NOW ServiceNow, Inc. Common Stock
$119.91
价格 · 八月 18, 2026
截至...的财报数据 七月 23, 2026
52周区间
$81–$195
34% of range
分析师评级
BUY
55 analysts
目标价
$140
+17% upside
P/E (TTM)
71.8
ROE
14.6%
净利润率
13.2%
关于 ServiceNow, Inc. Common Stock 公司概况（来自维基百科）
ServiceNow, Inc. is an American software company that supplies cloud computing platforms for the creation and management of automated business workflows. The company was founded in Santa Clara, California, United States, in 2003 by Fred Luddy. It is listed on the New York Stock Exchange and is a constituent of the S&P 100 and S&P 500 indices.
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ServiceNow, Inc. is an American software company that supplies cloud computing platforms for the creation and management of automated business workflows. The company was founded in Santa Clara, California, United States, in 2003 by Fred Luddy. It is listed on the New York Stock Exchange and is a constituent of the S&P 100 and S&P 500 indices.
History
ServiceNow was founded as Glidesoft, Inc. in 2003 by Fred Luddy, and later incorporated in California in 2004. Luddy had previously served as chief technology officer (CTO) for Peregrine Systems, an enterprise software company based in San Diego, until 2002. In founding the company, Luddy intended to provide the same services previously available from the then defunct Peregrine Systems.
Luddy was the only employee until mid-2005 when US$2.5 million in venture financing from JMI Equity allowed Glidesoft to hire five additional people. In 2006, the company changed its name to Service-Now.com. In 2007, ServiceNow reported an annual revenue of US$13 million and opened its first Silicon Valley office, in San Jose. 2007 was also the first year that the company "went cash flow positive".
As of January 2011, the company had 275 employees in its San Diego, Chicago, New York, Atlanta, London and Frankfurt offices, as well as a partnership with Accenture who had more than 100 ServiceNow consultants. At this time, the company was sometimes known as "Service-now". By April 2011, the company had named Frank Slootman as chief executive officer.
In June 2012, ServiceNow became a publicly traded company following a US$210 million IPO. Shortly thereafter, the company relocated its headquarters from San Diego to Santa Clara, California. It was taken public by Morgan Stanley one month after it took Facebook public.
In October 2019, the company announced that CEO John Donahoe would be succeeded by Bill McDermott, formerly CEO of SAP SE at the end of the calendar year. In January 2020, Bill appointed Gina Mastantuono as Chief Financial Officer. Under her leadership, ServiceNow crossed $10 billion in revenue in 2024 and grew its subscription revenue at a 26% compound annual growth rate from 2020 to 2024, earning the company a spot on the Fortune 500 list. Mastantuono was named President while continuing as CFO in 2025.
In May 2023, Nvidia announced a partnership with ServiceNow to include AI services in help desk software for corporations. As of December 2023, the number of employees in ServiceNow was estimated to be around 23,000.
In 2024, the platform was reported to have leaked potentially highly confidential data from the "knowledge base" module of over a thousand corporate users due to a misconfiguration of its access control settings. In October 2024, the company announced its plans to invest $1.5 billion in the UK. Its data centers there are located in the cities of London and Newport, Wales. In September 2025, ServiceNow announced that it was opening a new office in West Palm Beach, Florida. In January 2026, the company announced partnerships with Anthropic and OpenAI to add those companies' large language models into its AI platform to add agentic AI features.
Acquisitions
July 2013: Mirror42, an Amsterdam-based software developer
July 2014: Neebula Systems, an Israeli cloud computing tools company
February 2015: Intréis
June 2016: Brightpoint Security
January 2017: Machine learning startup DxContinuum
October 2017: San Diego human-centered design firm Telepathy; the acquisition doubled the size of ServiceNow's internal design agency, the Design Experience Organization
October 2017: SkyGiraffe, an enterprise mobility company backed by Microsoft Ventures. SkyGiraffe formed the basis for ServiceNow's Mobile Platform, released in March 2019.
April 2018: VendorHawk, a software-as-a-service management company
May 2018: AI startup Parlo
October 2018: Data analytics company, FriendlyData
May 2019: Appsee Ltd., an in-app mobile analytics startup
November 2019: Fairchild Resiliency Systems
January 2020: Loom Systems, Passage AI, and Attivio
June 2020: Sweagle
November 2020: Element AI
March 2021: Intellibot
May 2021: Lightstep
August 2021: Swarm64 and Mapwize
October 2021: Gekkobrain
June 2022: Hitch
October 2022: Era Software
July 2023: AI-powered platform G2K
December 2023: UltimateSuite
March 2024: 4Industry
July 2024: Raytion GmbH
November 2024: Mission Secure
January 2025: Cuein AI
February 2025: Quality 360°
March 2025: Moveworks
April 2025: Logik
May 2025: Data.World
December 2025: Veza
December 2025: Armis
February 2026: Pyramid Analytics
March 2025: Traceloop
April 2026: Armis
July 2026: Ai.Work
Platform
ServiceNow is a platform-as-a-service, that is designed to support IT service management and help desk functionality with automated workflows. Their fee model was based on a cost per user (seat) per month, with that cost ranging down from US$100.
The platform is packaged into different suites of applications called "modules", which are tailored to various business processes. Some of these areas include governance, risk management, and compliance, audit, business continuity planning, disaster recovery, vendor management, and environmental, social, and corporate governance. A commonly referred to benefit of the platform is that many of these modules are interconnected, such as the IRM suite (Integrated Risk Management), which will automatically create issues and assign tickets based on various risk and audit findings, findings that can be found through the manual or automated performance of different activities such as evidence requests. There is also a data and information visualization report creator called Performance Analytics.
The ServiceNow script is written in JavaScript, with database queries being made using a proprietary object-oriented API called Glide. In July 2023, the company released generative AI summarization and text-to-code features.
