ON ON Semiconductor Corporation - Common Stock
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ON Semiconductor Corporation (stylized and doing business as onsemi) is an American semiconductor supplier company, based in Scottsdale, Arizona. Products include power and signal management, logic, discrete, and custom devices for automotive, communications, computing, consumer, industrial, LED lighting, medical, military/aerospace and power applications. onsemi runs a network of manufacturing facilities, sales offices and design centers in North America, Europe, and the Asia Pacific regions. Based on its 2016 revenues of $3.907 billion, onsemi ranked among the worldwide top 20 semiconductor sales leaders, and was ranked No. 483 on the 2022 Fortune 500 based on its 2021 sales.
History
The company was founded in 1999. It was originally a spinoff of Motorola's Semiconductor Components Group headquartered in Phoenix, Arizona. It continues to manufacture Motorola's discrete, standard analog, and standard logic devices. On April 28, 2000, Onsemi launched its initial public offering (IPO).
Steve Hanson was the first president and chief executive officer of the company until 2002. Keith Jackson from Fairchild Semiconductor replaced Hanson as the second leader for the next 20 years. Major acquisitions added SANYO Semiconductor in 2011 and Fairchild Semiconductor in 2016, with total workforce over 30,000 and expanded its product portfolio.
In April 2019, the company signed the UN Global Compact. In September 2020, chief executive officer Keith Jackson announced his retirement from the company. In December 2020, Hassane El-Khoury, previously the president and chief executive officer of Cypress Semiconductor, succeeded Jackson. In August 2021, to better reflect its broad technology portfolio, differentiated product lines, and market leadership, ON Semiconductor rebranded itself as onsemi. In February 2022, it was announced that BelGaN Group BV had completed the acquisition of all shares of ON Semiconductor Belgium BV from the onsemi group.
Acquisitions
2000s
In April 2000, onsemi completed the acquisition of Cherry Semiconductor Corp. (CSC) for $250 million. CSC was founded in 1972 as Micro Components Corporation (MCC). CSC was headquartered in East Greenwich, Rhode Island, USA.
In 2003, onsemi acquired TESLA SEZAM (manufacturer of semiconductor chips) and TEROSIL (production of silicon) in the Czech Republic. Both of these companies were the successors of the former state-owned company TESLA.
In May 2006, onsemi completed the acquisition of LSI Logic Gresham, Oregon Design & Manufacturing Facility.
In January 2008, onsemi completed the acquisition of the CPU Voltage and PC Thermal Monitoring Business from Analog Devices, Inc., for $184 million.
In December 2008, onsemi completed the acquisition of AMI Semiconductor (previously known as American Microsystems) for $915 million.
On July 17, 2008, onsemi and Catalyst Semiconductor, Inc. announced the acquisition of Catalyst Semiconductor, Inc. by onsemi for $115 million. On October 9, 2008, Catalyst Semiconductor, Inc. announced the approval of the acquisition. On October 10, 2008, onsemi announced the completion of the acquisition.
In November 2009, onsemi completed the acquisition of PulseCore Semiconductor for $17 million.
In December 2009, onsemi announced the acquisition of California Micro Devices.
2010s
In June 2010, onsemi completed the acquisition of Sound Design Technologies, Ltd., for $22 million.
In January 2011, onsemi completed the acquisition of SANYO Semiconductor.
In February 2011, onsemi completed the acquisition of the CMOS Image Sensor Business Unit from Cypress Semiconductor, for $31.4 million.
In May 2014, onsemi completed the acquisition of Truesense Imaging, Inc.
In June 2014, onsemi announced a $400 million deal to acquire California-based Aptina Imaging Corp.
In July 2014, onsemi and Fujitsu Semiconductor announced Strategic Partnership (including foundry services agreement and the definitive agreement pursuant to which onsemi will become a 10% shareholder of Fujitsu's 8-inch wafer fab in Aizuwakamatsu, Japan)
In July 2015, onsemi completed the acquisition of Axsem AG.
In November 2015, onsemi announced the acquisition of Fairchild Semiconductor for $2.4 billion.
In August 2016, onsemi has entered into a definitive agreement with respect to the divestiture of the ignition IGBT business to Littelfuse and has also entered into a separate definitive agreement with Littelfuse to sell its transient voltage suppression diode and switching thyristor product lines, for a combined $104 million in cash.
In September 2016, onsemi completed the acquisition of Fairchild Semiconductor.
In March 2017, onsemi announced that it would acquire and license mmWave technology for automotive radar applications developed by IBM's Haifa, Israel, research team. It included staff, equipment, research facilities and intellectual property.
In May 2018, onsemi acquired Ireland-based company, SensL Technologies Ltd.
In June 2019, onsemi acquired Quantenna Communications, a fabless semiconductor company which was headquartered in Fremont, California with offices in India, Europe, America and Taipei, for about $1 billion. In October 2021, Bloomberg News reported that onsemi was looking to sell off Quantenna's assets. After failing to find a buyer, onsemi shut down the division in 2022.
In April 2019, onsemi agreed to acquire GlobalFoundries 300mm wafer fabrication facility in East Fishkill, New York. In February 2023, it was announced the acquisition had been completed.
2020s
In August 2021 onsemi agreed to acquire GT Advanced Technologies.
In July 2024 onsemi completed the acquisition of SWIR Vision Systems.
In December 2024 onsemi announced to acquire Qorvo's Silicon Carbide JFET Business, including United Silicon Carbide Subsidiary
In October 2025 onsemi announced it has completed the acquisition of rights to Vcore power technologies, including associated intellectual property (IP) licenses, from Aura Semiconductor.
In June 2026, Onsemi announced plans to acquire Synaptics in a $7 billion all-stock deal.
Products
onsemi manufactures products in the following areas:
Custom: ASICs; Custom Foundry Services; Custom ULP Memory; Custom CMOS Image Sensors; Integrated passive devices
Discrete: Bipolar Transistors; Diodes & Rectifiers; IGBTs & FETs; Thyristors; Silicon Carbide (SiC)
Power Management: AC/DC Controllers & Regulators; DC/DC Controllers, Converters, & Regulators; Drivers; Thermal Management; Voltage & Current Management
Logic: Clock Generation; Clock & Data Distribution; Memory; Microcontrollers; Standard Logic
Signal Management: Amplifiers & Comparators; Analog Switches; Audio/Video ASSP; Digital Potentiometers; EMI/RFI Filters; Interfaces; Optical, Image, & Touch Sensors
In 2013, the company introduced the industry's highest resolution optical image stabilization (OIS) integrated circuit (IC) for smartphone camera modules. As of December 2025, onsemi has more than 25,000 Portfolio SKUs.
Corporate responsibility
Onsemi plans to achieve net-zero emissions by 2040. The industrial and automotive sectors, which are among the company's most important end markets, are responsible for more than 65% of global greenhouse gas emissions. This highlights the need for climate initiatives.
In May 2024, the company's ESG risk rating was at 20.8%.
