VIAV Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

03

Fiyat $47.10

Piyasa Değeri (MRQ) $11.63B

P/E (TTM) -362.3

Hisse Başına Kâr (TTM) $-0.13

Gelir (TTM) $1.52B

ROE (TTM) -2.7%

D/E Borç/Özsermaye 0.2

52 Haftlık Aralık $12–$60

VIAV Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

04

aralık

çubuklar

Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.

Hisse bölünmeleri 7

Ex-tarihi	Bölünme	Tür
04 Ağustos 2015	879-for-500	İleri
17 Ekim 2006	1-for-8	Ters
13 Mart 2000	2-for-1	İleri
30 Aralık 1999	2-for-1	İleri
27 Temmuz 1999	2-for-1	İleri
13 Kasım 1997	2-for-1	İleri
04 Haziran 1996	2-for-1	İleri

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

06

Gelir$1.52B

2018-06-30 → 2026-06-27

Hisse Başına Kâr$-0.13

2018-06-30 → 2026-06-27

Serbest Nakit Akışı$83M

2018-06-30 → 2026-06-27

Net kar marjı-2.0%

2018-06-30 → 2026-06-27

Değerleme ve Oranlar 07–12

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik	VIAV	5Y ort.	Akran Ortalaması	Sonuç
P/E (TTM)	-362.35Y ort. ≈-63.5	≈-63.5	·	·
F/S (TTM)	7.75Y ort. ≈3.4	≈3.4	7.1	Aşırı değerli
F/D (MRQ)	8.05Y ort. ≈4.2	≈4.2	8.5	Adil değer
EV / EBITDA	106.85Y ort. ≈54.7	≈54.7	35.3	Aşırı değerli
Fiyat / Serbest Nakit Akışı (TTM)	140.55Y ort. ≈58.4	≈58.4	·	·
Fiyat / Nakit Akışı (TTM)	102.15Y ort. ≈40.8	≈40.8	32.5	Aşırı değerli
EV / Revenue (EV / Gelir)	7.45Y ort. ≈3.1	≈3.1	·	·
EV / FCF	135.65Y ort. ≈53.5	≈53.5	·	·
Fiyat / Maddi Defter Değeri (MRQ)	10.95Y ort. ≈24.0	≈24.0	·	·

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	VIAV	5Y ort.	Akran Ortalaması	Sonuç
Brüt Kar Marjı (TTM)	57.7%5Y ort. ≈57.6%	≈57.6%	53.6%	Aynı seviyede
Faaliyet Kâr Marjı (TTM)	6.9%5Y ort. ≈5.4%	≈5.4%	12.5%	Ortalamanın altında
EBITDA Margin (FAVÖK Marjı)	6.9%5Y ort. ≈5.4%	≈5.4%	12.5%	Ortalamanın altında
Vergi Öncesi Kar Marjı (TTM)	1.1%5Y ort. ≈2.8%	≈2.8%	11.3%	Zayıf
Net Kâr Marjı (TTM)	-2.0%5Y ort. ≈0.23%	≈0.23%	9.6%	Zayıf
ROA (TTM)	-1.3%5Y ort. ≈0.13%	≈0.13%	2.9%	Zayıf
ROE (TTM)	-2.7%5Y ort. ≈0.52%	≈0.52%	12.3%	Zayıf
ROIC	-11.9%5Y ort. ≈-2.3%	≈-2.3%	10.5%	Zayıf

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik	VIAV	5Y ort.	Akran Ortalaması	Sonuç
Debt / Equity (Borç / Öz Sermaye)	0.25Y ort. ≈0.2	≈0.2	0.2	Aynı seviyede
Cari Oran (MRQ)	1.85Y ort. ≈2.4	≈2.4	1.8	Aynı seviyede
Cari Oran (MRQ)	1.55Y ort. ≈1.9	≈1.9	1.4	Aynı seviyede

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik	VIAV	5Y ort.	Akran Ortalaması	Sonuç
Revenue YoY (Gelir Yıllık Bazda)	40.0%5Y ort. ≈6.1%	≈6.1%	·	·
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)	11.1%5Y ort. ≈-0.32%	≈-0.32%	·	·
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)	4.8%	·	·	·
EPS CAGR 3Y (EPS Bileşik Yıllık Büyüme Oranı 3Y)	28.9%	·	·	·
EPS CAGR 5Y (EPS Bileşik Yıllık Büyüme Oranı 5Y)	-6.5%	·	·	·
Net Income CAGR 3Y (Net Gelir Bileşik Yıllık Büyüme Oranı 3Y)	30.9%	·	·	·
Net Income CAGR 5Y (Net Gelir Bileşik Yıllık Büyüme Oranı 5Y)	-6.6%	·	·	·

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik	VIAV	5Y ort.	Akran Ortalaması	Sonuç
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))	$-0.135Y ort. ≈$0.00	≈$0.00	·	·
Revenue / Share (Hisse Başına Gelir)	$6.625Y ort. ≈$5.20	≈$5.20	·	·
Cash Flow / Share (Hisse Başına Nakit Akışı)	$0.505Y ort. ≈$0.48	≈$0.48	·	·
Cash / Share (Hisse Başına Nakit)	$2.625Y ort. ≈$2.23	≈$2.23	·	·

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik	VIAV	5Y ort.	Akran Ortalaması	Sonuç
Asset Turnover (Aktif Devir Hızı)	0.65Y ort. ≈0.6	≈0.6	0.6	Aynı seviyede
Inventory Turnover (Stok Devir Hızı)	4.75Y ort. ≈4.3	≈4.3	4.7	Aynı seviyede
Receivables Turnover (Alacak Devir Hızı)	5.05Y ort. ≈4.6	≈4.6	6.0	Zayıf
Revenue / Employee (Çalışan Başına Gelir)	≈$370.3K	·	·	·

değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

14

Ort. Sürpriz 14.6%

Sonraki Rapor Eki 27, 2026

Dönem	EPS Gerçek	EPS Tahmin	Sürpriz
30 Haziran 2026	$0.34	$0.30	11.7%
31 Mart 2026	$0.27	$0.24	14.5%
31 Aralık 2025	$0.22	$0.19	15.6%
30 Eylül 2025	$0.15	$0.13	11.3%
30 Haziran 2025	$0.13	$0.12	10.7%
31 Mart 2025	$0.15	$0.12	23.9%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

