SANM Sanmina Corporation - Common Stock
NASDAQ · Electrical Equipment · 在 SEC EDGAR 上查看 ↗ 收盘 十月 2, 2026 10-K/10-Q 七月 27, 2026
$229.04
· % 处于52周区间
· 高于低点
· 至高点
$118.1052周低点
$288.6852周高点
市值
$12.23B
P/E (TTM)
41.0
EPS (TTM)
$5.59
收入 (TTM)
$12.76B
SANM 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$229.04
市值
$12.23B
P/E (TTM)
41.0
EPS (TTM)
$5.59
收入 (TTM)
$12.76B
ROE (TTM)
11.8%
负债/权益 (MRQ)
0.7
52周区间
$118–$289
SANM 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 |
|---|---|---|
| 2009年8月17日 | 1-for-6 | 反向 |
| 2001年1月9日 | 2-for-1 | 正向 |
| 2000年3月23日 | 2-for-1 | 正向 |
| 1998年6月11日 | 2-for-1 | 正向 |
| 1996年3月12日 | 2-for-1 | 正向 |
关于 Sanmina Corporation - Common Stock 公司概况（来自维基百科）
Sanmina Corporation is an American electronics manufacturing services (EMS) provider headquartered in San Jose, California that serves original equipment manufacturers (OEMs) in communications and computer hardware fields. The firm has nearly 80 manufacturing sites, and is one of the world’s largest independent manufacturers of printed circuit boards and backplanes. As of 2026, it is ranked number 471 in the Fortune 500 list.
History
Sanmina was founded by Jure Sola and Milan Mandarić in 1980 as a manufacturer of printed circuit boards. It later expanded into manufacturing backplanes and backplane subassemblies. By 1989 the company's revenue had grown to around $60 million and it was focused on providing electronics manufacturing services for several customers in the telecommunications industry. That year, Sola led a management buy-out of his co-founder's share in the company with investment from Morgan Stanley and became its president. In 1991, Sola became Sanmina's chairman and CEO.
In the 1990s original equipment manufacturers (OEMs) had increasingly begun outsourcing production to firms like Sanmina. Sola was able to grow the company in the early 1990s by focusing on providing contract manufacturing, and Sanmina established itself as an electronics manufacturer for OEMs. The company increased its annual revenue by more than $20 million over the 5 years following the management buy-out. In February 1993, the company went public.
Merger and name changes
In December 2001, Sanmina merged with SCI Systems of Huntsville, Alabama, for $6 billion in cash, stock, and debt. Although Sanmina was only half as large as SCI at the time, it was in a better cash position because its core telecommunications business was performing well, whereas SCI's lower-margin businesses such as personal computer manufacturing, were struggling. Shortly after, Sanmina-SCI bought E-M Solutions, a bankrupt Fremont, California electronics manufacturer, for $110 million in cash. Then in early 2002, Sanmina acquired Rancho Santa Margarita-based Viking Interworks for $15 million ($10.9 million in cash and 390,000 shares of Sanmina stock worth $10.26 per share at the time).
On November 15, 2012, the company changed its name to Sanmina.
On July 2, 2015, the company announced that it had acquired the CertainSource Technology Group.
Change of leadership
Bob Eulau replaced co-founder Jure Sola becoming the CEO effective October 2, 2017. After this change, Sola assumed the role of Executive Chairman of the Board . Hartmut Liebel assumed the role of CEO in October, 2019. Jure Sola returned again as CEO in August 2020.
Operations
In 2015, the San Jose, California-based company had 38,417 employees in over 27 countries on six continents. It serves clients in the fields of communications, computing, multimedia, semiconductors, defense, aerospace, medical applications, and automotive technology. It provides consulting, design, engineering, logistics, new product introduction, assembly, machining, and fabrication, to produce printed circuit boards, backplanes, electrical cables, injection-molded plastics, enclosures and frames, optics.
On May 11, 2018, Ather Energy, announced it had entered into an agreement with the company to develop and manufacture key components for its maiden scooter and production would take place in the company's facility in Chennai, India.
On March 3, 2021, Astrotech Corporation announced that its Astrotech Technologies, Inc. subsidiary has entered into an agreement with Sanmina Corporation to manufacture its mass spectrometry products. As part of the relationship, Sanmina will manufacture 1st Detect’s TRACER 1000. They have also agreed to manufacture AgLAB’s AgLAB-1000 and BreathTech’s BreathTest-1000 once those products are officially released.
Lawsuits
In 2023, it became known that Sanmina was engaged in ongoing litigation with its former partner, Dialight, concerning the termination of their manufacturing services agreement.
In 2024, the claims against Sanmina for fraudulent inducement proceeded to trial after a New York court rejected Sanmina’s bid to dismiss Dialight’s fraud allegations.
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35000
国家US
10年表现 收入、净利润、利润率和每股收益趋势
收入$8.13B2021-10-02 → 2025-09-27
EPS$4.462021-10-02 → 2025-09-27
自由现金流$473M2021-10-02 → 2025-09-27
净利率2.4%2021-10-02 → 2025-09-27
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 | SANM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E (TTM) | 41.05年均值 ≈16.4 | ≈16.4 | 45.7 | 公允价值 | |
| P/S | 1.55年均值 ≈0.5 | ≈0.5 | 1.8 | 低估 | |
| P/B (市净率) | 4.85年均值 ≈1.8 | ≈1.8 | 3.3 | 低估 | |
| EV / EBITDA (企业价值 / EBITDA) | 24.45年均值 ≈7.9 | ≈7.9 | 12.8 | 低估 | |
| Price / FCF (股价/自由现金流) | 25.85年均值 ≈28.3 | ≈28.3 | · | · | |
