SANM Sanmina Corporation - Common Stock
NASDAQ · Electrical Equipment · Wyświetl na SEC EDGAR ↗ zamknij Paź 2, 2026 10-K/10-Q Lip 27, 2026SANM Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
SANM Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.
| Data ex-dywidendy | Podział | Typ |
|---|---|---|
| 17 sierpnia 2009 | 1-for-6 | Odwrotny |
| 9 stycznia 2001 | 2-for-1 | Naprzód |
| 23 marca 2000 | 2-for-1 | Naprzód |
| 11 czerwca 1998 | 2-for-1 | Naprzód |
| 12 marca 1996 | 2-for-1 | Naprzód |
O Sanmina Corporation - Common Stock Przegląd firmy z Wikipedii
Sanmina Corporation – amerykański dostawca usług EMS (electronics manufacturing services), z siedzibą w San Jose w Kalifornii. Przedsiębiorstwo zostało założone w 1980 roku.
Stało się jednym z największych na świecie niezależnych producentów płytek drukowanych i płyt backplane. Do klientów Sanmina Corporation należą przedsiębiorstwa z branż: komunikacji, informatyki, multimediów, półprzewodników, obronności, lotnictwa, medycyny oraz motoryzacji.
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 | SANM | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 41.0średnia z 5 lat ≈16.4 | ≈16.4 | 45.7 | Wartość godziwa | |
| P/S | 1.5średnia z 5 lat ≈0.5 | ≈0.5 | 1.8 | Niedowartościowany | |
| P/B | 4.8średnia z 5 lat ≈1.8 | ≈1.8 | 3.3 | Niedowartościowany | |
| EV / EBITDA | 24.4średnia z 5 lat ≈7.9 | ≈7.9 | 12.8 | Niedowartościowany | |
| Price / FCF (Cena / FCF) | 25.8średnia z 5 lat ≈28.3 | ≈28.3 | · | · | |
| Price / Cash Flow (Cena / Przepływy pieniężne) | 19.7średnia z 5 lat ≈10.5 | ≈10.5 | 13.4 | Niedowartościowany | |
| EV / Revenue (EV / Przychody) | 1.4średnia z 5 lat ≈0.5 | ≈0.5 | · | · | |
| EV / FCF | 24.5średnia z 5 lat ≈29.5 | ≈29.5 | · | · | |
| Price / Tangible Book (Cena / Wartość księgowa materialna) | 4.9średnia z 5 lat ≈1.7 | ≈1.7 | · | · | |
| PEG Ratio (Współczynnik PEG) | ≈2.2 | · | · | · |
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 | SANM | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 9.0%średnia z 5 lat ≈8.4% | ≈8.4% | 14.2% | Poniżej średniej | |
| Marża Operacyjna (TTM) | 4.2%średnia z 5 lat ≈4.6% | ≈4.6% | 5.0% | Najwyższa półka | |
| Marża EBITDA (TTM) | 5.4%średnia z 5 lat ≈6.0% | ≈6.0% | 7.0% | Zgodnie z | |
| Marża przed opodatkowaniem (TTM) | 3.6%średnia z 5 lat ≈4.2% | ≈4.2% | 4.3% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 2.4%średnia z 5 lat ≈3.1% | ≈3.1% | 3.3% | Zgodnie z | |
| ROA (TTM) | 4.1%średnia z 5 lat ≈5.2% | ≈5.2% | 4.0% | Zgodnie z | |
| ROE (TTM) | 11.8%średnia z 5 lat ≈11.0% | ≈11.0% | 10.2% | Zgodnie z | |
| ROIC | 9.9%średnia z 5 lat ≈11.0% | ≈11.0% | 9.1% | Zgodnie z |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | SANM | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 0.7średnia z 5 lat ≈0.1 | ≈0.1 | 0.5 | Wysokie zadłużenie | |
| Wskaźnik bieżący (MRQ) | 1.8średnia z 5 lat ≈1.9 | ≈1.9 | 1.9 | Zgodnie z | |
| Quick Ratio (Wskaźnik Szybkości) | 0.3średnia z 5 lat ≈0.3 | ≈0.3 | 0.9 | Niska płynność | |
| Dług długoterminowy / Kapitał własny (MRQ) | 0.7średnia z 5 lat ≈0.1 | ≈0.1 | 0.6 | Powyżej średniej |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | SANM | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 7.4%średnia z 5 lat ≈5.6% | ≈5.6% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 0.87%średnia z 5 lat ≈4.5% | ≈4.5% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 3.2% | · | · | · | |
| EPS YoY | 14.1%średnia z 5 lat ≈7.0% | ≈7.0% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 10.5%średnia z 5 lat ≈1.9% | ≈1.9% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 5.4%średnia z 5 lat ≈15.8% | ≈15.8% | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | 18.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 0.76%średnia z 5 lat ≈9.8% | ≈9.8% | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | 13.1% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | SANM | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 1.5średnia z 5 lat ≈1.6 | ≈1.6 | 1.3 | Najwyższa półka | |
| Inventory Turnover (Rotacja zapasów) | 4.3średnia z 5 lat ≈4.7 | ≈4.7 | 4.6 | Słaby | |
| Revenue / Employee (Przychody / pracownika) | ≈$232.2K | · | · | · |
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 | $3.31 | $2.83 | 17.0% | |
| 31 marca 2026 | $3.16 | $2.45 | 29.2% | |
| 31 grudnia 2025 | $2.38 | $2.17 | 9.5% | |
| 30 września 2025 | $1.67 | $1.60 | 4.3% | |
| 30 czerwca 2025 | $1.53 | $1.45 | 5.9% | |
| 31 marca 2025 | $1.41 | $1.40 | 0.41% |
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 | $8.13B | $7.57B | $8.94B | $7.92B | $6.74B | $6.95B | $8.23B | $7.11B | $6.87B | $6.48B | $6.37B | $6.22B | |
| Cost of Revenue | $7.41B | $6.93B | $8.19B | $7.30B | $6.21B | $6.43B | $7.64B | $6.65B | $6.35B | $5.97B | $5.89B | $5.73B | |
| Gross Profit | $716M | $640M | $743M | $622M | $526M | $517M | $592M | $464M | $520M | $514M | $484M | $488M | |
| R&D Expense | $31M | $29M | $26M | $21M | $21M | $23M | $28M | $31M | $34M | $38M | $33M | $32M | |
| SG&A Expense | $290M | $266M | $255M | $245M | $235M | $241M | $260M | $251M | $252M | $245M | $239M | $242M | |