Operations
The company has three segments:
Analog and Mixed-Signal Group (AMG)
Intelligent Sensing Group (ISG)
Power Solutions Group (PSG)
Facilities
There are several Solution Engineering Centers (SEC) and Design Centers around the world. The company established the "onsemi Silicon Carbide Crystal Center" at the Penn State's Materials Research Institute in 2023. Solution Engineering Centers are in the United States, Germany, South Korea, China, Taiwan, Japan, Slovakia, and Sweden. Design centers are located in the United States, Canada, Belgium, Czech Republic, Germany, Ireland, Romania, Slovakia, Sweden, Switzerland, India, Israel, Italy, Japan, South Korea, and Taiwan. The company has manufacturing facilities in Canada, the United States, the Czech Republic, China, Japan, Malaysia, South Korea, the Philippines, and Vietnam. As of March 1, 2023, onsemi's headquarters was located in Scottsdale, Arizona.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | ON | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | 54.8média 5A ≈53.2 | ≈53.2 | 61.9 | Valor justo | |
| P/S | 8.9média 5A ≈3.9 | ≈3.9 | 9.7 | Subvalorizado | |
| P/B | 6.9média 5A ≈4.2 | ≈4.2 | 7.2 | Subvalorizado | |
| EV / EBITDA | 69.6média 5A ≈15.4 | ≈15.4 | 34.3 | Subvalorizado | |
| Price / FCF (Preço / FCF) | 37.5média 5A ≈32.9 | ≈32.9 | · | · | |
| Price / Cash Flow (Preço / Fluxo de Caixa) | 30.2média 5A ≈14.2 | ≈14.2 | 39.8 | Subvalorizado | |
| EV / Revenue (EV / Receita) | 8.9média 5A ≈4.0 | ≈4.0 | · | · | |
| EV / FCF | 37.8média 5A ≈33.7 | ≈33.7 | · | · | |
| Price / Tangible Book (Preço / Valor Patrimonial Tangível) | 9.4média 5A ≈6.7 | ≈6.7 | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | ON | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Bruta (TTM) | 37.7%média 5A ≈43.0% | ≈43.0% | 57.8% | Fraco | |
| Margem Operacional (TTM) | 10.8%média 5A ≈20.9% | ≈20.9% | 19.7% | Fraco | |
| EBITDA Margin (Margem EBITDA) | 12.8%média 5A ≈29.6% | ≈29.6% | 23.1% | Fraco | |
| Pretax Margin (Margem de Impostos Pré-Tributação) | 2.2%média 5A ≈20.9% | ≈20.9% | 22.9% | Fraco | |
| Margem de Lucro Líquido (TTM) | 10.2%média 5A ≈17.7% | ≈17.7% | 14.8% | Em linha | |
| ROA | 0.91%média 5A ≈11.7% | ≈11.7% | 5.2% | Fraco | |
| ROE | 1.5%média 5A ≈22.4% | ≈22.4% | 7.8% | Fraco | |
| ROIC | 0.74%média 5A ≈13.6% | ≈13.6% | 6.5% | Fraco |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | ON | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Debt / Equity (Dívida / Patrimônio Líquido) | 0.4média 5A ≈0.5 | ≈0.5 | 0.2 | Dívida alta | |
| Current Ratio (Índice de liquidez corrente) | 4.5média 5A ≈3.5 | ≈3.5 | 2.8 | Liquidez forte | |
| Quick Ratio (Índice de Liquidez Seca) | 2.7média 5A ≈2.1 | ≈2.1 | 1.8 | Liquidez forte | |
| Long-Term Debt / Equity (Dívida de Longo Prazo / Patrimônio Líquido) | 0.4média 5A ≈0.4 | ≈0.4 | 0.1 | Dívida alta |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | ON | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | -15.3%média 5A ≈4.3% | ≈4.3% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | -10.4%média 5A ≈2.5% | ≈2.5% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 2.7% | · | · | · | |
| EPS YoY | -92.0%média 5A ≈58.0% | ≈58.0% | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | -92.3%média 5A ≈62.8% | ≈62.8% | · | · | |
| EPS CAGR 3Y (CAGR de LPA 3A) | -59.1%média 5A ≈21.2% | ≈21.2% | · | · | |
| EPS CAGR 5Y (CAGR de LPA 5A) | -12.3% | · | · | · | |
| Net Income CAGR 3Y (CAGR de Lucro Líquido 3A) | -60.1%média 5A ≈22.1% | ≈22.1% | · | · | |
| Net Income CAGR 5Y (CAGR de Lucro Líquido 5A) | -12.4% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | ON | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.5média 5A ≈0.6 | ≈0.6 | 0.5 | Em linha | |
| Inventory Turnover (Giro de Estoque) | 1.9média 5A ≈2.4 | ≈2.4 | 3.2 | Fraco | |
| Receivables Turnover (Giro de Contas a Receber) | 5.8média 5A ≈8.2 | ≈8.2 | 5.9 | Em linha | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$265.3K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Ago 3, 2026 | $0.74 | $0.74 | 0.50% |
| 31 de Março de 2026 | $0.64 | $0.62 | 3.3% | |
| 31 de Dezembro de 2025 | $0.64 | $0.64 | -0.22% | |
| 30 de Setembro de 2025 | $0.63 | $0.61 | 3.7% | |
| 30 de Junho de 2025 | $0.53 | $0.55 | -3.5% | |
| 31 de Março de 2025 | $0.55 | $0.52 | 5.5% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.00B | $7.08B | $8.25B | $8.33B | $6.74B | $5.25B | $5.52B | $5.88B | $5.54B | $3.91B | $3.50B | $3.16B | |
| Cost of Revenue | $4.01B | $3.87B | $4.37B | $4.25B | $4.03B | $3.54B | $3.54B | $3.64B | $3.51B | $2.61B | $2.30B | $2.08B | |
| Gross Profit | $1.98B | $3.22B | $3.88B | $4.08B | $2.71B | $1.72B | $1.97B | $2.24B | $2.04B | $1.30B | $1.19B | $1.08B | |
| SG&A Expense | $349M | $376M | $362M | $343M | $305M | $259M | $284M | $293M | $285M | $230M | $182M | $181M | |
| Operating Expenses | $1.90B | $1.45B | $1.34B | $1.72B | $1.43B | $1.37B | $1.54B | $1.39B | $1.35B | $1.05B | $932M | $856M | |
| Operating Income | $84M | $1.77B | $2.54B | $2.36B | $1.29B | $349M | $433M | $847M | $682M | $247M | $261M | $229M | |
| Interest Expense | · | · | $75M | $95M | $130M | $168M | $148M | $128M | $141M | $145M | $50M | $34M | |
| Interest Income | $95M | $111M | $93M | $16M | $1M | $5M | $10M | $6M | $3M | $4M | $1M | $2M | |
| Other Non-op | $23M | $21M | $-7M | $22M | $18M | $-9M | $-12M | $-7M | $-9M | $-11M | $8M | $-4M | |
| Pretax Income | $131M | $1.84B | $2.54B | $2.36B | $1.16B | $177M | $277M | $755M | $548M | $181M | $220M | $192M | |
| Income Tax | $8M | $263M | $350M | $458M | $147M | $-60M | $63M | $125M | $-266M | $-4M | $11M | $-200.0K | |
| Net Income | $121M | $1.57B | $2.18B | $1.90B | $1.01B | $234M | $212M | $627M | $811M | $182M | $206M | $190M | |
| EPS (Basic) | $0.29 | $3.68 | $5.07 | $4.39 | $2.37 | $0.57 | $0.52 | $1.48 | $1.92 | $0.44 | $0.49 | $0.43 | |
| EPS (Diluted) | $0.29 | $3.63 | $4.89 | $4.25 | $2.27 | $0.56 | $0.51 | $1.44 | $1.89 | $0.43 | $0.48 | $0.43 | |
| Shares (Basic) | 411,000,000 | 427,400,000 | 430,700,000 | 433,200,000 | 425,700,000 | 410,700,000 | 410,900,000 | 423,800,000 | 421,900,000 | 415,200,000 | 421,200,000 | 439,500,000 | |
| Shares (Diluted) | 411,800,000 | 432,700,000 | 446,800,000 | 448,200,000 | 443,800,000 | 418,800,000 | 416,000,000 | 435,900,000 | 428,300,000 | 420,000,000 | 427,800,000 | 443,500,000 | |
| EBITDA | $770M | $2.41B | $3.15B | $2.91B | $1.88B | $974M | $1.03B | $1.36B | $1.16B | $600M | $619M | $498M |
Balanço Patrimonial
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.15B | $2.69B | $2.48B | $2.92B | $1.35B | $1.08B | $894M | $1.07B | $949M | $1.03B | $618M | $512M | |
| Short-term Investments | $400M | $300M | $0 | · | · | · | · | · | · | · | $0 | $6M | |
| Receivables | $908M | $1.16B | $935M | $842M | $809M | $676M | $705M | $686M | $702M | $630M | $426M | $418M | |
| Inventory | $1.99B | $2.24B | $2.11B | $1.62B | $1.38B | $1.25B | $1.23B | $1.23B | $1.09B | $1.03B | $750M | $730M | |
| Prepaid Expense | · | · | · | · | · | · | · | · | · | · | $13M | $29M | |
| Other Current Assets | $353M | $353M | $382M | $351M | $240M | $176M | $188M | $187M | $193M | $181M | $97M | $141M | |
| Current Assets | $5.82B | $6.75B | $5.91B | $5.73B | $3.78B | $3.18B | $3.02B | $3.17B | $2.93B | $2.87B | $1.89B | $1.81B | |
