ANET Arista Networks, Inc. Common Stock
NYSE · Communications · SEC EDGAR'da Görüntüle ↗ kapat Eki 2, 2026 10-K/10-Q Ağu 5, 2026ANET Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık
ANET Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin
Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.
| Ex-tarihi | Bölünme | Tür |
|---|---|---|
| 04 Aralık 2024 | 4-for-1 | İleri |
| 18 Kasım 2021 | 4-for-1 | İleri |
Arista Networks, Inc. Common Stock Hakkında Wikipedia'dan şirket genel bakışı
Arista Networks, Inc. is an American provider of client to cloud networking services for large data center/AI, campus and routing environments.
Corporate history
Arista Networks was founded and incorporated in 2008, evolving from its roots in Arastra, established in 2004. Arista went public as ANET in 2014 and entered the S&P 100 in 2026 and was recognized on the 2026 Fortune 500 list of the largest United States corporations by revenue. It provides cloud and AI high performance networking. Members of Arista’s leadership team have experience in networking and innovation.
In June 2014, Arista Networks had its initial public offering on the New York Stock Exchange under the symbol ANET.
In December 2014, Cisco filed two lawsuits against Arista alleging intellectual property infringement., and the United States International Trade Commission issued limited exclusion and cease-and-desist orders concerning two of the features patented by Cisco and upheld an import ban on infringing products. In 2016, on appeal, the ban was reversed following product changes and two overturned Cisco patents, and Cisco's claim was dismissed. In August 2018, Arista agreed to pay Cisco US$400 million as part of a settlement that included a release for all claims of infringement by Cisco, dismissal of Arista's antitrust claims against Cisco, and a 5-year stand-down between the companies.
In August 2018, Arista Networks acquired Mojo Networks. In September 2018, Arista Networks acquired Metamako and integrated its low-latency product line as the 7130 series. In February 2020, Arista acquired Big Switch Networks. In October 2020, Arista acquired Awake Security.
Arista's CEO, Jayshree Ullal, was named to Barron's list of World's Best CEOs in 2018 and 2019.
In August 2022, Arista Networks acquired Pluribus Networks, a unified cloud network company, for an undisclosed sum.
In July 2025, Arista expanded its AI-driven campus and branch networking offerings and acquired the VeloCloud SD-WAN portfolio from Broadcom. This combination of innovations has the potential to bring operational ease through zero touch operations, proactive monitoring, and automated troubleshooting across the broad set of client-to-cloud networking domains.
Jayshree Ullal was named on the Fortune Most Powerful Women 2026 list.
Products
Extensible Operating System
Arista Extensible Operating System (EOS) is a network operating system with a feature set optimized for data center, campus and routing network use-cases across Cloud, AI, Enterprise, and Service Provider environments. Built on modern cloud operations principles, EOS operates as a single software base across Arista’s entire hardware portfolio, while also supporting virtualized (vEOS) and containerized (cEOS) deployments.
Core Architecture and State-Sharing Model
EOS is a networking stack built on an unmodified Linux kernel. Its design philosophy is a multi-process state-sharing architecture that completely separates state information from operational processes, unlike legacy operating systems that rely on monolithic kernels with fate-sharing code paths.
Protocol processing, security functions, and hardware drivers run entirely in the user address space as independent processes called agents. The center of this architecture is an in-memory database, SysDB, that governs system state via a streamlined publish/subscribe model:
State Decoupling: Agents never communicate directly with one another. Instead, they publish state changes to the central database, which automatically streams asynchronous notifications to any agents subscribed to those specific state types.
Software Fault Containment: Because services are strictly isolated in user space, a software defect or crash in one agent does not trigger a full system failure.
Stateful Restarts: If an agent restarts, it instantly re-subscribes to the central database and picks up exactly where it left off, achieving sub-50ms fault recovery and fast network convergence without rebuilding its state from scratch.
High Availability and Hitless Upgrades
Built explicitly for mission-critical production environments, EOS delivers high availability through its design:
Hitless Software Patches: Operators can apply hotfixes, often for security vulnerability patches, to an individual process level in real-time. The targeted agent restarts cleanly without impacting other system processes or disturbing the underlying data forwarding plane.
Smart System Upgrades (SSU): EOS supports hitless full-image upgrades. By leveraging accelerated software restarts, EOS upgrades the entire operating system image while maintaining continuous packet forwarding, helping to eliminate the need for planned downtime.
Evolution to Network-Wide State: Sysdb and NetDL
Device-level state sharing has historically been governed by SysDB, Arista's multi-process state repository present in every EOS instance. Modern EOS infrastructure expands this foundation into a Network Data Lake (NetDL). NetDL extends the EOS architecture beyond a single switch, centralizing and streaming device-level and network-wide states in real-time to a centralized repository. This functions as a network-wide software foundation for comprehensive visibility and predictive analytics, and serves as the basis for centralized management applications like Arista CloudVision.
Programmability and Modern NetDevOps
The pure Linux foundation of EOS allows the deployment of native Linux tools directly on the switch alongside modern DevOps frameworks. To support modern NetDevOps pipelines—treating network infrastructure as code—EOS offers an extensive programmability toolset:
eAPI (External API): A JSON-RPC based interface that allows operators to execute CLI commands remotely and retrieve outputs as structured JSON key-value pairs, eliminating brittle legacy screen-scraping methods.
EOS SDK: A native software development kit enabling operators to write custom, high-performance C++ or Python applications that run natively on the switch with direct programmatic access to the underlying hardware forwarding tables.
Modern Telemetry: Operating via open standards (like OpenConfig and gRPC), EOS continuously streams real-time system states directly to central monitoring fabrics like CloudVision for granular, historic forensic analysis.
Ethernet switches
Arista's switching portfolio spans cloud, AI, enterprise campus, routing, and ultra-low-latency environments. The product families include:
7800R4 and 7800R3 Series
High-performance modular routing and AI networking platforms designed for hyperscale cloud, AI, service provider, and large enterprise deployments. The 7800R family delivers scalable 400G and 800G Ethernet connectivity, advanced routing capabilities, deep buffering, and high-density spine architectures for next-generation AI clusters and data center fabrics.
7700R4 Series
Distributed Etherlink™ switching platforms optimized for large-scale AI networks. The 7700R4 family enables ultra-high-bandwidth AI cluster interconnects with support for 400G and 800G Ethernet, low-latency transport, and scalable AI fabric architectures.
7500R3 Series
Modular universal spine and routing systems providing deep-buffer performance, large routing tables, and cloud-scale resiliency. Designed for data center, cloud, and service provider networks requiring high-performance routing and switching at scale.
7388X5 Series
Compact modular spine switches delivering high-density 400GbE connectivity for modern data center and AI network architectures. The platform combines scalability, operational efficiency, and investment protection for evolving cloud infrastructures.
7280R4 and 7280R3 Series
Universal leaf, spine, and routing platforms featuring deep-buffer Virtual Output Queuing (VOQ) architecture. Available in multiple fixed-form-factor configurations supporting 10GbE through 400GbE interfaces, these systems are widely deployed in cloud, enterprise, and service provider environments.
7060X6 & XE7 Series
High-density data center switches supporting 100GbE, 400GbE, 800GbE and 1.6Tbps Ethernet connectivity. Designed for AI/ML workloads, cloud-scale applications, and next-generation data center fabrics.
7060X5, 7060X4, and 7050X Series
Fixed-configuration leaf and spine switches providing high-performance Ethernet connectivity from 10GbE through 400GbE. These platforms offer low latency, high port density, and flexible deployment options for enterprise and cloud data centers.
720XP, 722XPM, 720D, and 710P Campus Series
Enterprise access switches delivering multi-gigabit Ethernet, PoE/PoE++, MACsec encryption, and advanced telemetry capabilities. These systems form the foundation of Arista's Cognitive Campus architecture.
750 Series Modular Campus Switches
High-performance modular campus platforms providing scalable aggregation and core networking services for large enterprise environments, supporting integrated wired and wireless operations.
7130 Series
Ultra-low-latency programmable switching platforms combining FPGA acceleration, Layer 1 switching, packet capture, and advanced market-data processing capabilities. Widely deployed in financial trading, telecommunications, and specialized low-latency environments.
7170 Series
Programmable switching platforms supporting customized packet processing, advanced telemetry, and application-specific networking functions using programmable data plane technologies.
All platforms operate on Arista EOS® (Extensible Operating System), providing a consistent software architecture, automation framework, telemetry, observability, and operational model across data center, campus, WAN, and cloud deployments.
Key Deployment Areas
Arista Ethernet switches are widely deployed across:
AI and GPU cluster networking
Hyperscale cloud data centers
Enterprise data centers
Service provider networks
Campus and branch environments
Financial trading infrastructure
High-performance computing (HPC) environments
The combination of high-performance switching, cloud-scale routing, low-latency networking, and a common EOS software platform enables organizations to build scalable, resilient, and AI-ready network infrastructures.
Wireless, Security, Observability, and SD-WAN Solutions
Beyond its Ethernet switching and routing portfolio, Arista provides a comprehensive suite of wireless networking, network security, observability, and software-defined WAN (SD-WAN) solutions. These offerings extend Arista's cloud networking architecture from the data center to the campus, branch, edge, and multi-cloud environments.
Wireless Networking
Arista's Cognitive Wi-Fi portfolio delivers cloud-managed wireless networking for enterprise campuses, branch offices, educational institutions, healthcare organizations, and distributed enterprises.
Key capabilities include:
Wi-Fi 6, Wi-Fi 6E, and Wi-Fi 7 access points
Cloud-native wireless management
AI-driven radio frequency (RF) optimization
Location services and asset tracking
User and device analytics
Seamless integration with wired campus infrastructure
Automated troubleshooting and network assurance
Arista's wireless architecture provides a unified operational model across wired and wireless networks through centralized management and policy enforcement.
Network Security
Arista's security portfolio is built around a Zero Trust networking model and combines network visibility, behavioral analytics, and threat detection capabilities.