来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
NOW 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$119.91
市值
$125.57B
P/E (TTM)
71.8
每股收益 (TTM)
$1.67
营收 (TTM)
$13.28B
股息收益率
—
ROE
14.6%
负债/权益
—
52周区间
$81 – $195
NOW 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
Configure
10年表现 收入、净利润、利润率和每股收益趋势
营收与净利润
$13.28B
2016-12-31
→
2025-12-31
EPS
$1.67
2017-12-31
→
2025-12-31
自由现金流
$4.58B
2016-12-31
→
2025-12-31
利润率
13.2%
2016-12-31
→
2025-12-31
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
指标
5年趋势
NOW
同行中位数
P/E (TTM)
71.8
32.4
P/S (TTM) (市销率 (TTM))
9.5
9.4
P/B (市净率)
9.7
8.5
Price / FCF (股价/自由现金流)
27.4
—
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)
指标
5年趋势
NOW
同行中位数
Gross Margin (毛利率)
77.5%
78.4%
Operating Margin (营业利润率)
13.7%
—
Net Profit Margin (净利润率)
13.2%
12.7%
ROA
7.5%
5.5%
ROE
14.6%
15.0%
ROIC
10.9%
—
财务健康 债务、流动性、偿付能力 — 资产负债表强度
指标
5年趋势
NOW
同行中位数
Current Ratio (流动比率)
1.0
1.4
Quick Ratio (速动比率)
0.6
—
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)
指标
5年趋势
NOW
同行中位数
Revenue YoY (营收同比增长)
20.9%
—
Revenue CAGR 3Y (营收3年复合年增长率)
22.4%
—
Revenue CAGR 5Y (营收5年复合年增长率)
24.1%
—
EPS YoY
21.9%
—
Net Income YoY (净利润同比增长)
22.7%
—
资本效率 资产周转率、库存周转率、应收账款周转率
指标
5年趋势
NOW
同行中位数
NOW 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
买入
55 位分析师
- 强烈买入 16 29.1%
- 买入 33 60.0%
- 持有 4 7.3%
- 卖出 2 3.6%
- 强烈卖出 0 0.0%
12个月价格目标
46 位分析师 · 2026-08-15
中位数
$140.00
现在
$119.91
最低
$72.00
最高
$248.00
中位数目标
$140.00
+16.8%
平均目标
$140.25
+17.0%
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
平均惊喜
0.05%
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $0.90 | $0.86 | 0.04% |
| 2026年3月31日 | $0.97 | $0.97 | -0.00% |
| 2025年12月31日 | $0.92 | $0.89 | 0.03% |
| 2025年9月30日 | $0.96 | $0.86 | 0.10% |
| 2025年6月30日 | $0.82 | $0.72 | 0.10% |
| 2025年3月31日 | $0.81 | $0.77 | 0.03% |
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 |
|---|---|---|---|---|---|---|
| NOW | $160.43B | 91.7 | 20.9% | 13.2% | 14.6% | 77.5% |
| MSFT | $2.77T | 20.8 | 17.8% | 40.3% | 34.0% | 67.9% |
| ORCL | $650.25B | 38.7 | 17.3% | 25.4% | 54.3% | — |
| PANW | $115.95B | 108.5 | 14.9% | 12.3% | 16.0% | 73.4% |
| CRWD | — | -685.9 | 21.7% | -3.4% | -4.2% | 74.7% |
| FTNT | $59.00B | 32.8 | 14.2% | 27.3% | 135.7% | 80.5% |
| ZS | $45.20B | -1057.6 | 23.3% | -1.6% | -2.4% | 76.9% |
| RBRK | $11.32B | -31.4 | 48.5% | -26.5% | 64.4% | 80.1% |
| GEN | $11.30B | 12.0 | 27.1% | 19.5% | 38.4% | 78.5% |
| FROG | $7.47B | -100.7 | 24.1% | -13.5% | -8.4% | 76.8% |
| PATH | — | 24.2 | 12.7% | 17.5% | 15.1% | 83.2% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $13.28B | $10.98B | $8.97B | $7.25B | $5.90B | $4.52B | $3.46B | $2.61B | $1.92B | $1.39B | $1.01B | |
| Cost of Revenue | $2.98B | $2.29B | $1.92B | $1.57B | $1.35B | $987M | $796M | $623M | $500M | $399M | $329M | |
| Gross Profit | $10.29B | $8.70B | $7.05B | $5.67B | $4.54B | $3.53B | $2.66B | $1.99B | $1.42B | $992M | $676M | |
| R&D Expense | $2.96B | $2.54B | $2.12B | $1.77B | $1.40B | $1.02B | $749M | $530M | $378M | $285M | $217M | |
| SG&A Expense | $1.12B | $936M | $863M | $735M | $597M | $454M | $339M | $296M | $211M | $159M | $127M | |
| Operating Expenses | $8.47B | $7.33B | $6.29B | $5.32B | $4.29B | $3.33B | $2.62B | $2.03B | $1.48B | $1.37B | $842M | |
| Operating Income | $1.82B | $1.36B | $762M | $355M | $257M | $199M | $42M | $-42M | $-64M | $-382M | $-166M | |
| Interest Expense | · | · | · | $27M | $28M | $33M | $33M | $53M | $53M | $33M | $31M | |
| Other Non-op | $-14M | $-45M | $-56M | $-38M | $-28M | $-16M | $58M | $56M | $4M | $5M | $4M | |
| Pretax Income | $2.26B | $1.74B | $1.01B | $399M | $249M | $150M | $67M | $-39M | $-113M | $-410M | $-193M | |
| Income Tax | $513M | $313M | $-723M | $74M | $19M | $31M | $-560M | $-12M | $3M | $4M | $5M | |
| Net Income | $1.75B | $1.43B | $1.73B | $325M | $230M | $119M | $627M | $-27M | $-117M | $-414M | $-198M | |
| EPS (Basic) | $1.69 | $1.38 | $1.70 | $1.61 | $1.16 | $0.61 | $3.36 | $-0.15 | $-0.68 | · | · | |
| EPS (Diluted) | $1.67 | $1.37 | $1.68 | $1.60 | $1.13 | $0.59 | $3.18 | $-0.15 | $-0.68 | · | · | |
| Shares (Basic) | 1,036,740,000 | 1,029,169,000 | 1,020,685,000 | 201,430,000 | 198,094,000 | 193,096,000 | 186,466,000 | 177,846,000 | 171,176,000 | · | · | |
| Shares (Diluted) | 1,046,691,000 | 1,042,113,000 | 1,027,953,000 | 203,535,000 | 203,167,000 | 202,478,000 | 197,223,000 | 177,846,000 | 171,176,000 | · | · | |
| EBITDA | $2.56B | $1.93B | $1.32B | $788M | $729M | $535M | $294M | $107M | · | $-340M | $-106M |
资产负债表 28
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.73B | $2.30B | $1.90B | $1.47B | $1.73B | $1.68B | $776M | $566M | $726M | $401M | $412M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $1.05B | $498M | $389M | |
| Receivables | $2.63B | $2.24B | $2.04B | $1.73B | $1.39B | $1.01B | $835M | $575M | $437M | $323M | $203M | |
| Prepaid Expense | $970M | $668M | $403M | $280M | $223M | $192M | $125M | $132M | $96M | $44M | $29M | |
| Current Assets | $10.47B | $9.19B | $7.78B | $6.65B | $5.22B | $4.52B | $2.83B | $2.34B | $2.42B | $1.34B | $1.09B | |
| PP&E (Net) | $2.29B | $1.76B | $1.36B | $1.05B | $766M | $660M | $468M | $347M | $245M | $182M | $145M | |
| PP&E (Gross) | $4.12B | $3.27B | $2.64B | $2.05B | $1.59B | $1.29B | $925M | $686M | $480M | $332M | $246M | |
| Accum. Depreciation | $1.84B | $1.51B | $1.28B | $995M | $825M | $632M | $457M | $339M | $235M | $151M | $101M | |
| Goodwill | $3.58B | $1.27B | $1.23B | $824M | $777M | $241M | $157M | $149M | $129M | $83M | $56M | |