| PP&E (Net) | $3.37B | $4.36B | $4.40B | $3.45B | $2.52B | $2.51B | $2.59B | $2.55B | $2.28B | $2.16B | $1.27B | $1.20B | |
| PP&E (Gross) | $7.54B | $8.32B | $7.93B | $6.61B | $5.86B | · | $5.26B | $4.93B | $4.35B | $3.99B | $2.89B | $2.70B | |
| Accum. Depreciation | $4.17B | $3.96B | $3.53B | $3.16B | $3.34B | · | $2.67B | $2.38B | $2.07B | $1.83B | $1.61B | $1.49B | |
| Goodwill | $1.68B | $1.59B | $1.58B | $1.58B | $1.94B | $1.66B | $1.66B | $932M | $917M | $925M | $271M | $264M | |
| Intangibles | $344M | $258M | $299M | $360M | $496M | $469M | $590M | $566M | $628M | $762M | $326M | $458M | |
| Other Non-current Assets | $356M | $360M | $381M | $439M | $498M | $410M | $256M | $105M | $98M | $70M | $63M | $90M | |
| Total Assets | $12.52B | $14.09B | $13.22B | $11.98B | $9.63B | $8.67B | $8.43B | $7.59B | $7.20B | $6.92B | $3.87B | $3.82B | |
| Accounts Payable | $572M | $574M | $726M | $852M | $635M | $573M | $544M | $672M | $548M | $434M | $338M | $378M | |
| Accrued Liabilities | $715M | $760M | $663M | $1.05B | $735M | $570M | $539M | $659M | $613M | $405M | $246M | $288M | |
| Current Liabilities | $1.29B | $1.33B | $2.18B | $2.06B | $1.54B | $1.67B | $1.82B | $1.47B | $1.41B | $1.50B | $1.24B | $1.04B | |
| Capital Leases | $214M | $245M | $231M | $246M | $142M | $116M | $88M | · | · | · | · | · | |
| Deferred Tax | $42M | $38M | $39M | $34M | $43M | $57M | $60M | $55M | $55M | $289M | $17M | · | |
| Other Non-current Liabilities | $498M | $536M | $627M | $607M | $511M | $418M | $346M | $242M | $226M | $186M | $131M | $152M | |
| Total Liabilities | $4.83B | $5.28B | $5.41B | $5.77B | $5.02B | $5.11B | $5.10B | $4.39B | $4.39B | $5.05B | $2.24B | $2.17B | |
| Long-term Debt | $2.98B | $3.35B | $3.38B | $3.23B | $3.26B | $3.59B | $3.75B | $2.94B | $3.17B | $3.81B | $1.52B | $1.21B | |
| Total Debt | $2.98B | $3.35B | $3.34B | $3.19B | $3.07B | $3.49B | $3.61B | $2.77B | $2.95B | $3.62B | $1.39B | $1.19B | |
| Common Stock | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | |
| Paid-in Capital | $5.54B | $5.37B | $5.21B | $4.67B | $4.63B | $4.13B | $3.81B | $3.70B | $3.59B | $3.47B | $3.42B | $3.28B | |
| Retained Earnings | $8.24B | $8.12B | $6.55B | $4.36B | $2.44B | $1.43B | $1.19B | $980M | $352M | $-527M | $-709M | $-916M | |
| Treasury Stock | $6.06B | $4.64B | $3.94B | $2.83B | $2.45B | $1.97B | $1.65B | $1.48B | $1.13B | $1.08B | $1.07B | $703M | |
| AOCI | $-56M | $-62M | $-45M | $-23M | $-41M | $-58M | $-54M | $-38M | $-41M | $-50M | $-42M | $-42M | |
| Stockholders' Equity | $7.67B | $8.80B | $7.78B | $6.19B | $4.59B | $3.54B | $3.30B | $3.17B | $2.78B | $1.82B | $1.61B | $1.63B | |
| Liabilities + Equity | $12.52B | $14.09B | $13.22B | $11.98B | $9.63B | $8.67B | $8.43B | $7.59B | $7.20B | $6.92B | $3.87B | $3.82B | |
| Shares Outstanding | 396,740,551 | 622,655,553 | 616,281,996 | 608,367,713 | 603,044,079 | 570,766,439 | 565,562,607 | 413,834,227 | 425,118,194 | 418,941,713 | 412,039,805 | 434,100,017 |
Fluxo de Caixa
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $686M | $643M | $610M | $552M | $597M | $625M | $593M | $509M | $482M | $364M | $358M | $269M | |
| Stock-based Comp | $144M | $136M | $121M | $101M | $101M | $68M | $79M | $78M | $70M | $56M | $47M | $46M | |
| Amort. of Intangibles | $44M | $52M | $51M | $81M | $99M | $120M | $115M | $112M | $124M | $105M | $136M | $68M | |
| Restructuring | · | · | · | $11M | $68M | $52M | $25M | $4M | $10M | $33M | $11M | $28M | |
| Other Non-cash | $808M | $-445M | $-937M | $78M | $74M | $-43M | $-190M | $60M | $-268M | $-21M | $-140M | $-23M | |
| Operating Cash Flow | $1.76B | $1.91B | $1.98B | $2.63B | $1.78B | $884M | $695M | $1.27B | $1.09B | $581M | $471M | $481M | |
| CapEx | $341M | $694M | $1.54B | $1.04B | $445M | $384M | $535M | $515M | $388M | $211M | $271M | $204M | |
| Investing Cash Flow | $-538M | $-1.01B | $-1.74B | $-705M | $-915M | $-454M | $-1.51B | $-549M | $-365M | $-2.44B | $-264M | $-566M | |
| Net Debt Issued | $-375M | $0 | $-1.72B | $-530M | $-1.27B | $-2.02B | $-594M | $-298M | $-1.83B | $-314M | $-496M | $-91M | |
| Stock Repurchased | $1.38B | $654M | $564M | $260M | $0 | $65M | $139M | $315M | $25M | $0 | $348M | $122M | |
| Net Stock Activity | $-1.38B | $-654M | $-564M | $-260M | $0 | $-65M | $-139M | $-315M | $-25M | $0 | $-348M | $-122M | |
| Financing Cash Flow | $-1.76B | $-684M | $-686M | $-370M | $-569M | $-244M | $623M | $-605M | $-811M | $2.26B | $-100M | $91M | |
| Net Change in Cash | $-544M | $208M | $-448M | $1.56B | $296M | $187M | $-193M | $120M | $-79M | $409M | $106M | $2M | |
| Taxes Paid | · | $348M | $428M | $443M | $88M | $52M | $63M | $53M | $68M | $27M | $20M | $18M | |
| Free Cash Flow | $1.42B | $1.21B | $402M | $1.63B | $1.34B | $501M | $160M | $759M | $707M | $370M | $200M | $277M | |
| Levered FCF | · | · | $337M | $1.55B | $1.22B | $275M | $45M | $652M | $497M | $222M | $153M | $243M |
Lucratividade
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.1% | 45.4% | 47.1% | 49.0% | 40.3% | · | · | 38.1% | 36.7% | 33.2% | 34.1% | 34.3% | |
| Operating Margin | 1.4% | 25.0% | 30.8% | 28.3% | 19.1% | · | · | 14.4% | 12.3% | 6.0% | 7.5% | 7.2% | |
| Net Margin | 2.0% | 22.2% | 26.5% | 22.9% | 15.0% | · | · | 10.7% | 14.6% | 4.7% | 5.9% | 6.0% | |
| Pretax Margin | 2.2% | 25.9% | 30.7% | 28.4% | 17.2% | · | · | 12.8% | 9.9% | 4.6% | 6.3% | 6.1% | |
| EBITDA Margin | 12.8% | 34.0% | 38.1% | 35.0% | 28.0% | · | · | 23.1% | 21.0% | 15.4% | 17.7% | 15.7% | |
| ROA | 0.91% | 11.5% | 17.3% | 17.6% | 11.0% | 2.7% | 2.6% | 8.5% | 11.5% | 3.4% | 5.4% | 5.3% | |
| ROE | 1.5% | 19.0% | 31.3% | 35.3% | 24.9% | 6.9% | 6.5% | 21.1% | 35.2% | 10.6% | 12.8% | 12.2% | |
| ROIC | 0.74% | 12.5% | 19.7% | 20.3% | 14.7% | 6.6% | 4.8% | 11.9% | 17.6% | 4.4% | 8.3% | 8.1% |
Liquidez e Solvência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.5 | 5.1 | 2.7 | 2.8 | 2.5 | 1.9 | 1.7 | 2.2 | 2.1 | 1.9 | 1.5 | 1.7 | |
| Quick Ratio | 2.7 | 3.1 | 1.6 | 1.8 | 1.4 | 1.0 | 0.9 | 1.2 | 1.2 | 1.1 | 0.8 | 0.9 | |
| Debt / Equity | 0.4 | 0.4 | 0.4 | 0.5 | 0.7 | 1.0 | 1.1 | 0.9 | 1.1 | 2.0 | 0.9 | 0.7 | |
| LT Debt / Equity | 0.4 | 0.4 | 0.3 | 0.5 | 0.6 | 0.8 | 0.9 | 0.8 | 1.0 | 1.7 | 0.5 | 0.6 | |
| Interest Coverage | · | · | 33.9 | 24.9 | 9.9 | 2.1 | 2.9 | 6.6 | 4.8 | 1.6 | 5.3 | 6.7 |
Eficiência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.7 | 0.8 | 0.7 | · | · | 0.8 | 0.8 | 0.7 | 0.9 | 0.9 | |
| Inventory Turnover | 1.9 | 1.8 | 2.3 | 2.8 | 3.1 | 2.8 | 2.9 | 3.1 | 3.3 | 2.9 | 3.1 | 3.1 | |
| Receivables Turnover | 5.8 | 6.8 | 9.3 | 10.1 | 9.1 | · | · | 8.5 | 8.3 | 7.4 | 8.3 | 7.9 |
Por Ação
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $19.34 | $20.80 | $18.25 | $14.33 | $10.60 | $8.59 | $8.03 | $7.66 | $6.54 | $4.35 | $3.90 | $3.75 | |
| Revenue / Share | $14.56 | $16.37 | $18.47 | $18.58 | $15.19 | · | · | $13.49 | $12.94 | $9.30 | $8.17 | $7.13 | |
| Cash Flow / Share | $4.27 | $4.41 | $4.43 | $5.87 | $4.02 | $2.11 | $1.67 | $2.92 | $2.55 | $1.38 | $1.10 | $1.09 | |
| Cash / Share | $5.41 | $6.36 | $5.82 | $6.76 | $3.13 | $2.62 | $2.17 | $2.58 | $2.23 | $2.45 | $1.50 | $1.18 | |
| EPS (TTM) | $0.29 | $3.63 | $4.89 | $4.25 | $2.27 | $0.56 | $0.51 | $1.44 | $1.89 | $0.43 | $0.48 | $0.43 |
Taxas de Crescimento
