AKAM Akamai Technologies, Inc. - Common Stock
关于 Akamai Technologies, Inc. - Common Stock 公司概况(来自维基百科)
阿卡迈科技,簡稱阿卡迈,是一家总部位于美国马萨诸塞州剑桥市的内容分发网络和云服务提供商,是世界上最大的分布式计算平台之一,承担了全球15-30%的网络流量。该公司经营着分布于世界各地的服务器网络,主要业务为出租服务器资源(如带宽和储存空间)给那些希望通过从靠近用户的服务器来分发内容来提高自己网站访问速度的客户。
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阿卡迈科技(英語:Akamai Technologies),簡稱阿卡迈,是一家总部位于美国马萨诸塞州剑桥市的内容分发网络和云服务提供商,是世界上最大的分布式计算平台之一,承担了全球15-30%的网络流量。该公司经营着分布于世界各地的服务器网络,主要业务为出租服务器资源(如带宽和储存空间)给那些希望通过从靠近用户的服务器来分发内容来提高自己网站访问速度的客户。
多年来,該公司的客户已包括蘋果公司、Facebook、微软、Twitter、TVB、國泰航空和healthcare.gov等。当用户浏览到Akamai客户的网站时,用戶的浏览器将被重指向到Akamai服务器上的副本,以达到提速的目的,此操作对大部分客户而言完全透明。並且可降低遭分散式阻斷服務攻擊(DDoS)的影響。
Akamai是一个夏威夷语,意思是“智能”或“聪明”。
历史
阿卡迈科技基于对于一致哈希的研究,以商业定位参加了由麻省理工大学(MIT)在1998年的一个奖金5万美元的竞赛,并入选决赛。到了1998年8月,他们已经开发出了可使用的模型,在乔纳森·西利格(Jonathan Seelig)和兰德尔·卡普兰(Randall Kaplan)的帮助下,他们开始准备成立公司。
在1998年末到1999年初时,一群商务专业人士加入了创始团队,在这些人当中值得一提的是时代公司旗下的新媒体公司前总裁保罗·萨根(Paul Sagan)和BBN科技前董事长兼首席执行官、IBM美国区高级副总裁乔治·康拉德斯(George Conrades)。乔治·康拉德斯于1999年4月成为阿卡迈首席执行官,他带领公司从初创企业发展到持续盈利并拥有大量现金流的大型企业。他在2005年将公司转交给保罗·萨根。阿卡迈于1999年4月启动了商业服务,并于1999年10月29日在纳斯达克上市。
在2001年7月1日,阿卡迈进入Russell 3000指数和Russell 2000指数。
2001年9月11日,阿卡迈联合创始人丹尼尔·列文在911袭击中死亡,时年31岁,当时他在乘坐的美国航空11号班机(第一架坠入世贸大厦的飞机)中被刺伤。
2005年,保罗·萨根被任命为阿卡迈首席执行官。他通过扩大公司的服务规模,努力让阿卡迈与竞争对手形成区分度。在他的领导下,公司盈利增长至13.7亿美元。保罗一直担任首席执行官直到2013年共同创始人兼现任首席执行官汤姆·莱顿(Tom Leighton)当选该职位为止。
阿卡迈总部位于肯德尔广场。他最开始只在技术广场(位于马萨诸塞州剑桥肯德尔广场附近的一个商业写字楼综合体,紧邻麻省理工学院(MIT)校园),后来公司规模扩大到了剑桥中心的多幢大楼。在2019年12月时,阿卡迈将办公室合并到百老汇145号的一幢大楼中。
2025年1月,阿卡迈发出公开信称,所有中国CDN服务都将自2026年6月30日起停用,并由腾讯云和网宿科技承接过渡服务。
技术
阿卡迈智能边缘平台
Akamai智能边缘平台(英語:Akamai Intelligent Edge Platform)是在全球范围内运营的分布式云计算平台。Akamai通过全球130个国家/地区近1,500个网络中的约325,000台服务器,部署了分布最广泛且高度分散的内容交付网络(英語:CDN)。每个Akamai服务器都配备了专有软件,该软件使用复杂的算法来处理附近用户的请求,然后提供请求的内容。
来源:维基百科, CC BY-SA 4.0 · 在维基百科上查看 ↗
AKAM 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
AKAM 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
10年表现 收入、净利润、利润率和每股收益趋势
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?
盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
财务健康 债务、流动性、偿付能力 — 资产负债表强度
成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
资本效率 资产周转率、库存周转率、应收账款周转率
AKAM 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
- 强烈买入 7 21.2%
- 买入 14 42.4%
- 持有 10 30.3%
- 卖出 2 6.1%
- 强烈卖出 0 0.0%
12个月价格目标
23 位分析师 · 2026-08-19收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $1.59 | $1.61 | -0.02% |
| 2026年3月31日 | $1.61 | $1.63 | -0.02% |
| 2025年12月31日 | $1.84 | $1.79 | 0.05% |
| 2025年9月30日 | $1.86 | $1.67 | 0.19% |
| 2025年6月30日 | $1.73 | $1.58 | 0.15% |
| 2025年3月31日 | $1.70 | $1.60 | 0.10% |
同行比较(GICS 子行业) 关键指标与行业同行对比
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| AKAM | $12.63B | 28.4 | 5.4% | 10.7% | 9.6% | — |
| CRWV | $35.95B | -25.5 | 167.9% | -22.7% | -39.0% | — |
| TWLO | $21.68B | 677.3 | 13.7% | 0.67% | 0.43% | 48.9% |
| MDB | $30.35B | -428.5 | 22.8% | -2.9% | -2.4% | 71.8% |
| VRSN | $22.33B | 117.4 | 6.4% | 49.8% | -39.8% | — |
| OKTA | — | 65.5 | 11.8% | 8.1% | 3.4% | 77.4% |
| DOCN | $4.42B | 19.1 | 15.5% | 28.8% | -254.3% | 59.9% |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | — |
| APLD | $13.61B | -52.0 | 167.5% | -30.1% | -11.6% | — |
| FSLY | $1.54B | -12.3 | 14.8% | -19.5% | -13.0% | 57.1% |
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表 17
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.21B | $3.99B | $3.81B | $3.62B | $3.46B | $3.20B | $2.89B | $2.71B | $2.49B | $2.35B | $2.20B | $1.96B | |
| Cost of Revenue | $1.73B | $1.62B | $1.51B | $1.38B | $1.27B | $1.13B | $988M | $953M | $876M | $809M | $726M | $611M | |
| R&D Expense | $514M | $471M | $406M | $391M | $335M | $269M | $261M | $246M | $222M | $168M | $149M | $125M | |
| SG&A Expense | $657M | $622M | $601M | $584M | $553M | $548M | $516M | $574M | $509M | $440M | $388M | $326M | |
| Operating Expenses | $3.64B | $3.46B | $3.17B | $2.94B | $2.68B | $2.54B | $2.34B | $2.35B | $2.17B | $1.88B | $1.73B | $1.47B | |
| Operating Income | $567M | $533M | $637M | $676M | $783M | $659M | $549M | $362M | $314M | $467M | $466M | $490M | |
| Interest Expense | · | · | $18M | $11M | $72M | $69M | $49M | $43M | $19M | $19M | $19M | $15M | |
| Interest Income | · | · | · | $3M | $16M | $29M | $34M | $27M | $18M | $15M | $11M | $8M | |
| Other Non-op | $-5M | $-20M | $-12M | $-10M | $2M | $-2M | $-1M | $-3M | $887.0K | $4M | $-2M | $-2M | |
| Pretax Income | $602M | $587M | $653M | $658M | $728M | $616M | $532M | $343M | $314M | $466M | $457M | $480M | |
| Income Tax | $150M | $82M | $106M | $127M | $63M | $46M | $53M | $45M | $91M | $146M | $135M | $146M | |
| Net Income | $452M | $505M | $548M | $524M | $652M | $557M | $478M | $298M | $223M | $321M | $321M | $334M | |
| EPS (Basic) | $3.11 | $3.34 | $3.59 | $3.29 | $4.01 | $3.43 | $2.94 | $1.78 | $1.30 | $1.83 | $1.80 | $1.87 | |
| EPS (Diluted) | $3.07 | $3.27 | $3.52 | $3.26 | $3.93 | $3.37 | $2.90 | $1.76 | $1.29 | $1.82 | $1.78 | $1.84 | |
| Shares (Basic) | 145,402,000 | 151,392,000 | 152,510,000 | 159,089,000 | 162,665,000 | 162,490,000 | 162,706,000 | 167,312,000 | 171,559,000 | 174,917,000 | 178,391,000 | 178,279,000 | |