| Price / Cash Flow (市现率) | 19.75年均值 ≈10.5 | ≈10.5 | 13.4 | 低估 | |
| EV / Revenue (市值/营收) | 1.45年均值 ≈0.5 | ≈0.5 | · | · | |
| EV / FCF (市值/自由现金流) | 24.55年均值 ≈29.5 | ≈29.5 | · | · | |
| Price / Tangible Book (市净率（有形资产）) | 4.95年均值 ≈1.7 | ≈1.7 | · | · | |
| PEG Ratio (市盈率增长比) | ≈2.2 | · | · | · |
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 | SANM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 毛利率 (TTM) | 9.0%5年均值 ≈8.4% | ≈8.4% | 14.2% | 低于平均水平 | |
| 营业利润率 (TTM) | 4.2%5年均值 ≈4.6% | ≈4.6% | 5.0% | 顶尖 | |
| 息税折旧摊销前利润率 (TTM) | 5.4%5年均值 ≈6.0% | ≈6.0% | 7.0% | 持平 | |
| 税前利润率 (TTM) | 3.6%5年均值 ≈4.2% | ≈4.2% | 4.3% | 顶尖 | |
| 净利润率 (TTM) | 2.4%5年均值 ≈3.1% | ≈3.1% | 3.3% | 持平 | |
| ROA (TTM) | 4.1%5年均值 ≈5.2% | ≈5.2% | 4.0% | 持平 | |
| ROE (TTM) | 11.8%5年均值 ≈11.0% | ≈11.0% | 10.2% | 持平 | |
| ROIC | 9.9%5年均值 ≈11.0% | ≈11.0% | 9.1% | 持平 |
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 | SANM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 负债/股东权益比率 (MRQ) | 0.75年均值 ≈0.1 | ≈0.1 | 0.5 | 高负债 | |
| 流动比率 (MRQ) | 1.85年均值 ≈1.9 | ≈1.9 | 1.9 | 持平 | |
| Quick Ratio (速动比率) | 0.35年均值 ≈0.3 | ≈0.3 | 0.9 | 低流动性 | |
| 长期负债/股东权益 (MRQ) | 0.75年均值 ≈0.1 | ≈0.1 | 0.6 | 高于平均水平 |
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 | SANM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 7.4%5年均值 ≈5.6% | ≈5.6% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 0.87%5年均值 ≈4.5% | ≈4.5% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | 3.2% | · | · | · | |
| EPS YoY | 14.1%5年均值 ≈7.0% | ≈7.0% | · | · | |
| Net Income YoY (净利润同比增长) | 10.5%5年均值 ≈1.9% | ≈1.9% | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率（3年）) | 5.4%5年均值 ≈15.8% | ≈15.8% | · | · | |
| EPS CAGR 5Y (每股收益年复合增长率（5年）) | 18.9% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率（3年）) | 0.76%5年均值 ≈9.8% | ≈9.8% | · | · | |
| Net Income CAGR 5Y (净利润年复合增长率（5年）) | 13.1% | · | · | · |
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 | SANM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 1.55年均值 ≈1.6 | ≈1.6 | 1.3 | 顶尖 | |
| Inventory Turnover (库存周转率) | 4.35年均值 ≈4.7 | ≈4.7 | 4.6 | 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。) | ≈$232.2K | · | · | · |
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
11.0%
下次报告
十一月 02, 2026
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | $3.31 | $2.83 | 17.0% | |
| 2026年3月31日 | $3.16 | $2.45 | 29.2% | |
| 2025年12月31日 | $2.38 | $2.17 | 9.5% | |
| 2025年9月30日 | $1.67 | $1.60 | 4.3% | |
| 2025年6月30日 | $1.53 | $1.45 | 5.9% | |
| 2025年3月31日 | $1.41 | $1.40 | 0.41% |
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 | $8.13B | $7.57B | $8.94B | $7.92B | $6.74B | $6.95B | $8.23B | $7.11B | $6.87B | $6.48B | $6.37B | $6.22B | |
| Cost of Revenue | $7.41B | $6.93B | $8.19B | $7.30B | $6.21B | $6.43B | $7.64B | $6.65B | $6.35B | $5.97B | $5.89B | $5.73B | |
| Gross Profit | $716M | $640M | $743M | $622M | $526M | $517M | $592M | $464M | $520M | $514M | $484M | $488M | |
| R&D Expense | $31M | $29M | $26M | $21M | $21M | $23M | $28M | $31M | $34M | $38M | $33M | $32M | |
| SG&A Expense | $290M | $266M | $255M | $245M | $235M | $241M | $260M | $251M | $252M | $245M | $239M | $242M | |
| Operating Expenses | $362M | $305M | $288M | $273M | $271M | $298M | $306M | $344M | $293M | $289M | $281M | $289M | |
| Operating Income | $355M | $335M | $456M | $349M | $256M | $219M | $286M | $119M | $226M | $225M | $203M | $200M | |
| Interest Expense | · | · | $36M | $22M | $20M | $29M | $31M | $28M | $22M | $25M | $25M | $31M | |
| Other Non-op | $-11M | $-1M | $-20M | $-26M | $44M | $-348.0K | $-11M | $5M | $8M | $4M | $767.0K | $3M | |
| Pretax Income | $339M | $318M | $413M | $302M | $282M | $192M | $246M | $98M | $213M | $205M | $176M | $162M | |
| Income Tax | $73M | $80M | $85M | $62M | $32M | $59M | $104M | $193M | $75M | $17M | $-201M | $-35M | |
| Net Income | $246M | $223M | $310M | $240M | $250M | $133M | $142M | $-96M | $139M | $188M | $377M | $197M | |
| EPS (Basic) | $4.56 | $4.00 | $5.36 | $3.92 | $3.82 | $1.93 | $2.05 | $-1.37 | $1.86 | $2.50 | $4.61 | $2.38 | |
| EPS (Diluted) | $4.46 | $3.91 | $5.18 | $3.81 | $3.72 | $1.88 | $1.97 | $-1.37 | $1.78 | $2.38 | $4.41 | $2.27 | |
| Shares (Basic) | 53,947,000 | 55,592,000 | 57,847,000 | 61,310,000 | 65,318,000 | 69,041,000 | 69,129,000 | 69,833,000 | 74,481,000 | 75,094,000 | 81,818,000 | 82,872,000 | |
| Shares (Diluted) | 55,178,000 | 56,970,000 | 59,815,000 | 63,117,000 | 67,084,000 | 70,793,000 | 71,678,000 | 69,833,000 | 78,128,000 | 78,787,000 | 85,641,000 | 86,731,000 | |
| EBITDA | $474M | $458M | $574M | $458M | $391M | $342M | · | $238M | $345M | $337M | $304M | $297M |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $926M | $626M | $668M | $530M | $650M | $481M | $455M | $420M | $407M | $398M | $412M | $467M | |
| Inventory | $1.99B | $1.44B | $1.48B | $1.68B | $1.04B | $861M | $901M | $1.37B | $1.05B | $946M | $919M | $893M | |
| Prepaid Expense | $125M | $79M | $58M | $62M | $54M | $38M | $41M | $44M | $48M | $57M | $55M | $112M | |
| Current Assets | $4.87B | $3.87B | $3.88B | $3.89B | $3.27B | $2.82B | $2.92B | $3.01B | $2.62B | $2.38B | $2.32B | $2.45B | |
| PP&E (Net) | $682M | $616M | $633M | $575M | $533M | $559M | $631M | $643M | $640M | $618M | $591M | $563M | |
| PP&E (Gross) | $2.75B | $2.58B | $2.50B | $2.34B | $2.25B | $2.21B | $2.20B | $2.22B | $2.18B | $2.11B | $2.09B | $2.09B | |