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -15.3% | -14.2% | -0.88% | 23.5% | 28.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -10.4% | 1.7% | 16.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -92.0% | -25.8% | 15.1% | 87.2% | 305.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -59.1% | 16.9% | 105.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -12.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -92.3% | -28.0% | 14.8% | 88.4% | 331.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -60.1% | 15.9% | 110.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -12.4% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.00B | $7.08B | $8.25B | $8.33B | $6.74B | $5.25B | $5.52B | $5.88B | $5.54B | $3.91B | $3.50B | $3.16B | |
| Net Income TTM | $121M | $1.57B | $2.18B | $1.90B | $1.01B | $234M | $212M | $627M | $811M | $182M | $206M | $190M | |
| Market Cap | $21.48B | $26.67B | $35.62B | $26.94B | $29.37B | $13.48B | $10.03B | $6.83B | $8.90B | $5.35B | $4.04B | $4.40B | |
| Enterprise Value | $21.92B | $27.02B | $36.47B | $27.21B | $31.10B | $15.89B | $12.75B | $8.53B | $10.90B | $7.94B | $4.81B | $5.07B | |
| P/E | 186.7 | 17.4 | 17.1 | 14.7 | 29.9 | 58.4 | 47.8 | 11.5 | 11.1 | 29.7 | 20.4 | 23.6 | |
| P/S | 3.6 | 3.8 | 4.3 | 3.2 | 4.4 | 2.6 | 1.8 | 1.2 | 1.6 | 1.4 | 1.2 | 1.4 | |
| P/B | 2.8 | 3.0 | 4.6 | 4.4 | 6.4 | 3.8 | 3.0 | 2.2 | 3.2 | 2.9 | 2.5 | 2.7 | |
| P / Tangible Book | 3.8 | 3.8 | 6.0 | 6.3 | 13.6 | 9.6 | · | · | · | · | · | · | |
| P / Cash Flow | 12.2 | 14.0 | 18.0 | 10.2 | 16.5 | 15.2 | 14.4 | 5.4 | 8.1 | 9.2 | 8.6 | 9.1 | |
| P / FCF | 15.1 | 22.0 | 88.6 | 16.5 | 22.0 | 26.9 | 62.6 | 9.0 | 12.6 | 14.4 | 20.2 | 15.9 | |
| EV / EBITDA | 28.5 | 11.2 | 11.6 | 9.3 | 16.5 | 16.3 | 12.4 | 6.3 | 9.4 | 13.2 | 7.8 | 10.2 | |
| EV / FCF | 15.4 | 22.3 | 90.7 | 16.7 | 23.3 | 31.7 | 79.6 | 11.2 | 15.4 | 21.4 | 24.1 | 18.3 | |
| EV / Revenue | 3.7 | 3.8 | 4.4 | 3.3 | 4.6 | 3.0 | 2.3 | 1.5 | 2.0 | 2.0 | 1.4 | 1.6 | |
| Earnings Yield | 0.54% | 5.8% | 5.9% | 6.8% | 3.3% | 1.7% | 2.1% | 8.7% | 9.0% | 3.4% | 4.9% | 4.2% |
Demonstração de Resultados
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.60B | $1.51B | $1.53B | $1.47B | $1.45B | $1.72B | $1.76B | $1.74B | $1.86B | $2.02B | $2.18B | $2.09B | $1.96B | $2.10B | $2.19B | |
| Cost of Revenue | $987M | $930M | $979M | $917M | $1.15B | $943M | $962M | $951M | $1.01B | $1.08B | $1.15B | $1.10B | $1.04B | $1.08B | $1.13B | |
| Gross Profit | $616M | $583M | $551M | $552M | $294M | $779M | $799M | $784M | $854M | $942M | $1.03B | $993M | $918M | $1.02B | $1.06B | |
| SG&A Expense | $102M | $89M | $86M | $91M | $84M | $100M | $96M | $85M | $95M | $89M | $111M | $87M | $76M | $97M | $85M | |
| Operating Expenses | $358M | $636M | $351M | $358M | $868M | $370M | $354M | $396M | $328M | $330M | $344M | $319M | $353M | $316M | $634M | |
| Operating Income | $259M | $-53M | $200M | $193M | $-574M | $409M | $445M | $388M | $525M | $612M | $687M | $675M | $565M | $704M | $424M | |
| Interest Expense | · | · | · | · | · | · | · | · | $16M | · | $16M | $16M | $26M | · | $24M | |
| Interest Income | $17M | $18M | $21M | $25M | $27M | $28M | $29M | $27M | $28M | $26M | $26M | $24M | $17M | $9M | $5M | |
| Other Non-op | $9M | $4M | $14M | $2M | $4M | $21M | $-4M | $2M | $1M | $-12M | $1M | $-1M | $5M | $12M | $900.0K | |
| Pretax Income | · | · | · | · | · | · | · | · | · | · | · | $682M | $546M | $763M | $407M | |
| Income Tax | $43M | $-12M | $35M | $30M | $-76M | $63M | $52M | $64M | $84M | $48M | $115M | $104M | $84M | $159M | $95M | |
| Net Income | $227M | $-33M | $182M | $170M | $-486M | $380M | $402M | $338M | $453M | $563M | $583M | $577M | $462M | $604M | $312M | |
| EPS (Basic) | $0.58 | $-0.08 | $0.44 | $0.41 | $-1.15 | $0.89 | $0.94 | $0.79 | $1.06 | $1.31 | $1.35 | $1.34 | $1.07 | $1.40 | $0.72 | |
| EPS (Diluted) | $0.56 | $-0.08 | $0.44 | $0.41 | $-1.15 | $0.88 | $0.93 | $0.78 | $1.04 | $1.28 | $1.29 | $1.29 | $1.03 | $1.35 | $0.70 | |
| Shares (Basic) | 390,300,000 | 394,100,000 | · | 414,600,000 | 421,300,000 | · | 427,000,000 | 429,100,000 | 428,100,000 | · | 431,200,000 | 431,700,000 | 431,900,000 | · | 432,900,000 | |
| Shares (Diluted) | 404,400,000 | 394,100,000 | · | 414,900,000 | 421,300,000 | · | 431,700,000 | 433,200,000 | 436,500,000 | · | 450,700,000 | 448,700,000 | 448,500,000 | · | 448,700,000 | |
| EBITDA | $259M | $233M | · | $193M | $-406M | · | $445M | $388M | $680M | · | $687M | $675M | $710M | · | $424M |
Balanço Patrimonial
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.51B | $2.00B | $2.15B | $2.53B | $2.76B | $2.69B | $2.47B | $2.23B | $2.61B | $2.48B | $2.68B | $2.62B | $2.70B | $2.92B | $2.45B | |
| Short-term Investments | $350M | $400M | $400M | $300M | $250M | $300M | $300M | $450M | · | · | · | · | · | · | · | |
| Receivables | $897M | $863M | $908M | $927M | $825M | $1.16B | $1.07B | $887M | $873M | · | $958M | $944M | $881M | · | $857M | |
| Inventory | $2.05B | $2.05B | $1.99B | $2.09B | $2.08B | $2.24B | $2.24B | $2.22B | $2.15B | · | $2.08B | $1.96B | $1.81B | · | $1.58B | |
| Other Current Assets | $441M | $420M | $353M | $447M | $365M | $353M | $461M | $532M | $514M | · | $363M | $399M | $318M | · | $292M | |
| Current Assets | $7.28B | $5.78B | $5.82B | $6.35B | $6.33B | $6.75B | $6.54B | $6.33B | $6.15B | · | $6.09B | $5.93B | $5.72B | · | $5.31B | |
| PP&E (Net) | $2.92B | $3.04B | $3.37B | $3.71B | $3.84B | $4.36B | $4.38B | $4.37B | $4.38B | · | $4.31B | $3.99B | $3.69B | · | $2.76B | |
| PP&E (Gross) | · | · | $7.54B | $7.78B | $7.83B | $8.32B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $4.17B | $4.06B | $3.99B | $3.96B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.69B | $1.68B | $1.68B | $1.64B | $1.64B | $1.59B | $1.59B | $1.58B | $1.58B | · | $1.58B | $1.58B | $1.58B | · | $1.60B | |
| Intangibles | $329M | $332M | $344M | $297M | $309M | $258M | $273M | $275M | $289M | · | $313M | $326M | $340M | · | $374M | |
| Other Non-current Assets | $247M | $254M | $356M | $327M | $351M | $360M | $367M | $388M | $392M | · | $369M | $390M | $429M | · | $645M | |
| Total Assets | $13.49B | $12.01B | $12.52B | $13.13B | $13.25B | $14.09B | $13.92B | $13.66B | $13.48B | · | $13.28B | $12.76B | $12.27B | · | $11.10B | |
| Accounts Payable | $498M | $486M | $572M | $474M | $497M | $574M | $598M | $618M | $666M | · | $911M | $908M | $976M | · | $792M | |
| Accrued Liabilities | $801M | $699M | $715M | $790M | $781M | $760M | $734M | $684M | $678M | · | $665M | $654M | $666M | · | $767M | |
| Current Liabilities | $2.10B | $1.19B | $1.29B | $1.26B | $1.28B | $1.33B | $2.13B | $2.10B | $2.14B | · | $2.49B | $2.48B | $2.58B | · | $1.76B | |
| Capital Leases | $202M | $208M | $214M | $226M | $251M | $245M | $251M | $249M | $234M | · | $227M | $233M | $245M | · | $203M | |
| Deferred Tax | $47M | $46M | $42M | $40M | $46M | $38M | $43M | $40M | $37M | · | $35M | $38M | $37M | · | $30M | |
| Other Non-current Liabilities | $418M | $452M | $498M | $486M | $511M | $536M | $579M | $595M | $599M | · | $685M | $677M | $629M | · | $586M | |
| Total Liabilities | $6.25B | $4.69B | $4.83B | $5.17B | $5.21B | $5.28B | $5.32B | $5.30B | $5.34B | · | $5.78B | $5.76B | $5.81B | · | $5.42B | |
