OOMA Ooma, Inc. Common Stock
关于 Ooma, Inc. Common Stock 公司概况(来自维基百科)
Ooma, Inc. is an American publicly traded telecommunications company based in the Silicon Valley, California area. Ooma offers communications services including Voice over IP (VoIP) calling for business, home and mobile users.
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Ooma, Inc. is an American publicly traded telecommunications company based in the Silicon Valley, California area. Ooma offers communications services including Voice over IP (VoIP) calling for business, home and mobile users.
History
Ooma was founded by Andrew Frame, who previously worked for Cisco Systems, and Michael Cerda. Ooma's initial product was a "VoIP in a box" device that had the capability to use peer-to-peer VoIP technology to let users make phone calls over other Ooma users' landline services. The system worked through a "hub" connected to the main phone line and "scouts" connected to other phones. Due to the potential for privacy issues, Ooma never terminated any calls using the peer-to-peer technology. In January 2008, Ooma officially terminated the option of enabling its peer-to-peer technology.
PC Magazine awarded Ooma the DigitalLife Best of Show award in the hardware innovator category for the Ooma Hub in 2007. Frame stepped down from his role as CEO in 2009 and was replaced by Eric Stang. That same year, Ooma released its Telo system, which consisted of a base system to access unlimited calling and caller ID. In 2009, Ooma received the gold consumer product of the year award as part of the Best in Biz Awards in 2011.
In 2011, it was announced that Ooma's VoIP-In-A-Box was expanding to Canada.
Ooma unveiled its HD2 handset in November 2012. The handset includes one-touch voicemail, an intercom, and baby monitoring features. Ooma also launched Ooma Linx in 2012, which used an AC outlet to connect any phone or fax machine to the Telo base station. In December 2012, Ooma received the Internet Telephony Product of the Year award for developing the Telo, HD2 handset, and Linx. Ooma launched the HD3 handset in December 2017 and the Ooma Telo 4G system with wireless internet connectivity in January 2019.
Ooma worked with West Valley City, Utah, in June 2014 to offer free telephone service to households through a fiber network. In 2015, Ooma was named one of the fastest-growing private companies by the San Francisco Business Times and Silicon Valley Business Journal. That same year, it was a gold winner of the Best of Biz Awards.
Ooma acquired security camera startup Butterfleye in December 2017, custom business communications provider Voxter in March 2018, business communications provider Broadsmart in May 2019 and business communications provider OnSIP in July 2022. On September 22, 2021, Ooma announced in an email message to its camera users that "We're sorry to inform you that the operation, maintenance and support of Ooma Butterfleye and Smart Cam security cameras will be ending. As such, the last day of operation of your camera(s) will be October 22, 2021. After this day, your camera(s) will stop working and will no longer record videos. Any videos you currently access through the Smart Cam App will become unavailable."
Ooma acquired telecommunications platform provider 2600Hz (www.2600hz.com) in October 2023.
Funding
The company's initial funding round raised $7.8 million in 2005. In 2006, Sean Parker invested in the company. Ooma held a Series B funding round in 2007, which raised $12 million. Investors included Worldview Technology Partners and Draper Fisher Jurvetson. In September 2008, Ooma raised $16 million in its Series C funding round.
Ooma raised a $18.3 million Series D funding round in June 2009. Worldview Technology Partners led the round.
In January 2012, Ooma raised a funding round of $17.3 million from investors, including Draper Fisher Jurvetson and Founder's Fund. The company had raised a total of $83.3 million at that time.
Ooma held its IPO in July 2015. The company went public at $13 per share. Ooma raised $85 million from the 5 million shares offered.
Operations
Ooma's service offerings are broken down into two business models: Ooma Telo for personal or home use and business services including Ooma Office, Ooma Office Pro, and Ooma Enterprise.
Ooma Telo
Ooma Telo was released on October 1, 2009. Telo is designed to provide unlimited, free VoIP calls within the United States. It features Bluetooth integration, HD voice, and a cordless DECT 6.0 handset. Existing landline, VoIP, or mobile numbers can be ported to Ooma.
A Premier package adds Multi-Ring, Do Not Disturb, enhanced voicemail service, and Caller ID with Name.
Ooma Office
Launched in 2013, Ooma Office consists of a cloud-based phone system including business applications such as conferencing, virtual fax extensions, and extension dialing. In August 2016, the mobile version of Ooma Office was released. The mobile version does not require the base station unit Ooma Office operates through. Features available through the mobile software include a virtual receptionist, call transferring, local and toll-free numbers, conference bridges, and extension dialing.
In 2020, Ooma introduced Ooma Connect, a base station and adapter that provides a wireless internet connection.
Ooma Office Pro
Launched in 2020, Ooma Office Pro provides all the features of Ooma Office in addition to advanced features including video meetings, call recording, a desktop app (also known as a softphone), robocall blocking, and voicemail transcription.