| Shares (Diluted) | 147,023,000 | 154,346,000 | 155,397,000 | 160,467,000 | 165,804,000 | 165,213,000 | 164,573,000 | 169,188,000 | 172,711,000 | 176,215,000 | 180,415,000 | 181,186,000 | |
| EBITDA | $1.28B | $1.18B | $1.21B | $1.27B | $1.33B | $1.14B | $990M | $797M | $689M | $794M | $766M | · |
资产负债表 28
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $930M | $518M | $489M | $542M | $537M | $353M | $394M | $1.04B | $313M | $324M | $289M | $239M | |
| Short-term Investments | $256M | $1.08B | $375M | $563M | $541M | $745M | $1.14B | $856M | $399M | $513M | $460M | $520M | |
| Receivables | $794M | $728M | $724M | $679M | $676M | $660M | $552M | $480M | $461M | $369M | $380M | $330M | |
| Prepaid Expense | $306M | $254M | $216M | $185M | $166M | $171M | $143M | $163M | $173M | $104M | $123M | $129M | |
| Other Current Assets | $59M | $46M | $42M | $15M | $17M | $20M | $18M | $19M | $29M | $20M | $48M | $47M | |
| Current Assets | $2.29B | $2.58B | $1.80B | $1.97B | $1.92B | $1.93B | $2.23B | $2.54B | $1.35B | $1.31B | $1.25B | $1.26B | |
| PP&E (Net) | $2.33B | $2.00B | $1.83B | $1.54B | $1.53B | $1.48B | $1.15B | $911M | $863M | $801M | $753M | $602M | |
| PP&E (Gross) | $5.95B | $5.15B | $4.71B | $4.10B | $3.79B | $3.52B | $3.03B | $2.59B | $2.35B | $2.08B | $1.82B | $1.48B | |
| Accum. Depreciation | $3.62B | $3.16B | $2.88B | $2.56B | $2.26B | $2.04B | $1.88B | $1.68B | $1.48B | $1.28B | $1.06B | $879M | |
| Goodwill | $3.21B | $3.15B | $2.85B | $2.76B | $2.16B | $1.67B | $1.60B | $1.49B | $1.50B | $1.23B | $1.15B | $1.05B | |
| Intangibles | $615M | $728M | $536M | $442M | $313M | $235M | $179M | $168M | $201M | $149M | $156M | $132M | |
| Other Non-current Assets | $213M | $151M | $124M | $117M | $142M | $148M | $173M | $116M | $136M | $96M | $90M | $82M | |
| Total Assets | $11.48B | $10.37B | $9.90B | $8.30B | $8.14B | $7.76B | $7.01B | $5.46B | $4.65B | $4.37B | $4.18B | $4.00B | |
| Accounts Payable | $125M | $130M | $147M | $145M | $110M | $119M | $139M | $99M | $80M | $76M | $62M | $77M | |
| Accrued Liabilities | $320M | $371M | $352M | $367M | $412M | $380M | $335M | $328M | $284M | $239M | $216M | $205M | |
| Current Liabilities | $968M | $2.09B | $836M | $819M | $790M | $758M | $693M | $1.21B | $457M | $375M | $332M | $334M | |
| Capital Leases | $1.23B | $830M | $775M | $693M | $707M | $715M | $692M | · | · | · | · | · | |
| Deferred Tax | $31M | $16M | $25M | $18M | $41M | $37M | $29M | $20M | $18M | $12M | $13M | $39M | |
| Other Non-current Liabilities | $148M | $130M | $106M | $105M | $69M | $90M | $90M | $161M | $143M | $119M | $93M | $74M | |
| Total Liabilities | $6.50B | $5.49B | $5.30B | $3.94B | $3.61B | $3.51B | $3.35B | $2.27B | $1.29B | $1.15B | $1.06B | $1.06B | |
| Common Stock | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Paid-in Capital | $2.08B | $2.62B | $2.22B | $2.58B | $3.34B | $3.66B | $3.65B | $3.67B | $4.07B | $4.24B | $4.44B | $4.56B | |
| Retained Earnings | $3.42B | $2.97B | $2.47B | $1.92B | $1.26B | $605M | $48M | $-431M | $-691M | $-961M | $-1.28B | $-1.60B | |
| Treasury Stock | $435M | $558M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| AOCI | $-95M | $-156M | $-95M | $-140M | $-69M | $-20M | $-45M | $-49M | $-22M | $-56M | $-41M | $-18M | |
| Stockholders' Equity | $4.98B | $4.88B | $4.60B | $4.36B | $4.53B | $4.25B | $3.66B | $3.19B | $3.36B | $3.27B | $3.16B | $2.95B | |
| Liabilities + Equity | $11.48B | $10.37B | $9.90B | $8.30B | $8.14B | $7.76B | $7.01B | $5.46B | $4.65B | $4.37B | $4.18B | $4.00B | |
| Shares Outstanding | 144,711,094 | 150,025,096 | 151,232,908 | 156,494,816 | 160,512,111 | 162,709,720 | 162,000,843 | 162,904,550 | 169,893,324 | 173,254,797 | 177,212,181 | 178,300,603 |
现金流 16
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $709M | $648M | $571M | $593M | $551M | $478M | $441M | $435M | $372M | $334M | $300M | $247M | |
| Stock-based Comp | $459M | $393M | $328M | $217M | $203M | $197M | $187M | $184M | $164M | $145M | $127M | $112M | |
| Deferred Tax | $27M | $-70M | $-23M | $-105M | $-48M | $-34M | $933.0K | $2M | $-7M | $10M | $4M | $-26M | |
| Amort. of Intangibles | $111M | $92M | $67M | $65M | $48M | $42M | $39M | $33M | $31M | $27M | $27M | $32M | |
| Restructuring | $58M | $95M | $57M | $14M | · | $29M | $17M | $28M | $55M | $10M | $767.0K | $1M | |
| Other Non-cash | $-128M | $43M | $-75M | $46M | $47M | $16M | $-48M | $89M | $47M | $64M | $12M | · | |
| Operating Cash Flow | $1.52B | $1.52B | $1.35B | $1.27B | $1.40B | $1.22B | $1.06B | $1.01B | $801M | $872M | $793M | $658M | |
| CapEx | $508M | $390M | $458M | $241M | $329M | $514M | $360M | $218M | $254M | $181M | $312M | $207M | |
| Investing Cash Flow | $-541M | $-799M | $-1.85B | $-622M | $-647M | $-1.04B | $-1.67B | $-507M | $-459M | $-469M | $-436M | $-1.18B | |
| Stock Repurchased | $800M | $557M | $654M | $608M | $522M | $194M | $335M | $750M | $361M | $374M | $303M | $269M | |
| Net Stock Activity | $-800M | $-557M | $-654M | $-608M | $-522M | $-194M | $-335M | $-750M | $-361M | $-374M | $-303M | · | |