15

Gelir Tablosu 18

Metrik	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue	$1.52B	$1.08B	$1.00B	$1.11B	$1.29B	$1.20B	$1.14B	$1.13B	$876M	$805M	$906M	$874M
Cost of Revenue	$643M	$463M	$424M	$467M	$519M	$484M	$471M	$479M	$387M	$326M	$357M	$354M
Gross Profit	$875M	$621M	$576M	$639M	$774M	$714M	$665M	$651M	$488M	$479M	$550M	$520M
R&D Expense	$263M	$209M	$202M	$207M	$213M	$203M	$194M	$187M	$133M	$136M	$166M	$173M
SG&A Expense	$469M	$349M	$333M	$329M	$366M	$338M	$315M	$344M	$324M	$300M	$351M	$376M
Operating Expenses	$770M	$564M	$555M	$556M	$588M	$572M	$547M	$584M	$486M	$472M	$634M	$596M
Operating Income	$105M	$58M	$21M	$82M	$185M	$142M	$118M	$67M	$2M	$7M	$-84M	$-76M
Interest Expense	·	·	·	$27M	$23M	$15M	$13M	$34M	$47M	$43M	$36M	$33M
Interest Income	$15M	$13M	$19M	$10M	$3M	$3M	$7M	$8M	$16M	$11M	$6M	$5M
Other Non-op	$15M	$11M	$22M	$8M	$5M	$3M	$10M	$6M	$10M	$13M	$2M	$4M
Pretax Income	$16M	$39M	$12M	$61M	$65M	$131M	$114M	$39M	$-36M	$180M	$-46M	$-105M
Income Tax	$48M	$4M	$37M	$35M	$50M	$63M	$65M	$32M	$13M	$21M	$4M	$26M
Net Income	$-30M	$35M	$-26M	$26M	$16M	$68M	$49M	$5M	$-49M	$160M	$-99M	$-88M
EPS (Basic)	$-0.13	$0.16	$-0.12	$0.11	$0.07	$0.30	$0.21	$0.02	$-0.21	$0.70	$-0.42	$-0.38
EPS (Diluted)	$-0.13	$0.15	$-0.12	$0.11	$0.07	$0.29	$0.21	$0.02	$-0.21	$0.68	$-0.42	$-0.38
Shares (Basic)	229,500,000	222,500,000	222,600,000	224,600,000	230,900,000	228,700,000	229,400,000	228,100,000	227,100,000	229,900,000	234,000,000	232,700,000
Shares (Diluted)	229,500,000	225,700,000	222,600,000	226,600,000	238,200,000	236,300,000	234,800,000	231,200,000	227,100,000	234,500,000	234,000,000	232,700,000
EBITDA	$105M	$58M	$21M	$82M	$185M	$142M	$118M	$67M	$5M	$14M	$-84M	$-52M

Bilanço 30

Metrik	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Cash & Equivalents	$648M	$424M	$471M	$506M	$560M	$698M	$539M	$522M	$611M	$1.00B	$483M	$334M
Short-term Investments	$2M	$2M	$20M	$15M	$1M	$2M	$2M	$2M	$169M	$432M	$485M	$465M
Receivables	$351M	$261M	$213M	$231M	$261M	$256M	$236M	$238M	$219M	$120M	$148M	$152M
Inventory	$155M	$118M	$96M	$116M	$110M	$95M	$83M	$103M	$92M	$48M	$51M	$54M
Prepaid Expense	$93M	$77M	$71M	$72M	$69M	$57M	$51M	$50M	$56M	$51M	$32M	$38M
Current Assets	$1.26B	$885M	$876M	$945M	$1.01B	$1.11B	$914M	$917M	$1.16B	$1.67B	$1.21B	$1.38B
PP&E (Net)	$224M	$232M	$228M	$243M	$229M	$196M	$172M	$180M	$170M	$137M	$133M	$149M
PP&E (Gross)	$680M	$670M	$637M	$629M	$593M	$554M	$495M	$529M	$499M	$459M	$451M	$456M
Accum. Depreciation	$456M	$438M	$408M	$386M	$364M	$358M	$322M	$349M	$329M	$322M	$318M	$306M
Goodwill	$701M	$596M	$453M	$455M	$388M	$396M	$381M	$381M	$336M	$152M	$152M	$256M
Intangibles	$378M	$132M	$38M	$59M	$54M	$88M	$148M	$212M	$235M	$31M	$60M	$91M
Other Non-current Assets	$72M	$62M	$58M	$62M	$66M	$60M	$55M	$17M	$15M	$14M	$13M	$21M
Total Assets	$2.71B	$1.99B	$1.74B	$1.85B	$1.83B	$1.96B	$1.78B	$1.82B	$2.03B	$2.11B	$1.68B	$2.22B
Accounts Payable	$92M	$69M	$50M	$47M	$58M	$63M	$53M	$63M	$56M	$33M	$47M	$42M
Accrued Liabilities	$27M	$29M	$25M	$21M	$29M	$25M	$23M	$34M	$30M	$31M	$25M	$24M
Short-term Debt	$245M	$246M	$0	$96M	$68M	$457M	$3M	$0	$275M	$0	$0	$0
Current Liabilities	$680M	$590M	$247M	$344M	$369M	$747M	$233M	$284M	$553M	$229M	$226M	$376M
Capital Leases	$31M	$24M	$26M	$29M	$34M	$31M	$28M	$0	$27M	$28M	$29M	$29M
Deferred Tax	$7M	$6M	$12M	$14M	$10M	$24M	$24M	$15M	$20M	$2M	·	·
Other Non-current Liabilities	$180M	$228M	$172M	$187M	$170M	$226M	$231M	$226M	$181M	$164M	$179M	$168M
Total Liabilities	$1.26B	$1.21B	$1.05B	·	·	·	·	·	·	·	·	·
Long-term Debt	·	$396M	$636M	$630M	$616M	$224M	$679M	·	·	·	·	·
Total Debt	$245M	$246M	$0	$96M	$68M	$414M	$3M	$0	$275M	$0	$0	·
Common Stock	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K
Paid-in Capital	·	·	·	·	·	$70.18B	$70.15B	·	·	·	·	·
Retained Earnings	$-69.69B	$-69.63B	$-69.65B	$-69.60B	$-69.54B	$-69.32B	$-69.35B	$-69.38B	$-69.38B	$-69.31B	$-69.38B	$-68.87B
AOCI	$-116M	$-110M	$-144M	$-136M	$-156M	$-97M	$-166M	$-135M	$-103M	$-92M	$10M	$-48M
Stockholders' Equity	$1.45B	$780M	$682M	$691M	$672M	$764M	$633M	$627M	$735M	$804M	$689M	$1.10B
Liabilities + Equity	$2.71B	$1.99B	$1.74B	$1.85B	$1.83B	$1.96B	$1.78B	$1.82B	$2.03B	$2.11B	$1.68B	$2.22B
Shares Outstanding	247,000,000	223,000,000	221,900,000	221,500,000	226,400,000	228,300,000	228,000,000	229,000,000	227,000,000	228,000,000	232,000,000	235,000,000

Nakit Akışı 15

Metrik	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Stock-based Comp	$55M	$53M	$49M	$51M	$52M	$48M	$45M	$38M	$30M	$33M	$44M	$67M
Deferred Tax	$11M	$-28M	$300.0K	$5M	$-10M	·	·	·	·	·	·	·
Amort. of Intangibles	$22M	$5M	$6M	$9M	$10M	$33M	$35M	$38M	$21M	$14M	$15M	$20M
Restructuring	$16M	$700.0K	$14M	$12M	$-100.0K	$-2M	$4M	$15M	$8M	$22M	$10M	$27M
Operating Cash Flow	$114M	$90M	$116M	$114M	$178M	$243M	$136M	$139M	$66M	$94M	$64M	$82M
CapEx	$31M	$28M	$20M	$51M	$72M	$52M	$32M	$45M	$42M	$39M	$36M	$102M
Investing Cash Flow	$-427M	$-128M	$-22M	$-127M	$-71M	$-49M	$-30M	$81M	$-286M	$114M	$244M	$-6M
Stock Issued	$575M	$0	$0	·	·	·	·	·	·	·	·	·
Stock Repurchased	$30M	$16M	$20M	$84M	$236M	$42M	$44M	$11M	$41M	$92M	$44M	$5M
Net Stock Activity	$545M	$-16M	$-20M	$-84M	$-236M	$-42M	$-44M	$-11M	$-41M	$-92M	$-44M	$-5M
Financing Cash Flow	$541M	$-24M	$-126M	$-50M	$-210M	$-59M	$-72M	$-300M	$-180M	$311M	$-159M	$-7M
Net Change in Cash	$228M	$-50M	$-34M	$-57M	$-136M	$161M	$17M	$-94M	$-398M	$521M	$135M	$51M
Taxes Paid	$24M	$30M	$31M	$48M	$77M	$37M	·	·	·	·	·	·
Free Cash Flow	$83M	$62M	$97M	$63M	$106M	$191M	$104M	$94M	$24M	$41M	$17M	$-19M
Levered FCF	·	·	·	$52M	$100M	$176M	$93M	$87M	$-43M	$3M	$-22M	$-55M