Key security solutions include:
Network Detection and Response (NDR)
AI-driven threat detection and anomaly identification
East-west traffic visibility across campus, data center, and cloud environments
Device and user behavioral analytics
Asset discovery and classification
Network segmentation and micro-segmentation
Identity-based policy enforcement
MACsec encryption support across campus and data center networks
Arista's security architecture enables organizations to detect, investigate, and respond to threats while maintaining operational simplicity across distributed environments.
Network Observability and Operations
Arista provides a comprehensive network operations platform through CloudVision®, offering end-to-end visibility, automation, and assurance across data center, campus, cloud, and WAN infrastructures.
Key capabilities include:
Real-time streaming telemetry
Network-wide configuration management
Automated provisioning and change control
Compliance monitoring and auditing
Root-cause analysis and troubleshooting
Application and network performance monitoring
Capacity planning and predictive analytics
Network digital twin capabilities for testing and validation
End-to-end infrastructure observability
CloudVision serves as a centralized management platform that enables consistent operations across physical, virtual, and cloud-based networking environments.
SD-WAN and Secure Edge Networking
Arista's SD-WAN portfolio provides secure connectivity for branch offices, remote users, cloud applications, and distributed enterprise networks.
Key capabilities include:
Application-aware traffic steering
Dynamic path selection and optimization
Multi-cloud connectivity
Secure branch networking
Broadband, MPLS, and wireless WAN integration
Centralized policy management
WAN performance analytics
Automated deployment and provisioning
Integrated security and segmentation
The platform enables organizations to simplify WAN operations while improving application performance and reducing connectivity costs across geographically distributed locations.
Arista Community Central
Arista Community Central is a centralized resource created by Arista Networks for customers, partners, and technical professionals. The community serves as a platform for sharing knowledge, engaging in discussions, and accessing various technical resources related to Arista’s networking technologies.
The community utilizes a search engine powered by AI to provide the most relevant results and to enhance user experience.
What the Community Offers
Knowledge Base: A comprehensive Knowledge Base that includes technical articles, guides, and best practices for Arista products and solutions. It covers topics such as troubleshooting, tech tips, and configuration articles organized by technology, aiding users in managing and supporting their Arista products.
Community Forum: The forum allows users to ask questions and participate in discussions related to Arista’s products. While the forum is publicly available, participation is limited to registered users, ensuring focused and expert-driven dialogue.
Videos & Webinars: Arista Community Central also provides access to recorded webinars and technology-related videos hosted on the Community YouTube channel]aimed at deepening users’ understanding of Arista’s technology offerings.
Major competitors
Cisco Systems
Extreme Networks
Fortinet
Hewlett Packard Enterprise (Aruba Networks division)
Juniper Networks - acquired by HPE, 2025.
Nokia
Kaynak: Wikipedia (İngilizce), CC BY-SA 4.0 · Wikipedia'da Görüntüle ↗
10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri
Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?
| Metrik | 5 Yıllık trend | ANET | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| P/E (TTM) | 65.65Y ort. ≈35.0 | ≈35.0 | 34.0 | Aşırı değerli | |
| F/S (TTM) | 24.85Y ort. ≈9.4 | ≈9.4 | 8.5 | Aşırı değerli | |
| F/D (MRQ) | 17.75Y ort. ≈6.9 | ≈6.9 | 10.9 | Aşırı değerli | |
| Fiyat / Serbest Nakit Akışı (TTM) | 50.75Y ort. ≈23.6 | ≈23.6 | · | · | |
| Fiyat / Nakit Akışı (TTM) | 49.35Y ort. ≈22.8 | ≈22.8 | 32.5 | Aşırı değerli | |
| Fiyat / Maddi Defter Değeri (MRQ) | 18.05Y ort. ≈7.3 | ≈7.3 | · | · | |
| PEG Ratio (PEG Oranı) | ≈10.0 | · | · | · |
Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.
Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC
| Metrik | 5 Yıllık trend | ANET | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Brüt Kar Marjı (TTM) | 63.0%5Y ort. ≈63.0% | ≈63.0% | 46.2% | En üst düzey | |
| Faaliyet Kâr Marjı (TTM) | 43.1%5Y ort. ≈37.9% | ≈37.9% | 21.1% | En üst düzey | |
| FAVÖK Marjı (TTM) | 44.0%5Y ort. ≈39.1% | ≈39.1% | 21.3% | En üst düzey | |
| Vergi Öncesi Kar Marjı (TTM) | 47.3%5Y ort. ≈40.6% | ≈40.6% | 23.7% | En üst düzey | |
| Net Kâr Marjı (TTM) | 38.4%5Y ort. ≈34.9% | ≈34.9% | 16.9% | En üst düzey | |
| ROA (TTM) | 20.1%5Y ort. ≈21.5% | ≈21.5% | 6.3% | En üst düzey | |
| ROE (TTM) | 31.5%5Y ort. ≈28.2% | ≈28.2% | 12.3% | En üst düzey | |
| ROIC | 25.8%5Y ort. ≈25.2% | ≈25.2% | 17.4% | En üst düzey |
Finansal Sağlık Borç, likidite, solventlik — bilanço gücü
| Metrik | 5 Yıllık trend | ANET | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Cari Oran (MRQ) | 3.05Y ort. ≈4.1 | ≈4.1 | 2.2 | Güçlü likidite | |
| Quick Ratio (Cari Oran) | 0.75Y ort. ≈1.2 | ≈1.2 | 1.2 | Düşük likidite |
Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR
| Metrik | 5 Yıllık trend | ANET | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Revenue YoY (Gelir Yıllık Bazda) | 28.6%5Y ort. ≈31.5% | ≈31.5% | · | · | |
| Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı) | 27.2%5Y ort. ≈32.3% | ≈32.3% | · | · | |
| Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı) | 31.2% | · | · | · | |
| EPS YoY (EPS YB) | 23.3%5Y ort. ≈17.0% | ≈17.0% | · | · | |
| Net Income YoY (Net Gelir Yıllık Bazda) | 23.1%5Y ort. ≈41.5% | ≈41.5% | · | · | |
| EPS CAGR 3Y (EPS Bileşik Yıllık Büyüme Oranı 3Y) | 37.0%5Y ort. ≈8.5% | ≈8.5% | · | · | |
| EPS CAGR 5Y (EPS Bileşik Yıllık Büyüme Oranı 5Y) | 6.6% | · | · | · | |
| Net Income CAGR 3Y (Net Gelir Bileşik Yıllık Büyüme Oranı 3Y) | 37.4%5Y ort. ≈45.5% | ≈45.5% | · | · | |
| Net Income CAGR 5Y (Net Gelir Bileşik Yıllık Büyüme Oranı 5Y) | 40.8% | · | · | · |
Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı
| Metrik | 5 Yıllık trend | ANET | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Asset Turnover (Aktif Devir Hızı) | 0.55Y ort. ≈0.6 | ≈0.6 | 0.5 | Aynı seviyede | |
| Inventory Turnover (Stok Devir Hızı) | 1.65Y ort. ≈1.6 | ≈1.6 | 2.9 | Zayıf | |
| Receivables Turnover (Alacak Devir Hızı) | 5.95Y ort. ≈6.2 | ≈6.2 | 5.9 | Aynı seviyede | |
| Revenue / Employee (Çalışan Başına Gelir) | ≈$1.8M | · | · | · |
değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme
Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi
| Dönem | Rapor | EPS Gerçek | EPS Tahmin | Sürpriz |
|---|---|---|---|---|
| 30 Haziran 2026 | Ağu 3, 2026 | $1.02 | $0.90 | 13.0% |
| 31 Mart 2026 | $0.87 | $0.82 | 5.8% | |
| 31 Aralık 2025 | $0.82 | $0.77 | 6.2% | |
| 30 Eylül 2025 | $0.75 | $0.73 | 3.0% | |
| 30 Haziran 2025 | $0.73 | $0.66 | 10.2% | |
| 31 Mart 2025 | $0.65 | $0.60 | 7.7% |
Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı
Gelir Tablosu
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.01B | $7.00B | $5.86B | $4.38B | $2.95B | $2.32B | $2.41B | $2.15B | $1.65B | $1.13B | $838M | $584M | |
| Cost of Revenue | $3.24B | $2.51B | $2.23B | $1.71B | $1.07B | $836M | $866M | $778M | $584M | $406M | $294M | $192M | |
| Gross Profit | $5.77B | $4.49B | $3.63B | $2.68B | $1.88B | $1.48B | $1.54B | $1.37B | $1.06B | $723M | $544M | $392M | |
| R&D Expense | $1.24B | $997M | $855M | $728M | $587M | $487M | $463M | $442M | $350M | $274M | $209M | $149M | |
