TDY Teledyne Technologies Incorporated Common Stock
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O Teledyne Technologies Incorporated Common Stock Przegląd firmy z Wikipedii
Teledyne Technologies Incorporated is an American industrial conglomerate. It was founded in 1960, as Teledyne, Inc. by Henry Singleton and George Kozmetsky.
From August 1996 to November 1999, Teledyne existed as part of the conglomerate Allegheny Teledyne Incorporated – a combination of the former Teledyne, Inc. and the former Allegheny Ludlum Corporation. On November 29, 1999, three separate entities, Teledyne Technologies, Allegheny Technologies, and Water Pik Technologies, were spun off as free-standing public companies. Allegheny Technologies retained several companies of the former Teledyne, Inc. that fit with Allegheny's core business of steel and exotic metals production.
At various times, Teledyne, Inc. owned more than 150 companies with interests as varied as insurance, dental appliances, specialty metals, and aerospace electronics, but many of these had been divested prior to the merger with Allegheny. The new Teledyne Technologies was initially composed of 19 companies that were earlier in Teledyne, Inc. By 2011, Teledyne Technologies had grown to include nearly 100 companies.
Segments
Teledyne Technologies operates with four major segments: Digital Imaging, Instrumentation, Engineered Systems, and Aerospace and Defense Electronics.
Companies
As of April 2022, Teledyne Technologies listed the following companies:
Some companies previously in Teledyne Technologies include the following:
Acoustic Research (formerly Teledyne AR Loudspeakers)
Continental Aerospace Technologies (formerly Continental Motors, Inc., Teledyne Continental Motors, Teledyne Aerosance, Teledyne Piston Engines)
Laars (formerly Teledyne Laars)
Mattituck Services (formerly Teledyne Mattituck Services)
Ryan Aeronautical (formerly Teledyne Ryan Aeronautical)
Teledyne Readco
Wisconsin Motor Manufacturing Company (formerly Teledyne Wisconsin Motors, Teledyne Total Power)
History
In June 1960, Henry Singleton and George Kozmetsky, both previously executives with Litton Industries, formed a firm named Instrument Systems located in Beverly Hills, California. Arthur Rock financed the startup with a $450,000 investment. Their basic plan was to build a major firm centering on microelectronics and control system development, primarily through acquiring existing companies.
Early years
In October 1960, it made its first acquisition by purchasing a majority stake in Amelco, a small electronics manufacturing plant. Within a short time, rights to the name Teledyne and its associated logo were bought. In addition to Amelco, two other electronics manufacturing firms were acquired, and by the end of 1960, Teledyne had about 400 employees and 80,000 square feet (7,400 m2) of floor space devoted to engineering development and manufacturing. Teledyne stock was first offered to the public in May 1961. During its first full fiscal year of operations ending in October 1961, Teledyne had sales of $4,491,000 with a net income of $58,000.
In 1962 Teledyne continued to acquire companies primarily through equity agreements. Internally, Teledyne Systems was formed to develop the firm’s aerospace systems business, including government contracts with NASA and the U.S. Department of Defense (DoD). By the end of the second fiscal year, Teledyne sales had increased 230 percent and net income by about 570 percent.
Over the next three years, new companies were acquired in microwave and power electrical products – including the first consumer products. Teledyne Controls was established, moving the Company into the field of hydraulics. Teledyne entered the optics field with the acquisition of Kiernan Optics, producing windows for the Apollo spacecraft and infrared optical domes for missiles.
In early 1965, Teledyne had a major breakthrough in winning a large contract from the U.S. Navy for the Integrated Helicopter Avionics System (IHAS), giving Teledyne a name in the military market. This caused a major jump in the stock price, from $15 to $65. By the end of the fiscal year, Teledyne had acquired 34 companies, sales were $86.5 million with net income of $3.4 million, there were about 5,400 employees, assets reached $66.5 million, and there were near 8 million outstanding shares of stock.
Major growth years
A new era for Teledyne started in 1966. In June, Kozmetsky left to become dean of the School of Business Administration at the University of Texas. In July, Vanadium-Alloy Steel Company (Vasco), including its subsidiary Allvac, was merged into Teledyne. This expanded the company into the Eastern U.S. and started the formation of material technologies as a major business activity of Teledyne. With the merger, Singleton turned his position of president over to George A. Roberts, a close friend from Naval Academy days, who had headed Vasco.
Singleton, now assisted by Roberts, continued in acquiring new companies. In 1967, one of the largest of these was Brown Engineering, a firm with about 3,500 employees headquartered in Huntsville, Alabama. With NASA and DoD contracts for engineering services and research, Brown Engineering added a new line of business for Teledyne. Ryan Aeronautical in San Diego, was acquired in 1968. Continental Motors was primarily owned by Ryan, and this acquisition brought Teledyne into the piston-powered engine business with both commercial and military customers.
In the remainder of the 1960s, Teledyne acquired some 90 more companies. A number of these businesses were in consumer products, such as Water Pik, Acoustic Research with high-fidelity speakers, and Olson Electronics, a mail order retailer founded in 1927, in Akron, Ohio, as Olson Co., by Irving, later including brothers, Sidney and Philip, that operated retail stores across America. Packard Bell Corporation had both consumer and government sales in computers and television receivers. A number of electronic product lines and smaller acquisitions were consolidated in Teledyne Electronics and Teledyne Microelectronic Technologies. Two acquired firms, Geophysical Exploration and Geotronics, brought Teledyne into off-shore drilling and earth-science instrumentation fields. Twenty-one acquired companies were in the metals business, including Wah Chang Corporation and Cast Products, and this led to the acquisition of firms producing industrial machines and machine tools. Other diverse acquisitions included Monarch Rubber, Sewart Seacraft, Isotopes, Radar Relays, Getz Dental, and the agreement with Subaru to market Wisconsin engines.
Singleton also added a diverse group of financial institutions, giving Teledyne contact and intimacy with the capital world. These included thrift and loan banks and insurance firms dealing with property, workers compensation, casualty, and life insurance. Most of the insurance investments were later consolidated into the Argonaut and Unitrin subsidiaries, and were ultimately spun off as independent companies.
Teledyne was divided into groups, and by the end of the 1960s, there were 16 groups with 94 profit centers in 120 locations. Company presidents were given considerable freedom in their operations, but corporate maintained close financial control and capital management. Teledyne sales in 1969 were $2.7 billion and net income was $372 million. The stock had a 2-for-1 split during 1967 and the same split in 1969.
As Teledyne moved into its second decade, some 150 firms had been acquired. Singleton then essentially stopped direct acquisition of companies and began investments in stock of technical firms. By the end of the second decade, Teledyne owned 31 percent of Curtiss-Wright, 24 percent of Litton, as well as significant portions of a number of other well-known companies. This stock was mainly held by the insurance subsidiaries.
During the recession of the early 1970s, Teledyne stock fell from about $40 to less than $8; Singleton saw this as an opportunity to buy back Teledyne stock. In buybacks from October 1972 to February 1976, 22 million shares were repurchased at $14 to $40 – well above the market price. This raised the value of Teledyne stock, eventually increasing to near $175 at the end of the decade. In this period, annual income increased by 89 percent and net income by 315 percent. Stockholders who had remained through the buyback achieved a phenomenal gain of about 3,000 percent.
Peak and decline
Going into its third decade, Teledyne sales passed the $3 billion mark in 1980, with industrial products leading in both sales and net income. In the race between the U.S. and the Soviet Union, government sales reached almost $800 million. The first significant slump in Teledyne business began in 1985. Sales for 1984 had been about $3.49 billion, but decreased to around $3.26 billion the next year and remained essentially flat for the remainder of the decade.
In April 1986, Singleton, who was then 69 years old, turned the position of CEO over to Roberts, but remained as Board Chairman. During 1988, Teledyne faced a number of legal problems, none of which were the direct result of wrongdoings of Singleton or Roberts. After agreeing to plead guilty to officials in Teledyne Electronics having made false statements, Teledyne was fined $17.5 million.
After guiding Teledyne for 29 years, Singleton retired as an employee and officer in April 1989. Nevertheless, that was a peak year for Teledyne sales ($3.53 billion) and earnings ($392 million). Teledyne stock price reached $388.88. Total employment also peaked at near 43,000.
Henry Singleton retired as Teledyne Chairman in 1991, and was replaced by George Roberts; William P. Rutledge was named president and CEO. Roberts then retired in 1993 and was replaced by Rutledge; Donald B. Rice, previously Secretary of the U.S. Air Force, was then named president and CEO. Many companies had been sold during the prior several years, and in 1993, through consolidations, the number was further reduced from 65 to 18. In January 1995, Teledyne Electronic Systems was sold to Litton Industries, essentially ending the business on which Teledyne had originally been formed.