| Accum. Depreciation | $2.06B | $1.96B | $1.87B | $1.76B | $1.71B | $1.65B | $1.56B | $1.58B | $1.54B | $1.50B | $1.50B | $1.52B | |
| Goodwill | $30M | · | · | · | · | · | $29M | $29M | $59M | $59M | $27M | $26M | |
| Intangibles | · | · | · | · | · | · | · | $3M | $9M | $16M | $17M | $11M | |
| Other Non-current Assets | $109M | $176M | $184M | $160M | $157M | $121M | $74M | $84M | $114M | $118M | $82M | $81M | |
| Total Assets | $5.86B | $4.82B | $4.87B | $4.84B | $4.20B | $3.77B | $3.91B | $4.09B | $3.85B | $3.63B | $3.49B | $3.31B | |
| Accounts Payable | $1.58B | $1.44B | $1.56B | $2.04B | $1.47B | $1.21B | $1.34B | $1.55B | $1.28B | $1.12B | $1.04B | $1.14B | |
| Current Liabilities | $2.82B | $1.94B | $2.03B | $2.47B | $1.79B | $1.52B | $1.68B | $2.40B | $1.62B | $1.40B | $1.38B | $1.53B | |
| Capital Leases | $36M | $45M | $61M | $49M | $39M | $37M | · | · | · | · | · | · | |
| Deferred Tax | $12M | $13M | $3M | $4M | $3M | · | $4M | $5M | $5M | $5M | $5M | $5M | |
| Other Non-current Liabilities | $214M | $221M | $210M | $215M | $254M | $291M | $233M | $196M | $192M | $180M | $168M | $146M | |
| Long-term Debt | $300M | · | · | · | · | $348M | $385M | $393M | $395M | $437M | $427M | $534M | |
| Total Debt | $283M | $300M | $312M | · | $312M | $329M | · | $14M | $391M | $434M | $424M | $387M | |
| Retained Earnings | $-2.46B | $-2.71B | $-2.93B | $-3.24B | $-3.48B | $-3.72B | $-3.86B | $-4.03B | $-3.98B | $-4.12B | $-4.31B | $-4.68B | |
| Treasury Stock | $1.90B | $1.74B | $1.49B | $1.38B | $1.05B | $983M | $804M | $791M | $634M | $457M | $315M | $217M | |
| AOCI | $70M | $67M | $71M | $56M | $41M | $35M | $42M | $74M | $77M | $65M | $67M | $83M | |
| Stockholders' Equity | $2.54B | $2.36B | $2.32B | $1.82B | $1.85B | $1.62B | $1.65B | $1.47B | $1.65B | $1.61B | $1.52B | $1.25B | |
| Liabilities + Equity | $5.86B | $4.82B | $4.87B | $4.84B | $4.20B | $3.77B | $3.91B | $4.09B | $3.85B | $3.63B | $3.49B | $3.31B | |
| Shares Outstanding | 53,404,000 | 53,921,000 | 56,833,000 | 57,394,000 | 64,307,000 | 64,999,000 | 69,720,000 | 67,777,000 | 71,664,000 | 73,031,000 | 78,058,000 | 82,157,000 |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $119M | $122M | $118M | $109M | $110M | $114M | $117M | $119M | $119M | $112M | $101M | $98M | |
| Stock-based Comp | $63M | $57M | $50M | $40M | $35M | $26M | $31M | $33M | $38M | $27M | $21M | $19M | |
| Deferred Tax | $-12M | $30M | $29M | $28M | $28M | $12M | $55M | $174M | $38M | $-17M | $-242M | $-69M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | $7M | $7M | $7M | $2M | $2M | |
| Restructuring | · | · | $6M | $11M | $15M | $27M | $14M | $29M | $1M | $3M | $14M | $13M | |
| Other Non-cash | $204M | $-92M | $-272M | $-86M | $-109M | $7M | · | $-73M | $-82M | $80M | $-81M | $63M | |
| Operating Cash Flow | $621M | $340M | $235M | $331M | $338M | $301M | $383M | $156M | $251M | $390M | $175M | $307M | |
| CapEx | $147M | $111M | $191M | $139M | $73M | $66M | $135M | $119M | $112M | $120M | $119M | $70M | |
| Investing Cash Flow | $-108M | $-114M | $-192M | $-132M | $-91M | $-64M | $-128M | $-116M | $-108M | $-175M | $-102M | · | |
| Debt Issued | · | · | $0 | $350M | $0 | $0 | $375M | $0 | $0 | $0 | $0 | $370M | |
| Net Debt Issued | · | · | $0 | $350M | $0 | $0 | · | · | · | $0 | $-124M | $-52M | |
| Stock Repurchased | · | · | · | $331M | $64M | $179M | $13M | $158M | $177M | $142M | $123M | $76M | |
| Net Stock Activity | · | · | · | $-331M | $-64M | $-179M | · | $-158M | $-177M | $-142M | $-123M | $-76M | |
| Financing Cash Flow | $-174M | $-270M | $95M | $-314M | $-77M | $-210M | $-220M | $-28M | $-135M | $-231M | $-127M | · | |
| Net Change in Cash | $340M | $-42M | $138M | $-120M | $170M | $26M | $35M | $13M | $8M | $-14M | $-54M | $64M | |
| Taxes Paid | $99M | $69M | $57M | $48M | $33M | $31M | $32M | $35M | $20M | $29M | $45M | $29M | |
| Free Cash Flow | $473M | $229M | $44M | $192M | $265M | $235M | · | $38M | $139M | $270M | $56M | $238M | |
| Levered FCF | · | · | $15M | $174M | $248M | $214M | · | $65M | $125M | $247M | $2M | $200M |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 8.8% | 8.5% | 8.3% | 7.9% | 8.2% | 7.5% | · | 6.5% | 7.6% | 7.9% | 7.6% | 7.9% | |
| Operating Margin | 4.4% | 4.4% | 5.1% | 4.4% | 4.2% | 3.3% | · | 1.7% | 3.3% | 3.5% | 3.2% | 3.2% | |
| Net Margin | 3.0% | 2.9% | 3.5% | 3.0% | 4.0% | 2.0% | · | -1.3% | 2.0% | 2.9% | 5.9% | 3.2% | |
| Pretax Margin | 4.2% | 4.2% | 4.6% | 3.8% | 4.5% | 2.9% | · | 1.4% | 3.1% | 3.2% | 2.8% | 2.6% | |
| EBITDA Margin | 5.8% | 6.0% | 6.4% | 5.8% | 5.8% | 4.9% | · | 3.4% | 5.0% | 5.2% | 4.8% | 4.8% | |
| ROA | 4.6% | 4.6% | 6.4% | · | 6.6% | 3.6% | · | -2.4% | 3.7% | 5.3% | 11.1% | 6.2% | |
| ROE | 9.9% | 9.5% | 13.5% | · | 14.6% | 8.5% | · | -6.5% | 8.5% | 12.0% | 27.3% | 16.9% | |
| ROIC | 9.9% | 9.4% | 13.7% | · | 11.2% | 8.1% | · | -7.9% | 7.2% | 10.1% | 22.4% | 14.9% |
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 | 1.7 | 2.0 | 1.9 | · | 1.9 | 1.9 | · | 1.3 | 1.6 | 1.7 | 1.7 | 1.6 | |
| Quick Ratio | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.3 | · | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | · | 0.0 | 0.2 | 0.3 | 0.3 | 0.3 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | · | 0.0 | 0.2 | 0.3 | 0.3 | 0.3 | |
| Interest Coverage | · | · | 12.6 | 15.6 | 14.4 | 7.9 | · | 4.3 | 10.3 | 9.0 | 8.1 | 6.5 |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.6 | 1.8 | · | 1.6 | 1.8 | · | 1.8 | 1.8 | 1.8 | 1.9 | 2.0 | |