Ooma Office Pro Plus
Launched in 2022, Ooma Office Pro Plus provides additional features to the Pro tier including: Call Queuing, Hot Desking, Salesforce and Dynamics CRM integrations, Ooma Meetings Recordings, Shared Voicemail Boxes, Expanded Schedules, Call Screening, Digital Call Deflection, and automated texting.
Ooma Enterprise
Launched in 2018, Ooma Enterprise provides a full, customizable unified communications as a service (UCaaS) solution.
Ooma AirDial
Ooma introduced Ooma AirDial in November 2021 to provide replacement for traditional analog copper-wire phone lines, also known as Plain Old Telephone Service or POTS, for devices that require a highly reliable connection, such as fire alarm panels, elevator emergency phones, burglar alarms, building entry system and blue-light campus safety phone.
== References ==
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
OOMA 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
OOMA 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
10年表现 收入、净利润、利润率和每股收益趋势
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?
盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
财务健康 债务、流动性、偿付能力 — 资产负债表强度
成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
资本效率 资产周转率、库存周转率、应收账款周转率
OOMA 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
- 强烈买入 3 23.1%
- 买入 8 61.5%
- 持有 2 15.4%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
5 位分析师 · 2026-08-19收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2027年3月31日 | $0.35 | $0.32 | — |
| 2026年6月30日 | $0.35 | $0.32 | 0.03% |
| 2026年3月31日 | $0.34 | $0.31 | 0.03% |
| 2025年12月31日 | $0.27 | $0.23 | 0.04% |
| 2025年9月30日 | $0.23 | $0.20 | 0.03% |
| 2025年6月30日 | $0.20 | $0.19 | 0.01% |
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 |
|---|---|---|---|---|---|---|
| OOMA | $322M | 51.1 | 6.5% | 2.4% | 7.1% | 61.1% |
| DJCO | $840M | 5.7 | 25.4% | 127.9% | 30.9% | — |
| PAR | $1.47B | -17.4 | 30.2% | -18.5% | -10.0% | 43.5% |
| CCSI | $414M | 5.0 | -0.20% | 24.2% | -1330.5% | 79.8% |
| SPT | — | -15.2 | 12.7% | -9.5% | -22.3% | 77.6% |
| ABTC | — | -10.0 | 158.8% | -82.7% | -30.5% | — |
| YEXT | $880M | 102.3 | 6.1% | 8.5% | 24.3% | 74.5% |
| WEAV | $595M | -20.5 | 17.0% | -11.7% | -34.8% | 72.1% |
| BTBT | $613M | -6.1 | 5.1% | -70.7% | -14.1% | — |
| RMNI | $355M | 9.9 | -1.7% | 8.8% | -132.3% | 60.4% |
| IIIV | — | 45.1 | 16.5% | — | 4.7% | — |
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 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $274M | $257M | $237M | $216M | $192M | $169M | $152M | $129M | $114M | $105M | $89M | $72M | |
| Cost of Revenue | $106M | $101M | $90M | $79M | $74M | $64M | $62M | $53M | $46M | $45M | $42M | $37M | |
| Gross Profit | $167M | $156M | $147M | $138M | $118M | $105M | $89M | $76M | $68M | $59M | $47M | $35M | |
| R&D Expense | $50M | $54M | $50M | $46M | $38M | $36M | $38M | $34M | $29M | $24M | $19M | $12M | |
| SG&A Expense | $34M | $31M | $28M | $28M | $24M | $21M | $21M | $18M | $15M | $15M | $13M | $7M | |
| Operating Expenses | $163M | $163M | $151M | $143M | $120M | $108M | $109M | $92M | $82M | $73M | $60M | $41M | |
| Operating Income | $4M | $-7M | $-4M | $-6M | $-2M | $-3M | $-20M | $-16M | $-14M | $-13M | $-13M | $-6M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $18.0K | $900.0K | $300.0K | |
| Other Non-op | · | · | · | · | · | · | · | · | · | $-43.0K | $-42.0K | $-55.0K | |
| Pretax Income | $4M | $-6M | $-3M | $-5M | $-2M | $-2M | $-19M | $-15M | $-13M | $-13M | $-14M | $-7M | |
| Income Tax | $-2M | $760.0K | $-2M | $-2M | · | $85.0K | $-130.0K | $-384.0K | $3.0K | · | · | $-502.0K | |
| Net Income | $6M | $-7M | $-835.0K | $-4M | $-2M | $-2M | $-19M | $-15M | $-13M | $-13M | $-14M | $-6M | |