In the early 1990s, while the company underwent these turnovers in leadership, two lawsuits were brought against Teledyne by whistleblowers under the False Claims Act. The suits charged the company with falsifying test reports for relay devices sold to the US government for weapons and spacecraft use, and with padding government contract cost estimates. In April 1994, Teledyne settled both cases for $112.5 million, at the time one of the largest settlements by military contractors in a qui tam case.
In late 1994, Teledyne was subjected to a hostile takeover attempt by WHX Corporation. This was successfully challenged, but the Teledyne pension fund had a surplus of $928 million and this was of wide interest. To forestall further hostile takeovers, Allegheny Ludlum, a steel and specialty metal firm, offered to serve as a white knight friendly acquirer. On August 15, 1996, an agreement was reached to merge Teledyne with Allegheny Ludlum, forming Allegheny Teledyne, Inc. (ATI), with headquarters in Pittsburgh, Pennsylvania.
After some reorganization, ATI operated with three segments: Aerospace and Electronics, Specialty Metals, and Consumer Products. The former Teledyne high-technology companies were mainly in the A&E Segment, led by Robert Mehrabian. ATI eventually decided to spin off the segments into independent entities, and on November 29, 1999, Teledyne Technologies Incorporated, Allegheny Technologies Incorporated, and Water Pik Technologies, Inc., were formed.
21st century renewal
With Robert Mehrabian as chairman, CEO, and president, Teledyne Technologies (or simply Teledyne, as it is most often called) was initially composed of 19 companies, all dating (in some form) from the original Teledyne, Inc. There were about 5,800 employees, including some 1,400 engineers and scientists. One of these companies, Ryan Aeronautical, was sold to Northrop Grumman before the end of 1999 to raise initial operating capital.
In November 1999, Teledyne acquired certain assets of Mattituck Aviation Corporation, a privately owned aftermarket supplier and piston engine rebuilder and overhauler to the general aviation marketplace.
Headquarters was initially in the Century City district of Los Angeles, but was later moved to one of the city's suburbs, Thousand Oaks. The Thousand Oaks location was the site of the Rockwell Scientific Company (formerly Rockwell International Science Center). Teledyne acquired Rockwell Scientific in 2006, and continued doing scientific and industrial research at the site (as Teledyne Scientific Company), in addition to having its corporate offices there.
In 2000, its first full year of operation, Teledyne Technologies had sales of $795.1 million and net income of $40.5 million. The renewed Teledyne operated in much the same manner as Singleton’s early Teledyne, functioning as a conglomerate with growth mainly due to acquisitions. In 2010, the sales were $1,644.2 million with net income of $120.5 million, a cumulative financial growth in the decade of approximately 100 percent. About 44 percent of the 2010 sales were derived from contracts with agencies of, or prime contractors to, the U.S. government. By the start of 2011, there were near 100 companies, functioning in a wide range of products and services.
Teledyne reported third quarter 2019 net sales of $802.2 million, a 10.6% increase compared to 2018.
On 4 January 2021, it was announced Teledyne Technologies would acquire FLIR Systems for $8 billion.
In 2021, Teledyne MEMS, which is in part composed by Teledyne DALSA, was ranked second in global revenues in the MEMS field.
In October 2023, Teledyne Technologies acquired Xena Networks, a high-speed terabit Ethernet validation, assurance, and production test solutions provider.
Teledyne Technologies was sanctioned by the Chinese government on December 5, 2024 for what it said was the company's role in selling arms to Taiwan. The New York Times called the sanction largely symbolic as "U.S. companies that make armaments are already largely barred from doing business in China by U.S.-imposed restrictions."
In January 2026, it was announced Teledyne Technologies had acquired DD-Scientific Holdings Limited and its subsidiary DD-Scientific Limited, a Fareham, United Kingdom–based manufacturer of gas sensors. The acquisition added electrochemical and trace gas sensor technologies to Teledyne’s environmental and industrial instrumentation businesses, with financial terms not disclosed.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | TDY | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 29.8średnia z 5 lat ≈29.3 | ≈29.3 | 34.7 | Wartość godziwa | |
| P/S (TTM) | 4.5średnia z 5 lat ≈3.9 | ≈3.9 | 4.4 | Wartość godziwa | |
| P/B (MRQ) | 2.6średnia z 5 lat ≈2.4 | ≈2.4 | 3.8 | Niedowartościowany | |
| EV / EBITDA | 26.6średnia z 5 lat ≈26.2 | ≈26.2 | 24.5 | Wartość godziwa | |
| Cena / FCF (TTM) | 25.0średnia z 5 lat ≈29.4 | ≈29.4 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 22.5średnia z 5 lat ≈25.4 | ≈25.4 | 22.3 | Wartość godziwa | |
| EV / Revenue (EV / Przychody) | 5.0średnia z 5 lat ≈4.4 | ≈4.4 | · | · | |
| EV / FCF | 28.5średnia z 5 lat ≈33.6 | ≈33.6 | · | · | |
| Cena / Wartość księgowa materialna (MRQ) | 3.2 | · | · | · | |
| PEG Ratio (Współczynnik PEG) | ≈2.4 | · | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | TDY | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża Operacyjna (TTM) | 19.4%średnia z 5 lat ≈17.2% | ≈17.2% | 18.6% | Zgodnie z | |
| EBITDA Margin (Marża EBITDA) | 18.8%średnia z 5 lat ≈17.2% | ≈17.2% | 19.6% | Zgodnie z | |
| Marża przed opodatkowaniem (TTM) | 18.7%średnia z 5 lat ≈15.9% | ≈15.9% | 16.1% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 15.3%średnia z 5 lat ≈13.8% | ≈13.8% | 11.7% | Najwyższa półka | |
| ROA (TTM) | 6.4%średnia z 5 lat ≈5.6% | ≈5.6% | 6.1% | Zgodnie z | |
| ROE (TTM) | 9.2%średnia z 5 lat ≈8.6% | ≈8.6% | 11.5% | Słaby | |
| ROIC | 7.2%średnia z 5 lat ≈6.7% | ≈6.7% | 8.0% | Słaby |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | TDY | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 0.2średnia z 5 lat ≈0.4 | ≈0.4 | 0.7 | Niski dług | |
| Wskaźnik bieżący (MRQ) | 2.2średnia z 5 lat ≈1.8 | ≈1.8 | 2.3 | Zgodnie z | |
| Quick Ratio (Wskaźnik Szybkości) | 0.7średnia z 5 lat ≈0.9 | ≈0.9 | 1.3 | Niska płynność | |
| Dług długoterminowy / Kapitał własny (MRQ) | 0.2średnia z 5 lat ≈0.3 | ≈0.3 | 0.5 | Niski dług |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | TDY | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 7.9%średnia z 5 lat ≈15.9% | ≈15.9% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 3.9%średnia z 5 lat ≈11.1% | ≈11.1% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 14.7% | · | · | · | |