| Inventory Turnover | 4.3 | 4.7 | 5.2 | · | 6.4 | 7.3 | · | 5.5 | 6.4 | 6.4 | 6.5 | 6.8 |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $47.55 | $43.80 | $40.80 | · | $29.21 | $25.08 | · | $21.73 | $22.99 | $22.04 | $19.48 | $15.18 | |
| Revenue / Share | $147.31 | $132.85 | $149.38 | $125.48 | $100.72 | $98.32 | · | $101.82 | $87.91 | $82.26 | $74.43 | $71.66 | |
| Cash Flow / Share | $11.25 | $5.97 | $3.93 | $5.24 | $5.04 | $4.25 | · | $2.24 | $3.21 | $4.95 | $2.04 | $3.54 | |
| Cash / Share | $17.34 | $11.61 | $11.75 | · | $10.11 | $7.39 | · | $6.19 | $5.67 | $5.45 | $5.28 | $5.68 | |
| EPS (TTM) | $4.46 | $3.91 | $5.18 | $3.81 | $3.72 | $1.88 | $1.97 | $-1.37 | $1.78 | $2.38 | $4.41 | $2.27 |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.4% | -15.3% | 12.8% | 17.5% | -3.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.87% | 4.0% | 8.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 14.1% | -24.5% | 36.0% | 2.4% | 97.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 5.4% | 1.7% | 40.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 18.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 10.5% | -28.2% | 28.9% | -3.7% | 87.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 0.76% | -3.8% | 32.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.1% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.13B | $7.57B | $8.94B | $7.92B | $6.74B | $6.95B | $8.23B | $7.11B | $6.87B | $6.48B | $6.37B | $6.22B | |
| Net Income TTM | $246M | $223M | $310M | $240M | $250M | $133M | $142M | $-96M | $139M | $188M | $377M | $197M | |
| Market Cap | $6.09B | $3.71B | $3.08B | $2.64B | $2.52B | $1.73B | · | $1.87B | $2.66B | $2.08B | $1.67B | $1.77B | |
| Enterprise Value | $5.45B | $3.39B | $2.73B | · | $2.18B | $1.57B | · | $1.47B | $2.65B | $2.11B | $1.68B | $1.69B | |
| P/E | 25.6 | 17.6 | 10.5 | 12.1 | 10.5 | 14.1 | 16.3 | -20.1 | 20.9 | 12.0 | 4.8 | 9.5 | |
| P/S | 0.7 | 0.5 | 0.3 | 0.3 | 0.4 | 0.2 | · | 0.3 | 0.4 | 0.3 | 0.3 | 0.3 | |
| P/B | 2.4 | 1.6 | 1.3 | · | 1.3 | 1.1 | · | 1.3 | 1.6 | 1.3 | 1.1 | 1.4 | |
| P / Tangible Book | 2.4 | 1.6 | 1.3 | 1.5 | 1.4 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 9.8 | 10.9 | 13.1 | 8.0 | 7.4 | 5.7 | · | 12.0 | 10.6 | 5.3 | 9.5 | 5.8 | |
| P / FCF | 12.9 | 16.2 | 70.4 | 13.8 | 9.5 | 7.4 | · | 49.8 | 19.1 | 7.7 | 29.9 | 7.5 | |
| EV / EBITDA | 11.5 | 7.4 | 4.8 | · | 5.6 | 4.6 | · | 6.2 | 7.7 | 6.3 | 5.5 | 5.7 | |
| EV / FCF | 11.5 | 14.8 | 62.3 | · | 8.2 | 6.7 | · | 39.0 | 19.0 | 7.8 | 30.1 | 7.1 | |
| EV / Revenue | 0.7 | 0.4 | 0.3 | · | 0.3 | 0.2 | · | 0.2 | 0.4 | 0.3 | 0.3 | 0.3 | |
| Earnings Yield | 3.9% | 5.7% | 9.5% | 8.3% | 9.5% | 7.1% | 6.1% | -5.0% | 4.8% | 8.4% | 20.6% | 10.5% |
损益表
| 指标 | 趋势 | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.46B | $4.01B | $3.19B | $2.10B | $2.04B | $1.98B | $2.01B | $2.02B | $1.84B | $1.83B | $1.87B | $2.05B | $2.32B | $2.36B | $2.49B | |
| Cost of Revenue | $3.10B | $3.66B | $2.95B | $1.91B | $1.86B | $1.81B | $1.84B | $1.85B | $1.69B | $1.68B | $1.71B | $1.88B | $2.13B | $2.16B | $2.30B | |
| Gross Profit | $363M | $354M | $242M | $191M | $181M | $176M | $168M | $171M | $154M | $155M | $161M | $173M | $191M | $195M | $190M | |
| R&D Expense | $8M | $8M | $9M | $9M | $8M | $7M | $7M | $8M | $8M | $6M | $6M | $8M | $6M | $6M | $6M | |
| SG&A Expense | $109M | $114M | $115M | $74M | $70M | $76M | $71M | $70M | $62M | $69M | $65M | $62M | $63M | $61M | $60M | |
| Operating Expenses | $142M | $197M | $169M | $113M | $85M | $85M | $79M | $82M | $71M | $79M | $73M | $74M | $71M | $67M | $76M | |
| Operating Income | $221M | $157M | $74M | $78M | $96M | $92M | $89M | $90M | $82M | $76M | $88M | $99M | $121M | $128M | $114M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $8M | $8M | · | $9M | $9M | · | |
| Other Non-op | $-7M | $-2M | $5M | $-4M | $-4M | $-2M | $-729.0K | $-564.0K | $-3M | $3M | $-1M | $-8M | $-3M | $-7M | $-29M | |
| Pretax Income | $192M | $131M | $62M | $73M | $91M | $88M | $86M | $87M | $75M | $74M | $82M | $87M | $111M | $116M | $77M | |
| Income Tax | $66M | $33M | $10M | $21M | $19M | $18M | $15M | $19M | $20M | $19M | $21M | $21M | $26M | $21M | $341.0K | |
| Net Income | $117M | $94M | $49M | $48M | $69M | $64M | $65M | $61M | $52M | $52M | $57M | $62M | $80M | $92M | $77M | |
| EPS (Basic) | $2.17 | $1.72 | $0.91 | $0.90 | $1.28 | $1.18 | $1.20 | $1.12 | $0.93 | $0.94 | $1.01 | $1.08 | $1.37 | $1.59 | $1.37 | |
| EPS (Diluted) | $2.12 | $1.70 | $0.89 | $0.88 | $1.26 | $1.16 | $1.16 | $1.09 | $0.91 | $0.93 | $0.98 | $1.04 | $1.33 | $1.54 | $1.31 | |
| Shares (Basic) | 53,861,000 | 54,331,000 | 54,160,000 | · | 53,614,000 | 54,405,000 | 54,206,000 | · | 55,466,000 | 55,585,000 | 56,538,000 | · | 58,269,000 | 57,727,000 | · | |
| Shares (Diluted) | 55,133,000 | 55,108,000 | 55,519,000 | · | 54,493,000 | 55,511,000 | 55,853,000 | · | 56,711,000 | 56,669,000 | 58,240,000 | · | 59,819,000 | 59,867,000 | · | |
| EBITDA | $269M | · | $113M | · | $96M | $92M | $120M | · | $82M | $76M | $118M | · | $121M | $157M | · |
资产负债表
| 指标 | 趋势 | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.84B | $1.58B | $1.42B | $926M | $798M | $647M | $642M | $626M | $658M | $651M | $632M | · | $718M | $735M | · | |
| Inventory | $3.15B | $3.03B | $3.05B | $1.99B | $1.59B | $1.55B | $1.43B | $1.44B | $1.38B | $1.38B | $1.39B | · | $1.55B | $1.70B | · | |
