SPSC SPS Commerce, Inc. - Common Stock
NASDAQ · Technology · 在 SEC EDGAR 上查看 ↗ 收盘 十月 2, 2026 10-K/10-Q 七月 30, 2026
$82.35
· % 处于52周区间
· 高于低点
· 至高点
$49.0452周低点
$114.8752周高点
市值 (MRQ)
$2.98B
P/E (TTM)
39.6
EPS (TTM)
$2.08
收入 (TTM)
$772M
SPSC 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$82.35
市值 (MRQ)
$2.98B
P/E (TTM)
39.6
EPS (TTM)
$2.08
收入 (TTM)
$772M
ROE (TTM)
8.3%
52周区间
$49–$115
SPSC 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 |
|---|---|---|
| 2019年8月23日 | 2-for-1 | 正向 |
关于 SPS Commerce, Inc. - Common Stock 公司概况（来自维基百科）
SPS Commerce, Inc. is a technology and application software company based in the United States that provides cloud-based supply chain management software. The company's headquarters are located in Minneapolis, Minnesota, but it also has a US office in New Jersey, and international locations in Amsterdam, Beijing, Breukelen, Hong Kong, Kyiv, Melbourne, Montpellier, Sydney, and Toronto.
## History
The company was founded in 1987 (1987), under the name St. Paul Software. In 2000, the company sold its software business to Netherlands-based TIE Commerce. After the sale, the company primarily offered internet-based business-to-business (B2B) exchanges for retailers and manufacturers. St. Paul Software was renamed SPS Commerce in May 2001. SPS Commerce went public in April 2010 when it debuted on the NASDAQ global market.
Acquisitions:
2011: acquired San Diego–based EDI services company Direct EDI for $10.9 million, adding 40 employees in a San Diego office and a development group in Ukraine.
2012: purchased New Jersey–based data analytics firm Edifice for $26M
2014: $14.9M acquisition of LeadTec, an EDI provider headquartered in Melbourne, Australia.
2016: $23M acquisition of ToolBox Solutions
2018: $23M acquisition of CovalentWorks
2019: $11.5M acquisition of long-term technology partner MAPADOC
2020: $100M acquisition of Data Masons
2021: $17M acquisition of Genius Central
2022: $45M acquisition of GCommerce
2022: $49M acquisition of InterTrade
2023: €64.5M acquisition of TIE Kinetix
2024: $25M acquisition of Traverse Systems
2024: $206M acquisition of SupplyPike
2025: $210M acquisition of Carbon6
In December 2025, activist investor Anson Funds Management disclosed a stake in SPS Commerce and pushed the company to explore a sale and consider management changes, arguing the stock price lagged competitors by 40% to 60%.
== References ==
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Technology
行业Technology
员工2948
国家US
10年表现 收入、净利润、利润率和每股收益趋势
收入$752M2016-12-31 → 2025-12-31
EPS$2.462016-12-31 → 2025-12-31
自由现金流$152M2016-12-31 → 2025-12-31
净利率10.1%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 | SPSC | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E (TTM) | 39.65年均值 ≈88.1 | ≈88.1 | 31.8 | 公允价值 | |
| P/S (TTM) | 3.95年均值 ≈10.4 | ≈10.4 | 3.1 | 低估 | |
| 市净率 (MRQ) | 3.25年均值 ≈8.3 | ≈8.3 | 3.0 | 低估 | |
| 股价/自由现金流 (TTM) | 15.05年均值 ≈49.7 | ≈49.7 | · | · | |
| 市现率 (TTM) | 13.15年均值 ≈41.7 | ≈41.7 | 17.6 | 公允价值 | |
| 市净率（有形资产） (MRQ) | 3.95年均值 ≈20.1 | ≈20.1 | · | · | |
| PEG Ratio (市盈率增长比) | ≈2.8 | · | · | · |
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 | SPSC | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 毛利率 (TTM) | 69.8%5年均值 ≈66.8% | ≈66.8% | 75.8% | 弱 | |
| 营业利润率 (TTM) | 12.8%5年均值 ≈14.8% | ≈14.8% | 4.2% | 持平 | |
| 息税折旧摊销前利润率 (TTM) | 15.8%5年均值 ≈18.2% | ≈18.2% | 4.2% | 持平 | |
| 税前利润率 (TTM) | 13.6%5年均值 ≈15.5% | ≈15.5% | 5.3% | 持平 | |
| 净利润率 (TTM) | 10.1%5年均值 ≈12.1% | ≈12.1% | 3.5% | 持平 | |
| ROA (TTM) | 6.9%5年均值 ≈8.4% | ≈8.4% | 5.8% | 顶尖 | |
| ROE (TTM) | 8.3%5年均值 ≈9.8% | ≈9.8% | 12.8% | 低于平均水平 | |
| ROIC | 9.2%5年均值 ≈9.2% | ≈9.2% | 7.6% | 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 | SPSC | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 流动比率 (MRQ) | 2.35年均值 ≈2.8 | ≈2.8 | 2.1 | 持平 | |
| Quick Ratio (速动比率) | 1.45年均值 ≈2.2 | ≈2.2 | 1.8 | 持平 |
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 | SPSC | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 17.8%5年均值 ≈19.2% | ≈19.2% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 18.6%5年均值 ≈18.9% | ≈18.9% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | 19.2% | · | · | · | |
| EPS YoY | 20.6%5年均值 ≈14.8% | ≈14.8% | · | · | |
| Net Income YoY (净利润同比增长) | 21.1%5年均值 ≈15.8% | ≈15.8% | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率（3年）) | 18.2%5年均值 ≈16.3% | ≈16.3% | · | · | |
| EPS CAGR 5Y (每股收益年复合增长率（5年）) | 14.3% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率（3年）) | 19.2%5年均值 ≈17.4% | ≈17.4% | · | · | |
| Net Income CAGR 5Y (净利润年复合增长率（5年）) | 15.4% | · | · | · |
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 | SPSC | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 0.75年均值 ≈0.7 | ≈0.7 | 0.6 | 顶尖 | |