| Long-term Debt | $4.50B | $3.00B | $2.98B | $3.38B | $3.38B | $3.35B | $3.38B | $3.38B | $3.38B | · | $3.50B | $3.50B | $3.51B | · | $3.25B | |
| Total Debt | · | · | · | · | · | · | $3.34B | $3.34B | $3.34B | · | $3.45B | $3.45B | $3.46B | · | $3.21B | |
| Common Stock | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | · | $6M | $6M | $6M | · | $6M | |
| Paid-in Capital | $5.63B | $5.58B | $5.54B | $5.45B | $5.41B | $5.37B | $5.32B | $5.28B | $5.24B | · | $4.75B | $4.71B | $4.63B | · | $4.60B | |
| Retained Earnings | $8.44B | $8.21B | $8.24B | $7.81B | $7.63B | $8.12B | $7.74B | $7.34B | $7.00B | · | $5.99B | $5.40B | $4.83B | · | $3.76B | |
| Treasury Stock | $6.79B | $6.43B | $6.06B | $5.27B | $4.97B | $4.64B | $4.44B | $4.23B | $4.08B | · | $3.21B | $3.10B | $2.99B | · | $2.69B | |
| AOCI | $-67M | $-62M | $-56M | $-50M | $-56M | $-62M | $-49M | $-57M | $-52M | · | $-45M | $-37M | $-30M | · | $-23M | |
| Stockholders' Equity | $7.22B | $7.30B | $7.67B | $7.94B | $8.03B | $8.80B | $8.58B | $8.34B | $8.12B | · | $7.48B | $6.98B | $6.45B | · | $5.66B | |
| Liabilities + Equity | $13.49B | $12.01B | $12.52B | $13.13B | $13.25B | $14.09B | $13.92B | $13.66B | $13.48B | · | $13.28B | $12.76B | $12.27B | · | $11.10B | |
| Shares Outstanding | 389,290,999 | 391,871,484 | 396,740,551 | 411,204,213 | 417,866,634 | 422,955,173 | 425,645,765 | 428,217,874 | 429,934,333 | 616,281,996 | 430,594,632 | 431,520,606 | 431,851,090 | 608,367,713 | 432,406,805 |
Fluxo de Caixa
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | $287M | $215M | · | $168M | $167M | $162M | $160M | $155M | $160M | $155M | $149M | $145M | $133M | $140M | |
| Stock-based Comp | · | $37M | $38M | · | $34M | $38M | $33M | $32M | $33M | $31M | $31M | $32M | $28M | $24M | $27M | |
| Amort. of Intangibles | $10M | $10M | $11M | $11M | $11M | $14M | $13M | $13M | $13M | $12M | $12M | $12M | $15M | $16M | $22M | |
| Restructuring | $13M | $20M | · | · | $61M | · | · | · | · | · | $9M | $3M | $36M | · | $13M | |
| Other Non-cash | · | $-52M | · | · | $886M | · | · | · | $-142M | · | · | · | $-226M | · | · | |
| Operating Cash Flow | · | $239M | $554M | · | $602M | $580M | $466M | $362M | $499M | $611M | $567M | $391M | $409M | $731M | $1.00B | |
| CapEx | · | $22M | $69M | · | $148M | $157M | $160M | $153M | $234M | $354M | $433M | $431M | $322M | $373M | $271M | |
| Investing Cash Flow | · | $-17M | $-51M | · | $-215M | $-152M | $-32M | $-591M | $-235M | $-385M | $-407M | $-384M | $-562M | $-142M | $-264M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | $0 | · | · | · | $-1.21B | · | · | |
| Stock Repurchased | · | $346M | $450M | · | $300M | $204M | $200M | $150M | $100M | $300M | $100M | $60M | $104M | $93M | $77M | |
| Net Stock Activity | · | $-346M | · | · | $-300M | · | · | · | $-100M | · | · | · | $-104M | · | · | |
| Financing Cash Flow | · | $-366M | $-824M | · | $-318M | $-203M | $-197M | $-153M | $-131M | $-432M | $-101M | $-90M | $-63M | $-130M | $-80M | |
| Net Change in Cash | · | $-144M | $-325M | · | $72M | $221M | $239M | $-384M | $132M | $-206M | $58M | $-83M | $-216M | $461M | $658M | |
| Taxes Paid | · | $47M | · | · | $22M | $53M | $49M | $221M | $24M | $101M | $100M | $192M | $35M | $114M | $127M | |
| Free Cash Flow | · | $217M | · | · | $455M | · | · | · | $276M | · | · | · | $87M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | $65M | · | · |
Lucratividade
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 38.4% | 38.5% | · | 37.6% | 20.3% | · | 45.4% | 45.2% | 45.8% | · | 47.3% | 47.4% | 46.8% | · | 48.3% | |
| Operating Margin | 16.1% | -3.5% | · | 13.2% | -39.7% | · | 25.3% | 22.4% | 28.2% | · | 31.5% | 32.2% | 28.8% | · | 19.4% | |
| Net Margin | 14.1% | -2.2% | · | 11.6% | -33.6% | · | 22.8% | 19.5% | 24.3% | · | 26.7% | 27.5% | 23.6% | · | 14.2% | |
| Pretax Margin | · | · | · | · | · | · | · | · | · | · | · | 32.5% | 27.9% | · | 18.6% | |
| EBITDA Margin | 16.1% | 15.4% | · | 13.2% | -28.1% | · | 25.3% | 22.4% | 36.5% | · | 31.5% | 32.2% | 36.2% | · | 19.4% | |
| ROA | · | · | · | · | · | · | 2.9% | 2.6% | 3.5% | · | 4.8% | 4.9% | 4.1% | · | 3.1% | |
| ROE | · | · | · | · | · | · | 5.0% | 4.4% | 6.2% | · | 8.9% | 9.3% | 8.1% | · | 6.4% | |
| ROIC | · | · | · | · | · | · | · | · | · | · | · | 5.5% | 4.8% | · | 3.7% |
Liquidez e Solvência
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | · | 3.1 | 3.0 | 2.9 | · | 2.4 | 2.4 | 2.2 | · | 3.0 | |
| Quick Ratio | · | · | · | · | · | · | 1.8 | 1.7 | 1.6 | · | 1.5 | 1.4 | 1.4 | · | 1.9 | |
| Debt / Equity | · | · | · | · | · | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | |
| LT Debt / Equity | · | · | · | · | · | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.4 | · | 0.5 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 33.7 | · | 42.4 | 41.1 | 21.4 | · | 17.9 |
Eficiência
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | · | · | · | · | · | · | 0.4 | 0.5 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.8 | |
| Receivables Turnover | · | · | · | · | · | · | 1.7 | 1.9 | 2.1 | · | 2.4 | 2.0 | 2.2 | · | 2.8 |
Por Ação
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | · | · | $20.17 | $19.47 | $18.90 | · | $17.38 | $16.18 | $14.93 | · | $13.08 | |
| Revenue / Share | $3.97 | $3.84 | · | $3.54 | $3.43 | · | $4.08 | $4.01 | $4.27 | · | $4.84 | $4.67 | $4.37 | · | $4.89 | |
| Cash Flow / Share | · | $0.61 | · | · | $1.43 | · | · | · | $1.14 | · | · | · | $0.91 | · | · | |
| Cash / Share | · | · | · | · | · | · | $5.80 | $5.21 | $6.08 | · | $6.22 | $6.08 | $6.26 | · | $5.67 | |
| EPS (TTM) | $1.55 | $1.40 | · | $1.07 | $1.44 | · | $4.03 | $4.39 | $4.90 | · | $4.96 | $4.37 | $4.10 | · | $3.85 |
Avaliação (TTM)
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.20B | $6.06B | · | $6.40B | $6.67B | · | $7.38B | $7.80B | $8.16B | · | $8.34B | $8.35B | $8.34B | · | $8.07B | |
| Net Income TTM | $630M | $574M | · | $466M | $634M | · | $1.76B | $1.94B | $2.17B | · | $2.23B | $1.95B | $1.83B | · | $1.72B | |
| Market Cap | · | · | · | · | · | · | $31.66B | $29.35B | $31.62B | · | $40.02B | $40.81B | $35.55B | · | $26.95B | |
| Enterprise Value | · | · | · | · | · | · | $32.24B | $30.01B | $32.35B | · | $40.80B | $41.64B | $36.31B | · | $27.71B | |
| P/E | 58.9 | 44.4 | · | 52.9 | 23.4 | · | 18.5 | 15.6 | 15.0 | · | 18.7 | 21.6 | 20.1 | · | 16.2 | |
| P/S | 5.7 | · | · | 3.6 | · | · | 4.3 | 3.8 | 3.9 | · | 4.8 | 4.9 | 4.3 | · | 3.3 | |
| P/B | · | · | · | · | · | · | 3.7 | 3.5 | 3.9 | · | 5.3 | 5.8 | 5.5 | · | 4.8 | |
| P / Tangible Book | · | · | · | · | · | · | 4.7 | 4.5 | 5.1 | · | 7.2 | 8.0 | 7.8 | · | 7.3 | |
| P / Cash Flow | · | · | · | · | · | · | · | · | 63.4 | · | · | · | 86.9 | · | · | |
| EV / Revenue | 5.8 | · | · | 3.7 | · | · | 4.4 | 3.8 | 4.0 | · | 4.9 | 5.0 | 4.4 | · | 3.4 | |
| Earnings Yield | 1.7% | 2.2% | · | 1.9% | 4.3% | · | 5.4% | 6.4% | 6.7% | · | 5.3% | 4.6% | 5.0% | · | 6.2% |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $6.00B | $7.08B | $8.25B | $8.33B | $6.74B |
| Margem Bruta % | 33.1% | 45.4% | 47.1% | 49.0% | 40.3% |
| Margem Operacional % | 1.4% | 25.0% | 30.8% | 28.3% | 19.1% |
| Lucro líquido | $121M | $1.57B | $2.18B | $1.90B | $1.01B |
| EPS Diluído | $0.29 | $3.63 | $4.89 | $4.25 | $2.27 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.4 | 0.4 | 0.4 | 0.5 | 0.7 |
