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We sell equipment, and provide the related software platforms, worldwide through a network of over 100 distributors, on-line retailers and direct to customers through our webstores. Our devices play a role in creating networking infrastructure in over 200 countries and territories around the world.
Margins and capital returns are both well above average: 32.50% operating margin, ROIC at 81.69%. Consistent with durable pricing power, though that alone doesn't make it a buy.
Revenue up 33.4% YoY with margins expanding 6.6pp.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
$3.10B
▲ +33.4% YoY
Net Income (TTM)
$942M
▲ +103.4% YoY
Op. Margin
35.75%
▲ +6.6pp YoY
ROIC
83.50%
▲ +39.0pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$741M
▲ +18.5% YoY
Op. Cash Flow (TTM)
$761M
▲ +18.2% YoY
Net Debt
-$302M
Net Cash Position
Cash & Equiv.
$369M
5Y CAGR: +14.9%
5Y CAGR: +7.9%
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