| Intangibles | $1.12B | $209M | $224M | $232M | $287M | $153M | $144M | $101M | $87M | $66M | $43M | |
| Other Non-current Assets | $290M | $291M | $452M | $359M | $212M | $100M | $78M | $53M | $52M | $37M | $22M | |
| Total Assets | $26.04B | $20.38B | $17.39B | $13.30B | $10.80B | $8.71B | $6.02B | $3.88B | $3.55B | $2.03B | $1.81B | |
| Accounts Payable | $204M | $68M | $126M | $274M | $89M | $34M | $53M | $31M | $32M | $38M | $37M | |
| Accrued Liabilities | $1.81B | $1.37B | $1.36B | $975M | $850M | $668M | $461M | $330M | $253M | $172M | $101M | |
| Short-term Debt | $0 | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $10.44B | $8.36B | $7.37B | $6.00B | $4.95B | $3.74B | $2.75B | $2.01B | $2.04B | $1.07B | $732M | |
| Capital Leases | $800M | $687M | $707M | $650M | $556M | $423M | $383M | $0 | · | · | · | |
| Other Non-current Liabilities | $220M | $145M | $118M | $56M | $51M | $36M | $23M | $55M | $66M | $34M | $23M | |
| Total Liabilities | $13.07B | $10.77B | $9.76B | $8.27B | $7.10B | $5.88B | $3.89B | $2.77B | $2.77B | $1.65B | $1.24B | |
| Long-term Debt | $1.49B | · | · | · | · | $1.64B | · | · | · | · | · | |
| Total Debt | · | · | · | $0 | $92M | · | · | · | · | · | · | |
| Common Stock | $1M | $1M | $0 | $0 | $0 | $0 | $189.0K | $180.0K | $174.0K | $167.0K | $160.0K | |
| Retained Earnings | $5.24B | $3.49B | $2.07B | $338M | $-4M | $-234M | $-352M | $-979M | $-959M | $-997M | $-557M | |
| Treasury Stock | $3.04B | $1.22B | $535M | $0 | · | · | · | · | · | · | · | |
| AOCI | $19M | $-68M | $-37M | $-102M | $34M | $94M | $25M | $-4M | $6M | $-21M | $-17M | |
| Stockholders' Equity | $12.96B | $9.61B | $7.63B | $5.03B | $3.69B | $2.83B | $2.13B | $1.11B | $779M | $541M | $567M | |
| Liabilities + Equity | $26.04B | $20.38B | $17.39B | $13.30B | $10.80B | $8.71B | $6.02B | $3.88B | $3.55B | $2.03B | $1.81B | |
| Shares Outstanding | 1,047,278,000 | 1,032,437,000 | 204,724,000 | 202,882,000 | 199,608,000 | 195,845,000 | 189,461,000 | 180,175,000 | 174,275,864 | 167,430,773 | 160,785,764 |
现金流 17
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $738M | $564M | $562M | $433M | $472M | $336M | $252M | $150M | $114M | $83M | $60M | |
| Stock-based Comp | $1.96B | $1.75B | $1.60B | $1.40B | $1.13B | $870M | $662M | $544M | $394M | $318M | $258M | |
| Deferred Tax | $251M | $98M | $-857M | $15M | $-34M | $-22M | $-576M | $-34M | $-6M | $-1M | $-2M | |
| Amort. of Intangibles | $120M | $94M | $85M | $81M | $76M | $46M | $35M | $25M | $20M | $15M | $12M | |
| Other Non-cash | $752M | $434M | $358M | $549M | $392M | $484M | $271M | $179M | · | $214M | $197M | |
| Operating Cash Flow | $5.44B | $4.27B | $3.40B | $2.72B | $2.19B | $1.79B | $1.24B | $811M | $643M | $159M | $318M | |
| CapEx | $868M | $852M | $694M | $550M | $392M | $419M | $265M | $224M | $151M | $106M | $87M | |
| Investing Cash Flow | $-1.69B | $-2.50B | $-2.17B | $-2.58B | $-1.61B | $-1.51B | $-725M | $-347M | $-884M | $-108M | $-232M | |
| Debt Issued | · | · | · | $0 | $0 | $1.48B | $0 | $0 | · | · | · | |
| Net Debt Issued | · | · | · | $0 | $0 | $1.48B | · | · | · | · | · | |
| Stock Repurchased | $1.84B | $696M | $538M | $0 | $0 | · | $0 | $0 | $55M | $0 | $0 | |
| Net Stock Activity | $-1.84B | $-696M | $-538M | · | · | · | $0 | $0 | · | · | · | |
| Financing Cash Flow | $-2.34B | $-1.34B | $-803M | $-344M | $-506M | $597M | $-302M | $-607M | $539M | $-56M | $80M | |
| Net Change in Cash | $1.42B | $406M | $429M | $-257M | $53M | $901M | $209M | $-159M | $326M | $-11M | $160M | |
| Taxes Paid | $283M | $230M | $127M | $45M | $36M | $39M | $20M | $18M | $8M | $4M | $4M | |
| Free Cash Flow | $4.58B | $3.42B | $2.70B | $2.17B | $1.80B | $1.37B | $971M | $587M | · | $54M | $228M | |
| Levered FCF | · | · | · | $2.15B | $1.77B | $1.34B | $661M | $551M | · | $21M | $196M |
盈利能力 8
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 77.5% | 79.2% | 78.6% | 78.3% | 77.0% | 78.2% | 77.0% | 76.1% | · | 71.3% | 67.2% | |
| Operating Margin | 13.7% | 12.4% | 8.5% | 4.9% | 4.4% | 4.4% | 1.2% | -1.6% | · | -30.4% | -16.6% | |
| Net Margin | 13.2% | 13.0% | 19.3% | 4.5% | 3.9% | 2.6% | 18.1% | -1.0% | · | -32.5% | -19.7% | |
| Pretax Margin | 17.0% | 15.8% | 11.2% | 5.5% | 4.2% | 3.3% | 1.9% | -1.5% | · | -32.4% | -19.2% | |
| EBITDA Margin | 19.3% | 17.5% | 14.8% | 10.9% | 12.4% | 11.8% | 8.5% | 4.1% | · | -24.4% | -10.5% | |
| ROA | 7.5% | 7.5% | 11.3% | 2.7% | 2.4% | 1.6% | 12.7% | -0.72% | · | -23.5% | -12.3% | |
| ROE | 14.6% | 15.1% | 23.4% | 6.8% | 6.4% | 4.3% | 35.2% | -2.5% | · | -94.7% | -39.9% | |
| ROIC | 10.9% | 11.6% | 17.2% | 5.8% | 6.3% | 5.6% | 18.5% | -2.6% | · | -109.7% | -30.2% |
流动性与偿付能力 4
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.1 | 1.1 | 1.1 | 1.1 | 1.2 | 1.0 | 1.2 | · | 1.3 | 1.5 | |
| Quick Ratio | 0.6 | 0.5 | 0.5 | 0.5 | 0.6 | 0.7 | 0.6 | 0.6 | · | 1.1 | 1.4 | |
| Debt / Equity | · | · | · | 0.0 | 0.0 | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | 13.1 | 9.2 | 6.1 | 1.3 | -0.8 | · | -12.7 | -5.3 |
效率 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 | · | 0.7 | 0.6 | |
| Receivables Turnover | 5.5 | 5.1 | 4.8 | 4.7 | 4.9 | 4.9 | 4.9 | 5.2 | · | 5.3 | 5.5 |
增长率 9
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 20.9% | 22.4% | 23.8% | 22.9% | 30.5% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 22.4% | 23.1% | 25.7% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 24.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 21.9% | -18.4% | 5.0% | 41.6% | 91.5% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.4% | 6.6% | 41.7% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 23.1% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 22.7% | -17.7% | 432.6% | 41.3% | 93.3% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 75.2% | 83.7% | 144.1% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 71.2% | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 14