| Operating Expenses | $362M | $305M | $288M | $273M | $271M | $298M | $306M | $344M | $293M | $289M | $281M | $289M | |
| Operating Income | $355M | $335M | $456M | $349M | $256M | $219M | $286M | $119M | $226M | $225M | $203M | $200M | |
| Interest Expense | · | · | $36M | $22M | $20M | $29M | $31M | $28M | $22M | $25M | $25M | $31M | |
| Other Non-op | $-11M | $-1M | $-20M | $-26M | $44M | $-348.0K | $-11M | $5M | $8M | $4M | $767.0K | $3M | |
| Pretax Income | $339M | $318M | $413M | $302M | $282M | $192M | $246M | $98M | $213M | $205M | $176M | $162M | |
| Income Tax | $73M | $80M | $85M | $62M | $32M | $59M | $104M | $193M | $75M | $17M | $-201M | $-35M | |
| Net Income | $246M | $223M | $310M | $240M | $250M | $133M | $142M | $-96M | $139M | $188M | $377M | $197M | |
| EPS (Basic) | $4.56 | $4.00 | $5.36 | $3.92 | $3.82 | $1.93 | $2.05 | $-1.37 | $1.86 | $2.50 | $4.61 | $2.38 | |
| EPS (Diluted) | $4.46 | $3.91 | $5.18 | $3.81 | $3.72 | $1.88 | $1.97 | $-1.37 | $1.78 | $2.38 | $4.41 | $2.27 | |
| Shares (Basic) | 53,947,000 | 55,592,000 | 57,847,000 | 61,310,000 | 65,318,000 | 69,041,000 | 69,129,000 | 69,833,000 | 74,481,000 | 75,094,000 | 81,818,000 | 82,872,000 | |
| Shares (Diluted) | 55,178,000 | 56,970,000 | 59,815,000 | 63,117,000 | 67,084,000 | 70,793,000 | 71,678,000 | 69,833,000 | 78,128,000 | 78,787,000 | 85,641,000 | 86,731,000 | |
| EBITDA | $474M | $458M | $574M | $458M | $391M | $342M | · | $238M | $345M | $337M | $304M | $297M |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $926M | $626M | $668M | $530M | $650M | $481M | $455M | $420M | $407M | $398M | $412M | $467M | |
| Inventory | $1.99B | $1.44B | $1.48B | $1.68B | $1.04B | $861M | $901M | $1.37B | $1.05B | $946M | $919M | $893M | |
| Prepaid Expense | $125M | $79M | $58M | $62M | $54M | $38M | $41M | $44M | $48M | $57M | $55M | $112M | |
| Current Assets | $4.87B | $3.87B | $3.88B | $3.89B | $3.27B | $2.82B | $2.92B | $3.01B | $2.62B | $2.38B | $2.32B | $2.45B | |
| PP&E (Net) | $682M | $616M | $633M | $575M | $533M | $559M | $631M | $643M | $640M | $618M | $591M | $563M | |
| PP&E (Gross) | $2.75B | $2.58B | $2.50B | $2.34B | $2.25B | $2.21B | $2.20B | $2.22B | $2.18B | $2.11B | $2.09B | $2.09B | |
| Accum. Depreciation | $2.06B | $1.96B | $1.87B | $1.76B | $1.71B | $1.65B | $1.56B | $1.58B | $1.54B | $1.50B | $1.50B | $1.52B | |
| Goodwill | $30M | · | · | · | · | · | $29M | $29M | $59M | $59M | $27M | $26M | |
| Intangibles | · | · | · | · | · | · | · | $3M | $9M | $16M | $17M | $11M | |
| Other Non-current Assets | $109M | $176M | $184M | $160M | $157M | $121M | $74M | $84M | $114M | $118M | $82M | $81M | |
| Total Assets | $5.86B | $4.82B | $4.87B | $4.84B | $4.20B | $3.77B | $3.91B | $4.09B | $3.85B | $3.63B | $3.49B | $3.31B | |
| Accounts Payable | $1.58B | $1.44B | $1.56B | $2.04B | $1.47B | $1.21B | $1.34B | $1.55B | $1.28B | $1.12B | $1.04B | $1.14B | |
| Current Liabilities | $2.82B | $1.94B | $2.03B | $2.47B | $1.79B | $1.52B | $1.68B | $2.40B | $1.62B | $1.40B | $1.38B | $1.53B | |
| Capital Leases | $36M | $45M | $61M | $49M | $39M | $37M | · | · | · | · | · | · | |
| Deferred Tax | $12M | $13M | $3M | $4M | $3M | · | $4M | $5M | $5M | $5M | $5M | $5M | |
| Other Non-current Liabilities | $214M | $221M | $210M | $215M | $254M | $291M | $233M | $196M | $192M | $180M | $168M | $146M | |
| Long-term Debt | $300M | · | · | · | · | $348M | $385M | $393M | $395M | $437M | $427M | $534M | |
| Total Debt | $283M | $300M | $312M | · | $312M | $329M | · | $14M | $391M | $434M | $424M | $387M | |
| Retained Earnings | $-2.46B | $-2.71B | $-2.93B | $-3.24B | $-3.48B | $-3.72B | $-3.86B | $-4.03B | $-3.98B | $-4.12B | $-4.31B | $-4.68B | |
| Treasury Stock | $1.90B | $1.74B | $1.49B | $1.38B | $1.05B | $983M | $804M | $791M | $634M | $457M | $315M | $217M | |
| AOCI | $70M | $67M | $71M | $56M | $41M | $35M | $42M | $74M | $77M | $65M | $67M | $83M | |
| Stockholders' Equity | $2.54B | $2.36B | $2.32B | $1.82B | $1.85B | $1.62B | $1.65B | $1.47B | $1.65B | $1.61B | $1.52B | $1.25B | |
| Liabilities + Equity | $5.86B | $4.82B | $4.87B | $4.84B | $4.20B | $3.77B | $3.91B | $4.09B | $3.85B | $3.63B | $3.49B | $3.31B | |
| Shares Outstanding | 53,404,000 | 53,921,000 | 56,833,000 | 57,394,000 | 64,307,000 | 64,999,000 | 69,720,000 | 67,777,000 | 71,664,000 | 73,031,000 | 78,058,000 | 82,157,000 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $119M | $122M | $118M | $109M | $110M | $114M | $117M | $119M | $119M | $112M | $101M | $98M | |
| Stock-based Comp | $63M | $57M | $50M | $40M | $35M | $26M | $31M | $33M | $38M | $27M | $21M | $19M | |
| Deferred Tax | $-12M | $30M | $29M | $28M | $28M | $12M | $55M | $174M | $38M | $-17M | $-242M | $-69M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | $7M | $7M | $7M | $2M | $2M | |
| Restructuring | · | · | $6M | $11M | $15M | $27M | $14M | $29M | $1M | $3M | $14M | $13M | |
| Other Non-cash | $204M | $-92M | $-272M | $-86M | $-109M | $7M | · | $-73M | $-82M | $80M | $-81M | $63M | |
| Operating Cash Flow | $621M | $340M | $235M | $331M | $338M | $301M | $383M | $156M | $251M | $390M | $175M | $307M | |
