M | $538M | $675M | $611M | $809M | $408M | $729M | $1.40B | $1.81B | |
| Other Non-current Assets | $318M | $277M | $170M | $193M | $324M | $182M | $165M | $77M | $63M | $59M | $66M | |
| Total Assets | $5.83B | $5.93B | $6.55B | $6.69B | $7.51B | $7.22B | $6.56B | $5.81B | $5.78B | $6.52B | $6.60B | |
| Accounts Payable | $243M | $261M | $253M | $211M | $328M | $314M | $247M | $233M | $219M | $216M | $205M | |
| Accrued Liabilities | $248M | $288M | $337M | $222M | $240M | $255M | $218M | $161M | $134M | $171M | $138M | |
| Current Liabilities | $713M | $783M | $1.23B | $556M | $675M | $682M | $539M | $436M | $403M | $419M | $374M | |
| Capital Leases | $41M | $45M | $51M | $69M | · | · | $58M | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | $37M | $132M | $152M | |
| Other Non-current Liabilities | $219M | $208M | $219M | $185M | $234M | $168M | $162M | $92M | $105M | $86M | $83M | |
| Total Liabilities | $2.48B | $2.54B | $3.00B | $2.79B | $2.96B | $2.59B | $2.27B | $1.45B | $1.10B | $1.63B | $1.60B | |
| Long-term Debt | $1.55B | $1.55B | $1.55B | $2.05B | $2.05B | $1.74B | $1.57B | $921M | $558M | $989M | $988M | |
| Total Debt | · | $0 | $439M | $310.0K | $791.0K | $5M | $7M | · | · | · | $988M | |
| Common Stock | · | · | · | · | · | · | · | · | $5.17B | $5.36B | $5.44B | |
| Retained Earnings | $39M | $-34M | $-90M | $84M | $512M | $355M | $0 | $-321M | $-484M | $-456M | $-440M | |
| AOCI | $4M | $-5M | $-5M | $-3M | $5M | $30M | $2M | $-7M | $-5M | $-4M | $-3M | |
| Stockholders' Equity | $3.34B | $3.39B | $3.56B | $3.90B | $4.55B | $4.63B | $4.29B | $4.36B | $4.68B | $4.90B | $5.00B | |
| Liabilities + Equity | $5.83B | $5.93B | $6.55B | $6.69B | $7.51B | $7.22B | $6.56B | $5.81B | $5.78B | $6.52B | $6.60B | |
| Shares Outstanding | 87,741,000 | 92,920,000 | 95,798,000 | 98,649,000 | 106,303,000 | 112,557,000 | 114,625,000 | 119,063,000 | 125,598,000 | 126,464,000 | 127,386,000 |
Przepływy pieniężne
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $136M | $136M | $121M | $106M | $84M | $89M | $76M | $72M | · | $89M | $140M | |
| Deferred Tax | $-39M | $-85M | $19M | $-66M | $32M | $-18M | $-11M | $-70M | · | $-28M | $-12M | |
| Amort. of Intangibles | $111M | $134M | $128M | $132M | $150M | $253M | $247M | $454M | · | $495M | $495M | |
| Restructuring | $7M | · | $44M | $26M | $2M | $3M | $48M | $51M | · | $2M | $10M | |
| Operating Cash Flow | $809M | $622M | $833M | $843M | $1.05B | $1.30B | $946M | $810M | · | $777M | $688M | |
| CapEx | $129M | $138M | $127M | $159M | $213M | $187M | $164M | $221M | · | $553M | $316M | |
| Investing Cash Flow | $-44M | $37M | $-136M | $-153M | $-596M | $-219M | $-1.11B | $-248M | · | $-490M | $-279M | |
| Net Debt Issued | $0 | $-439M | $-58M | $0 | $-198M | $-1.09B | $0 | $-1.05B | · | $0 | $-175M | |
| Stock Repurchased | $533M | $356M | $400M | $862M | $1.15B | $515M | $515M | $638M | · | $209M | $1.30B | |
| Net Stock Activity | $-533M | $-356M | $-400M | $-862M | $-1.15B | $-515M | $-515M | $-638M | · | $-209M | $-1.30B | |
| Financing Cash Flow | $-567M | $-684M | $-460M | $-853M | $-876M | $-402M | $166M | $-777M | · | $-166M | $-283M | |
| Net Change in Cash | $198M | $-28M | $240M | $-164M | $-426M | $683M | $4M | $-215M | · | $120M | $126M | |
| Taxes Paid | $56M | $89M | $105M | $106M | $125M | $53M | $56M | · | · | · | · | |
| Free Cash Flow | $680M | $485M | $706M | $684M | $836M | $1.11B | $782M | $589M | · | $224M | $372M | |
| Levered FCF | $617M | $418M | $772M | $628M | $780M | $1.05B | $730M | $526M | · | $260M | $137M |
Rentowność
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 45.9% | 41.3% | 39.5% | 36.3% | 49.2% | 46.9% | 40.8% | 38.7% | · | 37.4% | 40.2% | |
| Operating Margin | 11.2% | 2.6% | 2.4% | 5.1% | 26.4% | 22.6% | 13.1% | 7.0% | · | 2.9% | 0.46% | |
| Net Margin | 9.2% | 1.5% | -1.9% | 2.9% | 22.2% | 18.3% | 10.3% | 4.3% | · | -0.55% | -1.1% | |
| Pretax Margin | 10.8% | 1.8% | 1.9% | 3.5% | 25.4% | 20.1% | 12.2% | 3.0% | · | 0.90% | -0.11% | |
| EBITDA Margin | 11.2% | 2.6% | 2.4% | 5.1% | 26.4% | 22.6% | 13.1% | 7.0% | · | 2.9% | 0.46% | |
| ROA | 5.8% | 0.89% | -1.1% | 1.5% | 14.0% | 10.7% | 5.4% | · | · | · | -0.43% | |