| EPS (Basic) | $0.23 | $-0.26 | $-0.03 | $-0.15 | $-0.07 | $-0.11 | · | · | · | · | · | · | |
| EPS (Diluted) | $0.23 | $-0.26 | $-0.03 | $-0.15 | $-0.07 | $-0.11 | · | · | · | · | · | · | |
| Shares (Basic) | 27,550,814 | 26,685,598 | 25,573,288 | 24,506,525 | 23,473,849 | 22,361,312 | · | · | · | · | · | · | |
| Shares (Diluted) | 28,116,327 | 26,685,598 | 25,573,288 | 24,506,525 | 23,473,849 | 22,361,312 | · | · | · | · | · | · | |
| EBITDA | $9M | $-3M | $316.0K | $-2M | $1M | $102.0K | $-17M | $-14M | $-12M | · | $-13M | · |
资产负债表 30
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $20M | $18M | $18M | $24M | $20M | $17M | $12M | $15M | $4M | $4M | $27M | $9M | |
| Short-term Investments | · | · | $0 | $3M | $12M | $11M | $14M | $27M | $47M | $49M | $28M | · | |
| Receivables | $12M | $8M | $10M | $7M | $7M | $5M | $5M | $4M | $3M | $5M | $6M | $4M | |
| Inventory | $16M | $13M | $20M | $26M | $14M | $12M | $8M | $10M | $6M | $6M | $5M | $8M | |
| Prepaid Expense | $19M | $17M | $16M | $14M | $14M | $10M | $9M | $5M | $4M | $2M | $1M | $945.0K | |
| Other Current Assets | $4M | $2M | $1M | $2M | $1M | $395.0K | $1M | $1M | $1M | · | · | · | |
| Current Assets | $67M | $56M | $64M | $75M | $66M | $56M | $48M | $62M | $65M | $67M | $69M | $25M | |
| PP&E (Net) | $13M | $12M | $10M | $8M | $6M | $5M | $5M | $5M | $5M | $4M | $4M | $3M | |
| PP&E (Gross) | $40M | $35M | $32M | $26M | $21M | $17M | $14M | $12M | $12M | $9M | $10M | $7M | |
| Accum. Depreciation | $27M | $23M | $22M | $18M | $15M | $12M | $9M | $8M | $7M | $5M | $6M | $4M | |
| Goodwill | $50M | $23M | $23M | $9M | $4M | $4M | $4M | $4M | $2M | $1M | $1M | $1M | |
| Intangibles | $62M | $22M | $28M | $10M | $4M | $6M | $7M | $3M | $1M | $537.0K | $885.0K | $1M | |
| Other Non-current Assets | $21M | $20M | $18M | $17M | $14M | $12M | $8M | $5M | $336.0K | $252.0K | $888.0K | $1M | |
| Total Assets | $228M | $149M | $159M | $131M | $109M | $89M | $81M | $78M | $73M | $73M | $77M | $31M | |
| Accounts Payable | $8M | $6M | $8M | $13M | $8M | $7M | $8M | $10M | $5M | $6M | $5M | $4M | |
| Accrued Liabilities | · | · | · | · | · | $23M | $23M | $19M | $15M | $12M | $13M | $10M | |
| Short-term Debt | $6M | · | · | · | · | · | · | · | · | · | · | $2M | |
| Current Liabilities | $72M | $52M | $51M | $57M | $47M | $47M | $47M | $45M | $36M | $33M | $33M | $31M | |
| Capital Leases | $11M | $12M | $14M | $14M | $11M | $3M | $5M | · | · | · | · | · | |
| Other Non-current Liabilities | $392.0K | $23.0K | $15.0K | $31.0K | $73.0K | $75.0K | $174.0K | $619.0K | $577.0K | $561.0K | $182.0K | $980.0K | |
| Total Liabilities | $135M | $64M | $81M | $68M | $58M | $50M | $52M | $45M | $36M | $34M | $34M | $43M | |
| Long-term Debt | $52M | $0 | $16M | · | · | · | · | · | · | · | · | · | |
| Total Debt | $6M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | $2.0K | $2.0K | $2.0K | · | |
| Paid-in Capital | $227M | $225M | $211M | $196M | $180M | $167M | $153M | $139M | $128M | $118M | $108M | $6M | |
| Retained Earnings | $-134M | $-140M | $-133M | $-132M | $-129M | $-127M | $-125M | $-106M | $-91M | $-78M | $-65M | $-51M | |
| AOCI | · | $0 | $-1.0K | $-23.0K | $-20.0K | $7.0K | $14.0K | $-10.0K | $-84.0K | $-11.0K | $17.0K | · | |
| Stockholders' Equity | $93M | $85M | $78M | $63M | $51M | $40M | $28M | $33M | $37M | $40M | $43M | $-45M | |
| Liabilities + Equity | $228M | $149M | $159M | $131M | $109M | $89M | $81M | $78M | $73M | $73M | $77M | $31M | |
| Shares Outstanding | 27,400,000 | 27,200,000 | 26,000,000 | 25,000,000 | 23,900,000 | 22,900,000 | 21,700,000 | 20,300,000 | 19,100,000 | 18,000,000 | 16,916,250 | 2,515,065 |