| Financing Cash Flow | $-588M | $-680M | $443M | $-634M | $-562M | $-224M | $-36M | $234M | $-365M | $-360M | $-297M | $436M | |
| Net Change in Cash | $412M | $29M | $-53M | $5M | $184M | $-41M | $-643M | $723M | $-10M | $35M | $51M | $-95M | |
| Taxes Paid | $144M | $136M | $134M | $184M | $101M | $79M | $74M | $45M | $92M | $120M | $75M | · | |
| Free Cash Flow | $1.01B | $1.13B | $891M | $1.03B | $1.08B | $701M | $699M | $791M | $547M | $685M | $452M | · | |
| Levered FCF | · | · | $876M | $1.02B | $1.01B | $637M | $654M | $753M | $534M | $673M | $439M | · |
盈利能力 7
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.5% | 13.4% | 16.7% | 18.7% | 22.6% | 20.6% | 19.0% | 13.4% | 12.6% | 19.6% | 21.2% | · | |
| Net Margin | 10.7% | 12.7% | 14.4% | 14.5% | 18.8% | 17.4% | 16.5% | 11.0% | 8.7% | 13.5% | 14.6% | · | |
| Pretax Margin | 14.3% | 14.7% | 17.1% | 18.2% | 21.0% | 19.3% | 18.4% | 12.6% | 12.6% | 19.6% | 20.8% | · | |
| EBITDA Margin | 30.3% | 29.6% | 31.7% | 35.1% | 38.5% | 35.5% | 34.2% | 29.4% | 27.5% | 33.9% | 34.8% | · | |
| ROA | 4.1% | 5.0% | 6.0% | 6.4% | 8.2% | 7.5% | 7.7% | 5.9% | 4.9% | 7.4% | 7.8% | · | |
| ROE | 9.6% | 10.4% | 12.3% | 12.1% | 14.3% | 13.3% | 13.4% | 9.4% | 6.6% | 9.9% | 10.6% | · | |
| ROIC | 8.6% | 9.4% | 11.6% | 12.5% | 15.8% | 14.3% | 13.5% | 9.9% | 6.6% | 9.8% | 10.5% | · |
流动性与偿付能力 3
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 1.2 | 2.2 | 2.4 | 2.4 | 2.5 | 3.2 | 2.1 | 2.8 | 3.5 | 3.8 | · | |
| Quick Ratio | 2.0 | 1.1 | 1.9 | 2.2 | 2.2 | 2.3 | 3.0 | 2.0 | 2.5 | 3.2 | 3.4 | · | |
| Interest Coverage | · | · | 36.0 | 60.9 | 10.8 | 9.5 | 11.1 | 8.4 | 16.8 | 24.7 | 25.2 | · |
效率 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | 0.6 | 0.5 | 0.5 | · | |
| Receivables Turnover | 5.5 | 5.5 | 5.4 | 5.3 | 5.2 | 5.3 | 5.6 | 5.8 | 6.0 | 6.2 | 6.2 | · |
增长率 9
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.4% | 4.7% | 5.4% | 4.5% | 8.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.2% | 4.9% | 6.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -6.1% | -7.1% | 8.0% | -17.1% | 16.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -2.0% | -5.9% | 1.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -1.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -10.5% | -7.8% | 4.6% | -19.6% | 17.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -4.8% | -8.2% | -0.57% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -4.1% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 10
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.21B | $3.99B | $3.81B | $3.62B | $3.46B | $3.20B | $2.89B | $2.71B | $2.49B | $2.35B | $2.20B | $1.96B | |
| Net Income TTM | $452M | $505M | $548M | $524M | $652M | $557M | $478M | $298M | $223M | $321M | $321M | $334M | |
| Market Cap | $12.63B | $14.35B | $17.90B | $13.19B | $18.79B | $17.08B | $13.99B | $9.95B | $11.05B | $11.55B | $9.33B | · | |
| P/E | 28.4 | 29.3 | 33.6 | 25.9 | 29.8 | 31.2 | 29.8 | 34.7 | 50.4 | 36.6 | 29.6 | 34.2 | |
| P/S | 3.0 | 3.6 | 4.7 | 3.6 | 5.4 | 5.3 | 4.8 | 3.7 | 4.4 | 4.9 | 4.2 | · | |
| P/B | 2.5 | 2.9 | 3.9 | 3.0 | 4.1 | 4.0 | 3.8 | 3.1 | 3.3 | 3.6 | 3.0 | · | |
| P / Tangible Book | 10.9 | 14.4 | 14.8 | 11.4 | 9.1 | 7.3 | · | · | · | · | · | · | |
| P / Cash Flow | 8.3 | 9.4 | 13.3 | 10.3 | 13.4 | 14.1 | 13.2 | 9.9 | 13.8 | 13.3 | 12.2 | · | |
| P / FCF | 12.5 | 12.7 | 20.1 | 12.8 | 17.5 | 24.4 | 20.0 | 12.6 | 20.2 | 16.9 | 20.6 | · | |
| Earnings Yield | 3.5% | 3.4% | 3.0% | 3.9% | 3.4% | 3.2% | 3.4% | 2.9% | 2.0% | 2.7% | 3.4% | 2.9% |
损益表 16
| 指标 | 趋势 | 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 | $1.10B | $1.07B | $1.09B | $1.05B | $1.04B | $1.02B | $1.02B | $1.00B | $980M | $987M | $995M | $965M | $936M | $916M | $928M | $882M | |
| Cost of Revenue | $486M | $471M | $453M | $430M | $427M | $419M | $414M | $409M | $403M | $395M | $393M | $383M | $373M | $361M | $358M | $346M | |
| R&D Expense | $149M | $142M | $139M | $125M | $126M | $124M | $120M | $120M | $113M | $117M | $109M | $106M | $99M | $92M | $105M | $94M | |
| SG&A Expense | $188M | $164M | $176M | $162M | $163M | $156M | $156M | $160M | $154M | $152M | $156M | $147M | $152M | $146M | $150M | $139M | |
| Operating Expenses | $1.02B | $959M | $1.00B | $889M | $892M | $861M | $872M | $934M | $832M | $820M | $810M | $789M | $786M | $789M | $760M | $721M | |
| Operating Income | $80M | $114M | $95M | $166M | $151M | $155M | $148M | $71M | $148M | $167M | $185M | $176M | $150M | $127M | $167M | $160M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $7M | · | $5M | $3M | $3M | · | $3M | |
| Other Non-op | $-3M | $-2M | $-1M | $-4M | $-5M | $6M | $-6M | $-13M | $-949.0K | $511.0K | $-6M | $-3M | $-1M | $-2M | · | $-275.0K | |
| Pretax Income | $100M | $122M | $104M | $173M | $152M | $173M | $158M | $74M | $167M | $188M | $196M | $179M | $150M | $127M | $168M | $158M | |
| Income Tax | $21M | $16M | $19M | $33M | $48M | $50M | $18M | $16M | $35M | $13M | $35M | $20M | $21M | $30M | $40M | $34M | |
| Net Income | $79M | $106M | $85M | $140M | $104M | $123M | $140M | $58M | $132M | $175M | $161M | $161M | $129M | $97M | $129M | $124M | |