Kârlılık 8

Metrik	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Gross Margin	57.7%	57.3%	57.6%	57.8%	59.9%	59.6%	58.6%	57.6%	55.9%	59.9%	60.7%	45.6%
Operating Margin	6.9%	5.3%	2.1%	7.4%	14.3%	11.9%	10.4%	6.0%	0.58%	1.7%	-9.3%	-3.1%
Net Margin	-2.0%	3.2%	-2.6%	2.3%	1.2%	3.9%	2.5%	0.48%	-5.2%	20.6%	-10.9%	·
Pretax Margin	1.1%	3.6%	1.2%	5.5%	5.0%	9.1%	8.3%	3.5%	-3.7%	23.0%	-5.1%	-4.9%
EBITDA Margin	6.9%	5.3%	2.1%	7.4%	14.3%	11.9%	10.4%	6.0%	0.58%	1.7%	-9.3%	-3.1%
ROA	-1.3%	1.9%	-1.4%	1.4%	0.82%	2.5%	1.6%	0.28%	-2.2%	8.8%	-5.1%	·
ROE	-2.7%	4.8%	-3.7%	3.7%	2.2%	6.0%	4.1%	0.74%	-6.2%	22.6%	-11.1%	·
ROIC	-11.9%	5.0%	-6.8%	4.4%	5.9%	5.0%	5.1%	1.8%	0.72%	1.5%	-13.4%	-5.1%

Likidite ve Solventlik 4

Metrik	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Current Ratio	1.8	1.5	3.5	2.8	2.7	1.6	3.9	3.2	2.1	7.3	5.4	3.7
Quick Ratio	1.5	1.2	2.9	2.2	2.2	1.4	3.3	2.7	1.8	6.8	4.9	3.0
Debt / Equity	0.2	0.3	0.0	0.1	0.1	0.5	0.0	0.0	0.4	0.0	0.0	·
Interest Coverage	·	·	·	3.0	7.9	3.9	3.5	2.0	0.1	0.3	-2.4	-1.5

Verimlilik 3

Metrik	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Asset Turnover	0.6	0.6	0.6	0.6	0.7	0.6	0.6	0.6	0.4	0.4	0.5	0.7
Inventory Turnover	4.7	4.4	4.0	4.1	5.1	5.4	5.1	4.9	5.5	6.5	6.8	·
Receivables Turnover	5.0	4.6	4.5	4.5	5.0	4.9	4.8	5.0	5.2	6.0	6.0	5.7

Hisse Başına 5

Metrik	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Book Value / Share	$5.86	$3.50	$3.07	$3.11	$2.97	$3.40	$3.12	$3.17	$3.17	$3.45	$2.97	$4.69
Revenue / Share	$6.62	$4.80	$4.49	$4.88	$5.43	$5.08	$4.86	$4.89	$3.88	$3.46	$3.87	$7.34
Cash Flow / Share	$0.50	$0.40	$0.52	$0.50	$0.75	$1.03	$0.58	$0.60	$0.29	$0.34	$0.23	$0.35
Cash / Share	$2.62	$1.90	$2.12	$2.28	$2.48	$3.06	$2.36	$2.28	$2.69	$4.41	$2.08	$1.48
EPS (TTM)	$-0.13	$0.15	$-0.12	$0.11	$0.07	$0.29	$0.21	$0.02	$-0.21	$0.68	$-0.42	$-0.38

Büyüme Oranları 9

Metrik	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue YoY	40.0%	8.4%	-9.6%	-14.4%	7.8%	5.5%	·	·	·	·	·	·
Revenue CAGR 3Y	11.1%	-5.7%	-5.9%	-0.89%	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	4.8%	-0.93%	·	·	·	·	·	·	·	·	·	·
EPS YoY	·	·	·	57.1%	-75.9%	38.1%	·	·	·	·	·	·
EPS CAGR 3Y	·	28.9%	·	-19.4%	·	·	·	·	·	·	·	·
EPS CAGR 5Y	·	-6.5%	·	·	·	·	·	·	·	·	·	·
Net Income YoY	·	·	·	64.5%	-77.0%	37.8%	·	·	·	·	·	·
Net Income CAGR 3Y	·	30.9%	·	-19.6%	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	·	-6.6%	·	·	·	·	·	·	·	·	·	·

Değerleme (TTM) 14

Metrik	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue TTM	$1.52B	$1.08B	$1.00B	$1.11B	$1.29B	$1.20B	$1.14B	$1.13B	$876M	$805M	$906M	$874M
Net Income TTM	$-30M	$35M	$-26M	$26M	$16M	$68M	$49M	$5M	$-49M	$160M	$-99M	$-88M
Market Cap	$11.76B	$2.23B	$1.53B	$2.52B	$2.96B	$3.98B	$2.85B	$3.04B	$2.32B	$2.40B	$1.53B	$1.61B
Enterprise Value	$11.36B	$2.05B	$1.03B	$2.09B	$2.47B	$3.70B	$2.31B	$2.52B	$1.82B	$964M	$566M	·
P/E	-366.4	66.7	-57.2	103.0	187.0	60.2	59.5	664.5	-48.8	15.5	-15.7	-18.0
P/S	7.7	2.1	1.5	2.3	2.3	3.3	2.5	2.7	2.7	3.0	1.7	1.8
P/B	8.1	2.9	2.2	3.6	4.4	5.1	4.0	4.2	3.2	3.1	2.2	1.5
P / Tangible Book	31.8	42.2	8.0	14.2	12.9	14.3	27.5	·	·	·	·	·
P / Cash Flow	103.3	24.8	13.1	22.0	16.6	16.4	21.0	21.9	35.2	30.0	29.0	19.5
P / FCF	142.1	36.0	15.7	39.9	28.0	20.8	27.5	32.4	98.9	58.0	88.1	-83.6
EV / EBITDA	108.1	35.7	49.7	25.4	13.3	26.0	19.6	37.4	356.7	70.9	-6.7	·
EV / FCF	137.2	33.1	10.7	33.2	23.3	19.3	22.3	26.9	77.4	23.3	32.5	·
EV / Revenue	7.5	1.9	1.0	1.9	1.9	3.1	2.0	2.2	2.1	1.2	0.6	·
Earnings Yield	-0.27%	1.5%	-1.8%	0.97%	0.53%	1.7%	1.7%	0.15%	-2.1%	6.5%	-6.3%	-5.6%