| ROE | 9.9% | 1.6% | -1.9% | 2.6% | 22.4% | 16.1% | 7.8% | · | · | · | -0.52% | |
| ROIC | 10.5% | 2.4% | -2.2% | 3.9% | 23.6% | 17.8% | 8.3% | · | · | · | 2.0% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.2 | 2.8 | 2.0 | 3.7 | 3.6 | 3.6 | 3.1 | · | · | · | 4.0 | |
| Quick Ratio | 2.2 | 1.8 | 1.2 | 2.0 | 2.3 | 2.7 | 2.0 | · | · | · | 2.5 | |
| Debt / Equity | · | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | · | 0.2 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | 0.2 | |
| Interest Coverage | 5.6 | 1.2 | 1.3 | 2.7 | 19.4 | 12.1 | 7.0 | 4.9 | · | 1.5 | 0.5 |
Efektywność
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.5 | 0.6 | 0.6 | 0.5 | · | · | · | 0.4 | |
| Inventory Turnover | 3.3 | 3.2 | 3.0 | 2.9 | 3.7 | 4.2 | 3.7 | · | · | · | 4.0 | |
| Receivables Turnover | 9.6 | 9.3 | 10.5 | 8.2 | 9.1 | 9.7 | 8.7 | · | · | · | 7.8 |
Na akcję
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $38.12 | $36.51 | $37.12 | $39.56 | $42.83 | $41.13 | $37.45 | · | · | · | $39.25 | |
| Revenue / Share | $39.32 | $38.96 | $38.64 | $34.65 | $41.65 | $34.61 | $27.15 | $24.27 | · | $23.86 | $18.39 | |
| Cash Flow / Share | $8.64 | $6.52 | $8.54 | $8.19 | $9.41 | $11.22 | $7.93 | $6.36 | · | $6.11 | $4.85 | |
| Cash / Share | $13.89 | $10.99 | $10.74 | $8.20 | $9.15 | $12.42 | $6.24 | · | · | · | $3.34 | |
| EPS (TTM) | $3.62 | $0.58 | $-0.72 | $1.00 | $9.26 | $6.32 | $2.80 | $1.05 | · | $-0.13 | $-0.20 |
Stopy Wzrostu
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.1% | -1.3% | 5.6% | -23.2% | 15.7% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.0% | -7.1% | -2.1% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.7% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 524.1% | · | · | -89.2% | 46.5% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 53.5% | -60.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -10.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 509.5% | · | · | -90.0% | 40.9% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 48.7% | -62.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -14.3% | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.68B | $3.72B | $3.77B | $3.57B | $4.65B | $4.02B | $3.24B | $3.09B | · | $3.03B | $2.61B | |
| Net Income TTM | $339M | $56M | $-70M | $103M | $1.03B | $734M | $334M | $133M | · | $-17M | $-29M | |
| Market Cap | $6.79B | $6.64B | $11.00B | $10.02B | $12.92B | $21.71B | $9.25B | · | · | · | $6.47B | |
| Enterprise Value | · | $5.62B | $10.41B | $9.21B | $11.95B | $20.32B | $8.54B | · | · | · | $6.85B | |
| P/E | 21.4 | 123.3 | -159.5 | 101.6 | 13.1 | 30.5 | 28.8 | 68.3 | · | -527.4 | -254.1 | |
| P/S | 1.8 | 1.8 | 2.9 | 2.8 | 2.8 | 5.4 | 2.9 | · | · | · | 2.5 | |
| P/B | 2.0 | 2.0 | 3.1 | 2.6 | 2.8 | 4.7 | 2.2 | · | · | · | 1.3 | |
| P / Tangible Book | 7.8 | 9.1 | 21.5 | 16.6 | 11.7 | 15.8 | · | · | · | · | · | |
| P / Cash Flow | 8.4 | 10.7 | 13.2 | 11.9 | 12.3 | 16.7 | 9.8 | · | · | · | 9.4 | |
| P / FCF | 10.0 | 13.7 | 15.6 | 14.6 | 15.5 | 19.5 | 11.8 | · | · | · | 17.4 | |
| EV / EBITDA | · | 58.9 | 113.5 | 50.3 | 9.7 | 22.4 | 20.2 | · | · | · | 572.3 | |
| EV / FCF | · | 11.6 | 14.7 | 13.5 | 14.3 | 18.2 | 10.9 | · | · | · | 18.4 | |
| EV / Revenue | · | 1.5 | 2.8 | 2.6 | 2.6 | 5.1 | 2.6 | · | · | · | 2.6 | |
| Earnings Yield | 4.7% | 0.81% | -0.63% | 0.98% | 7.6% | 3.3% | 3.5% | 1.5% | · | -0.19% | -0.39% |
Rachunek zysków i strat
| Wskaźnik | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $785M | $808M | $993M | $1.06B | $819M | $869M | $916M | $1.05B | $887M | $941M | $1.07B | $1.10B | $755M | $743M | $1.16B | |
| Cost of Revenue | $384M | $413M | $529M | $561M | $487M | $503M | $525M | $601M | $554M | $559M | $686M | $614M | $477M | $475M | $619M | |
| Gross Profit | $401M | $395M | $464M | $497M | $332M | $367M | $391M | $445M | $332M | $382M | $388M | $490M | $278M | $268M | $539M | |
| R&D Expense | $172M | $170M | $178M | $198M | $179M | $180M | $179M | $201M | $188M | $180M | $164M | $175M | $163M | $149M | $168M | |
| SG&A Expense | $41M | $35M | $32M | $48M | $51M | $35M | $34M | $48M | $55M | $-124M | $87M | $104M | $-132M | $76M | $98M | |
| Operating Expenses | $304M | $364M | $272M | $339M | $302M | $338M | $338M | $436M | $328M | $352M | $429M | $338M | $308M | $259M | $277M | |
