NSIT Insight Enterprises, Inc. - Common Stock
NASDAQ · Electrical Equipment · 在 SEC EDGAR 上查看 ↗ 收盘 十月 2, 2026 10-K/10-Q 八月 6, 2026
$160.66
· % 处于52周区间
· 高于低点
· 至高点
$63.6252周低点
$168.5052周高点
市值 (MRQ)
$4.74B
P/E (TTM)
23.9
EPS (TTM)
$6.72
收入 (TTM)
$8.58B
NSIT 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$160.66
市值 (MRQ)
$4.74B
P/E (TTM)
23.9
EPS (TTM)
$6.72
收入 (TTM)
$8.58B
ROE (TTM)
13.1%
52周区间
$64–$169
NSIT 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
区间
条形图
柱状图粒度会根据所选周期进行调整 — 将鼠标悬停在图表上可查看柱状图的开盘价/最高价/最低价/收盘价。
股票拆分
| 除息日 | 拆股 | 类型 |
|---|---|---|
| 2000年9月19日 | 3-for-2 | 正向 |
| 1999年2月19日 | 3-for-2 | 正向 |
| 1998年9月9日 | 3-for-2 | 正向 |
| 1997年9月18日 | 3-for-2 | 正向 |
关于 Insight Enterprises, Inc. - Common Stock 公司概况（来自维基百科）
Insight Enterprises Inc. is an Arizona-based publicly traded global technology company that focuses on business-to-business and information technology (IT) for enterprises. The company is listed on the Fortune 500 and has offices in 19 countries.
Jack Azagury has been CEO since April 13, 2026.
History
Early years
Hard Drives International was founded in 1988 by Eric and Tim Crown. Initially a mail order business selling computer storage, the company expanded into a storefront when credit card companies declined service. In 1991, the company changed its name to Insight Enterprises, and distribution included a full line of computers and accessories. The company held its initial public offering in January 1995.
Insight became an international company when it acquired TC Computers, based in Montreal, Canada, in 1997. In April 1998, Insight signed an agreement to acquire Choice Peripherals Ltd. and Plusnet Technologies Ltd., an Internet service provider and website hosting and development company operating as Force 9. The acquisition expanded Insight's operations to Europe.
2000–2010
Insight acquired Action Computer Supplies Holdings PLC, a U.K.-based direct marketer, in October 2001 for approximately $150 million in stock. In April 2002, the company acquired Comark for $150 million, increasing Insight's ability to work with clients of all sizes, including the public sector.
In July 2006, Insight entered an agreement to purchase Software Spectrum, a company which focused on software and mobility products for medium and large companies, from Level 3 Communications for $287 million.
Calence LLC, a technology company focused on Cisco networking and advanced communications, was acquired by Insight in April 2008 for $125 million. Insight acquired U.K.-based Minx Ltd., a European network integrator with Cisco Gold Partner accreditation, in July 2008 for $1.5 million and the assumption of $4.6 million of existing debt.
Since 2011
Ensynch, an information technology company founded in 2000, was acquired by Insight in September 2011. Insight acquired Inmac Gmbh, a business-to-business hardware reseller based in Germany, in February 2012.
In June 2015, Insight underwent a corporate rebranding. In October 2015, Insight acquired BlueMetal, an interactive design and technology architecture firm based in Boston.
Also in 2015, Insight raised $200,000 in its annual campaign for its Noble Cause division. Through Noble Cause, Insight gives to local charities including the Make-a-Wish Foundation, the Boys & Girls Clubs of America and the Ronald McDonald House.
In 2016, BlueMetal partnered with INDYCAR, the Indianapolis Motor Speedway and Microsoft to produce an analytics focused app during the Indianapolis 500.
Insight opened an additional sales center at the Meadows Office and Technological Park in Conway, Arkansas in August 2016.
Insight announced the acquisition of Ignia, an Australian-based business technology consulting company, in September 2016.
In November 2016, Insight Enterprises announced that they were acquiring the Eden Prairie, Minnesota-based data center services and services company, Datalink for $11.25 per share in cash, but that the company would remain mostly the same. The $258 million deal closed in the first quarter of 2017 and allowed Insight Enterprises to enhance its data center services.
In 2017, Insight announced the acquisition of Dutch cloud service provider Caase.com.
In August 2019, Insight Enterprises announced the acquisition of PCM, Inc., a provider of IT products and services, expanding Insight's operations in the US, Canada and the UK.
In December 2023, Insight Enterprises acquired SADA, one of the largest Google Cloud partners in the world, for $410 million, making SADA a part of the Insight family.
In September 2023, Insight Enterprises acquired Amdaris, one of the leading software development company in the UK and Eastern Europe, adding approx 900 employees to the Insight family. New World Tech, based in the UK, was acquired in July 2024.
Sports Affiliation
Insight Enterprises was the title sponsor of the Insight.com Bowl from 1997 through 2001, then the Insight Bowl (named the Rate Bowl as of 2024) from 2002 through 2011.
来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
行业板块Industrials
行业Electrical Equipment
员工14505
国家US
10年表现 收入、净利润、利润率和每股收益趋势
收入$8.25B2016-12-31 → 2025-12-31
EPS$4.862016-12-31 → 2025-12-31
自由现金流$279M2016-12-31 → 2025-12-31
净利率2.5%2016-12-31 → 2025-12-31
估值与比率
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 | NSIT | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E (TTM) | 23.95年均值 ≈18.9 | ≈18.9 | 17.8 | 公允价值 | |
| P/S (TTM) | 0.65年均值 ≈0.4 | ≈0.4 | 0.4 | 公允价值 | |
| 市净率 (MRQ) | 3.05年均值 ≈2.4 | ≈2.4 | 1.8 | 估值过高 | |
| 股价/自由现金流 (TTM) | 12.05年均值 ≈37.2 | ≈37.2 | · | · | |
| 市现率 (TTM) | 11.25年均值 ≈16.6 | ≈16.6 | 12.2 | 低估 | |
| 市净率（有形资产） (MRQ) | 3.95年均值 ≈15.0 | ≈15.0 | · | · |