| EPS (Basic) | $0.55 | $0.73 | $0.58 | $0.98 | $0.72 | $0.83 | $0.94 | $0.38 | $0.86 | $1.16 | $1.06 | $1.06 | $0.85 | $0.62 | $0.82 | $0.78 | |
| EPS (Diluted) | $0.52 | $0.71 | $0.57 | $0.97 | $0.71 | $0.82 | $0.92 | $0.38 | $0.86 | $1.11 | $1.02 | $1.04 | $0.84 | $0.62 | $0.81 | $0.78 | |
| Shares (Basic) | 144,660,000 | 145,270,000 | -291,984,000 | 143,577,000 | 144,757,000 | 149,052,000 | -303,936,000 | 151,435,000 | 152,265,000 | 151,628,000 | -306,550,000 | 151,359,000 | 152,064,000 | 155,637,000 | -320,158,000 | 158,715,000 | |
| Shares (Diluted) | 153,686,000 | 150,022,000 | -294,101,000 | 144,811,000 | 145,249,000 | 151,064,000 | -309,948,000 | 153,240,000 | 153,588,000 | 157,466,000 | -309,168,000 | 154,976,000 | 153,454,000 | 156,135,000 | -323,948,000 | 159,068,000 | |
| EBITDA | $80M | $298M | · | $166M | $151M | $329M | · | $71M | $148M | $323M | · | $176M | $150M | $262M | · | $160M |
资产负债表 28
| 指标 | 趋势 | 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 | $1.48B | $622M | $930M | $928M | $850M | $1.10B | $518M | $570M | $448M | $468M | $489M | $460M | $299M | $299M | $542M | $458M | |
| Short-term Investments | $1.88B | $308M | $256M | $191M | $116M | $224M | $1.08B | $1.13B | $1.19B | $1.21B | · | $479M | $492M | $453M | · | $406M | |
| Receivables | $953M | $881M | $794M | $766M | $779M | $759M | $728M | $696M | $699M | $717M | · | $713M | $698M | $706M | · | $622M | |
| Prepaid Expense | $341M | $319M | $306M | $283M | $288M | $294M | $254M | $239M | $234M | $234M | · | $215M | $229M | $240M | · | $209M | |
| Other Current Assets | · | · | $59M | · | · | · | $46M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $4.65B | $2.13B | $2.29B | $2.17B | $2.03B | $2.37B | $2.58B | $2.63B | $2.57B | $2.63B | · | $1.87B | $1.72B | $1.70B | · | $1.70B | |
| PP&E (Net) | · | · | $2.33B | · | · | · | $2.00B | · | · | · | · | · | · | · | · | · | |
| PP&E (Gross) | · | · | $5.95B | · | · | · | $5.15B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $3.62B | · | · | · | $3.16B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $3.20B | $3.20B | $3.21B | $3.17B | $3.17B | $3.16B | $3.15B | $3.15B | $3.15B | $2.85B | $2.85B | $2.84B | $2.85B | $2.78B | $2.76B | $2.75B | |
| Intangibles | $564M | $589M | $615M | $647M | $675M | $701M | $728M | $586M | $633M | $513M | · | $465M | $437M | $432M | · | $455M | |
| Other Non-current Assets | $218M | $215M | $213M | $196M | $192M | $184M | $151M | $150M | $133M | $128M | · | $122M | $125M | $133M | · | $105M | |
| Total Assets | $15.07B | $11.65B | $11.48B | $10.83B | $10.54B | $9.98B | $10.37B | $10.19B | $10.09B | $9.94B | · | $9.58B | $8.35B | $8.18B | · | $8.11B | |
| Accounts Payable | $273M | $151M | $125M | $190M | $147M | $156M | $130M | $107M | $125M | $135M | · | $144M | $194M | $202M | · | $119M | |
| Accrued Liabilities | $278M | $286M | $320M | $308M | $272M | $265M | $371M | $289M | $284M | $292M | · | $329M | $269M | $257M | · | $329M | |
| Current Liabilities | $2.84B | $1.04B | $968M | $950M | $881M | $2.02B | $2.09B | $1.98B | $1.95B | $809M | · | $810M | $861M | $836M | · | $753M | |
| Capital Leases | $1.41B | $1.39B | $1.23B | $847M | $899M | $808M | $830M | $855M | $831M | $800M | · | $761M | $758M | $736M | · | $681M | |
| Deferred Tax | $40M | $35M | $31M | $27M | $23M | $18M | $16M | $27M | $26M | $25M | · | $21M | $19M | $20M | · | $38M | |
| Other Non-current Liabilities | $159M | $148M | $148M | $151M | $140M | $134M | $130M | $111M | $107M | $107M | · | $102M | $104M | $109M | · | $95M | |
| Total Liabilities | $10.32B | $6.74B | $6.50B | $6.10B | $6.07B | $5.40B | $5.49B | $5.40B | $5.33B | $5.30B | · | $5.26B | $4.06B | $4.01B | · | $3.87B | |
| Common Stock | $2M | $2M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Paid-in Capital | $2.29B | $2.12B | $2.08B | $2.82B | $2.70B | $2.67B | $2.62B | $2.48B | $2.37B | $2.23B | · | $2.76B | $2.75B | $2.63B | · | $3.10B | |
| Retained Earnings | $3.61B | $3.53B | $3.42B | $3.34B | $3.20B | $3.10B | $2.97B | $2.83B | $2.78B | $2.64B | · | $2.31B | $2.15B | $2.02B | · | $1.74B | |
| Treasury Stock | $1.04B | $630M | $435M | $1.34B | $1.34B | $1.05B | $558M | $420M | $253M | $125M | · | $604M | $490M | $352M | · | $430M | |
| AOCI | $-117M | $-117M | $-95M | $-93M | $-87M | $-135M | $-156M | $-100M | $-137M | $-117M | · | $-137M | $-120M | $-121M | · | $-187M | |
| Stockholders' Equity | $4.75B | $4.91B | $4.98B | $4.73B | $4.47B | $4.58B | $4.88B | $4.79B | $4.75B | $4.63B | $4.60B | $4.32B | $4.29B | $4.17B | $4.36B | $4.23B | |
| Liabilities + Equity | $15.07B | $11.65B | $11.48B | $10.83B | $10.54B | $9.98B | $10.37B | $10.19B | $10.09B | $9.94B | · | $9.58B | $8.35B | $8.18B | · | $8.11B | |
| Shares Outstanding | 143,591,450 | 145,549,131 | 144,711,094 | 143,767,463 | 143,199,911 | 146,086,802 | 150,025,096 | 150,624,544 | 151,913,207 | 152,411,363 | 151,232,908 | 150,955,849 | 151,790,861 | 152,743,828 | 156,494,816 | 157,876,611 |
现金流 16