| SG&A Expense | $142M | $123M | $119M | $93M | $83M | $66M | $62M | $65M | $87M | $75M | $76M | $32M | |
| Operating Expenses | $1.91B | $1.55B | $1.37B | $1.15B | $956M | $782M | $739M | $1.10B | $591M | $480M | $394M | $267M | |
| Operating Income | $3.86B | $2.94B | $2.26B | $1.53B | $925M | $700M | $806M | $273M | $470M | $243M | $149M | $126M | |
| Interest Expense | · | · | · | · | · | · | · | $3M | $3M | $3M | · | · | |
| Other Non-op | $394M | $320M | $165M | $55M | $6M | $39M | $56M | $18M | $7M | $2M | $-147.0K | $2M | |
| Pretax Income | $4.25B | $3.27B | $2.42B | $1.58B | $931M | $739M | $862M | $289M | $475M | $242M | $146M | $122M | |
| Income Tax | $738M | $413M | $335M | $229M | $90M | $104M | $2M | $-39M | $52M | $58M | $25M | $35M | |
| Net Income | $3.51B | $2.85B | $2.09B | $1.35B | $841M | $635M | $860M | $328M | $423M | $184M | $121M | $87M | |
| EPS (Basic) | $2.79 | $2.27 | $1.69 | $1.10 | $2.74 | $2.09 | $2.82 | $4.39 | $5.85 | $2.66 | $1.81 | $1.42 | |
| EPS (Diluted) | $2.75 | $2.23 | $1.65 | $1.07 | $2.63 | $2.00 | $2.66 | $4.06 | $5.35 | $2.50 | $1.67 | $1.29 | |
| Shares (Basic) | 1,258,000,000 | 1,256,300,000 | 1,237,400,000 | 1,225,891,000 | 306,512,000 | 303,936,000 | 305,248,000 | 74,750,000 | 72,258,000 | 68,771,000 | 65,964,000 | 48,427,000 | |
| Shares (Diluted) | 1,275,700,000 | 1,281,100,000 | 1,268,500,000 | 1,265,835,000 | 319,238,000 | 317,860,000 | 323,516,000 | 80,844,000 | 78,977,000 | 73,222,000 | 71,411,000 | 54,590,000 | |
| EBITDA | $3.93B | $3.01B | $2.33B | $1.59B | $975M | $744M | $839M | $301M | $491M | $263M | $163M | $136M |
Bilanço
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.96B | $2.76B | $1.94B | $672M | $621M | $893M | $1.11B | $650M | $859M | $568M | $687M | $240M | |
| Receivables | $1.89B | $1.14B | $1.03B | $923M | $517M | $390M | $392M | $332M | $247M | $253M | $144M | $97M | |
| Inventory | $2.25B | $1.83B | $1.95B | $1.29B | $650M | $480M | $244M | $265M | $306M | $236M | $92M | $78M | |
| Prepaid Expense | $1.51B | $632M | $413M | $314M | $238M | $95M | $111M | $162M | $177M | $169M | $51M | $43M | |
| Other Current Assets | · | · | $282M | $152M | $173M | $61M | $64M | $96M | $96M | $79M | $29M | $12M | |
| Current Assets | $16.39B | $11.91B | $8.40B | $5.55B | $4.81B | $3.84B | $3.47B | $2.71B | $2.27B | $1.53B | $974M | $679M | |
| PP&E (Net) | $203M | $99M | $102M | $95M | $79M | $32M | $39M | $75M | $74M | $77M | $80M | $72M | |
| PP&E (Gross) | $452M | $318M | $290M | $252M | $212M | $147M | $137M | $165M | $143M | $126M | $110M | $89M | |
| Accum. Depreciation | $249M | $219M | $188M | $157M | $133M | $115M | $97M | $90M | $69M | $49M | $30M | $17M | |
| Goodwill | $416M | $268M | $269M | $266M | $188M | $190M | $55M | $54M | $0 | · | · | · | |
| Intangibles | $289M | $62M | $89M | $122M | $94M | $123M | $45M | $59M | $0 | · | · | · | |
| Other Non-current Assets | $669M | $325M | $152M | $167M | $33M | $30M | $30M | $23M | $19M | $19M | $21M | $12M | |
| Total Assets | $19.45B | $14.04B | $9.96B | $6.78B | $5.73B | $4.74B | $4.19B | $3.08B | $2.46B | $1.73B | $1.16B | $811M | |
| Accounts Payable | $652M | $381M | $435M | $233M | $203M | $134M | $92M | $94M | $52M | $79M | $44M | $32M | |
| Accrued Liabilities | $475M | $435M | $407M | $292M | $227M | $143M | $140M | $123M | $134M | $91M | $61M | $40M | |
| Current Liabilities | $5.38B | $2.73B | $1.92B | $1.29B | $1.11B | $768M | $597M | $607M | $530M | $460M | $235M | $144M | |
| Capital Leases | · | $37M | $44M | $44M | $57M | $72M | $83M | $0 | · | · | · | · | |
| Deferred Tax | · | · | $0 | $42.0K | $129M | $228M | $255M | $4M | $2M | $1M | $469.0K | $120.0K | |
| Other Non-current Liabilities | $332M | $253M | $227M | $102M | $55M | $42M | $38M | $28M | $10M | $8M | $7M | $5M | |
| Total Liabilities | $7.08B | $4.05B | $2.74B | $1.89B | $1.76B | $1.42B | $1.29B | $939M | $799M | $621M | $372M | $255M | |
| Common Stock | $100.0K | $100.0K | $125.0K | $31.0K | $31.0K | $30.0K | $8.0K | $8.0K | $7.0K | $7.0K | $7.0K | $7.0K | |
| Paid-in Capital | $2.91B | $2.47B | $2.11B | $1.78B | $1.53B | $1.29B | $1.11B | $957M | $805M | $674M | $538M | $426M | |
| Retained Earnings | $9.45B | $7.54B | $5.11B | $3.14B | $2.46B | $2.03B | $1.79B | $1.19B | $859M | $435M | $251M | $130M | |
| AOCI | $12M | $-13M | $-3M | $-34M | $-8M | $238.0K | $143.0K | $-4M | $-2M | $-1M | $-675.0K | $-334.0K | |
| Stockholders' Equity | $12.37B | $9.99B | $7.22B | $4.89B | $3.98B | $3.32B | $2.89B | $2.14B | $1.66B | $1.11B | $788M | $556M | |
| Liabilities + Equity | $19.45B | $14.04B | $9.96B | $6.78B | $5.73B | $4.74B | $4.19B | $3.08B | $2.46B | $1.73B | $1.16B | $811M | |
| Shares Outstanding | 1,256,500,000 | 1,261,300,000 | 1,249,000,000 | 1,227,600,000 | 1,230,725,000 | 304,696,000 | 305,556,000 | 75,668,000 | 73,706,000 | 70,811,000 | 68,132,000 | 65,528,000 |
Nakit Akışı
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $73M | $62M | $71M | $63M | $50M | $35M | $33M | $28M | $21M | $20M | $14M | $10M | |
| Stock-based Comp | $439M | $355M | $297M | $231M | $187M | $137M | $101M | $91M | $75M | $59M | $45M | $28M | |
| Deferred Tax | $-312M | $-493M | $-371M | $-244M | $-99M | $-9M | $-76M | $-58M | $8M | $-22M | $-24M | $-7M | |
| Amort. of Intangibles | $42M | $27M | $33M | $34M | $29M | $24M | $13M | $5M | · | · | · | · | |
| Other Non-cash | $661M | $932M | $-50M | $-909M | $37M | $-72M | $45M | $114M | $104M | $-110M | $46M | $15M | |
| Operating Cash Flow | $4.37B | $3.71B | $2.03B | $493M | $1.02B | $735M | $963M | $503M | $632M | $174M | $238M | $132M | |
| CapEx | $120M | $32M | $34M | $45M | $65M | $15M | $16M | $24M | $15M | $21M | $20M | $13M | |
| Investing Cash Flow | $-3.58B | $-2.46B | $-688M | $216M | $-926M | $-609M | $-284M | $-755M | $-391M | $-326M | $184M | $-249M | |
| Stock Repurchased | $1.60B | $424M | $112M | $670M | $412M | $395M | $266M | $0 | $0 | · | · | · | |
| Net Stock Activity | $-1.60B | $-424M | $-112M | $-670M | $-412M | $-395M | $-266M | · | · | · | · | · | |
| Financing Cash Flow | $-1.60B | $-422M | $-84M | $-655M | $-361M | $-346M | $-218M | $43M | $51M | $33M | $26M | $244M | |
| Net Change in Cash | $-798M | $824M | $1.26B | $51M | $-272M | $-218M | $461M | $-211M | $293M | $-119M | $447M | $126M | |
| Taxes Paid | $1.10B | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $4.25B | $3.68B | $2.00B | $448M | $951M | $720M | $947M | $479M | $616M | $110M | $181M | $119M | |
| Levered FCF | · | · | · | · | · | · | · | $476M | · | · | · | · |
Kârlılık
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 64.1% | 64.1% | 62.0% | 61.1% | 63.8% | 63.9% | 64.1% | 63.8% | 64.5% | 64.0% | 64.9% | 67.1% | |
| Operating Margin | 42.8% | 42.0% | 38.5% | 34.9% | 31.4% | 30.2% | 33.4% | 12.7% | 28.6% | 21.6% | 17.8% | 21.5% | |
| Net Margin | 39.0% | 40.7% | 35.6% | 30.9% | 28.5% | 27.4% | 35.7% | 15.2% | 25.7% | 16.3% | 14.5% | 14.9% | |
| Pretax Margin | 47.2% | 46.6% | 41.3% | 36.1% | 31.6% | 31.9% | 35.8% | 13.4% | 28.8% | 21.4% | 17.4% | 20.8% | |
| EBITDA Margin | 43.6% | 42.9% | 39.7% | 36.3% | 33.1% | 32.1% | 34.8% | 14.0% | 29.8% | 23.3% | 19.5% | 23.2% | |
| ROA | 21.0% | 23.8% | 25.0% | 21.6% | 16.1% | 14.2% | 23.7% | 11.8% | 20.2% | 12.8% | 12.3% | · | |
| ROE | 30.2% | 29.6% | 30.4% | 29.2% | 21.4% | 19.8% | 31.0% | 16.1% | 30.6% | 19.4% | 18.0% | · | |
| ROIC | 25.8% | 25.7% | 27.0% | 26.7% | 21.0% | 18.1% | 27.8% | 14.5% | 25.2% | 16.7% | 15.7% | · |
Likidite ve Solventlik
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.0 | 4.4 | 4.4 | 4.3 | 4.3 | 5.0 | 5.8 | 4.5 | 4.3 | 3.3 | 4.1 | · | |
| Quick Ratio | 0.7 | 1.4 | 1.6 | 1.2 | 1.0 | 1.7 | 2.5 | 1.6 | 2.1 | 1.8 | 3.5 | · | |