| Prepaid Expense | $322M | $306M | $307M | $125M | $123M | $104M | $67M | $79M | $82M | $75M | $60M | · | $69M | $81M | · | |
| Current Assets | $7.83B | $7.61B | $7.85B | $4.87B | $4.30B | $4.07B | $3.88B | $3.87B | $3.69B | $3.70B | $3.63B | · | $4.03B | $4.31B | · | |
| PP&E (Net) | $1.05B | $993M | $955M | $682M | $630M | $609M | $605M | $616M | $630M | $641M | $635M | · | $617M | $591M | · | |
| PP&E (Gross) | · | · | · | $2.75B | · | · | · | $2.58B | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $2.06B | · | · | · | $1.96B | · | · | · | · | · | · | · | |
| Goodwill | $122M | $359M | $307M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $418M | $379M | $308M | $139M | $136M | $135M | $177M | $176M | $177M | $178M | $178M | · | $181M | $172M | · | |
| Total Assets | $9.74B | $9.67B | $9.80B | $5.86B | $5.22B | $4.97B | $4.81B | $4.82B | $4.66B | $4.69B | $4.62B | · | $5.03B | $5.27B | · | |
| Accounts Payable | $2.45B | $2.51B | $2.35B | $1.58B | $1.43B | $1.35B | $1.39B | $1.44B | $1.43B | $1.44B | $1.42B | · | $1.83B | $2.14B | · | |
| Current Liabilities | $4.40B | $4.44B | $4.62B | $2.82B | $2.25B | $2.07B | $1.88B | $1.94B | $1.82B | $1.85B | $1.82B | · | $2.25B | $2.59B | · | |
| Capital Leases | $213M | $203M | $147M | $36M | $38M | $36M | $39M | $45M | $48M | $51M | $57M | · | $66M | $57M | · | |
| Deferred Tax | · | · | · | $12M | · | · | · | $13M | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $626M | $615M | $526M | $214M | $212M | $207M | $212M | $221M | $201M | $208M | $214M | · | $236M | $223M | · | |
| Long-term Debt | $2.17B | $2.17B | $2.17B | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $1.96B | · | $2.00B | · | $287M | $291M | $296M | · | $300M | $304M | $308M | · | · | $325M | · | |
| Retained Earnings | · | · | · | $-2.46B | · | · | · | $-2.71B | · | · | · | · | · | · | · | |
| Treasury Stock | · | · | · | $1.90B | · | · | · | $1.74B | · | · | · | · | · | · | · | |
| AOCI | · | · | · | $70M | $71M | $66M | $65M | $67M | $69M | $70M | $68M | · | $61M | $63M | · | |
| Stockholders' Equity | $2.76B | $2.61B | $2.66B | $2.54B | $2.47B | $2.40B | $2.42B | $2.36B | $2.34B | $2.33B | $2.27B | $2.32B | $2.22B | $2.14B | $1.82B | |
| Liabilities + Equity | $9.74B | $9.67B | $9.80B | $5.86B | $5.22B | $4.97B | $4.81B | $4.82B | $4.66B | $4.69B | $4.62B | · | $5.03B | $5.27B | · | |
| Shares Outstanding | · | · | · | 53,404,000 | · | · | · | 53,921,000 | · | · | · | · | · | · | · |
现金流
| 指标 | 趋势 | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $48M | $47M | $40M | $30M | $30M | $28M | $32M | $32M | $30M | $30M | $31M | $31M | $29M | $29M | $27M | |
| Stock-based Comp | $25M | $24M | $24M | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $13M | $13M | $13M | $12M | $12M | |
| Deferred Tax | $9M | $50M | $-3M | $-19M | $2M | $-802.0K | $5M | $16M | $7M | $2M | $6M | $8M | $5M | $9M | $12M | |
| Amort. of Intangibles | $2M | $2M | $1M | · | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Restructuring | $2M | $794.0K | $670.0K | · | $473.0K | $990.0K | $1M | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | · | $70M | · | · | · | $-54M | · | · | · | $20M | · | · | $-104M | · | |
| Operating Cash Flow | $124M | $399M | $179M | $199M | $201M | $157M | $64M | $52M | $90M | $72M | $126M | $77M | $65M | $37M | $82M | |
| CapEx | $101M | $57M | $87M | $62M | $37M | $31M | $17M | $23M | $24M | $30M | $34M | $39M | $63M | $37M | $48M | |
| Investing Cash Flow | $142M | $-58M | $-1.43B | $-63M | $-33M | $4M | $-17M | $-26M | $-23M | $-30M | $-35M | $-38M | $-64M | $-37M | $-48M | |
| Debt Issued | $0 | $0 | $2.20B | · | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | · | $2.20B | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | $13M | $8M | · | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $-8M | · | |
| Financing Cash Flow | $-4M | $-182M | $1.76B | $-8M | $-19M | $-118M | $-29M | $-60M | $-59M | $-22M | $-128M | $-26M | $-18M | $204M | $5M | |
| Net Change in Cash | $261M | $159M | $501M | $128M | $151M | $44M | $17M | $-32M | $7M | $19M | $-36M | $11M | $-17M | $205M | $37M | |
| Taxes Paid | $24M | $40M | $23M | $31M | $32M | $16M | $19M | $17M | $14M | $18M | $20M | $12M | $19M | $10M | $14M | |
| Free Cash Flow | · | · | $92M | · | · | · | $47M | · | · | · | $92M | · | · | $164.0K | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $86M | · | · | $-7M | · |
盈利能力
| 指标 | 趋势 | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 10.5% | · | 7.6% | · | 8.9% | 8.9% | 8.4% | · | 8.3% | 8.4% | 8.6% | · | 8.2% | 8.3% | · | |
| Operating Margin | 6.4% | · | 2.3% | · | 4.7% | 4.6% | 4.4% | · | 4.5% | 4.1% | 4.7% | · | 5.2% | 5.5% | · | |
| Net Margin | 3.4% | · | 1.6% | · | 3.4% | 3.2% | 3.2% | · | 2.8% | 2.9% | 3.0% | · | 3.4% | 3.9% | · | |
| Pretax Margin | 5.5% | · | 1.9% | · | 4.5% | 4.5% | 4.3% | · | 4.0% | 4.1% | 4.4% | · | 4.8% | 4.9% | · | |
| EBITDA Margin | 7.8% | · | 3.5% | · | 4.7% | 4.6% | 6.0% | · | 4.5% | 4.1% | 6.3% | · | 5.2% | 6.7% | · | |
| ROA | 1.6% | · | 0.67% | · | 1.4% | 1.3% | 1.4% | · | 1.1% | 1.1% | 1.1% | · | · | 1.9% | · | |
| ROE | 4.5% | · | 1.9% | · | 2.9% | 2.7% | 2.8% | · | 2.2% | 2.3% | 2.6% | · | · | 4.6% | · | |
| ROIC | 3.1% | · | 1.3% | · | 2.8% | 2.7% | 2.7% | · | 2.3% | 2.1% | 2.5% | · | · | 4.3% | · |
流动性与偿付能力
| 指标 | 趋势 | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | · | 1.7 | · | 1.9 | 2.0 | 2.1 | · | 2.0 | 2.0 | 2.0 | · | · | 1.7 | · | |