Gelir Tablosu 17

Metrik	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Revenue	$443M	$407M	$369M	$299M	$290M	$285M	$271M	$238M	$252M	$246M	$254M	$248M	$264M	$248M	$284M	$310M
Cost of Revenue	$181M	$173M	$159M	$130M	$127M	$124M	$110M	$102M	$106M	$108M	$106M	$104M	$118M	$107M	$118M	$125M
Gross Profit	$262M	$234M	$211M	$169M	$164M	$161M	$161M	$136M	$146M	$138M	$148M	$144M	$146M	$141M	$167M	$185M
R&D Expense	$70M	$71M	$66M	$56M	$57M	$50M	$52M	$49M	$52M	$50M	$50M	$50M	$52M	$51M	$52M	$53M
SG&A Expense	$124M	$114M	$127M	$104M	$90M	$101M	$84M	$74M	$83M	$98M	$75M	$77M	$78M	$80M	$90M	$80M
Operating Expenses	$200M	$209M	$199M	$161M	$148M	$152M	$139M	$125M	$151M	$150M	$126M	$128M	$134M	$143M	$144M	$135M
Operating Income	$61M	$25M	$11M	$8M	$15M	$8M	$22M	$12M	$-6M	$-12M	$22M	$16M	$12M	$-2M	$23M	$50M
Interest Expense	·	·	·	·	·	·	·	·	·	$8M	$8M	$8M	·	$7M	$6M	$6M
Other Non-op	$3M	$7M	$4M	$1M	$2M	$2M	$4M	$3M	$4M	$4M	$4M	$10M	$3M	$2M	$2M	$1M
Pretax Income	$44M	$14M	$-39M	$-2M	$10M	$3M	$19M	$7M	$-10M	$-16M	$18M	$18M	$6M	$-9M	$19M	$45M
Income Tax	$11M	$7M	$10M	$19M	$2M	$-16M	$10M	$9M	$12M	$9M	$8M	$9M	$6M	$6M	$10M	$12M
Net Income	$33M	$6M	$-48M	$-21M	$8M	$20M	$9M	$-2M	$-22M	$-25M	$11M	$10M	$-100.0K	$-15M	$8M	$33M
EPS (Basic)	$0.15	$0.03	$-0.21	$-0.10	$0.04	$0.09	$0.04	$-0.01	$-0.10	$-0.11	$0.05	$0.04	$0.00	$-0.07	$0.04	$0.14
EPS (Diluted)	$0.15	$0.03	$-0.21	$-0.10	$0.03	$0.09	$0.04	$-0.01	$-0.10	$-0.11	$0.05	$0.04	$0.00	$-0.07	$0.04	$0.14
Shares (Basic)	·	232,000,000	223,900,000	222,900,000	·	222,600,000	222,000,000	222,000,000	·	223,000,000	222,500,000	222,000,000	222,200,000	224,100,000	225,900,000	226,300,000
Shares (Diluted)	·	249,500,000	223,900,000	222,900,000	·	226,900,000	224,800,000	222,000,000	·	223,000,000	223,500,000	224,200,000	222,200,000	224,100,000	227,100,000	230,400,000
EBITDA	·	$25M	$11M	$8M	·	$8M	$22M	$12M	·	$-12M	$22M	$16M	·	$-2M	$23M	$50M

Bilanço 28

Metrik	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Cash & Equivalents	$648M	$499M	$766M	$544M	$424M	$374M	$488M	$468M	$471M	$454M	$544M	$521M	·	$581M	$484M	$513M
Short-term Investments	$2M	$2M	$2M	$2M	$2M	$23M	$21M	$25M	$20M	$28M	$25M	$20M	·	$2M	$1M	$1M
Receivables	$351M	$320M	$285M	$242M	$261M	$253M	$212M	$203M	$213M	$212M	$209M	$191M	·	$220M	$224M	$246M
Inventory	$155M	$148M	$141M	$124M	$118M	$116M	$93M	$93M	$96M	$103M	$115M	$114M	$116M	$126M	$120M	$111M
Prepaid Expense	$93M	$78M	$81M	$75M	$77M	$66M	$62M	$70M	$71M	$66M	$70M	$67M	·	$70M	$78M	$77M
Current Assets	$1.26B	$1.05B	$1.28B	$990M	$885M	$835M	$880M	$864M	$876M	$868M	$965M	$916M	·	$1.00B	$912M	$951M
PP&E (Net)	$224M	$222M	$227M	$230M	$232M	$228M	$226M	$230M	$228M	$232M	$236M	$239M	·	$247M	$245M	$232M
PP&E (Gross)	$680M	·	·	·	$670M	·	·	·	$637M	·	·	·	·	·	·	·
Accum. Depreciation	$456M	·	·	·	$438M	·	·	·	$408M	·	·	·	·	·	·	·
Goodwill	$701M	$702M	$704M	$592M	$596M	$585M	$451M	$461M	$453M	$453M	$455M	$450M	$455M	$452M	$449M	$388M
Intangibles	$378M	$398M	$419M	$123M	$132M	$140M	$29M	$34M	$38M	$43M	$48M	$53M	·	$64M	$72M	$49M
Other Non-current Assets	$72M	$72M	$70M	$69M	$62M	$61M	$58M	$62M	$58M	$60M	$61M	$58M	·	$62M	$62M	$63M
Total Assets	$2.71B	$2.53B	$2.78B	$2.08B	$1.99B	$1.93B	$1.73B	$1.74B	$1.74B	$1.74B	$1.86B	$1.80B	$1.85B	$1.92B	$1.83B	$1.77B
Accounts Payable	$92M	$82M	$91M	$67M	$69M	$67M	$56M	$47M	$50M	$42M	$44M	$40M	·	$44M	$50M	$62M
Accrued Liabilities	$27M	$28M	$24M	$30M	$29M	$26M	$27M	$24M	$25M	$36M	$22M	$26M	·	$28M	$29M	$27M
Short-term Debt	$245M	·	·	·	$246M	·	·	·	$0	·	·	·	·	·	·	·
Current Liabilities	$680M	$652M	$490M	$498M	$590M	$545M	$248M	$233M	$247M	$228M	$312M	$311M	·	$413M	$329M	$333M
Capital Leases	$31M	$31M	$28M	$29M	$24M	$25M	$23M	$26M	$26M	$27M	$27M	$28M	·	$29M	$29M	$30M
Deferred Tax	$7M	$10M	$10M	$7M	$6M	$8M	$7M	$8M	$12M	$14M	$19M	$17M	·	$15M	$14M	$15M
Other Non-current Liabilities	$180M	$192M	$232M	$220M	$228M	$264M	$155M	$165M	$172M	$177M	$183M	$185M	·	$195M	$194M	$167M
Total Liabilities	$1.26B	$1.68B	$1.94B	$1.36B	$1.21B	$1.20B	$1.04B	$1.04B	$1.05B	·	·	·	·	·	·	·
Long-term Debt	·	$836M	$1.22B	$640M	·	$396M	$639M	$638M	·	$634M	$633M	$631M	·	$628M	$617M	$617M
Common Stock	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	$200.0K	·	$200.0K	$200.0K	$200.0K
Retained Earnings	$-69.69B	$-69.72B	$-69.73B	$-69.68B	$-69.63B	$-69.64B	$-69.66B	$-69.66B	$-69.65B	$-69.61B	$-69.59B	$-69.60B	·	$-69.59B	$-69.55B	$-69.53B
AOCI	$-116M	$-116M	$-108M	$-114M	$-110M	$-141M	$-155M	$-114M	$-144M	$-139M	$-127M	$-156M	·	$-143M	$-156M	$-199M
Stockholders' Equity	$1.45B	$846M	$834M	$724M	$780M	$729M	$683M	$702M	$682M	$705M	$728M	$675M	$691M	$682M	$688M	$648M
Liabilities + Equity	$2.71B	$2.53B	$2.78B	$2.08B	$1.99B	$1.93B	$1.73B	$1.74B	$1.74B	$1.74B	$1.86B	$1.80B	·	$1.92B	$1.83B	$1.77B
Shares Outstanding	247,000,000	234,000,000	231,000,000	223,000,000	223,000,000	223,000,000	222,000,000	222,000,000	221,900,000	223,000,000	223,000,000	222,000,000	221,500,000	222,000,000	225,000,000	227,000,000