| Interest Coverage | · | · | · | · | · | · | · | 101.2 | · | · | · | · |
Verimlilik
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.6 | 0.7 | 0.7 | 0.6 | 0.5 | 0.7 | 0.8 | 0.8 | 0.8 | 0.8 | · | |
| Inventory Turnover | 1.6 | 1.3 | 1.4 | 1.8 | 1.9 | 2.3 | 3.4 | 2.7 | 2.2 | 2.5 | 3.5 | · | |
| Receivables Turnover | 5.9 | 6.4 | 6.0 | 6.1 | 6.5 | 5.9 | 6.7 | 7.4 | 6.6 | 5.7 | 6.9 | · |
Hisse Başına
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $9.85 | $7.92 | $23.12 | $15.92 | $12.93 | $43.59 | $37.89 | $28.33 | $22.55 | $15.64 | $11.57 | · | |
| Revenue / Share | $7.06 | $5.47 | $18.48 | $13.84 | $9.23 | $29.16 | $29.81 | $26.61 | $20.84 | $15.42 | $11.73 | $10.70 | |
| Cash Flow / Share | $3.43 | $2.89 | $6.41 | $1.56 | $3.18 | $9.25 | $11.91 | $6.22 | $8.00 | $1.80 | $2.81 | $2.42 | |
| Cash / Share | $1.56 | $2.19 | $6.21 | $2.19 | $2.02 | $11.73 | $14.55 | $8.59 | $11.66 | $8.02 | $10.09 | · | |
| EPS (TTM) | $2.75 | $2.23 | $1.65 | $1.07 | $2.63 | $2.00 | $2.66 | $4.06 | $5.35 | $2.50 | $1.67 | $1.29 |
Büyüme Oranları
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 28.6% | 19.5% | 33.8% | 48.6% | 27.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 27.2% | 33.4% | 36.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 31.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 23.3% | 35.1% | 54.2% | -59.3% | 31.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 37.0% | -5.3% | -6.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 6.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 23.1% | 36.6% | 54.3% | 60.8% | 32.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 37.4% | 50.2% | 48.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 40.8% | · | · | · | · | · | · | · | · | · | · | · |
Değerleme (TTM)
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.01B | $7.00B | $5.86B | $4.38B | $2.95B | $2.32B | $2.41B | $2.15B | $1.65B | $1.13B | $838M | $584M | |
| Net Income TTM | $3.51B | $2.85B | $2.09B | $1.35B | $841M | $635M | $860M | $328M | $423M | $184M | $121M | $87M | |
| Market Cap | $164.64B | $139.42B | $18.38B | $9.31B | $11.06B | $1.38B | $971M | $996M | $1.09B | $428M | $331M | · | |
| P/E | 47.6 | 49.6 | 35.7 | 28.4 | 13.7 | 9.1 | 4.8 | 3.2 | 2.8 | 2.4 | 2.9 | 2.9 | |
| P/S | 18.3 | 19.9 | 3.1 | 2.1 | 3.8 | 0.6 | 0.4 | 0.5 | 0.7 | 0.4 | 0.4 | · | |
| P/B | 13.3 | 13.9 | 2.5 | 1.9 | 2.8 | 0.4 | 0.3 | 0.5 | 0.7 | 0.4 | 0.4 | · | |
| P / Tangible Book | 14.1 | 14.4 | 2.7 | 2.1 | 3.0 | 0.5 | · | · | · | · | · | · | |
| P / Cash Flow | 37.7 | 37.6 | 9.0 | 18.9 | 10.9 | 1.9 | 1.0 | 2.0 | 1.7 | 3.3 | 1.7 | · | |
| P / FCF | 38.7 | 37.9 | 9.2 | 20.8 | 11.6 | 1.9 | 1.0 | 2.1 | 1.8 | 3.9 | 1.8 | · | |
| Earnings Yield | 2.1% | 2.0% | 2.8% | 3.5% | 7.3% | 11.0% | 20.9% | 30.8% | 36.3% | 41.3% | 34.3% | 34.0% |
Gelir Tablosu
| Metrik | Eğilim | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.04B | $2.71B | $2.49B | $2.31B | $2.20B | $2.00B | $1.93B | $1.81B | $1.69B | $1.57B | $1.54B | $1.51B | $1.46B | $1.35B | $1.28B | $1.18B | |
| Cost of Revenue | $1.13B | $1.03B | $924M | $818M | $766M | $729M | $699M | $649M | $593M | $570M | $541M | $567M | $575M | $547M | $507M | $467M | |
| Gross Profit | $1.91B | $1.68B | $1.56B | $1.49B | $1.44B | $1.28B | $1.23B | $1.16B | $1.10B | $1.00B | $999M | $942M | $884M | $805M | $769M | $710M | |
| R&D Expense | $348M | $344M | $348M | $326M | $296M | $266M | $285M | $236M | $268M | $208M | $211M | $212M | $230M | $201M | $190M | $188M | |
| SG&A Expense | $34M | $34M | $43M | $35M | $29M | $34M | $36M | $34M | $26M | $28M | $42M | $25M | $26M | $25M | $24M | $23M | |
| Operating Expenses | $532M | $519M | $531M | $512M | $452M | $417M | $432M | $376M | $398M | $341M | $359M | $340M | $354M | $320M | $300M | $293M | |
| Operating Income | $1.38B | $1.16B | $1.03B | $978M | $986M | $859M | $800M | $785M | $700M | $660M | $640M | $603M | $530M | $485M | $469M | $417M | |
| Other Non-op | $126M | $114M | $104M | $99M | $94M | $96M | $90M | $98M | $71M | $63M | $54M | $42M | $56M | $12M | $17M | $7M | |
| Pretax Income | $1.50B | $1.27B | $1.14B | $1.08B | $1.08B | $955M | $889M | $883M | $770M | $723M | $694M | $645M | $586M | $497M | $486M | $424M | |
| Income Tax | $291M | $248M | $182M | $224M | $191M | $141M | $88M | $135M | $105M | $85M | $81M | $99M | $95M | $60M | $59M | $70M | |
| Net Income | $1.21B | $1.02B | $956M | $853M | $889M | $814M | $801M | $748M | $665M | $638M | $614M | $545M | $492M | $436M | $427M | $354M | |
| EPS (Basic) | $0.96 | $0.81 | $0.75 | $0.68 | $0.71 | $0.65 | $0.64 | $0.59 | $0.53 | $0.51 | $-3.08 | $1.76 | $1.59 | $1.42 | $-1.92 | $1.16 | |
| EPS (Diluted) | $0.95 | $0.80 | $0.74 | $0.67 | $0.70 | $0.64 | $0.63 | $0.58 | $0.52 | $0.50 | $-3.00 | $1.72 | $1.55 | $1.38 | $-1.85 | $1.13 | |
| Shares (Basic) | 1,260,100,000 | 1,257,700,000 | · | 1,258,000,000 | 1,256,300,000 | 1,260,000,000 | · | 1,257,900,000 | 1,254,800,000 | 1,252,100,000 | · | 310,185,000 | 308,636,000 | 306,985,000 | · | 304,931,000 | |
| Shares (Diluted) | 1,276,000,000 | 1,273,800,000 | · | 1,276,600,000 | 1,271,200,000 | 1,279,200,000 | · | 1,281,800,000 | 1,279,700,000 | 1,279,400,000 | · | 317,631,000 | 316,485,000 | 315,578,000 | · | 314,401,000 | |
| EBITDA | $1.38B | $1.18B | · | $978M | $986M | $873M | · | $785M | $700M | $676M | · | $603M | $530M | $505M | · | $417M |
Bilanço
| Metrik | Eğilim | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.29B | $2.79B | $1.96B | $2.33B | $2.23B | $1.85B | $2.76B | $3.18B | $2.43B | $2.09B | · | $1.75B | $1.26B | $956M | · | $716M | |
| Receivables | $2.27B | $1.92B | $1.89B | $1.49B | $1.62B | $1.44B | $1.14B | $1.13B | $1.23B | $1.09B | · | $833M | $780M | $863M | · | $652M | |
| Inventory | $2.54B | $2.38B | $2.25B | $2.16B | $2.06B | $1.96B | $1.83B | $1.77B | $1.85B | $2.03B | · | $1.89B | $1.86B | $1.68B | · | $1.10B | |
| Prepaid Expense | $2.02B | $1.90B | $1.51B | $1.43B | $976M | $734M | $632M | $549M | $488M | $361M | · | $472M | $466M | $394M | · | $300M | |
| Other Current Assets | · | · | · | · | · | · | · | $435M | · | · | · | $274M | $168M | $125M | · | $143M | |
| Current Assets | $20.16B | $18.56B | $16.39B | $15.18B | $13.50B | $12.28B | $11.91B | $10.88B | $9.84B | $8.93B | · | $7.65B | $6.85B | $6.27B | · | $5.03B | |
| PP&E (Net) | $312M | $250M | $203M | $173M | $152M | $124M | $99M | $93M | $96M | $98M | · | $103M | $102M | $97M | · | $96M | |
| PP&E (Gross) | $577M | $507M | $452M | $413M | $386M | $351M | $318M | $305M | $301M | $295M | · | $283M | $274M | $262M | · | $247M | |
| Accum. Depreciation | $265M | $256M | $249M | $241M | $233M | $227M | $219M | $212M | $204M | $197M | · | $181M | $173M | $164M | · | $150M | |
| Goodwill | $416M | $416M | $416M | $416M | $416M | $268M | $268M | · | $269M | $269M | · | $269M | $269M | $266M | · | $271M | |
| Intangibles | $258M | $274M | $289M | $304M | $320M | $56M | $62M | $69M | $75M | $82M | · | $95M | $104M | $113M | · | $132M | |
| Other Non-current Assets | $826M | $546M | $669M | $610M | $659M | $245M | $325M | $220M | $164M | $149M | · | $33M | $32M | $47M | · | $60M | |
| Total Assets | $23.72B | $21.66B | $19.45B | $18.05B | $16.53B | $14.51B | $14.04B | $12.85B | $11.62B | $10.55B | · | $9.07B | $8.19B | $7.54B | · | $6.16B | |
| Accounts Payable | $693M | $608M | $652M | $481M | $544M | $389M | $381M | $289M | $298M | $223M | · | $269M | $352M | $330M | · | $278M | |
| Accrued Liabilities | $487M | $442M | $475M | $471M | $381M | $263M | $435M | $324M | $320M | $271M | · | $410M | $363M | $352M | · | $241M | |
| Current Liabilities | $6.82B | $6.56B | $5.38B | $4.67B | $4.05B | $3.12B | $2.73B | $2.43B | $2.16B | $1.78B | · | $1.85B | $1.66B | $1.58B | · | $1.25B | |