| EPS YoY | 9.7%średnia z 5 lat ≈14.8% | ≈14.8% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 9.2%średnia z 5 lat ≈20.4% | ≈20.4% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 4.5%średnia z 5 lat ≈14.8% | ≈14.8% | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | 12.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 4.3%średnia z 5 lat ≈19.0% | ≈19.0% | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | 17.4% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | TDY | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.4średnia z 5 lat ≈0.4 | ≈0.4 | 0.6 | Słaby | |
| Inventory Turnover (Rotacja zapasów) | 3.6średnia z 5 lat ≈3.9 | ≈3.9 | 3.5 | Zgodnie z | |
| Receivables Turnover (Rotacja należności) | 6.5średnia z 5 lat ≈6.7 | ≈6.7 | 6.7 | Zgodnie z | |
| Revenue / Employee (Przychody / pracownika) | ≈$387.1K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Lip 20, 2026 | $6.28 | $5.85 | 7.3% |
| 31 marca 2026 | $5.80 | $5.53 | 4.8% | |
| 31 grudnia 2025 | $6.30 | $5.81 | 8.5% | |
| 30 września 2025 | $5.57 | $5.53 | 0.70% | |
| 30 czerwca 2025 | $5.20 | $5.10 | 1.9% | |
| 31 marca 2025 | $4.95 | $4.97 | -0.41% | |
| 30 czerwca 2000 | $0.36 | $0.30 | 18.8% | |
| 31 marca 2000 | $0.38 | $0.30 | 26.8% |
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 | $6.12B | $5.67B | $5.64B | $5.46B | $4.61B | $3.09B | $3.16B | $2.90B | $2.60B | $2.15B | $2.30B | $2.39B | |
| Cost of Revenue | $3.50B | $3.24B | $3.20B | $3.13B | $2.77B | $1.91B | $1.92B | $1.79B | $1.62B | $1.33B | $1.43B | $1.49B | |
| R&D Expense | $317M | $293M | $356M | $352M | · | · | · | · | · | · | · | · | |
| SG&A Expense | $931M | $903M | $852M | $804M | $1.07B | $662M | $715M | $694M | $658M | $580M | $589M | $612M | |
| Operating Expenses | $4.97B | $4.68B | $4.60B | $4.49B | $3.99B | $2.61B | $2.67B | $2.49B | $2.28B | $1.91B | $2.02B | $2.10B | |
| Operating Income | $1.15B | $989M | $1.03B | $972M | $624M | $480M | $492M | $417M | $322M | $240M | $282M | $294M | |
| Interest Expense | · | · | $77M | $89M | $91M | $15M | $21M | · | · | · | · | · | |
| Other Non-op | $-22M | $-4M | $-12M | $3M | $2M | $-7M | $-5M | $-11M | $-16M | $11M | $400.0K | $7M | |
| Pretax Income | $1.09B | $938M | $959M | $908M | $534M | $470M | $474M | $394M | $287M | $241M | $258M | $282M | |
| Income Tax | $199M | $117M | $72M | $119M | $88M | $68M | $71M | $60M | $60M | $50M | $63M | $66M | |
| Net Income | $895M | $819M | $886M | $789M | $445M | $402M | $402M | $334M | $227M | $191M | $196M | $218M | |
| EPS (Basic) | $19.12 | $17.43 | $18.80 | $16.85 | $10.31 | $10.95 | $11.08 | $9.32 | $6.45 | $5.52 | $5.55 | $5.87 | |
| EPS (Diluted) | $18.88 | $17.21 | $18.49 | $16.53 | $10.05 | $10.62 | $10.73 | $9.01 | $6.26 | $5.37 | $5.44 | $5.75 | |
| Shares (Basic) | 46,800,000 | 47,000,000 | 47,100,000 | 46,800,000 | 43,200,000 | 36,700,000 | 36,300,000 | 35,800,000 | 35,200,000 | 34,600,000 | 35,300,000 | 37,100,000 | |
| Shares (Diluted) | 47,400,000 | 47,600,000 | 47,900,000 | 47,700,000 | 44,300,000 | 37,900,000 | 37,500,000 | 37,000,000 | 36,300,000 | 35,500,000 | 36,000,000 | 37,900,000 | |
| EBITDA | $1.15B | $989M | $1.03B | $972M | $624M | $480M | $492M | $417M | $336M | $254M | · | $294M |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $352M | $650M | $648M | $638M | $475M | $673M | $200M | $142M | $71M | $99M | $85M | $141M | |
| Receivables | $992M | $901M | $900M | $884M | $768M | $402M | $460M | $416M | $388M | $384M | $373M | $401M | |
| Inventory | $1.04B | $914M | $918M | $891M | $753M | $347M | $393M | $364M | $400M | $314M | $309M | $312M | |
| Prepaid Expense | $293M | $167M | $213M | $131M | $118M | $78M | $60M | $46M | $63M | $50M | $60M | $88M | |
| Current Assets | $3.06B | $2.94B | $2.98B | $2.82B | $2.43B | $1.72B | $1.31B | $1.11B | $1.01B | $846M | $827M | $942M | |
| PP&E (Net) | $839M | $745M | $777M | $770M | $828M | $489M | $488M | $443M | $443M | $341M | $321M | $336M | |
| PP&E (Gross) | $1.95B | $1.76B | $1.72B | $1.62B | $1.57B | $1.16B | $1.11B | $1.01B | $974M | $809M | $776M | $754M | |
| Accum. Depreciation | $1.11B | $1.01B | $947M | $848M | $743M | $673M | $624M | $566M | $532M | $468M | $455M | $418M | |
| Goodwill | $8.69B | $7.99B | $8.00B | $7.87B | $7.99B | $2.15B | $2.05B | $1.74B | $1.78B | $1.19B | $1.14B | $1.15B | |
| Intangibles | $2.10B | $2.01B | $2.28B | $2.44B | $2.74B | $410M | $267M | $193M | $242M | $132M | $141M | $172M | |
| Other Non-current Assets | $317M | $280M | $285M | $274M | $321M | $245M | $225M | $85M | $89M | $71M | $74M | $70M | |
| Total Assets | $15.29B | $14.20B | $14.53B | $14.35B | $14.43B | $5.08B | $4.58B | $3.81B | $3.85B | $2.77B | $2.72B | $2.86B | |
| Accounts Payable | $487M | $416M | $385M | $506M | $470M | $229M | $271M | $228M | $192M | $139M | $136M | $162M | |
| Accrued Liabilities | $923M | $845M | $781M | $718M | $1.03B | $434M | $392M | $356M | $345M | $261M | $238M | $290M | |
| Current Liabilities | $1.86B | $1.26B | $1.77B | $1.52B | $1.50B | $761M | $763M | $721M | $541M | $502M | $394M | $539M | |
| Capital Leases | $135M | $110M | $123M | $126M | $138M | $116M | $119M | $2M | $5M | $6M | $7M | $9M | |
| Deferred Tax | $370M | $354M | $415M | $490M | $626M | $39M | · | · | · | · | · | · | |
| Other Non-current Liabilities | $516M | $381M | $476M | $547M | $585M | $375M | $352M | $249M | $289M | $202M | $218M | $236M | |
| Total Liabilities | $4.77B | $4.65B | $5.30B | $6.18B | $6.81B | $1.86B | $1.87B | $1.58B | $1.90B | $1.22B | $1.37B | $1.39B | |
| Long-term Debt | $2.48B | $2.65B | $3.24B | $3.92B | $4.10B | $778M | $851M | $748M | · | $510M | $754M | $610M | |
| Total Debt | $2.48B | $2.65B | $3.24B | $3.92B | $4.10B | $778M | $851M | $610M | $1.06B | $102M | · | $85M | |
| Common Stock | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | $400.0K | |
| Retained Earnings | $7.14B | $6.27B | $5.45B | $4.56B | $3.77B | $3.33B | $2.93B | $2.52B | $2.14B | $1.91B | $1.72B | $1.53B | |
| Treasury Stock | $585M | $292M | $0 | $20M | $39M | $60M | $96M | $145M | $201M | $243M | $310M | $102M | |
| AOCI | $-425M | $-840M | $-634M | $-726M | $-430M | $-430M | $-476M | $-493M | $-329M | $-451M | $-413M | $-323M | |
| Stockholders' Equity | $10.51B | $9.55B | $9.22B | $8.17B | $7.62B | $3.23B | $2.71B | $2.23B | $1.95B | $1.55B | $1.34B | $1.47B | |
| Liabilities + Equity | $15.29B | $14.20B | $14.53B | $14.35B | $14.43B | $5.08B | $4.58B | $3.81B | $3.85B | $2.77B | $2.72B | $2.86B | |