| Índice de liquidez corrente | 4.5 | 5.1 | 2.7 | 2.8 | 2.5 |
| Índice de Liquidez Seca | 2.7 | 3.1 | 1.6 | 1.8 | 1.4 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $1.42B | $1.21B | $402M | $1.63B | $1.34B |
Investidores institucionais (13F) 1.125 declarantes · $42.4B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 259 (+90 vs trimestre anterior) | 59 (-28 vs trimestre anterior) | 335 (+43 vs trimestre anterior) | 344 (+44 vs trimestre anterior) | +3.0M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| FMR LLC | $5.358.469.799 | 56.679.393 | 12,63% | Ações |
| BlackRock, Inc. | $3.874.319.026 | 40.980.739 | 9,13% | Ações |
| VANGUARD GROUP INC | $2.765.248.430 | 51.066.453 | 6,52% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.421.774.078 | 25.616.396 | 5,71% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.856.702.353 | 19.639.331 | 4,38% | Ações |
| STATE STREET CORP | $1.754.402.888 | 18.557.255 | 4,14% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $1.023.514.972 | 10.836.563 | 2,41% | Ações |
| JPMORGAN CHASE & CO | $897.147.867 | 10.129.250 | 2,12% | Ações |
| JANUS HENDERSON GROUP PLC | $848.392.500 | 13.700.884 | 2,00% | Ações |
| GOLDMAN SACHS GROUP INC | $744.774.912 | 7.877.881 | 1,76% | Ações |
| NORGES BANK | $742.824.510 | 7.857.251 | 1,75% | Ações |
| BANK OF AMERICA CORP /DE/ | $593.275.841 | 6.275.395 | 1,40% | Ações |
| MORGAN STANLEY | $559.414.604 | 5.917.224 | 1,32% | Ações |
| AMERIPRISE FINANCIAL INC | $532.492.426 | 5.632.321 | 1,26% | Ações |
| VAN ECK ASSOCIATES CORP | $486.251.647 | 5.143.343 | 1,15% | Ações |
| Amundi | $477.747.920 | 5.053.243 | 1,13% | Ações |
| Invesco Ltd. | $462.144.207 | 4.888.346 | 1,09% | Ações |
| Jericho Capital Asset Management L.P. | $461.472.146 | 4.881.237 | 1,09% | Ações |
| Pictet Asset Management Holding SA | $400.389.910 | 4.236.710 | 0,94% | Ações |
| JANE STREET GROUP, LLC | $398.107.940 | 4.211.000 | 0,94% | Opção de compra |
| TWO SIGMA INVESTMENTS, LP | $384.641.662 | 4.068.560 | 0,91% | Ações |
| CITIGROUP INC | $360.863.623 | 3.817.047 | 0,85% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $351.660.438 | 3.719.700 | 0,83% | Opção de compra |
| Rafferty Asset Management, LLC | $350.257.653 | 3.704.862 | 0,83% | Ações |
| BARCLAYS PLC | $347.632.845 | 3.677.098 | 0,82% | Ações |
| BAILLIE GIFFORD & CO | $323.693.616 | 3.423.880 | 0,76% | Ações |
| NORTHERN TRUST CORP | $312.725.556 | 3.307.865 | 0,74% | Ações |
| Allspring Global Investments Holdings, LLC | $290.156.777 | 3.066.224 | 0,68% | Ações |
| JANE STREET GROUP, LLC | $286.433.226 | 3.029.757 | 0,68% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $281.096.822 | 2.973.956 | 0,66% | Ações |
| Legal & General Group Plc | $273.511.684 | 2.893.079 | 0,64% | Ações |
| Assenagon Asset Management S.A. | $265.450.168 | 2.807.808 | 0,63% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $257.555.606 | 2.724.303 | 0,61% | Ações |
| JANE STREET GROUP, LLC | $257.054.260 | 2.719.000 | 0,61% | Opção de venda |
| DEUTSCHE BANK AG\ | $234.820.909 | 2.483.826 | 0,55% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $225.610.256 | 23.864 | 0,53% | Opção de compra |
| EARNEST PARTNERS LLC | $218.668.089 | 2.312.969 | 0,52% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $216.920.249 | 3.503.234 | 0,51% | Ações |
| UBS Group AG | $214.849.052 | 2.272.573 | 0,51% | Ações |
| Bank of New York Mellon Corp | $210.594.283 | 2.227.569 | 0,50% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $208.323.428 | 2.203.548 | 0,49% | Ações |
| WELLS FARGO & COMPANY/MN | $189.080.000 | 2.000.000 | 0,45% | Opção de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $185.062.050 | 1.957.500 | 0,44% | Opção de venda |
| CITADEL ADVISORS LLC | $183.046.646 | 1.936.182 | 0,43% | Ações |
| M&G PLC | $181.496.645 | 1.910.491 | 0,43% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $180.856.533 | 1.913.016 | 0,43% | Ações |
| TWO SIGMA ADVISERS, LP | $178.494.699 | 3.296.301 | 0,42% | Ações |
| SEI INVESTMENTS CO | $165.592.785 | 1.751.563 | 0,39% | Ações |
| Robeco Schweiz AG | $162.803.174 | 1.722.056 | 0,38% | Ações |
| NEUBERGER BERMAN GROUP LLC | $162.539.426 | 1.719.266 | 0,38% | Ações |
Ativistas e proprietários de 5%+ 4 participações
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| ON Semiconductor Corporation | 21 de Dezembro de 2009 | · | Declaração inicial | M&A / venda | SEC |
| TPG ON Holdings LLC, TPG Semiconductor Holdings LLC ×12 declarações | 9 de Maio de 2007 | · | Declaração inicial | Estrutura de capital | SEC |
| TPG ON Holdings LLC 2 =====================================================================, TPG Semiconductor Holdings LLC 2 ===================================================================== | 10 de Fevereiro de 2004 | · | Declaração inicial | Estrutura de capital | SEC |
| Pessoa de relato não divulgada | 17 de Setembro de 2001 | · | Declaração inicial | · | 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.
Executivos da empresa 58 insiders · 14 diretores · 13 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Donald A Colvin | Exec VP & CFO | 10 de Agosto de 2012 S | 677.743 | 0 | 0 | $0 |
| Sudhir Gopalswamy | Group President, AMG & ISG | 1 de Outubro de 2026 S | 158.177 | 0 | 2 | $-1.604.948 |
| William John Nelson | Exec VP & COO | 3 de Maio de 2012 F | 704.512 | 0 | 0 | $0 |
| Mamoon Rashid | SVP, Strategic Bus Ventures | 10 de Janeiro de 2017 M | 234.911 | 0 | 0 | $0 |
| Robert Charles Mahoney | Exec VP Sales & Marketing | 7 de Maio de 2013 S | 93.940 | 0 | 0 | $0 |
| Michael Andrew Williams | SVP & GM, Auto & Pwr Grp | 5 de Agosto de 2011 F | 95.478 | 0 | 0 | $0 |
| Gelu Voicu | SVP, Catalyst Group | 2 de Janeiro de 2009 F | 349.890 | 0 | 0 | $0 |
| William George | Executive VP | 5 de Março de 2008 F | 81.930 | 0 | 0 | $0 |
| Thomas Benton Kettlewell | SVP & GM Dig & Cons Prods Grp | 5 de Março de 2007 A | 11.400 | 0 | 0 | $0 |
| Peter Green | SVP, Consumer & Dig Prods Grp | 5 de Junho de 2006 A | 17.500 | 0 | 0 | $0 |
| Larry W Sims | Senior Vice President | 17 de Fevereiro de 2005 A | · | 0 | 0 | $0 |
| Ramesh Ramchandani | Vice President | 5 de Fevereiro de 2004 A | · | 0 | 0 | $0 |
| Michael Heitzman | Vice President | 5 de Fevereiro de 2004 A | · | 0 | 0 | $0 |
| Charlotte Diener | Vice President | 5 de Fevereiro de 2004 A | · | 0 | 0 | $0 |
| Paul Anthony Mascarenas | Conselheiro | 2 de Outubro de 2026 A | 57.716 | 0 | 0 | $0 |
| Daniel J Mccranie | Conselheiro | 17 de Fevereiro de 2017 S | 181.679 | 0 | 0 | $0 |
| Bernard L Han | Conselheiro | 2 de Junho de 2014 A | 71.483 | 0 | 0 | $0 |
| Phillip D Hester | Conselheiro | 3 de Junho de 2013 A | 63.024 | 0 | 0 | $0 |
| Robert Henry Smith | Conselheiro | 6 de Junho de 2011 A | 97.805 | 0 | 0 | $0 |
| Francis P Barton | Conselheiro | 7 de Março de 2011 A | 57.463 | 0 | 0 | $0 |
| Christine King | Conselheiro | 8 de Agosto de 2008 M | 129.449 | 0 | 0 | $0 |
| Kevin R Burns | Conselheiro | 5 de Março de 2007 A | 21.000 | 0 | 0 | $0 |
| John W Marren | Conselheiro | 5 de Março de 2007 A | 21.000 | 0 | 0 | $0 |
| Justin T Chang | Conselheiro | 5 de Março de 2007 A | 21.000 | 0 | 0 | $0 |
| Richard W Boyce | Conselheiro | 5 de Março de 2007 A | 219.575 | 0 | 0 | $0 |
| Jerome N Gregoire | Conselheiro | 5 de Março de 2007 A | 31.000 | 0 | 0 | $0 |