| Capital Leases | · | · | · | · | · | · | · | · | · | · | · | $48M | $52M | $55M | · | $47M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Other Non-current Liabilities | $339M | $320M | $332M | $310M | $307M | $258M | $253M | $142M | $133M | $132M | · | $68M | $62M | $58M | · | $59M | |
| Total Liabilities | $8.92B | $8.17B | $7.08B | $6.14B | $5.63B | $4.40B | $4.05B | $3.60B | $3.19B | $2.69B | · | $2.56B | $2.33B | $2.21B | · | $1.78B | |
| Common Stock | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $31.0K | $31.0K | $31.0K | · | $31.0K | $31.0K | $31.0K | · | $31.0K | |
| Paid-in Capital | $3.16B | $3.04B | $2.91B | $2.78B | $2.64B | $2.55B | $2.47B | $2.37B | $2.26B | $2.19B | · | $2.03B | $1.93B | $1.86B | · | $1.72B | |
| Retained Earnings | $11.68B | $10.47B | $9.45B | $9.12B | $8.26B | $7.57B | $7.54B | $6.87B | $6.18B | $5.69B | · | $4.50B | $3.96B | $3.49B | · | $2.71B | |
| AOCI | $-40M | $-19M | $12M | $8M | $4M | $-2M | $-13M | $10M | $-15M | $-12M | · | $-23M | $-25M | $-22M | · | $-47M | |
| Stockholders' Equity | $14.80B | $13.49B | $12.37B | $11.91B | $10.90B | $10.12B | $9.99B | $9.25B | $8.43B | $7.86B | $7.22B | $6.51B | $5.86B | $5.33B | $4.89B | $4.39B | |
| Liabilities + Equity | $23.72B | $21.66B | $19.45B | $18.05B | $16.53B | $14.51B | $14.04B | $12.85B | $11.62B | $10.55B | · | $9.07B | $8.19B | $7.54B | · | $6.16B | |
| Shares Outstanding | 1,261,200,000 | 1,259,200,000 | 1,256,500,000 | 1,259,200,000 | 1,256,800,000 | 1,256,600,000 | 1,261,300,000 | 314,847,000 | 314,086,000 | 313,601,000 | 1,249,000,000 | 310,972,000 | 309,355,000 | 308,098,000 | 1,227,562,000 | 305,515,000 |
Nakit Akışı
| Metrik | Eğilim | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $23M | $23M | $23M | $13M | $14M | $15M | $16M | $15M | $16M | $14M | $17M | $18M | $21M | $18M | $17M | |
| Stock-based Comp | $120M | $121M | $133M | $128M | $85M | $93M | $101M | $98M | $79M | $77M | $81M | $85M | $67M | $63M | $65M | $65M | |
| Deferred Tax | $-108M | $-105M | $-110M | $135M | $-231M | $-107M | $-116M | $-148M | $-151M | $-78M | $-153M | $-87M | $-59M | $-71M | $-96M | $-42M | |
| Amort. of Intangibles | · | · | $-145M | $16M | $165M | $6M | $7M | $7M | $7M | $7M | $7M | $8M | $9M | $9M | · | $9M | |
| Other Non-cash | · | $631M | · | · | · | $-172M | · | · | · | $-139M | · | · | · | $-75M | · | · | |
| Operating Cash Flow | $1.08B | $1.69B | $1.26B | $1.27B | $1.20B | $642M | $1.03B | $1.17B | $989M | $514M | $526M | $699M | $434M | $374M | $40M | $134M | |
| CapEx | $30M | $54M | $37M | $30M | $24M | $28M | $12M | $7M | $3M | $9M | $6M | $11M | $12M | $6M | $10M | $10M | |
| Investing Cash Flow | $-1.58B | $-865M | $-999M | $-1.19B | $-625M | $-766M | $-1.31B | $-374M | $-478M | $-296M | $-337M | $-226M | $-103M | $-22M | $-83M | $126M | |
| Stock Repurchased | $0 | $0 | $620M | $0 | $196M | $787M | $124M | $65M | $172M | $63M | $21.0K | $0 | $30M | $82M | $3M | $48M | |
| Net Stock Activity | · | $0 | · | · | · | $-787M | · | · | · | $-63M | · | · | · | $-82M | · | · | |
| Financing Cash Flow | $-2M | $0 | $-626M | $21M | $-197M | $-794M | $-130M | $-56M | $-173M | $-63M | $-1M | $15M | $-29M | $-68M | $-5M | $-34M | |
| Net Change in Cash | $-499M | $826M | $-363M | $101M | $380M | $-917M | $-413M | $747M | $337M | $154M | $190M | $487M | $302M | $285M | $-45M | $223M | |
| Free Cash Flow | · | $1.64B | · | · | · | $613M | · | · | · | $504M | · | · | · | $369M | · | · |
Kârlılık
| Metrik | Eğilim | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 62.9% | 61.9% | · | 64.6% | 65.2% | 63.6% | · | 64.1% | 64.9% | 63.7% | · | 62.4% | 60.6% | 59.5% | · | 60.3% | |
| Operating Margin | 45.4% | 42.7% | · | 42.4% | 44.7% | 42.8% | · | 43.4% | 41.4% | 42.0% | · | 39.9% | 36.3% | 35.9% | · | 35.5% | |
| Net Margin | 40.0% | 37.8% | · | 37.0% | 40.3% | 40.6% | · | 41.3% | 39.4% | 40.6% | · | 36.1% | 33.7% | 32.3% | · | 30.1% | |
| Pretax Margin | 49.5% | 46.9% | · | 46.7% | 49.0% | 47.6% | · | 48.8% | 45.6% | 46.0% | · | 42.7% | 40.2% | 36.8% | · | 36.0% | |
| EBITDA Margin | 45.4% | 43.6% | · | 42.4% | 44.7% | 43.5% | · | 43.4% | 41.4% | 43.0% | · | 39.9% | 36.3% | 37.4% | · | 35.5% | |
| ROA | 6.0% | 5.7% | · | 5.5% | 6.3% | 6.5% | · | 6.8% | 6.7% | 7.0% | · | 7.2% | 7.0% | 6.4% | · | 6.1% | |
| ROE | 9.4% | 8.7% | · | 8.1% | 9.2% | 9.0% | · | 9.5% | 9.3% | 9.7% | · | 10.0% | 10.0% | 9.2% | · | 8.6% | |
| ROIC | 7.5% | 6.9% | · | 6.5% | 7.4% | 7.2% | · | 7.2% | 7.2% | 7.4% | · | 7.8% | 7.6% | 8.0% | · | 7.9% |
Likidite ve Solventlik
| Metrik | Eğilim | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.0 | 2.8 | · | 3.3 | 3.3 | 3.9 | · | 4.5 | 4.6 | 5.0 | · | 4.1 | 4.1 | 4.0 | · | 4.0 | |
| Quick Ratio | 0.7 | 0.7 | · | 0.8 | 1.0 | 1.1 | · | 1.8 | 1.7 | 1.8 | · | 1.4 | 1.2 | 1.1 | · | 1.1 |
Verimlilik
| Metrik | Eğilim | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.5 | · | 0.6 | |
| Receivables Turnover | 1.6 | 1.6 | · | 1.8 | 1.5 | 1.6 | · | 1.8 | 1.7 | 1.6 | · | 2.0 | 2.1 | 1.8 | · | 2.2 |
Hisse Başına
| Metrik | Eğilim | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.73 | $10.71 | · | $9.46 | $8.67 | $8.05 | · | $29.37 | $26.84 | $25.07 | · | $20.92 | $18.93 | $17.30 | · | $14.35 | |
| Revenue / Share | $2.38 | $2.13 | · | $1.81 | $1.73 | $1.57 | · | $5.65 | $5.28 | $4.91 | · | $4.75 | $4.61 | $4.28 | · | $3.74 | |
| Cash Flow / Share | · | $1.33 | · | · | · | $0.50 | · | · | · | $1.61 | · | · | · | $1.19 | · | · | |
| Cash / Share | $1.82 | $2.22 | · | $1.85 | $1.77 | $1.47 | · | $10.08 | $7.73 | $6.67 | · | $5.62 | $4.08 | $3.10 | · | $2.34 | |
| EPS (TTM) | $3.16 | $2.91 | · | $2.64 | $2.55 | $2.37 | · | $-1.40 | $-0.26 | $0.77 | · | $2.80 | $2.21 | $1.60 | · | $3.66 |
Değerleme (TTM)
| Metrik | Eğilim | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10.54B | $9.71B | · | $8.45B | $7.95B | $7.44B | · | $6.61B | $6.31B | $6.08B | · | $5.60B | $5.26B | $4.86B | · | $3.93B | |
| Net Income TTM | $4.04B | $3.72B | · | $3.36B | $3.25B | $3.03B | · | $2.66B | $2.46B | $2.29B | · | $1.90B | $1.71B | $1.52B | · | $1.16B | |
| Market Cap | $214.25B | $154.60B | · | $183.48B | $128.58B | $97.36B | · | $30.21B | $27.52B | $22.73B | · | $14.30B | $12.53B | $12.93B | · | $8.62B | |
| P/E | 53.8 | 42.2 | · | 55.2 | 40.1 | 32.7 | · | -68.5 | -337.0 | 94.1 | · | 16.4 | 18.3 | 26.2 | · | 7.7 | |
| P/S | 20.3 | 15.9 | · | 21.7 | 16.2 | 13.1 | · | 4.6 | 4.4 | 3.7 | · | 2.6 | 2.4 | 2.7 | · | 2.2 | |
| P/B | 14.5 | 11.5 | · | 15.4 | 11.8 | 9.6 | · | 3.3 | 3.3 | 2.9 | · | 2.2 | 2.1 | 2.4 | · | 2.0 | |
| P / Tangible Book | 15.2 | 12.1 | · | 16.4 | 12.6 | 9.9 | · | 3.3 | 3.4 | 3.0 | · | 2.3 | 2.3 | 2.6 | · | 2.2 | |
| P / Cash Flow | · | 91.3 | · | · | · | 151.7 | · | · | · | 44.2 | · | · | · | 34.5 | · | · | |
| Earnings Yield | 1.9% | 2.4% | · | 1.8% | 2.5% | 3.1% | · | -1.5% | -0.30% | 1.1% | · | 6.1% | 5.5% | 3.8% | · | 13.0% |
En son dönem solda · null değerler · olarak gösterilir
Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Gelir | $9.01B | $7.00B | $5.86B | $4.38B | $2.95B |
| Brüt Kâr Marjı % | 64.1% | 64.1% | 62.0% | 61.1% | 63.8% |
| Faaliyet Kâr Marjı % | 42.8% | 42.0% | 38.5% | 34.9% | 31.4% |
| Net Gelir | $3.51B | $2.85B | $2.09B | $1.35B | $841M |
| Seyreltilmiş Hisse Başı Kâr | $2.75 | $2.23 | $1.65 | $1.07 | $2.63 |
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Cari Oran | 3.0 | 4.4 | 4.4 | 4.3 | 4.3 |
| Cari Oran | 0.7 | 1.4 | 1.6 | 1.2 | 1.0 |
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Serbest Nakit Akışı | $4.25B | $3.68B | $2.00B | $448M | $951M |
Kurumsal Sahipler (13F) 2.446 dosya · $163.5B toplam · Tarih itibarıyla 30 Eylül 2026
Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.