同行中位数按每项指标的标准化基础计算，可能与本股票显示的TTM/MRQ基础不完全匹配。
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 | NSIT | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 毛利率 (TTM) | 22.1%5年均值 ≈18.2% | ≈18.2% | 15.4% | 顶尖 | |
| 营业利润率 (TTM) | 4.6%5年均值 ≈4.1% | ≈4.1% | 4.0% | 顶尖 | |
| 息税折旧摊销前利润率 (TTM) | 5.9%5年均值 ≈5.0% | ≈5.0% | 4.2% | 顶尖 | |
| 税前利润率 (TTM) | 3.5%5年均值 ≈3.5% | ≈3.5% | 3.9% | 持平 | |
| 净利润率 (TTM) | 2.5%5年均值 ≈2.6% | ≈2.6% | 2.9% | 持平 | |
| ROA (TTM) | 2.1%5年均值 ≈4.2% | ≈4.2% | 3.4% | 弱 | |
| ROE (TTM) | 13.1%5年均值 ≈14.5% | ≈14.5% | 9.5% | 持平 | |
| ROIC | 14.1%5年均值 ≈16.8% | ≈16.8% | 9.6% | 顶尖 |
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 | NSIT | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 流动比率 (MRQ) | 1.25年均值 ≈1.3 | ≈1.3 | 1.3 | 低流动性 | |
| Quick Ratio (速动比率) | 1.25年均值 ≈1.2 | ≈1.2 | 1.0 | 流动性强 |
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 | NSIT | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | -5.2%5年均值 ≈0.25% | ≈0.25% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | -7.5%5年均值 ≈-2.3% | ≈-2.3% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | -0.22% | · | · | · | |
| EPS YoY | -25.8%5年均值 ≈2.1% | ≈2.1% | · | · | |
| Net Income YoY (净利润同比增长) | -37.0%5年均值 ≈1.4% | ≈1.4% | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率（3年）) | -14.1%5年均值 ≈1.6% | ≈1.6% | · | · | |
| EPS CAGR 5Y (每股收益年复合增长率（5年）) | -0.04% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率（3年）) | -17.5%5年均值 ≈1.5% | ≈1.5% | · | · | |
| Net Income CAGR 5Y (净利润年复合增长率（5年）) | -1.8% | · | · | · |
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 | NSIT | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 1.05年均值 ≈1.6 | ≈1.6 | 1.6 | 弱 | |
| Inventory Turnover (库存周转率) | 45.85年均值 ≈37.0 | ≈37.0 | 10.8 | 顶尖 | |
| Receivables Turnover (应收账款周转率) | 1.75年均值 ≈2.7 | ≈2.7 | 4.4 | 弱 | |
| Revenue / Employee (年营业收入 ÷ 员工人数（报告的 headcount，yfinance）。衍生数据 — 非存储的 SEC-XBRL 概念。) | ≈$568.6K | · | · | · |
价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判
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
6.8%
下次报告
十月 28, 2026
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 七月 29, 2026 | $3.86 | $2.99 | 29.3% |
| 2026年3月31日 | $2.88 | $2.49 | 15.6% | |
| 2025年12月31日 | $2.96 | $2.90 | 2.2% | |
| 2025年9月30日 | $2.43 | $2.54 | -4.5% | |
| 2025年6月30日 | $2.45 | $2.51 | -2.5% | |
| 2025年3月31日 | $2.06 | $2.05 | 0.48% |
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
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Cost of Revenue | $6.49B | $6.94B | $7.51B | $8.79B | $7.99B | $7.04B | $6.59B | $6.09B | $5.79B | $4.74B | $4.66B | $4.60B | |
| Gross Profit | $1.76B | $1.77B | $1.67B | $1.64B | $1.45B | $1.30B | $1.14B | $994M | $919M | $743M | $716M | $712M | |
| SG&A Expense | $1.39B | $1.34B | $1.24B | $1.22B | $1.12B | $1.01B | $881M | $757M | $723M | $585M | $585M | $577M | |
| Operating Income | $335M | $389M | $420M | $414M | $332M | $272M | $241M | $233M | $179M | $149M | $127M | $131M | |
| Interest Expense | · | · | $41M | $39M | $41M | $42M | $28M | $22M | $18M | $9M | $7M | $6M | |
| Interest Income | · | · | · | · | · | · | · | $1M | $1M | $1M | $783.0K | $1M | |
| Other Non-op | $-24M | $2M | $-817.0K | $230.0K | $1M | $-2M | $-400.0K | $156.0K | $-2M | $-1M | $-1M | $-1M | |
| Pretax Income | $226M | $333M | $378M | $374M | $293M | $228M | $212M | $212M | $159M | $139M | $119M | $124M | |
| Income Tax | $68M | $83M | $97M | $94M | $73M | $56M | $52M | $48M | $68M | $55M | $43M | $49M | |
| Net Income | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| EPS (Basic) | $5.00 | $7.73 | $8.53 | $8.04 | $6.27 | $4.92 | $4.49 | $4.60 | $2.54 | $2.35 | $2.00 | $1.84 | |
| EPS (Diluted) | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 | $4.87 | $4.43 | $4.55 | $2.50 | $2.32 | $1.98 | $1.83 | |
| Shares (Basic) | 31,494,000 | 32,286,000 | 32,991,000 | 34,903,000 | 35,011,000 | 35,117,000 | 35,538,000 | 35,586,000 | 35,741,000 | 36,102,000 | 37,984,000 | 41,062,000 | |
| Shares (Diluted) | 32,347,000 | 38,136,000 | 37,241,000 | 36,620,000 | 36,863,000 | 35,444,000 | 35,959,000 | 36,009,000 | 36,207,000 | 36,438,000 | 38,275,000 | 41,358,000 | |
| EBITDA | $441M | $487M | $482M | $470M | $387M | $337M | $287M | $271M | $222M | $187M | $164M | $172M |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $358M | $259M | $269M | $164M | $104M | $128M | $115M | $143M | $106M | $203M | $188M | $165M | |
| Receivables | $5.52B | $4.17B | $3.57B | $3.27B | $2.94B | $2.69B | $2.51B | $1.93B | $1.81B | $1.44B | $1.32B | $1.31B | |
| Inventory | $161M | $123M | $185M | $265M | $328M | $186M | $191M | $149M | $195M | $148M | $120M | · | |
| Other Current Assets | $261M | $209M | $189M | $192M | $200M | $177M | $231M | $116M | $152M | $127M | $77M | $63M | |
| Current Assets | $6.36B | $4.84B | $4.33B | $3.90B | $3.57B | $3.18B | $3.05B | $2.34B | $2.30B | $1.98B | $1.75B | $1.70B | |
| PP&E (Net) | $188M | $216M | $210M | $204M | $176M | $146M | $131M | $73M | $75M | $71M | $88M | $104M | |
| PP&E (Gross) | $373M | $436M | $430M | $419M | $410M | $402M | $367M | $405M | $410M | $379M | $380M | $374M | |
| Accum. Depreciation | $185M | $220M | $220M | $215M | $234M | $256M | $236M | $332M | $335M | $308M | $292M | $269M | |
| Goodwill | $1.17B | $894M | $684M | $493M | $428M | $429M | $415M | $167M | $131M | $63M | $56M | $26M | |
| Intangibles | $426M | $426M | $370M | $205M | $215M | $247M | $279M | $112M | $101M | $21M | $27M | $24M | |
| Other Non-current Assets | $123M | $135M | $146M | $149M | $301M | $312M | $306M | $85M | $57M | $29M | $28M | $18M | |
| Total Assets | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Accrued Liabilities | $615M | $512M | $538M | $434M | $423M | $408M | $352M | $253M | $176M | $152M | $145M | $145M | |