| Operating Income | $97M | $32M | $192M | $158M | $30M | $28M | $53M | $10M | $5M | $30M | $-42M | $151M | $-29M | $9M | $262M | |
| Interest Expense | $16M | $18M | $18M | $18M | $19M | $20M | $19M | $23M | $17M | $17M | $18M | $17M | $17M | $17M | $17M | |
| Other Non-op | $20M | $8M | $16M | $16M | $20M | $7M | $15M | $15M | $12M | $17M | $15M | $5M | $14M | $6M | $2M | |
| Pretax Income | $101M | $22M | $190M | $155M | $32M | $15M | $49M | $3M | $-723.0K | · | · | · | · | · | · | |
| Income Tax | $15M | $-8M | $26M | $35M | $6M | $-16M | $8M | $20M | $-1M | $27M | $83M | $42M | $-13M | $13M | $58M | |
| Net Income | $86M | $30M | $164M | $120M | $26M | $31M | $41M | $-17M | $414.0K | $3M | $-127M | $97M | $-19M | $-16M | $189M | |
| EPS (Basic) | $0.97 | $0.32 | $1.77 | $1.29 | $0.28 | $0.33 | $0.44 | $-0.18 | $0.00 | $0.03 | $-1.31 | $1.00 | $-0.13 | $-0.16 | $1.83 | |
| EPS (Diluted) | $0.96 | $0.32 | $1.75 | $1.28 | $0.27 | $0.33 | $0.43 | $-0.18 | $0.00 | $0.03 | $-1.31 | $0.99 | $-0.14 | $-0.16 | $1.82 | |
| Shares (Basic) | 88,035,000 | · | 92,586,000 | 92,803,000 | 92,915,000 | · | 94,341,000 | 94,886,000 | 95,467,000 | · | 97,152,000 | 97,945,000 | · | 100,943,000 | 102,927,000 | |
| Shares (Diluted) | 89,360,000 | · | 93,571,000 | 93,792,000 | 93,770,000 | · | 95,031,000 | 94,886,000 | 96,510,000 | · | 97,152,000 | 98,590,000 | · | 100,943,000 | 103,674,000 | |
| EBITDA | $97M | · | $192M | $158M | $30M | · | $53M | $10M | $5M | · | $-42M | $151M | · | $9M | $262M |
Bilans
| Wskaźnik | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.33B | $1.22B | $1.32B | $1.10B | $1.17B | $1.02B | $769M | $1.10B | $1.08B | $1.03B | $1.07B | $707M | $809M | $919M | $912M | |
| Receivables | $380M | $383M | $488M | $543M | $328M | $387M | $428M | $581M | $425M | $413M | $484M | $593M | · | $368M | $645M | |
| Inventory | $592M | $554M | $530M | $605M | $638M | $641M | $656M | $694M | $727M | $711M | $727M | $840M | · | $857M | $841M | |
| Prepaid Expense | $39M | $37M | $35M | $34M | $31M | $33M | $38M | $38M | $30M | $41M | $40M | $49M | · | $46M | $48M | |
| Other Current Assets | $81M | $98M | $79M | $74M | $69M | $75M | $78M | $110M | $99M | $79M | $75M | $46M | · | $37M | $52M | |
| Current Assets | $2.44B | $2.31B | $2.48B | $2.38B | $2.25B | $2.17B | $2.10B | $2.53B | $2.38B | $2.45B | $2.43B | $2.26B | · | $2.26B | $2.52B | |
| PP&E (Net) | $680M | $710M | $755M | $781M | $794M | $802M | $821M | $847M | $867M | $871M | $1.04B | $1.06B | · | $1.19B | $1.22B | |
| PP&E (Gross) | · | $2.49B | · | · | · | $2.65B | · | · | · | $2.55B | · | · | · | · | · | |
| Accum. Depreciation | $1.80B | $1.78B | $1.92B | $1.91B | $1.88B | $1.85B | $1.81B | $1.77B | $1.74B | $1.68B | $2.02B | $1.98B | · | $1.85B | $1.82B | |
| Goodwill | $2.35B | $2.35B | $2.39B | $2.39B | $2.39B | $2.39B | $2.44B | $2.44B | $2.53B | $2.53B | $2.54B | $2.71B | · | $2.77B | $2.76B | |
| Intangibles | $106M | $122M | $197M | $224M | $252M | $273M | $332M | $446M | $474M | $509M | $500M | $473M | · | $567M | $586M | |
| Other Non-current Assets | $348M | $318M | $320M | $306M | $293M | $277M | $250M | $216M | $170M | $170M | $166M | $187M | · | $265M | $258M | |
| Total Assets | $5.94B | $5.83B | $6.16B | $6.10B | $6.00B | $5.93B | $5.96B | $6.50B | $6.45B | $6.55B | $6.70B | $6.72B | · | $7.08B | $7.37B | |
| Accounts Payable | $253M | $243M | $241M | $285M | $280M | $261M | $283M | $322M | $304M | $253M | $283M | $275M | · | $225M | $322M | |
| Accrued Liabilities | $214M | $248M | $225M | $287M | $252M | $288M | $268M | $354M | $300M | $337M | $327M | $304M | · | $239M | $299M | |
| Current Liabilities | $688M | $713M | $676M | $805M | $798M | $783M | $808M | $1.33B | $1.22B | $1.23B | $1.28B | $672M | · | $614M | $764M | |
| Capital Leases | · | $41M | · | · | · | $45M | · | · | · | $51M | · | · | · | · | · | |
| Other Non-current Liabilities | $231M | $219M | $241M | $232M | $213M | $208M | $226M | $210M | $195M | $219M | $230M | $181M | · | $250M | $241M | |
| Total Liabilities | $2.47B | $2.48B | $2.47B | $2.59B | $2.56B | $2.54B | $2.58B | $3.09B | $2.96B | $3.00B | $3.06B | $2.90B | · | $2.91B | $3.05B | |