| FRANKE WILLIAM A | Conselheiro | 5 de Fevereiro de 2004 A | · | 0 | 0 | $0 |
| TPG ADVISORS II INC | Detentor de 10% | 7 de Maio de 2007 S | 1.238.000 | 0 | 0 | $0 |
| Christine Y Yan | · | 14 de Maio de 2026 A | 48.655 | 0 | 0 | $0 |
| Thomas Deitrich | · | 14 de Maio de 2026 A | 26.060 | 0 | 0 | $0 |
| Gregory L Waters | · | 14 de Maio de 2026 A | 24.524 | 0 | 0 | $0 |
| Susan K Carter | · | 14 de Maio de 2026 A | 25.638 | 0 | 0 | $0 |
| Bruce E Kiddoo | · | 14 de Maio de 2026 A | 19.216 | 0 | 0 | $0 |
| Trent Thad | · | 24 de Abril de 2026 S | 271.194 | 0 | 8 | $-13.563.893 |
| Simon Keeton | · | 21 de Fevereiro de 2026 F | 214.123 | 0 | 3 | $-4.675.837 |
| Hassane El-Khoury | · | 21 de Fevereiro de 2026 F | 1.054.123 | 0 | 2 | $-1.460.454 |
| Alan Campbell | · | 12 de Junho de 2025 S | 84.689 | 0 | 0 | $0 |
| Christina Lampe-Onnerud | · | 16 de Maio de 2024 A | 4.684 | 0 | 0 | $0 |
| Atsushi Abe | · | 16 de Maio de 2024 A | 176.886 | 0 | 0 | $0 |
| Ross Jatou | · | 20 de Fevereiro de 2024 F | 112.730 | 0 | 0 | $0 |
| Bernard Raymond Colpitts JR | · | 12 de Setembro de 2023 S | 31.045 | 0 | 0 | $0 |
| Robert Tong | · | 2 de Março de 2023 F | 60.143 | 0 | 0 | $0 |
| Gilles Delfassy | · | 26 de Maio de 2022 A | 55.667 | 0 | 0 | $0 |
| Vince Craig Hopkin | · | 10 de Maio de 2022 S | 169.073 | 0 | 0 | $0 |
| George H Cave | · | 8 de Setembro de 2021 S | 200.975 | 0 | 0 | $0 |
| Paul E Rolls | · | 9 de Abril de 2021 S | 179.446 | 0 | 0 | $0 |
| Emmanuel T Hernandez | · | 9 de Março de 2021 S | 25.000 | 0 | 0 | $0 |
| William A. Schromm | · | 13 de Novembro de 2020 S | 489.025 | 0 | 0 | $0 |
| Bernard Gutmann | · | 10 de Novembro de 2020 S | 555.242 | 0 | 0 | $0 |
| Keith D Jackson | · | 15 de Outubro de 2020 S | 2.168.458 | 0 | 0 | $0 |
| Daryl Ostrander | · | 17 de Março de 2020 S | 47.225 | 0 | 0 | $0 |
| Taner Ozcelik | · | 6 de Março de 2020 F | 171.507 | 0 | 0 | $0 |
| Teresa Ressel | · | 3 de Junho de 2019 A | 260.205 | 0 | 0 | $0 |
| Curtis J Crawford | · | 3 de Junho de 2019 A | 239.380 | 0 | 0 | $0 |
| William Hall | · | 15 de Novembro de 2018 S | 400.015 | 0 | 0 | $0 |
| Robert A. Klosterboer | · | 14 de Março de 2018 S | 363.030 | 0 | 0 | $0 |
| William R Bradford | · | 23 de Março de 2006 A | 31.500 | 0 | 0 | $0 |
| TPG ADVISORS INC | · | 3 de Fevereiro de 2004 S | 111.999.433 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 135 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| PSI · Invesco Exchange-Traded Fund Trust | 2,62% | 978.058 SH | 2 de Outubro de 2026 | Diário |
| EPMV · Harbor ETF Trust | 2,61% | 1.496 NS | 31 de Julho de 2026 | N-PORT |
| NRSH · Tidal Trust I | 2,53% | 9.321 NS | 31 de Julho de 2026 | N-PORT |
| CHPY · Tidal Trust II | 1,77% | 221.943 NS | 31 de Julho de 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1,71% | 1.005 NS | 31 de Julho de 2026 | N-PORT |
| SOXY · Tidal Trust II | 1,69% | 13.285 NS | 31 de Julho de 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 1,56% | 230.061 SH | 2 de Outubro de 2026 | Diário |
| SOXX · iShares Trust | 1,52% | 9.361.870 SH | 11 de Setembro de 2026 | Diário |
| RSPT · Invesco Exchange-Traded Fund Trust | 1,45% | 1.118.730 SH | 2 de Outubro de 2026 | Diário |
| SOXQ · Invesco Exchange-Traded Fund Trust … | 1,27% | 514.462 SH | 2 de Outubro de 2026 | Diário |
| SOXL · Direxion Shares ETF Trust | 1,25% | 2.971.361 NS | 31 de Julho de 2026 | N-PORT |
| SPHB · Invesco Exchange-Traded Fund Trust … | 1,18% | 142.215 SH | 2 de Outubro de 2026 | Diário |
| GRZZ · Tidal Trust II | 1,12% | 4.583 NS | 31 de Julho de 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 1,12% | 3.240 NS | 31 de Julho de 2026 | N-PORT |
| ALTL · Pacer Funds Trust | 0,85% | 9.602 NS | 31 de Julho de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,78% | 164.000 SH | 2 de Outubro de 2026 | Diário |
| BSJS · Invesco Exchange-Traded Self-Indexe… | 0,67% | 5.371.000 | 2 de Outubro de 2026 | Diário |
| VOE · VANGUARD INDEX FUNDS | 0,64% | 2.517.467 SH | 19 de Agosto de 2026 | Diário |
| HIBL · Direxion Shares ETF Trust | 0,57% | 5.277 NS | 31 de Julho de 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 0,57% | 179.911 NS | 31 de Julho de 2026 | N-PORT |
| PALC · Pacer Funds Trust | 0,55% | 14.264 NS | 31 de Julho de 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,44% | 13.307 NS | 31 de Julho de 2026 | N-PORT |
| XT · iShares Trust | 0,44% | 240.903 SH | 11 de Setembro de 2026 | Diário |
| IMCG · iShares Trust | 0,38% | 216.751 SH | 11 de Setembro de 2026 | Diário |
| VO · VANGUARD INDEX FUNDS | 0,36% | 8.492.201 SH | 19 de Agosto de 2026 | Diário |
| VLUE · iShares Trust | 0,34% | 470.147 SH | 11 de Setembro de 2026 | Diário |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0,29% | 674.108 SH | 2 de Outubro de 2026 | Diário |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 15.094 NS | 31 de Julho de 2026 | N-PORT |
| PEXL · Pacer Funds Trust | 0,26% | 1.616 NS | 31 de Julho de 2026 | N-PORT |
| IWS · iShares Trust | 0,26% | 555.238 SH | 11 de Setembro de 2026 | Diário |
| RSP · Invesco Exchange-Traded Fund Trust | 0,23% | 2.749.779 SH | 2 de Outubro de 2026 | Diário |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 70.412 NS | 31 de Julho de 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 23.071 NS | 31 de Julho de 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,22% | 221.754 NS | 31 de Julho de 2026 | N-PORT |
| IWR · iShares Trust | 0,20% | 1.611.464 SH | 11 de Setembro de 2026 | Diário |
| IMCB · iShares Trust | 0,19% | 45.863 SH | 11 de Setembro de 2026 | Diário |
| EUSA · iShares, Inc. | 0,19% | 50.955 SH | 11 de Setembro de 2026 | Diário |
| VGT · VANGUARD WORLD FUND | 0,18% | 3.293.051 SH | 19 de Agosto de 2026 | Diário |
| FTEC · FIDELITY COVINGTON TRUST | 0,17% | 417.777 NS | 31 de Julho de 2026 | N-PORT |
| FFLV · FIDELITY COVINGTON TRUST | 0,16% | 324 NS | 31 de Julho de 2026 | N-PORT |
| XOEF · iShares Trust | 0,16% | 495 SH | 11 de Setembro de 2026 | Diário |
| TECL · Direxion Shares ETF Trust | 0,15% | 95.739 NS | 31 de Julho de 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0,15% | 121.542 NS | 31 de Julho de 2026 | N-PORT |
| VTV · VANGUARD INDEX FUNDS | 0,14% | 3.722.516 SH | 19 de Agosto de 2026 | Diário |
| IYW · iShares Trust | 0,14% | 489.227 SH | 11 de Setembro de 2026 | Diário |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,13% | 90.255 SH | 19 de Agosto de 2026 | Diário |
| SIZE · iShares Trust | 0,12% | 7.563 SH | 11 de Setembro de 2026 | Diário |
| MTUM · iShares Trust | 0,12% | 430.507 SH | 11 de Setembro de 2026 | Diário |
| IGM · iShares Trust | 0,12% | 185.093 SH | 11 de Setembro de 2026 | Diário |
| FBCG · FIDELITY COVINGTON TRUST | 0,12% | 103.665 NS | 31 de Julho de 2026 | N-PORT |
| GARP · iShares Trust | 0,12% | 51.489 SH | 11 de Setembro de 2026 | Diário |
| USXF · iShares Trust | 0,11% | 23.119 SH | 11 de Setembro de 2026 | Diário |
| VEGN · ETF Series Solutions | 0,11% | 2.321 NS | 31 de Julho de 2026 | N-PORT |
| TYLG · Global X Funds | 0,10% | 180 NS | 31 de Julho de 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,10% | 224.814 SH | 19 de Agosto de 2026 | Diário |
| IXN · iShares Trust | 0,10% | 133.092 SH | 11 de Setembro de 2026 | Diário |