| Current Liabilities | $5.10B | $4.12B | $3.37B | $2.87B | $2.52B | $2.23B | $1.88B | $1.54B | $1.50B | $1.44B | $1.21B | $1.14B | |
| Capital Leases | $60M | $66M | $71M | $63M | $58M | · | · | · | · | · | · | · | |
| Deferred Tax | $71M | $64M | $28M | $33M | $47M | $33M | $45M | $683.0K | $717.0K | $900.0K | $239.0K | $655.0K | |
| Other Non-current Liabilities | $187M | $161M | $203M | $157M | $256M | $270M | $232M | $56M | $45M | $26M | $31M | $24M | |
| Total Liabilities | $7.44B | $5.68B | $4.55B | $3.47B | $3.18B | $2.97B | $3.02B | $1.79B | $1.84B | $1.51B | $1.33B | $1.23B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $61M | |
| Common Stock | $310.0K | $318.0K | $326.0K | $340.0K | $349.0K | $351.0K | $353.0K | $355.0K | $358.0K | $355.0K | $371.0K | $401.0K | |
| Retained Earnings | $1.52B | $1.51B | $1.45B | $1.37B | $1.17B | $993M | $841M | $705M | $550M | $460M | $409M | $397M | |
| Stockholders' Equity | $1.65B | $1.77B | $1.74B | $1.64B | $1.51B | $1.34B | $1.16B | $987M | $843M | $713M | $686M | $721M | |
| Liabilities + Equity | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Shares Outstanding | 30,996,000 | 31,778,000 | 32,590,000 | 34,009,000 | 34,897,000 | 35,103,000 | 35,263,000 | 35,482,000 | 35,829,000 | 35,484,000 | 37,106,000 | 40,147,000 |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $106M | $98M | $62M | $57M | $55M | $66M | $46M | $37M | $43M | $38M | $38M | $41M | |
| Stock-based Comp | $34M | $34M | $29M | $23M | $18M | $18M | $16M | $15M | $13M | $11M | $9M | $8M | |
| Deferred Tax | $2M | $8M | $-13M | $-9M | $12M | $-13M | $7M | $9M | $19M | $11M | $5M | $4M | |
| Amort. of Intangibles | $77M | $70M | $36M | $33M | $32M | $38M | $24M | $16M | $17M | $11M | $11M | $11M | |
| Restructuring | $37M | $32M | $6M | $4M | $-2M | $12M | $5M | $3M | $9M | $5M | $5M | $4M | |
| Other Non-cash | $5M | $243M | $260M | $-253M | $-141M | $113M | $-101M | $67M | $-471M | $-49M | $53M | $-17M | |
| Operating Cash Flow | $304M | $633M | $620M | $98M | $164M | $356M | $128M | $293M | $-307M | $96M | $181M | $110M | |
| CapEx | $25M | $47M | $39M | $71M | $52M | $24M | $69M | $17M | $19M | $12M | $13M | $10M | |
| Investing Cash Flow | $-310M | $-303M | $-505M | $-138M | $-21M | $10M | $-733M | $-92M | $-205M | $-21M | · | · | |
| Debt Issued | · | · | · | · | · | · | · | · | $175M | · | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | $-166M | $166M | · | · | · | |
| Stock Repurchased | $151M | $200M | $217M | $108M | $50M | $25M | $28M | $22M | · | $50M | $92M | $50M | |
| Net Stock Activity | $-151M | $-200M | $-217M | $-108M | $-50M | $-25M | $-28M | $-22M | · | $-50M | $-92M | $-50M | |
| Financing Cash Flow | $82M | $-321M | $-17M | $114M | $-161M | $-362M | $578M | $-159M | $397M | $-58M | · | · | |
| Net Change in Cash | $99M | $-9M | $105M | $60M | $-25M | $14M | $-28M | $37M | $-99M | $15M | $23M | $38M | |
| Taxes Paid | $74M | $118M | $104M | $91M | $76M | $63M | $42M | $31M | $55M | $39M | $41M | $52M | |
| Free Cash Flow | $279M | $586M | $580M | $27M | $112M | $331M | $59M | $275M | $-325M | $84M | $167M | $100M | |
| Levered FCF | · | · | $550M | $-2M | $81M | $300M | $37M | $258M | $-336M | $78M | $162M | $97M |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% | 15.6% | 14.7% | 14.0% | 13.7% | 13.6% | 13.3% | 13.4% | |
| Operating Margin | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% | 3.3% | 3.1% | 3.3% | 2.7% | 2.7% | 2.4% | 2.5% | |
| Net Margin | 1.9% | 2.9% | 3.1% | 2.7% | 2.3% | 2.1% | 2.1% | 2.3% | 1.4% | 1.5% | 1.4% | 1.4% | |
| Pretax Margin | 2.7% | 3.8% | 4.1% | 3.6% | 3.1% | 2.7% | 2.7% | 3.0% | 2.4% | 2.5% | 2.2% | 2.3% | |
| EBITDA Margin | 5.3% | 5.6% | 5.3% | 4.5% | 4.1% | 4.0% | 3.7% | 3.8% | 3.3% | 3.4% | 3.1% | 3.2% | |
| ROA | 1.9% | 3.6% | 4.9% | 5.7% | 4.9% | 4.1% | 4.6% | 6.0% | 3.7% | 4.0% | 3.8% | 4.0% | |
| ROE | 9.7% | 14.1% | 16.7% | 17.2% | 14.8% | 13.2% | 14.1% | 17.0% | 11.7% | 12.1% | 10.8% | 10.5% | |
| ROIC | 14.1% | 16.5% | 18.0% | 18.9% | 16.5% | 15.3% | 15.6% | 18.3% | 12.1% | 12.7% | 11.7% | 11.1% |
流动性与偿付能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 | 1.4 | 1.6 | 1.5 | 1.5 | 1.4 | 1.4 | 1.5 | |
| Quick Ratio | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 | 1.3 | 1.4 | 1.3 | 1.3 | 1.1 | 1.2 | 1.3 | |
| Interest Coverage | · | · | 10.2 | 10.5 | 8.2 | 6.5 | 8.4 | 10.2 | 9.3 | 17.2 | 17.5 | 21.8 |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.3 | 1.6 | 2.1 | 2.1 | 2.0 | 2.2 | 2.6 | 2.7 | 2.6 | 2.7 | 2.8 | |
| Inventory Turnover | 45.8 | 45.2 | 33.4 | 29.6 | 31.1 | 37.4 | 38.9 | 35.5 | 33.8 | 35.4 | · | · | |
| Receivables Turnover | 1.7 | 2.2 | 2.7 | 3.4 | 3.4 | 3.2 | 3.5 | 3.8 | 4.1 | 4.0 | 4.1 | 4.1 |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $53.20 | $55.72 | $53.26 | $48.17 | $43.25 | $38.24 | $32.90 | $27.82 | $23.54 | $20.11 | $18.48 | $17.96 | |
| Revenue / Share | $254.96 | $228.18 | $246.39 | $284.85 | $255.98 | $235.32 | $215.00 | $196.62 | $185.15 | $150.54 | $140.38 | $128.54 | |
| Cash Flow / Share | $9.39 | $16.59 | $16.64 | $2.68 | $4.44 | $10.03 | $3.56 | $8.13 | $-8.44 | $2.63 | $4.72 | $2.67 | |
| Cash / Share | $11.55 | $8.16 | $8.25 | $4.81 | $2.98 | $3.66 | $3.25 | $4.02 | $2.95 | $5.72 | $5.07 | $4.10 | |