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $13.28B | $10.98B | $8.97B | $7.25B | $5.90B | $4.52B | $3.46B | $2.61B | · | $1.39B | $1.01B | |
| Net Income TTM | $1.75B | $1.43B | $1.73B | $325M | $230M | $119M | $627M | $-27M | · | $-414M | $-198M | |
| Market Cap | $160.43B | $43.78B | $28.93B | $15.75B | $25.91B | $21.56B | $10.70B | $6.42B | · | $2.49B | $2.78B | |
| Enterprise Value | · | · | · | $14.28B | $24.28B | · | · | · | · | · | · | |
| P/E | 91.7 | 154.8 | 84.1 | 48.5 | 114.9 | 186.6 | 17.8 | -237.4 | · | -31.0 | -36.1 | |
| P/S | 12.1 | 4.0 | 3.2 | 2.2 | 4.4 | 4.8 | 3.1 | 2.5 | · | 1.8 | 2.8 | |
| P/B | 12.4 | 4.6 | 3.8 | 3.1 | 7.0 | 7.6 | 5.0 | 5.8 | · | 6.4 | 4.9 | |
| P / Tangible Book | 19.4 | 5.4 | 4.7 | 4.0 | 9.8 | 8.8 | · | · | · | · | · | |
| P / Cash Flow | 29.5 | 10.3 | 8.5 | 5.8 | 11.8 | 12.1 | 8.7 | 7.9 | · | 15.6 | 8.8 | |
| P / FCF | 35.1 | 12.8 | 10.7 | 7.3 | 14.4 | 15.8 | 11.0 | 10.9 | · | 45.8 | 12.2 | |
| EV / EBITDA | · | · | · | 18.1 | 33.3 | · | · | · | · | · | · | |
| EV / FCF | · | · | · | 6.6 | 13.5 | · | · | · | · | · | · | |
| EV / Revenue | · | · | · | 2.0 | 4.1 | · | · | · | · | · | · | |
| Earnings Yield | 1.1% | 0.65% | 1.2% | 2.1% | 0.87% | 0.54% | 5.6% | -0.42% | · | -3.2% | -2.8% |
损益表 17
| 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 | $3.99B | $3.77B | $3.57B | $3.41B | $3.21B | $3.09B | $2.96B | $2.80B | $2.63B | $2.60B | $2.44B | $2.29B | $2.15B | $2.10B | $1.94B | $1.83B | |
| Cost of Revenue | $1.17B | $940M | $834M | $774M | $724M | $651M | $631M | $584M | $552M | $520M | $516M | $496M | $471M | $438M | $415M | $400M | |
| Gross Profit | $2.82B | $2.83B | $2.73B | $2.63B | $2.49B | $2.44B | $2.33B | $2.21B | $2.08B | $2.08B | $1.92B | $1.79B | $1.68B | $1.66B | $1.52B | $1.43B | |
| R&D Expense | $915M | $823M | $773M | $750M | $734M | $703M | $668M | $626M | $643M | $606M | $562M | $549M | $521M | $492M | $454M | $456M | |
| SG&A Expense | $369M | $288M | $368M | $255M | $271M | $229M | $257M | $225M | $232M | $222M | $242M | $213M | $209M | $199M | $194M | $187M | |
| Operating Expenses | $2.66B | $2.33B | $2.29B | $2.06B | $2.13B | $1.99B | $1.95B | $1.79B | $1.83B | $1.75B | $1.65B | $1.56B | $1.56B | $1.51B | $1.37B | $1.34B | |
| Operating Income | $162M | $503M | $443M | $572M | $358M | $451M | $374M | $418M | $240M | $332M | $270M | $231M | $117M | $144M | $155M | $91M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $8M | |
| Other Non-op | $206M | $82M | $-7M | $7M | $-3M | $-11M | $-17M | $-10M | $-10M | $-8M | $-9M | $-14M | $-17M | $-16M | $-10M | $-15M | |
| Pretax Income | $438M | $673M | $541M | $694M | $471M | $555M | $463M | $516M | $334M | $425M | $347M | $299M | $174M | $188M | $183M | $102M | |
| Income Tax | $140M | $204M | $140M | $192M | $86M | $95M | $79M | $84M | $72M | $78M | $52M | $57M | $-870M | $38M | $33M | $22M | |
| Net Income | $298M | $469M | $401M | $502M | $385M | $460M | $384M | $432M | $262M | $347M | $295M | $242M | $1.04B | $150M | $150M | $80M | |
| EPS (Basic) | $0.29 | $0.45 | $-3.03 | $2.42 | $0.37 | $0.44 | $-3.67 | $2.09 | $1.27 | $1.69 | $-5.34 | $1.18 | $5.12 | $0.74 | $0.74 | $0.39 | |
| EPS (Diluted) | $0.29 | $0.45 | $-3.01 | $2.40 | $0.37 | $0.44 | $-3.63 | $2.07 | $1.26 | $1.67 | $-5.30 | $1.17 | $5.08 | $0.73 | $0.74 | $0.39 | |
| Shares (Basic) | 1,031,351,000 | 1,035,138,000 | -412,152,000 | 207,630,000 | 1,035,819,000 | 1,034,098,000 | 412,259,000 | 206,158,000 | 205,644,000 | 205,108,000 | 408,815,000 | 204,464,000 | 204,021,000 | 203,385,000 | -401,658,000 | 202,045,000 | |
| Shares (Diluted) | 1,034,334,000 | 1,039,884,000 | -418,988,000 | 209,505,000 | 1,046,608,000 | 1,046,852,000 | 418,078,000 | 208,552,000 | 207,799,000 | 207,684,000 | 412,062,000 | 206,277,000 | 205,351,000 | 204,263,000 | -405,404,000 | 203,121,000 | |
| EBITDA | $162M | $761M | · | $572M | $358M | $611M | · | $418M | $240M | $462M | · | $231M | $117M | $270M | · | $91M |
资产负债表 27
| 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 | $2.50B | $2.70B | $3.73B | $2.73B | $3.12B | $3.37B | $2.30B | $1.89B | $2.16B | $2.06B | $1.90B | $1.11B | $1.66B | $1.85B | $1.47B | $1.25B | |
| Receivables | $2.20B | $1.71B | $2.63B | $1.55B | $1.70B | $1.36B | $2.24B | $1.31B | $1.52B | $1.31B | · | $1.17B | $1.09B | $1.11B | · | $898M | |
| Prepaid Expense | $1.05B | $949M | $970M | $846M | $896M | $781M | $668M | $591M | $608M | $482M | · | $394M | $362M | $319M | · | $292M | |
| Current Assets | $8.51B | $8.44B | $10.47B | $8.36B | $9.28B | $9.27B | $9.19B | $7.70B | $8.02B | $7.37B | · | $6.05B | $6.60B | $6.73B | · | $5.48B | |
| PP&E (Net) | $2.18B | $2.25B | $2.29B | $2.13B | $1.99B | $1.89B | $1.76B | $1.72B | $1.61B | $1.45B | · | $1.20B | $1.15B | $1.12B | · | $914M | |
| PP&E (Gross) | $4.26B | $4.21B | $4.12B | $3.90B | $3.68B | $3.46B | $3.27B | $3.20B | $2.98B | $2.77B | · | $2.38B | $2.27B | $2.18B | · | $1.85B | |
| Accum. Depreciation | $2.09B | $1.96B | $1.84B | $1.78B | $1.70B | $1.57B | $1.51B | $1.48B | $1.37B | $1.32B | · | $1.18B | $1.12B | $1.06B | · | $936M | |
| Goodwill | $9.84B | $4.54B | $3.58B | $1.82B | $1.78B | $1.30B | $1.27B | $1.29B | $1.24B | $1.22B | $1.23B | $1.20B | $821M | $823M | $824M | $794M | |