| CapEx | $147M | $111M | $191M | $139M | $73M | $66M | $135M | $119M | $112M | $120M | $119M | $70M | |
| Investing Cash Flow | $-108M | $-114M | $-192M | $-132M | $-91M | $-64M | $-128M | $-116M | $-108M | $-175M | $-102M | · | |
| Debt Issued | · | · | $0 | $350M | $0 | $0 | $375M | $0 | $0 | $0 | $0 | $370M | |
| Net Debt Issued | · | · | $0 | $350M | $0 | $0 | · | · | · | $0 | $-124M | $-52M | |
| Stock Repurchased | · | · | · | $331M | $64M | $179M | $13M | $158M | $177M | $142M | $123M | $76M | |
| Net Stock Activity | · | · | · | $-331M | $-64M | $-179M | · | $-158M | $-177M | $-142M | $-123M | $-76M | |
| Financing Cash Flow | $-174M | $-270M | $95M | $-314M | $-77M | $-210M | $-220M | $-28M | $-135M | $-231M | $-127M | · | |
| Net Change in Cash | $340M | $-42M | $138M | $-120M | $170M | $26M | $35M | $13M | $8M | $-14M | $-54M | $64M | |
| Taxes Paid | $99M | $69M | $57M | $48M | $33M | $31M | $32M | $35M | $20M | $29M | $45M | $29M | |
| Free Cash Flow | $473M | $229M | $44M | $192M | $265M | $235M | · | $38M | $139M | $270M | $56M | $238M | |
| Levered FCF | · | · | $15M | $174M | $248M | $214M | · | $65M | $125M | $247M | $2M | $200M |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 8.8% | 8.5% | 8.3% | 7.9% | 8.2% | 7.5% | · | 6.5% | 7.6% | 7.9% | 7.6% | 7.9% | |
| Operating Margin | 4.4% | 4.4% | 5.1% | 4.4% | 4.2% | 3.3% | · | 1.7% | 3.3% | 3.5% | 3.2% | 3.2% | |
| Net Margin | 3.0% | 2.9% | 3.5% | 3.0% | 4.0% | 2.0% | · | -1.3% | 2.0% | 2.9% | 5.9% | 3.2% | |
| Pretax Margin | 4.2% | 4.2% | 4.6% | 3.8% | 4.5% | 2.9% | · | 1.4% | 3.1% | 3.2% | 2.8% | 2.6% | |
| EBITDA Margin | 5.8% | 6.0% | 6.4% | 5.8% | 5.8% | 4.9% | · | 3.4% | 5.0% | 5.2% | 4.8% | 4.8% | |
| ROA | 4.6% | 4.6% | 6.4% | · | 6.6% | 3.6% | · | -2.4% | 3.7% | 5.3% | 11.1% | 6.2% | |
| ROE | 9.9% | 9.5% | 13.5% | · | 14.6% | 8.5% | · | -6.5% | 8.5% | 12.0% | 27.3% | 16.9% | |
| ROIC | 9.9% | 9.4% | 13.7% | · | 11.2% | 8.1% | · | -7.9% | 7.2% | 10.1% | 22.4% | 14.9% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 2.0 | 1.9 | · | 1.9 | 1.9 | · | 1.3 | 1.6 | 1.7 | 1.7 | 1.6 | |
| Quick Ratio | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.3 | · | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | · | 0.0 | 0.2 | 0.3 | 0.3 | 0.3 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | · | 0.0 | 0.2 | 0.3 | 0.3 | 0.3 | |
| Interest Coverage | · | · | 12.6 | 15.6 | 14.4 | 7.9 | · | 4.3 | 10.3 | 9.0 | 8.1 | 6.5 |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.6 | 1.8 | · | 1.6 | 1.8 | · | 1.8 | 1.8 | 1.8 | 1.9 | 2.0 | |
| Inventory Turnover | 4.3 | 4.7 | 5.2 | · | 6.4 | 7.3 | · | 5.5 | 6.4 | 6.4 | 6.5 | 6.8 |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $47.55 | $43.80 | $40.80 | · | $29.21 | $25.08 | · | $21.73 | $22.99 | $22.04 | $19.48 | $15.18 | |
| Revenue / Share | $147.31 | $132.85 | $149.38 | $125.48 | $100.72 | $98.32 | · | $101.82 | $87.91 | $82.26 | $74.43 | $71.66 | |
| Cash Flow / Share | $11.25 | $5.97 | $3.93 | $5.24 | $5.04 | $4.25 | · | $2.24 | $3.21 | $4.95 | $2.04 | $3.54 | |
| Cash / Share | $17.34 | $11.61 | $11.75 | · | $10.11 | $7.39 | · | $6.19 | $5.67 | $5.45 | $5.28 | $5.68 | |
| EPS (TTM) | $4.46 | $3.91 | $5.18 | $3.81 | $3.72 | $1.88 | $1.97 | $-1.37 | $1.78 | $2.38 | $4.41 | $2.27 |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.4% | -15.3% | 12.8% | 17.5% | -3.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.87% | 4.0% | 8.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 14.1% | -24.5% | 36.0% | 2.4% | 97.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 5.4% | 1.7% | 40.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 18.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 10.5% | -28.2% | 28.9% | -3.7% | 87.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 0.76% | -3.8% | 32.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.1% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.13B | $7.57B | $8.94B | $7.92B | $6.74B | $6.95B | $8.23B | $7.11B | $6.87B | $6.48B | $6.37B | $6.22B | |
| Net Income TTM | $246M | $223M | $310M | $240M | $250M | $133M | $142M | $-96M | $139M | $188M | $377M | $197M | |
| Market Cap | $6.09B | $3.71B | $3.08B | $2.64B | $2.52B | $1.73B | · | $1.87B | $2.66B | $2.08B | $1.67B | $1.77B | |
| Enterprise Value | $5.45B | $3.39B | $2.73B | · | $2.18B | $1.57B | · | $1.47B | $2.65B | $2.11B | $1.68B | $1.69B | |
| P/E | 25.6 | 17.6 | 10.5 | 12.1 | 10.5 | 14.1 | 16.3 | -20.1 | 20.9 | 12.0 | 4.8 | 9.5 | |
| P/S | 0.7 | 0.5 | 0.3 | 0.3 | 0.4 | 0.2 | · | 0.3 | 0.4 | 0.3 | 0.3 | 0.3 | |
| P/B | 2.4 | 1.6 | 1.3 | · | 1.3 | 1.1 | · | 1.3 | 1.6 | 1.3 | 1.1 | 1.4 | |
| P / Tangible Book | 2.4 | 1.6 | 1.3 | 1.5 | 1.4 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 9.8 | 10.9 | 13.1 | 8.0 | 7.4 | 5.7 | · | 12.0 | 10.6 | 5.3 | 9.5 | 5.8 | |
| P / FCF | 12.9 | 16.2 | 70.4 | 13.8 | 9.5 | 7.4 | · | 49.8 | 19.1 | 7.7 | 29.9 | 7.5 | |
| EV / EBITDA | 11.5 | 7.4 | 4.8 | · | 5.6 | 4.6 | · | 6.2 | 7.7 | 6.3 | 5.5 | 5.7 | |
| EV / FCF | 11.5 | 14.8 | 62.3 | · | 8.2 | 6.7 | · | 39.0 | 19.0 | 7.8 | 30.1 | 7.1 | |