| Shares Outstanding | 46,185,578 | 46,706,612 | 47,331,845 | 46,912,635 | 46,692,296 | 36,951,607 | 36,547,966 | 36,087,297 | 35,540,233 | 35,110,762 | 34,514,599 | 36,655,584 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $336M | $310M | $316M | $332M | $372M | $116M | $112M | $113M | $113M | $87M | $90M | $94M | |
| Deferred Tax | $-59M | $-98M | $-97M | · | · | · | · | · | $-12M | $-8M | $-8M | $-57M | |
| Amort. of Intangibles | $217M | $198M | $197M | $202M | $149M | $39M | $36M | $40M | $41M | $28M | $31M | $32M | |
| Restructuring | $19M | $16M | $12M | · | $26M | $26M | $3M | $8M | · | · | · | · | |
| Operating Cash Flow | $1.19B | $1.19B | $836M | $487M | $825M | $619M | $482M | $447M | $375M | $317M | $210M | $288M | |
| CapEx | $117M | $84M | $115M | $93M | $102M | $71M | $88M | $87M | $58M | $88M | $47M | $44M | |
| Investing Cash Flow | $-938M | $-207M | $-190M | $-175M | $-3.82B | $-99M | $-572M | $-89M | $-831M | $-151M | $-110M | $-239M | |
| Net Debt Issued | · | · | · | $-185M | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $403M | $354M | $0 | $0 | · | · | · | · | $0 | $0 | $244M | $147M | |
| Net Stock Activity | $-403M | $-354M | · | · | · | · | · | · | $0 | $0 | · | $-147M | |
| Financing Cash Flow | $-555M | $-946M | $-652M | $-110M | $2.81B | $-62M | $142M | $-271M | $414M | $-145M | $-145M | $30M | |
| Net Change in Cash | $-297M | $2M | $10M | $163M | $-198M | $474M | $57M | $72M | $-28M | $14M | $-56M | $75M | |
| Taxes Paid | $280M | $213M | $313M | $212M | $84M | $74M | $110M | $65M | $37M | $25M | $86M | $73M | |
| Free Cash Flow | $1.07B | $1.11B | $721M | $394M | $723M | $548M | $394M | $360M | $316M | $229M | · | $244M | |
| Levered FCF | · | · | $650M | $317M | $636M | · | · | · | · | · | · | · |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 18.8% | 17.4% | 18.4% | 17.8% | 13.5% | 15.6% | 15.5% | 14.4% | 12.9% | 11.8% | · | 27.5% | |
| Net Margin | 14.6% | 14.4% | 15.7% | 14.4% | 9.7% | 13.0% | 12.7% | 11.5% | 8.7% | 8.9% | · | 20.4% | |
| Pretax Margin | 17.9% | 16.5% | 17.0% | 16.6% | 11.6% | 15.2% | 15.0% | 13.6% | 11.0% | 11.2% | · | 26.4% | |
| EBITDA Margin | 18.8% | 17.4% | 18.4% | 17.8% | 13.5% | 15.6% | 15.5% | 14.4% | 12.9% | 11.8% | · | 27.5% | |
| ROA | 6.1% | 5.7% | 6.1% | 5.5% | 4.6% | 8.3% | 9.6% | 8.7% | 6.9% | 7.0% | · | 7.8% | |
| ROE | 8.6% | 8.6% | 9.9% | 10.0% | 5.9% | 12.8% | 15.2% | 15.0% | 13.0% | 32.8% | · | 14.8% | |
| ROIC | 7.2% | 7.1% | 7.7% | 7.0% | 4.4% | 10.2% | 11.7% | 12.4% | 8.8% | 12.1% | · | 14.9% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 2.3 | 1.7 | 1.8 | 1.6 | 2.3 | 1.7 | 1.5 | 1.9 | 1.7 | · | 1.7 | |
| Quick Ratio | 0.7 | 1.2 | 0.9 | 1.0 | 0.8 | 0.9 | 0.3 | 0.8 | 1.0 | 1.0 | · | 1.0 | |
| Debt / Equity | 0.2 | 0.3 | 0.4 | 0.5 | 0.5 | 0.2 | 0.3 | 0.3 | 0.5 | 0.1 | · | 0.1 | |
| LT Debt / Equity | 0.2 | 0.3 | 0.3 | 0.4 | 0.5 | 0.2 | 0.3 | 0.3 | 0.5 | · | · | · | |
| Interest Coverage | · | · | 13.4 | 10.9 | 6.0 | · | · | · | · | · | · | · |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.6 | 0.8 | 0.8 | 0.8 | 0.8 | · | 0.4 | |
| Inventory Turnover | 3.6 | 3.5 | 3.5 | 3.8 | 5.0 | 5.1 | 5.1 | 4.8 | 4.5 | 4.2 | · | 4.9 | |
| Receivables Turnover | 6.5 | 6.3 | 6.3 | 6.6 | 7.9 | · | · | 7.2 | 6.0 | 5.7 | · | 2.7 |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $227.64 | $204.46 | $194.82 | $174.14 | $163.24 | $87.37 | $74.28 | $61.79 | $54.79 | $44.27 | · | $38.94 | |
| Revenue / Share | $129.02 | $119.12 | $117.65 | $114.44 | $104.16 | $81.43 | $84.36 | $78.43 | $71.73 | $60.56 | · | $28.21 | |
| Cash Flow / Share | $25.13 | $25.04 | $17.46 | $10.21 | $18.61 | $16.33 | $12.86 | $12.08 | $10.32 | $8.93 | · | $7.60 | |
| Cash / Share | $7.63 | $13.91 | $13.70 | $13.60 | $10.17 | $18.22 | $5.46 | $3.95 | $1.99 | $2.81 | · | $3.86 | |
| EPS (TTM) | $18.88 | $17.21 | $18.49 | $16.53 | $10.05 | $10.62 | $10.73 | $9.01 | $6.26 | $5.37 | $5.44 | $5.75 |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.9% | 0.61% | 3.2% | 18.3% | 49.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.9% | 7.1% | 22.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 9.7% | -6.9% | 11.9% | 64.5% | -5.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 4.5% | 19.6% | 20.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 9.2% | -7.5% | 12.3% | 77.1% | 10.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 4.3% | 22.5% | 30.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 17.4% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.12B | $5.67B | $5.64B | $5.46B | $4.61B | $3.09B | $3.16B | $2.90B | $2.60B | $2.15B | $2.30B | $2.39B | |
| Net Income TTM | $895M | $819M | $886M | $789M | $445M | $402M | $402M | $334M | $227M | $191M | $196M | $218M | |
| Market Cap | $23.89B | $22.02B | $21.12B | $18.76B | $20.40B | $14.48B | $12.71B | $7.32B | $6.44B | $4.32B | · | $3.83B | |
| Enterprise Value | $26.02B | $24.02B | $23.72B | $22.04B | $24.02B | $14.59B | $13.36B | $7.79B | $7.43B | $4.32B | · | $3.78B | |
| P/E | 27.4 | 27.4 | 24.1 | 24.2 | 43.5 | 36.9 | 32.4 | 22.5 | 28.9 | 22.9 | 16.3 | 18.2 | |
| P/S | 3.9 | 3.9 | 3.7 | 3.4 | 4.4 | 4.7 | 4.0 | 2.5 | 2.5 | 2.0 | · | 1.6 | |
| P/B | 2.3 | 2.3 | 2.3 | 2.3 | 2.7 | 4.5 | 4.7 | 3.3 | 3.3 | 2.8 | · | 2.7 | |
| P / Tangible Book | · | · | · | · | · | 21.7 | · | · | · | · | · | · | |
| P / Cash Flow | 20.1 | 18.5 | 25.3 | 38.5 | 24.7 | 23.4 | 26.4 | 16.4 | 17.2 | 13.6 | · | 13.3 | |
| P / FCF | 22.2 | 19.9 | 29.3 | 47.6 | 28.2 | 26.5 | 32.3 | 20.3 | 20.4 | 18.8 | · | 15.7 | |
| EV / EBITDA | 22.6 | 24.3 | 22.9 | 22.7 | 38.5 | 30.4 | 27.2 | 18.7 | 22.1 | 17.0 | · | 12.8 | |
| EV / FCF | 24.2 | 21.7 | 32.9 | 55.9 | 33.2 | 26.6 | 33.9 | 21.6 | 23.5 | 18.8 | · | 15.5 | |
| EV / Revenue | 4.3 | 4.2 | 4.2 | 4.0 | 5.2 | 4.7 | 4.2 | 2.7 | 2.9 | 2.0 | · | 1.6 | |
| Earnings Yield | 3.6% | 3.6% | 4.1% | 4.1% | 2.3% | 2.7% | 3.1% | 4.4% | 3.5% | 4.4% | 6.1% | 5.5% |
Rachunek zysków i strat
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.66B | $1.56B | $1.61B | $1.54B | $1.51B | $1.45B | $1.50B | $1.44B | $1.37B | $1.35B | $1.51B | $1.42B | $1.38B | $1.98B | |
| Cost of Revenue | $924M | $886M | $921M | $880M | $869M | $830M | $860M | $824M | $782M | $770M | $846M | $806M | $791M | $1.09B | |
| R&D Expense | $90M | $85M | $77M | $83M | $82M | $74M | $71M | $73M | $72M | $76M | · | · | · | · | |
| SG&A Expense | $259M | $237M | $230M | $238M | $229M | $234M | $232M | $226M | $225M | $220M | $-53M | $313M | $300M | $58M | |
| Operating Expenses | $1.33B | $1.27B | $1.28B | $1.26B | $1.24B | $1.19B | $1.27B | $1.17B | $1.13B | $1.12B | $1.19B | $1.17B | $1.14B | $1.59B | |
| Operating Income | $333M | $294M | $330M | $283M | $278M | $259M | $237M | $271M | $247M | $234M | $312M | $256M | $242M | $384M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $13M | · | $22M | $21M | · | |