| Long-term Debt | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $1.55B | $2.05B | · | $2.05B | $2.05B | |
| Total Debt | $1.55B | · | $1.55B | $1.55B | $1.55B | · | $1.55B | $1.96B | $1.96B | · | $2.03B | $2.05B | · | $2.05B | $2.05B | |
| Retained Earnings | $125M | $39M | $227M | $73M | $-8M | $-34M | $-65M | $-107M | $-89M | $-90M | $-92M | $35M | $84M | $316M | $448M | |
| AOCI | $3M | $4M | $6M | $5M | $6M | $-5M | $-10M | $1M | $-6M | $-5M | $102.0K | $-14M | $-3M | $-11M | $-42M | |
| Stockholders' Equity | $3.47B | $3.34B | $3.70B | $3.51B | $3.44B | $3.39B | $3.38B | $3.41B | $3.49B | $3.56B | $3.64B | $3.82B | $3.90B | $4.16B | $4.32B | |
| Liabilities + Equity | $5.94B | $5.83B | $6.16B | $6.10B | $6.00B | $5.93B | $5.96B | $6.50B | $6.45B | $6.55B | $6.70B | $6.72B | · | $7.08B | $7.37B | |
| Shares Outstanding | 88,218,000 | 87,741,000 | 92,653,000 | 92,575,000 | 92,798,000 | 92,920,000 | 93,559,000 | 94,664,000 | 94,962,000 | 95,798,000 | 96,680,000 | 97,506,000 | 98,649,000 | 100,021,000 | 102,061,000 |
Przepływy pieniężne
| Wskaźnik | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $34M | $26M | $27M | $40M | $42M | $27M | $28M | $38M | $42M | $22M | $22M | · | $19M | $20M | · | |
| Deferred Tax | $-9M | $-15M | $-13M | $-8M | $-4M | $-21M | $-16M | $-22M | $-26M | $-43M | $61M | · | $-64M | $14M | · | |
| Amort. of Intangibles | $15M | $27M | $28M | $28M | $28M | $30M | $32M | $36M | $35M | $36M | $31M | · | $33M | $33M | · | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $4M | · | · | · | · | |
| Operating Cash Flow | $139M | $276M | $265M | $84M | $183M | $199M | $214M | $128M | $81M | $202M | $493M | · | $65M | $237M | · | |
| CapEx | $24M | $21M | $28M | $42M | $38M | $29M | $38M | $33M | $38M | $33M | $26M | · | $34M | $34M | · | |
| Investing Cash Flow | $-23M | $18M | $4M | $-33M | $-33M | $96M | $-7M | $-35M | $-17M | $-113M | $902.0K | · | $-36M | $-33M | · | |
| Stock Repurchased | $0 | $400M | $17M | $65M | $50M | $50M | $100M | $81M | $125M | $100M | $100M | · | $150M | $202M | · | |
| Net Stock Activity | $0 | · | · | · | $-50M | · | · | · | $-125M | · | · | · | · | · | · | |
| Financing Cash Flow | $-6M | $-392M | $-54M | $-113M | $-7M | $-43M | $-532M | $-80M | $-30M | $-132M | $-114M | · | $-139M | $-201M | · | |
| Net Change in Cash | $110M | $-99M | $215M | $-62M | $144M | $252M | $-327M | $14M | $33M | $-43M | $385M | · | $-110M | $7M | · | |
| Free Cash Flow | $115M | · | · | · | $145M | · | · | · | $43M | · | · | · | · | · | · | |
| Levered FCF | $102M | · | · | · | $130M | · | · | · | · | · | · | · | · | · | · |
Rentowność
| Wskaźnik | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.1% | · | 46.8% | 47.0% | 40.5% | · | 42.7% | 42.5% | 37.5% | · | 36.1% | 44.4% | · | 36.1% | 46.5% | |
| Operating Margin | 12.3% | · | 19.4% | 14.9% | 3.7% | · | 5.8% | 0.92% | 0.52% | · | -3.9% | 13.7% | · | 1.2% | 22.6% | |
| Net Margin | 10.9% | · | 16.5% | 11.3% | 3.1% | · | 4.5% | -1.7% | 0.05% | · | -11.8% | 8.8% | · | -2.1% | 16.3% | |
| Pretax Margin | 12.8% | · | 19.1% | 14.6% | 3.9% | · | · | · | · | · | · | · | · | · | · | |
| EBITDA Margin | 12.3% | · | 19.4% | 14.9% | 3.7% | · | 5.8% | 0.92% | 0.52% | · | -3.9% | 13.7% | · | 1.2% | 22.6% | |
| ROA | 1.4% | · | 2.7% | 1.9% | 0.41% | · | 0.65% | -0.26% | 0.01% | · | -1.8% | 1.4% | · | -0.22% | 2.5% | |
| ROE | 2.5% | · | 4.6% | 3.5% | 0.74% | · | 1.2% | -0.48% | 0.01% | · | -3.2% | 2.4% | · | -0.36% | 4.2% | |
| ROIC | 1.6% | · | 3.2% | 2.4% | 0.49% | · | · | · | · | · | · | · | · | · | · |
Płynność i wypłacalność
| Wskaźnik | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.5 | · | 3.7 | 3.0 | 2.8 | · | 2.6 | 1.9 | 2.0 | · | 1.9 | 3.4 | · | 3.7 | 3.3 | |
| Quick Ratio | 2.5 | · | 2.7 | 2.0 | 1.9 | · | 1.5 | 1.3 | 1.2 | · | 1.2 | 1.9 | · | 2.1 | 2.0 | |
| Debt / Equity | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.6 | 0.6 | · | 0.6 | 0.5 | · | 0.5 | 0.5 | |
| LT Debt / Equity | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.4 | · | 0.4 | 0.5 | · | 0.5 | 0.5 | |
| Interest Coverage | 6.1 | · | 10.7 | 8.5 | 1.6 | · | 2.8 | 0.4 | 0.3 | · | -2.4 | 8.8 | · | 0.5 | 15.5 |
Efektywność