| EV / Revenue | 0.7 | 0.4 | 0.3 | · | 0.3 | 0.2 | · | 0.2 | 0.4 | 0.3 | 0.3 | 0.3 | |
| Earnings Yield | 3.9% | 5.7% | 9.5% | 8.3% | 9.5% | 7.1% | 6.1% | -5.0% | 4.8% | 8.4% | 20.6% | 10.5% |
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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.46B | $4.01B | $3.19B | $2.10B | $2.04B | $1.98B | $2.01B | $2.02B | $1.84B | $1.83B | $1.87B | $2.05B | $2.32B | $2.36B | $2.49B | |
| Cost of Revenue | $3.10B | $3.66B | $2.95B | $1.91B | $1.86B | $1.81B | $1.84B | $1.85B | $1.69B | $1.68B | $1.71B | $1.88B | $2.13B | $2.16B | $2.30B | |
| Gross Profit | $363M | $354M | $242M | $191M | $181M | $176M | $168M | $171M | $154M | $155M | $161M | $173M | $191M | $195M | $190M | |
| R&D Expense | $8M | $8M | $9M | $9M | $8M | $7M | $7M | $8M | $8M | $6M | $6M | $8M | $6M | $6M | $6M | |
| SG&A Expense | $109M | $114M | $115M | $74M | $70M | $76M | $71M | $70M | $62M | $69M | $65M | $62M | $63M | $61M | $60M | |
| Operating Expenses | $142M | $197M | $169M | $113M | $85M | $85M | $79M | $82M | $71M | $79M | $73M | $74M | $71M | $67M | $76M | |
| Operating Income | $221M | $157M | $74M | $78M | $96M | $92M | $89M | $90M | $82M | $76M | $88M | $99M | $121M | $128M | $114M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $8M | $8M | · | $9M | $9M | · | |
| Other Non-op | $-7M | $-2M | $5M | $-4M | $-4M | $-2M | $-729.0K | $-564.0K | $-3M | $3M | $-1M | $-8M | $-3M | $-7M | $-29M | |
| Pretax Income | $192M | $131M | $62M | $73M | $91M | $88M | $86M | $87M | $75M | $74M | $82M | $87M | $111M | $116M | $77M | |
| Income Tax | $66M | $33M | $10M | $21M | $19M | $18M | $15M | $19M | $20M | $19M | $21M | $21M | $26M | $21M | $341.0K | |
| Net Income | $117M | $94M | $49M | $48M | $69M | $64M | $65M | $61M | $52M | $52M | $57M | $62M | $80M | $92M | $77M | |
| EPS (Basic) | $2.17 | $1.72 | $0.91 | $0.90 | $1.28 | $1.18 | $1.20 | $1.12 | $0.93 | $0.94 | $1.01 | $1.08 | $1.37 | $1.59 | $1.37 | |
| EPS (Diluted) | $2.12 | $1.70 | $0.89 | $0.88 | $1.26 | $1.16 | $1.16 | $1.09 | $0.91 | $0.93 | $0.98 | $1.04 | $1.33 | $1.54 | $1.31 | |
| Shares (Basic) | 53,861,000 | 54,331,000 | 54,160,000 | · | 53,614,000 | 54,405,000 | 54,206,000 | · | 55,466,000 | 55,585,000 | 56,538,000 | · | 58,269,000 | 57,727,000 | · | |
| Shares (Diluted) | 55,133,000 | 55,108,000 | 55,519,000 | · | 54,493,000 | 55,511,000 | 55,853,000 | · | 56,711,000 | 56,669,000 | 58,240,000 | · | 59,819,000 | 59,867,000 | · | |
| EBITDA | $269M | · | $113M | · | $96M | $92M | $120M | · | $82M | $76M | $118M | · | $121M | $157M | · |
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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.84B | $1.58B | $1.42B | $926M | $798M | $647M | $642M | $626M | $658M | $651M | $632M | · | $718M | $735M | · | |
| Inventory | $3.15B | $3.03B | $3.05B | $1.99B | $1.59B | $1.55B | $1.43B | $1.44B | $1.38B | $1.38B | $1.39B | · | $1.55B | $1.70B | · | |
| Prepaid Expense | $322M | $306M | $307M | $125M | $123M | $104M | $67M | $79M | $82M | $75M | $60M | · | $69M | $81M | · | |
| Current Assets | $7.83B | $7.61B | $7.85B | $4.87B | $4.30B | $4.07B | $3.88B | $3.87B | $3.69B | $3.70B | $3.63B | · | $4.03B | $4.31B | · | |
| PP&E (Net) | $1.05B | $993M | $955M | $682M | $630M | $609M | $605M | $616M | $630M | $641M | $635M | · | $617M | $591M | · | |
| PP&E (Gross) | · | · | · | $2.75B | · | · | · | $2.58B | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $2.06B | · | · | · | $1.96B | · | · | · | · | · | · | · | |
| Goodwill | $122M | $359M | $307M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $418M | $379M | $308M | $139M | $136M | $135M | $177M | $176M | $177M | $178M | $178M | · | $181M | $172M | · | |
| Total Assets | $9.74B | $9.67B | $9.80B | $5.86B | $5.22B | $4.97B | $4.81B | $4.82B | $4.66B | $4.69B | $4.62B | · | $5.03B | $5.27B | · | |
| Accounts Payable | $2.45B | $2.51B | $2.35B | $1.58B | $1.43B | $1.35B | $1.39B | $1.44B | $1.43B | $1.44B | $1.42B | · | $1.83B | $2.14B | · | |
| Current Liabilities | $4.40B | $4.44B | $4.62B | $2.82B | $2.25B | $2.07B | $1.88B | $1.94B | $1.82B | $1.85B | $1.82B | · | $2.25B | $2.59B | · | |
| Capital Leases | $213M | $203M | $147M | $36M | $38M | $36M | $39M | $45M | $48M | $51M | $57M | · | $66M | $57M | · | |
| Deferred Tax | · | · | · | $12M | · | · | · | $13M | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $626M | $615M | $526M | $214M | $212M | $207M | $212M | $221M | $201M | $208M | $214M | · | $236M | $223M | · | |
| Long-term Debt | $2.17B | $2.17B | $2.17B | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $1.96B | · | $2.00B | · | $287M | $291M | $296M | · | $300M | $304M | $308M | · | · | $325M | · | |
| Retained Earnings | · | · | · | $-2.46B | · | · | · | $-2.71B | · | · | · | · | · | · | · | |
| Treasury Stock | · | · | · | $1.90B | · | · | · | $1.74B | · | · | · | · | · | · | · | |
| AOCI | · | · | · | $70M | $71M | $66M | $65M | $67M | $69M | $70M | $68M | · | $61M | $63M | · | |
| Stockholders' Equity | $2.76B | $2.61B | $2.66B | $2.54B | $2.47B | $2.40B | $2.42B | $2.36B | $2.34B | $2.33B | $2.27B | $2.32B | $2.22B | $2.14B | $1.82B | |