Nakit Akışı 13

Metrik	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Stock-based Comp	$14M	$14M	$14M	$13M	$13M	$14M	$14M	$13M	$13M	$13M	$12M	$11M	$12M	$13M	·	$13M
Deferred Tax	$1M	$-2M	$600.0K	$11M	$2M	$-25M	$0	$-5M	$3M	$-5M	$2M	$1M	$700.0K	$800.0K	·	$2M
Amort. of Intangibles	$7M	$7M	$6M	$2M	$2M	$1M	$1M	$1M	$1M	$2M	$1M	$2M	$2M	$2M	$2M	$2M
Restructuring	$-1M	$17M	$-100.0K	$-300.0K	$-200.0K	$-300.0K	$1M	$0	$14M	$100.0K	$-100.0K	$-800.0K	$2M	$10M	$0	$0
Operating Cash Flow	$67M	$-26M	$42M	$31M	$24M	$8M	$45M	$14M	$26M	$20M	$20M	$50M	$24M	$18M	·	$27M
CapEx	$11M	$6M	$6M	$8M	$6M	$7M	$8M	$7M	$4M	$3M	$6M	$7M	$7M	$11M	·	$15M
Investing Cash Flow	$-10M	$-5M	$-404M	$-8M	$12M	$-125M	$-4M	$-12M	$6M	$-7M	$-8M	$-13M	$-22M	$-9M	·	$-30M
Stock Repurchased	$0	$0	$0	$30M	$0	$0	$0	$16M	$10M	$0	$0	$10M	$10M	$30M	·	$19M
Net Stock Activity	·	·	·	$-30M	·	·	·	$-16M	·	·	·	$-10M	·	·	·	$-19M
Financing Cash Flow	$92M	$-231M	$583M	$98M	$-100.0K	$-2M	$-900.0K	$-21M	$-10M	$-97M	$-2M	$-16M	$-79M	$82M	·	$-27M
Net Change in Cash	$148M	$-265M	$224M	$120M	$49M	$-114M	$18M	$-4M	$19M	$-90M	$25M	$12M	$-78M	$96M	·	$-48M
Free Cash Flow	·	·	·	$22M	·	·	·	$6M	·	·	·	$44M	·	·	·	$12M
Levered FCF	·	·	·	·	·	·	·	·	·	·	·	$39M	·	·	·	·

Kârlılık 8

Metrik	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Gross Margin	·	57.6%	57.0%	56.5%	·	56.4%	59.4%	57.1%	·	56.1%	58.1%	58.2%	·	56.9%	58.7%	59.6%
Operating Margin	·	6.1%	3.1%	2.5%	·	3.0%	8.2%	4.8%	·	-4.8%	8.8%	6.5%	·	-0.85%	8.1%	16.1%
Net Margin	·	1.6%	-13.0%	-7.1%	·	6.9%	3.4%	-0.76%	·	-10.0%	4.2%	4.0%	·	-6.2%	2.9%	10.5%
Pretax Margin	·	3.4%	-10.5%	-0.77%	·	1.1%	6.9%	3.0%	·	-6.3%	7.2%	7.4%	·	·	·	·
EBITDA Margin	·	6.1%	3.1%	2.5%	·	3.0%	8.2%	4.8%	·	-4.8%	8.8%	6.5%	·	-0.85%	8.1%	16.1%
ROA	·	0.29%	-2.1%	-1.1%	·	1.1%	0.51%	-0.10%	·	-1.3%	0.58%	0.55%	·	-0.81%	0.44%	1.7%
ROE	·	0.81%	-6.3%	-3.0%	·	2.7%	1.3%	-0.26%	·	-3.5%	1.5%	1.5%	·	-2.2%	1.1%	4.3%
ROIC	·	1.4%	1.7%	9.7%	·	7.1%	1.6%	-0.41%	·	-2.7%	1.8%	1.3%	·	·	·	·

Likidite ve Solventlik 3

Metrik	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Current Ratio	·	1.6	2.6	2.0	·	1.5	3.5	3.7	·	3.8	3.1	2.9	·	2.4	2.8	2.9
Quick Ratio	·	1.3	2.1	1.6	·	1.2	2.9	3.0	·	3.0	2.5	2.4	·	1.9	2.2	2.3
Interest Coverage	·	·	·	·	·	·	·	·	·	-1.5	2.8	2.1	·	-0.3	3.7	8.2

Verimlilik 3

Metrik	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Asset Turnover	·	0.2	0.2	0.2	·	0.2	0.2	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.2
Inventory Turnover	·	1.3	1.4	1.2	·	1.1	1.1	1.0	·	0.9	0.9	0.9	·	0.9	1.0	1.2
Receivables Turnover	·	1.4	1.5	1.3	·	1.2	1.3	1.2	·	1.1	1.2	1.1	·	1.0	1.2	1.3

Hisse Başına 5

Metrik	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Book Value / Share	·	$3.62	$3.61	$3.25	·	$3.27	$3.08	$3.16	·	$3.16	$3.26	$3.04	·	$3.07	$3.06	$2.86
Revenue / Share	·	$1.63	$1.65	$1.34	·	$1.26	$1.20	$1.07	·	$1.10	$1.14	$1.11	·	$1.11	$1.25	$1.35
Cash Flow / Share	·	·	·	$0.14	·	·	·	$0.06	·	·	·	$0.22	·	·	·	$0.12
Cash / Share	·	$2.13	$3.31	$2.44	·	$1.68	$2.20	$2.11	·	$2.04	$2.44	$2.35	·	$2.62	$2.15	$2.26
EPS (TTM)	·	$-0.25	$-0.19	$0.06	·	$0.02	$-0.18	$-0.17	·	$-0.02	$0.02	·	·	·	·	·

Değerleme (TTM) 9

Metrik	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Revenue TTM	·	$1.37B	$1.24B	$1.15B	·	$1.05B	$1.01B	$991M	·	$1.01B	$1.01B	·	·	·	·	·
Net Income TTM	·	$-55M	$-42M	$15M	·	$5M	$-39M	$-37M	·	$-4M	$5M	·	·	·	·	·
Market Cap	·	$8.11B	$4.20B	$2.72B	·	$2.51B	$2.26B	$2.00B	·	$2.03B	$2.25B	$2.03B	·	$2.40B	$2.36B	$2.96B
P/E	·	-138.6	-95.8	203.5	·	563.0	-56.6	-53.1	·	-454.5	503.5	·	·	·	·	·
P/S	·	5.9	3.4	2.4	·	2.4	2.2	2.0	·	2.0	2.2	·	·	·	·	·
P/B	·	9.6	5.0	3.8	·	3.4	3.3	2.9	·	2.9	3.1	3.0	·	3.5	3.4	4.6
P / Tangible Book	·	·	·	324.1	·	678.6	11.2	9.7	·	9.7	10.0	11.7	·	14.4	14.2	14.0
P / Cash Flow	·	·	·	87.8	·	·	·	148.5	·	·	·	40.3	·	·	·	111.4
Earnings Yield	·	-0.72%	-1.0%	0.49%	·	0.18%	-1.8%	-1.9%	·	-0.22%	0.20%	·	·	·	·	·

En son dönem solda · null değerler · olarak gösterilir

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

16

Metrik	2026-06-27	2025-06-28	2024-09-28	2024-06-29	2023-07-01
Gelir	$1.52B	$1.08B	·	$1.00B	$1.11B
Brüt Kâr Marjı %	57.7%	57.3%	·	57.6%	57.8%
Faaliyet Kâr Marjı %	6.9%	5.3%	·	2.1%	7.4%
Net Gelir	$-30M	$35M	·	$-26M	$26M
Seyreltilmiş Hisse Başı Kâr	$-0.13	$0.15	·	$-0.12	$0.11

Metrik	2026-06-27	2025-06-28	2024-09-28	2024-06-29	2023-07-01
Borç / Öz Sermaye	0.2	0.3	·	0.0	0.1
Cari Oran	1.8	1.5	·	3.5	2.8
Cari Oran	1.5	1.2	·	2.9	2.2

Metrik	2026-06-27	2025-06-28	2024-09-28	2024-06-29	2023-07-01
Serbest Nakit Akışı	$83M	$62M	·	$97M	$63M

Kurumsal Sahipler (13F) 617 dosya · $11.3B toplam · Tarih itibarıyla 30 Haziran 2026

17

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.