| Yeni pozisyonlar | Çıkan pozisyonlar | Artırıldı | Azaldı | Net hisse senedi değişimi |
|---|---|---|---|---|
| 374 (+108 önceki Ç'ye göre) | 108 (-40 önceki Ç'ye göre) | 975 (+107 önceki Ç'ye göre) | 747 (-8 önceki Ç'ye göre) | +21.5M |
Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.
| Kurum | Değer | Hisse senetleri | % izlenen 13F'nin | Tür |
|---|---|---|---|---|
| BlackRock, Inc. | $15.524.287.266 | 91.383.843 | 9,49% | Hisse senetleri |
| VANGUARD GROUP INC | $13.258.877.087 | 101.189.629 | 8,11% | Hisse senetleri |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.668.776.727 | 68.688.349 | 7,14% | Hisse senetleri |
| STATE STREET CORP | $8.182.406.614 | 48.165.803 | 5,00% | Hisse senetleri |
| FMR LLC | $8.043.794.998 | 47.349.865 | 4,92% | Hisse senetleri |
| GEODE CAPITAL MANAGEMENT, LLC | $4.658.704.750 | 27.505.753 | 2,85% | Hisse senetleri |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.384.389.601 | 25.808.745 | 2,68% | Hisse senetleri |
| MORGAN STANLEY | $3.346.030.863 | 19.696.435 | 2,05% | Hisse senetleri |
| Cresset Asset Management, LLC | $3.290.245.013 | 19.368.054 | 2,01% | Hisse senetleri |
| Capital Research Global Investors | $2.236.166.516 | 13.164.137 | 1,37% | Hisse senetleri |
| AMERIPRISE FINANCIAL INC | $2.174.367.920 | 12.800.606 | 1,33% | Hisse senetleri |
| NORGES BANK | $2.080.506.770 | 12.246.920 | 1,27% | Hisse senetleri |
| JPMORGAN CHASE & CO | $1.922.551.190 | 11.715.728 | 1,18% | Hisse senetleri |
| Nuveen, LLC | $1.823.763.218 | 10.735.597 | 1,12% | Hisse senetleri |
| NORTHERN TRUST CORP | $1.722.429.458 | 10.139.095 | 1,05% | Hisse senetleri |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.712.787.940 | 9.725.196 | 1,05% | Hisse senetleri |
| FRANKLIN RESOURCES INC | $1.686.671.372 | 9.928.605 | 1,03% | Hisse senetleri |
| GOLDMAN SACHS GROUP INC | $1.637.786.407 | 9.640.843 | 1,00% | Hisse senetleri |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1.634.633.436 | 9.622.283 | 1,00% | Hisse senetleri |
| DEUTSCHE BANK AG\ | $1.589.651.420 | 9.357.496 | 0,97% | Hisse senetleri |
| PeakShares LLC | $1.573.429.000 | 9.262 | 0,96% | Hisse senetleri |
| WELLINGTON MANAGEMENT GROUP LLP | $1.433.950.794 | 8.440.963 | 0,88% | Hisse senetleri |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.398.637.499 | 8.233.091 | 0,86% | Hisse senetleri |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.304.014.703 | 10.620.742 | 0,80% | Hisse senetleri |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.293.799.964 | 7.615.964 | 0,79% | Hisse senetleri |
| Amundi | $1.241.659.035 | 7.309.036 | 0,76% | Hisse senetleri |
| Legal & General Group Plc | $1.197.897.272 | 7.051.432 | 0,73% | Hisse senetleri |
| BANK OF AMERICA CORP /DE/ | $1.111.877.799 | 6.545.078 | 0,68% | Hisse senetleri |
| Swedbank AB | $1.072.793.725 | 6.315.009 | 0,66% | Hisse senetleri |
| UBS Group AG | $1.070.405.047 | 6.300.948 | 0,65% | Hisse senetleri |
| Clearbridge Investments, LLC | $1.020.589.195 | 6.007.707 | 0,62% | Hisse senetleri |
| VANGUARD FIDUCIARY TRUST CO | $1.013.579.846 | 5.966.446 | 0,62% | Hisse senetleri |
| AQR CAPITAL MANAGEMENT LLC | $1.002.865.763 | 5.932.011 | 0,61% | Hisse senetleri |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $954.594.452 | 5.619.228 | 0,58% | Hisse senetleri |
| Bank of New York Mellon Corp | $911.212.604 | 5.363.860 | 0,56% | Hisse senetleri |
| Point72 Asset Management, L.P. | $873.138.522 | 5.139.737 | 0,53% | Hisse senetleri |
| ROYAL BANK OF CANADA | $850.347.000 | 5.005.585 | 0,52% | Hisse senetleri |
| WELLS FARGO & COMPANY/MN | $815.259.296 | 4.799.030 | 0,50% | Hisse senetleri |
| Invesco Ltd. | $802.545.402 | 4.724.190 | 0,49% | Hisse senetleri |
| Pictet Asset Management Holding SA | $791.055.885 | 4.658.879 | 0,48% | Hisse senetleri |
| FIRST TRUST ADVISORS LP | $780.048.514 | 4.591.762 | 0,48% | Hisse senetleri |
| JANE STREET GROUP, LLC | $665.878.636 | 3.919.700 | 0,41% | Satım opsiyonu |
| Capital World Investors | $629.769.453 | 3.707.143 | 0,39% | Hisse senetleri |
| Robeco Institutional Asset Management B.V. | $620.951.488 | 3.655.236 | 0,38% | Hisse senetleri |
| JANUS HENDERSON GROUP PLC | $599.195.458 | 4.880.273 | 0,37% | Hisse senetleri |
| Winslow Capital Management, LLC | $592.030.271 | 3.484.991 | 0,36% | Hisse senetleri |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $581.791.904 | 3.425.159 | 0,36% | Hisse senetleri |
| NORDEA INVESTMENT MANAGEMENT AB | $580.662.230 | 3.444.227 | 0,36% | Hisse senetleri |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $572.869.336 | 3.372.200 | 0,35% | Alım opsiyonu |
| ENVESTNET ASSET MANAGEMENT INC | $557.355.377 | 3.280.887 | 0,34% | Hisse senetleri |
Şirket yöneticileri 23 içeriden öğrenenler · 10 yöneticiler · 12 yönetim kurulu üyeleri
| İçeriden Öğrenen | Rol | Son işlem | Sahip olunan hisse senetleri | Alımlar 12ay | Satışlar 12ay | Net 12ay |
|---|---|---|---|---|---|---|
| Jayshree Ullal | CEO and Chairperson | 25 Eylül 2026 S | 15.943.854 | 0 | 154 | $-666.832.573 |
| Chantelle Yvette Breithaupt | Senior Vice President, CFO | 01 Eylül 2026 S | 69.921 | 0 | 3 | $-1.882.275 |
| Ita M Brennan | Senior Vice President, CFO | 01 Aralık 2023 M | 21.070 | 0 | 0 | $0 |
| Kelyn Brannon | Chief Financial Officer | 08 Nisan 2015 M | 483 | 0 | 0 | $0 |
| Kenneth Duda | President and CTO | 21 Eylül 2026 M | 442.400 | 0 | 186 | $-94.591.530 |
| Todd Nightingale | President and COO | 20 Ağustos 2026 M | 69.463 | 0 | 0 | $0 |
| Anshul Sadana | SVP, Chief Operating Officer | 20 Mayıs 2024 M | 72.199 | 0 | 0 | $0 |
| Marc Taxay | SVP and General Counsel | 03 Mart 2025 S | 0 | 0 | 0 | $0 |
| John F Mccool | Chief Platform Officer | 26 Şubat 2025 S | 0 | 0 | 0 | $0 |
| Manuel Felix Rivelo | SVP, Chief Customer Officer | 20 Kasım 2019 M | 1.634 | 0 | 0 | $0 |
| Mark B Templeton | Yönetim kurulu üyesi | 08 Eylül 2026 S | 53.410 | 0 | 5 | $-985.795 |
| Kelly Bodnar Battles | Yönetim kurulu üyesi | 21 Ağustos 2026 S | 10.194 | 0 | 21 | $-244.335 |
| Robert G Lavender | Yönetim kurulu üyesi | 20 Ağustos 2026 M | 4.607 | 0 | 0 | $0 |
| Yvonne Wassenaar | Yönetim kurulu üyesi | 20 Ağustos 2026 M | 10.322 | 0 | 18 | $-778.157 |
| Daniel Scheinman | Yönetim kurulu üyesi | 20 Ağustos 2026 M | 158.730 | 0 | 0 | $0 |
| Charles H Giancarlo | Yönetim kurulu üyesi | 20 Ağustos 2026 M | 1.509 | 0 | 63 | $-13.232.975 |
| Lewis Chew | Yönetim kurulu üyesi | 20 Ağustos 2026 M | 31.770 | 0 | 0 | $0 |
| Nikos Theodosopoulos | Yönetim kurulu üyesi | 22 Mayıs 2023 M | 26.002 | 0 | 0 | $0 |
| Ann Mather | Yönetim kurulu üyesi | 20 Mayıs 2022 M | 4.100 | 0 | 0 | $0 |
| Marc F Stoll | Yönetim kurulu üyesi | 11 Mayıs 2017 M | 0 | 0 | 0 | $0 |
| Andreas Bechtolsheim | 10% sahip | 17 Eylül 2026 S | 180.543.048 | 0 | 127 | $-579.351.835 |
| 2010 David R Cheriton Irrevocable Trust dtd July 27, 2010 | 10% sahip | 27 Mayıs 2016 S | 6.762.981 | 0 | 0 | $0 |
| Mark Stephen Smith | · | 15 Şubat 2017 M | 63.100 | 0 | 0 | $0 |
SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış
ETF sahipliği 168 ETF'ler tarafından tutuluyor
Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.
| Fon | Ağırlık | Birimler | Tarih itibarıyla | Kaynak |
|---|---|---|---|---|
| IYZ · iShares Trust | 12,55% | 809.806 SH | 11 Eylül 2026 | Günlük |
| AIFD · TCW ETF Trust | 5,90% | 40.972 NS | 31 Temmuz 2026 | N-PORT |
| IDGT · iShares Trust | 5,52% | 148.527 SH | 11 Eylül 2026 | Günlük |
| FDND · First Trust Exchange-Traded Fund IV | 4,75% | 2.567 NS | 31 Temmuz 2026 | N-PORT |
| PWRD · TCW ETF Trust | 4,05% | 326.610 NS | 31 Temmuz 2026 | N-PORT |
| GPTY · Tidal Trust II | 3,89% | 21.950 NS | 31 Temmuz 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 3,84% | 8.291 NS | 31 Temmuz 2026 | N-PORT |
| BRNY · EA Series Trust | 3,68% | 118.253 NS | 31 Temmuz 2026 | N-PORT |
| IWLG · New York Life Investments Active ET… | 3,52% | 60.865 NS | 31 Temmuz 2026 | N-PORT |
| NEWZ · EA Series Trust | 3,48% | 3.770 NS | 31 Temmuz 2026 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 3,32% | 17.206 NS | 31 Temmuz 2026 | N-PORT |
| CAML · Professionally Managed Portfolios | 3,13% | 64.034 NS | 31 Temmuz 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 2,86% | 151.526 NS | 31 Temmuz 2026 | N-PORT |
| ARTY · iShares Trust | 2,74% | 581.832 SH | 11 Eylül 2026 | Günlük |
| HFGO · Hartford Funds Exchange-Traded Trust | 2,71% | 30.240 NS | 31 Temmuz 2026 | N-PORT |
| TEC · Harbor ETF Trust | 2,68% | 945 NS | 31 Temmuz 2026 | N-PORT |
| ESLG · Strategy Shares | 2,48% | 3.203 NS | 31 Temmuz 2026 | N-PORT |
| ABFL · Abacus FCF ETF Trust | 2,43% | 70.890 NS | 31 Temmuz 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 2,40% | 5.606 NS | 31 Temmuz 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 2,38% | 14.861 NS | 31 Temmuz 2026 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 2,37% | 236.761 SH | 01 Ekim 2026 | Günlük |
| LCLG · Advisors Series Trust | 2,36% | 14.108 NS | 31 Temmuz 2026 | N-PORT |
| IETC · iShares U.S. ETF Trust | 2,30% | 83.459 SH | 11 Eylül 2026 | Günlük |
| KNCT · Invesco Exchange-Traded Fund Trust | 2,21% | 17.891 SH | 01 Ekim 2026 | Günlük |
| CHAT · Tidal Trust II | 2,17% | 213.262 NS | 31 Temmuz 2026 | N-PORT |
| FGSI · First Trust Exchange-Traded Fund IV | 2,08% | 239 NS | 31 Temmuz 2026 | N-PORT |
| RPG · Invesco Exchange-Traded Fund Trust | 2,06% | 195.095 SH | 01 Ekim 2026 | Günlük |
| NUGO · Nushares ETF Trust | 1,85% | 249.937 NS | 31 Temmuz 2026 | N-PORT |
| SAWG · ETF Series Solutions | 1,80% | 287 NS | 31 Temmuz 2026 | N-PORT |
| EQTY · Valued Advisers Trust | 1,78% | 140.696 NS | 31 Temmuz 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 1,73% | 125.060 SH | 01 Ekim 2026 | Günlük |
| TGLB · T. Rowe Price Exchange-Traded Funds… | 1,68% | 2.439 NS | 31 Temmuz 2026 | N-PORT |
| FMAG · FIDELITY COVINGTON TRUST | 1,66% | 22.660 NS | 31 Temmuz 2026 | N-PORT |
| SOVF · Elevation Series Trust | 1,51% | 7.328 NS | 31 Temmuz 2026 | N-PORT |
| VEGN · ETF Series Solutions | 1,50% | 14.762 NS | 31 Temmuz 2026 | N-PORT |
| ALTL · Pacer Funds Trust | 1,49% | 7.620 NS | 31 Temmuz 2026 | N-PORT |
| JHAI · Janus Detroit Street Trust | 1,49% | 1.928 NS | 31 Temmuz 2026 | N-PORT |
| PWB · Invesco Exchange-Traded Fund Trust | 1,46% | 194.768 SH | 01 Ekim 2026 | Günlük |
| QUAL · iShares Trust | 1,46% | 3.607.919 SH | 11 Eylül 2026 | Günlük |
| RSPT · Invesco Exchange-Traded Fund Trust | 1,39% | 410.869 SH | 01 Ekim 2026 | Günlük |
| IWFG · New York Life Investments Active ET… | 1,39% | 4.651 NS | 31 Temmuz 2026 | N-PORT |
| COWG · Pacer Funds Trust | 1,32% | 161.406 NS | 31 Temmuz 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 1,32% | 11.120 NS | 31 Temmuz 2026 | N-PORT |
| GARP · iShares Trust | 1,31% | 211.935 SH | 11 Eylül 2026 | Günlük |
| HAPI · Harbor ETF Trust | 1,30% | 35.369 NS | 31 Temmuz 2026 | N-PORT |
| GRZZ · Tidal Trust II | 1,30% | 2.401 NS | 31 Temmuz 2026 | N-PORT |
| SEMI · Columbia ETF Trust I | 1,17% | 2.442 NS | 31 Temmuz 2026 | N-PORT |
| LCOW · Pacer Funds Trust | 1,15% | 1.648 NS | 31 Temmuz 2026 | N-PORT |
| XOEF · iShares Trust | 1,10% | 1.295 SH | 11 Eylül 2026 | Günlük |
| EQWL · Invesco Exchange-Traded Fund Trust | 1,08% | 145.987 SH | 01 Ekim 2026 | Günlük |
| SPHB · Invesco Exchange-Traded Fund Trust … | 1,06% | 49.565 SH | 01 Ekim 2026 | Günlük |
| LRND · New York Life Investments ETF Trust | 1,02% | 22.609 NS | 31 Temmuz 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 1,01% | 4.188 NS | 31 Temmuz 2026 | N-PORT |
| WINN · Harbor ETF Trust | 1,00% | 62.537 NS | 31 Temmuz 2026 | N-PORT |
| TECL · Direxion Shares ETF Trust | 0,89% | 252.254 NS | 31 Temmuz 2026 | N-PORT |
| IGM · iShares Trust | 0,87% | 487.190 SH | 11 Eylül 2026 | Günlük |
| FTEC · FIDELITY COVINGTON TRUST | 0,84% | 926.226 NS | 31 Temmuz 2026 | N-PORT |
| JOET · Virtus ETF Trust II | 0,84% | 11.315 NS | 31 Temmuz 2026 | N-PORT |
| MTUM · iShares Trust | 0,83% | 1.070.457 SH | 11 Eylül 2026 | Günlük |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,83% | 60.518 NS | 31 Temmuz 2026 | N-PORT |
| USXF · iShares Trust | 0,82% | 63.585 SH | 11 Eylül 2026 | Günlük |
| VFQY · VANGUARD WELLINGTON FUND | 0,80% | 22.442 SH | 19 Ağustos 2026 | Günlük |
| ESUM · Strategy Shares | 0,79% | 8.019 NS | 31 Temmuz 2026 | N-PORT |
| ALRG · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 0,77% | 358 NS | 31 Temmuz 2026 | N-PORT |
| MGK · VANGUARD WORLD FUND | 0,76% | 1.498.017 SH | 19 Ağustos 2026 | Günlük |
| VGT · VANGUARD WORLD FUND | 0,74% | 7.393.453 SH | 19 Ağustos 2026 | Günlük |
| IXN · iShares Trust | 0,71% | 351.653 SH | 11 Eylül 2026 | Günlük |
| IWY · iShares Trust | 0,70% | 573.765 SH | 11 Eylül 2026 | Günlük |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,68% | 156.779 SH | 01 Ekim 2026 | Günlük |
| TRFM · ETF Series Solutions | 0,66% | 9.039 NS | 31 Temmuz 2026 | N-PORT |
| FFLC · FIDELITY COVINGTON TRUST | 0,65% | 43.508 NS | 31 Temmuz 2026 | N-PORT |
| AQLT · iShares Trust | 0,65% | 11.182 SH | 11 Eylül 2026 | Günlük |
| PALC · Pacer Funds Trust | 0,65% | 7.537 NS | 31 Temmuz 2026 | N-PORT |
| FFLG · FIDELITY COVINGTON TRUST | 0,62% | 20.379 NS | 31 Temmuz 2026 | N-PORT |
| ILCG · iShares Trust | 0,61% | 100.120 SH | 11 Eylül 2026 | Günlük |
| IWF · iShares Trust | 0,60% | 3.925.038 SH | 11 Eylül 2026 | Günlük |
| JGLO · J.P. Morgan Exchange-Traded Fund Tr… | 0,60% | 221.405 NS | 31 Temmuz 2026 | N-PORT |
| EGUS · iShares Trust | 0,60% | 872 SH | 11 Eylül 2026 | Günlük |
| FBUF · Fidelity Greenwood Street Trust | 0,59% | 777 NS | 31 Temmuz 2026 | N-PORT |
| PEVC · Pacer Funds Trust | 0,55% | 73 NS | 31 Temmuz 2026 | N-PORT |
| IVW · iShares Trust | 0,55% | 2.202.206 SH | 11 Eylül 2026 | Günlük |
| USMV · iShares Trust | 0,55% | 686.030 SH | 11 Eylül 2026 | Günlük |
| IUSG · iShares Trust | 0,52% | 909.094 SH | 11 Eylül 2026 | Günlük |
| VUG · VANGUARD INDEX FUNDS | 0,52% | 11.522.928 SH | 19 Ağustos 2026 | Günlük |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,52% | 1.653.713 SH | 19 Ağustos 2026 | Günlük |
| SPTE · SP Funds Trust | 0,50% | 5.878 NS | 31 Temmuz 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,50% | 6.032 NS | 31 Temmuz 2026 | N-PORT |
| VOOG · VANGUARD ADMIRAL FUNDS | 0,49% | 767.280 SH | 19 Ağustos 2026 | Günlük |
| OEI · Listed Funds Trust | 0,49% | 1.253 NS | 31 Temmuz 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,48% | 18.778 SH | 01 Ekim 2026 | Günlük |
| SUSA · iShares Trust | 0,48% | 102.206 SH | 11 Eylül 2026 | Günlük |
| GLBL · Pacer Funds Trust | 0,46% | 28 NS | 31 Temmuz 2026 | N-PORT |
| LRGF · iShares Trust | 0,45% | 87.486 SH | 11 Eylül 2026 | Günlük |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,44% | 113.577 NS | 31 Temmuz 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,44% | 11.125 NS | 31 Temmuz 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0,43% | 6.514 NS | 31 Temmuz 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0,43% | 140.472 NS | 31 Temmuz 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,41% | 13.154 NS | 31 Temmuz 2026 | N-PORT |
| ESG · FlexShares Trust | 0,41% | 2.970 NS | 31 Temmuz 2026 | N-PORT |
| QLC · FlexShares Trust | 0,38% | 21.504 NS | 31 Temmuz 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,38% | 33.179 NS | 31 Temmuz 2026 | N-PORT |
| USCL · iShares Trust | 0,38% | 56.649 SH | 11 Eylül 2026 | Günlük |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,37% | 29.841 SH | 01 Ekim 2026 | Günlük |
| WRND · New York Life Investments ETF Trust | 0,36% | 210 NS | 31 Temmuz 2026 | N-PORT |
| TOPC · iShares Trust | 0,36% | 627 SH | 11 Eylül 2026 | Günlük |
| GLOF · iShares Trust | 0,36% | 3.820 SH | 11 Eylül 2026 | Günlük |
| IWL · iShares Trust | 0,35% | 40.577 SH | 11 Eylül 2026 | Günlük |
| MGC · VANGUARD WORLD FUND | 0,34% | 214.208 SH | 19 Ağustos 2026 | Günlük |
| ACIO · ETF Series Solutions | 0,34% | 44.055 NS | 31 Temmuz 2026 | N-PORT |
| XVV · iShares Trust | 0,33% | 11.882 SH | 11 Eylül 2026 | Günlük |
| ADME · ETF Series Solutions | 0,33% | 5.387 NS | 31 Temmuz 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,33% | 184.700 SH | 01 Ekim 2026 | Günlük |
| PBP · Invesco Exchange-Traded Fund Trust | 0,33% | 6.229 SH | 01 Ekim 2026 | Günlük |
| INFO · Harbor ETF Trust | 0,32% | 14.830 NS | 31 Temmuz 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0,32% | 102 NS | 31 Temmuz 2026 | N-PORT |
| ESGU · iShares Trust | 0,31% | 291.450 SH | 11 Eylül 2026 | Günlük |
| ESGV · VANGUARD WORLD FUND | 0,30% | 236.126 SH | 19 Ağustos 2026 | Günlük |
| ESLV · Strategy Shares | 0,30% | 237 NS | 31 Temmuz 2026 | N-PORT |
| IVV · iShares Trust | 0,30% | 13.014.770 SH | 11 Eylül 2026 | Günlük |
| ILCB · iShares Trust | 0,29% | 19.958 SH | 11 Eylül 2026 | Günlük |
| PTLC · Pacer Funds Trust | 0,29% | 52.441 NS | 31 Temmuz 2026 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0,29% | 1.250.021 SH | 19 Ağustos 2026 | Günlük |
| TOV · EA Series Trust | 0,29% | 4.214 NS | 31 Temmuz 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,29% | 87.651 NS | 31 Temmuz 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,29% | 141.707 NS | 31 Temmuz 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,29% | 17.382 NS | 31 Temmuz 2026 | N-PORT |
| IWB · iShares Trust | 0,28% | 722.895 SH | 11 Eylül 2026 | Günlük |
| DFUS · Dimensional ETF Trust | 0,28% | 323.815 NS | 31 Temmuz 2026 | N-PORT |
| IYY · iShares Trust | 0,28% | 44.274 SH | 11 Eylül 2026 | Günlük |
| PABU · iShares Trust | 0,27% | 35.972 SH | 11 Eylül 2026 | Günlük |
| PHDG · Invesco Actively Managed Exchange-T… | 0,27% | 825 SH | 01 Ekim 2026 | Günlük |
| IWV · iShares Trust | 0,27% | 287.959 SH | 11 Eylül 2026 | Günlük |
| VOO · VANGUARD INDEX FUNDS | 0,27% | 26.820.388 SH | 19 Ağustos 2026 | Günlük |
| SPUU · Direxion Shares ETF Trust | 0,27% | 3.896 NS | 31 Temmuz 2026 | N-PORT |
| ITOT · iShares Trust | 0,27% | 1.342.178 SH | 11 Eylül 2026 | Günlük |
| QDPL · Pacer Funds Trust | 0,26% | 24.855 NS | 31 Temmuz 2026 | N-PORT |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,26% | 172.673 SH | 19 Ağustos 2026 | Günlük |
| ESMV · iShares Trust | 0,25% | 103 SH | 11 Eylül 2026 | Günlük |
| VTI · VANGUARD INDEX FUNDS | 0,25% | 33.984.398 SH | 19 Ağustos 2026 | Günlük |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,24% | 87.932 SH | 19 Ağustos 2026 | Günlük |
| SIZE · iShares Trust | 0,24% | 5.376 SH | 11 Eylül 2026 | Günlük |
| TOK · iShares Trust | 0,24% | 2.954 SH | 11 Eylül 2026 | Günlük |
| JOYT · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 1.271 NS | 31 Temmuz 2026 | N-PORT |
| HCMT · Direxion Shares ETF Trust | 0,23% | 7.185 NS | 31 Temmuz 2026 | N-PORT |
| URTH · iShares, Inc. | 0,22% | 95.744 SH | 11 Eylül 2026 | Günlük |
| RSP · Invesco Exchange-Traded Fund Trust | 0,22% | 1.014.930 SH | 01 Ekim 2026 | Günlük |
| SPXL · Direxion Shares ETF Trust | 0,22% | 80.725 NS | 31 Temmuz 2026 | N-PORT |
| XT · iShares Trust | 0,21% | 42.509 SH | 11 Eylül 2026 | Günlük |
| EUSA · iShares, Inc. | 0,21% | 20.926 SH | 11 Eylül 2026 | Günlük |
| CRBN · iShares Trust | 0,20% | 12.569 SH | 11 Eylül 2026 | Günlük |
| HQGO · Lattice Strategies Trust | 0,20% | 549 NS | 31 Temmuz 2026 | N-PORT |
| ACWI · iShares Trust | 0,20% | 340.704 SH | 11 Eylül 2026 | Günlük |
| TILT · FlexShares Trust | 0,19% | 22.752 NS | 31 Temmuz 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,18% | 126.015 NS | 31 Temmuz 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,17% | 6.760 NS | 31 Temmuz 2026 | N-PORT |
| PWS · Pacer Funds Trust | 0,16% | 214 NS | 31 Temmuz 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,15% | 18.055 SH | 19 Ağustos 2026 | Günlük |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,15% | 872.883 SH | 19 Ağustos 2026 | Günlük |
| DFSU · Dimensional ETF Trust | 0,15% | 18.779 NS | 31 Temmuz 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,12% | 46.912 NS | 31 Temmuz 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,12% | 5.707 SH | 01 Ekim 2026 | Günlük |
| DCOR · Dimensional ETF Trust | 0,11% | 20.366 NS | 31 Temmuz 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,06% | 30.449 SH | 01 Ekim 2026 | Günlük |
| DYNF · BlackRock ETF Trust | 0,06% | 136.577 SH | 11 Eylül 2026 | Günlük |
| DFAC · Dimensional ETF Trust | 0,06% | 164.005 NS | 31 Temmuz 2026 | N-PORT |
| HEQQ · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 97 NS | 31 Temmuz 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,06% | 27.264 SH | 01 Ekim 2026 | Günlük |
| HDUS · Lattice Strategies Trust | 0,03% | 369 NS | 31 Temmuz 2026 | N-PORT |
ANET Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel
12 Aylık Fiyat Hedefi
29 analist · 2026-10-03Ortalama hedef $242.21 +16,8%
Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı
Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.
| Hisse Sembolü | Piyasa Değeri | P/E | Gelir YoY | Net Kar Marjı | ROE | Brüt Kar Marjı |
|---|---|---|---|---|---|---|
| ANET | $164.64B | 47.6 | 28.6% | 39.0% | 30.2% | 64.1% |
| CSCO | $450.51B | 34.3 | 11.8% | 20.9% | 27.1% | 64.5% |
| LITE | $72.38B | -8.8 | 83.2% | -230.1% | -252.6% | 41.7% |
| MSI | $63.52B | 30.1 | 8.0% | 18.4% | 104.7% | 51.7% |
| CIEN | $26.78B | 223.4 | 18.8% | 2.6% | 4.5% | 42.0% |
| UI | $32.32B | 33.7 | 27.2% | 29.3% | 78.2% | 46.2% |
| FFIV | $18.64B | 27.4 | 9.7% | 22.4% | 20.1% | 81.4% |
| VIAV | $11.76B | -366.4 | 40.0% | -2.0% | -2.7% | 57.7% |
| VSAT | $6.25B | -183.2 | 2.7% | -0.73% | -0.74% | · |
| AAOI | $2.61B | -54.5 | 82.8% | -8.4% | -6.6% | 30.0% |
| ONDS | $3.72B | -15.7 | 605.3% | -260.7% | -57.0% | 39.7% |
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