| Liabilities + Equity | $9.74B | $9.67B | $9.80B | $5.86B | $5.22B | $4.97B | $4.81B | $4.82B | $4.66B | $4.69B | $4.62B | · | $5.03B | $5.27B | · | |
| Shares Outstanding | · | · | · | 53,404,000 | · | · | · | 53,921,000 | · | · | · | · | · | · | · |
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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $48M | $47M | $40M | $30M | $30M | $28M | $32M | $32M | $30M | $30M | $31M | $31M | $29M | $29M | $27M | |
| Stock-based Comp | $25M | $24M | $24M | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $13M | $13M | $13M | $12M | $12M | |
| Deferred Tax | $9M | $50M | $-3M | $-19M | $2M | $-802.0K | $5M | $16M | $7M | $2M | $6M | $8M | $5M | $9M | $12M | |
| Amort. of Intangibles | $2M | $2M | $1M | · | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Restructuring | $2M | $794.0K | $670.0K | · | $473.0K | $990.0K | $1M | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | · | $70M | · | · | · | $-54M | · | · | · | $20M | · | · | $-104M | · | |
| Operating Cash Flow | $124M | $399M | $179M | $199M | $201M | $157M | $64M | $52M | $90M | $72M | $126M | $77M | $65M | $37M | $82M | |
| CapEx | $101M | $57M | $87M | $62M | $37M | $31M | $17M | $23M | $24M | $30M | $34M | $39M | $63M | $37M | $48M | |
| Investing Cash Flow | $142M | $-58M | $-1.43B | $-63M | $-33M | $4M | $-17M | $-26M | $-23M | $-30M | $-35M | $-38M | $-64M | $-37M | $-48M | |
| Debt Issued | $0 | $0 | $2.20B | · | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | · | $2.20B | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | $13M | $8M | · | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $-8M | · | |
| Financing Cash Flow | $-4M | $-182M | $1.76B | $-8M | $-19M | $-118M | $-29M | $-60M | $-59M | $-22M | $-128M | $-26M | $-18M | $204M | $5M | |
| Net Change in Cash | $261M | $159M | $501M | $128M | $151M | $44M | $17M | $-32M | $7M | $19M | $-36M | $11M | $-17M | $205M | $37M | |
| Taxes Paid | $24M | $40M | $23M | $31M | $32M | $16M | $19M | $17M | $14M | $18M | $20M | $12M | $19M | $10M | $14M | |
| Free Cash Flow | · | · | $92M | · | · | · | $47M | · | · | · | $92M | · | · | $164.0K | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $86M | · | · | $-7M | · |
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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 10.5% | · | 7.6% | · | 8.9% | 8.9% | 8.4% | · | 8.3% | 8.4% | 8.6% | · | 8.2% | 8.3% | · | |
| Operating Margin | 6.4% | · | 2.3% | · | 4.7% | 4.6% | 4.4% | · | 4.5% | 4.1% | 4.7% | · | 5.2% | 5.5% | · | |
| Net Margin | 3.4% | · | 1.6% | · | 3.4% | 3.2% | 3.2% | · | 2.8% | 2.9% | 3.0% | · | 3.4% | 3.9% | · | |
| Pretax Margin | 5.5% | · | 1.9% | · | 4.5% | 4.5% | 4.3% | · | 4.0% | 4.1% | 4.4% | · | 4.8% | 4.9% | · | |
| EBITDA Margin | 7.8% | · | 3.5% | · | 4.7% | 4.6% | 6.0% | · | 4.5% | 4.1% | 6.3% | · | 5.2% | 6.7% | · | |
| ROA | 1.6% | · | 0.67% | · | 1.4% | 1.3% | 1.4% | · | 1.1% | 1.1% | 1.1% | · | · | 1.9% | · | |
| ROE | 4.5% | · | 1.9% | · | 2.9% | 2.7% | 2.8% | · | 2.2% | 2.3% | 2.6% | · | · | 4.6% | · | |
| ROIC | 3.1% | · | 1.3% | · | 2.8% | 2.7% | 2.7% | · | 2.3% | 2.1% | 2.5% | · | · | 4.3% | · |
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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | · | 1.7 | · | 1.9 | 2.0 | 2.1 | · | 2.0 | 2.0 | 2.0 | · | · | 1.7 | · | |
| Quick Ratio | 0.4 | · | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | · | 0.3 | · | |
| Debt / Equity | 0.7 | · | 0.8 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | 0.2 | · | |
| LT Debt / Equity | 0.7 | · | 0.8 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | 0.2 | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 9.2 | 10.4 | · | 13.0 | 14.8 | · |
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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | · | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | · | 0.5 | · | |
| Inventory Turnover | 1.3 | · | 1.3 | · | 1.3 | 1.2 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | · | 1.5 | · |
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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $62.83 | · | $57.45 | · | $37.46 | $35.74 | $35.92 | · | $32.47 | $32.36 | $32.19 | · | $38.79 | $39.35 | · | |
| Cash Flow / Share | · | · | $3.22 | · | · | · | $1.14 | · | · | · | $2.16 | · | · | $0.62 | · | |
| EPS (TTM) | $5.59 | $4.73 | $4.19 | · | $4.67 | $4.32 | $4.09 | · | $3.86 | $4.23 | $4.69 | · | · | · | · |
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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $12.76B | $11.34B | $9.31B | · | $8.05B | $7.85B | $7.70B | · | $7.60B | $7.97B | $8.45B | · | · | · | · | |
| Net Income TTM | $308M | $260M | $230M | · | $259M | $242M | $230M | · | $223M | $248M | $279M | · | · | · | · | |
| P/E | 42.3 | 27.7 | 36.8 | · | 21.0 | 17.7 | 18.7 | · | 17.2 | 14.7 | 11.0 | · | · | · | · | |
| Earnings Yield | 2.4% | 3.6% | 2.7% | · | 4.8% | 5.6% | 5.3% | · | 5.8% | 6.8% | 9.1% | · | · | · | · |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| Przychody | $8.13B | $7.57B | $8.94B | $7.92B | · |
