大师持有数 · 近 4 季ⓘ
2
2025Q2 – 2026Q1 · 与上季持平
持仓机构本季动作仓位价值占其组合风格
Fundsmithⓘ减仓-21.87%$824M6.42%高质量成长 / 长期集中持有
Polenⓘ减仓-27.56%$391M2.7%质量成长 / GARP 集中长持
机构如何谈论它ⓘ
2025-12-31Fundsmith看多Fundsmith Annual Letter to Shareholders 2025详情 →
2025-06-30Fundsmith看多Fundsmith Semi-Annual Letter to Shareholders 2025详情 →
2024-12-31Fundsmith看多Fundsmith Annual Letter to Shareholders 2024详情 →
2024-06-30Fundsmith中性Fundsmith Semi-Annual Letter to Shareholders 2024详情 →
2024-06-30Fundsmith看多Fundsmith Equity Fund Interim Report 2024详情 →
2023-12-31Fundsmith中性Fundsmith Equity Fund Annual Report 2023详情 →
2023-06-30Fundsmith中性Fundsmith Equity Fund Interim Report 2023详情 →
2022-12-31Fundsmith看多Fundsmith Equity Fund Annual Report 2022详情 →
财报电话会ⓘ
财务速览ⓘFY2025 · 来源: SEC EDGAR 10-K
近5年营收年化 8% · 最新净利率 24.6% · 自由现金流持续为正
营收$4.30B
营收同比+10.4%
毛利率61.8%
净利率24.6%
净利润$1.06B
自由现金流$1.06B
经营现金流$1.18B
ROE66%