
NetApp, Inc.
NASDAQ•NTAP
CEO: Mr. George Kurian
セクター: Technology
業種: Computer Hardware
上場日: 1995-11-21
NetApp, Inc. provides a range of enterprise software, systems, and services that customers use to transform their data infrastructures in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. It operates in two segments, Hybrid Cloud and Public Could. The company offers data management software, such as NetApp ONTAP, NetApp Snapshot, NetApp SnapCenter Backup Management, NetApp SnapMirror Data Replication, NetApp SnapLock Data Compliance, and NetApp Astra; and storage infrastructure solutions, including NetApp All-Flash FAS, NetApp All-Flash FAS with capacity flash, NetApp All-Flash SAN Array, NetApp Fabric Attached Storage, NetApp E/EF series, and NetApp StorageGRID. It also provides cloud storage and data services comprising NetApp Cloud Volumes ONTAP, Azure NetApp Files, Amazon FSx for NetApp ONTAP, and Google Cloud NetApp Volumes, as well as NetApp BlueXP, BlueXP Sync, BlueXP Tiering, NetApp Backup, BlueXP Compliance, and BlueXP Cache; and cloud operations services consist of NetApp Cloud Insights, Spot by NetApp, and Instaclustr. In addition, the company offers professional and support services, such as storage-as-a-service (STaaS), strategic consulting, professional, managed, and support services, as well as assessment, design, implementation, and migration services. It serves various industries comprising energy, financial services, government, technology, internet, life sciences, healthcare services, manufacturing, media, entertainment, animation, video postproduction, and telecommunications through a direct sales force and an ecosystem of partners. NetApp, Inc. was incorporated in 1992 and is headquartered in San Jose, California.
連絡先情報
時価総額
$21.09B
PER (TTM)
17.9
32.5
配当利回り
2.0%
52週高値
$127.78
52週安値
$71.84
52週レンジ
順位23Top 9.4%
5.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.8 / 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
$1.71B+2.83%
直近4四半期の推移
EPS
$1.53+4.08%
直近4四半期の推移
フリーCF
$78.00M+30.00%
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
Net Revenue Growth Net revenues grew 2% to $3.26B for six months ended October 24, 2025, driven by product and services increases.
Operating Cash Surge Cash provided by operating activities reached $800M for six months, a substantial increase from $446M last year.
EPS Improvement Noted Diluted net income per share improved to $2.66 for the six-month period, up from $2.59 previously reported.
Debt Principal Repaid Successfully repaid $750M principal on 1.875% Senior Notes due June 2025 upon maturity during the period.
リスク要因
Asset Base Reduction Total assets declined $1.19B to $9.63B as of October 24, 2025, from the April 25, 2025 balance.
Patent Litigation Exposure Ongoing patent litigation exposes company to potential significant monetary damages or injunctions if unfavorable rulings occur.
Tax Audit Uncertainties Unrecognized tax benefits total $49M net, subject to uncertainties from ongoing income tax audits in multiple jurisdictions.
Inventory Commitment Risk Non-cancelable purchase commitments for inventory totaled $0.7B as of October 24, 2025, subject to demand forecasts.
見通し
Future Revenue Visibility $4.9B in remaining performance obligations provide strong revenue visibility, expecting 47% recognized next 12 months.
Stock Repurchase Authorization Board authorized $1.1B additional common stock repurchase program for fiscal 2026, with $902M remaining authorization.
FY2026 Capital Spending Anticipated capital expenditures for the remainder of fiscal 2026 are projected to be between $90M and $140M.
Restructuring Completion Expected Restructuring activities related to prior plans are expected to be substantially complete by the end of fiscal 2026.
同業比較
売上高 (TTM)
HPQ$55.30B
JBL$31.11B
FLEX$26.84B
粗利益率 (最新四半期)
88.5%
85.3%
PTC81.1%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| ASX | $49.04B | 37.4 | 12.8% | 29.7% |
| TDY | $30.98B | 34.8 | 8.6% | 16.2% |
| ZM | $28.43B | 18.0 | 17.7% | 0.4% |
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
1.3%
緩やかな成長
4四半期純利益CAGR
0.7%
収益性の緩やかな改善
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2月26日
EPS:$2.08
|売上高:$1.70B
財務レポート
財務データ
全年度
Form 10-Q - Q2 2026
会計期末: 2025年10月24日|提出日: 2025年11月25日|売上高: $1.71B+2.8%|EPS: $1.53+4.1%予想を下回るForm 10-Q - Q1 2026
会計期末: 2025年7月25日|提出日: 2025年8月27日|売上高: $1.56B+1.2%|EPS: $1.16-3.3%予想を下回るForm 10-K - FY 2025
会計期末: 2025年4月25日|提出日: 2025年6月9日|売上高: $6.57B+4.9%|EPS: $5.81+22.6%予想を下回るForm 10-Q - Q3 2025
会計期末: 2025年1月24日|提出日: 2025年2月27日|売上高: $1.64B+2.2%|EPS: $1.47-3.3%予想を下回るForm 10-Q - Q2 2025
会計期末: 2024年10月25日|提出日: 2024年11月25日|売上高: $1.66B+6.1%|EPS: $1.47+31.3%予想を下回るForm 10-Q - Q1 2025
会計期末: 2024年7月26日|提出日: 2024年8月28日|売上高: $1.54B+7.6%|EPS: $1.20+71.4%予想を下回るForm 10-K - FY 2024
会計期末: 2024年4月26日|提出日: 2024年6月10日|売上高: $6.27B-1.5%|EPS: $4.74-19.3%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年1月26日|提出日: 2024年2月29日|売上高: $1.61B+5.2%|EPS: $1.52+406.7%予想を下回る