| EPS (TTM) | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 | $4.87 | $4.43 | $4.55 | $2.50 | $2.32 | $1.98 | $1.83 |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -5.2% | -5.2% | -12.0% | 10.5% | 13.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -7.5% | -2.7% | 3.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -0.22% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -25.8% | -13.2% | -1.4% | 28.7% | 22.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -14.1% | 3.2% | 15.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.04% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -37.0% | -11.2% | 0.25% | 27.9% | 27.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -17.5% | 4.4% | 17.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.8% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Net Income TTM | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| Market Cap | $2.53B | $4.83B | $5.77B | $3.41B | $3.72B | $2.67B | $2.48B | $1.45B | $1.37B | $1.43B | $932M | $1.04B | |
| P/E | 16.8 | 23.2 | 23.5 | 13.1 | 17.9 | 15.6 | 15.9 | 9.0 | 15.3 | 17.4 | 12.7 | 14.1 | |
| P/S | 0.3 | 0.6 | 0.6 | 0.3 | 0.4 | 0.3 | 0.3 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | |
| P/B | 1.5 | 2.7 | 3.3 | 2.1 | 2.5 | 2.0 | 2.1 | 1.5 | 1.6 | 2.0 | 1.4 | 1.4 | |
| P / Tangible Book | 47.7 | 10.7 | 8.5 | 3.6 | 4.3 | 4.0 | · | · | · | · | · | · | |
| P / Cash Flow | 8.3 | 7.6 | 9.3 | 34.8 | 22.7 | 7.5 | 19.4 | 4.9 | -4.5 | 15.0 | 5.2 | 9.4 | |
| P / FCF | 9.0 | 8.2 | 10.0 | 125.5 | 33.3 | 8.1 | 42.2 | 5.3 | -4.2 | 17.2 | 5.6 | 10.4 | |
| Earnings Yield | 6.0% | 4.3% | 4.3% | 7.6% | 5.6% | 6.4% | 6.3% | 11.2% | 6.5% | 5.7% | 7.9% | 7.1% |
损益表
| 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 | $2.40B | $2.13B | $2.05B | $2.00B | $2.09B | $2.10B | $2.07B | $2.09B | $2.16B | $2.38B | $2.24B | $2.27B | $2.35B | $2.32B | $2.50B | $2.53B | |
| Cost of Revenue | $1.88B | $1.67B | $1.57B | $1.57B | $1.65B | $1.70B | $1.63B | $1.66B | $1.71B | $1.94B | $1.80B | $1.86B | $1.92B | $1.93B | $2.08B | $2.14B | |
| Gross Profit | $522M | $462M | $478M | $434M | $442M | $406M | $440M | $432M | $453M | $441M | $436M | $409M | $433M | $391M | $421M | $399M | |
| SG&A Expense | $385M | $384M | $361M | $333M | $352M | $339M | $358M | $330M | $317M | $337M | $298M | $310M | $318M | $310M | $305M | $308M | |
| Operating Income | $131M | $72M | $95M | $93M | $87M | $60M | $65M | $93M | $131M | $100M | $132M | $92M | $119M | $77M | $114M | $90M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $13M | · | $12M | $9M | $10M | · | $12M | |
| Other Non-op | $-248.0K | $1M | $336.0K | $888.0K | $-13.0K | $-25M | $2M | $-1M | $469.0K | $763.0K | $-328.0K | $203.0K | $60.0K | $-752.0K | $-511.0K | $-2M | |
| Pretax Income | $106M | $50M | $72M | $71M | $64M | $19M | $52M | $75M | $117M | $88M | $122M | $80M | $109M | $66M | $103M | $77M | |
| Income Tax | $29M | $19M | $20M | $20M | $17M | $11M | $15M | $17M | $30M | $21M | $32M | $20M | $29M | $16M | $26M | $19M | |
| Net Income | $78M | $30M | $52M | $51M | $47M | $8M | $37M | $58M | $87M | $67M | $91M | $60M | $80M | $50M | $77M | $57M | |
| EPS (Basic) | $2.58 | $0.97 | $1.66 | $1.62 | $1.48 | $0.24 | $1.17 | $1.81 | $2.69 | $2.06 | $2.77 | $1.85 | $2.43 | $1.48 | $2.24 | $1.64 | |
| EPS (Diluted) | $2.57 | $0.97 | $1.56 | $1.62 | $1.46 | $0.22 | $1.02 | $1.52 | $2.27 | $1.74 | $2.42 | $1.62 | $2.17 | $1.34 | $2.13 | $1.58 | |
| Shares (Basic) | 30,032,000 | 30,788,000 | · | 31,369,000 | 31,780,000 | 31,839,000 | · | 32,216,000 | 32,565,000 | 32,596,000 | · | 32,574,000 | 33,101,000 | 33,706,000 | · | 34,952,000 | |
| Shares (Diluted) | 30,174,000 | 30,856,000 | · | 31,536,000 | 32,121,000 | 34,683,000 | · | 38,331,000 | 38,567,000 | 38,435,000 | · | 37,203,000 | 37,039,000 | 37,207,000 | · | 36,340,000 | |
| EBITDA | $160M | $100M | · | $119M | $112M | $86M | · | $119M | $156M | $122M | · | $107M | $133M | $92M | · | $106M |
资产负债表
| 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 | $363M | $441M | $358M | $547M | $309M | $322M | $259M | $317M | $256M | $379M | · | $244M | $196M | $176M | · | $137M | |
| Receivables | $7.82B | $6.42B | $5.52B | $5.48B | $5.48B | $4.61B | $4.17B | $3.90B | $4.14B | $3.57B | · | $3.07B | $3.67B | $3.09B | · | $3.05B | |
| Inventory | $248M | $252M | $161M | $149M | $147M | $149M | $123M | $151M | $145M | $169M | · | $184M | $248M | $266M | · | $368M | |
| Other Current Assets | $310M | $279M | $261M | $266M | $300M | $246M | $209M | $209M | $265M | $219M | · | $210M | $230M | $217M | · | $232M | |
| Current Assets | $8.80B | $7.45B | $6.36B | $6.50B | $6.30B | $5.39B | $4.84B | $4.66B | $4.90B | $4.44B | · | $3.71B | $4.34B | $3.75B | · | $3.78B | |
| PP&E (Net) | · | · | $188M | · | · | · | $216M | · | · | · | $210M | $206M | $202M | $201M | $204M | $201M | |
| PP&E (Gross) | · | · | $373M | · | · | · | $436M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $196M | $189M | $185M | $233M | $230M | $225M | $220M | $222M | $221M | $219M | · | $222M | $218M | $215M | · | $214M | |
| Goodwill | $1.17B | $1.17B | $1.17B | $902M | $905M | $897M | $894M | $889M | $873M | $681M | $684M | $559M | $495M | $494M | · | $494M | |
| Intangibles | $384M | $405M | $426M | $374M | $394M | $409M | $426M | $449M | $461M | $354M | · | $220M | $189M | $197M | · | $212M | |
| Other Non-current Assets | $122M | $122M | $123M | $119M | $126M | $125M | $135M | $140M | $140M | $142M | · | $383M | $317M | $323M | · | $306M | |
| Total Assets | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Accrued Liabilities | $648M | $1.05B | $615M | $514M | $507M | $606M | $512M | $493M | $488M | $518M | · | $395M | $409M | $416M | · | $415M | |
| Current Liabilities | $7.43B | $6.13B | $5.10B | $5.02B | $4.90B | $4.39B | $4.12B | $3.74B | $4.01B | $3.50B | · | $2.74B | $3.31B | $2.88B | · | $2.27B | |
| Capital Leases | · | · | $60M | · | · | · | $66M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $70M | $70M | $71M | $70M | $51M | $57M | $64M | $73M | $52M | $23M | · | $33M | $32M | $29M | · | $37M | |