| Other Non-op | $-900.0K | $-6M | $-14M | $900.0K | $-3M | $-6M | $-400.0K | $-3M | $-2M | $1M | $-7M | $-3M | $-1M | $4M | |
| Pretax Income | $321M | $279M | $321M | $274M | $261M | $239M | $226M | $255M | $232M | $226M | $297M | $235M | $224M | $382M | |
| Income Tax | $70M | $52M | $46M | $53M | $50M | $50M | $26M | $-7M | $51M | $46M | $-12M | $49M | $45M | $62M | |
| Net Income | $252M | $227M | $276M | $221M | $210M | $189M | $198M | $262M | $180M | $178M | $309M | $185M | $179M | $320M | |
| EPS (Basic) | $5.44 | $4.90 | $5.90 | $4.71 | $4.48 | $4.03 | $4.23 | $5.61 | $3.82 | $3.77 | $6.50 | $3.94 | $3.81 | $6.35 | |
| EPS (Diluted) | $5.37 | $4.85 | $5.81 | $4.65 | $4.43 | $3.99 | $4.18 | $5.54 | $3.77 | $3.72 | $6.43 | $3.87 | $3.73 | $6.25 | |
| Shares (Basic) | 46,300,000 | 46,300,000 | · | 46,900,000 | 46,900,000 | 46,800,000 | · | 46,700,000 | 47,200,000 | 47,300,000 | · | 47,000,000 | 46,900,000 | · | |
| Shares (Diluted) | 46,900,000 | 46,800,000 | · | 47,500,000 | 47,400,000 | 47,300,000 | · | 47,300,000 | 47,800,000 | 48,000,000 | · | 47,900,000 | 47,900,000 | · | |
| EBITDA | $333M | $294M | · | $283M | $278M | $259M | · | $271M | $247M | $234M | · | $256M | $242M | · |
Bilans
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $340M | $521M | $352M | $529M | $311M | $462M | $650M | $561M | $443M | $912M | · | $364M | $665M | · | |
| Receivables | $938M | $969M | $992M | $938M | $958M | $936M | $901M | $934M | $860M | $886M | · | $859M | $828M | · | |
| Inventory | $1.17B | $1.12B | $1.04B | $1.06B | $1.05B | $1.01B | $914M | $965M | $966M | $933M | · | $971M | $952M | · | |
| Prepaid Expense | $331M | $292M | $293M | $305M | $218M | $205M | $167M | $203M | $174M | $195M | · | $141M | $145M | · | |
| Current Assets | $3.20B | $3.32B | $3.06B | $3.22B | $2.92B | $2.98B | $2.94B | $2.99B | $2.74B | $3.22B | · | $2.64B | $2.88B | · | |
| PP&E (Net) | · | · | $839M | · | · | · | $745M | · | · | · | · | · | · | · | |
| PP&E (Gross) | · | · | $1.95B | · | · | · | $1.76B | · | · | · | · | · | · | · | |
| Accum. Depreciation | $1.15B | $1.13B | $1.11B | $1.09B | $1.07B | $1.05B | $1.01B | $1.01B | $985M | $961M | · | $905M | $876M | · | |
| Goodwill | $8.66B | $8.69B | $8.69B | $8.65B | $8.68B | $8.53B | $7.99B | $8.12B | $8.04B | $7.96B | $8.00B | $7.94B | $7.93B | $7.87B | |
| Intangibles | $1.98B | $2.05B | $2.10B | $2.11B | $2.17B | $2.19B | $2.01B | $2.16B | $2.18B | $2.21B | · | $2.35B | $2.41B | · | |
| Other Non-current Assets | $305M | $307M | $317M | $320M | $302M | $298M | $280M | $288M | $286M | $285M | · | $270M | $268M | · | |
| Total Assets | $15.28B | $15.49B | $15.29B | $15.37B | $15.14B | $15.05B | $14.20B | $14.53B | $14.22B | $14.64B | $14.53B | $14.16B | $14.43B | $14.35B | |
| Accounts Payable | $492M | $541M | $487M | $460M | $450M | $490M | $416M | $446M | $400M | $409M | · | $459M | $495M | · | |
| Accrued Liabilities | $975M | $901M | $923M | $894M | $858M | $874M | $845M | $901M | $837M | $768M | · | $724M | $693M | · | |
| Current Liabilities | $1.47B | $1.89B | $1.86B | $1.80B | $1.76B | $1.36B | $1.26B | $1.50B | $1.39B | $1.78B | · | $1.63B | $1.49B | · | |
| Capital Leases | · | · | $135M | · | · | · | $110M | · | · | · | · | · | · | · | |
| Deferred Tax | $378M | $384M | $370M | $379M | $367M | $374M | $354M | $389M | $407M | $413M | · | $462M | $482M | · | |
| Other Non-current Liabilities | $489M | $487M | $516M | $542M | $460M | $414M | $381M | $398M | $455M | $470M | · | $574M | $569M | · | |
| Total Liabilities | $4.36B | $4.79B | $4.77B | $4.81B | $4.75B | $5.12B | $4.65B | $4.93B | $4.90B | $5.31B | · | $5.57B | $6.06B | · | |
| Long-term Debt | $2.03B | $2.48B | $2.48B | $2.53B | $2.62B | $2.96B | $2.65B | $2.80B | $2.80B | $3.25B | · | $3.35B | $3.82B | · | |
| Total Debt | $2.03B | $2.48B | · | $2.53B | $2.62B | $2.96B | · | $2.80B | $2.80B | $3.25B | · | · | · | · | |
| Common Stock | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | · | $500.0K | $500.0K | · | |
| Retained Earnings | $7.62B | $7.37B | $7.14B | $6.87B | $6.67B | $6.46B | $6.27B | $6.07B | $5.81B | $5.63B | · | $4.93B | $4.74B | · | |
| Treasury Stock | $519M | $530M | $585M | $194M | $220M | $231M | $292M | $322M | $192M | $0 | · | $6M | $9M | · | |
| AOCI | $-535M | $-488M | $-425M | $-497M | $-458M | $-686M | $-840M | $-593M | $-731M | $-725M | · | $-712M | $-727M | · | |
| Stockholders' Equity | $10.92B | $10.70B | $10.51B | $10.56B | $10.38B | $9.93B | $9.55B | $9.59B | $9.32B | $9.33B | $9.22B | $8.58B | $8.37B | $8.17B | |
| Liabilities + Equity | $15.28B | $15.49B | $15.29B | $15.37B | $15.14B | $15.05B | $14.20B | $14.53B | $14.22B | $14.64B | · | $14.16B | $14.43B | · | |
| Shares Outstanding | 46,355,253 | 46,328,578 | 46,185,578 | 46,950,255 | 46,884,559 | 46,851,809 | 46,706,612 | 46,624,244 | 46,943,484 | 47,420,690 | · | 47,070,900 | 47,037,465 | · |
Przepływy pieniężne
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $86M | $87M | $85M | $84M | $86M | $81M | $77M | $77M | $78M | $78M | $77M | · | $82M | $82M | |
| Amort. of Intangibles | $56M | $58M | $55M | $55M | $55M | $52M | $50M | $50M | $49M | $49M | $44M | $49M | $50M | $87M | |
| Operating Cash Flow | $315M | $234M | $379M | $343M | $227M | $243M | $332M | $250M | $319M | $291M | $164M | · | $203M | $238M | |
| CapEx | $30M | $30M | $40M | $29M | $30M | $18M | $29M | $21M | $18M | $16M | $40M | · | $24M | $34M | |
| Investing Cash Flow | $-36M | $-83M | $-97M | $-36M | $-30M | $-775M | $-29M | $-21M | $-141M | $-16M | $-63M | · | $-77M | $-112M | |
| Stock Repurchased | · | · | $400M | $0 | · | · | $21M | $139M | $194M | · | $0 | · | · | · | |
| Net Stock Activity | · | · | · | · | · | · | · | $-139M | $-194M | · | · | · | · | · | |
| Financing Cash Flow | $-455M | $18M | $-462M | $-89M | $-344M | $340M | $-173M | $-134M | $-644M | $6M | $14M | · | $-103M | $5M | |
| Net Change in Cash | $-181M | $169M | $-176M | $218M | $-151M | $-188M | $89M | $118M | $-469M | $264M | $140M | · | $27M | $159M | |
| Free Cash Flow | · | $204M | · | · | · | $225M | · | · | · | $275M | · | · | $179M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $265M | · | · | $162M | · |
Rentowność
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.0% | 18.9% | · | 18.4% | 18.4% | 17.9% | · | 18.8% | 18.0% | 17.3% | · | 18.0% | 17.5% | · | |
| Net Margin | 15.1% | 14.5% | · | 14.3% | 13.9% | 13.0% | · | 18.1% | 13.1% | 13.2% | · | 13.0% | 12.9% | · | |
| Pretax Margin | 19.3% | 17.9% | · | 17.8% | 17.2% | 16.5% | · | 17.7% | 16.9% | 16.7% | · | 16.5% | 16.2% | · | |