现金流 18
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $2M | $2M | $2M | $1M | $896.0K | |
| Stock-based Comp | $15M | $18M | $15M | $14M | $13M | $12M | $13M | $10M | $11M | $10M | $5M | $426.0K | |
| Deferred Tax | $-3M | · | $-3M | $-2M | · | · | $-144.0K | $-384.0K | · | · | · | $-502.0K | |
| Amort. of Intangibles | $7M | $6M | $4M | $2M | $1M | $1M | $1M | $700.0K | $300.0K | $348.0K | $393.0K | $306.0K | |
| Restructuring | · | · | · | · | · | · | $3M | · | · | · | · | · | |
| Other Non-cash | $4M | $11M | $-3M | $-3M | $-7M | $-8M | $-4M | $-2M | $3M | · | · | · | |
| Operating Cash Flow | $28M | $27M | $12M | $9M | $7M | $4M | $-8M | $-4M | $3M | $385.0K | $-470.0K | $-4M | |
| CapEx | $6M | $6M | $6M | $5M | $4M | $3M | $3M | $2M | $2M | $2M | $3M | $1M | |
| Investing Cash Flow | $-70M | $-6M | $-35M | $-6M | $-5M | $229.0K | $3M | $15M | $-2M | $-23M | · | · | |
| Debt Issued | · | · | $18M | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | $-6M | $-16M | $16M | · | · | · | · | · | · | · | · | · | |
| Stock Issued | $3M | $5M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $1M | $221.0K | $423.0K | |
| Stock Repurchased | $12M | $4M | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-9M | $586.0K | $3M | $3M | $3M | $3M | $3M | $3M | $2M | · | $221.0K | · | |
| Financing Cash Flow | $44M | $-20M | $16M | $2M | $601.0K | $1M | $1M | $-40.0K | $-525.0K | $-839.0K | · | · | |
| Net Change in Cash | $2M | $335.0K | $-7M | $4M | $2M | $6M | $-4M | $11M | $493.0K | $-23M | $18M | $3M | |
| Taxes Paid | $739.0K | $600.0K | $800.0K | $409.0K | $34.0K | · | · | $1.0K | · | $3.0K | · | · | |
| Free Cash Flow | $22M | $20M | $6M | $4M | $2M | $1M | · | · | $695.0K | · | $-3M | · |
盈利能力 8
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 61.1% | 60.7% | 62.2% | 63.7% | 61.6% | 62.0% | 59.0% | 59.2% | 59.5% | · | 52.8% | · | |
| Operating Margin | 1.6% | -2.7% | -1.7% | -2.7% | -1.0% | -1.6% | -13.0% | -12.2% | -12.0% | · | -14.3% | · | |
| Net Margin | 2.4% | -2.7% | -0.35% | -1.7% | -0.91% | -1.4% | -12.4% | -11.3% | -11.5% | · | -15.8% | · | |
| Pretax Margin | 1.6% | -2.4% | -1.2% | -2.5% | -0.91% | -1.4% | -12.5% | -11.6% | · | · | -15.8% | · | |
| EBITDA Margin | 3.2% | -1.0% | 0.13% | -0.92% | 0.62% | 0.06% | -11.3% | -10.5% | -10.3% | · | -14.3% | · | |
| ROA | 3.4% | -4.5% | -0.58% | -3.0% | -1.8% | -2.9% | -23.6% | -19.2% | -17.9% | · | -26.1% | · | |
| ROE | 7.1% | -8.2% | -1.1% | -5.9% | -3.5% | -6.3% | -67.3% | -43.2% | -34.8% | · | 1246.3% | · | |
| ROIC | 6.3% | -9.2% | -1.5% | -6.1% | · | -7.3% | -68.9% | -46.5% | · | · | · | · |
流动性与偿付能力 4
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.1 | 1.2 | 1.3 | 1.4 | 1.2 | 1.0 | 1.4 | 1.8 | · | 2.1 | · | |
| Quick Ratio | 0.4 | 0.5 | 0.5 | 0.6 | 0.8 | 0.7 | 0.7 | 1.0 | 1.5 | · | 1.8 | · | |
| Debt / Equity | 0.1 | · | · | · | · | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | -14.1 | · |
效率 3
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.7 | 1.6 | 1.8 | 1.9 | 2.0 | 1.9 | 1.7 | 1.6 | · | 1.6 | · | |
| Inventory Turnover | 7.3 | 6.1 | 3.9 | 3.9 | 5.7 | 6.2 | 6.7 | 6.5 | 7.8 | · | 6.4 | · | |
| Receivables Turnover | 27.5 | 28.7 | 27.9 | 29.9 | 30.7 | 34.4 | 36.5 | 39.3 | 30.2 | · | 17.7 | · |
增长率 3
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.5% | 8.5% | 9.5% | 12.4% | 13.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.2% | 10.1% | 11.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.1% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 14
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $274M | $257M | $237M | $216M | $192M | $169M | $152M | $129M | $114M | $105M | $89M | · | |
