大师持有数 · 近 5 季ⓘ
2
2025Q2 – 2026Q2 · 较上季 -1
持仓机构本季动作仓位价值占其组合风格
Fundsmithⓘ减仓-29.22%$853M6.25%高质量成长 / 长期集中持有
AKO减仓-75.11%$0M1.78%质量成长 / 集中长持
机构如何谈论它ⓘ
2025-07-16Colossus (Invest Like the Best / Business Breakdowns)中性Agilent: Back To The Lab - [Business Breakdowns, EP.223]详情 →
2025-06-30Fundsmith中性Fundsmith Semi-Annual Letter to Shareholders 2025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 →
2023-06-30Fundsmith中性Fundsmith Equity Fund Interim Report 2023详情 →
2020-06-30Fundsmith中性Fundsmith Equity Fund Interim Report 2020详情 →
2018-12-31Fundsmith看空Fundsmith Equity Fund Annual Report 2018详情 →
2017-06-30Fundsmith看多Fundsmith Equity Fund Interim Report 2017详情 →
13D/G 大额持股披露ⓘ
财报电话会ⓘ
财务速览ⓘFY2025 · 来源: SEC EDGAR 10-K
近5年营收年化 3% · 最新净利率 20.3% · 自由现金流持续为正
营收$3.17B
营收同比+7%
毛利率59.3%
净利率20.3%
净利润$0.64B
自由现金流$0.54B
经营现金流$0.65B
ROE25.1%