| EBITDA Margin | 20.0% | 18.9% | · | 18.4% | 18.4% | 17.9% | · | 18.8% | 18.0% | 17.3% | · | 18.0% | 17.5% | · | |
| ROA | 1.7% | 1.5% | · | 1.5% | 1.4% | 1.3% | · | 1.8% | 1.3% | 1.2% | · | · | · | · | |
| ROE | 2.4% | 2.2% | · | 2.2% | 2.1% | 2.0% | · | 2.9% | 2.0% | 2.0% | · | · | · | · | |
| ROIC | 2.0% | 1.8% | · | 1.7% | 1.7% | 1.6% | · | 2.2% | 1.6% | 1.5% | · | · | · | · |
Płynność i wypłacalność
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 1.8 | · | 1.8 | 1.7 | 2.2 | · | 2.0 | 2.0 | 1.8 | · | · | · | · | |
| Quick Ratio | 0.9 | 0.8 | · | 0.8 | 0.7 | 1.0 | · | 1.0 | 0.9 | 1.0 | · | · | · | · | |
| Debt / Equity | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | · | · | · | |
| LT Debt / Equity | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 18.4 | · | 11.5 | 11.5 | · |
Efektywność
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | · | · | |
| Inventory Turnover | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.8 | 0.8 | · | · | · | · | |
| Receivables Turnover | 1.8 | 1.6 | · | 1.6 | 1.7 | 1.6 | · | 1.6 | 1.6 | 1.6 | · | · | · | · |
Na akcję
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $235.54 | $231.05 | · | $224.94 | $221.33 | $211.84 | · | $205.78 | $198.53 | $196.71 | · | · | · | · | |
| Revenue / Share | $35.45 | $33.34 | · | $32.41 | $31.93 | $30.65 | · | $30.52 | $28.75 | $28.13 | · | $29.74 | $28.88 | · | |
| Cash Flow / Share | · | $5.00 | · | · | · | $5.13 | · | · | · | $6.06 | · | · | $4.24 | · | |
| Cash / Share | $7.34 | $11.25 | · | $11.26 | $6.63 | $9.85 | · | $12.03 | $9.44 | $19.24 | · | · | · | · | |
| EPS (TTM) | $20.68 | $19.74 | · | $17.25 | $18.14 | $17.48 | · | $19.46 | $18.07 | $18.17 | · | $17.59 | · | · |
Wycena (TTM)
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.37B | $6.23B | · | $6.01B | $5.91B | $5.77B | · | $5.67B | $5.63B | $5.68B | · | $6.15B | · | · | |
| Net Income TTM | $975M | $933M | · | $818M | $859M | $829M | · | $930M | $866M | $872M | · | $862M | · | · | |
| Market Cap | $28.94B | $27.49B | · | $27.10B | $23.90B | $23.22B | · | $20.32B | $18.21B | $20.36B | · | · | · | · | |
| Enterprise Value | $30.63B | $29.44B | · | $29.10B | $26.20B | $25.72B | · | $22.55B | $20.57B | $22.69B | · | · | · | · | |
| P/E | 30.2 | 30.1 | · | 33.5 | 28.1 | 28.3 | · | 22.4 | 21.5 | 23.6 | · | 23.4 | · | · | |
| P/S | 4.5 | 4.4 | · | 4.5 | 4.0 | 4.0 | · | 3.6 | 3.2 | 3.6 | · | · | · | · | |
| P/B | 2.7 | 2.6 | · | 2.6 | 2.3 | 2.3 | · | 2.1 | 2.0 | 2.2 | · | · | · | · | |
| P / Tangible Book | 106.2 | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 117.5 | · | · | · | 95.7 | · | · | · | 70.0 | · | · | · | · | |
| EV / Revenue | 4.8 | 4.7 | · | 4.8 | 4.4 | 4.5 | · | 4.0 | 3.7 | 4.0 | · | · | · | · | |
| Earnings Yield | 3.3% | 3.3% | · | 3.0% | 3.6% | 3.5% | · | 4.5% | 4.7% | 4.2% | · | 4.3% | · | · |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 |
|---|---|---|---|---|---|
| Przychody | $6.12B | $5.67B | $5.64B | $5.46B | $4.61B |
| Marża Operacyjna % | 18.8% | 17.4% | 18.4% | 17.8% | 13.5% |
| Zysk netto | $895M | $819M | $886M | $789M | $445M |
| Rozwodniony EPS | $18.88 | $17.21 | $18.49 | $16.53 | $10.05 |
| Wskaźnik | 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.2 | 0.3 | 0.4 | 0.5 | 0.5 |
| Wskaźnik bieżący | 1.6 | 2.3 | 1.7 | 1.8 | 1.6 |
| Wskaźnik Szybkości | 0.7 | 1.2 | 0.9 | 1.0 | 0.8 |
| Wskaźnik | 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $1.07B | $1.11B | $721M | $394M | $723M |
Właściciele instytucjonalni (13F) 937 emitentów · $30.4B 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 |
|---|---|---|---|---|
| 124 (-14 vs poprzedni kw.) | 73 (+4 vs poprzedni kw.) | 271 (-26 vs poprzedni kw.) | 327 (+67 vs poprzedni kw.) | -502K |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $3 053 037 708 | 5 977 792 | 10,04% | Akcje |
| BlackRock, Inc. | $2 751 120 691 | 4 125 237 | 9,05% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $2 019 850 034 | 3 028 715 | 6,64% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 589 996 971 | 2 384 161 | 5,23% | Akcje |
| STATE STREET CORP | $1 510 745 909 | 2 265 326 | 4,97% | Akcje |
| FIL Ltd | $1 223 663 466 | 1 834 853 | 4,02% | Akcje |
| Dodge & Cox | $1 075 600 995 | 1 612 837 | 3,54% | Akcje |
| Aristotle Capital Management, LLC | $1 010 671 891 | 1 515 404 | 3,32% | Akcje |
| JANUS HENDERSON GROUP PLC | $935 146 501 | 1 545 674 | 3,07% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $877 611 194 | 1 317 273 | 2,89% | Akcje |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $677 768 121 | 1 016 296 | 2,23% | Akcje |
| JPMORGAN CHASE & CO | $657 508 751 | 1 025 401 | 2,16% | Akcje |
| NORGES BANK | $550 913 419 | 826 081 | 1,81% | Akcje |
| Invesco Ltd. | $434 508 692 | 651 535 | 1,43% | Akcje |
| BANK OF AMERICA CORP /DE/ | $406 937 501 | 610 193 | 1,34% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $360 168 503 | 595 310 | 1,18% | Akcje |
| KING LUTHER CAPITAL MANAGEMENT CORP | $336 349 681 | 504 348 | 1,11% | Akcje |
| MORGAN STANLEY | $326 059 668 | 488 917 | 1,07% | Akcje |
| NORTHERN TRUST CORP | $306 307 172 | 459 300 | 1,01% | Akcje |
| Findlay Park Partners LLP | $277 363 043 | 415 899 | 0,91% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $274 075 476 | 411 112 | 0,90% | Akcje |
| SEI INVESTMENTS CO | $272 439 388 | 408 516 | 0,90% | Akcje |
| EARNEST PARTNERS LLC | $255 051 904 | 382 444 | 0,84% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $251 475 319 | 377 081 | 0,83% | Akcje |
| Maren Capital LLC | $251 373 283 | 376 928 | 0,83% | Akcje |
| Artisan Partners Limited Partnership | $231 533 243 | 347 178 | 0,76% | Akcje |
| Mariner, LLC | $211 586 606 | 317 467 | 0,70% | Akcje |
| GOLDMAN SACHS GROUP INC | $207 190 848 | 310 678 | 0,68% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $198 027 953 | 296 938 | 0,65% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $173 480 030 | 260 129 | 0,57% | Akcje |
| HSBC HOLDINGS PLC | $166 288 806 | 249 294 | 0,55% | Akcje |
| UBS Group AG | $163 411 841 | 245 032 | 0,54% | Akcje |
| Port Capital LLC | $162 900 328 | 244 265 | 0,54% | Akcje |
| Allspring Global Investments Holdings, LLC | $160 789 293 | 243 178 | 0,53% | Akcje |
| Legal & General Group Plc | $157 507 107 | 236 178 | 0,52% | Akcje |
| Bank of New York Mellon Corp | $152 577 249 | 228 786 | 0,50% | Akcje |
| WELLS FARGO & COMPANY/MN | $149 507 526 | 224 183 | 0,49% | Akcje |
| Clearbridge Investments, LLC | $144 685 962 | 216 953 | 0,48% | Akcje |
| ROYAL BANK OF CANADA | $143 704 000 | 215 483 | 0,47% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $141 390 439 | 226 474 | 0,46% | Akcje |