| SPTE · SP Funds Trust | 0,10% | 2.501 NS | 31 de Julho de 2026 | N-PORT |
| IVE · iShares Trust | 0,09% | 650.244 SH | 11 de Setembro de 2026 | Diário |
| IQSU · New York Life Investments ETF Trust | 0,09% | 3.634 NS | 31 de Julho de 2026 | N-PORT |
| IUSV · iShares Trust | 0,09% | 343.438 SH | 11 de Setembro de 2026 | Diário |
| ILCG · iShares Trust | 0,09% | 38.102 SH | 11 de Setembro de 2026 | Diário |
| DCOR · Dimensional ETF Trust | 0,08% | 32.410 NS | 31 de Julho de 2026 | N-PORT |
| DSI · iShares Trust | 0,08% | 59.483 SH | 11 de Setembro de 2026 | Diário |
| GLBL · Pacer Funds Trust | 0,07% | 10 NS | 31 de Julho de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 7.206 SH | 2 de Outubro de 2026 | Diário |
| IWD · iShares Trust | 0,07% | 826.547 SH | 11 de Setembro de 2026 | Diário |
| VFMO · VANGUARD WELLINGTON FUND | 0,07% | 15.815 SH | 19 de Agosto de 2026 | Diário |
| ESGG · FlexShares Trust | 0,07% | 931 NS | 31 de Julho de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,06% | 121.588 NS | 31 de Julho de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,06% | 78.661 SH | 2 de Outubro de 2026 | Diário |
| VOO · VANGUARD INDEX FUNDS | 0,06% | 10.177.728 SH | 19 de Agosto de 2026 | Diário |
| VV · VANGUARD INDEX FUNDS | 0,06% | 457.712 SH | 19 de Agosto de 2026 | Diário |
| VFMF · VANGUARD WELLINGTON FUND | 0,06% | 4.206 SH | 19 de Agosto de 2026 | Diário |
| ESGV · VANGUARD WORLD FUND | 0,06% | 88.821 SH | 19 de Agosto de 2026 | Diário |
| DFAU · Dimensional ETF Trust | 0,06% | 86.654 NS | 31 de Julho de 2026 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,05% | 11.312 SH | 2 de Outubro de 2026 | Diário |
| CATH · Global X Funds | 0,05% | 8.390 NS | 31 de Julho de 2026 | N-PORT |
| TOPC · iShares Trust | 0,05% | 242 SH | 11 de Setembro de 2026 | Diário |
| XTR · Global X Funds | 0,05% | 30 NS | 31 de Julho de 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,05% | 33.570 NS | 31 de Julho de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,05% | 12.444.398 SH | 19 de Agosto de 2026 | Diário |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,05% | 64.799 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,05% | 33.092 SH | 19 de Agosto de 2026 | Diário |
| TOV · EA Series Trust | 0,05% | 1.688 NS | 31 de Julho de 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0,05% | 19.949 NS | 31 de Julho de 2026 | N-PORT |
| XYLD · Global X Funds | 0,05% | 19.701 NS | 31 de Julho de 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 54.016 NS | 31 de Julho de 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,05% | 6.624 NS | 31 de Julho de 2026 | N-PORT |
| CHRI · Global X Funds | 0,05% | 48 NS | 31 de Julho de 2026 | N-PORT |
| XRMI · Global X Funds | 0,05% | 300 NS | 31 de Julho de 2026 | N-PORT |
| XCLR · Global X Funds | 0,05% | 21 NS | 31 de Julho de 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0,05% | 2.320 SH | 2 de Outubro de 2026 | Diário |
| DFUS · Dimensional ETF Trust | 0,05% | 121.459 NS | 31 de Julho de 2026 | N-PORT |
| XVV · iShares Trust | 0,05% | 4.527 SH | 11 de Setembro de 2026 | Diário |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,05% | 67.464 SH | 2 de Outubro de 2026 | Diário |
| VOXP · Advisors Series Trust | 0,05% | 33 NS | 31 de Julho de 2026 | N-PORT |
| XYLG · Global X Funds | 0,05% | 365 NS | 31 de Julho de 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 5.573 SH | 2 de Outubro de 2026 | Diário |
| SPUU · Direxion Shares ETF Trust | 0,05% | 1.479 NS | 31 de Julho de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 268.331 NS | 31 de Julho de 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0,05% | 9.426 NS | 31 de Julho de 2026 | N-PORT |
| ESG · FlexShares Trust | 0,04% | 690 NS | 31 de Julho de 2026 | N-PORT |
| IWP · iShares Trust | 0,04% | 115.862 SH | 11 de Setembro de 2026 | Diário |
| IVV · iShares Trust | 0,04% | 4.939.582 SH | 11 de Setembro de 2026 | Diário |
| LGDX · Tidal Trust III | 0,04% | 722 NS | 31 de Julho de 2026 | N-PORT |
| ILCB · iShares Trust | 0,04% | 7.588 SH | 11 de Setembro de 2026 | Diário |
| PHDG · Invesco Actively Managed Exchange-T… | 0,04% | 305 SH | 2 de Outubro de 2026 | Diário |
| HCMT · Direxion Shares ETF Trust | 0,04% | 2.725 NS | 31 de Julho de 2026 | N-PORT |
| IWB · iShares Trust | 0,04% | 271.230 SH | 11 de Setembro de 2026 | Diário |
| IYY · iShares Trust | 0,04% | 16.760 SH | 11 de Setembro de 2026 | Diário |
| USCL · iShares Trust | 0,04% | 15.493 SH | 11 de Setembro de 2026 | Diário |
| IWV · iShares Trust | 0,04% | 107.948 SH | 11 de Setembro de 2026 | Diário |
| ITOT · iShares Trust | 0,04% | 509.362 SH | 11 de Setembro de 2026 | Diário |
| SPXL · Direxion Shares ETF Trust | 0,04% | 30.638 NS | 31 de Julho de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,04% | 9.638 NS | 31 de Julho de 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,04% | 43.482 SH | 2 de Outubro de 2026 | Diário |
| TOK · iShares Trust | 0,03% | 1.123 SH | 11 de Setembro de 2026 | Diário |
| URTH · iShares, Inc. | 0,03% | 35.370 SH | 11 de Setembro de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 330.888 SH | 19 de Agosto de 2026 | Diário |
| GTOS · Invesco Actively Managed Exchange-T… | 0,03% | 37.000 | 2 de Outubro de 2026 | Diário |
| PWS · Pacer Funds Trust | 0,03% | 81 NS | 31 de Julho de 2026 | N-PORT |
| ACWI · iShares Trust | 0,03% | 127.907 SH | 11 de Setembro de 2026 | Diário |
| VFQY · VANGUARD WELLINGTON FUND | 0,02% | 1.120 SH | 19 de Agosto de 2026 | Diário |
| GTO · Invesco Actively Managed Exchange-T… | 0,02% | 693.000 | 2 de Outubro de 2026 | Diário |
| DFVX · Dimensional ETF Trust | 0,02% | 1.189 NS | 31 de Julho de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 1.219 NS | 31 de Julho de 2026 | N-PORT |
| DYNF · BlackRock ETF Trust | 0,02% | 94.225 SH | 11 de Setembro de 2026 | Diário |
| CRBN · iShares Trust | 0,01% | 2.385 SH | 11 de Setembro de 2026 | Diário |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 32.705 SH | 19 de Agosto de 2026 | Diário |
| AMOM · Exchange Listed Funds Trust | 0,01% | 28 NS | 31 de Julho de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 5.232 SH | 2 de Outubro de 2026 | Diário |
| IWF · iShares Trust | 0,00% | 75.618 SH | 11 de Setembro de 2026 | Diário |
| IEUS · iShares Trust | 0,00% | 801 SH | 28 de Agosto de 2026 | Diário |
| SCZ · iShares Trust | 0,00% | 19.879 SH | 4 de Setembro de 2026 | Diário |
| IXUS · iShares Trust | 0,00% | 4.387 SH | 8 de Setembro de 2026 | Diário |
ON Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
26 analistas · 2026-09-28Alvo médio $103.69 +22,1%
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| ON | $21.48B | 186.7 | -15.3% | 2.0% | 1.5% | 33.1% |
| ALAB | $28.31B | 136.4 | 115.1% | 25.7% | 17.5% | 75.7% |
| MRVL | $68.75B | 26.4 | 42.1% | 32.6% | 19.3% | 51.0% |
| MCHP | $35.02B | 293.7 | 7.1% | 4.9% | 3.5% | 57.7% |
| CBRS | · | · | · | · | · | · |
| GFS | · | 22.0 | · | 13.0% | 7.8% | 24.9% |
| MTSI | $9.49B | -174.5 | 32.6% | -5.6% | -4.3% | 54.7% |
| SITM | $9.29B | -205.3 | 61.2% | -13.1% | -3.8% | 53.6% |
| LSCC | $10.76B | 3932.5 | 2.7% | 0.59% | 0.44% | 68.2% |
| FSLR | $28.03B | 18.4 | 24.1% | 29.3% | 16.9% | 40.6% |
| SMTC | $7.51B | -176.1 | 15.5% | -3.9% | -7.3% | 51.6% |
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