
Cisco Systems, Inc.
NASDAQ•CSCO
CEO: Mr. Charles H. Robbins
セクター: Technology
業種: Communication Equipment
上場日: 1990-02-16
Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; and wireless products include indoor and outdoor wireless coverage designed for seamless roaming use of voice, video, and data applications. In addition, it provides security, which comprising network security, identity and access management, secure access service edge, and threat intelligence, detection, and response offerings; collaboration products, such as Webex Suite, collaboration devices, contact center, and communication platform as a service; end-to-end collaboration solutions that can be delivered from the cloud, on-premise or within hybrid cloud environments allowing customers to transition their collaboration solutions from on-premise to the cloud; and observability offers network assurance, monitoring and analytics and observability suite. Further, the company offers a range of service and support options for its customers, including technical support and advanced services and advisory services. It serves businesses of various sizes, public institutions, governments, and service providers. The company sells its products and services directly, as well as through systems integrators, service providers, other resellers, and distributors. Cisco Systems, Inc. has strategic alliances with other companies. Cisco Systems, Inc. was incorporated in 1984 and is headquartered in San Jose, California.
連絡先情報
時価総額
$296.33B
PER (TTM)
26.8
40.9
配当利回り
2.2%
52週高値
$88.19
52週安値
$52.11
52週レンジ
順位15Top 3.1%
6.6
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 6.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q2 2026 データ
売上高
$15.35B+0.00%
直近4四半期の推移
EPS
$0.81+0.00%
直近4四半期の推移
フリーCF
$2.15B+0.00%
直近4四半期の推移
2026 Q1 決算ハイライト
主なハイライト
Revenue Grew 8% Total revenue reached $14.88B USD, marking an 8% increase driven by 10% product revenue growth.
Net Income Rises 5% Net income was $2.86B USD for the quarter, reflecting a 5% increase compared to prior period results.
Operating Margin Expansion Operating income margin improved significantly to 22.6% of revenue, a 5.6 percentage point increase year-over-year.
Strong Product Revenue Growth Product revenue increased 10% to $11.08B USD, led by Networking solutions growth of 15%.
リスク要因
Supply Chain Exposure High Inventory and purchase commitments increased 10%, raising exposure to potential excess/obsolete inventory charges.
Macroeconomic Uncertainty Persists Global economic challenges, tariffs, and geopolitical tensions may slow IT spending and negatively impact demand.
IP Litigation Unresolved Ongoing patent infringement claims in US/Europe lack estimable loss ranges, posing reputation and financial risk.
Restructuring Charges Incurred Incurred $147M USD in restructuring charges this quarter related to the $1B Fiscal 2025 Plan.
見通し
Strategy Focus on AI Management plans continued investment in key priority areas, including Artificial Intelligence integration across portfolios.
Capital Return Commitment Target remains returning a minimum of 50% of free cash flow annually via dividends and stock repurchases.
Debt Management Stable Total debt remains near $28.09B USD; company remains compliant with all debt covenants as of October 25, 2025.
Subscription Revenue Growth Subscription revenue grew 2%, indicating ongoing shift, though product revenue growth outpaced services revenue growth.
同業比較
売上高 (TTM)
SONY$81.20B
$67.54B
CSCO$59.05B
粗利益率 (最新四半期)
CRM78.0%
SAP73.0%
CSCO65.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| MU | $465.93B | 39.1 | 22.4% | 14.5% |
| CSCO | $296.33B | 26.8 | 23.6% | 24.4% |
| LRCX | $288.83B | 46.9 | 62.6% | 21.0% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.8%
緩やかな成長
4四半期純利益CAGR
8.4%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月12日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q1 2026
会計期末: 2025年10月25日|提出日: 2025年11月18日|売上高: $14.88B+7.5%|EPS: $0.72+5.9%予想を下回るForm 10-K - FY 2025
会計期末: 2025年7月26日|提出日: 2025年9月3日|売上高: $56.65B+5.3%|EPS: $2.56+0.4%予想を下回るForm 10-Q - Q3 2025
会計期末: 2025年4月26日|提出日: 2025年5月20日|売上高: $14.15B+11.4%|EPS: $0.63+34.0%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年1月25日|提出日: 2025年2月18日|売上高: $13.99B+9.4%|EPS: $0.61-6.2%予想を下回るForm 10-Q - Q1 2025
会計期末: 2024年10月26日|提出日: 2024年11月19日|売上高: $13.84B-5.6%|EPS: $0.68-24.4%予想を下回るForm 10-K - FY 2024
会計期末: 2024年7月27日|提出日: 2024年9月5日|売上高: $53.80B-5.6%|EPS: $2.55-17.2%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年4月27日|提出日: 2024年5月21日|売上高: $12.70B-12.8%|EPS: $0.47-40.5%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年1月27日|提出日: 2024年2月20日|売上高: $12.79B-5.9%|EPS: $0.65-4.4%予想を下回る