Sahipler 617

Tutulan Değer $11.3B

Yeni pozisyonlar 167

Çıkan pozisyonlar 59

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek

Yeni pozisyonlar	Çıkan pozisyonlar	Artırıldı	Azaldı	Net hisse senedi değişimi
167 (+16 önceki Ç'ye göre)	59 (+10 önceki Ç'ye göre)	190 (+40 önceki Ç'ye göre)	187 (+48 önceki Ç'ye göre)	+20.6M

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.	$1.228.529.045	25.728.357	10,90%	Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC	$650.148.911	13.615.684	5,77%	Hisse senetleri
VANGUARD GROUP INC	$522.181.760	29.303.129	4,64%	Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC	$520.648.619	10.903.636	4,62%	Hisse senetleri
JANE STREET GROUP, LLC	$443.763.145	9.293.469	3,94%	Hisse senetleri
Capital World Investors	$437.180.234	9.155.607	3,88%	Hisse senetleri
STATE STREET CORP	$370.653.454	7.762.376	3,29%	Hisse senetleri
Whale Rock Capital Management LLC	$328.326.231	6.875.942	2,91%	Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC	$272.210.169	5.678.096	2,42%	Hisse senetleri
TWO SIGMA INVESTMENTS, LP	$266.758.861	5.586.573	2,37%	Hisse senetleri
Invesco Ltd.	$266.045.477	5.571.633	2,36%	Hisse senetleri
MILLENNIUM MANAGEMENT LLC	$251.909.184	5.275.585	2,24%	Hisse senetleri
WELLINGTON MANAGEMENT GROUP LLP	$181.452.531	3.800.053	1,61%	Hisse senetleri
D. E. Shaw & Co., Inc.	$177.380.458	3.714.774	1,57%	Hisse senetleri
JPMORGAN CHASE & CO	$171.946.680	3.616.564	1,53%	Hisse senetleri
DIMENSIONAL FUND ADVISORS LP	$162.372.288	3.400.577	1,44%	Hisse senetleri
NORGES BANK	$141.156.640	2.956.160	1,25%	Hisse senetleri
BANK OF AMERICA CORP /DE/	$134.922.499	2.825.602	1,20%	Hisse senetleri
MORGAN STANLEY	$133.373.395	2.793.158	1,18%	Hisse senetleri
FULLER & THALER ASSET MANAGEMENT, INC.	$131.127.023	2.746.116	1,16%	Hisse senetleri
GOLDMAN SACHS GROUP INC	$130.660.035	2.736.336	1,16%	Hisse senetleri
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$126.339.815	2.645.860	1,12%	Hisse senetleri
ALLIANCEBERNSTEIN L.P.	$119.289.498	3.584.420	1,06%	Hisse senetleri
Analog Century Management LP	$108.252.449	2.267.067	0,96%	Hisse senetleri
NORTHERN TRUST CORP	$100.404.785	2.102.718	0,89%	Hisse senetleri
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	$99.207.931	2.077.653	0,88%	Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$96.270.017	2.016.126	0,85%	Hisse senetleri
Allspring Global Investments Holdings, LLC	$94.960.808	2.017.438	0,84%	Hisse senetleri
Bank of New York Mellon Corp	$87.914.136	1.841.134	0,78%	Hisse senetleri
AMERIPRISE FINANCIAL INC	$86.650.096	1.814.675	0,77%	Hisse senetleri
FMR LLC	$78.497.114	1.643.919	0,70%	Hisse senetleri
SCHRODER INVESTMENT MANAGEMENT GROUP	$77.686.689	1.638.614	0,69%	Hisse senetleri
BNP PARIBAS FINANCIAL MARKETS	$76.813.181	1.608.653	0,68%	Hisse senetleri
VANGUARD FIDUCIARY TRUST CO	$72.593.848	1.520.290	0,64%	Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$71.519.377	1.497.788	0,63%	Hisse senetleri
MARSHALL WACE, LLP	$68.845.234	1.441.785	0,61%	Hisse senetleri
VOYA INVESTMENT MANAGEMENT LLC	$66.680.583	1.396.452	0,59%	Hisse senetleri
BOWEN HANES & CO INC	$66.560.000	2.000.000	0,59%	Hisse senetleri
UBS Group AG	$65.650.998	1.374.890	0,58%	Hisse senetleri
CITADEL ADVISORS LLC	$61.535.521	1.288.702	0,55%	Hisse senetleri
JANE STREET GROUP, LLC	$57.347.750	1.201.000	0,51%	Satım opsiyonu
JANE STREET GROUP, LLC	$56.798.625	1.189.500	0,50%	Alım opsiyonu
NEUBERGER BERMAN GROUP LLC	$52.784.617	1.105.437	0,47%	Hisse senetleri
WELLS FARGO & COMPANY/MN	$52.691.586	1.103.489	0,47%	Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$52.128.675	1.091.700	0,46%	Alım opsiyonu
Qube Research & Technologies Ltd	$51.832.482	1.085.497	0,46%	Hisse senetleri
Holocene Advisors, LP	$50.882.830	1.065.609	0,45%	Hisse senetleri
Leeward Investments, LLC - MA	$48.457.942	1.014.826	0,43%	Hisse senetleri
Robeco Schweiz AG	$42.784.000	896.000	0,38%	Hisse senetleri
LOOMIS SAYLES & CO L P	$39.982.078	837.321	0,35%	Hisse senetleri

Tüm 617 kurumsal sahibi göster →

Aktivistler ve %5+ sahipler 3 pozisyon

18

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi	Dosyalandı	Hisse	Durum	Amaç	Başvuru
Sandell Asset Management Corp., Sandell Investment Services, L.L.C., Thomas E. Sandell ×3 başvurular	17 Aralık 2015	·	İlk başvuru	·	SEC
(entities only) JDS Uniphase Corporation, Light Acquisition Corp.	19 Aralık 2007	·	İlk başvuru	M&A / satış	SEC
JDS Uniphase Corporation	06 Kasım 2001	·	İlk başvuru	Pasif yatırım	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.

Şirket yöneticileri 63 içeriden öğrenenler · 38 yöneticiler · 23 yönetim kurulu üyeleri