| Receivables Turnover (应收账款周转率) | 12.55年均值 ≈12.3 | ≈12.3 | 6.1 | 顶尖 | |
| 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。) | ≈$254.9K | · | · | · |
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
十月 28, 2026
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 七月 28, 2026 | $1.27 | $1.12 | 13.8% |
| 2026年3月31日 | $1.10 | $1.00 | 10.3% | |
| 2025年12月31日 | $1.10 | $1.03 | 7.0% | |
| 2025年9月30日 | $1.13 | $1.02 | 11.1% | |
| 2025年6月30日 | $1.00 | $0.92 | 8.2% | |
| 2025年3月31日 | $1.00 | $0.86 | 15.7% |
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
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $752M | $638M | $537M | $451M | $385M | $313M | $279M | $248M | $220M | $193M | $159M | $128M | |
| Cost of Revenue | $232M | $211M | $182M | $153M | $132M | $100M | $92M | $82M | $74M | $64M | $50M | $40M | |
| Gross Profit | $520M | $427M | $355M | $298M | $254M | $213M | $187M | $166M | $146M | $129M | $108M | $88M | |
| R&D Expense | $69M | $63M | $54M | $46M | $39M | $31M | $28M | $22M | $23M | $22M | $18M | $13M | |
| SG&A Expense | $127M | $103M | $85M | $67M | $61M | $50M | $45M | $42M | $37M | $29M | $25M | $20M | |
| Operating Expenses | $402M | $338M | $278M | $227M | $199M | $163M | $148M | $140M | $136M | $122M | $101M | $84M | |
| Operating Income | $118M | $89M | $77M | $71M | $55M | $50M | $38M | $27M | $10M | $6M | $7M | $4M | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | · | $187.0K | |
| Other Non-op | $495.0K | $-104.0K | $-1M | $-502.0K | $-366.0K | $-354.0K | $1M | $-626.0K | $-320.0K | $732.0K | $-145.0K | $-458.0K | |
| Pretax Income | $124M | $99M | $86M | $71M | $54M | $53M | $42M | $28M | $11M | $8M | $7M | $4M | |
| Income Tax | $30M | $22M | $20M | $16M | $9M | $7M | $8M | $4M | $10M | $3M | $2M | $1M | |
| Net Income | $93M | $77M | $66M | $55M | $45M | $46M | $34M | $24M | $351.0K | $5M | $5M | $3M | |
| EPS (Basic) | $2.46 | $2.07 | $1.80 | $1.53 | $1.24 | $1.29 | $0.96 | $0.69 | $0.01 | $0.29 | $0.28 | $0.17 | |
| EPS (Diluted) | $2.46 | $2.04 | $1.76 | $1.49 | $1.21 | $1.26 | $0.94 | $0.68 | $0.01 | $0.29 | $0.27 | $0.16 | |
| Shares (Basic) | 37,881,000 | 37,306,000 | 36,646,000 | 36,117,000 | 35,928,000 | 35,226,000 | 35,024,000 | 34,392,000 | 34,366,000 | 16,947,000 | 16,565,000 | 16,236,000 | |
| Shares (Diluted) | 37,992,000 | 37,856,000 | 37,475,000 | 36,953,000 | 36,962,000 | 36,285,000 | 36,002,000 | 35,212,000 | 34,712,000 | 17,241,000 | 17,032,000 | 16,814,000 | |
| EBITDA | $139M | $108M | $96M | $88M | $70M | $63M | $50M | $35M | $16M | $14M | $13M | $10M |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $151M | $241M | $219M | $163M | $208M | $150M | $179M | $134M | $123M | $116M | $122M | $131M | |
| Short-term Investments | · | $0 | $56M | $51M | $50M | $38M | $34M | $45M | $40M | $23M | $8M | · | |
| Receivables | $68M | $52M | $47M | $39M | $35M | $34M | $32M | $27M | $25M | $21M | $18M | $15M | |
| Other Current Assets | $49M | $24M | $17M | $16M | $16M | $12M | $11M | $9M | $6M | $7M | $5M | $4M | |
| Current Assets | $335M | $382M | $401M | $323M | $352M | $271M | $292M | $250M | $224M | $186M | $167M | $162M | |
| PP&E (Net) | $43M | $38M | $36M | $35M | $32M | $26M | $24M | $21M | $17M | $15M | $14M | $11M | |
| PP&E (Gross) | $145M | $125M | $121M | $108M | $102M | $86M | $74M | $62M | $51M | $44M | $39M | $32M | |
| Accum. Depreciation | $101M | $88M | $85M | $72M | $70M | $59M | $51M | $41M | $34M | $29M | $25M | $20M | |
| Goodwill | $542M | $399M | $249M | $197M | $144M | $135M | $77M | $70M | $52M | $50M | $34M | $35M | |
| Intangibles | $216M | $181M | $107M | $88M | $59M | $60M | $23M | $23M | $17M | $20M | $15M | $19M | |
| Other Non-current Assets | $8M | $2M | $1M | $2M | $3M | $3M | $3M | $2M | $2M | $2M | $1M | $213.0K | |
| Total Assets | $1.17B | $1.03B | $824M | $673M | $616M | $526M | $447M | $386M | $340M | $298M | $262M | $244M | |
| Accounts Payable | $14M | $9M | $7M | $11M | $8M | $5M | $4M | $4M | $4M | $2M | $2M | $4M | |
| Accrued Liabilities | $13M | $12M | $8M | $7M | $8M | $11M | $6M | $5M | $5M | $4M | $2M | $2M | |
| Current Liabilities | $154M | $147M | $131M | $111M | $103M | $80M | $68M | $57M | $44M | $32M | $24M | $25M | |
| Capital Leases | $3M | $8M | $10M | $13M | $16M | $20M | $20M | · | · | · | · | · | |
| Deferred Tax | $33M | $16M | $9M | $7M | $7M | $3M | $1M | $1M | $2M | $2M | · | $41.0K | |
| Other Non-current Liabilities | $287.0K | $241.0K | $229.0K | $0 | · | · | $405.0K | $1M | · | · | · | · | |
| Total Liabilities | $196M | $177M | $156M | $136M | $132M | $106M | $93M | $67M | $52M | $49M | $40M | $39M | |
| Common Stock | $40.0K | $40.0K | $39.0K | $38.0K | $38.0K | $37.0K | $36.0K | $36.0K | $17.0K | $17.0K | $17.0K | $16.0K | |