| Marża Brutto % | 8.8% | 8.5% | 8.3% | 7.9% | · |
| Marża Operacyjna % | 4.4% | 4.4% | 5.1% | 4.4% | · |
| Zysk netto | $246M | $223M | $310M | $240M | · |
| Rozwodniony EPS | $4.46 | $3.91 | $5.18 | $3.81 | · |
| Wskaźnik | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.1 | 0.1 | 0.1 | · | · |
| Wskaźnik bieżący | 1.7 | 2.0 | 1.9 | · | · |
| Wskaźnik Szybkości | 0.3 | 0.3 | 0.3 | · | · |
| Wskaźnik | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $473M | $229M | $44M | $192M | · |
Właściciele instytucjonalni (13F) 607 emitentów · $13.6B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 170 (+75 vs poprzedni kw.) | 50 (-17 vs poprzedni kw.) | 152 (-15 vs poprzedni kw.) | 208 (+45 vs poprzedni kw.) | -192K |
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 | $2 032 879 243 | 8 032 556 | 14,94% | Akcje |
| BlackRock, Inc. | $1 390 702 104 | 5 495 109 | 10,22% | Akcje |
| VANGUARD GROUP INC | $1 017 844 823 | 6 782 467 | 7,48% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $772 154 419 | 3 051 029 | 5,68% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $589 092 545 | 2 327 693 | 4,33% | Akcje |
| Invesco Ltd. | $548 365 786 | 2 166 769 | 4,03% | Akcje |
| STATE STREET CORP | $429 297 326 | 1 696 291 | 3,16% | Akcje |
| JANE STREET GROUP, LLC | $385 058 942 | 1 521 491 | 2,83% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $339 646 678 | 1 342 197 | 2,50% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $305 281 717 | 1 206 012 | 2,24% | Akcje |
| ADVANCED MICRO DEVICES INC | $291 308 240 | 1 151 052 | 2,14% | Akcje |
| MORGAN STANLEY | $223 104 716 | 881 557 | 1,64% | Akcje |
| D. E. Shaw & Co., Inc. | $214 278 028 | 846 681 | 1,58% | Akcje |
| Fisher Asset Management, LLC | $194 288 984 | 767 697 | 1,43% | Akcje |
| BANK OF AMERICA CORP /DE/ | $189 012 334 | 746 848 | 1,39% | Akcje |
| EARNEST PARTNERS LLC | $177 068 940 | 699 656 | 1,30% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $174 217 235 | 688 388 | 1,28% | Akcje |
| Allianz Asset Management GmbH | $173 994 271 | 687 507 | 1,28% | Akcje |
| NORGES BANK | $167 616 656 | 662 307 | 1,23% | Akcje |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $138 365 163 | 546 725 | 1,02% | Akcje |
| NORTHERN TRUST CORP | $129 788 029 | 512 834 | 0,95% | Akcje |
| Alyeska Investment Group, L.P. | $127 569 276 | 504 067 | 0,94% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $118 964 050 | 470 065 | 0,87% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $110 853 342 | 438 017 | 0,81% | Akcje |
| FULLER & THALER ASSET MANAGEMENT, INC. | $99 746 420 | 394 130 | 0,73% | Akcje |
| CITADEL ADVISORS LLC | $99 077 277 | 391 486 | 0,73% | Akcje |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $95 692 357 | 378 111 | 0,70% | Akcje |
| Capital World Investors | $92 186 668 | 364 259 | 0,68% | Akcje |
| JPMORGAN CHASE & CO | $89 554 168 | 370 093 | 0,66% | Akcje |
| HENNESSY ADVISORS INC | $87 919 992 | 347 400 | 0,65% | Akcje |
| Bank of New York Mellon Corp | $87 522 025 | 345 828 | 0,64% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $85 842 458 | 339 191 | 0,63% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $81 174 651 | 320 747 | 0,60% | Akcje |
| GOLDMAN SACHS GROUP INC | $75 159 978 | 296 982 | 0,55% | Akcje |
| Global Alpha Capital Management Ltd. | $74 996 968 | 296 337 | 0,55% | Akcje |
| Allspring Global Investments Holdings, LLC | $74 115 344 | 300 805 | 0,54% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $71 410 065 | 282 164 | 0,52% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $68 574 557 | 270 960 | 0,50% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $64 860 101 | 256 283 | 0,48% | Akcje |
| SEI INVESTMENTS CO | $61 772 276 | 244 082 | 0,45% | Akcje |
| Qube Research & Technologies Ltd | $53 069 611 | 209 695 | 0,39% | Akcje |
| Nuveen, LLC | $49 160 264 | 194 248 | 0,36% | Akcje |
| Madison Avenue Partners, LP | $47 660 532 | 188 322 | 0,35% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $45 754 333 | 180 790 | 0,34% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $41 949 023 | 165 754 | 0,31% | Akcje |
| WELLS FARGO & COMPANY/MN | $40 722 179 | 160 906 | 0,30% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $38 594 700 | 152 500 | 0,28% | Opcja kupna |
| JANE STREET GROUP, LLC | $38 544 084 | 152 300 | 0,28% | Opcja kupna |
| RHUMBLINE ADVISERS | $36 097 248 | 142 632 | 0,27% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $34 933 392 | 138 033 | 0,26% | Akcje |
Insiderzy spółki 47 insiderów · 21 dyrektorzy generalni · 26 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jure Sola | Chairman & CEO | 6 maja 2026 S | 1 227 573 | 0 | 1 | $-27 087 333 |
| Hartmut Liebel | CEO | 15 lipca 2020 F | 78 084 | 0 | 0 | $0 |
| Michael Joseph Clarke | CEO | 15 października 2018 A | 157 395 | 0 | 0 | $0 |
| Robert K Eulau | CEO | 17 listopada 2017 F | 388 256 | 0 | 0 | $0 |
| Jonathan P Faust | EVP & CFO | 29 maja 2026 S | 77 000 | 0 | 3 | $-4 283 099 |
| Kurt Adzema | EVP & CFO | 16 listopada 2023 F | 59 889 | 0 | 0 | $0 |
| David Robert Anderson | EVP & CFO | 19 lutego 2019 M | 82 000 | 0 | 0 | $0 |
