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
$309.49B
PER (TTM)
28.0
39.4
配当利回り
2.1%
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 Q2 決算ハイライト
主なハイライト
Strong Quarterly Revenue Growth Total revenue reached $15.35B, marking a 10% increase compared to prior year period for the second quarter.
Net Income Jumps 31% Net income was $3.18B for the quarter, driven by revenue growth and operating margin improvement across segments.
Networking Product Momentum Networking product revenue increased 21% to $8.29B, led by strong performance in AI Infrastructure solutions.
Operating Margin Expansion Operating income as percentage of revenue rose 2.3 points to 24.6% due to efficiency gains and lower amortization.
リスク要因
Security Revenue Declines Security revenue fell 4% due to customer shift from on-premise to cloud Splunk offerings, impacting near-term sales.
Supply Chain Exposure Rises Inventory and purchase commitments increased 24% and 32% respectively, risking material excess or obsolescence charges.
Macroeconomic Uncertainty Risk Challenging global economy, inflation, and trade barriers could reduce demand and increase overhead costs materially.
AI Legal and Regulatory Risk Evolving AI landscape creates uncertainty regarding compliance, potential litigation, and reputational damage to the brand.
見通し
Strategic AI Investment Focus Management remains focused on investing in AI, cloud, and cybersecurity to drive profitable long-term growth objectives.
Free Cash Flow Return Target returning minimum 50% of free cash flow annually via dividends and common stock repurchases moving forward.
Debt Structure Stability Company remains compliant with debt covenants; long-term debt principal payments extend through 2064 maturity dates.
Share Repurchase Authority Approximately $10.8B remains authorized for stock repurchases under the existing program with no termination date.
同業比較
売上高 (TTM)
$81.20B
$67.54B
$59.05B
粗利益率 (最新四半期)
77.6%
74.8%
65.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| MU | $479.61B | 40.3 | 22.4% | 14.5% |
| CSCO | $309.49B | 28.0 | 23.6% | 24.4% |
| AMAT | $271.04B | 34.5 | 38.9% | 19.1% |
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:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
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データなし