| Wskaźnik | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.2 | 0.2 | 0.1 | · | 0.1 | 0.2 | 0.1 | · | 0.2 | 0.2 | · | 0.1 | 0.2 | |
| Inventory Turnover | 0.6 | · | 0.9 | 0.9 | 0.7 | · | 0.8 | 0.8 | 0.7 | · | 0.9 | 0.7 | · | 0.6 | 0.9 | |
| Receivables Turnover | 2.2 | · | 2.2 | 1.9 | 2.2 | · | 2.0 | 1.8 | 2.4 | · | 2.5 | 1.8 | · | 1.5 | 1.8 |
Na akcję
| Wskaźnik | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $39.36 | · | $39.92 | $37.91 | $37.04 | · | $36.13 | $36.02 | $36.71 | · | $37.63 | $39.15 | · | $41.64 | $42.35 | |
| Revenue / Share | $8.78 | · | $10.61 | $11.29 | $8.73 | · | $9.64 | $11.03 | $9.19 | · | $11.05 | $11.19 | · | $7.36 | $11.17 | |
| Cash Flow / Share | $1.56 | · | · | · | $1.95 | · | · | · | $0.84 | · | · | · | · | · | · | |
| Cash / Share | $15.06 | · | $14.23 | $11.92 | $12.56 | · | $8.22 | $11.58 | $11.40 | · | $11.09 | $7.25 | · | $9.19 | $8.93 | |
| EPS (TTM) | $4.31 | · | $3.63 | $2.31 | $0.85 | · | $0.28 | $-1.46 | $-0.29 | · | $-0.90 | $0.25 | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.64B | · | $3.74B | $3.66B | $3.65B | · | $3.79B | $3.95B | $4.01B | · | $3.58B | $3.25B | · | · | · | |
| Net Income TTM | $399M | · | $341M | $218M | $81M | · | $27M | $-141M | $-26M | · | $-92M | $19M | · | · | · | |
| Market Cap | $8.28B | · | $7.98B | $8.61B | $7.78B | · | $6.68B | $9.81B | $11.02B | · | $10.89B | $9.31B | · | $9.07B | $8.10B | |
| Enterprise Value | $8.50B | · | $8.21B | $9.06B | $8.16B | · | $7.46B | $10.67B | $11.90B | · | $11.85B | $10.65B | · | $10.20B | $9.24B | |
| P/E | 21.8 | · | 23.7 | 40.3 | 98.6 | · | 255.1 | -71.0 | -400.1 | · | -125.1 | 381.9 | · | · | · | |
| P/S | 2.3 | · | 2.1 | 2.4 | 2.1 | · | 1.8 | 2.5 | 2.8 | · | 3.0 | 2.9 | · | · | · | |
| P/B | 2.4 | · | 2.2 | 2.5 | 2.3 | · | 2.0 | 2.9 | 3.2 | · | 3.0 | 2.4 | · | 2.2 | 1.9 | |
| P / Tangible Book | 8.2 | · | 7.2 | 9.6 | 9.8 | · | 10.9 | 18.6 | 23.0 | · | 18.2 | 14.6 | · | 11.0 | 8.3 | |
| P / Cash Flow | 59.4 | · | · | · | 42.5 | · | · | · | 135.9 | · | · | · | · | · | · | |
| EV / Revenue | 2.3 | · | 2.2 | 2.5 | 2.2 | · | 2.0 | 2.7 | 3.0 | · | 3.3 | 3.3 | · | · | · | |
| Earnings Yield | 4.6% | · | 4.2% | 2.5% | 1.0% | · | 0.39% | -1.4% | -0.25% | · | -0.80% | 0.26% | · | · | · |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-04-01 | 2022-04-02 |
|---|---|---|---|---|---|
| Przychody | $3.68B | $3.72B | $3.77B | $3.57B | $4.65B |
| Marża Brutto % | 45.9% | 41.3% | 39.5% | 36.3% | 49.2% |
| Marża Operacyjna % | 11.2% | 2.6% | 2.4% | 5.1% | 26.4% |
| Zysk netto | $339M | $56M | $-70M | $103M | $1.03B |
| Rozwodniony EPS | $3.62 | $0.58 | $-0.72 | $1.00 | $9.26 |
| Wskaźnik | 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-04-01 | 2022-04-02 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | · | 0.0 | 0.1 | 0.0 | 0.0 |
| Wskaźnik bieżący | 3.2 | 2.8 | 2.0 | 3.7 | 3.6 |
| Wskaźnik Szybkości | 2.2 | 1.8 | 1.2 | 2.0 | 2.3 |
| Wskaźnik | 2026-03-28 | 2025-03-29 | 2024-03-30 | 2023-04-01 | 2022-04-02 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $680M | $485M | $706M | $684M | $836M |
Właściciele instytucjonalni (13F) 583 emitenci · $8.7B 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 |
|---|---|---|---|---|
| 75 (-19 vs poprzedni kw.) | 62 (-11 vs poprzedni kw.) | 179 (+9 vs poprzedni kw.) | 183 (+8 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 |
|---|---|---|---|---|
| BlackRock, Inc. | $942 609 912 | 10 106 250 | 10,80% | Akcje |
| VANGUARD GROUP INC | $904 257 507 | 10 700 006 | 10,36% | Akcje |
| Starboard Value LP | $523 387 030 | 5 611 526 | 6,00% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $496 838 844 | 5 326 888 | 5,69% | Akcje |
| STATE STREET CORP | $356 639 763 | 3 823 735 | 4,09% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $335 730 961 | 3 599 560 | 3,85% | Akcje |
| FIL Ltd | $327 810 193 | 3 514 637 | 3,76% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $227 538 210 | 2 439 538 | 2,61% | Akcje |
| BANK OF AMERICA CORP /DE/ | $182 131 034 | 1 952 729 | 2,09% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $181 949 344 | 1 950 781 | 2,08% | Akcje |
| AQR Arbitrage LLC | $166 212 829 | 1 782 061 | 1,90% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $150 255 748 | 1 589 381 | 1,72% | Akcje |