| Madison Asset Management, LLC | $122 592 246 | 183 824 | 0,40% | Akcje |
| CITIGROUP INC | $121 630 555 | 182 382 | 0,40% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $112 483 939 | 169 058 | 0,37% | Akcje |
| BOWEN HANES & CO INC | $112 127 713 | 185 332 | 0,37% | Akcje |
| Fayez Sarofim & Co | $103 491 542 | 155 183 | 0,34% | Akcje |
| DEUTSCHE BANK AG\ | $103 464 200 | 155 142 | 0,34% | Akcje |
| PNC Financial Services Group, Inc. | $98 054 307 | 147 030 | 0,32% | Akcje |
| Select Equity Group, L.P. | $97 790 882 | 146 635 | 0,32% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $89 190 539 | 133 739 | 0,29% | Akcje |
| Nuveen, LLC | $88 850 404 | 133 229 | 0,29% | 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 |
|---|---|---|---|---|---|
| Teledyne Technologies Incorporated (25–1843385) (2) ×2 zgłoszenia | 5 września 2014 | · | Pierwotne zgłoszenie | M&A / sprzedaż | 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 34 insiderów · 14 dyrektorzy generalni · 19 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| George C Bobb III | President and CEO | 22 kwietnia 2026 A | 9 962 | 0 | 0 | $0 |
| Edwin Roks | Chief Executive Officer | 22 kwietnia 2025 A | 9 308 | 0 | 0 | $0 |
| Aldo Pichelli | President and CEO | 22 września 2021 M | 101 380 | 0 | 0 | $0 |
| Stephen Finis Blackwood | Executive VP and CFO | 22 kwietnia 2026 A | 11 421 | 0 | 0 | $0 |
| Sue Main | Former Senior VP & CFO | 12 grudnia 2023 M | 40 127 | 0 | 0 | $0 |
| Dale A Schnittjer | Senior VP & CFO | 9 listopada 2012 S | 53 206 | 0 | 0 | $0 |
| James M Link | President, Teledyne Brown Eng. | 3 maja 2007 S | 21 862 | 0 | 0 | $0 |
| Cynthia Y Belak | Senior VP and Controller | 22 kwietnia 2026 A | 4 642 | 0 | 0 | $0 |
| Jason Vanwees | Vice Chairman | 22 kwietnia 2026 M | 2 705 | 0 | 4 | $-4 730 794 |
| Melanie Susan Cibik | EVP, GenCounsel, CCO & Sec. | 22 kwietnia 2026 A | 26 248 | 0 | 0 | $0 |
| Robert Mehrabian | Executive Chairman | 22 kwietnia 2026 A | 127 173 | 0 | 0 | $0 |
| Thomas H Reslewic | VP & Segment President | 6 sierpnia 2018 M | 14 122 | 0 | 0 | $0 |
| Rex D Geveden | Executive Vice President | 17 lutego 2015 A | 20 689 | 0 | 0 | $0 |
| John T Kuelbs | Exec VP, Gen Counsel & Sec. | 25 kwietnia 2012 A | 167 383 | 0 | 0 | $0 |
| Vincent J Morales | Dyrektor | 22 kwietnia 2026 A | 2 194 | 0 | 0 | $0 |
| Michelle Kumbier | Dyrektor | 22 kwietnia 2026 A | 2 888 | 0 | 0 | $0 |
| Laura A. Black | Dyrektor | 22 kwietnia 2026 A | 502 | 0 | 0 | $0 |
| Robert A Malone | Dyrektor | 22 kwietnia 2026 A | 6 179 | 0 | 0 | $0 |
| Jane Cecile Sherburne | Dyrektor | 22 kwietnia 2026 A | 4 756 | 0 | 0 | $0 |
| Michael T Smith | Dyrektor | 22 kwietnia 2026 A | 47 647 | 0 | 2 | $-2 484 000 |
| Denise R Singleton | Dyrektor | 23 kwietnia 2025 A | 2 567 | 0 | 0 | $0 |
| Kenneth C Dahlberg | Dyrektor | 23 kwietnia 2025 A | 19 671 | 0 | 0 | $0 |
| Charles Crocker | Dyrektor | 9 grudnia 2024 S | 44 400 | 0 | 0 | $0 |
| Roxanne S Austin | Dyrektor | 5 czerwca 2020 S | 7 305 | 0 | 0 | $0 |
| Paul David Miller | Dyrektor | 4 maja 2020 M | 22 063 | 0 | 0 | $0 |
| Frank V Cahouet | Dyrektor | 22 kwietnia 2016 M | 124 437 | 0 | 0 | $0 |
| Ruth E Bruch | Dyrektor | 1 lipca 2014 A | 1 764 | 0 | 0 | $0 |
| Robert P Bozzone | Dyrektor | 2 stycznia 2009 A | 416 881 | 0 | 0 | $0 |
| Jr Charles J Queenan | Dyrektor | 3 stycznia 2006 A | 95 063 | 0 | 0 | $0 |
| CREEL DIANE C | Dyrektor | 1 lipca 2005 A | 2 532 | 0 | 0 | $0 |
| Charles H Noski | Dyrektor | 10 lutego 2004 A | 2 193 | 0 | 0 | $0 |
| Simon M Lorne | · | 12 sierpnia 2026 S | 55 783 | 0 | 4 | $-4 387 547 |
| Wesley W Von Schack | · | 12 sierpnia 2026 S | 10 902 | 0 | 1 | $-321 343 |
| Wajid Ali | · | 17 lutego 2015 M | 8 086 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 114 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 |
|---|---|---|---|---|
| KMID · Virtus ETF Trust II | 5,77% | 4 015 NS | 31 lipca 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 2,62% | 191 NS | 31 lipca 2026 | N-PORT |
| HUSV · First Trust Exchange-Traded Fund III | 2,45% | 2 760 NS | 31 lipca 2026 | N-PORT |
| SMCO · Tidal Trust II | 2,44% | 5 298 NS | 31 lipca 2026 | N-PORT |
| TGLB · T. Rowe Price Exchange-Traded Funds… | 2,14% | 856 NS | 31 lipca 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 1,47% | 4 857 SH | 2 października 2026 | Dziennie |
| ARKX · ARK ETF Trust | 1,33% | 15 436 NS | 31 lipca 2026 | N-PORT |
| MADE · iShares Trust | 1,33% | 1 321 SH | 11 września 2026 | Dziennie |
| RSPT · Invesco Exchange-Traded Fund Trust | 1,32% | 133 415 SH | 2 października 2026 | Dziennie |
| USMV · iShares Trust | 0,85% | 338 022 SH | 11 września 2026 | Dziennie |
| QLV · FlexShares Trust | 0,81% | 2 016 NS | 31 lipca 2026 | N-PORT |
| JOET · Virtus ETF Trust II | 0,80% | 2 956 NS | 31 lipca 2026 | N-PORT |
| PPA · Invesco Exchange-Traded Fund Trust | 0,70% | 84 937 SH | 2 października 2026 | Dziennie |
| VOT · VANGUARD INDEX FUNDS | 0,68% | 354 867 SH | 19 sierpnia 2026 | Dziennie |
| ESMV · iShares Trust | 0,62% | 81 SH | 11 września 2026 | Dziennie |
| VFMV · VANGUARD WELLINGTON FUND | 0,56% | 3 527 SH | 19 sierpnia 2026 | Dziennie |
| ACWV · iShares, Inc. | 0,54% | 30 243 SH | 11 września 2026 | Dziennie |
| IYJ · iShares Trust | 0,34% | 10 933 SH | 11 września 2026 | Dziennie |
| ROUS · Lattice Strategies Trust | 0,34% | 3 691 NS | 31 lipca 2026 | N-PORT |
| ARKQ · ARK ETF Trust | 0,30% | 8 582 NS | 31 lipca 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,30% | 1 003 831 SH | 19 sierpnia 2026 | Dziennie |
| IWS · iShares Trust | 0,27% | 68 653 SH | 11 września 2026 | Dziennie |
| PEXL · Pacer Funds Trust | 0,25% | 191 NS | 31 lipca 2026 | N-PORT |
| IMCG · iShares Trust | 0,24% | 15 919 SH | 11 września 2026 | Dziennie |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,22% | 2 493 NS | 31 lipca 2026 | N-PORT |
| VLUE · iShares Trust | 0,22% | 34 701 SH | 11 września 2026 | Dziennie |
| RSP · Invesco Exchange-Traded Fund Trust | 0,21% | 327 948 SH | 2 października 2026 | Dziennie |
| IWR · iShares Trust | 0,20% | 188 772 SH | 11 września 2026 | Dziennie |
| IMCB · iShares Trust | 0,19% | 5 401 SH | 11 września 2026 | Dziennie |
| SIZE · iShares Trust | 0,19% | 1 345 SH | 11 września 2026 | Dziennie |
| EUSA · iShares, Inc. | 0,19% | 6 016 SH | 11 września 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,18% | 54 876 NS | 31 lipca 2026 | N-PORT |
| LQAI · Exchange Listed Funds Trust | 0,18% | 6 NS | 31 lipca 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,17% | 429 853 SH | 19 sierpnia 2026 | Dziennie |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,16% | 3 512 NS | 31 lipca 2026 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0,16% | 5 706 000 | 2 października 2026 | Dziennie |