| David L White | Exec VP Finance & CFO | 16 stycznia 2009 F | 244 841 | 0 | 0 | $0 |
| Mark Lustig | Acting CFO | 31 marca 2004 A | 2 805 | 0 | 0 | $0 |
| Rick R Ackel | Exec VP & CFO | 8 stycznia 2004 M | 0 | 0 | 0 | $0 |
| Hari Pillai | President and COO | 15 listopada 2010 A | 253 639 | 0 | 0 | $0 |
| Joseph R Bronson | President & COO | 28 lutego 2008 P | 300 000 | 0 | 0 | $0 |
| Alan Mcwilliams Reid | EVP, Global Human Resources | 26 maja 2026 S | 24 481 | 0 | 6 | $-2 724 255 |
| Vishnu Venkatesh | SVP, Global Controller & Chief Accounting Officer | 30 kwietnia 2026 S | 18 500 | 0 | 2 | $-587 380 |
| Charlie Mason | EVP & Global Sales | 5 lutego 2026 S | 26 666 | 0 | 1 | $-1 935 812 |
| Brent Billinger | SVP & Corporate Controller | 2 stycznia 2024 F | 16 504 | 0 | 0 | $0 |
| YOUNG DENNIS | Exec VP Worldwide Sales | 28 maja 2021 S | 5 000 | 0 | 0 | $0 |
| Charles Kostalnick II | EVP and Chief Business Officer | 16 maja 2016 M | 47 500 | 0 | 0 | $0 |
| Todd B Schull | SVP & Controller | 27 listopada 2012 S | 22 500 | 0 | 0 | $0 |
| David L Pulatie | Exec VP, Human Resources | 15 listopada 2011 A | 35 000 | 0 | 0 | $0 |
| Walter J Hussey | Pres Technology Components | 29 lutego 2008 P | 100 000 | 0 | 0 | $0 |
| Susan A Johnson | Dyrektor | 17 września 2026 S | 10 123 | 0 | 2 | $-48 378 |
| David V Hedley III | Dyrektor | 1 maja 2026 S | 7 376 | 0 | 2 | $-275 965 |
| Joseph G Licata Jr | Dyrektor | 29 kwietnia 2026 S | 27 809 | 0 | 2 | $-5 606 040 |
| Mythili Sankaran | Dyrektor | 16 marca 2026 A | 6 214 | 0 | 1 | $-499 733 |
| Michael J Loparco | Dyrektor | 16 marca 2026 A | 5 500 | 1 | 0 | $99 722 |
| Susan K Barnes | Dyrektor | 16 marca 2026 A | 9 638 | 0 | 0 | $0 |
| Krish A Prabhu | Dyrektor | 16 marca 2026 A | 23 198 | 0 | 0 | $0 |
| Mario M Rosati | Dyrektor | 21 lutego 2025 S | 80 295 | 0 | 0 | $0 |
| Eugene A Delaney | Dyrektor | 4 lutego 2025 S | 65 408 | 0 | 0 | $0 |
| John Goldsberry | Dyrektor | 15 marca 2023 A | 15 002 | 0 | 0 | $0 |
| Rita S. Lane | Dyrektor | 15 marca 2022 A | 35 610 | 0 | 0 | $0 |
| Jackie M Ward | Dyrektor | 15 kwietnia 2021 A | 163 540 | 0 | 0 | $0 |
| William J Delaney III | Dyrektor | 15 marca 2019 A | 13 419 | 0 | 0 | $0 |
| Wayne Shortridge | Dyrektor | 24 maja 2018 S | 68 685 | 0 | 0 | $0 |
| Neil R Bonke | Dyrektor | 27 lutego 2017 S | 7 812 | 0 | 0 | $0 |
| Jean Manas | Dyrektor | 3 maja 2013 S | 35 647 | 0 | 0 | $0 |
| Eugene A Sapp JR | Dyrektor | 15 marca 2012 A | 128 076 | 0 | 0 | $0 |
| Alain A Couder | Dyrektor | 6 grudnia 2010 A | 77 922 | 0 | 0 | $0 |
| Peter J Simone | Dyrektor | 26 lutego 2007 A | 45 542 | 0 | 0 | $0 |
| SANMINA-SCI CORP | Dyrektor | 26 lutego 2007 A | 74 986 | 0 | 0 | $0 |
| Bernard V Vonderschmitt | Dyrektor | 26 stycznia 2004 A | 301 390 | 0 | 0 | $0 |
| Joseph M Schell | Dyrektor | 4 sierpnia 2003 M | 3 602 | 0 | 0 | $0 |
| Michael R Tyler | · | 30 maja 2013 M | 59 300 | 0 | 0 | $0 |
| Steve Bruton | · | 1 grudnia 2005 A | 163 029 | 0 | 0 | $0 |
| Randy W Furr | · | 30 września 2005 A | 702 356 | 0 | 0 | $0 |
| John C Bolger | · | 11 października 2004 A | · | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 78 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| PRN · Invesco Exchange-Traded Fund Trust | 4,71% | 76 609 SH | 2 października 2026 | Dziennie |
| EPSV · Harbor ETF Trust | 2,94% | 965 NS | 31 lipca 2026 | N-PORT |
| NRSH · Tidal Trust I | 2,64% | 4 266 NS | 31 lipca 2026 | N-PORT |
| SAWS · ETF Series Solutions | 2,28% | 961 NS | 31 lipca 2026 | N-PORT |
| BUL · Pacer Funds Trust | 1,27% | 9 009 NS | 31 lipca 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 1,25% | 100 520 NS | 31 lipca 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 1,22% | 1 554 NS | 31 lipca 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,21% | 168 020 NS | 31 lipca 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1,05% | 15 829 SH | 2 października 2026 | Dziennie |
| AMOM · Exchange Listed Funds Trust | 0,94% | 1 210 NS | 31 lipca 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,87% | 49 502 NS | 31 lipca 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,74% | 13 563 SH | 2 października 2026 | Dziennie |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,71% | 52 886 SH | 19 sierpnia 2026 | Dziennie |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,58% | 18 133 NS | 31 lipca 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,57% | 32 400 SH | 2 października 2026 | Dziennie |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,37% | 86 561 SH | 19 sierpnia 2026 | Dziennie |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,37% | 6 810 SH | 2 października 2026 | Dziennie |
| ISCG · iShares Trust | 0,35% | 16 466 SH | 11 września 2026 | Dziennie |
| VFMO · VANGUARD WELLINGTON FUND | 0,30% | 23 421 SH | 19 sierpnia 2026 | Dziennie |