| GOLDMAN SACHS GROUP INC | $137 217 626 | 1 471 187 | 1,57% | Akcje |
| Qube Research & Technologies Ltd | $126 565 245 | 1 356 977 | 1,45% | Akcje |
| FMR LLC | $120 712 946 | 1 294 231 | 1,38% | Akcje |
| NOMURA HOLDINGS INC | $116 587 500 | 1 250 000 | 1,34% | Opcja kupna |
| Assenagon Asset Management S.A. | $110 421 980 | 1 183 896 | 1,27% | Akcje |
| UBS Group AG | $109 458 501 | 1 173 566 | 1,25% | Akcje |
| MORGAN STANLEY | $105 489 856 | 1 131 015 | 1,21% | Akcje |
| D. E. Shaw & Co., Inc. | $92 543 241 | 992 208 | 1,06% | Akcje |
| Quantinno Capital Management LP | $88 754 787 | 951 589 | 1,02% | Akcje |
| NORGES BANK | $86 477 053 | 927 169 | 0,99% | Akcje |
| JANE STREET GROUP, LLC | $83 038 188 | 890 299 | 0,95% | Akcje |
| Allianz Asset Management GmbH | $77 037 289 | 825 960 | 0,88% | Akcje |
| ANTIPODES PARTNERS Ltd | $76 056 182 | 815 441 | 0,87% | Akcje |
| ALPINE ASSOCIATES MANAGEMENT INC. | $74 444 290 | 798 159 | 0,85% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $70 708 547 | 758 106 | 0,81% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $70 494 679 | 755 813 | 0,81% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $62 039 119 | 801 539 | 0,71% | Akcje |
| LMR Partners LLP | $61 482 651 | 659 190 | 0,70% | Akcje |
| NORTHERN TRUST CORP | $58 521 796 | 627 445 | 0,67% | Akcje |
| Amundi | $57 586 111 | 617 413 | 0,66% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $55 374 399 | 593 700 | 0,63% | Opcja kupna |
| CANADA PENSION PLAN INVESTMENT BOARD | $51 920 797 | 556 672 | 0,59% | Akcje |
| Magnetar Financial LLC | $51 125 858 | 548 149 | 0,59% | Akcje |
| Westchester Capital Management, LLC | $49 671 032 | 532 551 | 0,57% | Akcje |
| OSSIAM | $48 662 597 | 521 739 | 0,56% | Akcje |
| Invesco Ltd. | $48 028 733 | 514 943 | 0,55% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $47 244 519 | 506 535 | 0,54% | Akcje |
| Bank of New York Mellon Corp | $45 799 076 | 491 038 | 0,52% | Akcje |
| BRANDES INVESTMENT PARTNERS, LP | $44 161 630 | 473 474 | 0,51% | Akcje |
| Verition Fund Management LLC | $42 639 127 | 457 158 | 0,49% | Akcje |
| JANUS HENDERSON GROUP PLC | $42 473 477 | 548 859 | 0,49% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $42 338 797 | 453 938 | 0,49% | Akcje |
| JPMORGAN CHASE & CO | $42 322 482 | 448 376 | 0,48% | Akcje |
| Man Group plc | $41 717 712 | 447 279 | 0,48% | Akcje |
| TIG Advisors, LLC | $41 534 437 | 445 314 | 0,48% | Akcje |
| FIRST TRUST ADVISORS LP | $40 141 174 | 430 379 | 0,46% | Akcje |
| CANYON CAPITAL ADVISORS LLC | $36 179 713 | 387 903 | 0,41% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $36 031 202 | 386 311 | 0,41% | Akcje |
Aktywiści i właściciele 5%+ 1 akcja
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 |
|---|---|---|---|---|---|
| Starboard Value LP, STARBOARD VALUE & OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE & OPPORTUNITY S LLC, Starboard Value & Opportunity Master Fund L LP, Starboard Value L LP, Starboard Value R GP LLC, Starboard X Master Fund Ltd, Starboard G Fund, L.P., Starboard Value G GP, LLC, Starboard Value A LP, Starboard Value A GP LLC, Starboard Value GP LLC, Starboard Principal Co LP, Starboard Principal Co GP LLC, Smith Jeffrey C, Feld Peter A ×6 zgłoszenia | 2 czerwca 2026 | 6,40% | Aneks | · | 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 26 insiderów · 11 dyrektorzy generalni · 16 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Robert A Bruggeworth | President and CEO | 2 września 2026 S | 325 546 | 0 | 6 | $-8 718 541 |
| Grant Brown | SVP & Chief Financial Officer | 17 sierpnia 2026 S | 49 268 | 0 | 4 | $-3 620 476 |
| Mark J. Murphy | Chief Financial Officer | 10 sierpnia 2021 A | 82 531 | 0 | 0 | $0 |
| Steven J Buhaly | CFO | 2 czerwca 2016 F | 94 938 | 0 | 0 | $0 |
| Steven E Creviston | SVP, Connectivity & Sensors | 15 września 2026 S | 114 641 | 0 | 9 | $-1 045 841 |
| Paul J Fego | SVP, Global Operations | 14 września 2026 S | 74 460 | 0 | 4 | $-785 276 |
| Frank P. Stewart | SVP, Advanced Cellular | 31 sierpnia 2026 G | 41 195 | 0 | 2 | $-1 467 439 |
| Philip Chesley | SVP, High Performance Analog | 17 sierpnia 2026 S | 44 021 | 0 | 3 | $-1 840 157 |