| Quick Ratio | 0.4 | · | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | · | 0.3 | · | |
| Debt / Equity | 0.7 | · | 0.8 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | 0.2 | · | |
| LT Debt / Equity | 0.7 | · | 0.8 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | 0.2 | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 9.2 | 10.4 | · | 13.0 | 14.8 | · |
效率
| 指标 | 趋势 | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | · | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | · | 0.5 | · | |
| Inventory Turnover | 1.3 | · | 1.3 | · | 1.3 | 1.2 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | · | 1.5 | · |
每股
| 指标 | 趋势 | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $62.83 | · | $57.45 | · | $37.46 | $35.74 | $35.92 | · | $32.47 | $32.36 | $32.19 | · | $38.79 | $39.35 | · | |
| Cash Flow / Share | · | · | $3.22 | · | · | · | $1.14 | · | · | · | $2.16 | · | · | $0.62 | · | |
| EPS (TTM) | $5.59 | $4.73 | $4.19 | · | $4.67 | $4.32 | $4.09 | · | $3.86 | $4.23 | $4.69 | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $12.76B | $11.34B | $9.31B | · | $8.05B | $7.85B | $7.70B | · | $7.60B | $7.97B | $8.45B | · | · | · | · | |
| Net Income TTM | $308M | $260M | $230M | · | $259M | $242M | $230M | · | $223M | $248M | $279M | · | · | · | · | |
| P/E | 42.3 | 27.7 | 36.8 | · | 21.0 | 17.7 | 18.7 | · | 17.2 | 14.7 | 11.0 | · | · | · | · | |
| Earnings Yield | 2.4% | 3.6% | 2.7% | · | 4.8% | 5.6% | 5.3% | · | 5.8% | 6.8% | 9.1% | · | · | · | · |
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 | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| 收入 | $8.13B | $7.57B | $8.94B | $7.92B | · |
| 毛利率 % | 8.8% | 8.5% | 8.3% | 7.9% | · |
| 营业利润率 % | 4.4% | 4.4% | 5.1% | 4.4% | · |
| 净收入 | $246M | $223M | $310M | $240M | · |
| 稀释后每股收益 (EPS) | $4.46 | $3.91 | $5.18 | $3.81 | · |
| 指标 | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 0.1 | 0.1 | 0.1 | · | · |
| 流动比率 | 1.7 | 2.0 | 1.9 | · | · |
| 速动比率 | 0.3 | 0.3 | 0.3 | · | · |
| 指标 | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| 自由现金流 | $473M | $229M | $44M | $192M | · |
机构持有人 (13F) 607 家申报者 · $13.6B 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
607
持有价值
$13.6B
新仓位
170
已退出持仓
50
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 |
|---|---|---|---|---|
| 170 (+75 与上一季度对比) | 50 (-17 与上一季度对比) | 152 (-15 与上一季度对比) | 208 (+45 与上一季度对比) | -192K |
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 |
|---|---|---|---|---|
| FMR LLC | $2032879243 | 8032556 | 14.94% | 股份 |
| BlackRock, Inc. | $1390702104 | 5495109 | 10.22% | 股份 |
| VANGUARD GROUP INC | $1017844823 | 6782467 | 7.48% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $772154419 | 3051029 | 5.68% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $589092545 | 2327693 | 4.33% | 股份 |
| Invesco Ltd. | $548365786 | 2166769 | 4.03% | 股份 |
| STATE STREET CORP | $429297326 | 1696291 | 3.16% | 股份 |
| JANE STREET GROUP, LLC | $385058942 | 1521491 | 2.83% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $339646678 | 1342197 | 2.50% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $305281717 | 1206012 | 2.24% | 股份 |
| ADVANCED MICRO DEVICES INC | $291308240 | 1151052 | 2.14% | 股份 |
| MORGAN STANLEY | $223104716 | 881557 | 1.64% | 股份 |
| D. E. Shaw & Co., Inc. | $214278028 | 846681 | 1.58% | 股份 |
| Fisher Asset Management, LLC | $194288984 | 767697 | 1.43% | 股份 |
| BANK OF AMERICA CORP /DE/ | $189012334 | 746848 | 1.39% | 股份 |
| EARNEST PARTNERS LLC | $177068940 | 699656 | 1.30% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $174217235 | 688388 | 1.28% | 股份 |
| Allianz Asset Management GmbH | $173994271 | 687507 | 1.28% | 股份 |
| NORGES BANK | $167616656 | 662307 | 1.23% | 股份 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $138365163 | 546725 | 1.02% | 股份 |
| NORTHERN TRUST CORP | $129788029 | 512834 | 0.95% | 股份 |
| Alyeska Investment Group, L.P. | $127569276 | 504067 | 0.94% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $118964050 | 470065 | 0.87% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $110853342 | 438017 | 0.81% | 股份 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $99746420 | 394130 | 0.73% | 股份 |
| CITADEL ADVISORS LLC | $99077277 | 391486 | 0.73% | 股份 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $95692357 | 378111 | 0.70% | 股份 |
| Capital World Investors | $92186668 | 364259 | 0.68% | 股份 |
| JPMORGAN CHASE & CO | $89554168 | 370093 | 0.66% | 股份 |
| HENNESSY ADVISORS INC | $87919992 | 347400 | 0.65% | 股份 |
| Bank of New York Mellon Corp | $87522025 | 345828 | 0.64% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $85842458 | 339191 | 0.63% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $81174651 | 320747 | 0.60% | 股份 |
| GOLDMAN SACHS GROUP INC | $75159978 | 296982 | 0.55% | 股份 |
| Global Alpha Capital Management Ltd. | $74996968 | 296337 | 0.55% | 股份 |
| Allspring Global Investments Holdings, LLC | $74115344 | 300805 | 0.54% | 股份 |
| Connor, Clark & Lunn Investment Management Ltd. | $71410065 | 282164 | 0.52% | 股份 |
| NEW YORK STATE COMMON RETIREMENT FUND | $68574557 | 270960 | 0.50% | 股份 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $64860101 | 256283 | 0.48% | 股份 |
| SEI INVESTMENTS CO | $61772276 | 244082 | 0.45% | 股份 |
| Qube Research & Technologies Ltd | $53069611 | 209695 | 0.39% | 股份 |
| Nuveen, LLC | $49160264 | 194248 | 0.36% | 股份 |