| Other Non-current Liabilities | $190M | $166M | $187M | $132M | $151M | $158M | $161M | $161M | $170M | $173M | · | $359M | $290M | $305M | · | $283M | |
| Total Liabilities | $9.79B | $8.45B | $7.44B | $7.32B | $7.12B | $6.33B | $5.68B | $5.52B | $5.51B | $4.81B | · | $3.45B | $3.97B | $3.39B | · | $3.38B | |
| Common Stock | $295.0K | $302.0K | $310.0K | $310.0K | $314.0K | $319.0K | $318.0K | $318.0K | $326.0K | $325.0K | · | $326.0K | $326.0K | $333.0K | · | $348.0K | |
| Retained Earnings | $1.49B | $1.48B | $1.52B | $1.47B | $1.49B | $1.52B | $1.51B | $1.47B | $1.57B | $1.48B | · | $1.36B | $1.30B | $1.31B | · | $1.37B | |
| Stockholders' Equity | $1.61B | $1.60B | $1.65B | $1.58B | $1.61B | $1.59B | $1.77B | $1.77B | $1.85B | $1.76B | $1.74B | $1.63B | $1.57B | $1.57B | $1.64B | $1.62B | |
| Liabilities + Equity | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Shares Outstanding | 29,515,000 | 30,191,000 | 30,996,000 | 30,967,000 | 31,420,000 | 31,912,000 | 31,778,000 | 31,761,000 | 32,584,000 | 32,548,000 | · | 32,577,000 | 32,568,000 | 33,261,000 | 34,009,000 | 34,828,000 |
现金流
| 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 | $29M | $28M | $28M | $26M | $26M | $26M | $26M | $26M | $25M | $22M | $18M | $16M | $14M | $15M | $14M | $15M | |
| Stock-based Comp | $11M | $8M | $7M | $9M | $9M | $9M | $8M | $9M | $9M | $8M | $3M | $10M | $10M | $7M | $6M | $6M | |
| Deferred Tax | $3M | $-1M | $-3M | $19M | $-6M | $-8M | $-8M | $20M | $888.0K | $-4M | $-4M | $-8M | $3M | $-4M | $-4M | $-5M | |
| Amort. of Intangibles | $21M | $21M | $21M | $19M | $19M | $19M | $19M | $19M | $17M | $15M | $11M | $9M | $8M | $8M | $8M | $9M | |
| Restructuring | $6M | $6M | $21M | $5M | $3M | $7M | $16M | $9M | $5M | $2M | $3M | $3M | $-4M | $4M | $1M | $720.0K | |
| Other Non-cash | · | $-33M | · | · | · | $44M | · | · | · | $155M | · | · | · | $93M | · | · | |
| Operating Cash Flow | $-12M | $32M | $154M | $249M | $-177M | $78M | $215M | $125M | $46M | $247M | $206M | $226M | $28M | $160M | $304M | $236M | |
| CapEx | $8M | $6M | $7M | $6M | $5M | $7M | $14M | $14M | $12M | $6M | $10M | $16M | $4M | $9M | $12M | $12M | |
| Investing Cash Flow | $125.0K | $-6M | $-292M | $-6M | $-5M | $-7M | $-14M | $-10M | $-273M | $-6M | $-409M | $-99M | $11M | $-9M | $-12M | $-12M | |
| Stock Repurchased | $75M | $75M | $0 | $75M | $76M | $0 | $0 | $165M | $0 | $35M | $0 | $0 | $100M | $117M | $83M | $25M | |
| Net Stock Activity | · | $-75M | · | · | · | $0 | · | · | · | $-35M | · | · | · | $-117M | · | · | |
| Financing Cash Flow | $-60M | $64M | $-54M | $-3M | $155M | $-15M | $-239M | $-62M | $105M | $-125M | $219M | $-75M | $-20M | $-141M | $-263M | $-221M | |
| Net Change in Cash | $-77M | $83M | $-189M | $238M | $-13M | $63M | $-58M | $61M | $-123M | $110M | $24M | $48M | $20M | $12M | $27M | $-951.0K | |
| Free Cash Flow | · | $26M | · | · | · | $71M | · | · | · | $241M | · | · | · | $151M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $231M | · | · | · | $143M | · | · |
盈利能力
| 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 | 21.7% | 21.7% | · | 21.7% | 21.1% | 19.3% | · | 20.7% | 21.0% | 18.5% | · | 18.0% | 18.4% | 16.8% | · | 15.8% | |
| Operating Margin | 5.5% | 3.4% | · | 4.6% | 4.1% | 2.9% | · | 4.5% | 6.1% | 4.2% | · | 4.0% | 5.1% | 3.3% | · | 3.6% | |
| Net Margin | 3.2% | 1.4% | · | 2.5% | 2.2% | 0.36% | · | 2.8% | 4.0% | 2.8% | · | 2.7% | 3.4% | 2.1% | · | 2.3% | |
| Pretax Margin | 4.4% | 2.3% | · | 3.5% | 3.1% | 0.90% | · | 3.6% | 5.4% | 3.7% | · | 3.5% | 4.7% | 2.9% | · | 3.0% | |
| EBITDA Margin | 6.7% | 4.7% | · | 5.9% | 5.4% | 4.1% | · | 5.7% | 7.2% | 5.1% | · | 4.7% | 5.7% | 4.0% | · | 4.2% | |
| ROA | 0.77% | 0.33% | · | 0.63% | 0.58% | 0.10% | · | 0.94% | 1.4% | 1.2% | · | 1.2% | 1.4% | 1.0% | · | 1.2% | |
| ROE | 4.8% | 1.9% | · | 3.0% | 2.7% | 0.45% | · | 3.4% | 5.1% | 4.0% | · | 3.7% | 5.1% | 3.2% | · | 3.7% | |
| ROIC | 5.9% | 2.7% | · | 4.2% | 3.9% | 1.5% | · | 4.1% | 5.3% | 4.3% | · | 4.2% | 5.6% | 3.7% | · | 4.2% |
流动性与偿付能力
| 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 | 1.2 | 1.2 | · | 1.3 | 1.3 | 1.2 | · | 1.2 | 1.2 | 1.3 | · | 1.4 | 1.3 | 1.3 | · | 1.7 | |
| Quick Ratio | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 8.0 | · | 7.6 | 12.6 | 7.5 | · | 7.7 |
效率
| 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 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | |
| Inventory Turnover | 9.5 | 8.3 | · | 10.5 | 11.3 | 10.7 | · | 9.9 | 8.7 | 8.9 | · | 6.7 | 6.1 | 6.0 | · | 6.7 | |
| Receivables Turnover | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.6 | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.8 | · | 0.9 |
每股
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $54.38 | $53.08 | · | $51.05 | $51.10 | $49.85 | · | $55.61 | $56.70 | $53.94 | · | $49.91 | $48.17 | $47.31 | · | $46.54 | |
| Revenue / Share | $79.52 | $68.97 | · | $63.54 | $65.11 | $60.65 | · | $54.47 | $56.05 | $61.91 | · | $60.92 | $63.44 | $62.46 | · | $69.74 | |
| Cash Flow / Share | · | $1.05 | · | · | · | $2.25 | · | · | · | $6.43 | · | · | · | $4.30 | · | · | |
| Cash / Share | $12.32 | $14.59 | · | $17.66 | $9.84 | $10.09 | · | $9.99 | $7.87 | $11.65 | · | $7.50 | $6.02 | $5.28 | · | $3.92 | |
| EPS (TTM) | $6.72 | $5.61 | · | $4.32 | $4.22 | $5.03 | · | $7.95 | $8.05 | $7.95 | · | $7.26 | $7.22 | $7.47 | · | $7.21 |
估值 (TTM)
| 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 | $8.58B | $8.27B | · | $8.27B | $8.36B | $8.43B | · | $8.87B | $9.04B | $9.23B | · | $9.44B | $9.71B | $10.10B | · | $10.49B | |