| Gina Harrison | VP and Corporate Controller | 5 sierpnia 2026 F | 26 324 | 0 | 2 | $-562 220 |
| James L Klein | Former VP & Pres. Infra. & Def | 15 listopada 2021 S | 42 978 | 0 | 0 | $0 |
| Michael J. Laber | VP and Corporate Controller | 29 maja 2015 S | 757 | 0 | 0 | $0 |
| Chris Koopmans | Dyrektor | 12 sierpnia 2026 A | 6 160 | 0 | 0 | $0 |
| Roderick Nelson | Dyrektor | 12 sierpnia 2026 A | 12 515 | 0 | 0 | $0 |
| Peter A. Feld | Dyrektor | 12 sierpnia 2026 A | 4 823 | 0 | 2 | $-192 282 223 |
| John R Harding | Dyrektor | 12 sierpnia 2026 A | 10 317 | 0 | 2 | $-173 978 |
| Susan Louise Spradley | Dyrektor | 12 sierpnia 2026 A | 14 351 | 0 | 0 | $0 |
| Alan S Lowe | Dyrektor | 12 sierpnia 2026 A | 7 233 | 0 | 0 | $0 |
| Richard L Clemmer | Dyrektor | 12 sierpnia 2026 A | 6 410 | 0 | 0 | $0 |
| Walden C Rhines | Dyrektor | 12 sierpnia 2026 A | 74 065 | 0 | 0 | $0 |
| Judy Bruner | Dyrektor | 12 sierpnia 2026 A | 12 526 | 0 | 0 | $0 |
| David H Y Ho | Dyrektor | 13 sierpnia 2024 A | 17 299 | 0 | 0 | $0 |
| Ralph Quinsey | Dyrektor | 15 sierpnia 2023 A | 53 035 | 0 | 0 | $0 |
| Jeffery R Gardner | Dyrektor | 15 sierpnia 2023 A | 14 903 | 0 | 0 | $0 |
| Walter H Wilkinson | Dyrektor | 9 sierpnia 2021 S | 22 807 | 0 | 0 | $0 |
| Scott C Gibson | Dyrektor | 15 sierpnia 2018 S | 9 502 | 0 | 0 | $0 |
| Daniel A Dileo | Dyrektor | 7 sierpnia 2018 A | 27 129 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 83 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| PSCT · Invesco Exchange-Traded Fund Trust … | 3,93% | 181 432 SH | 1 października 2026 | Dziennie |
| MNA · New York Life Investments ETF Trust | 2,48% | 68 788 NS | 31 lipca 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 2,43% | 60 459 SH | 1 października 2026 | Dziennie |
| SCOW · Pacer Funds Trust | 1,76% | 332 NS | 31 lipca 2026 | N-PORT |
| CVAR · ETF Opportunities Trust | 1,32% | 6 258 NS | 31 lipca 2026 | N-PORT |
| GURU · Global X Funds | 1,05% | 7 083 NS | 31 lipca 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,89% | 2 978 NS | 31 lipca 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 0,64% | 182 358 NS | 31 lipca 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,62% | 44 340 NS | 31 lipca 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,60% | 244 976 NS | 31 lipca 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,54% | 11 044 SH | 1 października 2026 | Dziennie |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,51% | 60 061 SH | 19 sierpnia 2026 | Dziennie |
| MADE · iShares Trust | 0,43% | 2 286 SH | 11 września 2026 | Dziennie |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,40% | 280 051 SH | 19 sierpnia 2026 | Dziennie |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,35% | 18 025 NS | 31 lipca 2026 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0,33% | 876 NS | 31 lipca 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,31% | 7 573 NS | 31 lipca 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,30% | 62 882 SH | 19 sierpnia 2026 | Dziennie |
| FHEQ · Fidelity Greenwood Street Trust | 0,30% | 30 622 NS | 31 lipca 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,26% | 43 855 SH | 1 października 2026 | Dziennie |
| FLRG · FIDELITY COVINGTON TRUST | 0,24% | 7 802 NS | 31 lipca 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,22% | 15 780 NS | 31 lipca 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,21% | 2 993 NS | 31 lipca 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 18 894 NS | 31 lipca 2026 | N-PORT |
| ISCG · iShares Trust | 0,20% | 16 976 SH | 11 września 2026 | Dziennie |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 180 128 NS | 31 lipca 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,19% | 5 790 000 | 1 października 2026 | Dziennie |
| DFSV · Dimensional ETF Trust | 0,18% | 167 594 NS | 31 lipca 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 50 188 NS | 31 lipca 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0,18% | 5 388 NS | 31 lipca 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 38 413 NS | 31 lipca 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,16% | 44 755 NS | 31 lipca 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,16% | 1 153 244 SH | 19 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,15% | 37 981 SH | 11 września 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,15% | 251 676 NS | 31 lipca 2026 | N-PORT |