| Madison Avenue Partners, LP | $47660532 | 188322 | 0.35% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $45754333 | 180790 | 0.34% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $41949023 | 165754 | 0.31% | 股份 |
| WELLS FARGO & COMPANY/MN | $40722179 | 160906 | 0.30% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $38594700 | 152500 | 0.28% | 买入期权 |
| JANE STREET GROUP, LLC | $38544084 | 152300 | 0.28% | 买入期权 |
| RHUMBLINE ADVISERS | $36097248 | 142632 | 0.27% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $34933392 | 138033 | 0.26% | 股份 |
公司内部人士 47 位内幕人士 · 21 位高管 · 26 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 |
|---|---|---|---|---|---|---|
| Jure Sola | Chairman & CEO | 2026年5月6日 S | 1227573 | 0 | 1 | $-27087333 |
| Hartmut Liebel | CEO | 2020年7月15日 F | 78084 | 0 | 0 | $0 |
| Michael Joseph Clarke | CEO | 2018年10月15日 A | 157395 | 0 | 0 | $0 |
| Robert K Eulau | CEO | 2017年11月17日 F | 388256 | 0 | 0 | $0 |
| Jonathan P Faust | EVP & CFO | 2026年5月29日 S | 77000 | 0 | 3 | $-4283099 |
| Kurt Adzema | EVP & CFO | 2023年11月16日 F | 59889 | 0 | 0 | $0 |
| David Robert Anderson | EVP & CFO | 2019年2月19日 M | 82000 | 0 | 0 | $0 |
| David L White | Exec VP Finance & CFO | 2009年1月16日 F | 244841 | 0 | 0 | $0 |
| Mark Lustig | Acting CFO | 2004年3月31日 A | 2805 | 0 | 0 | $0 |
| Rick R Ackel | Exec VP & CFO | 2004年1月8日 M | 0 | 0 | 0 | $0 |
| Hari Pillai | President and COO | 2010年11月15日 A | 253639 | 0 | 0 | $0 |
| Joseph R Bronson | President & COO | 2008年2月28日 P | 300000 | 0 | 0 | $0 |
| Alan Mcwilliams Reid | EVP, Global Human Resources | 2026年5月26日 S | 24481 | 0 | 6 | $-2724255 |
| Vishnu Venkatesh | SVP, Global Controller & Chief Accounting Officer | 2026年4月30日 S | 18500 | 0 | 2 | $-587380 |
| Charlie Mason | EVP & Global Sales | 2026年2月5日 S | 26666 | 0 | 1 | $-1935812 |
| Brent Billinger | SVP & Corporate Controller | 2024年1月2日 F | 16504 | 0 | 0 | $0 |
| YOUNG DENNIS | Exec VP Worldwide Sales | 2021年5月28日 S | 5000 | 0 | 0 | $0 |
| Charles Kostalnick II | EVP and Chief Business Officer | 2016年5月16日 M | 47500 | 0 | 0 | $0 |
| Todd B Schull | SVP & Controller | 2012年11月27日 S | 22500 | 0 | 0 | $0 |
| David L Pulatie | Exec VP, Human Resources | 2011年11月15日 A | 35000 | 0 | 0 | $0 |
| Walter J Hussey | Pres Technology Components | 2008年2月29日 P | 100000 | 0 | 0 | $0 |
| Susan A Johnson | 董事 | 2026年9月17日 S | 10123 | 0 | 2 | $-48378 |
| David V Hedley III | 董事 | 2026年5月1日 S | 7376 | 0 | 2 | $-275965 |
| Joseph G Licata Jr | 董事 | 2026年4月29日 S | 27809 | 0 | 2 | $-5606040 |
| Mythili Sankaran | 董事 | 2026年3月16日 A | 6214 | 0 | 1 | $-499733 |
| Michael J Loparco | 董事 | 2026年3月16日 A | 5500 | 1 | 0 | $99722 |
| Susan K Barnes | 董事 | 2026年3月16日 A | 9638 | 0 | 0 | $0 |
| Krish A Prabhu | 董事 | 2026年3月16日 A | 23198 | 0 | 0 | $0 |
| Mario M Rosati | 董事 | 2025年2月21日 S | 80295 | 0 | 0 | $0 |
| Eugene A Delaney | 董事 | 2025年2月4日 S | 65408 | 0 | 0 | $0 |
| John Goldsberry | 董事 | 2023年3月15日 A | 15002 | 0 | 0 | $0 |
| Rita S. Lane | 董事 | 2022年3月15日 A | 35610 | 0 | 0 | $0 |
| Jackie M Ward | 董事 | 2021年4月15日 A | 163540 | 0 | 0 | $0 |
| William J Delaney III | 董事 | 2019年3月15日 A | 13419 | 0 | 0 | $0 |
| Wayne Shortridge | 董事 | 2018年5月24日 S | 68685 | 0 | 0 | $0 |
| Neil R Bonke | 董事 | 2017年2月27日 S | 7812 | 0 | 0 | $0 |
| Jean Manas | 董事 | 2013年5月3日 S | 35647 | 0 | 0 | $0 |
| Eugene A Sapp JR | 董事 | 2012年3月15日 A | 128076 | 0 | 0 | $0 |
| Alain A Couder | 董事 | 2010年12月6日 A | 77922 | 0 | 0 | $0 |
| Peter J Simone | 董事 | 2007年2月26日 A | 45542 | 0 | 0 | $0 |
| SANMINA-SCI CORP | 董事 | 2007年2月26日 A | 74986 | 0 | 0 | $0 |
| Bernard V Vonderschmitt | 董事 | 2004年1月26日 A | 301390 | 0 | 0 | $0 |
| Joseph M Schell | 董事 | 2003年8月4日 M | 3602 | 0 | 0 | $0 |
| Michael R Tyler | · | 2013年5月30日 M | 59300 | 0 | 0 | $0 |
| Steve Bruton | · | 2005年12月1日 A | 163029 | 0 | 0 | $0 |
| Randy W Furr | · | 2005年9月30日 A | 702356 | 0 | 0 | $0 |
| John C Bolger | · | 2004年10月11日 A | · | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
ETF持仓 由 78 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 |
|---|---|---|---|---|
| PRN · Invesco Exchange-Traded Fund Trust | 4.71% | 76609 SH | 2026年10月2日 | 每日 |
| EPSV · Harbor ETF Trust | 2.94% | 965 NS | 2026年7月31日 | N-PORT |
| NRSH · Tidal Trust I | 2.64% | 4266 NS | 2026年7月31日 | N-PORT |
| SAWS · ETF Series Solutions | 2.28% | 961 NS | 2026年7月31日 | N-PORT |
| BUL · Pacer Funds Trust | 1.27% | 9009 NS | 2026年7月31日 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 1.25% | 100520 NS | 2026年7月31日 | N-PORT |
| JMID · Janus Detroit Street Trust | 1.22% | 1554 NS | 2026年7月31日 | N-PORT |
| FXL · First Trust Exchange-Traded Alpha... | 1.21% | 168020 NS | 2026年7月31日 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1.05% | 15829 SH | 2026年10月2日 | 每日 |
| AMOM · Exchange Listed Funds Trust | 0.94% | 1210 NS | 2026年7月31日 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0.87% | 49502 NS | 2026年7月31日 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trus... | 0.74% | 13563 SH | 2026年10月2日 | 每日 |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.71% | 52886 SH | 2026年8月19日 | 每日 |
| FNY · First Trust Exchange-Traded Alpha... | 0.58% | 18133 NS | 2026年7月31日 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trus... | 0.57% | 32400 SH | 2026年10月2日 | 每日 |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.37% | 86561 SH | 2026年8月19日 | 每日 |
| QVMM · Invesco Exchange-Traded Fund Trus... | 0.37% | 6810 SH | 2026年10月2日 | 每日 |
| ISCG · iShares Trust | 0.35% | 16466 SH | 2026年9月11日 | 每日 |