| 指标 | 趋势 | 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 | $186M | $184M | $183M | $177M | $175M | $174M | $168M | $166M | $159M | $156M | $148M | $149M | $139M | $135M | $149M | $151M | |
| Stock-based Comp | $146M | $129M | $119M | $115M | $113M | $112M | $99M | $103M | $98M | $93M | $92M | $87M | $87M | $62M | $58M | $51M | |
| Deferred Tax | $-3M | $-2M | $2M | $-20M | $13M | $31M | $-71M | $-3M | $14M | $-10M | $-13M | $-10M | $-5M | $5M | $-22M | $-39M | |
| Amort. of Intangibles | $25M | $25M | $28M | $28M | $28M | $28M | $26M | $24M | $21M | $21M | $17M | $18M | $16M | $16M | $17M | $17M | |
| Restructuring | $2M | $183.0K | $55M | $-15.0K | $3M | $361.0K | $11M | $82M | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-104M | · | · | · | $-189M | · | · | · | $-63M | · | · | · | $-66M | · | · | |
| Operating Cash Flow | $326M | $313M | $367M | $442M | $459M | $251M | $344M | $393M | $431M | $352M | $389M | $359M | $366M | $233M | $341M | $369M | |
| CapEx | $145M | $102M | $132M | $113M | $146M | $118M | $93M | $113M | $91M | $94M | $70M | $134M | $112M | $142M | $65M | $51M | |
| Investing Cash Flow | $-2.25B | $-319M | $-366M | $-368M | $-683M | $877M | $-244M | $-116M | $-287M | $-152M | $-316M | $-1.16B | $-248M | $-120M | $-95M | $-96M | |
| Stock Repurchased | $410M | $206M | $0 | $0 | $300M | $500M | $138M | $166M | $128M | $125M | $55M | $113M | $137M | $349M | $178M | $163M | |
| Net Stock Activity | · | $-206M | · | · | · | $-500M | · | · | · | $-125M | · | · | · | $-349M | · | · | |
| Financing Cash Flow | $2.78B | $-292M | $-2M | $7M | $-41M | $-552M | $-141M | $-162M | $-160M | $-216M | $-57M | $975M | $-117M | $-357M | $-178M | $-229M | |
| Net Change in Cash | $855M | $-304M | $-14.0K | $80M | $-249M | $581M | $-54M | $123M | $-21M | $-20M | $28M | $163M | $-2M | $-241M | $83M | $32M | |
| Taxes Paid | · | · | $21M | $10M | $23M | $90M | $25M | $24M | $12M | $75M | $25M | $10M | $14M | $86M | $51M | $20M | |
| Free Cash Flow | · | $211M | · | · | · | $133M | · | · | · | $258M | · | · | · | $92M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $252M | · | · | · | $90M | · | · |
盈利能力 7
| 指标 | 趋势 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 7.3% | 10.7% | · | 15.7% | 14.5% | 15.2% | · | 7.0% | 15.1% | 16.9% | · | 18.2% | 16.0% | 13.8% | · | 18.2% | |
| Net Margin | 7.2% | 9.9% | · | 13.3% | 9.9% | 12.1% | · | 5.8% | 13.4% | 17.8% | · | 16.6% | 13.8% | 10.6% | · | 12.3% | |
| Pretax Margin | 9.1% | 11.4% | · | 16.4% | 14.6% | 17.1% | · | 7.3% | 17.0% | 19.1% | · | 18.6% | 16.0% | 13.9% | · | 17.9% | |
| EBITDA Margin | 7.3% | 27.8% | · | 15.7% | 14.5% | 32.4% | · | 7.0% | 15.1% | 32.7% | · | 18.2% | 16.0% | 28.6% | · | 18.2% | |
| ROA | 0.62% | 0.98% | · | 1.3% | 1.0% | 1.2% | · | 0.59% | 1.4% | 1.9% | · | 1.8% | 1.6% | 1.2% | · | 1.3% | |
| ROE | 1.7% | 2.2% | · | 2.9% | 2.2% | 2.7% | · | 1.3% | 2.9% | 4.0% | · | 3.8% | 3.0% | 2.3% | · | 2.5% | |
| ROIC | 1.3% | 2.0% | · | 2.8% | 2.3% | 2.4% | · | 1.2% | 2.5% | 3.4% | · | 3.6% | 3.0% | 2.3% | · | 2.6% |
流动性与偿付能力 3
| 指标 | 趋势 | 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 | 1.6 | 2.1 | · | 2.3 | 2.3 | 1.2 | · | 1.3 | 1.3 | 3.2 | · | 2.3 | 2.0 | 2.0 | · | 2.3 | |
| Quick Ratio | 1.5 | 1.7 | · | 2.0 | 2.0 | 1.0 | · | 1.2 | 1.2 | 3.0 | · | 2.0 | 1.7 | 1.7 | · | 2.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 24.5 | · | 35.3 | 47.4 | 47.2 | · | 57.6 |
效率 2
| 指标 | 趋势 | 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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.3 | 1.3 | · | 1.4 | 1.4 | 1.4 | · | 1.4 | 1.4 | 1.4 | · | 1.4 | 1.4 | 1.3 | · | 1.4 |
估值 (TTM) 10
| 指标 | 趋势 | 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 | $4.27B | $4.19B | · | $4.12B | $4.04B | $3.99B | · | $3.94B | $3.87B | $3.80B | · | $3.74B | $3.66B | $3.63B | · | $3.59B | |
| Net Income TTM | $430M | $473M | · | $425M | $416M | $488M | · | $526M | $596M | $562M | · | $515M | $478M | $487M | · | $555M | |
| Market Cap | $16.97B | $16.72B | · | $10.89B | $11.42B | $11.76B | · | $15.21B | $13.68B | $16.58B | · | $16.08B | $13.64B | $11.96B | · | $12.68B | |
| P/E | 40.6 | 35.8 | · | 26.3 | 28.8 | 25.4 | · | 29.8 | 23.4 | 30.1 | · | 32.1 | 29.4 | 25.5 | · | 23.5 | |
| P/S | 4.0 | 4.0 | · | 2.6 | 2.8 | 3.0 | · | 3.9 | 3.5 | 4.4 | · | 4.3 | 3.7 | 3.3 | · | 3.5 | |
| P/B | 3.6 | 3.4 | · | 2.3 | 2.6 | 2.6 | · | 3.2 | 2.9 | 3.6 | · | 3.7 | 3.2 | 2.9 | · | 3.0 | |
| P / Tangible Book | 17.3 | 15.0 | · | 11.9 | 18.4 | 16.2 | · | 14.4 | 14.0 | 13.0 | · | 15.8 | 13.6 | 12.5 | · | 12.4 | |
| P / Cash Flow | · | 53.5 | · | · | · | 46.8 | · | · | · | 47.1 | · | · | · | 51.2 | · | · | |
| P / FCF | · | 79.3 | · | · | · | 88.1 | · | · | · | 64.2 | · | · | · | 130.3 | · | · | |
| Earnings Yield | 2.5% | 2.8% | · | 3.8% | 3.5% | 3.9% | · | 3.4% | 4.3% | 3.3% | · | 3.1% | 3.4% | 3.9% | · | 4.3% |
财务报表 损益表、资产负债表、现金流量表 — 年度,近5年
损益表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| 收入 | $4.21B | $3.99B | $3.81B | $3.62B | — |
| 营业利润率 % | 13.5% | 13.4% | 16.7% | 18.7% | — |
| 净收入 | $452M | $505M | $548M | $524M | — |