| Net Income TTM | $210M | $180M | · | $142M | $150M | $190M | · | $303M | $305M | $298M | · | $268M | $265M | $274M | · | $265M | |
| Market Cap | $3.59B | $2.02B | · | $3.51B | $4.34B | $4.79B | · | $6.84B | $6.46B | $6.04B | · | $4.74B | $4.77B | $4.75B | · | $2.87B | |
| P/E | 18.1 | 11.9 | · | 26.3 | 32.7 | 29.8 | · | 27.1 | 24.6 | 23.3 | · | 20.0 | 20.3 | 19.1 | · | 11.4 | |
| P/S | 0.4 | 0.2 | · | 0.4 | 0.5 | 0.6 | · | 0.8 | 0.7 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.3 | |
| P/B | 2.2 | 1.3 | · | 2.2 | 2.7 | 3.0 | · | 3.9 | 3.5 | 3.4 | · | 2.9 | 3.0 | 3.0 | · | 1.8 | |
| P / Tangible Book | 65.3 | 68.6 | · | 11.5 | 14.2 | 16.8 | · | 16.0 | 12.6 | 8.4 | · | 5.6 | 5.4 | 5.4 | · | 3.1 | |
| P / Cash Flow | · | 62.5 | · | · | · | 61.3 | · | · | · | 24.4 | · | · | · | 29.7 | · | · | |
| Earnings Yield | 5.5% | 8.4% | · | 3.8% | 3.1% | 3.4% | · | 3.7% | 4.1% | 4.3% | · | 5.0% | 4.9% | 5.2% | · | 8.8% |
最近期在左侧 · 空值显示为 ·
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 收入 | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B |
| 毛利率 % | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% |
| 营业利润率 % | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% |
| 净收入 | $157M | $250M | $281M | $281M | $219M |
| 稀释后每股收益 (EPS) | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 流动比率 | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 |
| 速动比率 | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 自由现金流 | $279M | $586M | $580M | $27M | $112M |
机构持有人 (13F) 351 家申报者 · $4.0B 总计 · 截至 2026年9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。
持有人
351
持有价值
$4.0B
新仓位
95
已退出持仓
52
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 |
|---|---|---|---|---|
| 95 (+32 与上一季度对比) | 52 (+9 与上一季度对比) | 87 (-34 与上一季度对比) | 110 (+32 与上一季度对比) | +647K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $587162112 | 4820707 | 14.76% | 股份 |
| MORGAN STANLEY | $345420316 | 2835962 | 8.68% | 股份 |
| VANGUARD GROUP INC | $331211314 | 4065439 | 8.33% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $312806882 | 2568201 | 7.86% | 股份 |
| FIDUCIARY MANAGEMENT INC /WI/ | $267658058 | 2197521 | 6.73% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $165530219 | 1359033 | 4.16% | 股份 |
| STATE STREET CORP | $148968793 | 1223097 | 3.75% | 股份 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $116562600 | 957000 | 2.93% | 股份 |
| FMR LLC | $114406113 | 939295 | 2.88% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $103334103 | 848411 | 2.60% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $99241013 | 814638 | 2.50% | 股份 |
| Analog Century Management LP | $94025459 | 771966 | 2.36% | 股份 |
| FIL Ltd | $65637289 | 538894 | 1.65% | 股份 |
| D. E. Shaw & Co., Inc. | $57540756 | 472420 | 1.45% | 股份 |
| NORTHERN TRUST CORP | $52264137 | 429098 | 1.31% | 股份 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $47355231 | 388795 | 1.19% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46500560 | 381778 | 1.17% | 股份 |
| JANE STREET GROUP, LLC | $46260005 | 379803 | 1.16% | 股份 |
| Nuveen, LLC | $45862816 | 376542 | 1.15% | 股份 |
| JPMORGAN CHASE & CO | $42093650 | 348247 | 1.06% | 股份 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $41130155 | 337686 | 1.03% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $40310197 | 330954 | 1.01% | 股份 |
| BROWN ADVISORY INC | $36778977 | 301962 | 0.92% | 股份 |
| BANK OF AMERICA CORP /DE/ | $36642798 | 300844 | 0.92% | 股份 |
| GOLDMAN SACHS GROUP INC | $36199569 | 297205 | 0.91% | 股份 |
| AMERIPRISE FINANCIAL INC | $35756827 | 293570 | 0.90% | 股份 |
| Point72 Asset Management, L.P. | $34941131 | 286873 | 0.88% | 股份 |
| Invesco Ltd. | $28164911 | 231239 | 0.71% | 股份 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $27837999 | 228555 | 0.70% | 股份 |
| Alyeska Investment Group, L.P. | $26601729 | 218405 | 0.67% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $24252816 | 199120 | 0.61% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22228500 | 182500 | 0.56% | 买入期权 |
| Bank of New York Mellon Corp | $21892381 | 179740 | 0.55% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $17776467 | 145948 | 0.45% | 股份 |
| UBS Group AG | $15227436 | 125020 | 0.38% | 股份 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14363874 | 117930 | 0.36% | 股份 |
| KENNEDY CAPITAL MANAGEMENT LLC | $14257299 | 117055 | 0.36% | 股份 |
| SPEECE THORSON CAPITAL GROUP INC | $13027000 | 106952 | 0.33% | 股份 |
| HIGHLAND PEAK CAPITAL, LLC | $12845881 | 105467 | 0.32% | 股份 |
| Public Sector Pension Investment Board | $12636994 | 103752 | 0.32% | 股份 |
| BARCLAYS PLC | $12161122 | 99845 | 0.31% | 股份 |
| Aristotle Capital Boston, LLC | $10586249 | 86915 | 0.27% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $10422791 | 85573 | 0.26% | 股份 |
| Qube Research & Technologies Ltd | $10364084 | 85091 | 0.26% | 股份 |
| RHUMBLINE ADVISERS | $9614992 | 78941 | 0.24% | 股份 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $9529997 | 78243 | 0.24% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $9116852 | 74851 | 0.23% | 股份 |
| Legal & General Group Plc | $8836589 | 72550 | 0.22% | 股份 |
| CITADEL ADVISORS LLC | $8610164 | 70691 | 0.22% | 股份 |
| KESTREL INVESTMENT MANAGEMENT CORP | $7764750 | 63750 | 0.20% | 股份 |
激进投资者及 5%+ 股东 3 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 |
|---|---|---|---|---|---|
| VA Partners I, LLC, ValueAct Capital Master Fund, L.P., ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 申报 | 2025年12月1日 | 4.70% | 修订 | · | SEC |
| ValueAct Capital Master Fund, L.P., VA Partners I, LLC, ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 申报 | 2023年2月17日 | · | 初始申报 | · | SEC |
| Insight Enterprises, Inc. ×2 申报 | 2017年1月6日 | · | 初始申报 | 并购/出售 | 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.