| Retained Earnings | $429M | $336M | $259M | $193M | $138M | $93M | $49M | $15M | $-9M | $-34M | $-39M | $-44M | |
| Treasury Stock | $178M | $100M | $129M | $129M | $86M | $65M | $46M | $26M | $6M | · | · | · | |
| AOCI | $-373.0K | $-10M | $222.0K | $-3M | $-1M | $-1M | $-2M | $-3M | $657.0K | $-3M | $-4M | $-1M | |
| Stockholders' Equity | $974M | $855M | $667M | $537M | $484M | $421M | $355M | $319M | $288M | $258M | $231M | $205M | |
| Liabilities + Equity | $1.17B | $1.03B | $824M | $673M | $616M | $526M | $447M | $386M | $340M | $298M | $262M | $244M | |
| Shares Outstanding | 37,517,239 | 37,661,308 | 36,820,048 | 36,158,046 | 36,009,257 | 35,487,217 | 34,863,271 | 34,691,472 | 17,127,006 | 17,081,145 | 16,723,994 | 16,348,747 |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $21M | $19M | $19M | $16M | $15M | $13M | $11M | $9M | $7M | $7M | $6M | $6M | |
| Stock-based Comp | $54M | $55M | $46M | $33M | $28M | $19M | $15M | $13M | $13M | $8M | $6M | $5M | |
| Deferred Tax | $19M | $-10M | $-10M | $-4M | $4M | $4M | $8M | $3M | $10M | $-2M | $-38.0K | $1M | |
| Amort. of Intangibles | $37M | $24M | $16M | $12M | $10M | $6M | $5M | $4M | $5M | $5M | $3M | $3M | |
| Other Non-cash | $-8M | $17M | $12M | $-1M | $22M | $7M | $5M | $7M | $3M | $132.0K | $-3M | $2M | |
| Operating Cash Flow | $179M | $157M | $132M | $100M | $113M | $89M | $72M | $55M | $31M | $19M | $14M | $17M | |
| CapEx | $27M | $20M | $20M | $20M | $20M | $16M | $14M | $14M | $7M | $8M | $9M | $8M | |
| Investing Cash Flow | $-169M | $-110M | $-93M | $-113M | $-47M | $-120M | $-14M | $-40M | $-23M | $-34M | · | · | |
| Stock Repurchased | $114M | $38M | $0 | $43M | $20M | $19M | $21M | $20M | $6M | · | · | · | |
| Net Stock Activity | $-114M | $-38M | $0 | $-43M | $-20M | $-19M | $-21M | $-20M | $-6M | · | · | · | |
| Financing Cash Flow | $-101M | $-23M | $16M | $-32M | $-8M | $2M | $-12M | $-4M | $-2M | $10M | · | · | |
| Net Change in Cash | $-90M | $22M | $56M | $-45M | $58M | $-30M | $45M | $11M | $7M | $-6M | $-9M | $-499.0K | |
| Taxes Paid | $29M | $27M | $29M | $16M | $10M | $2M | $2M | $2M | $1M | $722.0K | $114.0K | · | |
| Free Cash Flow | $152M | $137M | $113M | $80M | $93M | $72M | $58M | $41M | $24M | $11M | $6M | $9M |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 69.2% | 67.0% | 66.1% | 66.0% | 65.8% | 68.1% | 67.0% | 67.1% | 66.6% | 66.7% | 68.4% | 68.7% | |
| Operating Margin | 15.7% | 13.9% | 14.4% | 15.8% | 14.3% | 16.0% | 13.8% | 10.8% | 3.8% | 3.9% | 4.4% | 3.4% | |
| Net Margin | 12.4% | 12.1% | 12.3% | 12.2% | 11.6% | 14.6% | 12.1% | 9.6% | -1.1% | 2.9% | 2.9% | 2.1% | |
| Pretax Margin | 16.5% | 15.6% | 15.9% | 15.8% | 13.9% | 16.9% | 15.1% | 11.4% | 4.1% | 4.6% | 4.5% | 3.2% | |
| EBITDA Margin | 18.6% | 16.9% | 17.9% | 19.4% | 18.1% | 20.2% | 17.7% | 14.2% | 7.1% | 7.3% | 8.4% | 7.9% | |
| ROA | 8.5% | 8.3% | 8.8% | 8.6% | 7.8% | 9.4% | 8.1% | 6.6% | -0.77% | 2.0% | 1.8% | 1.2% | |
| ROE | 9.7% | 9.2% | 10.2% | 10.5% | 9.3% | 11.2% | 9.6% | 7.6% | -0.91% | 2.4% | 2.2% | 1.4% | |
| ROIC | 9.2% | 8.1% | 8.9% | 10.2% | 9.5% | 10.3% | 8.7% | 7.1% | -0.81% | 1.9% | 2.1% | 1.4% |
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 | 2.2 | 2.6 | 3.1 | 2.9 | 3.4 | 3.4 | 4.3 | 4.4 | 5.1 | 5.8 | 6.9 | 6.6 | |
| Quick Ratio | 1.4 | 2.0 | 2.5 | 2.3 | 2.8 | 2.8 | 3.6 | 3.6 | 4.4 | 5.0 | 6.1 | 6.0 |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.6 | 0.7 | 0.7 | 0.7 | 0.7 | 0.6 | 0.5 | |
| Receivables Turnover | 12.5 | 12.9 | 12.4 | 12.2 | 11.3 | 9.6 | 9.5 | 9.5 | 9.7 | 10.1 | 9.6 | 9.5 |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $25.96 | $22.69 | $18.13 | $14.85 | $13.45 | $11.86 | $10.18 | $18.39 | $16.16 | $14.59 | $13.29 | $12.54 | |
| Revenue / Share | $19.78 | $16.85 | $14.33 | $12.20 | $10.42 | $8.62 | $7.75 | $14.10 | $12.84 | $11.21 | $9.31 | $7.61 | |
| Cash Flow / Share | $4.71 | $4.16 | $3.53 | $2.71 | $3.05 | $2.44 | $1.99 | $3.12 | $1.81 | $1.09 | $0.85 | $1.00 | |
| Cash / Share | $4.03 | $6.40 | $5.95 | $4.50 | $5.76 | $4.22 | $5.14 | $7.72 | $7.19 | $6.78 | $7.27 | $8.00 | |
| EPS (TTM) | $2.46 | $2.04 | $1.76 | $1.49 | $1.21 | $1.26 | $0.94 | $0.68 | $0.01 | $0.29 | $0.27 | $0.16 |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 17.8% | 18.8% | 19.1% | 17.0% | 23.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 18.6% | 18.3% | 19.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 19.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 20.6% | 15.9% | 18.1% | 23.1% | -4.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 18.2% | 19.0% | 11.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 14.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 21.1% | 17.1% | 19.4% | 23.6% | -2.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 19.2% | 20.0% | 13.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 15.4% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $752M | $638M | $537M | $451M | $385M | $313M | $279M | $248M | $220M | $193M | $159M | $128M | |
| Net Income TTM | $93M | $77M | $66M | $55M | $45M | $46M | $34M | $24M | $351.0K | $5M | $5M | $3M | |
| Market Cap | $3.34B | $6.93B | $7.14B | $4.64B | $5.13B | $3.85B | $1.93B | $714M | $416M | $597M | $587M | $463M | |
| P/E | 36.2 | 90.2 | 110.1 | 86.2 | 117.6 | 86.2 | 59.0 | 60.6 | 2429.5 | 120.5 | 130.0 | 177.0 | |
| P/S | 4.4 | 10.9 | 13.3 | 10.3 | 13.3 | 12.3 | 6.9 | 2.9 | 1.9 | 3.1 | 3.7 | 3.6 | |
| P/B | 3.4 | 8.1 | 10.7 | 8.6 | 10.6 | 9.2 | 5.4 | 2.2 | 1.5 | 2.4 | 2.6 | 2.3 | |
| P / Tangible Book | 15.5 | 25.3 | 23.0 | 18.5 | 18.2 | 17.1 | · | · | · | · | · | · | |
| P / Cash Flow | 18.7 | 44.0 | 53.9 | 46.4 | 45.4 | 43.5 | 26.9 | 13.0 | 13.4 | 31.8 | 40.7 | 27.6 | |
| P / FCF | 22.0 | 50.4 | 63.4 | 57.9 | 54.9 | 53.5 | 33.2 | 17.3 | 17.5 | 55.5 | 103.5 | 50.3 | |
| Earnings Yield | 2.8% | 1.1% | 0.91% | 1.2% | 0.85% | 1.2% | 1.7% | 1.7% | 0.04% | 0.83% | 0.77% | 0.57% |
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 | $198M | $192M | $193M | $190M | $187M | $182M | $171M | $164M | $154M | $150M | $145M | $136M | $130M | $126M | $122M | $114M | |
| Cost of Revenue | $59M | $59M | $57M | $58M | $60M | $57M | $56M | $52M | $52M | $51M | $49M | $46M | $45M | $43M | $42M | $39M | |
| Gross Profit | $139M | $133M | $136M | $132M | $128M | $125M | $115M | $112M | $102M | $98M | $96M | $90M | $86M | $83M | $80M | $76M | |
| R&D Expense | $17M | $18M | $17M | $17M | $17M | $17M | $17M | $15M | $14M | $16M | $14M | $14M | $13M | $13M | $12M | $11M | |
| SG&A Expense | $37M | $36M | $33M | $32M | $31M | $31M | $26M | $27M | $24M | $26M | $21M | $22M | $22M | $21M | $18M | $17M | |
| Operating Expenses | $130M | $108M | $101M | $101M | $101M | $99M | $91M | $86M | $78M | $83M | $73M | $70M | $69M | $66M | $61M | $56M | |
| Operating Income | $8M | $25M | $35M | $31M | $26M | $26M | $25M | $26M | $23M | $15M | $23M | $21M | $17M | $17M | $19M | $20M | |
| Other Non-op | $385.0K | $134.0K | $546.0K | $-21.0K | $-22.0K | $-8.0K | $-57.0K | $-3.0K | $7.0K | $-51.0K | $-33.0K | $-1M | $-19.0K | $12.0K | $-96.0K | $-130.0K | |
| Pretax Income | $10M | $26M | $36M | $32M | $27M | $28M | $24M | $29M | $27M | $19M | $26M | $22M | $19M | $18M | $21M | $19M | |
| Income Tax | $4M | $6M | $10M | $7M | $8M | $6M | $7M | $6M | $9M | $532.0K | $7M | $5M | $4M | $3M | $5M | $3M | |
| Net Income | $7M | $20M | $26M | $26M | $20M | $22M | $18M | $23M | $18M | $18M | $19M | $17M | $15M | $15M | $16M | $16M | |
| EPS (Basic) | $0.19 | $0.53 | $0.69 | $0.67 | $0.52 | $0.58 | $0.46 | $0.63 | $0.49 | $0.49 | $0.52 | $0.46 | $0.40 | $0.42 | $0.44 | $0.44 | |
| EPS (Diluted) | $0.19 | $0.53 | $0.69 | $0.67 | $0.52 | $0.58 | $0.46 | $0.62 | $0.48 | $0.48 | $0.51 | $0.45 | $0.39 | $0.41 | $0.43 | $0.43 | |
| Shares (Basic) | 36,533,000 | 37,379,000 | · | 37,895,000 | 37,965,000 | 37,990,000 | · | 37,447,000 | 37,078,000 | 37,049,000 | · | 36,728,000 | 36,593,000 | 36,427,000 | · | 36,093,000 | |
| Shares (Diluted) | 36,577,000 | 37,442,000 | · | 37,993,000 | 38,099,000 | 38,163,000 | · | 37,996,000 | 37,683,000 | 37,686,000 | · | 37,584,000 | 37,426,000 | 37,155,000 | · | 36,915,000 | |
| EBITDA | $8M | · | · | $31M | $26M | $31M | · | $26M | $23M | $20M | · | $21M | $17M | $21M | · | $20M |
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 | $173M | $154M | $151M | $134M | $108M | $95M | $241M | $199M | $240M | $235M | · | $179M | $209M | $182M | · | $186M | |
| Short-term Investments | · | · | · | · | · | · | · | $7M | $32M | $56M | · | $61M | $61M | $51M | · | $51M | |
| Receivables | $64M | $65M | $68M | $67M | $68M | $63M | $52M | $56M | $55M | $52M | · | $45M | $45M | $43M | · | $37M | |
| Other Current Assets | $30M | $43M | $49M | $48M | $27M | $26M | $24M | $19M | $15M | $14M | · | $16M | $14M | $16M | · | $15M | |
| Current Assets | $330M | $329M | $335M | $316M | $269M | $252M | $382M | $345M | $407M | $420M | · | $360M | $385M | $346M | · | $339M | |
| PP&E (Net) | $44M | $46M | $43M | $41M | $40M | $39M | $38M | $36M | $35M | $35M | · | $36M | $35M | $35M | · | $33M | |
| PP&E (Gross) | $155M | $153M | $145M | $137M | $135M | $131M | $125M | $132M | $126M | $124M | · | $118M | $113M | $112M | · | $111M | |
| Accum. Depreciation | $111M | $107M | $101M | $96M | $95M | $92M | $88M | $96M | $91M | $89M | · | $82M | $78M | $77M | · | $78M | |
| Goodwill | $539M | $541M | $542M | $543M | $544M | $534M | $399M | $424M | $269M | $249M | · | $252M | $203M | $199M | · | $166M | |
| Intangibles | $172M | $206M | $216M | $225M | $237M | $252M | $181M | $168M | $108M | $99M | · | $104M | $78M | $85M | · | $71M | |
| Other Non-current Assets | $13M | $14M | $8M | $5M | $2M | $2M | $2M | $1M | $1M | $1M | · | $1M | $1M | $2M | · | $2M | |
| Total Assets | $1.13B | $1.16B | $1.17B | $1.16B | $1.12B | $1.11B | $1.03B | $1.00B | $855M | $840M | · | $787M | $736M | $697M | · | $637M | |
| Accounts Payable | $9M | $14M | $14M | $13M | $12M | $11M | $9M | $8M | $6M | $12M | · | $6M | $6M | $5M | · | $8M | |
| Accrued Liabilities | $15M | $16M | $13M | $12M | $13M | $17M | $12M | $9M | $9M | $11M | · | $9M | $7M | $8M | · | $5M | |
| Current Liabilities | $146M | $155M | $154M | $160M | $148M | $153M | $147M | $146M | $129M | $134M | · | $133M | $112M | $107M | · | $105M | |
| Capital Leases | $5M | $5M | $3M | $4M | $5M | $6M | $8M | $9M | $8M | $8M | · | $11M | $11M | $12M | · | $14M | |
| Deferred Tax | $31M | $34M | $33M | $30M | $13M | $20M | $16M | $12M | $7M | $8M | · | $10M | $6M | $7M | · | $5M | |
| Other Non-current Liabilities | $271.0K | $279.0K | $287.0K | $299.0K | $296.0K | $3M | $241.0K | $640.0K | $680.0K | $232.0K | · | · | · | · | · | · | |
| Total Liabilities | $187M | $199M | $196M | $200M | $171M | $188M | $177M | $174M | $151M | $157M | · | $161M | $135M | $131M | · | $129M | |
| Common Stock | $40.0K | $40.0K | $40.0K | $40.0K | $40.0K | $40.0K | $40.0K | $39.0K | $39.0K | $39.0K | · | $39.0K | $39.0K | $39.0K | · | $38.0K | |
| Retained Earnings | $456M | $449M | $429M | $404M | $378M | $358M | $336M | $319M | $295M | $277M | · | $240M | $223M | $209M | · | $177M | |
| Treasury Stock | $277M | $227M | $178M | $152M | $122M | $102M | $100M | $100M | $162M | $149M | · | $129M | $129M | $129M | · | $128M | |
| AOCI | $-4M | $-2M | $-373.0K | $-919.0K | $695.0K | $-7M | $-10M | $-1M | $-4M | $-3M | · | $-5M | $-2M | $-3M | · | $-5M | |
| Stockholders' Equity | $938M | $962M | $974M | $959M | $950M | $921M | $855M | $829M | $703M | $683M | $667M | $627M | $601M | $566M | $537M | $508M | |
| Liabilities + Equity | $1.13B | $1.16B | $1.17B | $1.16B | $1.12B | $1.11B | $1.03B | $1.00B | $855M | $840M | · | $787M | $736M | $697M | · | $637M | |
| Shares Outstanding | 36,194,528 | 36,948,282 | 37,517,239 | 37,732,760 | 37,927,432 | 38,001,227 | 37,661,308 | 37,566,443 | 37,086,627 | 37,049,001 | 36,820,048 | 36,695,930 | 36,646,819 | 36,532,756 | 36,158,046 | 36,037,964 |
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 | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | |
| Stock-based Comp | $19M | $18M | $10M | $14M | $15M | $14M | $12M | $11M | $11M | $20M | $9M | $11M | $13M | $12M | $8M | $8M | |
| Deferred Tax | $-5M | $713.0K | $6M | $18M | $-1M | $-4M | $132.0K | $-2M | $-1M | $-7M | $2M | $-3M | $-4M | $-5M | $-2M | $68.0K | |
| Amort. of Intangibles | $9M | $9M | $10M | $9M | $10M | $9M | $8M | $6M | $5M | $4M | $5M | $4M | $3M | $4M | $4M | $3M | |
| Other Non-cash | · | · | · | · | · | $3M | · | · | · | $-2M | · | · | · | $-5M | · | · | |
| Operating Cash Flow | $66M | $56M | $46M | $61M | $32M | $40M | $41M | $53M | $29M | $34M | $33M | $44M | $34M | $22M | $24M | $40M | |
| CapEx | $9M | $7M | $8M | $6M | $7M | $6M | $6M | $5M | $5M | $4M | $4M | $6M | $5M | $5M | $6M | $6M | |
| Investing Cash Flow | $170.0K | $-7M | $-8M | $-6M | $-8M | $-148M | $-227.0K | $-98M | $-9M | $-3M | $806.0K | $-75M | $-14M | $-5M | $-52M | $-55M | |
| Stock Repurchased | $51M | $47M | $25M | $30M | $20M | $40M | $0 | $84.0K | $21M | $17M | $0 | $0 | $0 | $0 | $515.0K | $12M | |
| Net Stock Activity | · | · | · | · | · | $-40M | · | · | · | $-17M | · | · | · | $0 | · | · | |
| Financing Cash Flow | $-47M | $-46M | $-21M | $-28M | $-13M | $-39M | $5M | $2M | $-15M | $-15M | $6M | $1M | $7M | $2M | $5M | $-10M | |
| Net Change in Cash | $19M | $3M | $18M | $26M | $13M | $-146M | $42M | $-41M | $6M | $16M | $40M | $-31M | $27M | $19M | $-23M | $-26M | |
| Free Cash Flow | · | · | · | · | · | $34M | · | · | · | $31M | · | · | · | $16M | · | · |
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 | 70.2% | · | · | 69.5% | 68.1% | 68.7% | · | 68.5% | 66.1% | 65.6% | · | 66.5% | 65.8% | 65.9% | · | 66.3% | |
| Operating Margin | 4.2% | · | · | 16.4% | 14.1% | 14.3% | · | 15.6% | 15.1% | 10.3% | · | 15.2% | 13.1% | 13.3% | · | 17.2% | |
| Net Margin | 3.5% | · | · | 13.5% | 10.5% | 12.2% | · | 14.3% | 11.7% | 12.0% | · | 12.4% | 11.3% | 12.2% | · | 13.9% | |
| Pretax Margin | 5.3% | · | · | 17.1% | 14.5% | 15.5% | · | 17.9% | 17.7% | 12.4% | · | 16.4% | 14.5% | 14.3% | · | 16.6% | |
| EBITDA Margin | 4.2% | · | · | 16.4% | 14.1% | 17.0% | · | 15.6% | 15.1% | 13.4% | · | 15.2% | 13.1% | 17.0% | · | 17.2% | |
| ROA | 0.61% | · | · | 2.4% | 2.0% | 2.3% | · | 2.6% | 2.3% | 2.3% | · | 2.4% | 2.2% | 2.3% | · | 2.6% | |
| ROE | 0.73% | · | · | 2.9% | 2.4% | 2.8% | · | 3.2% | 2.8% | 2.9% | · | 3.0% | 2.7% | 2.9% | · | 3.2% | |
| ROIC | 0.59% | · | · | 2.6% | 2.0% | 2.2% | · | 2.5% | 2.2% | 2.2% | · | 2.5% | 2.2% | 2.5% | · | 3.2% |
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 | 2.3 | · | · | 2.0 | 1.8 | 1.6 | · | 2.4 | 3.2 | 3.1 | · | 2.7 | 3.4 | 3.2 | · | 3.2 | |
| Quick Ratio | 1.6 | · | · | 1.3 | 1.2 | 1.0 | · | 1.8 | 2.5 | 2.6 | · | 2.1 | 2.8 | 2.6 | · | 2.6 |
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 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 3.0 | · | · | 3.1 | 3.0 | 3.1 | · | 3.3 | 3.1 | 3.1 | · | 3.3 | 3.1 | 3.1 | · | 3.2 |
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 | $25.93 | · | · | $25.41 | $25.04 | $24.23 | · | $22.08 | $18.97 | $18.43 | · | $17.08 | $16.40 | $15.49 | · | $14.09 | |
| Revenue / Share | $5.41 | · | · | $5.00 | $4.92 | $4.76 | · | $4.31 | $4.08 | $3.97 | · | $3.61 | $3.48 | $3.39 | · | $3.10 | |
| Cash Flow / Share | · | · | · | · | · | $1.05 | · | · | · | $0.90 | · | · | · | $0.58 | · | · | |
| Cash / Share | $4.78 | · | · | $3.54 | $2.84 | $2.50 | · | $5.29 | $6.48 | $6.33 | · | $4.87 | $5.71 | $4.99 | · | $5.17 | |
| EPS (TTM) | $2.08 | $2.30 | · | $2.23 | $2.18 | $2.14 | · | $2.09 | $1.92 | $1.83 | · | $1.68 | $1.66 | $1.56 | · | $1.40 |
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 | $772M | $751M | · | $730M | $704M | $670M | · | $612M | $584M | $561M | · | $514M | $493M | $472M | · | $432M | |
| Net Income TTM | $78M | $87M | · | $85M | $83M | $81M | · | $79M | $72M | $69M | · | $63M | $62M | $58M | · | $52M | |
| Market Cap | $2.07B | · | · | $3.93B | $5.16B | $5.04B | · | $7.29B | $6.98B | $6.85B | · | $6.26B | $7.04B | $5.56B | · | $4.48B | |
| P/E | 27.5 | 24.2 | · | 46.7 | 62.4 | 62.0 | · | 92.9 | 98.0 | 101.0 | · | 101.6 | 115.7 | 97.6 | · | 88.7 | |
| P/S | 2.7 | · | · | 5.4 | 7.3 | 7.5 | · | 11.9 | 12.0 | 12.2 | · | 12.2 | 14.3 | 11.8 | · | 10.4 | |
| P/B | 2.2 | · | · | 4.1 | 5.4 | 5.5 | · | 8.8 | 9.9 | 10.0 | · | 10.0 | 11.7 | 9.8 | · | 8.8 | |
| P / Tangible Book | 9.1 | 9.6 | · | 20.6 | 30.5 | 37.4 | · | 30.7 | 21.3 | 20.5 | · | 23.1 | 22.0 | 19.7 | · | 16.5 | |
| P / Cash Flow | · | · | · | · | · | 126.2 | · | · | · | 201.1 | · | · | · | 257.2 | · | · | |
| Earnings Yield | 3.6% | 4.1% | · | 2.1% | 1.6% | 1.6% | · | 1.1% | 1.0% | 0.99% | · | 0.98% | 0.86% | 1.0% | · | 1.1% |
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 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 收入 | $752M | $638M | $537M | $451M | $385M |
| 毛利率 % | 69.2% | 67.0% | 66.1% | 66.0% | 65.8% |
| 营业利润率 % | 15.7% | 13.9% | 14.4% | 15.8% | 14.3% |
| 净收入 | $93M | $77M | $66M | $55M | $45M |
| 稀释后每股收益 (EPS) | $2.46 | $2.04 | $1.76 | $1.49 | $1.21 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 流动比率 | 2.2 | 2.6 | 3.1 | 2.9 | 3.4 |
| 速动比率 | 1.4 | 2.0 | 2.5 | 2.3 | 2.8 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 自由现金流 | $152M | $137M | $113M | $80M | $93M |
机构持有人 (13F) 343 家申报者 · $2.6B 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
343
持有价值
$2.6B
新仓位
57
已退出持仓
62
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 |
|---|---|---|---|---|
| 57 (-12 与上一季度对比) | 62 (-19 与上一季度对比) | 112 (-15 与上一季度对比) | 111 (+18 与上一季度对比) | -73K |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $439004555 | 4925441 | 16.72% | 股份 |
| BlackRock, Inc. | $339258844 | 5934211 | 12.92% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $166633914 | 2914709 | 6.35% | 股份 |
| DISCIPLINED GROWTH INVESTORS INC /MN | $121422277 | 2123881 | 4.63% | 股份 |
| NEUBERGER BERMAN GROUP LLC | $101812680 | 1780876 | 3.88% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $91379556 | 1598383 | 3.48% | 股份 |
| STATE STREET CORP | $88367440 | 1545696 | 3.37% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $72401154 | 1266247 | 2.76% | 股份 |
| GOLDMAN SACHS GROUP INC | $63312001 | 1107434 | 2.41% | 股份 |
| MORGAN STANLEY | $57054061 | 997970 | 2.17% | 股份 |
| Engine Capital Management, LP | $52389445 | 916380 | 2.00% | 股份 |
| CITADEL ADVISORS LLC | $52245834 | 913868 | 1.99% | 股份 |
| FEDERATED HERMES, INC. | $51546302 | 901632 | 1.96% | 股份 |
| Invenomic Capital Management LP | $49704170 | 869410 | 1.89% | 股份 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $43489218 | 760700 | 1.66% | 股份 |
| Anson Funds Management LP | $42591650 | 745000 | 1.62% | 股份 |
| Lightrock Netherlands B.V. | $35054871 | 613169 | 1.34% | 股份 |
| Irenic Capital Management LP | $34170738 | 597704 | 1.30% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $31016097 | 542524 | 1.18% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $29127543 | 509490 | 1.11% | 股份 |
| NORTHERN TRUST CORP | $28291603 | 494868 | 1.08% | 股份 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $23552000 | 411959 | 0.90% | 股份 |
| BANK OF AMERICA CORP /DE/ | $21643818 | 378587 | 0.82% | 股份 |
| Thematics Asset Management | $20506624 | 196914 | 0.78% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $19663870 | 343932 | 0.75% | 股份 |
| JANUS HENDERSON GROUP PLC | $16943612 | 304549 | 0.65% | 股份 |
| Bank of New York Mellon Corp | $15731751 | 275175 | 0.60% | 股份 |
| Public Sector Pension Investment Board | $15489868 | 270944 | 0.59% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $15341398 | 268347 | 0.58% | 股份 |
| BARCLAYS PLC | $15272107 | 267135 | 0.58% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $14985400 | 262120 | 0.57% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $14512319 | 253845 | 0.55% | 股份 |
| Nuveen, LLC | $13271786 | 232146 | 0.51% | 股份 |
| Qube Research & Technologies Ltd | $12478210 | 218265 | 0.48% | 股份 |
| GLENMEDE TRUST CO NA | $12250272 | 214278 | 0.47% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $11883953 | 207870 | 0.45% | 股份 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $11585215 | 202645 | 0.44% | 股份 |
| Fenimore Asset Management Inc | $11194229 | 195806 | 0.43% | 股份 |
| D. E. Shaw & Co., Inc. | $10450219 | 182792 | 0.40% | 股份 |
| Long Path Partners LP | $10342739 | 180912 | 0.39% | 股份 |
| Walleye Capital LLC | $10309752 | 180335 | 0.39% | 股份 |
| UBS Group AG | $10044254 | 175691 | 0.38% | 股份 |
| Invesco Ltd. | $9957470 | 174173 | 0.38% | 股份 |
| Glenmede Investment Management, LP | $9782807 | 93939 | 0.37% | 股份 |
| CANADA PENSION PLAN INVESTMENT BOARD | $8967686 | 156860 | 0.34% | 股份 |
| LAZARD ASSET MANAGEMENT LLC | $8790974 | 153769 | 0.33% | 股份 |
| ROYAL BANK OF CANADA | $8006000 | 140044 | 0.31% | 股份 |
| COMERICA BANK | $7668263 | 86035 | 0.29% | 股份 |
| Congress Wealth Management LLC / DE / | $6645130 | 48828 | 0.25% | 股份 |
| JPMORGAN CHASE & CO | $6484009 | 110694 | 0.25% | 股份 |
公司内部人士 30 位内幕人士 · 9 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 |
|---|---|---|---|---|---|---|
| Chadwick Collins | Chief Executive Officer | 2026年2月20日 A | 174173 | 0 | 3 | $-785102 |
| Del Preto Joseph | EXECUTIVE VP AND CFO | 2026年5月7日 A | 141707 | 0 | 0 | $0 |
| Kimberly K. Nelson | EVP & CFO | 2026年2月20日 A | 185141 | 0 | 3 | $-369541 |
| James J. Frome | President and COO | 2024年8月16日 S | 43466 | 0 | 0 | $0 |
| Jamie Thingelstad | EVP, Chief Technology Officer | 2026年5月8日 A | 95777 | 0 | 2 | $-132853 |
| Eduardo Rosini | EVP, Chief Commercial Officer | 2026年2月20日 A | 109860 | 0 | 0 | $0 |
| Dan Juckniess | EVP, Chief Sales Officer | 2025年2月18日 A | 31802 | 0 | 0 | $0 |
| Michael J. Gray | EVP of Operations | 2012年6月29日 M | 6319 | 0 | 0 | $0 |
| David J. Novak Jr. | EVP of Business Develpmt | 2012年6月29日 M | 6319 | 0 | 0 | $0 |
| Marty M Reaume | 董事 | 2026年5月7日 M | 9158 | 0 | 6 | $-417377 |
| Tami Reller | 董事 | 2026年3月13日 M | 51172 | 0 | 0 | $0 |
| Fumbi F. Chima | 董事 | 2026年2月20日 A | 3451 | 0 | 0 | $0 |
| Michael J Mcconnell | 董事 | 2026年2月20日 A | 3451 | 0 | 0 | $0 |
| Mark Partin | 董事 | 2025年11月6日 A | 2485 | 0 | 0 | $0 |
| Razat Gaurav | 董事 | 2025年5月13日 A | 1310 | 0 | 0 | $0 |
| Anne Sempowski Ward | 董事 | 2025年5月13日 A | 4134 | 0 | 0 | $0 |
| Sven Wehrwein | 董事 | 2025年5月13日 A | 17522 | 0 | 0 | $0 |
| James Burr Ramsey | 董事 | 2024年5月22日 M | 14728 | 0 | 0 | $0 |
| Archie C. Black | 董事 | 2024年2月22日 S | 56997 | 0 | 0 | $0 |
| Martin J Leestma | 董事 | 2020年11月3日 M | 28318 | 0 | 0 | $0 |
| Melvin L Keating | 董事 | 2018年5月31日 A | 913 | 0 | 0 | $0 |
| Michael A Smerklo | 董事 | 2018年5月2日 S | 0 | 0 | 0 | $0 |
| Michael B Gorman | 董事 | 2014年12月15日 G | 22363 | 0 | 0 | $0 |
| George H. Spencer III | 董事 | 2013年8月30日 S | 2003 | 0 | 0 | $0 |
| Daniel R Fishback | 董事 | 2012年5月24日 A | 1055 | 0 | 0 | $0 |
| Steve A. Cobb | 董事 | 2011年5月27日 M | 1200 | 0 | 0 | $0 |
| Murray R. Wilson | 董事 | 2010年4月27日 A | 1011947 | 0 | 0 | $0 |
| Philip Soran | · | 2025年11月18日 M | 22177 | 0 | 0 | $0 |
| Bradley A. Cleveland | · | 2013年5月15日 A | 948 | 0 | 0 | $0 |
| Split Rock Partners LLC | · | 2011年5月17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 58 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 |
|---|---|---|---|---|
| SOVF · Elevation Series Trust | 3.12% | 37171 NS | 2026年7月31日 | N-PORT |
| PSCT · Invesco Exchange-Traded Fund Trus... | 1.24% | 79609 SH | 2026年10月1日 | 每日 |
| SCOW · Pacer Funds Trust | 0.92% | 215 NS | 2026年7月31日 | N-PORT |
| CAFG · Pacer Funds Trust | 0.57% | 2353 NS | 2026年7月31日 | N-PORT |
| HAPS · Harbor ETF Trust | 0.49% | 11452 NS | 2026年7月31日 | N-PORT |
| CALF · Pacer Funds Trust | 0.21% | 106386 NS | 2026年7月31日 | N-PORT |
| NUSC · Nushares ETF Trust | 0.20% | 35715 NS | 2026年7月31日 | N-PORT |
| FYC · First Trust Exchange-Traded Alpha... | 0.17% | 30125 NS | 2026年7月31日 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.14% | 26219 SH | 2026年8月19日 | 每日 |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.12% | 39751 SH | 2026年10月1日 | 每日 |
| IWO · iShares Trust | 0.11% | 210890 SH | 2026年9月11日 | 每日 |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.11% | 127978 SH | 2026年8月19日 | 每日 |
| JPSE · J.P. Morgan Exchange-Traded Fund ... | 0.11% | 8557 NS | 2026年7月31日 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.10% | 9947 NS | 2026年7月31日 | N-PORT |
| IGV · iShares Trust | 0.10% | 167820 SH | 2026年9月11日 | 每日 |
| IWM · iShares Trust | 0.09% | 956239 SH | 2026年9月11日 | 每日 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.09% | 31161 SH | 2026年8月19日 | 每日 |
| RSSL · Global X Funds | 0.09% | 17846 NS | 2026年7月31日 | N-PORT |
| ESML · iShares Trust | 0.08% | 30468 SH | 2026年9月11日 | 每日 |
| PNQI · Invesco Exchange-Traded Fund Trust | 0.08% | 5126 SH | 2026年9月30日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.07% | 23828 SH | 2026年8月19日 | 每日 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.06% | 214651 SH | 2026年8月19日 | 每日 |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.06% | 13129 SH | 2026年8月19日 | 每日 |
| ISCG · iShares Trust | 0.05% | 6639 SH | 2026年9月11日 | 每日 |
| RWJ · Invesco Exchange-Traded Fund Trus... | 0.05% | 12521 SH | 2026年10月1日 | 每日 |
| VBK · VANGUARD INDEX FUNDS | 0.05% | 458806 SH | 2026年8月19日 | 每日 |
| OMFS · Invesco Exchange-Traded Self-Inde... | 0.04% | 1169 SH | 2026年10月1日 | 每日 |
| FAD · First Trust Exchange-Traded Alpha... | 0.03% | 2727 NS | 2026年7月31日 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.03% | 952221 SH | 2026年8月19日 | 每日 |
| RILA · Spinnaker ETF Series | 0.03% | 171 NS | 2026年7月31日 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.03% | 2005 NS | 2026年7月31日 | N-PORT |
| WSML · iShares Trust | 0.03% | 2287 SH | 2026年9月11日 | 每日 |
| SMDX · Tidal Trust III | 0.02% | 382 NS | 2026年7月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 421209 SH | 2026年8月19日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.02% | 797921 SH | 2026年8月19日 | 每日 |
| DFSV · Dimensional ETF Trust | 0.02% | 19584 NS | 2026年7月31日 | N-PORT |
| IGM · iShares Trust | 0.01% | 17256 SH | 2026年9月11日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.01% | 21579 NS | 2026年7月31日 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.00% | 11146 NS | 2026年7月31日 | N-PORT |
| ITOT · iShares Trust | 0.00% | 49639 SH | 2026年9月11日 | 每日 |
| IYY · iShares Trust | 0.00% | 1567 SH | 2026年9月10日 | 每日 |
| IWV · iShares Trust | 0.00% | 10099 SH | 2026年9月9日 | 每日 |
| DFAT · Dimensional ETF Trust | 0.00% | 6861 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 14111 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 5187 NS | 2026年7月31日 | N-PORT |
| TILT · FlexShares Trust | 0.00% | 474 NS | 2026年7月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1110399 SH | 2026年8月19日 | 每日 |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.00% | 30104 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2995 SH | 2026年8月19日 | 每日 |
| ESGV · VANGUARD WORLD FUND | 0.00% | 8217 SH | 2026年8月19日 | 每日 |
| FTLS · First Trust Exchange-Traded Fund III | -0.04% | -12623 NS | 2026年7月31日 | N-PORT |
| IJR · iShares Trust | · | 2239710 SH | 2026年9月10日 | 每日 |
| IJT · iShares Trust | · | 208559 SH | 2026年9月9日 | 每日 |
| IJS · iShares Trust | · | 130595 SH | 2026年9月8日 | 每日 |
| IWN · iShares Trust | · | 143043 SH | 2026年9月11日 | 每日 |
| XJR · iShares Trust | · | 5065 SH | 2026年8月31日 | 每日 |
| ISCB · iShares Trust | · | 1620 SH | 2026年9月11日 | 每日 |
| ISCV · iShares Trust | · | 3446 SH | 2026年9月11日 | 每日 |
SPSC 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 · 19 位分析师
买入
中位数目标
$70.00
-15.0%
3 15.8%
强烈买入
5 26.3%
买入
10 52.6%
持有
1 5.3%
卖出
0 0.0%
强烈卖出
12个月价格目标
11 位分析师 · 2026-10-03平均目标 $75.45 -8.4%
现在
当前价格 $82.35
最低$59.00
平均值$75.45
最高$103.00
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 |
|---|---|---|---|---|---|---|
| SPSC | $3.34B | 36.2 | 17.8% | 12.4% | 9.7% | 69.2% |
| FRSH | $3.47B | 19.4 | 16.4% | 21.9% | 18.2% | 85.0% |
| WK | · | -183.5 | 19.8% | -3.0% | 72.7% | 78.5% |
| CLSK | · | · | · | · | · | · |
| AVPT | $2.99B | 92.6 | 26.9% | 8.3% | 7.5% | 74.1% |
| BRZE | · | -17.7 | 24.4% | -17.8% | -21.5% | 67.2% |
| AGYS | $2.00B | 51.9 | 15.8% | 12.2% | 12.4% | 62.6% |
| INTA | $1.93B | -48.5 | 14.6% | -7.1% | -11.3% | 75.8% |
| ALRM | $2.53B | 20.7 | 7.6% | 13.0% | 16.0% | · |
| SOUN | · | · | · | · | · | · |
| FIVN | $1.55B | 44.6 | 10.3% | 3.4% | 5.6% | 55.1% |
最新新闻 提及该公司的近期头条新闻
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来源：SEC 10-Q 于 七月 30, 2026 申报