| VFMO · VANGUARD WELLINGTON FUND | 0.30% | 23421 SH | 2026年8月19日 | 每日 |
| PTMC · Pacer Funds Trust | 0.28% | 5930 NS | 2026年7月31日 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 0.28% | 4366 NS | 2026年7月31日 | N-PORT |
| FNX · First Trust Exchange-Traded Alpha... | 0.27% | 20350 NS | 2026年7月31日 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.24% | 8405 NS | 2026年7月31日 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.21% | 787 NS | 2026年7月31日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund ... | 0.21% | 22726 NS | 2026年7月31日 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0.21% | 3025 NS | 2026年7月31日 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.20% | 27486 NS | 2026年7月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.20% | 166197 NS | 2026年7月31日 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.18% | 337607 SH | 2026年8月19日 | 每日 |
| FAD · First Trust Exchange-Traded Alpha... | 0.17% | 5443 NS | 2026年7月31日 | N-PORT |
| LRGF · iShares Trust | 0.15% | 27893 SH | 2026年9月11日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.15% | 615037 SH | 2026年8月19日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.15% | 1167844 SH | 2026年8月19日 | 每日 |
| ESML · iShares Trust | 0.15% | 20169 SH | 2026年9月11日 | 每日 |
| SMMD · iShares Trust | 0.14% | 27115 SH | 2026年9月11日 | 每日 |
| VBR · VANGUARD INDEX FUNDS | 0.14% | 370672 SH | 2026年8月19日 | 每日 |
| SMDX · Tidal Trust III | 0.11% | 753 NS | 2026年7月31日 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.10% | 3856 NS | 2026年7月31日 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.10% | 683448 SH | 2026年8月19日 | 每日 |
| IWP · iShares Trust | 0.10% | 92361 SH | 2026年9月11日 | 每日 |
| WSML · iShares Trust | 0.10% | 3203 SH | 2026年9月11日 | 每日 |
| JVAL · J.P. Morgan Exchange-Traded Fund ... | 0.10% | 4319 NS | 2026年7月31日 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.08% | 89078 NS | 2026年7月31日 | N-PORT |
| IWR · iShares Trust | 0.08% | 207601 SH | 2026年9月11日 | 每日 |
| IWS · iShares Trust | 0.07% | 51781 SH | 2026年9月11日 | 每日 |
| EQAL · Invesco Exchange-Traded Fund Trus... | 0.07% | 2487 SH | 2026年10月2日 | 每日 |
| IYW · iShares Trust | 0.05% | 62821 SH | 2026年9月11日 | 每日 |
| DXUV · Dimensional ETF Trust | 0.05% | 1472 NS | 2026年7月31日 | N-PORT |
| IGM · iShares Trust | 0.05% | 25192 SH | 2026年9月11日 | 每日 |
| DFAT · Dimensional ETF Trust | 0.04% | 31983 NS | 2026年7月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.03% | 13157 SH | 2026年10月2日 | 每日 |
| IUSG · iShares Trust | 0.03% | 47148 SH | 2026年9月11日 | 每日 |
| DFAC · Dimensional ETF Trust | 0.03% | 69504 NS | 2026年7月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.03% | 4850 NS | 2026年7月31日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.03% | 22315 NS | 2026年7月31日 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Inde... | 0.03% | 1136 SH | 2026年10月2日 | 每日 |
| DFSV · Dimensional ETF Trust | 0.02% | 10613 NS | 2026年7月31日 | N-PORT |
| TILT · FlexShares Trust | 0.02% | 2370 NS | 2026年7月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 1616846 SH | 2026年8月19日 | 每日 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 8364 SH | 2026年8月19日 | 每日 |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 20717 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 4270 SH | 2026年8月19日 | 每日 |
| IWD · iShares Trust | 0.02% | 76191 SH | 2026年9月11日 | 每日 |
| DFAU · Dimensional ETF Trust | 0.02% | 11489 NS | 2026年7月31日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 2077 NS | 2026年7月31日 | N-PORT |
| ITOT · iShares Trust | 0.01% | 69594 SH | 2026年9月11日 | 每日 |
| IWB · iShares Trust | 0.01% | 35019 SH | 2026年9月11日 | 每日 |
| IWV · iShares Trust | 0.01% | 14408 SH | 2026年9月11日 | 每日 |
| DFUS · Dimensional ETF Trust | 0.01% | 15892 NS | 2026年7月31日 | N-PORT |
| IWF · iShares Trust | 0.01% | 61662 SH | 2026年9月11日 | 每日 |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.01% | 43323 SH | 2026年8月19日 | 每日 |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 25960 SH | 2026年8月19日 | 每日 |
| OMFL · Invesco Exchange-Traded Self-Inde... | 0.01% | 1430 SH | 2026年10月2日 | 每日 |
| FBCG · FIDELITY COVINGTON TRUST | 0.00% | 800 NS | 2026年7月31日 | N-PORT |
| IJH · iShares Trust | · | 1881068 SH | 2026年9月11日 | 每日 |
| IJK · iShares Trust | · | 310836 SH | 2026年9月11日 | 每日 |
| ISCB · iShares Trust | · | 2330 SH | 2026年9月11日 | 每日 |
| SMLF · iShares Trust | · | 41940 SH | 2026年9月11日 | 每日 |
SANM 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 · 13 位分析师
买入
中位数目标
$265.00
+15.7%
3 23.1%
强烈买入
5 38.5%
买入
5 38.5%
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 · 2026-10-02平均目标 $260.00 +13.5%
现在
当前价格 $229.04
最低$210.00
平均值$260.00
最高$300.00
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 |
|---|---|---|---|---|---|---|
| SANM | $6.09B | 25.6 | 7.4% | 3.0% | 9.9% | 8.8% |
| FLEX | $23.94B | 28.1 | 8.1% | 3.1% | 17.3% | 9.2% |
| JBL | $22.02B | 34.6 | 3.2% | 2.2% | 40.4% | 8.9% |
| TTMI | $7.36B | 42.4 | 19.0% | 6.1% | 10.4% | 20.7% |
| PLXS | $3.84B | 22.9 | 1.8% | 4.3% | 12.3% | 10.1% |
| IPGP | · | 98.1 | 2.7% | · | · | · |
| BHE | $1.53B | 62.9 | 0.11% | 0.93% | 2.2% | 10.2% |
| CTS | $1.23B | 19.6 | 5.2% | 12.1% | 11.8% | 38.4% |
| KE | $614M | 22.7 | -3.7% | 1.9% | 4.8% | 8.2% |
| FWDI | $2.20B | -1.0 | -9.0% | -918.1% | -22.7% | 28.5% |
最新新闻 提及该公司的近期头条新闻
交易信号 近期买入/卖出信号，包含入场价和风险/回报比
目前没有公开信号 — 没有卡片被填写，这是诚实的。
我的指标 您的个人关注列表 — 来自完整基本面的选定行
选择对您重要的指标 — 点击上方完整基本面中任意行的 + 号。
您的选择已保存，并会跟随您浏览所有股票。
来源：SEC 10-Q 于 七月 27, 2026 申报