公司内部人士 56 位内幕人士 · 35 位高管 · 19 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 |
|---|---|---|---|---|---|---|
| Jacob Azagury | Chief Executive Officer | 2026年4月15日 A | · | 0 | 0 | $0 |
| Joyce A Mullen | Chief Executive Officer | 2026年2月20日 M | 77972 | 0 | 0 | $0 |
| Richard A Fennessy | President and CEO | 2009年8月26日 S | 122370 | 0 | 0 | $0 |
| James A. Morgado | Chief Financial Officer | 2026年5月11日 P | 17246 | 1 | 0 | $199825 |
| Helen Johnson | CFO, INA SVP Finance | 2021年2月24日 S | 13677 | 0 | 0 | $0 |
| Stanley Laybourne | CFO | 2007年8月29日 M | 11200 | 0 | 0 | $0 |
| Adrian P Gregory | President, EMEA | 2026年2月20日 M | 8719 | 0 | 0 | $0 |
| Daniel Burger | President INA | 2026年2月20日 M | 24652 | 0 | 0 | $0 |
| Emma Desousa | President, EMEA | 2022年2月20日 A | 8710 | 0 | 0 | $0 |
| Wolfgang Ebermann | EMEA President | 2020年3月10日 P | 43549 | 0 | 0 | $0 |
| Steven W. Dodenhoff | President, North America | 2020年2月20日 A | 61708 | 0 | 0 | $0 |
| Stuart Fenton | President Insight EMEA | 2013年5月10日 S | 0 | 0 | 0 | $0 |
| Mark T Mcgrath | President of Subsidiary | 2009年2月20日 A | 96773 | 0 | 0 | $0 |
| Branson M Smith | President of Subsidiary | 2004年11月29日 M | 0 | 0 | 0 | $0 |
| Dino D Farfante | President of Subsidiary | 2004年11月17日 M | 0 | 0 | 0 | $0 |
| Karim Adatia | General Counsel | 2026年8月28日 S | 0 | 0 | 2 | $-99072 |
| Robert Douglas Green | Chief Digital Officer | 2026年2月20日 M | 9267 | 0 | 0 | $0 |
| Jennifer M Vasin | Chief Human Resources Officer | 2026年2月20日 M | 8389 | 0 | 0 | $0 |
| Rachael A Bertrandt | Chief Accounting Officer | 2026年2月20日 M | 5909 | 0 | 0 | $0 |
| Samuel C Cowley | Gen'l Counsel & Secretary | 2026年2月20日 M | 32509 | 0 | 0 | $0 |
| Sumana Nallapati | Chief Information Officer | 2023年5月15日 M | 617 | 0 | 0 | $0 |
| Jeffery Shumway | Chief Information Officer | 2022年2月20日 M | 11512 | 0 | 0 | $0 |
| Michael Guggemos | Chief Information Officer | 2019年2月20日 A | 28148 | 0 | 0 | $0 |
| Dana A. Leighty | VP, PAO | 2018年2月20日 A | 9713 | 0 | 0 | $0 |
| Steven Robert Andrews | General Counsel and Secretary | 2015年2月26日 S | 14086 | 0 | 0 | $0 |
| David C Olsen | SVP, Controller and PAO | 2012年2月20日 A | 0 | 0 | 0 | $0 |
| Mary E. Sculley | SVP, Human Resources | 2011年5月10日 A | · | 0 | 0 | $0 |
| Stephen Speidel | Sr. Vice President, Operations | 2011年2月20日 A | 29536 | 0 | 0 | $0 |
| Gary M Glandon | Chief People Officer | 2009年2月20日 A | 17118 | 0 | 0 | $0 |
| Karen K Mcginnis | Chief Accounting Officer | 2009年2月20日 A | 40837 | 0 | 0 | $0 |
| Catherine W Eckstein | Chief Marketing Officer | 2008年5月26日 F | 18331 | 0 | 0 | $0 |
| David Rice | Chief Technology Officer | 2008年2月19日 M | 0 | 0 | 0 | $0 |
| Carmela Orlando | VP, GM of Subsidiary | 2006年5月6日 M | 2500 | 0 | 0 | $0 |
| James A Mccoy | SVP of Subsidiary | 2005年2月14日 M | 0 | 0 | 0 | $0 |
| Timothy J Mcgrath | EVP of Subsidiary | 2004年8月26日 A | 0 | 0 | 0 | $0 |
| Janet Foutty | 董事 | 2026年8月30日 M | 917 | 0 | 0 | $0 |
| Thomas Reichert | 董事 | 2026年8月30日 M | 917 | 0 | 0 | $0 |
| Anthony Ibarguen | 董事 | 2026年8月13日 S | 18188 | 0 | 1 | $-619320 |
| Girish D Rishi | 董事 | 2026年5月21日 M | 13557 | 0 | 0 | $0 |
| Catherine Courage | 董事 | 2026年5月21日 M | 12956 | 0 | 0 | $0 |
| Linda Marie Breard | 董事 | 2026年5月21日 M | 13131 | 0 | 0 | $0 |
| Bruce Armstrong | 董事 | 2026年5月21日 M | 15163 | 0 | 0 | $0 |
| Richard E Allen | 董事 | 2026年5月21日 M | 27620 | 0 | 0 | $0 |
| Timothy A Crown | 董事 | 2026年5月21日 M | 93160 | 0 | 0 | $0 |
| Kathleen S Pushor | 董事 | 2025年5月12日 M | 8083 | 0 | 0 | $0 |
| Michael M Fisher | 董事 | 2018年5月10日 M | 19968 | 0 | 0 | $0 |
| Bennett Dorrance | 董事 | 2018年5月10日 M | 49352 | 0 | 0 | $0 |
| Robertson C Jones | 董事 | 2017年5月15日 M | 6605 | 0 | 0 | $0 |
| Larry Gunning | 董事 | 2016年2月10日 M | 11891 | 0 | 0 | $0 |
| Robert F Woods | 董事 | 2011年5月19日 M | 3333 | 0 | 0 | $0 |
| David J Robino | 董事 | 2010年5月9日 M | 6001 | 0 | 0 | $0 |
| Eric J Crown | 董事 | 2007年8月31日 M | 253345 | 0 | 0 | $0 |
| Glynis Bryan | · | 2025年2月12日 M | 102519 | 0 | 0 | $0 |
| Kenneth T Lamneck | · | 2022年1月3日 S | 71741 | 0 | 0 | $0 |
| James D Kebert | · | 2006年6月30日 D | 14000 | 0 | 0 | $0 |
| Robert P Moya | · | 2005年1月3日 M | 0 | 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 54 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 |
|---|---|---|---|---|
| PSCT · Invesco Exchange-Traded Fund Trus... | 1.95% | 64909 SH | 2026年10月2日 | 每日 |
| RZV · Invesco Exchange-Traded Fund Trust | 1.22% | 20973 SH | 2026年10月2日 | 每日 |
| RWJ · Invesco Exchange-Traded Fund Trus... | 0.57% | 69712 SH | 2026年10月2日 | 每日 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.39% | 64091 SH | 2026年8月19日 | 每日 |