| Net Income TTM | $6M | $-7M | $-835.0K | $-4M | $-2M | $-2M | $-19M | $-15M | $-13M | $-13M | $-14M | · | |
| Market Cap | $322M | $391M | $281M | $359M | $431M | $308M | $285M | $307M | $196M | · | $115M | · | |
| Enterprise Value | $308M | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 51.1 | -55.3 | -360.7 | -95.8 | -257.7 | -122.5 | · | · | · | · | · | · | |
| P/S | 1.2 | 1.5 | 1.2 | 1.7 | 2.2 | 1.8 | 1.9 | 2.4 | 1.7 | · | 1.3 | · | |
| P/B | 3.5 | 4.6 | 3.6 | 5.7 | 8.4 | 7.8 | 10.0 | 9.3 | 5.3 | · | 2.7 | · | |
| P / Tangible Book | · | 9.8 | 10.4 | 8.2 | 10.1 | 10.4 | · | · | · | · | · | · | |
| P / Cash Flow | 11.6 | 14.7 | 22.9 | 40.9 | 64.8 | 70.6 | -37.7 | -78.1 | 61.7 | · | -244.4 | · | |
| P / FCF | 14.6 | 19.4 | 46.0 | 100.9 | 175.9 | 255.6 | · | · | 281.7 | · | -34.2 | · | |
| EV / EBITDA | 35.6 | · | · | · | · | · | · | · | · | · | · | · | |
| EV / FCF | 13.9 | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 1.1 | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 2.0% | -1.8% | -0.28% | -1.0% | -0.39% | -0.82% | · | · | · | · | · | · |
损益表 15
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $81M | $75M | $68M | $66M | $65M | $65M | $65M | $64M | $62M | $62M | $60M | $58M | $57M | $56M | $57M | $53M | |
| Cost of Revenue | $30M | $29M | $27M | $26M | $25M | $25M | $26M | $25M | $24M | $24M | $23M | $22M | $21M | $21M | $21M | $19M | |
| Gross Profit | $51M | $46M | $41M | $40M | $40M | $40M | $39M | $39M | $38M | $38M | $37M | $37M | $36M | $36M | $36M | $34M | |
| R&D Expense | $15M | $13M | $12M | $12M | $12M | $13M | $14M | $14M | $14M | $14M | $13M | $12M | $12M | $12M | $12M | $11M | |
| SG&A Expense | $10M | $10M | $8M | $8M | $8M | $8M | $8M | $7M | $8M | $8M | $8M | $6M | $7M | $7M | $8M | $7M | |
| Operating Expenses | $47M | $44M | $39M | $39M | $40M | $40M | $42M | $40M | $41M | $40M | $38M | $37M | $37M | $36M | $39M | $35M | |
| Operating Income | $4M | $2M | $1M | $916.0K | $-57.0K | $-321.0K | $-2M | $-2M | $-3M | $-2M | $-1M | $6.0K | $-608.0K | $-497.0K | $-3M | $-2M | |
| Pretax Income | $3M | $2M | $1M | $1M | $106.0K | $-356.0K | $-2M | $-2M | $-2M | $-2M | $-751.0K | $538.0K | $-193.0K | $-309.0K | $-3M | $-2M | |
| Income Tax | $156.0K | $-2M | $64.0K | $-118.0K | $247.0K | $-95.0K | $92.0K | $438.0K | $325.0K | $658.0K | $-3M | $267.0K | $133.0K | $108.0K | $49.0K | $-2M | |
| Net Income | $3M | $4M | $1M | $1M | $-141.0K | $-261.0K | $-2M | $-2M | $-2M | $-3M | $2M | $271.0K | $-326.0K | $-417.0K | $-3M | $338.0K | |
| EPS (Basic) | $0.09 | $0.14 | $0.05 | $0.05 | $-0.01 | $-0.01 | $-0.09 | $-0.08 | $-0.08 | $-0.12 | $0.09 | $0.01 | $-0.01 | $-0.02 | $-0.11 | $0.01 | |
| EPS (Diluted) | $0.09 | $0.15 | $0.05 | $0.04 | $-0.01 | $-0.01 | $-0.09 | $-0.08 | $-0.08 | $-0.12 | $0.09 | $0.01 | $-0.01 | $-0.02 | $-0.11 | $0.01 | |
| Shares (Basic) | 27,495,292 | -55,111,582 | 27,621,276 | 27,595,209 | 27,445,911 | -52,933,146 | 26,837,594 | 26,556,754 | 26,224,396 | -50,405,262 | 25,469,997 | 25,330,545 | 25,178,008 | -48,606,579 | 24,608,685 | 24,388,275 | |
| Shares (Diluted) | 28,098,180 | -55,460,094 | 28,005,206 | 28,125,304 | 27,445,911 | -52,933,146 | 26,837,594 | 26,556,754 | 26,224,396 | -51,530,002 | 25,990,264 | 25,935,018 | 25,178,008 | -49,092,068 | 24,608,685 | 24,873,764 | |
| EBITDA | $5M | · | $1M | $916.0K | $887.0K | · | $-2M | $-2M | $-2M | · | $-1M | $6.0K | $455.0K | · | $-3M | $-2M |
资产负债表 29
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $17M | $20M | $22M | $20M | $19M | $18M | $17M | $17M | $16M | · | $19M | $29M | $27M | · | $20M | $16M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | $0 | $495.0K | $987.0K | · | $4M | $6M | |
