Sonos, Inc.

NASDAQ•SONO

CEO: Mr. Thomas Conrad

セクター: Technology

業種: Consumer Electronics

上場日: 2018-08-02

Sonos, Inc., together with its subsidiaries, designs, develops, manufactures, and sells audio products and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company offers wireless, portable, and home theater speakers; and headphones, components, and accessories. It offers its products through physical stores, websites, online retailers, and custom installers. The company was formerly known as Rincon Audio, Inc. and changed its name to Sonos, Inc. in May 2004. Sonos, Inc. was incorporated in 2002 and is headquartered in Santa Barbara, California.

連絡先情報

301 Coromar Drive, Santa Barbara, CA, 93117, United States

805-965-3001

www.sonos.com

時価総額

$1.76B

PER (TTM)

75.1

36.1

配当利回り

52週高値

$19.82

52週安値

$9.65

52週レンジ

50%

順位41Top 44.9%

4.0

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

堅調 • 4 / 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

$281.53M+0.00%

直近4四半期の推移

EPS

-$0.24+0.00%

直近4四半期の推移

フリーCF

-$70.15M+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

Net Income Surges Significantly Net income $93.8M, increasing 86.7% from $50.2M; Diluted EPS $0.75 versus $0.40 comparison period.

Gross Margin Expansion Achieved Gross margin improved 270 basis points to 46.5% due to lower material costs and inventory write-downs.

Strong Operating Cash Flow Operating cash flow $163.3M, showing positive momentum; Cash balance grew $137.8M period over period.

System Products Revenue Growth System products revenue grew 7.9% to $65.1M, partially offsetting overall revenue decline of 0.9%.

リスク要因

Global Macroeconomic Uncertainty Volatility in demand due to global economic/political conditions may impact results of operations materially.

Ongoing Google Litigation IP litigation against Google remains active; unfavorable outcome could adversely affect financial position and operations.

Inventory Write-Down Exposure Reserves for excess and obsolete inventory totaled $41.3M as of December 27, 2025, requiring management.

Foreign Currency Fluctuations Unhedged international sales expose revenue to exchange rate volatility, potentially causing adverse impacts.

見通し

Cost Transformation Continuation Focus remains on operational efficiency improvements following restructuring efforts completed in prior periods.

New Product Introduction Timing Recommitted to new product introductions, including the announcement of Amp Multi in January 2026.

Supply Chain Exit Completion Exiting partnership with one contract manufacturer expected to complete by second quarter fiscal 2026.

Liquidity Sufficiency Confirmed Existing cash, cash flows, and committed credit lines sufficient for working capital needs next 12 months.

同業比較

売上高 (TTM)

VSH

$3.19B

+9.9%

PLUS

$2.36B

+12.6%

TDC

$1.69B

-0.8%

粗利益率 (最新四半期)

PAYO

79.3%

-0.4pp

PRGS

72.0%

-1.4pp

CXM

65.7%

-4.8pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
AAOI	$13.90B	-303.8	-6.1%	11.1%
VSH	$5.03B	2206.7	0.1%	25.8%
BELFB	$3.27B	58.0	13.0%	23.8%

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

-6.5%

成長鈍化

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

75%

キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年8月5日

EPS:-$0.02

売上高:$365.66M

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

データなし