| Intangibles | $3.78B | $1.48B | $1.12B | $391M | $319M | $230M | $209M | $214M | $220M | $224M | · | $242M | $191M | $212M | · | $234M | |
| Other Non-current Assets | $379M | $335M | $290M | $272M | $864M | $764M | $291M | $635M | $599M | $502M | · | $450M | $436M | $390M | · | $336M | |
| Total Assets | $31.67B | $24.38B | $26.04B | $21.79B | $22.05B | $20.97B | $20.38B | $18.43B | $18.21B | $17.54B | · | $15.09B | $14.92B | $13.61B | · | $11.11B | |
| Accounts Payable | $162M | $427M | $204M | $146M | $211M | $309M | $68M | $165M | $296M | $223M | · | $69M | $171M | $228M | · | $195M | |
| Accrued Liabilities | $1.74B | $1.41B | $1.81B | $1.27B | $1.38B | $1.11B | $1.37B | $1.06B | $1.16B | $1.02B | · | $1.00B | $893M | $694M | · | $657M | |
| Short-term Debt | $2.08B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $12.15B | $9.98B | $10.44B | $7.87B | $8.49B | $8.26B | $8.36B | $6.79B | $7.17B | $7.03B | · | $5.60B | $5.77B | $5.76B | · | $4.43B | |
| Capital Leases | $822M | $822M | $800M | $804M | $815M | $806M | $687M | $650M | $669M | $693M | · | $682M | $635M | $655M | · | $551M | |
| Other Non-current Liabilities | $605M | $258M | $220M | $211M | $209M | $162M | $145M | $142M | $127M | $123M | · | $93M | $63M | $59M | · | $52M | |
| Total Liabilities | $19.15B | $12.65B | $13.07B | $10.49B | $11.12B | $10.83B | $10.77B | $9.14B | $9.54B | $9.44B | · | $7.91B | $8.00B | $8.01B | · | $6.58B | |
| Long-term Debt | $5.43B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $2.08B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Common Stock | $1M | $1M | $1M | $0 | $0 | $0 | $1M | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Retained Earnings | $6.01B | $5.71B | $5.24B | $4.84B | $4.34B | $3.95B | $3.49B | $3.11B | $2.68B | $2.42B | · | $1.77B | $1.53B | $488M | · | $188M | |
| Treasury Stock | $5.37B | $5.38B | $3.04B | $2.45B | $1.87B | $1.51B | $1.22B | $926M | $704M | $707M | · | $282M | · | · | · | · | |
| AOCI | $-44M | $7M | $19M | $-17M | $-49M | $-70M | $-68M | $-20M | $-78M | $-68M | · | $-157M | $-91M | $-70M | · | $-172M | |
| Stockholders' Equity | $12.52B | $11.73B | $12.96B | $11.30B | $10.93B | $10.14B | $9.61B | $9.29B | $8.67B | $8.11B | $7.63B | $7.18B | $6.93B | $5.60B | $5.03B | $4.52B | |
| Liabilities + Equity | $31.67B | $24.38B | $26.04B | $21.79B | $22.05B | $20.97B | $20.38B | $18.43B | $18.21B | $17.54B | · | $15.09B | $14.92B | $13.61B | · | $11.11B | |
| Shares Outstanding | 1,033,862,000 | 1,031,308,000 | 1,047,278,000 | 207,564,000 | 207,519,000 | 206,979,000 | 1,032,437,000 | 206,317,000 | 205,857,000 | 205,382,000 | · | 204,600,000 | · | · | · | · |
现金流 13
| 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 | $407M | $258M | $212M | $194M | $172M | $160M | $154M | $144M | $136M | $130M | $154M | $146M | $136M | $126M | $118M | $109M | |
| Stock-based Comp | $652M | $547M | $494M | $492M | $499M | $470M | $454M | $426M | $444M | $422M | $413M | $413M | $397M | $381M | $363M | $361M | |
| Amort. of Intangibles | $219M | $77M | $41M | $33M | $25M | $21M | $23M | $23M | $24M | $24M | $22M | $21M | $22M | $20M | $21M | $20M | |
| Other Non-cash | · | $396M | · | · | · | $587M | · | · | · | $442M | · | · | · | $245M | · | · | |
| Operating Cash Flow | $587M | $1.67B | $2.24B | $813M | $716M | $1.68B | $1.64B | $671M | $620M | $1.34B | $1.60B | $311M | $580M | $902M | $1.16B | $265M | |
| CapEx | $114M | $141M | $238M | $235M | $190M | $205M | $253M | $202M | $262M | $135M | $261M | $136M | $132M | $165M | $144M | $162M | |
| Investing Cash Flow | $-6.65B | $-451M | $-498M | $-551M | $-423M | $-217M | $-738M | $-658M | $-187M | $-734M | $-444M | $-525M | $-674M | $-524M | $-874M | $-629M | |
| Stock Repurchased | $0 | $2.23B | $597M | $584M | $361M | $298M | $296M | $225M | $0 | $175M | $256M | $282M | $0 | $0 | $0 | · | |
| Net Stock Activity | · | $-2.23B | · | · | · | $-298M | · | · | · | $-175M | · | · | · | · | · | · | |
| Financing Cash Flow | $5.87B | $-2.24B | $-739M | $-657M | $-546M | $-398M | $-471M | $-292M | $-321M | $-443M | $-381M | $-333M | $-94M | $5M | $-75M | $-40M | |
| Net Change in Cash | $-193M | $-1.02B | $998M | $-399M | $-244M | $1.07B | $417M | $-274M | $103M | $160M | $785M | $-551M | $-189M | $384M | $221M | $-416M | |
| Taxes Paid | $92M | $38M | $102M | $52M | $93M | $36M | $47M | $71M | $91M | $21M | $24M | $40M | $41M | $22M | $12M | $12M | |
| Free Cash Flow | · | $1.53B | · | · | · | $1.47B | · | · | · | $1.21B | · | · | · | $737M | · | · |
盈利能力 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 70.7% | 75.1% | · | 77.3% | 77.5% | 78.9% | · | 79.1% | 79.0% | 80.0% | · | 78.3% | 78.1% | 79.1% | · | 78.1% | |
| Operating Margin | 4.1% | 13.3% | · | 16.8% | 11.1% | 14.6% | · | 14.9% | 9.1% | 12.8% | · | 10.1% | 5.4% | 6.9% | · | 5.0% | |
| Net Margin | 7.5% | 12.4% | · | 14.7% | 12.0% | 14.9% | · | 15.4% | 10.0% | 13.3% | · | 10.6% | 48.6% | 7.2% | · | 4.4% | |
| Pretax Margin | 11.0% | 17.8% | · | 20.4% | 14.6% | 18.0% | · | 18.4% | 12.7% | 16.3% | · | 13.1% | 8.1% | 9.0% | · | 5.6% | |
| EBITDA Margin | 4.1% | 20.2% | · | 16.8% | 11.1% | 19.8% | · | 14.9% | 9.1% | 17.8% | · | 10.1% | 5.4% | 12.9% | · | 5.0% | |
| ROA | 1.1% | 2.1% | · | 2.5% | 1.9% | 2.4% | · | 2.6% | 1.6% | 2.2% | · | 1.8% | 8.0% | 1.2% | · | 0.78% | |
| ROE | 2.5% | 4.3% | · | 4.9% | 3.9% | 5.0% | · | 5.2% | 3.4% | 5.1% | · | 4.1% | 18.8% | 3.1% | · | 2.0% | |
| ROIC | 0.76% | 3.0% | · | 3.7% | 2.7% | 3.7% | · | 3.8% | 2.2% | 3.3% | · | 2.6% | 10.1% | 2.1% | · | 1.6% |