| Receivables | $12M | $12M | $9M | $9M | $8M | $8M | $8M | $8M | $11M | · | $9M | $9M | $9M | · | $7M | $7M | |
| Inventory | $18M | $16M | $15M | $15M | $14M | $13M | $13M | $15M | $17M | · | $21M | $23M | $25M | · | $22M | $21M | |
| Prepaid Expense | $20M | $19M | $18M | $17M | $16M | $17M | $17M | $16M | $14M | · | $16M | $15M | $14M | · | $15M | $15M | |
| Other Current Assets | $4M | $4M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | · | $2M | $1M | $926.0K | · | · | · | |
| Current Assets | $67M | $67M | $64M | $60M | $57M | $56M | $55M | $56M | $57M | · | $66M | $75M | $76M | · | $68M | $65M | |
| PP&E (Net) | $14M | $13M | $13M | $13M | $12M | $12M | $12M | $11M | $11M | · | $10M | $9M | $8M | · | $8M | $8M | |
| PP&E (Gross) | · | $40M | · | · | · | $35M | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | $27M | · | · | · | $23M | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $50M | $50M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | · | $23M | $9M | $9M | · | $9M | $9M | |
| Intangibles | $59M | $62M | $18M | $19M | $21M | $22M | $24M | $25M | $26M | · | $30M | $9M | $10M | · | $11M | $12M | |
| Other Non-current Assets | $22M | $21M | $20M | $21M | $20M | $20M | $21M | $21M | $21M | · | $18M | $18M | $18M | · | $16M | $15M | |
| Total Assets | $227M | $228M | $153M | $150M | $149M | $149M | $150M | $151M | $155M | · | $163M | $136M | $138M | · | $125M | $123M | |
| Accounts Payable | $14M | $8M | $6M | $7M | $11M | $6M | $7M | $7M | $11M | · | $7M | $13M | $19M | · | $12M | $13M | |
| Short-term Debt | $5M | $6M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $72M | $72M | $52M | $50M | $49M | $52M | $51M | $48M | $49M | · | $54M | $52M | $56M | · | $54M | $54M | |
| Capital Leases | $11M | $11M | $11M | $12M | $12M | $12M | $12M | $13M | $13M | · | $14M | $13M | $14M | · | $11M | $11M | |
| Other Non-current Liabilities | $392.0K | $392.0K | · | · | · | $23.0K | · | · | · | · | $14.0K | $17.0K | · | · | $39.0K | $48.0K | |
| Total Liabilities | $131M | $135M | $63M | $62M | $61M | $64M | $66M | $70M | $74M | · | $85M | $65M | $70M | · | $65M | $65M | |
| Long-term Debt | $48M | $52M | · | · | · | · | $3M | $8M | $12M | · | $18M | · | · | · | · | · | |
| Total Debt | $5M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | · | $5.0K | $5.0K | $5.0K | · | $5.0K | $5.0K | |
| Paid-in Capital | $227M | $227M | $228M | $227M | $228M | $225M | $223M | $219M | $216M | · | $208M | $204M | $200M | · | $192M | $188M | |
| Retained Earnings | $-131M | $-134M | $-138M | $-139M | $-140M | $-140M | $-140M | $-138M | $-135M | · | $-130M | $-132M | $-133M | · | $-132M | $-129M | |
| AOCI | · | · | · | · | · | · | · | · | $-1.0K | · | $-1.0K | $-5.0K | $-11.0K | · | $-60.0K | $-60.0K | |
| Stockholders' Equity | $96M | $93M | $90M | $88M | $88M | $85M | $84M | $82M | $81M | $78M | $78M | $71M | $68M | $63M | $60M | $58M | |
| Liabilities + Equity | $227M | $228M | $153M | $150M | $149M | $149M | $150M | $151M | $155M | · | $163M | $136M | $138M | · | $125M | $123M | |
| Shares Outstanding | · | 27,400,000 | · | · | · | 27,200,000 | · | · | · | · | · | · | · | · | · | · |
现金流 15
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1M | $1M | $1M | $1M | $944.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $998.0K | $889.0K | |
| Stock-based Comp | $3M | $4M | $4M | $4M | $4M | $4M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | $103.0K | $3M | · | · | $0 | $-90.0K | $-2M | |
| Amort. of Intangibles | $3M | $2M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $800.0K | $700.0K | $741.0K | $760.0K | $800.0K | $400.0K | |
| Other Non-cash | $-857.0K | · | · | · | $-1M | · | · | · | $326.0K | · | · | · | $-3M | · | · | · | |