| XOEF · iShares Trust | 0,15% | 57 SH | 11 września 2026 | Dziennie |
| TECL · Direxion Shares ETF Trust | 0,15% | 11 317 NS | 31 lipca 2026 | N-PORT |
| IMCV · iShares Trust | 0,14% | 2 818 SH | 11 września 2026 | Dziennie |
| IGM · iShares Trust | 0,12% | 21 936 SH | 11 września 2026 | Dziennie |
| VTV · VANGUARD INDEX FUNDS | 0,12% | 440 069 SH | 19 sierpnia 2026 | Dziennie |
| VFMO · VANGUARD WELLINGTON FUND | 0,12% | 3 670 SH | 19 sierpnia 2026 | Dziennie |
| DFUV · Dimensional ETF Trust | 0,11% | 26 152 NS | 31 lipca 2026 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,11% | 10 651 SH | 19 sierpnia 2026 | Dziennie |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,10% | 3 170 000 | 2 października 2026 | Dziennie |
| DFLV · Dimensional ETF Trust | 0,10% | 10 606 NS | 31 lipca 2026 | N-PORT |
| TYLG · Global X Funds | 0,10% | 22 NS | 31 lipca 2026 | N-PORT |
| IXN · iShares Trust | 0,10% | 15 717 SH | 11 września 2026 | Dziennie |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,10% | 140 000 | 2 października 2026 | Dziennie |
| IVE · iShares Trust | 0,09% | 76 865 SH | 11 września 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,09% | 27 782 SH | 19 sierpnia 2026 | Dziennie |
| EGLE · Global X Funds | 0,09% | 3 NS | 31 lipca 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,09% | 2 113 NS | 31 lipca 2026 | N-PORT |
| IUSV · iShares Trust | 0,09% | 40 406 SH | 11 września 2026 | Dziennie |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,08% | 214 NS | 31 lipca 2026 | N-PORT |
| IWD · iShares Trust | 0,07% | 102 531 SH | 11 września 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,06% | 3 276 NS | 31 lipca 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0,06% | 1 NS | 31 lipca 2026 | N-PORT |
| ILCG · iShares Trust | 0,05% | 2 816 SH | 11 września 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,05% | 10 041 NS | 31 lipca 2026 | N-PORT |
| TOPC · iShares Trust | 0,05% | 29 SH | 11 września 2026 | Dziennie |
| XYLG · Global X Funds | 0,05% | 50 NS | 31 lipca 2026 | N-PORT |
| XYLD · Global X Funds | 0,05% | 2 527 NS | 31 lipca 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0,05% | 1 203 519 SH | 19 sierpnia 2026 | Dziennie |
| VV · VANGUARD INDEX FUNDS | 0,05% | 54 111 SH | 19 sierpnia 2026 | Dziennie |
| CHRI · Global X Funds | 0,05% | 6 NS | 31 lipca 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 35 930 NS | 31 lipca 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 752 SH | 2 października 2026 | Dziennie |
| PTLC · Pacer Funds Trust | 0,05% | 2 370 NS | 31 lipca 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 6 364 NS | 31 lipca 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,05% | 3 904 NS | 31 lipca 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,05% | 779 NS | 31 lipca 2026 | N-PORT |
| XRMI · Global X Funds | 0,05% | 35 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,05% | 1 574 NS | 31 lipca 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,05% | 589 SH | 2 października 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,04% | 14 032 NS | 31 lipca 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,04% | 369 NS | 31 lipca 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0,04% | 276 SH | 2 października 2026 | Dziennie |
| SPUU · Direxion Shares ETF Trust | 0,04% | 175 NS | 31 lipca 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,04% | 8 059 SH | 2 października 2026 | Dziennie |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,04% | 1 161 SH | 2 października 2026 | Dziennie |
| IVV · iShares Trust | 0,04% | 583 905 SH | 11 września 2026 | Dziennie |
| QDPL · Pacer Funds Trust | 0,04% | 1 097 NS | 31 lipca 2026 | N-PORT |
| ILCB · iShares Trust | 0,04% | 906 SH | 11 września 2026 | Dziennie |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,04% | 3 195 SH | 2 października 2026 | Dziennie |
| XTR · Global X Funds | 0,04% | 3 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,04% | 1 471 473 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,04% | 7 597 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,04% | 3 879 SH | 19 sierpnia 2026 | Dziennie |
| TOV · EA Series Trust | 0,04% | 179 NS | 31 lipca 2026 | N-PORT |
| IYY · iShares Trust | 0,04% | 1 990 SH | 11 września 2026 | Dziennie |
| IWB · iShares Trust | 0,04% | 31 760 SH | 11 września 2026 | Dziennie |
| PRF · Invesco Exchange-Traded Fund Trust | 0,04% | 6 091 SH | 2 października 2026 | Dziennie |
| IWV · iShares Trust | 0,04% | 12 746 SH | 11 września 2026 | Dziennie |
| ITOT · iShares Trust | 0,04% | 60 455 SH | 11 września 2026 | Dziennie |
| HCMT · Direxion Shares ETF Trust | 0,04% | 321 NS | 31 lipca 2026 | N-PORT |
| XCLR · Global X Funds | 0,04% | 2 NS | 31 lipca 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0,04% | 37 SH | 2 października 2026 | Dziennie |
| TILT · FlexShares Trust | 0,04% | 1 197 NS | 31 lipca 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0,04% | 3 622 NS | 31 lipca 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,03% | 5 399 SH | 2 października 2026 | Dziennie |
| VOXP · Advisors Series Trust | 0,03% | 3 NS | 31 lipca 2026 | N-PORT |
| TOK · iShares Trust | 0,03% | 124 SH | 11 września 2026 | Dziennie |
| URTH · iShares, Inc. | 0,03% | 4 150 SH | 11 września 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 39 821 SH | 19 sierpnia 2026 | Dziennie |
| ILCV · iShares Trust | 0,03% | 668 SH | 11 września 2026 | Dziennie |
| PWS · Pacer Funds Trust | 0,03% | 10 NS | 31 lipca 2026 | N-PORT |
| ACWI · iShares Trust | 0,03% | 14 314 SH | 11 września 2026 | Dziennie |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 lipca 2026 | Dziennie |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 lipca 2026 | Dziennie |
TDY Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
12 analityków · 2026-09-29Średnia cel $758.08 +22,8%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| TDY | $23.89B | 27.4 | 7.9% | 14.6% | 8.6% | · |
| KEYS | $36.97B | 37.3 | 8.0% | 15.8% | 15.5% | · |
| ZBRA | $12.04B | 29.7 | 8.3% | 7.8% | 11.6% | 48.0% |
| AEIS | $7.91B | 54.5 | 21.4% | 8.2% | 11.3% | 37.7% |
| CGNX | $6.01B | 52.9 | 8.7% | 11.5% | 7.6% | 66.9% |
| RAL | $5.75B | -4.7 | -4.0% | -59.1% | -52.3% | 50.3% |
| NOVT | $4.24B | 80.9 | 3.3% | 5.5% | 5.2% | 44.4% |
| VNT | $5.29B | 13.5 | 3.2% | 13.2% | 35.4% | · |
| ITRI | $4.17B | 14.3 | -3.0% | 12.7% | 19.4% | 37.7% |
| BMI | $6.49B | 36.4 | 10.9% | 15.4% | 20.4% | 41.7% |
| MIR | · | 212.9 | 7.5% | 3.1% | 1.7% | 47.4% |
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