| PTMC · Pacer Funds Trust | 0,28% | 5 930 NS | 31 lipca 2026 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 0,28% | 4 366 NS | 31 lipca 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,27% | 20 350 NS | 31 lipca 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,24% | 8 405 NS | 31 lipca 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,21% | 787 NS | 31 lipca 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 22 726 NS | 31 lipca 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0,21% | 3 025 NS | 31 lipca 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,20% | 27 486 NS | 31 lipca 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,20% | 166 197 NS | 31 lipca 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,18% | 337 607 SH | 19 sierpnia 2026 | Dziennie |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,17% | 5 443 NS | 31 lipca 2026 | N-PORT |
| LRGF · iShares Trust | 0,15% | 27 893 SH | 11 września 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,15% | 615 037 SH | 19 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,15% | 1 167 844 SH | 19 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,15% | 20 169 SH | 11 września 2026 | Dziennie |
| SMMD · iShares Trust | 0,14% | 27 115 SH | 11 września 2026 | Dziennie |
| VBR · VANGUARD INDEX FUNDS | 0,14% | 370 672 SH | 19 sierpnia 2026 | Dziennie |
| SMDX · Tidal Trust III | 0,11% | 753 NS | 31 lipca 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,10% | 3 856 NS | 31 lipca 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,10% | 683 448 SH | 19 sierpnia 2026 | Dziennie |
| IWP · iShares Trust | 0,10% | 92 361 SH | 11 września 2026 | Dziennie |
| WSML · iShares Trust | 0,10% | 3 203 SH | 11 września 2026 | Dziennie |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 4 319 NS | 31 lipca 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,08% | 89 078 NS | 31 lipca 2026 | N-PORT |
| IWR · iShares Trust | 0,08% | 207 601 SH | 11 września 2026 | Dziennie |
| IWS · iShares Trust | 0,07% | 51 781 SH | 11 września 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 2 487 SH | 2 października 2026 | Dziennie |
| IYW · iShares Trust | 0,05% | 62 821 SH | 11 września 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,05% | 1 472 NS | 31 lipca 2026 | N-PORT |
| IGM · iShares Trust | 0,05% | 25 192 SH | 11 września 2026 | Dziennie |
| DFAT · Dimensional ETF Trust | 0,04% | 31 983 NS | 31 lipca 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 13 157 SH | 2 października 2026 | Dziennie |
| IUSG · iShares Trust | 0,03% | 47 148 SH | 11 września 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,03% | 69 504 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 4 850 NS | 31 lipca 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,03% | 22 315 NS | 31 lipca 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 1 136 SH | 2 października 2026 | Dziennie |
| DFSV · Dimensional ETF Trust | 0,02% | 10 613 NS | 31 lipca 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 2 370 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 1 616 846 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 8 364 SH | 19 sierpnia 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 20 717 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 4 270 SH | 19 sierpnia 2026 | Dziennie |
| IWD · iShares Trust | 0,02% | 76 191 SH | 11 września 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,02% | 11 489 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 2 077 NS | 31 lipca 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 69 594 SH | 11 września 2026 | Dziennie |
| IWB · iShares Trust | 0,01% | 35 019 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,01% | 14 408 SH | 11 września 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,01% | 15 892 NS | 31 lipca 2026 | N-PORT |
| IWF · iShares Trust | 0,01% | 61 662 SH | 11 września 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 43 323 SH | 19 sierpnia 2026 | Dziennie |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 25 960 SH | 19 sierpnia 2026 | Dziennie |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1 430 SH | 2 października 2026 | Dziennie |
| FBCG · FIDELITY COVINGTON TRUST | 0,00% | 800 NS | 31 lipca 2026 | N-PORT |
| IJH · iShares Trust | · | 1 881 068 SH | 11 września 2026 | Dziennie |
| IJK · iShares Trust | · | 310 836 SH | 11 września 2026 | Dziennie |
| ISCB · iShares Trust | · | 2 330 SH | 11 września 2026 | Dziennie |
| SMLF · iShares Trust | · | 41 940 SH | 11 września 2026 | Dziennie |
SANM Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
4 analityków · 2026-10-02Średnia cel $260.00 +13,5%
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 |
|---|---|---|---|---|---|---|
| SANM | $6.09B | 25.6 | 7.4% | 3.0% | 9.9% | 8.8% |
| FLEX | $23.94B | 28.1 | 8.1% | 3.1% | 17.3% | 9.2% |
| JBL | $22.02B | 34.6 | 3.2% | 2.2% | 40.4% | 8.9% |
| TTMI | $7.36B | 42.4 | 19.0% | 6.1% | 10.4% | 20.7% |
| PLXS | $3.84B | 22.9 | 1.8% | 4.3% | 12.3% | 10.1% |
| IPGP | · | 98.1 | 2.7% | · | · | · |
| BHE | $1.53B | 62.9 | 0.11% | 0.93% | 2.2% | 10.2% |
| CTS | $1.23B | 19.6 | 5.2% | 12.1% | 11.8% | 38.4% |
| KE | $614M | 22.7 | -3.7% | 1.9% | 4.8% | 8.2% |
| FWDI | $2.20B | -1.0 | -9.0% | -918.1% | -22.7% | 28.5% |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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