流动性与偿付能力 4
| 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 | 0.7 | 0.8 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.0 | · | 1.1 | 1.1 | 1.2 | · | 1.2 | |
| Quick Ratio | 0.4 | 0.4 | · | 0.5 | 0.6 | 0.6 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | |
| Debt / Equity | 0.2 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 11.4 |
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 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 2.0 | 2.5 | · | 2.4 | 2.0 | 2.3 | · | 2.3 | 2.0 | 2.2 | · | 2.2 | 2.2 | 2.2 | · | 2.2 |
估值 (TTM) 13
| 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 | $14.38B | $13.48B | · | $12.51B | $11.73B | $11.12B | · | $10.31B | $9.67B | $9.14B | · | $8.37B | $7.83B | $7.40B | · | $6.82B | |
| Net Income TTM | $1.65B | $1.82B | · | $1.78B | $1.54B | $1.50B | · | $1.28B | $1.90B | $1.78B | · | $1.52B | $1.29B | $325M | · | $238M | |
| Market Cap | $102.64B | $107.82B | · | $38.20B | $42.67B | $32.96B | · | $36.91B | $32.39B | $31.32B | · | $22.87B | · | · | · | · | |
| Enterprise Value | $102.22B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 28.3 | 20.4 | · | 27.3 | 36.7 | 29.3 | · | 29.0 | 17.1 | 17.6 | · | 15.2 | 17.8 | 58.5 | · | 64.5 | |
| P/S | 7.1 | 8.0 | · | 3.1 | 3.6 | 3.0 | · | 3.6 | 3.4 | 3.4 | · | 2.7 | · | · | · | · | |
| P/B | 8.2 | 9.2 | · | 3.4 | 3.9 | 3.3 | · | 4.0 | 3.7 | 3.9 | · | 3.2 | · | · | · | · | |
| P / Tangible Book | · | 18.9 | · | 4.2 | 4.8 | 3.8 | · | 4.7 | 4.5 | 4.7 | · | 4.0 | · | · | · | · | |
| P / Cash Flow | · | 64.6 | · | · | · | 19.7 | · | · | · | 23.4 | · | · | · | · | · | · | |
| P / FCF | · | 70.5 | · | · | · | 22.4 | · | · | · | 26.0 | · | · | · | · | · | · | |
| EV / EBITDA | 631.0 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 7.1 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 3.5% | 4.9% | · | 3.7% | 2.7% | 3.4% | · | 3.5% | 5.8% | 5.7% | · | 6.6% | 5.6% | 1.7% | · | 1.6% |
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 | 2021-12-31 | |
|---|---|---|---|---|---|
| 收入 | $13.28B | $10.98B | $8.97B | $7.25B | $5.90B |
| 毛利率 % | 77.5% | 79.2% | 78.6% | 78.3% | 77.0% |
| 营业利润率 % | 13.7% | 12.4% | 8.5% | 4.9% | 4.4% |
| 净收入 | $1.75B | $1.43B | $1.73B | $325M | $230M |
| 稀释后每股收益 (EPS) | $1.67 | $1.37 | $1.68 | $1.60 | $1.13 |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 负债/股东权益比率 | — | — | — | 0.0 | 0.0 |
| 流动比率 | 1.0 | 1.1 | 1.1 | 1.1 | 1.1 |
| 速动比率 | 0.6 | 0.5 | 0.5 | 0.5 | 0.6 |
现金流
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 自由现金流 | $4.58B | $3.42B | $2.70B | $2.17B | $1.80B |
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机构持有人 (13F) 2567 家申报者 · $54.5B 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。
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 384 (+32 与上一季度对比) | 251 (-100 与上一季度对比) | 960 (-99 与上一季度对比) | 799 (+76 与上一季度对比) | +133.3M |
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 |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $6686690478 | 67351838 | 12.26% | 股份 |
| STATE STREET CORP | $4868514283 | 49038218 | 8.93% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2500341285 | 25184743 | 4.58% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $2080460383 | 20979539 | 3.81% | 股份 |
| NORGES BANK | $1236839274 | 12458091 | 2.27% | 股份 |
| JANE STREET GROUP, LLC | $881427696 | 8878200 | 1.62% | 卖出期权 |
| Fisher Asset Management, LLC | $796058737 | 8018318 | 1.46% | 股份 |
| FMR LLC | $728582712 | 7338665 | 1.34% | 股份 |
| Pictet Asset Management Holding SA | $713165084 | 7183047 | 1.31% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $711214536 | 7163661 | 1.30% | 股份 |
| JANE STREET GROUP, LLC | $644198136 | 6488700 | 1.18% | 买入期权 |
| VANGUARD FIDUCIARY TRUST CO | $588256139 | 5925223 | 1.08% | 股份 |
| POLEN CAPITAL MANAGEMENT LLC | $533150641 | 5370172 | 0.98% | 股份 |
| GOLDMAN SACHS GROUP INC | $529056847 | 5328937 | 0.97% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $514237538 | 5179669 | 0.94% | 股份 |
| GOLDMAN SACHS GROUP INC | $506735048 | 5104100 | 0.93% | 卖出期权 |
| AMERIPRISE FINANCIAL INC | $490150987 | 4935774 | 0.90% | 股份 |
| BARCLAYS PLC | $463976640 | 4673415 | 0.85% | 股份 |
| TWO SIGMA ADVISERS, LP | $460149058 | 3003780 | 0.84% | 股份 |
| Employees Provident Fund Board | $414200528 | 4172044 | 0.76% | 股份 |
| CITADEL ADVISORS LLC | $388605648 | 3914239 | 0.71% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $347681538 | 3502030 | 0.64% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $342393091 | 3448762 | 0.63% | 股份 |
| Clearbridge Investments, LLC | $314324134 | 3166037 | 0.58% | 股份 |
| Swiss National Bank | $292889899 | 2950140 | 0.54% | 股份 |
| Mitsubishi UFJ Asset Management Co., Ltd. | $291802783 | 2939190 | 0.54% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $279799037 | 2818282 | 0.51% | 股份 |
| National Pension Service | $268576227 | 2705240 | 0.49% | 股份 |
| WOLVERINE TRADING, LLC | $261085875 | 277500 | 0.48% | 买入期权 |
| VANGUARD GROUP INC | $256565523 | 1674819 | 0.47% | 股份 |
| NORDEA INVESTMENT MANAGEMENT AB | $251562407 | 2581716 | 0.46% | 股份 |
| Capital International Investors | $245607361 | 2473884 | 0.45% | 股份 |
| BlackRock, Inc. | $238956833 | 2406898 | 0.44% | 股份 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $235661989 | 2373711 | 0.43% | 股份 |
| Sumitomo Mitsui Trust Group, Inc. | $227855542 | 2295080 | 0.42% | 股份 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | $223380000 | 2250000 | 0.41% | 股份 |
| BLAIR WILLIAM & CO/IL | $222079629 | 2236902 | 0.41% | 股份 |
| Vanguard Global Advisers, LLC | $220973453 | 2225760 | 0.41% | 股份 |