19

İçeriden Öğrenen	Rol	Son işlem	Sahip olunan hisse senetleri	Satışlar 12ay	Net 12ay
Oleg Khaykin	President & CEO	22 Eylül 2026 M	1.778.065	19	$-35.977.517
Thomas H Waechter	CEO & President	24 Ağustos 2015 M	238.140	0	$0
Ilan Daskal	EVP, CFO	22 Eylül 2026 A	94.566	5	$-5.015.759
Henk Derksen	EVP, CFO	26 Eylül 2023 M	146.030	0	$0
Pamela K. Avent	Interim CFO	28 Şubat 2021 M	51.452	0	$0
Amar Maletira	CFO	01 Ekim 2020 M	274.449	0	$0
Rex S Jackson	EVP, Chief Financial Officer	24 Ağustos 2015 M	63.963	0	$0
David Vellequette	Chief Financial Officer	15 Ağustos 2012 M	106.386	0	$0
Ronald C Foster	CFO & Executive VP	01 Şubat 2005 S	0	0	$0
David W Heard	President, CommTest	22 Şubat 2015 M	36.675	0	$0
Stan Lumish	President of Optical Layer Gro	27 Mayıs 2005 A	·	0	$0
Donald E Bossi	President of Transmission Grou	12 Mart 2004 A	49.229	0	$0
Joseph Zils	President of Thin Film Product	30 Temmuz 2003 A	·	0	$0
Anthony Michael Petrucci	SVP, Chief Operations Officer	22 Eylül 2026 A	35.149	0	$0
Gary W Staley	SVP Global Sales NSE	22 Eylül 2026 M	217.785	7	$-2.289.155
Kevin Christopher Siebert	SVP Gen. Counsel & Secretary	22 Eylül 2026 M	71.654	5	$-1.682.874
Paul Mcnab	EVP, Chief Mktg & Stgy Officer	22 Eylül 2026 M	59.832	8	$-1.125.531
Luke M Scrivanich	SVP General Manager OSP	22 Eylül 2026 M	75.464	6	$-3.276.183
James L Veler Jr	SVP, CHIEF OPERATIONS OFFICER	07 Mart 2025 S	0	0	$0
Ralph Rondinone	SVP Global Operations NSE	26 Eylül 2024 S	32.722	0	$0
Dion Joannou	SVP Global Sales NSE	31 Ocak 2017 M	47.329	0	$0
Susan Louise Spradley	SVP General Manager NSE	31 Ocak 2017 M	47.650	0	$0
Alan S Lowe	EVP, President CCOP	22 Mayıs 2015 M	221.747	0	$0
Andrew R Pollack	SVP, General Counsel	22 Şubat 2015 M	0	0	$0
Roy Bie	Sr. Vice President	01 Ağustos 2012 S	3.122	0	$0
David R Holly	EVP & Pres., CommTest	20 Haziran 2010 M	0	0	$0
Matthew K Fawcett	General Counsel	20 Haziran 2010 M	0	0	$0
Sharad Rastogi	SVP, Corp Dev & Marketing	15 Ekim 2009 M	109.346	0	$0
David Gudmundson	EVP, Optical Communications	29 Ağustos 2008 M	54.174	0	$0
Christopher Dewees	SVP & Chief Legal Officer	29 Ağustos 2008 M	0	0	$0
Alan R Etterman	SVP, Chief Information Officer	22 Ağustos 2008 M	56.609	0	$0
Helmut K Berg	Executive Vice President	11 Ekim 2007 S	18.772	0	$0
John R Peeler	Executive Vice President	16 Mayıs 2007 M	168.104	0	$0
Michael A Ricci	Sr. VP of Optical Comm.	06 Kasım 2006 S	0	0	$0
Debbie Shoquist	Sr. Vice President of Operatio	27 Mayıs 2006 M	28.912	0	$0
Thomas Znotins	Vice President of Subsystems	27 Mayıs 2006 M	8.333	0	$0
Mark Stewart Sobey	Sr. Vice President, Sales & Ma	26 Ekim 2005 M	24.067	0	$0
George Charles Christensen	Sr. VP OCLI Products & commers	27 Mayıs 2005 A	·	0	$0
Laura A. Black	Yönetim kurulu üyesi	17 Ağustos 2026 S	71.497	1	$-3.274.520
Doug Gilstrap	Yönetim kurulu üyesi	05 Mayıs 2026 S	55.766	1	$-550.000
Richard Belluzzo	Yönetim kurulu üyesi	04 Mayıs 2026 S	160.740	3	$-3.493.106
Donald A Colvin	Yönetim kurulu üyesi	26 Şubat 2026 S	147.053	3	$-1.414.357
Eugenia Corrales	Yönetim kurulu üyesi	10 Aralık 2025 S	3.384	1	$-63.484
Richard John Burns	Yönetim kurulu üyesi	10 Aralık 2025 S	3.384	1	$-63.484
Keith Barnes	Yönetim kurulu üyesi	13 Kasım 2025 A	27.213	4	$-3.139.797
Masood Jabbar	Yönetim kurulu üyesi	07 Kasım 2025 M	203.862	0	$0
Tor Braham	Yönetim kurulu üyesi	06 Kasım 2024 M	188.524	0	$0
Timothy Campos	Yönetim kurulu üyesi	11 Kasım 2022 M	118.941	0	$0
Glenda Dorchak	Yönetim kurulu üyesi	10 Kasım 2021 M	28.833	0	$0
Pamela J Strayer	Yönetim kurulu üyesi	28 Şubat 2018 S	60.804	0	$0
Harold L Covert	Yönetim kurulu üyesi	14 Ağustos 2015 S	0	0	$0
Penny Herscher	Yönetim kurulu üyesi	08 Aralık 2014 A	50.753	0	$0
Martin A Kaplan	Yönetim kurulu üyesi	17 Kasım 2014 M	51.732	0	$0
Kevin Kennedy	Yönetim kurulu üyesi	16 Ağustos 2012 M	149.944	0	$0
Casimir S Skrzypczak	Yönetim kurulu üyesi	15 Kasım 2011 M	42.383	0	$0
Richard Liebhaber	Yönetim kurulu üyesi	15 Kasım 2011 M	53.852	0	$0
Bruce Day	Yönetim kurulu üyesi	30 Kasım 2010 M	46.259	0	$0
Kevin A Denuccio	Yönetim kurulu üyesi	10 Kasım 2009 M	25.070	0	$0
Robert E Enos	Yönetim kurulu üyesi	01 Aralık 2005 A	125.606	0	$0
Peter A Guglielmi	Yönetim kurulu üyesi	01 Aralık 2005 A	26.863	0	$0
JDS UNIPHASE CORP /CA/	10% sahip	16 Eylül 2004 S	2.965.635	0	$0
Joanne Solomon	·	14 Ağustos 2026 S	65.924	1	$-429.200
Jo S Major	·	10 Ağustos 2004 M	11.326	0	$0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