| Operating Cash Flow | $6M | $11M | $7M | $6M | $4M | $8M | $8M | $7M | $4M | $6M | $2M | $4M | $1M | $3M | $2M | $2M | |
| CapEx | $1M | $2M | $1M | $1M | $1M | $2M | $2M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | |
| Investing Cash Flow | $-1M | $-66M | $-1M | $-1M | $-1M | $-2M | $-2M | $-2M | $-1M | $-4M | $-30M | $-2M | $676.0K | $501.0K | $680.0K | $-7M | |
| Net Debt Issued | $-5M | · | · | · | · | · | · | · | $-4M | · | · | · | · | · | · | · | |
| Stock Issued | $1M | $0 | $732.0K | $0 | $2M | $2M | $2M | $167.0K | $1M | $-61.0K | $837.0K | $164.0K | $2M | $720.0K | $1M | $0 | |
| Stock Repurchased | $3M | $3M | $3M | $3M | $2M | $2M | $1M | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-2M | · | · | · | $85.0K | · | · | · | $1M | · | · | · | $2M | · | · | · | |
| Financing Cash Flow | $-8M | $53M | $-3M | $-4M | $-1M | $-5M | $-6M | $-5M | $-4M | $-3M | $18M | $-319.0K | $1M | $297.0K | $676.0K | $-336.0K | |
| Net Change in Cash | $-3M | $-2M | $2M | $570.0K | $1M | $740.0K | $546.0K | $737.0K | $-2M | $-1M | $-10M | $2M | $3M | $4M | $4M | $-5M | |
| Free Cash Flow | $5M | · | · | · | $2M | · | · | · | $2M | · | · | · | $-90.0K | · | · | · |
盈利能力 8
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 62.4% | · | 60.2% | 60.6% | 61.8% | · | 60.3% | 60.4% | 61.0% | · | 61.7% | 62.7% | 63.2% | · | 63.4% | 64.2% | |
| Operating Margin | 4.3% | · | 1.9% | 1.4% | -0.09% | · | -3.5% | -2.5% | -4.4% | · | -1.7% | 0.01% | -1.1% | · | -5.0% | -3.1% | |
| Net Margin | 3.2% | · | 2.1% | 1.9% | -0.22% | · | -3.6% | -3.3% | -3.4% | · | 3.8% | 0.46% | -0.57% | · | -5.0% | 0.64% | |
| Pretax Margin | 3.4% | · | 2.1% | 1.7% | 0.16% | · | -3.5% | -2.6% | -2.9% | · | -1.2% | 0.92% | -0.34% | · | -4.9% | -3.1% | |
| EBITDA Margin | 5.8% | · | 1.9% | 1.4% | 1.4% | · | -3.5% | -2.5% | -2.7% | · | -1.7% | 0.01% | 0.80% | · | -5.0% | -3.1% | |
| ROA | 1.4% | · | 0.92% | 0.83% | -0.09% | · | -1.5% | -1.5% | -1.5% | · | 1.6% | 0.21% | -0.26% | · | -2.4% | 0.30% | |
| ROE | 2.8% | · | 1.6% | 1.5% | -0.17% | · | -2.9% | -2.8% | -2.9% | · | 3.3% | 0.42% | -0.53% | · | -5.2% | 0.65% | |
| ROIC | 3.3% | · | 1.4% | 1.1% | 0.09% | · | -2.9% | -2.5% | -4.0% | · | 4.0% | 0.00% | -1.5% | · | -4.9% | 0.59% |
流动性与偿付能力 3
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | · | 1.2 | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.2 | · | 1.2 | 1.4 | 1.4 | · | 1.3 | 1.2 | |
| Quick Ratio | 0.4 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.7 | 0.7 | · | 0.6 | 0.5 | |
| Debt / Equity | 0.0 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
效率 3
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | 0.5 | |
| Inventory Turnover | 1.9 | · | 1.9 | 1.7 | 1.6 | · | 1.5 | 1.3 | 1.1 | · | 1.1 | 1.0 | 1.1 | · | 1.1 | 1.1 | |
| Receivables Turnover | 7.9 | · | 7.9 | 7.9 | 6.8 | · | 7.5 | 7.6 | 6.4 | · | 7.3 | 7.7 | 7.9 | · | 8.5 | 9.2 |
估值 (TTM) 4
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $280M | · | $264M | $261M | $257M | · | $252M | $245M | $238M | · | $232M | $225M | $217M | · | $209M | $199M | |
| Net Income TTM | $5M | · | $143.0K | $-3M | $-7M | · | $-4M | $-2M | $91.0K | · | $-580.0K | $-3M | $-4M | · | $-4M | $-1M | |
| P/E | 96.0 | · | -1123.0 | -81.3 | -47.0 | · | -74.8 | -173.3 | 706.0 | · | -545.5 | -150.0 | -87.9 | · | -115.9 | -238.6 | |
| Earnings Yield | 1.0% | · | -0.09% | -1.2% | -2.1% | · | -1.3% | -0.58% | 0.14% | · | -0.18% | -0.67% | -1.1% | · | -0.86% | -0.42% |
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
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 收入 | $274M | $257M | $237M | $216M | $192M |
| 毛利率 % | 61.1% | 60.7% | 62.2% | 63.7% | 61.6% |