| QVMS · Invesco Exchange-Traded Fund Trus... | 0.31% | 4590 SH | 2026年10月2日 | 每日 |
| NUSC · Nushares ETF Trust | 0.28% | 27725 NS | 2026年7月31日 | N-PORT |
| EBIT · Harbor ETF Trust | 0.26% | 240 NS | 2026年7月31日 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.22% | 25160 SH | 2026年8月19日 | 每日 |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.20% | 105623 SH | 2026年8月19日 | 每日 |
| JPSE · J.P. Morgan Exchange-Traded Fund ... | 0.16% | 7371 NS | 2026年7月31日 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.15% | 1035 NS | 2026年7月31日 | N-PORT |
| IWM · iShares Trust | 0.15% | 741803 SH | 2026年9月11日 | 每日 |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.15% | 7826 NS | 2026年7月31日 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.14% | 27299 NS | 2026年7月31日 | N-PORT |
| FYX · First Trust Exchange-Traded Alpha... | 0.13% | 14324 NS | 2026年7月31日 | N-PORT |
| FYT · First Trust Exchange-Traded Alpha... | 0.13% | 1926 NS | 2026年7月31日 | N-PORT |
| RSSL · Global X Funds | 0.12% | 13786 NS | 2026年7月31日 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.11% | 165762 SH | 2026年8月19日 | 每日 |
| PKW · Invesco Exchange-Traded Fund Trust | 0.11% | 10983 SH | 2026年10月2日 | 每日 |
| ESML · iShares Trust | 0.09% | 16408 SH | 2026年9月11日 | 每日 |
| VBR · VANGUARD INDEX FUNDS | 0.08% | 439858 SH | 2026年8月19日 | 每日 |
| VFVA · VANGUARD WELLINGTON FUND | 0.07% | 4680 SH | 2026年8月19日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.07% | 80845 NS | 2026年7月31日 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.06% | 91175 NS | 2026年7月31日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.05% | 59229 NS | 2026年7月31日 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.05% | 720334 SH | 2026年8月19日 | 每日 |
| DFSV · Dimensional ETF Trust | 0.05% | 31704 NS | 2026年7月31日 | N-PORT |
| WSML · iShares Trust | 0.04% | 1723 SH | 2026年9月11日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 346411 SH | 2026年8月19日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.04% | 692899 SH | 2026年8月19日 | 每日 |
| TILT · FlexShares Trust | 0.04% | 5994 NS | 2026年7月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.03% | 19621 SH | 2026年10月2日 | 每日 |
| FAB · First Trust Exchange-Traded Alpha... | 0.03% | 332 NS | 2026年7月31日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.02% | 25242 NS | 2026年7月31日 | N-PORT |
| IGM · iShares Trust | 0.02% | 14195 SH | 2026年9月11日 | 每日 |
| DXUV · Dimensional ETF Trust | 0.02% | 665 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 43538 NS | 2026年7月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 958776 SH | 2026年8月19日 | 每日 |
| ESGV · VANGUARD WORLD FUND | 0.01% | 6346 SH | 2026年8月19日 | 每日 |
| DFSU · Dimensional ETF Trust | 0.01% | 1446 NS | 2026年7月31日 | N-PORT |
| ITOT · iShares Trust | 0.01% | 41326 SH | 2026年9月11日 | 每日 |
| IWV · iShares Trust | 0.01% | 7563 SH | 2026年9月11日 | 每日 |
| DFAU · Dimensional ETF Trust | 0.00% | 4069 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 6113 NS | 2026年7月31日 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.00% | 22769 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2363 SH | 2026年8月19日 | 每日 |
| IJR · iShares Trust | · | 1843297 SH | 2026年9月10日 | 每日 |
| IJS · iShares Trust | · | 269540 SH | 2026年9月8日 | 每日 |
| IWN · iShares Trust | · | 270835 SH | 2026年9月11日 | 每日 |
| XJR · iShares Trust | · | 4169 SH | 2026年8月31日 | 每日 |
| SVAL · iShares Trust | · | 8333 SH | 2026年9月3日 | 每日 |
| ISCB · iShares Trust | · | 1294 SH | 2026年9月11日 | 每日 |
| ISCV · iShares Trust | · | 6397 SH | 2026年9月11日 | 每日 |
| SMLF · iShares Trust | · | 10412 SH | 2026年9月11日 | 每日 |
NSIT 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
评级 · 10 位分析师
买入
中位数目标
$167.50
+4.3%
3 30.0%
强烈买入
4 40.0%
买入
3 30.0%
持有
0 0.0%
卖出
0 0.0%
强烈卖出
12个月价格目标
4 位分析师 · 2026-09-27平均目标 $163.75 +1.9%
现在
当前价格 $160.66
最低$140.00
平均值$163.75
最高$180.00
同行比较（GICS 子行业） 关键指标与行业同行对比
财年依据，价格截至各公司上一个财年末收盘价。
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| NSIT | $2.53B | 16.8 | -5.2% | 1.9% | 9.7% | 21.4% |
| SNX | $15.10B | 15.3 | 6.9% | 1.3% | 10.0% | 7.0% |
| CDW | $17.62B | 16.9 | 6.8% | 4.8% | 42.0% | 21.7% |
| ARW | $5.63B | 10.1 | 10.5% | 1.8% | 9.2% | 11.2% |
| AVT | · | 21.5 | 24.5% | 1.2% | 6.7% | 10.4% |
| INGM | · | 18.6 | 9.5% | · | · | · |
| PLUS | $1.98B | 15.0 | 22.1% | 5.4% | 12.5% | 25.2% |
| CNXN | $1.46B | 17.7 | 2.5% | 2.9% | 9.3% | 18.8% |
| ADIG | · | · | · | · | · | · |
| SCSC | $1.05B | 14.3 | 6.1% | 2.4% | 8.7% | 13.6% |
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来源：SEC 10-Q 于 八月 6, 2026 申报