ETF sahipliği 64 ETF'ler tarafından tutuluyor

20

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
ADPV · Series Portfolios Trust	4,39%	211.878 NS	31 Temmuz 2026	N-PORT
IYZ · iShares Trust	1,98%	646.305 SH	11 Eylül 2026	Günlük
XMMO · Invesco Exchange-Traded Fund Trust	1,85%	3.095.651 SH	01 Ekim 2026	Günlük
AMOM · Exchange Listed Funds Trust	0,95%	6.135 NS	31 Temmuz 2026	N-PORT
RFG · Invesco Exchange-Traded Fund Trust	0,73%	57.465 SH	01 Ekim 2026	Günlük
FNY · First Trust Exchange-Traded AlphaDE…	0,61%	96.112 NS	31 Temmuz 2026	N-PORT
QQQS · Invesco Exchange-Traded Fund Trust …	0,60%	3.304 SH	01 Ekim 2026	Günlük
IVOG · VANGUARD ADMIRAL FUNDS	0,58%	230.801 SH	19 Ağustos 2026	Günlük
DWAS · Invesco Exchange-Traded Fund Trust …	0,54%	52.964 SH	01 Ekim 2026	Günlük
EQAL · Invesco Exchange-Traded Fund Trust …	0,50%	95.115 SH	01 Ekim 2026	Günlük
ROUS · Lattice Strategies Trust	0,38%	72.553 NS	31 Temmuz 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,34%	217.428 SH	01 Ekim 2026	Günlük
IQSM · New York Life Investments ETF Trust	0,32%	28.149 NS	31 Temmuz 2026	N-PORT
IVOO · VANGUARD ADMIRAL FUNDS	0,31%	377.797 SH	19 Ağustos 2026	Günlük
NUSC · Nushares ETF Trust	0,31%	107.106 NS	31 Temmuz 2026	N-PORT
QVMM · Invesco Exchange-Traded Fund Trust …	0,30%	28.849 SH	01 Ekim 2026	Günlük
FNX · First Trust Exchange-Traded AlphaDE…	0,29%	107.854 NS	31 Temmuz 2026	N-PORT
ISCG · iShares Trust	0,27%	69.882 SH	11 Eylül 2026	Günlük
IWP · iShares Trust	0,25%	1.303.564 SH	11 Eylül 2026	Günlük
PTMC · Pacer Funds Trust	0,24%	25.655 NS	31 Temmuz 2026	N-PORT
VFMO · VANGUARD WELLINGTON FUND	0,23%	97.329 SH	19 Ağustos 2026	Günlük
JPME · J.P. Morgan Exchange-Traded Fund Tr…	0,21%	26.023 NS	31 Temmuz 2026	N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr…	0,20%	25.322 NS	31 Temmuz 2026	N-PORT
BKMC · BNY Mellon ETF Trust	0,20%	35.048 NS	31 Temmuz 2026	N-PORT
MIDU · Direxion Shares ETF Trust	0,18%	3.435 NS	31 Temmuz 2026	N-PORT
FAD · First Trust Exchange-Traded AlphaDE…	0,18%	28.857 NS	31 Temmuz 2026	N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr…	0,18%	96.432 NS	31 Temmuz 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,16%	1.625.246 SH	19 Ağustos 2026	Günlük
DFAS · Dimensional ETF Trust	0,15%	626.022 NS	31 Temmuz 2026	N-PORT
VB · VANGUARD INDEX FUNDS	0,14%	5.619.874 SH	19 Ağustos 2026	Günlük
VXF · VANGUARD INDEX FUNDS	0,13%	2.684.040 SH	19 Ağustos 2026	Günlük
ESML · iShares Trust	0,12%	90.278 SH	11 Eylül 2026	Günlük
VBR · VANGUARD INDEX FUNDS	0,12%	1.783.696 SH	19 Ağustos 2026	Günlük
SMMD · iShares Trust	0,12%	122.907 SH	11 Eylül 2026	Günlük
JMOM · J.P. Morgan Exchange-Traded Fund Tr…	0,09%	62.433 NS	31 Temmuz 2026	N-PORT
VGT · VANGUARD WORLD FUND	0,09%	3.082.963 SH	19 Ağustos 2026	Günlük
WSML · iShares Trust	0,09%	15.409 SH	11 Eylül 2026	Günlük
KNCT · Invesco Exchange-Traded Fund Trust	0,08%	2.950 SH	01 Ekim 2026	Günlük
FTEC · FIDELITY COVINGTON TRUST	0,07%	402.376 NS	31 Temmuz 2026	N-PORT
RWK · Invesco Exchange-Traded Fund Trust …	0,07%	20.279 SH	01 Ekim 2026	Günlük
IWR · iShares Trust	0,06%	946.221 SH	11 Eylül 2026	Günlük
IGM · iShares Trust	0,04%	109.940 SH	11 Eylül 2026	Günlük
DFAC · Dimensional ETF Trust	0,03%	401.237 NS	31 Temmuz 2026	N-PORT
VONG · VANGUARD SCOTTSDALE FUNDS	0,03%	366.479 SH	19 Ağustos 2026	Günlük
IWF · iShares Trust	0,03%	868.885 SH	11 Eylül 2026	Günlük
DCOR · Dimensional ETF Trust	0,02%	21.802 NS	31 Temmuz 2026	N-PORT
IUSG · iShares Trust	0,02%	205.950 SH	11 Eylül 2026	Günlük
VTI · VANGUARD INDEX FUNDS	0,02%	7.779.710 SH	19 Ağustos 2026	Günlük
VONE · VANGUARD SCOTTSDALE FUNDS	0,02%	38.111 SH	19 Ağustos 2026	Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS	0,02%	19.619 SH	19 Ağustos 2026	Günlük
ESGV · VANGUARD WORLD FUND	0,02%	52.286 SH	19 Ağustos 2026	Günlük
DFSU · Dimensional ETF Trust	0,02%	10.108 NS	31 Temmuz 2026	N-PORT
IWB · iShares Trust	0,01%	159.611 SH	11 Eylül 2026	Günlük
DFAU · Dimensional ETF Trust	0,01%	40.763 NS	31 Temmuz 2026	N-PORT
DFUS · Dimensional ETF Trust	0,01%	68.557 NS	31 Temmuz 2026	N-PORT
IWV · iShares Trust	0,01%	64.163 SH	11 Eylül 2026	Günlük
ITOT · iShares Trust	0,01%	301.197 SH	11 Eylül 2026	Günlük
TILT · FlexShares Trust	0,01%	6.964 NS	31 Temmuz 2026	N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,01%	192.249 SH	19 Ağustos 2026	Günlük
IJH · iShares Trust	·	8.207.764 SH	11 Eylül 2026	Günlük
IJK · iShares Trust	·	1.356.517 SH	11 Eylül 2026	Günlük
ISCB · iShares Trust	·	9.934 SH	11 Eylül 2026	Günlük
SMLF · iShares Trust	·	91.480 SH	11 Eylül 2026	Günlük
SMMV · iShares Trust	·	8.816 SH	01 Eylül 2026	Günlük

VIAV Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

21

derecelendirme · 15 analist AL

Medyan hedef $65.00 +38,0%

5 33,3% Güçlü Al

8 53,3% Al

2 13,3% Tut

0 0,0% Sat

0 0,0% Güçlü Sat

12 Aylık Fiyat Hedefi

7 analist · 2026-10-01

Ortalama hedef $61.43 +30,4%

Şimdi Mevcut fiyat $47.10

Düşük$44.00 Ortalama$61.43 Yüksek$70.00

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

22

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
VIAV	$11.76B	-366.4	40.0%	-2.0%	-2.7%	57.7%
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%
AAOI	$2.61B	-54.5	82.8%	-8.4%	-6.6%	30.0%
VSAT	$6.25B	-183.2	2.7%	-0.73%	-0.74%	·
ONDS	$3.72B	-15.7	605.3%	-260.7%	-57.0%	39.7%
EXTR	$4.25B	104.4	12.6%	3.3%	45.7%	61.5%
NTCT	$2.29B	24.5	4.5%	11.1%	5.9%	79.4%
DGII	·	33.8	1.5%	9.5%	6.6%	62.9%

Son Haberler Bu şirketten bahseden son manşetler

23

VIAVI Solutions (VIAV) CyberFlood CF1000 400G Güvenlik Test Platformunu Başlatıyor Yahoo Finance · 4 ay, 1 hafta önce Via Transportation'ın İlk Çeyrek Zararı Arttı Nasdaq · 4 ay, 3 hafta önce Neden Viavi Solutions Hissesi Perşembe Günü Zafer Kazandı Nasdaq · 5 ay önce Jim Cramer Viavi Solutions Hakkında: “Pahalı Olduğunu Biliyorum Ama Size Söyleyeyim, Burası Sıcak Bir Alan” Yahoo Finance · 6 ay, 1 hafta önce G2 Investment Partners Yeni Bir Pozisyonda Xometry'yi Başlatıyor Yahoo Finance · 6 ay, 1 hafta önce

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

25

BLUECHIP_DIP Zarar durduruldu Haz 1

risk 1 ödül 3,12

giriş $48.21 R:R 3,12

Şu anda açık sinyal yok — hiçbir kart dolu değil ve bu dürüstçe.

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26

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VIAV Viavi Solutions Inc. - Common Stock

VIAV Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

VIAV Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

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?

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Kurumsal Sahipler (13F) 617 dosya · $11.3B toplam · Tarih itibarıyla 30 Haziran 2026

Aktivistler ve %5+ sahipler 3 pozisyon

Şirket yöneticileri 63 içeriden öğrenenler · 38 yöneticiler · 23 yönetim kurulu üyeleri

ETF sahipliği 64 ETF'ler tarafından tutuluyor

VIAV Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

12 Aylık Fiyat Hedefi

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

Son Haberler Bu şirketten bahseden son manşetler

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar