Companies ›Information Technology ›CRUS.O

CRUS.O — NASDAQ Semiconductors

Crus.O

$148,83

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Mcap

7,6B USD

P/E

—

EV / Rev

—

Div yield

—

Op margin

21,6 %

ROE

17,0 %

Net margin

17,5 %

Debt / equity

0,00

Beta

—

52w range

—

Volume

1,5k

Day range

$173,08–$180,42

Prev close

$178,30

Open

$180,17

Next earnings

2026-07-28

Ex-dividend

—

TR 1Y

—

About

Crusoe Energy Systems Inc. provides energy solutions for data centers and other high-power applications, primarily through the use of stranded natural gas to generate electricity.

Business. CRUS.O is a semiconductor company operating within the Technology Equipment sector. The firm generates revenue through the sale of semiconductor products. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data. Consequently, the company is described at the industry level without geographic or segment breakdowns.

Classification92 %

SectorTechnology

Business sectorTechnology Equipment

IndustrySemiconductors

Generated · model-assisted

Sell-side consensus

BUY8 analysts

5 buy3 hold0 sell

Avg 12m price target160,33

Analyst recommendations

8 analysts · consensus Buy

Buy5

Hold3

Sell0

12-month price target

160,33

Consensus of sell-side coverage.

Upcoming events

EarningsQ1 2026 earnings (expected)2026-07-28 · estimated

See all catalysts →

At a glance

Score→

composite score

Valuation

—

valuation pending

Analysts→

Buy

8 analysts · indicative

Ownership→

AQR Capital Management, LLC

largest disclosed fund holder

quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

No recent newsroom coverage mentioning CRUS.

Sector rotation

Sector1D1Mvs mkt

Materials+2,2 %+1,6 %+2,4 %

Energy+1,2 %+5,3 %+1,4 %

Real Estate+0,7 %+4,1 %+0,8 %

Health Care+0,6 %−0,5 %+0,8 %

Consumer Discretionary+0,3 %+8,7 %+0,5 %

Information Technology · THIS SECTOR−0,3 %+6,5 %−0,1 %

Financials−0,3 %−4,5 %−0,1 %

Consumer Staples−1,0 %+3,0 %−0,8 %

Utilities−1,5 %−21,2 %−1,3 %

Industrials−1,7 %−2,3 %−1,6 %

Communication Services———

Developing storylines

No tracked sagas currently linked to CRUS.O. Browse all sagas →

Analysis

AI analysis

Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

Opportunity

— missing data

Upcoming catalysts

Scheduled public events. Informational only — not investment advice.

Company
EarningsQ1 2026 earnings (expected)2026-07-28 · estimated
Peers
EarningsQ2 2026 earnings (expected)2026-07-23 · estimated · Intel (INTC)
EarningsQ2 2026 earnings (expected)2026-08-26 · estimated · NVIDIA (NVDA)
EarningsQ3 2026 earnings (expected)2026-09-28 · estimated · Broadcom (AVGO)
Macro
Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
Macro & political
ElectionSE Swedish Election2026-09-14 · SE
ElectionUS U.S. Midterms2026-11-03 · US
ElectionFR French Legislative2027-06-01 · FR

Pre-earnings brief

— missing data

Signals & dispatch

peak dispatch · —

Composite-score breakdown

Composite score77 / 100

Composite score 0-100 · Data quality 0,60

Data quality0,60 / 1.00

Synthesis

Business

CRUS.O is a semiconductor company operating within the Technology Equipment sector. The firm generates revenue through the sale of semiconductor products. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data. Consequently, the company is described at the industry level without geographic or segment breakdowns.

Classification92 %

SectorTechnology

Business sectorTechnology Equipment

IndustrySemiconductors

AI synthesis

GENERATED

Crusoe Energy Systems Inc. maintains a strong liquidity position, with a current ratio of 6.35 and cash and equivalents of $539.62 million. The company has no long-term debt, and its debt-to-equity ratio is 0.0, indicating a conservative capital structure. The company's price-to-book ratio is 4.55, and its price-to-tangible-book ratio is also 4.55, suggesting that the market values the company's tangible assets at a premium.

In terms of profitability, Crusoe Energy Systems Inc. has a return on equity of 17.01% and a return on assets of 14.25%, both of which are strong indicators of efficient use of equity and assets. The company's gross profit of $996.04 million and operating income of $410.36 million reflect a healthy margin structure. These metrics are in line with the industry's preferred metrics for profitability and returns.

The company's revenue is not segmented by geographic regions or business segments in the provided data, making it difficult to assess revenue concentration or geographic exposure. However, the company's operations are likely concentrated in the United States, given its listing and the nature of its business.

Crusoe Energy Systems Inc. has a market capitalization of $8.88 billion and a price-to-earnings ratio of 26.77, indicating that the market is willing to pay a premium for the company's earnings. The company's free cash flow of $353.71 million and operating cash flow of $444.37 million suggest strong cash generation capabilities. The company's capital expenditure of $28.75 million is relatively low, indicating a focus on maintaining rather than expanding its asset base.

The risk assessment for Crusoe Energy Systems Inc. indicates a low liquidity risk and a low dilution risk, with no immediate filing-based liquidity or dilution flags detected. The company's conservative capital structure and strong cash position contribute to its low liquidity risk. The absence of long-term debt and the low dilution risk suggest that the company is not under pressure to raise additional capital in the near term.

Recent events and filings for Crusoe Energy Systems Inc. do not indicate any significant changes in the company's operations or financial position. The company's price targets from analysts range from $120.00 to $200.00, with a mean price target of $160.33 and a median price target of $162.33. The mean recommendation from analysts is 2.12, indicating a generally positive outlook.

Key takeaways

Crusoe Energy Systems Inc. has a strong liquidity position with a current ratio of 6.35 and no long-term debt.
The company's return on equity of 17.01% and return on assets of 14.25% indicate efficient use of equity and assets.
The company's market price of $174.00 and a price-to-earnings ratio of 26.77 suggest a premium valuation.
Analysts have a generally positive outlook, with a mean price target of $160.33 and a median price target of $162.33.

Bull / Bear case

Generated · model-assisted

— missing data

In focus — financials by report

Valuation

Market price

$148,83

Market cap

$8.88B

Enterprise valueⓘ

$8.34B

P/Eⓘ

—

Non-GAAP P/Eⓘ

—

EV / Revenueⓘ

—

EV / Op incomeⓘ

—

EV / OCFⓘ

18.8x

P / Bⓘ

4.5x

P / Tangible bookⓘ

4.5x

Tangible book

$1.95B

Net cashⓘ

$539.6M

Current ratioⓘ

6.3

Debt / equityⓘ

0.0

ROAⓘ

14.2%

ROEⓘ

17.0%

Cash conversionⓘ

134.0%

CapEx / revenueⓘ

-1.5%

SBC / revenueⓘ

—

Dilution ratioⓘ

0.0%

Revenue by segment

Business relationships

Business relationships8 disclosed relationships · 3 types · extracted from filings & disclosures

Customers1

Apple Inc.AAPL.OCustomer100%Source ↗

Suppliers4

Amkor Technology IncAMKR.OSupplier100%Source ↗

GLOBALFOUNDRIES INC.GFS.OSupplier100%Source ↗

Sfa Semicon Co Ltd036540.KQSupplier100%Source ↗

Taiwan SemiconductorTSM.NSupplier100%Source ↗

Subsidiaries3

EX21:84f0b77f1f2aEX21:84f0b77f1f2aSubsidiarie97%

EX21:92a8e3ddbe25EX21:92a8e3ddbe25Subsidiarie97%

EX21:d72c077573f5EX21:d72c077573f5Subsidiarie97%

Supply chain

Vendors → CRUS ↔ Partners → Customers · click any node to drill

5 mentions in 10-K0 from corporate websites0 from news dispatches

Updated 2026-06-24

Peer comparison

Peer comparison8 peers · vs CRUS · multiples and returns

NVDA—

NVIDIA CORPORATION

$193,96

4,73T USD

P/E

87,0x

+60,3 vs self

Div yield

0,0 %

— vs self

ROE

29,8 %

+12,8 vs self

TSM—

Taiwan Semiconductor

$448,00

2,32T USD

P/E

8,5x

-18,2 vs self

Div yield

0,9 %

— vs self

ROE

6,5 %

-10,5 vs self

AVGO—

AVGO.O

$374,35

1,83T USD

P/E

—

— vs self

Div yield

0,6 %

— vs self

ROE

—

— vs self

INTC—

Intel Corp

$124,03

630,4B USD

P/E

—

— vs self

Div yield

—

— vs self

ROE

-3,4 %

-20,4 vs self

QCOM—

QUALCOMM INCORPORATED

$183,49

193,4B USD

P/E

88,7x

+61,9 vs self

Div yield

2,4 %

— vs self

ROE

8,6 %

-8,4 vs self

ASML—

ASML Holding N.V.

$1 795,00

691,8B USD

P/E

100,7x

+73,9 vs self

Div yield

0,6 %

— vs self

ROE

34,8 %

+17,8 vs self

MU—

MICRON TECHNOLOGY, INC.

$1 007,17

1,13T USD

P/E

136,8x

+110,0 vs self

Div yield

0,0 %

— vs self

ROE

15,8 %

-1,3 vs self

AMD—

ADVANCED MICRO DEVICES, INC.

$538,24

7,02T USD

P/E

33 538,8x

+33 512,1 vs self

Div yield

—

— vs self

ROE

0,2 %

-16,8 vs self

Market position

Stress test

— missing data

Predictor forecast

Next quarternear-term

Earnings · next quarterconf 33 %

EPS

Consensus EPS

9,06

Predicted surprise

-0,02

Beat probability

33 %

Analysts

Other metrics

Revenue

—

no estimate

Segment revenue

—

no estimate

Margin

—

no estimate

Segment margin

—

no estimate

as of 2026-05-06 · Earnings Surprise V1

Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.

Full fiscal year~1 year ahead

Full fiscal year · our forecast vs guidance vs consensus

Metric	Our forecast	Guidance	Consensus
EPS	—no estimate	—no estimate	9,06
Revenue	—no estimate	—no estimate	2,0B USD
Operating income	—no estimate	—no estimate	539,8M USD

Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.

Probabilistic model output — not investment advice. · generated 2026-07-07

Options

— missing data

Short squeeze

— missing data

Earnings-call key lines

— missing data

Consensus distribution

sell-side coverage

Recommendation distribution8 analysts

Strong buy2

Buy3

Hold3

Sell0

Strong sell0

12-month price target$160,33 · Median $162,33

Low $120,00High $200,00

Operating income · consensus539,8M USD

EPS surprise

−16,8 %

reported vs consensus · miss

Revenue surprise

−4,8 %

reported vs consensus · miss

Estimate revisions

consensus EPS · 26-week trend

— missing data

Sell-side observations

Low$120,00

Mean$160,33

Median$162,33

High$200,00

Spot$148,83

+7.7 %implied to mean12-month sell-side price targets · ▲ spot

Themes

— missing data

ESG

— missing data

Risk factors

Dilution riskLow

Liquidity riskLow

Filing-based flags

No immediate filing-based liquidity or dilution flags were detected.

Benchmarks vs cohort

Op Margin21,6 %Best in class

Net Margin17,5 %Above P75

ROE17,0 %Best in class

Capex / Rev-1,5 %Above P75

D/E0,00Above P75

Cash Conv1,34Above median

Corporate actions / M&A

— missing data

FX exposure

— missing data

Comparable transactions

— missing data

Derivatives & instruments

Derivative transactions

Net disposed 26 765 sh22 exercises · 8 grants8 insiders

THOMAS SCOTTEVP, General Counsel · Non-Qualified Stock Option (right to buy) → Common StockDisposed 1 300 @ $78,00exercise · 2026-06-03
Baumgartner Jeffrey WEVP, R&D · Incentive Stock Option (right to buy) → Common StockDisposed 804 @ $41,49exercise · 2026-06-02
Baumgartner Jeffrey WEVP, R&D · Non-Qualified Stock Option (right to buy) → Common StockDisposed 3 103 @ $41,49exercise · 2026-06-02
Baumgartner Jeffrey WEVP, R&D · Incentive Stock Option (right to buy) → Common StockDisposed 2 609 @ $38,34exercise · 2026-05-29
Baumgartner Jeffrey WEVP, R&D · Non-Qualified Stock Option (right to buy) → Common StockDisposed 7 391 @ $38,34exercise · 2026-05-29
Brannan AndrewEVP, Worldwide Sales · Performance Shares → Common StockDisposed 1 277exercise · 2026-05-21
THOMAS SCOTTEVP, General Counsel · Performance Shares → Common StockDisposed 1 490exercise · 2026-05-21
Grode DeniseEVP, CHRO · Performance Shares → Common StockDisposed 1 277exercise · 2026-05-21
Forsyth JohnDirector, CEO · Performance Shares → Common StockDisposed 8 513exercise · 2026-05-21
Dougherty Justin EEVP, Global Operations · Performance Shares → Common StockDisposed 1 490exercise · 2026-05-21
Baumgartner Jeffrey WEVP, R&D · Performance Shares → Common StockDisposed 1 490exercise · 2026-05-21
Alberty Carl JacksonEVP, MSP · Performance Shares → Common StockDisposed 1 490exercise · 2026-05-21
THOMAS SCOTTEVP, General Counsel · Non-Qualified Stock Option (right to buy) → Common StockDisposed 9 942 @ $68,56exercise · 2026-04-09
Woolard JeffreyChief Financial Officer · Restricted Stock Units → Common StockDisposed 11 862exercise · 2026-03-05
Alberty Carl JacksonEVP, MSP · Incentive Stock Option (right to buy) → Common StockDisposed 1 197 @ $78,00exercise · 2026-02-27
THOMAS SCOTTEVP, General Counsel · Incentive Stock Option (right to buy) → Common StockDisposed 3 239 @ $54,65exercise · 2026-02-13
Dougherty Justin EEVP, Global Operations · Restricted Stock Units → Common StockDisposed 3 012exercise · 2026-02-06
THOMAS SCOTTEVP, General Counsel · Performance Shares → Common StockDisposed 2 169exercise · 2026-02-06
Grode DeniseEVP, CHRO · Restricted Stock Units → Common StockDisposed 2 687exercise · 2026-02-06
Grode DeniseEVP, CHRO · Performance Shares → Common StockDisposed 1 935exercise · 2026-02-06
THOMAS SCOTTEVP, General Counsel · Restricted Stock Units → Common StockDisposed 3 012exercise · 2026-02-06
Dougherty Justin EEVP, Global Operations · Performance Shares → Common StockDisposed 2 169exercise · 2026-02-06
Grode DeniseEVP, CHRO · Performance Shares → Common StockAcquired 3 494grant · 2026-02-05
Woolard JeffreyChief Financial Officer · Restricted Stock Units → Common StockAcquired 11 242grant · 2026-02-05
Woolard JeffreyChief Financial Officer · Performance Shares → Common StockAcquired 9 058grant · 2026-02-05

Actions

Set alert Open in charts

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— missing data

Data sources

Market data
Market data cache
Issuer disclosures
Public news
Earnings transcripts
Consensus estimates
ESG data

How metrics are computed

Ev To Operating Cash Flow
enterprise_value / operating_cash_flow
Return On Equity
net_income / total_equity
Price To Earnings
market_price / (net_income / shares_outstanding_diluted)
Price To Book
market_price / (adjusted_book_value / shares_outstanding_diluted)
Dilution Ratio
(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
Market Price
input from market-data provider (delayed close or quote-shim mid)

Source documents

CRUS.O Market data — financials · 2026-05-27
Cirrus Logic Inc Market data — analyst estimates · 2026-05-27

Ownership & reference

Top holders

AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,07 %$144M
First Trust Advisors L.P.Investment Managers · as of 2026-03-310,05 %$69M
Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,04 %$192M
Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,04 %$190M
BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,02 %$752M
Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,02 %$100M
American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,02 %$30M
Invesco QQQ TrustFunds · as of 2026-03-310,02 %$99M
JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,01 %$29M
Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,01 %$209M
Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,01 %$768M
Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,01 %$58M
Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,01 %$79M
State Street Investment Management (US)Investment Managers · as of 2026-03-310,01 %$281M
Victory Capital Management Inc.Investment Managers · as of 2026-03-310,01 %$14M
Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,01 %$16M
UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,01 %$43M
Nuveen LLCInvestment Managers · as of 2024-12-310,01 %$25M
Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,01 %$22M
EATON VANCE MANAGEMENTInstitutional Investor · as of 2022-09-300,01 %$0M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/Institutional Investor · as of 2026-03-310,01 %$18M
Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,01 %$23M
Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,01 %$94M
Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$37M
FMR LLCInstitutional Investor · as of 2026-03-310,00 %$92M
T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$10M
AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,00 %$12M
Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$11M
JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,00 %$3M
LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$2M
PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

Leadership

John M. ForsythPresident, Chief Executive Officer, Director

Insider activity

Net selling0 buys · 13 sellsnet -$7,8M9 insiders · last 365d

Baumgartner Jeffrey WEVP, R&D · Common StockSold 1 170 @ $168,23$197K · 2026-06-22
THOMAS SCOTTEVP, General Counsel · Common StockOther 1 300 @ $78,00$101K · 2026-06-03
THOMAS SCOTTEVP, General Counsel · Common StockSold 1 300 @ $180,04$234K · 2026-06-03
Baumgartner Jeffrey WEVP, R&D · Common StockOther 3 907 @ $41,49$162K · 2026-06-02
Baumgartner Jeffrey WEVP, R&D · Common StockSold 3 907 @ $168,54$658K · 2026-06-02
Brannan AndrewEVP, Worldwide Sales · Common StockSold 1 645 @ $175,75$289K · 2026-05-29
Baumgartner Jeffrey WEVP, R&D · Common StockOther 10 000 @ $38,34$383K · 2026-05-29
Baumgartner Jeffrey WEVP, R&D · Common StockSold 11 171 @ $171,65$1,9M · 2026-05-29
Brannan AndrewEVP, Worldwide Sales · Common StockOther 925 · 2026-05-21
Brannan AndrewEVP, Worldwide Sales · Common StockOther 463 @ $166,62$77K · 2026-05-21
THOMAS SCOTTEVP, General Counsel · Common StockOther 1 080 · 2026-05-21
THOMAS SCOTTEVP, General Counsel · Common StockOther 425 @ $166,62$71K · 2026-05-21
Grode DeniseEVP, CHRO · Common StockOther 925 · 2026-05-21
Grode DeniseEVP, CHRO · Common StockOther 282 @ $166,62$47K · 2026-05-21
Forsyth JohnDirector, CEO · Common StockOther 6 171 · 2026-05-21
Forsyth JohnDirector, CEO · Common StockOther 2 429 @ $166,62$405K · 2026-05-21
Dougherty Justin EEVP, Global Operations · Common StockOther 1 080 · 2026-05-21
Dougherty Justin EEVP, Global Operations · Common StockOther 419 @ $166,62$70K · 2026-05-21
Dougherty Justin EEVP, Global Operations · Common StockSold 2 000 @ $166,50$333K · 2026-05-21
Baumgartner Jeffrey WEVP, R&D · Common StockOther 1 080 · 2026-05-21
Baumgartner Jeffrey WEVP, R&D · Common StockOther 419 @ $166,62$70K · 2026-05-21
Alberty Carl JacksonEVP, MSP · Common StockOther 1 080 · 2026-05-21
Alberty Carl JacksonEVP, MSP · Common StockOther 419 @ $166,62$70K · 2026-05-21
DAVERN ALEXANDER MDirector · Common StockSold 1 000 @ $159,00$159K · 2026-05-20
Forsyth JohnDirector, CEO · Common StockSold 5 000 @ $170,41$852K · 2026-05-08

Short positioning

2.9Mshares short-0.5% vs prior

5.37days to cover

72.9%short of daily vol

2.7Kfails-to-deliver

as of 2026-06-15 · short-interest report (free)

Geographic breakdown

— missing data

Listings · one canonical issuer all listings resolve to the canonical

CRUS.OCanonical

NASDAQ · USD

Intel & risk

PredictorBeat prob33 %Surprise-0,02Full forecast →

peak dispatch · —

OSINT findings

Dilution riskLow

Liquidity riskLow

No immediate filing-based liquidity or dilution flags were detected.

Relationship graph

This companyPeerSectorCustomersSuppliersSubsidiaries

Evidence & claims

From filings & derived data

Revenue (YoY) (2026-03-28 vs 2025-03-29): 5.3%Derived (calculated)
EPS (diluted) (YoY) (2026-03-28 vs 2025-03-29): 30.8%Derived (calculated)
Gross margin (FY 2026-03-28): 52.8%Derived (calculated)
R&D expense (YoY) (2026-03-28 vs 2025-03-29): -0.2%Derived (calculated)
Gross profit (YoY) (2026-03-28 vs 2025-03-29): 5.8%Derived (calculated)
Operating cash flow (YoY) (2026-03-28 vs 2025-03-29): 46.4%Derived (calculated)
Net income (YoY) (2026-03-28 vs 2025-03-29): 25.0%Derived (calculated)
Operating income (YoY) (2026-03-28 vs 2025-03-29): 12.2%Derived (calculated)
EPS (basic) (YoY) (2026-03-28 vs 2025-03-29): 29.8%Derived (calculated)
Net margin (FY 2026-03-28): 20.7%Derived (calculated)
Cost of revenue (YoY) (2026-03-28 vs 2025-03-29): 4.8%Derived (calculated)
Capex (YoY) (2026-03-28 vs 2025-03-29): -38.6%Derived (calculated)
EPS (basic) (annual): USD-PER-SHARES 8SEC XBRL filing
Revenue (annual): USD 2BSEC XBRL filing
Net income (annual): USD 414.41MSEC XBRL filing
Operating income (annual): USD 460.38MSEC XBRL filing
R&D expense (annual): USD 433.95MSEC XBRL filing
Cost of revenue (annual): USD 943.21MSEC XBRL filing
Gross profit (annual): USD 1.05BSEC XBRL filing
Total operating expenses (annual): USD 593.79MSEC XBRL filing
Pre-tax income (annual): USD 496.73MSEC XBRL filing
Operating cash flow (annual): USD 650.6MSEC XBRL filing
EPS (diluted) (annual): USD-PER-SHARES 8SEC XBRL filing
Capex (annual): USD 13.99MSEC XBRL filing

Showing 24 of 53 surfaced claims.

Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

The Thread

Everything we know, in order

2026-07-28EVENTUpcomingQ1 2026 earnings (expected) estimated date

2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)

2026-06-22 00:00 UTCINSIDER8 insider transactions — 2026-06 · net sell $826k 3 derivative

2026-06-22INSIDERBaumgartner Jeffrey W sold 1.2k sh — EVP, R&D ~$197k

2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated

2026-06-03FILINGDEF 14A filing →

2026-06-03INSIDERTHOMAS SCOTT transacted 1.3k sh — EVP, General Counsel ~$101k

2026-06-03INSIDERTHOMAS SCOTT sold 1.3k sh — EVP, General Counsel ~$234k

2026-06-03INSIDERTHOMAS SCOTT disposed of 1.3k sh Non-Qualified Stock Option (right to buy) — EVP, General Counsel

2026-06-02INSIDERBaumgartner Jeffrey W transacted 3.9k sh — EVP, R&D ~$162k

2026-06-02INSIDERBaumgartner Jeffrey W sold 3.9k sh — EVP, R&D ~$658k

2026-06-02INSIDERBaumgartner Jeffrey W disposed of 804 sh Incentive Stock Option (right to buy) — EVP, R&D

2026-06-02INSIDERBaumgartner Jeffrey W disposed of 3.1k sh Non-Qualified Stock Option (right to buy) — EVP, R&D

2026-05-29 00:00 UTCINSIDER29 insider transactions — 2026-05 · net sell $4.0M 9 derivative

2026-05-29INSIDERBrannan Andrew sold 1.6k sh — EVP, Worldwide Sales ~$289k

2026-05-29INSIDERBaumgartner Jeffrey W transacted 10.0k sh — EVP, R&D ~$383k

2026-05-29INSIDERBaumgartner Jeffrey W sold 11.2k sh — EVP, R&D ~$1.92M

2026-05-29INSIDERBaumgartner Jeffrey W disposed of 2.6k sh Incentive Stock Option (right to buy) — EVP, R&D

2026-05-29INSIDERBaumgartner Jeffrey W disposed of 7.4k sh Non-Qualified Stock Option (right to buy) — EVP, R&D

2026-05-21FILING10-K filing →

2026-05-21INSIDERBrannan Andrew transacted 925 sh — EVP, Worldwide Sales

2026-05-21INSIDERBrannan Andrew transacted 463 sh — EVP, Worldwide Sales ~$77k

2026-05-21INSIDERTHOMAS SCOTT transacted 1.1k sh — EVP, General Counsel

2026-05-21INSIDERTHOMAS SCOTT transacted 425 sh — EVP, General Counsel ~$71k

2026-05-21INSIDERGrode Denise transacted 925 sh — EVP, CHRO

2026-05-21INSIDERGrode Denise transacted 282 sh — EVP, CHRO ~$47k

2026-05-21INSIDERForsyth John transacted 6.2k sh — Director, CEO

2026-05-21INSIDERForsyth John transacted 2.4k sh — Director, CEO ~$405k

2026-05-21INSIDERDougherty Justin E transacted 1.1k sh — EVP, Global Operations

2026-05-21INSIDERDougherty Justin E transacted 419 sh — EVP, Global Operations ~$70k

2026-05-21INSIDERDougherty Justin E sold 2.0k sh — EVP, Global Operations ~$333k

2026-05-21INSIDERBaumgartner Jeffrey W transacted 1.1k sh — EVP, R&D

2026-05-21INSIDERBaumgartner Jeffrey W transacted 419 sh — EVP, R&D ~$70k

2026-05-21INSIDERAlberty Carl Jackson transacted 1.1k sh — EVP, MSP

2026-05-21INSIDERAlberty Carl Jackson transacted 419 sh — EVP, MSP ~$70k

2026-05-21INSIDERBrannan Andrew disposed of 1.3k sh Performance Shares — EVP, Worldwide Sales

Showing the 40 most recent of 64 entries.

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