| Balyasny Asset Management L.P. | $220775290 | 2223764 | 0.40% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $219964941 | 2103921 | 0.40% | 股份 |
| CANADA PENSION PLAN INVESTMENT BOARD | $213215614 | 2147619 | 0.39% | 股份 |
| Legal & General Group Plc | $212638599 | 2141807 | 0.39% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $211989488 | 2135278 | 0.39% | 股份 |
| BANK OF NOVA SCOTIA | $209071077 | 2105880 | 0.38% | 股份 |
| LPL Financial LLC | $207280165 | 2087834 | 0.38% | 股份 |
| BANK OF AMERICA CORP /DE/ | $201533635 | 2029952 | 0.37% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $200676352 | 2021317 | 0.37% | 股份 |
| Eurizon Capital SGR S.p.A. | $188218615 | 1893020 | 0.35% | 股份 |
| DNB Asset Management AS | $186286014 | 1876370 | 0.34% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $183171699 | 1845001 | 0.34% | 股份 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $183168000 | 1844968 | 0.34% | 股份 |
| SATURNA CAPITAL CORP | $180681485 | 1626465 | 0.33% | 股份 |
| CANTOR FITZGERALD, L. P. | $180585654 | 1818953 | 0.33% | 股份 |
| California Public Employees Retirement System | $180280566 | 1815880 | 0.33% | 股份 |
| Assenagon Asset Management S.A. | $179871533 | 1811760 | 0.33% | 股份 |
| RHUMBLINE ADVISERS | $176332668 | 1776116 | 0.32% | 股份 |
| WOLVERINE TRADING, LLC | $175468525 | 186500 | 0.32% | 卖出期权 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $172658589 | 1739105 | 0.32% | 股份 |
| Squarepoint Ops LLC | $171362443 | 1726052 | 0.31% | 股份 |
| Polar Capital Holdings Plc | $168237207 | 1694573 | 0.31% | 股份 |
| RGM Capital, LLC | $167864836 | 1095795 | 0.31% | 股份 |
| JANE STREET GROUP, LLC | $166160071 | 1673651 | 0.30% | 股份 |
| CANTOR FITZGERALD, L. P. | $163812000 | 1650000 | 0.30% | 卖出期权 |
| JONES FINANCIAL COMPANIES LLLP | $162642047 | 1653875 | 0.30% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $160229880 | 1532567 | 0.29% | 股份 |
| UBS Group AG | $158820996 | 1599728 | 0.29% | 股份 |
| MENORA MIVTACHIM HOLDINGS LTD. | $154241408 | 1553600 | 0.28% | 股份 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $154002342 | 1551192 | 0.28% | 股份 |
| Alecta Tjanstepension Omsesidigt | $144874638 | 1459400 | 0.27% | 股份 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $144129400 | 1444157 | 0.26% | 股份 |
| Standard Investments LLC | $142466800 | 1435000 | 0.26% | 股份 |
| Alyeska Investment Group, L.P. | $141965734 | 1429953 | 0.26% | 股份 |
| CITIGROUP INC | $141523640 | 1425500 | 0.26% | 买入期权 |
| Ensign Peak Advisors, Inc | $140395918 | 1414141 | 0.26% | 股份 |
| AVIVA PLC | $138468199 | 1394724 | 0.25% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $132012616 | 1329700 | 0.24% | 卖出期权 |
| Sustainable Growth Advisers, LP | $131872532 | 1328289 | 0.24% | 股份 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $130713115 | 1250245 | 0.24% | 股份 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $130235504 | 1311800 | 0.24% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $128239976 | 1291700 | 0.24% | 卖出期权 |
| SUSQUEHANNA ADVISORS GROUP, INC. | $128100984 | 1290300 | 0.23% | 股份 |
| SUSQUEHANNA ADVISORS GROUP, INC. | $128100984 | 1290300 | 0.23% | 卖出期权 |
| DIMENSIONAL FUND ADVISORS LP | $127683697 | 1286098 | 0.23% | 股份 |
| AKRE CAPITAL MANAGEMENT LLC | $123712709 | 1246099 | 0.23% | 股份 |
| Candriam S.C.A. | $123669458 | 1246863 | 0.23% | 股份 |
| Artisan Partners Limited Partnership | $122286055 | 1231729 | 0.22% | 股份 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $116445413 | 1172899 | 0.21% | 股份 |
| Freestone Grove Partners LP | $115893614 | 1167341 | 0.21% | 股份 |
| NEW YORK STATE COMMON RETIREMENT FUND | $115471079 | 1163085 | 0.21% | 股份 |
| BAIN CAPITAL VENTURE INVESTORS, LLC | $113656737 | 1144810 | 0.21% | 股份 |
| SCGE MANAGEMENT, L.P. | $112682800 | 1135000 | 0.21% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $106351317 | 1071226 | 0.19% | 股份 |
| Fayez Sarofim & Co | $104540549 | 1052987 | 0.19% | 股份 |
| Retirement Systems of Alabama | $103787709 | 1045404 | 0.19% | 股份 |
| CI INVESTMENTS INC. | $103190937 | 1039393 | 0.19% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $100858552 | 1015900 | 0.18% | 买入期权 |
| MANNING & NAPIER ADVISORS LLC | $99660893 | 996908 | 0.18% | 股份 |
| Focus Partners Wealth | $97754592 | 984634 | 0.18% | 股份 |
| FIRST TRUST ADVISORS LP | $97383165 | 980894 | 0.18% | 股份 |
| DAVENPORT & Co LLC | $97104302 | 976685 | 0.18% | 股份 |
公司内部人士 45 位内幕人士 · 7 位高管 · 7 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 |
|---|---|---|---|---|---|---|
| William R Mcdermott | Chairman & CEO | 2026年8月14日 M | 182275 | 2 | 21 | $-3765717 |
| Gina Mastantuono | President and CFO | 2026年8月14日 M | 108519 | 0 | 0 | $0 |
| Amit Zavery | President, CPO and COO | 2026年8月14日 M | 86065 | 0 | 0 | $0 |
| Paul Fipps | President, Global Customer Ops | 2026年8月14日 M | 19955 | 0 | 0 | $0 |
| Danielle Fontaine | Principal Accounting Officer | 2026年8月14日 M | 10570 | 0 | 0 | $0 |
| Hossein Nowbar | Pres. & Chief Legal Officer | 2026年8月14日 M | 8514 | 0 | 0 | $0 |
| Jacqueline P Canney | Chief People & AI Enblmt. Off. | 2026年8月14日 M | 37415 | 0 | 0 | $0 |
| Eric S. Yuan | 董事 | 2026年6月15日 A | 2747 | 0 | 0 | $0 |
| Teresa Briggs | 董事 | 2026年5月28日 S | 11010 | 0 | 1 | $-173376 |
| Susan L Bostrom | 董事 | 2026年5月21日 A | 21685 | 0 | 0 | $0 |
| Paul V Barber | 董事 | 2016年6月8日 A | 1930 | 0 | 0 | $0 |
| Charles Noell III | 董事 | 2014年2月19日 S | 563255 | 0 | 0 | $0 |
| John J Moores | 董事 | 2013年3月18日 S | 3283620 | 0 | 0 | $0 |
| Paul Edward Chamberlain | — | 2026年8月13日 S | 46690 | 0 | 1 | $-188400 |