| 稀释后每股收益 (EPS) | $3.07 | $3.27 | $3.52 | $3.26 | — |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| 流动比率 | 2.4 | 1.2 | 2.2 | 2.4 | — |
| 速动比率 | 2.0 | 1.1 | 1.9 | 2.2 | — |
现金流
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| 自由现金流 | $1.01B | $1.13B | $891M | $1.03B | — |
最新新闻 提及该公司的近期头条新闻
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机构持有人 (13F) 912 家申报者 · $16.1B 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 161 (-45 与上一季度对比) | 95 (+20 与上一季度对比) | 295 (+40 与上一季度对比) | 284 (+36 与上一季度对比) | +19.1M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| Capital World Investors | $1324307406 | 11203309 | 8.24% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1122575709 | 9496453 | 6.99% | 股份 |
| JANE STREET GROUP, LLC | $984653837 | 8329700 | 6.13% | 买入期权 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $857915104 | 7257551 | 5.34% | 股份 |
| WELLS FARGO & COMPANY/MN | $685618000 | 5800000 | 4.27% | 买入期权 |
| STATE STREET CORP | $682594897 | 5774426 | 4.25% | 股份 |
| FIRST TRUST ADVISORS LP | $561747869 | 4752119 | 3.50% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $445260268 | 3750360 | 2.77% | 股份 |
| Point72 Asset Management, L.P. | $304468650 | 2575659 | 1.90% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $302463927 | 2558700 | 1.88% | 买入期权 |
| BANK OF AMERICA CORP /DE/ | $270608578 | 2289219 | 1.68% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $269127998 | 2276694 | 1.68% | 股份 |
| BANK OF NOVA SCOTIA | $266430353 | 2253873 | 1.66% | 股份 |
| CITADEL ADVISORS LLC | $259695549 | 2196900 | 1.62% | 买入期权 |
| NORGES BANK | $249504310 | 2110687 | 1.55% | 股份 |
| EARNEST PARTNERS LLC | $241606818 | 2043878 | 1.50% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $233810515 | 1977925 | 1.46% | 股份 |
| BARCLAYS PLC | $220461650 | 1865000 | 1.37% | 买入期权 |
| TWO SIGMA INVESTMENTS, LP | $210401388 | 1779895 | 1.31% | 股份 |
| Pictet Asset Management Holding SA | $197442868 | 1671839 | 1.23% | 股份 |
| DISCIPLINED GROWTH INVESTORS INC /MN | $193297819 | 1635207 | 1.20% | 股份 |
| Polar Capital Holdings Plc | $186295532 | 1575971 | 1.16% | 股份 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $181507554 | 1535467 | 1.13% | 股份 |
| GOLDMAN SACHS GROUP INC | $175275237 | 1482745 | 1.09% | 股份 |
| FMR LLC | $171905368 | 1454237 | 1.07% | 股份 |
| Artisan Partners Limited Partnership | $171102119 | 1447442 | 1.07% | 股份 |
| TWO SIGMA ADVISERS, LP | $160627250 | 1841000 | 1.00% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $158153159 | 1337900 | 0.98% | 卖出期权 |
| JANE STREET GROUP, LLC | $149937091 | 1268396 | 0.93% | 股份 |
| MENORA MIVTACHIM HOLDINGS LTD. | $142494708 | 1205437 | 0.89% | 股份 |
| Slate Path Capital LP | $141473728 | 1196800 | 0.88% | 股份 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $134354286 | 1136573 | 0.84% | 股份 |
| Walleye Trading LLC | $116413208 | 984800 | 0.72% | 买入期权 |
| Vontobel Holding Ltd. | $108826490 | 920620 | 0.68% | 股份 |
| JANE STREET GROUP, LLC | $108008477 | 913700 | 0.67% | 卖出期权 |
| Atreides Management, LP | $107640016 | 910583 | 0.67% | 股份 |
| Qube Research & Technologies Ltd | $107528072 | 909636 | 0.67% | 股份 |
| CITADEL ADVISORS LLC | $101565205 | 859193 | 0.63% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $96469999 | 816090 | 0.60% | 股份 |
| Woodline Partners LP | $95817598 | 810571 | 0.60% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $93385900 | 7900 | 0.58% | 买入期权 |
| BNP PARIBAS FINANCIAL MARKETS | $87234724 | 737964 | 0.54% | 股份 |
| Parsifal Capital Management, LP | $80964630 | 684922 | 0.50% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $78544047 | 664443 | 0.49% | 股份 |
| NEUBERGER BERMAN GROUP LLC | $72733275 | 615289 | 0.45% | 股份 |
| MACKENZIE FINANCIAL CORP | $68815833 | 582149 | 0.43% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $57302914 | 498937 | 0.36% | 股份 |
| Walleye Trading LLC | $56244318 | 475800 | 0.35% | 卖出期权 |
| BARCLAYS PLC | $54323405 | 459550 | 0.34% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $51493383 | 435609 | 0.32% | 股份 |
| Southpoint Capital Advisors LP | $47284000 | 400000 | 0.29% | 股份 |
| Portman Square Capital LLP | $45428103 | 384300 | 0.28% | 卖出期权 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $44480050 | 509800 | 0.28% | 股份 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42407720 | 358749 | 0.26% | 股份 |
| BANK OF MONTREAL /CAN/ | $41310021 | 349463 | 0.26% | 股份 |
| Nuveen, LLC | $41116039 | 347822 | 0.26% | 股份 |
| BlackRock, Inc. | $38730324 | 327640 | 0.24% | 股份 |
| JONES FINANCIAL COMPANIES LLLP | $37884516 | 334403 | 0.24% | 股份 |
| TODD ASSET MANAGEMENT LLC | $37039330 | 313335 | 0.23% | 股份 |
| Vanguard Global Advisers, LLC | $36741678 | 310817 | 0.23% | 股份 |
| Portolan Capital Management, LLC | $36687774 | 310361 | 0.23% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $36113391 | 305502 | 0.22% | 股份 |
| PICTON MAHONEY ASSET MANAGEMENT | $35463000 | 300000 | 0.22% | 买入期权 |
| Swiss National Bank | $34931055 | 295500 | 0.22% | 股份 |
| Triodos Investment Management BV | $34650280 | 293224 | 0.22% | 股份 |
| ExodusPoint Capital Management, LP | $34255367 | 289784 | 0.21% | 股份 |