| SMMD · iShares Trust | 0,13% | 45 171 SH | 11 września 2026 | Dziennie |
| IWS · iShares Trust | 0,09% | 126 293 SH | 11 września 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,09% | 1 813 963 SH | 19 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,09% | 5 144 SH | 11 września 2026 | Dziennie |
| LRGF · iShares Trust | 0,08% | 27 339 SH | 11 września 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,08% | 179 673 NS | 31 lipca 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,08% | 127 958 NS | 31 lipca 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,08% | 917 840 SH | 19 sierpnia 2026 | Dziennie |
| VGT · VANGUARD WORLD FUND | 0,07% | 1 363 838 SH | 19 sierpnia 2026 | Dziennie |
| IWR · iShares Trust | 0,07% | 345 342 SH | 11 września 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 4 492 SH | 1 października 2026 | Dziennie |
| PRF · Invesco Exchange-Traded Fund Trust | 0,06% | 50 803 SH | 1 października 2026 | Dziennie |
| IYW · iShares Trust | 0,05% | 104 327 SH | 11 września 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,04% | 2 474 NS | 31 lipca 2026 | N-PORT |
| IGM · iShares Trust | 0,04% | 37 646 SH | 11 września 2026 | Dziennie |
| DFUV · Dimensional ETF Trust | 0,04% | 63 533 NS | 31 lipca 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,04% | 192 568 NS | 31 lipca 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,03% | 1 041 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 9 728 NS | 31 lipca 2026 | N-PORT |
| IWD · iShares Trust | 0,03% | 187 006 SH | 11 września 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 50 858 SH | 19 sierpnia 2026 | Dziennie |
| TILT · FlexShares Trust | 0,02% | 4 632 NS | 31 lipca 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0,02% | 11 961 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 4 087 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 21 624 NS | 31 lipca 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 58 913 SH | 11 września 2026 | Dziennie |
| IYY · iShares Trust | 0,01% | 3 564 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,01% | 23 314 SH | 11 września 2026 | Dziennie |
| ITOT · iShares Trust | 0,01% | 104 759 SH | 11 września 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,01% | 24 769 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2 515 767 SH | 19 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 69 477 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 13 960 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 7 129 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,01% | 19 007 SH | 19 sierpnia 2026 | Dziennie |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 lipca 2026 | Dziennie |
| IJR · iShares Trust | · | 4 884 850 SH | 10 września 2026 | Dziennie |
| IJT · iShares Trust | · | 477 366 SH | 9 września 2026 | Dziennie |
| IJS · iShares Trust | · | 264 363 SH | 8 września 2026 | Dziennie |
| XJR · iShares Trust | · | 11 069 SH | 31 sierpnia 2026 | Dziennie |
| VCEB · VANGUARD WORLD FUND | · | · | 30 lipca 2026 | Dziennie |
| ISCB · iShares Trust | · | 3 962 SH | 11 września 2026 | Dziennie |
| ISCV · iShares Trust | · | 7 676 SH | 11 września 2026 | Dziennie |
| SMLF · iShares Trust | · | 70 758 SH | 11 września 2026 | Dziennie |
| SMMV · iShares Trust | · | 9 251 SH | 19 sierpnia 2026 | Dziennie |
QRVO Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
12 analityków · 2026-09-30Średnia cel $90.17 -21,0%
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 |
|---|---|---|---|---|---|---|
| QRVO | $6.79B | 21.4 | -1.1% | 9.2% | 9.9% | 45.9% |
| 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% | · | · | · |
| RMBS | $9.90B | 43.5 | 27.1% | 32.6% | 17.8% | 79.6% |
| MXL | $1.51B | -11.0 | 29.7% | -29.2% | -29.1% | 56.8% |
| ALGM | $5.58B | -376.5 | 22.8% | -1.7% | -1.6% | 46.3% |
| SLAB | $4.35B | -66.6 | 34.3% | -8.3% | -6.0% | 58.2% |
| CRUS | $7.25B | 18.3 | 5.3% | 20.8% | 19.9% | 52.8% |
| PI | $5.26B | -470.3 | -1.4% | -3.0% | -5.5% | 52.5% |
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