| Frederic B Luddy | — | 2026年5月21日 A | 4855 | 0 | 0 | $0 |
| Russell S Elmer | — | 2026年2月9日 A | 28819 | 0 | 5 | $-1879472 |
| Anita M Sands | — | 2025年7月3日 S | 10404 | 0 | 0 | $0 |
| Kevin Thomas Mcbride | — | 2025年6月3日 S | 4484 | 0 | 0 | $0 |
| Nicholas Tzitzon | — | 2025年5月30日 S | 3000 | 0 | 0 | $0 |
| Larry Quinlan | — | 2025年5月22日 A | 1641 | 0 | 0 | $0 |
| Lawrence Jackson | — | 2025年5月22日 A | 1345 | 0 | 0 | $0 |
| Jonathan Chadwick | — | 2025年5月22日 A | 3524 | 0 | 0 | $0 |
| Deborah Black | — | 2025年4月25日 S | 428 | 0 | 0 | $0 |
| Paul John Smith | — | 2025年2月19日 S | 5224 | 0 | 0 | $0 |
| Jeffrey A Miller | — | 2025年2月7日 S | 40638 | 0 | 0 | $0 |
| Christopher Bedi | — | 2024年6月5日 S | 15892 | 0 | 0 | $0 |
| Chirantan Jitendra Desai | — | 2024年5月17日 M | 47145 | 0 | 0 | $0 |
| Lara Caimi | — | 2023年5月22日 S | 98 | 0 | 0 | $0 |
| Sukumar Rathnam | — | 2022年6月9日 A | 1075 | 0 | 0 | $0 |
| Dennis Woodside | — | 2022年6月9日 A | 2944 | 0 | 0 | $0 |
| Kevin Haverty | — | 2022年1月24日 A | 17640 | 0 | 0 | $0 |
| Fay Sien Goon | — | 2021年8月20日 S | 4498 | 0 | 0 | $0 |
| Gabrielle B Toledano | — | 2021年2月8日 A | — | 0 | 0 | $0 |
| Patricia L Wadors | — | 2020年8月17日 M | 0 | 0 | 0 | $0 |
| Tamar Yehoshua | — | 2020年6月17日 A | 2356 | 0 | 0 | $0 |
| David Schneider | — | 2020年5月15日 M | 36858 | 0 | 0 | $0 |
| John J Donahoe | — | 2020年5月12日 M | 43826 | 0 | 0 | $0 |
| Michael Scarpelli | — | 2019年8月12日 M | 0 | 0 | 0 | $0 |
| Ronald E F Codd | — | 2019年2月1日 M | 28428 | 0 | 0 | $0 |
| Frank Slootman | — | 2018年6月1日 M | 95076 | 0 | 0 | $0 |
| Charles H Giancarlo | — | 2017年6月13日 A | 19237 | 0 | 0 | $0 |
| William L Strauss | — | 2017年6月8日 M | 9279 | 0 | 0 | $0 |
| Daniel Mcgee | — | 2016年11月11日 M | 10103 | 0 | 0 | $0 |
| DOUGLAS LEONE ("DL") | — | 2015年8月6日 M | 488787 | 0 | 0 | $0 |
| Arne Josefsberg | — | 2013年6月3日 M | 34656 | 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
ETF持仓 由 247 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 |
|---|---|---|---|---|
| CLOU · Global X Funds | 4.77% | 103113 NS | 2026年5月31日 | N-PORT |
| IGV · iShares Trust | 4.23% | 5032814 SH | 2026年8月8日 | 每日 |
| AGIQ · Tidal Trust I | 4.12% | 3755 NS | 2026年5月31日 | N-PORT |
| NITE · Capitol Series Trust | 3.72% | 12853 NS | 2026年4月30日 | N-PORT |
| AIPI · ETF Opportunities Trust | 3.43% | 120303 NS | 2026年5月31日 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 2.49% | 13544 NS | 2026年5月31日 | N-PORT |
| LGRO · ALPS ETF Trust | 2.39% | 25936 NS | 2026年5月31日 | N-PORT |
| PABU · iShares Trust | 2.37% | 510186 SH | 2026年8月8日 | 每日 |
| RUNN · Strategic Trust | 2.36% | 65720 NS | 2026年5月31日 | N-PORT |
| IVES · Wedbush Series Trust | 2.10% | 237587 NS | 2026年4月30日 | N-PORT |
| FGSI · First Trust Exchange-Traded Fund IV | 1.86% | 630 NS | 2026年4月30日 | N-PORT |
| CARK · Advisors' Inner Circle Fund II | 1.82% | 63615 NS | 2026年4月30日 | N-PORT |
| SEMG · EA Series Trust | 1.77% | 12112 NS | 2026年4月30日 | N-PORT |
| XPND · First Trust Exchange-Traded Fund ... | 1.66% | 5495 NS | 2026年5月31日 | N-PORT |
| OGIG · ALPS ETF Trust | 1.61% | 14931 NS | 2026年5月31日 | N-PORT |
| ESMV · iShares Trust | 1.59% | 1065 SH | 2026年8月8日 | 每日 |
| ILDR · First Trust Exchange-Traded Fund ... | 1.57% | 36204 NS | 2026年5月31日 | N-PORT |
| RSPT · Invesco Exchange-Traded Fund Trust | 1.52% | 713743 SH | 2026年8月8日 | 每日 |
| ABOT · Abacus FCF ETF Trust | 1.40% | 701 NS | 2026年4月30日 | N-PORT |
| TMFE · RBB Fund, Inc. | 1.39% | 9500 NS | 2026年5月31日 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS T... | 1.36% | 16436 NS | 2026年4月30日 | N-PORT |
| RILA · Spinnaker ETF Series | 1.34% | 6347 NS | 2026年4月30日 | N-PORT |
| NULG · Nushares ETF Trust | 1.25% | 369687 NS | 2026年4月30日 | N-PORT |
| CAML · Professionally Managed Portfolios | 1.25% | 53020 NS | 2026年4月30日 | N-PORT |
| ACGR · AMERICAN CENTURY ETF TRUST | 1.24% | 1141 NS | 2026年5月31日 | N-PORT |
| GPTY · Tidal Trust II | 1.14% | 11855 NS | 2026年4月30日 | N-PORT |
| EQWL · Invesco Exchange-Traded Fund Trust | 1.11% | 246946 SH | 2026年8月8日 | 每日 |
| LOWV · AB Active ETFs, Inc. | 1.08% | 17784 NS | 2026年5月31日 | N-PORT |
| BKCG · BNY Mellon ETF Trust II | 1.07% | 14326 NS | 2026年4月30日 | N-PORT |
| DTEC · ALPS ETF Trust | 0.99% | 5896 NS | 2026年5月31日 | N-PORT |
| TECB · iShares Trust | 0.95% | 39167 SH | 2026年8月8日 | 每日 |
| AIQ · Global X Funds | 0.94% | 823291 NS | 2026年5月31日 | N-PORT |
| SKYU · ProShares Trust | 0.92% | 266 NS | 2026年5月31日 | N-PORT |
| ESLG · Strategy Shares | 0.89% | 1964 NS | 2026年4月30日 | N-PORT |
| SNPV · DBX ETF Trust | 0.89% | 16457 NS | 2026年5月29日 | N-PORT |
| USMV · iShares Trust | 0.88% | 1812587 SH | 2026年8月8日 | 每日 |
| EGUS · iShares Trust | 0.86% | 2085 SH | 2026年8月8日 | 每日 |
| TMFG · RBB Fund, Inc. | 0.84% | 24064 NS | 2026年5月31日 | N-PORT |
| AOTG · EA Series Trust | 0.78% | 6540 NS | 2026年5月29日 | N-PORT |
| IETC · iShares U.S. ETF Trust | 0.77% | 46155 SH | 2026年8月8日 | 每日 |
| ALRG · ALLSPRING EXCHANGE-TRADED FUNDS T... | 0.76% | 640 NS | 2026年4月30日 | N-PORT |
| LCOW · Pacer Funds Trust | 0.76% | 1966 NS | 2026年4月30日 | N-PORT |
| HAPI · Harbor ETF Trust | 0.73% | 38811 NS | 2026年4月30日 | N-PORT |
| KRMA · Global X Funds | 0.72% | 6969 NS | 2026年5月31日 | N-PORT |
| SOVF · Elevation Series Trust | 0.66% | 7041 NS | 2026年4月30日 | N-PORT |
| AIFD · TCW ETF Trust | 0.66% | 7995 NS | 2026年4月30日 | N-PORT |
| JSTC · Tidal Trust I | 0.66% | 17731 NS | 2026年5月31日 | N-PORT |
| BIGY · Tidal Trust II | 0.65% | 1937 NS | 2026年4月30日 | N-PORT |
| SNPG · DBX ETF Trust | 0.64% | 686 NS | 2026年5月29日 | N-PORT |
| TEC · Harbor ETF Trust | 0.62% | 477 NS | 2026年4月30日 | N-PORT |