| PEAK6 LLC | $32306793 | 273300 | 0.20% | 买入期权 |
| Caisse de depot et placement du Quebec | $31183798 | 263800 | 0.19% | 股份 |
| California Public Employees Retirement System | $30903640 | 261430 | 0.19% | 股份 |
| NORDEA INVESTMENT MANAGEMENT AB | $30760612 | 261281 | 0.19% | 股份 |
| Caption Management, LLC | $30734600 | 260000 | 0.19% | 买入期权 |
| D. E. Shaw & Co., Inc. | $29316080 | 248000 | 0.18% | 买入期权 |
| RHUMBLINE ADVISERS | $29131929 | 246443 | 0.18% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $27710553 | 234418 | 0.17% | 股份 |
| Squarepoint Ops LLC | $27480397 | 232471 | 0.17% | 股份 |
| SHELTON CAPITAL MANAGEMENT | $25643414 | 216931 | 0.16% | 股份 |
| Clearline Capital LP | $24353506 | 206019 | 0.15% | 股份 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $24122000 | 204058 | 0.15% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $23728293 | 200730 | 0.15% | 股份 |
| Mitsubishi UFJ Asset Management Co., Ltd. | $23415746 | 198086 | 0.15% | 股份 |
| Arvin Capital Management LP | $23133461 | 195698 | 0.14% | 股份 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $22882855 | 193578 | 0.14% | 股份 |
| Lightrock Netherlands B.V. | $22165793 | 187512 | 0.14% | 股份 |
| Benchstone Capital Management LP | $22066261 | 186670 | 0.14% | 股份 |
| Squarepoint Ops LLC | $22010702 | 186200 | 0.14% | 买入期权 |
| Focus Partners Wealth | $21913729 | 185380 | 0.14% | 股份 |
| NEW YORK STATE COMMON RETIREMENT FUND | $21856911 | 184899 | 0.14% | 股份 |
| Portman Square Capital LLP | $21050482 | 178077 | 0.13% | 股份 |
| Champlain Investment Partners, LLC | $20924943 | 177015 | 0.13% | 股份 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $20753372 | 175564 | 0.13% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $19540113 | 165300 | 0.12% | 买入期权 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $19278376 | 167857 | 0.12% | 股份 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $19265866 | 162980 | 0.12% | 股份 |
| Squarepoint Ops LLC | $18558970 | 157000 | 0.12% | 卖出期权 |
| J. Safra Sarasin Holding AG | $18303755 | 154841 | 0.11% | 股份 |
| MARSHALL WACE, LLP | $17604306 | 148924 | 0.11% | 股份 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17540847 | 145054 | 0.11% | 股份 |
| JANUS HENDERSON GROUP PLC | $17000786 | 148026 | 0.11% | 股份 |
| TRUIST FINANCIAL CORP | $16889801 | 142880 | 0.11% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $16654725 | 140891 | 0.10% | 股份 |
公司内部人士 48 位内幕人士 · 19 位高管 · 21 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Thomson F Leighton | Chief Executive Officer | 2026年3月6日 M | 97975 | 0 | 0 | $0 |
| Edward J Mcgowan | Chief Financial Officer | 2025年3月11日 S | 22706 | 0 | 0 | $0 |
| James M Benson | Chief Financial Officer | 2019年2月21日 M | 56757 | 0 | 0 | $0 |
| Rick M Mcconnell | President and GM Security | 2021年12月10日 M | 22580 | 0 | 0 | $0 |
| Robert W Hughes | President Worldwide Ops | 2016年3月7日 S | 24667 | 0 | 0 | $0 |
| David W Kenny | President | 2011年9月7日 M | 41034 | 0 | 0 | $0 |
| Adam Karon | COO & GM Edge Technology Group | 2025年5月8日 S | 10809 | 0 | 0 | $0 |
| Paul C Joseph | EVP - Global Sales | 2026年7月15日 S | 31572 | 0 | 2 | $-776237 |
| Robert Blumofe | Chief Technology Officer | 2026年6月18日 S | 31006 | 0 | 4 | $-826487 |
| Laura Howell | SVP, Chief Accounting Officer | 2026年6月12日 M | 16481 | 0 | 0 | $0 |
| Kim Salem-Jackson | EVP, Chief Marketing Officer | 2026年6月10日 S | 59210 | 0 | 1 | $-311811 |
| Mani Sundaram | EVP and GM Security | 2026年3月9日 S | 21647 | 0 | 1 | $-169755 |
| Anthony P Williams | EVP and CHRO | 2026年2月20日 F | 26480 | 0 | 0 | $0 |
| Aaron Ahola | EVP & General Counsel | 2026年2月19日 A | 27445 | 0 | 1 | $-303040 |
| Monique Bonner | EVP and CMO | 2021年2月23日 S | 12096 | 0 | 0 | $0 |
| James Gemmell | EVP & Chief HR Officer | 2019年11月15日 S | 1439 | 0 | 0 | $0 |
| William Wheaton | Chief Strategy Officer | 2019年4月30日 S | 28417 | 0 | 0 | $0 |
| Melanie Haratunian | EVP and General Counsel | 2017年3月8日 S | 80785 | 0 | 0 | $0 |
| Chris Schoettle | Executive Vice President | 2008年5月15日 S | 28734 | 0 | 0 | $0 |
| Jon Miller | 董事 | 2026年5月14日 M | 26353 | 0 | 1 | $-1129370 |
| Bas Burger | 董事 | 2025年7月12日 A | — | 0 | 0 | $0 |
| Janaki Akella | 董事 | 2025年7月12日 A | — | 0 | 0 | $0 |
| Bernardus Johannes Maria Verwaayen | 董事 | 2025年5月19日 M | 23708 | 0 | 0 | $0 |
| Marianne Catherine Brown | 董事 | 2025年5月14日 A | 6240 | 0 | 0 | $0 |
| Sharon Bowen | 董事 | 2025年5月14日 A | 8278 | 0 | 0 | $0 |
| Peter Thomas Killalea | 董事 | 2025年5月14日 A | 10796 | 0 | 0 | $0 |
| Monte E Ford | 董事 | 2025年5月14日 A | 27036 | 0 | 0 | $0 |
| William Raymond Wagner | 董事 | 2024年11月27日 S | 15719 | 0 | 0 | $0 |
| Jill A Greenthal | 董事 | 2022年5月12日 M | 38790 | 0 | 0 | $0 |
| Frederic V Salerno | 董事 | 2021年6月1日 M | 11419 | 0 | 0 | $0 |
| Pamela J. Craig | 董事 | 2019年5月15日 M | 51089 | 0 | 0 | $0 |
| Naomi O Seligman | 董事 | 2019年5月15日 M | 50711 | 0 | 0 | $0 |
| Paul Sagan | 董事 | 2019年5月15日 M | 71750 | 0 | 0 | $0 |
| George N Conrades | 董事 | 2018年5月20日 M | 482957 | 0 | 0 | $0 |
| Steven Scopellite | 董事 | 2017年3月17日 M | 0 | 0 | 0 | $0 |
| Martin M Coyne II | 董事 | 2015年3月24日 M | 37861 | 0 | 0 | $0 |