| 营业利润率 % | 1.6% | -2.7% | -1.7% | -2.7% | -1.0% |
| 净收入 | $6M | $-7M | $-835.0K | $-4M | $-2M |
| 稀释后每股收益 (EPS) | $0.23 | $-0.26 | $-0.03 | $-0.15 | $-0.07 |
资产负债表
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 0.1 | — | — | — | — |
| 流动比率 | 0.9 | 1.1 | 1.2 | 1.3 | 1.4 |
| 速动比率 | 0.4 | 0.5 | 0.5 | 0.6 | 0.8 |
现金流
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 自由现金流 | $22M | $20M | $6M | $4M | $2M |
最新新闻 提及该公司的近期头条新闻
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机构持有人 (13F) 181 家申报者 · $238.5M 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 37 (-1 与上一季度对比) | 17 (-1 与上一季度对比) | 63 (+12 与上一季度对比) | 36 (-9 与上一季度对比) | +228K |
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。
公司内部人士 16 位内幕人士 · 6 位高管 · 11 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 |
|---|---|---|---|---|---|---|
| Eric B Stang | CEO and Pres. | 2026年7月10日 S | 795506 | 0 | 5 | $-1696617 |
| Shigeyuki Hamamatsu | Chief Financial Officer | 2026年6月15日 F | 184227 | 0 | 3 | $-736539 |
| Jenny C Yeh | SVP & Chief Legal Officer | 2026年7月28日 S | 258615 | 0 | 4 | $-376629 |
| Namrata Sabharwal | Chief Accounting Officer | 2026年6月15日 F | 87967 | 0 | 0 | $0 |
| James A. Gustke | SVP of Marketing | 2024年12月8日 F | 26916 | 0 | 0 | $0 |
| Spencer D. Jackson | VP, General Counsel & Sec. | 2018年9月15日 A | 99962 | 0 | 0 | $0 |
| Russell Mann | 董事 | 2026年6月24日 S | 116115 | 0 | 2 | $-367000 |
| William D Pearce | 董事 | 2026年6月10日 S | 181652 | 0 | 1 | $-53940 |
| Susan Butenhoff | 董事 | 2026年6月4日 A | 118483 | 0 | 0 | $0 |
| Judi Hand | 董事 | 2026年6月4日 A | 82071 | 0 | 0 | $0 |
| Andrew H Galligan | 董事 | 2026年6月4日 A | 250824 | 0 | 0 | $0 |
| Peter J Goettner | 董事 | 2026年6月4日 A | 174010 | 0 | 0 | $0 |
| Alison Davis | 董事 | 2020年6月3日 A | 37390 | 0 | 0 | $0 |
| James Wei | 董事 | 2017年3月24日 S | 0 | 0 | 0 | $0 |
| Sean N. Parker | 董事 | 2015年7月22日 C | 51280 | 0 | 0 | $0 |
| Ravi Narula | — | 2021年6月10日 S | 207634 | 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 28 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 |
|---|---|---|---|---|
| GSSC · Goldman Sachs ETF Trust | 0.07% | 36934 NS | 2026年5月31日 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.03% | 51665 NS | 2026年5月31日 | N-PORT |
| RSSL · Global X Funds | 0.01% | 11036 NS | 2026年4月30日 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 1194 NS | 2026年5月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 90306 NS | 2026年4月30日 | N-PORT |
| UWM · ProShares Trust | 0.01% | 932 NS | 2026年5月31日 | N-PORT |
| URTY · ProShares Trust | 0.00% | 943 NS | 2026年5月31日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 856 NS | 2026年5月31日 | N-PORT |
| HDG · ProShares Trust | 0.00% | 24 NS | 2026年5月31日 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 378 NS | 2026年5月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1500 NS | 2026年4月30日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 865 NS | 2026年4月30日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 9643 NS | 2026年4月30日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 2197 NS | 2026年4月30日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 4229 NS | 2026年4月30日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VFMV · VANGUARD WELLINGTON FUND | — | — | 2026年7月30日 | 每日 |
| VFMF · VANGUARD WELLINGTON FUND | — | — | 2026年7月30日 | 每日 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 每日 |
| ITOT · iShares Trust | — | — | 2026年8月4日 | 每日 |
| IWV · iShares Trust | — | — | 2026年8月18日 | 每日 |
| IWO · iShares Trust | — | — | 2026年8月18日 | 每日 |
| IWM · iShares Trust | — | — | 2026年8月18日 | 每日 |
| IWC · iShares Trust | — | — | 2026年8月18日 | 每日 |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 2026年7月13日 | 每日 |