| Ronald Graham | 董事 | 2010年5月17日 M | 14294 | 0 | 0 | $0 |
| William A Halter | 董事 | 2007年1月9日 M | 7078 | 0 | 0 | $0 |
| Daniel Hesse | — | 2026年5月20日 M | 23723 | 0 | 0 | $0 |
| Madhu Ranganathan | — | 2026年5月13日 A | 9160 | 0 | 1 | $-319362 |
| Geoffrey Moore | — | 2014年9月12日 M | 0 | 0 | 0 | $0 |
| Kim C Goodwin | — | 2012年11月12日 M | 39259 | 0 | 0 | $0 |
| Debra Canner | — | 2012年7月27日 M | 19176 | 0 | 0 | $0 |
| Peter J Kight | — | 2012年5月18日 M | 104633 | 0 | 0 | $0 |
| Donald J Sherman | — | 2012年2月29日 M | 98674 | 0 | 0 | $0 |
| Cathy E Welsh | — | 2007年2月20日 M | 3773 | 0 | 0 | $0 |
| Robert Cobuzzi | — | 2006年2月14日 M | 206849 | 0 | 0 | $0 |
| Lisa B Arthur | — | 2005年7月21日 A | — | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖
激进投资者及 5%+ 股东 4 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| Elliott Associates, L.P., Elliott International, L.P., Elliott International Capital Advisors Inc. ×3 申报 | 2018年11月2日 | — | 初始申报 | — | SEC |
| 未披露的报告人 | 2004年5月28日 | — | 初始申报 | 被动投资 | SEC |
| George H. Conrades | 2004年2月10日 | — | 初始申报 | 被动投资 | SEC |
| BAKER COMMUNICATIONS FUND, L.P., BAKER CAPITAL PARTNERS, LLC, EDWARD W. SCOTT | 2002年4月29日 | — | 初始申报 | — | 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.
ETF持仓 由 149 只交易所交易基金持有
权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| BUG · Global X Funds | 6.47% | 508159 NS | 2026年5月31日 | N-PORT |
| CLOU · Global X Funds | 4.92% | 88424 NS | 2026年5月31日 | N-PORT |
| PSWD · DBX ETF Trust | 4.56% | 2702 NS | 2026年5月29日 | N-PORT |
| SKYU · ProShares Trust | 1.62% | 390 NS | 2026年5月31日 | N-PORT |
| EPMB · Harbor ETF Trust | 1.53% | 670 NS | 2026年4月30日 | N-PORT |
| EPSB · Harbor ETF Trust | 1.40% | 632 NS | 2026年4月30日 | N-PORT |
| EPMV · Harbor ETF Trust | 1.37% | 592 NS | 2026年4月30日 | N-PORT |
| SMCO · Tidal Trust II | 1.33% | 16633 NS | 2026年4月30日 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 1.30% | 242197 NS | 2026年5月31日 | N-PORT |
| BKDV · BNY Mellon ETF Trust II | 1.13% | 151121 NS | 2026年4月30日 | N-PORT |
| FWD · AB Active ETFs, Inc. | 0.89% | 172317 NS | 2026年5月31日 | N-PORT |
| KRMA · Global X Funds | 0.76% | 6132 NS | 2026年5月31日 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 0.69% | 647 NS | 2026年4月30日 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.64% | 19458 NS | 2026年4月30日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.60% | 798269 NS | 2026年4月30日 | N-PORT |
| ITAN · EA Series Trust | 0.58% | 3474 NS | 2026年5月29日 | N-PORT |
| FXL · First Trust Exchange-Traded Alpha... | 0.49% | 70318 NS | 2026年4月30日 | N-PORT |
| CGGR · Capital Group Growth ETF | 0.46% | 753719 NS | 2026年5月31日 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 0.45% | 4943 NS | 2026年4月30日 | N-PORT |
| CHAT · Tidal Trust II | 0.43% | 59402 NS | 2026年4月30日 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.40% | 388866 NS | 2026年5月31日 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.38% | 22965 NS | 2026年4月30日 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.37% | 20893 NS | 2026年4月30日 | N-PORT |
| ANEW · ProShares Trust | 0.35% | 182 NS | 2026年5月31日 | N-PORT |
| TRFK · Pacer Funds Trust | 0.32% | 19255 NS | 2026年4月30日 | N-PORT |
| SZNE · Pacer Funds Trust | 0.30% | 388 NS | 2026年4月30日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund ... | 0.29% | 56584 NS | 2026年4月30日 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.27% | 7218 NS | 2026年5月31日 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 0.26% | 7259 NS | 2026年4月30日 | N-PORT |
| DEUS · DBX ETF Trust | 0.25% | 4555 NS | 2026年5月29日 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund ... | 0.24% | 171684 NS | 2026年4月30日 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund ... | 0.23% | 16324 NS | 2026年4月30日 | N-PORT |
| XAIX · DBX ETF Trust | 0.18% | 1862 NS | 2026年5月31日 | N-PORT |
| NUSC · Nushares ETF Trust | 0.18% | 22180 NS | 2026年4月30日 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0.15% | 2184 NS | 2026年5月31日 | N-PORT |
| TILT · FlexShares Trust | 0.14% | 27720 NS | 2026年4月30日 | N-PORT |
| PEXL · Pacer Funds Trust | 0.14% | 621 NS | 2026年4月30日 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.13% | 230780 NS | 2026年4月30日 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund ... | 0.13% | 27207 NS | 2026年4月30日 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund ... | 0.11% | 4837 NS | 2026年4月30日 | N-PORT |
| ESUM · Strategy Shares | 0.11% | 1577 NS | 2026年4月30日 | N-PORT |
| EGLE · Global X Funds | 0.09% | 18 NS | 2026年4月30日 | N-PORT |
| SFGV · EA Series Trust | 0.09% | 6532 NS | 2026年5月29日 | N-PORT |
| EBI · RBB Fund Trust | 0.08% | 3702 NS | 2026年5月31日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.08% | 116274 NS | 2026年4月30日 | N-PORT |
| TECL · Direxion Shares ETF Trust | 0.08% | 35213 NS | 2026年4月30日 | N-PORT |
| ROM · ProShares Trust | 0.07% | 6709 NS | 2026年5月31日 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.07% | 2276 NS | 2026年5月31日 | N-PORT |
| SCHV · SCHWAB STRATEGIC TRUST | 0.07% | 72691 NS | 2026年5月31日 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0.07% | 39519 NS | 2026年4月30日 | N-PORT |