← BackCISCO SYSTEMS, INC. · Computer Communications EquipmentCSCO
The short versionA high-quality, profitable business with growing sales.
Going well
- Sales up 18% in the latest quarter vs a year ago
- Profitable every year for 10 years
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 5% to their holdings in the quarter ending June 2026 (1772 bought, 1917 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$110.25+3.5% that day
- Company value
- $434.7B
- Share price times all shares
- Price vs profit (P/E)
- 33.0x
- You pay about $33 for each $1 of yearly profit
- Price vs sales
- 6.9x
- Company value is 6.9 times a year of sales
- Dividend yield
- 1.5%
- Yearly dividend as a share of today's price
- Cash vs value
- 2%
- Cash as a share of company value
- Debt vs value
- 6%
- Debt as a share of company value
From CSCO's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jul '26 (worked out from yearly totals)$17.3B+18% vs a year earlier
Oct '23Tap a barJul '26
Last 12 months: $63.3B, up 12% from the 12 months before. Over 5 years, sales grew about 2.8% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.21.8%
- MissDebt under half of equityNot relying on borrowed money.0.52x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.18.0%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$13.3B
- PassShare count not growingNot diluting owners. Falling means buybacks.-4.6% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.64.9%
- Revenue
- $56.7B
- +5.3% vs prior year
- 5-year growth
- +2.8%/yr
- revenue, per year
- Total debt
- $24.6B
- 0.52x equity
- Current ratio
- 0.96x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jul 25, 2026- Revenue
- $17.3B
- +17.6% YoY
- EPS
- $0.97
- vs $0.64
- Op. margin
- 24.7%
- +3.7 pts
- Gross margin
- 64.1%
- +0.9 pts
- Free cash flow
- $5.0B
- Share count
- -0.3%
- vs a year ago
Some values are worked out from year-to-date totals in the annual report.
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 3.7
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+5.0%Institutions added 5.0% to their holdings. 1772 bought, 1917 sold.
Shares held by institutions3.18B
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-0.9%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.5x · $22.9B debtShares outstandingLatest reported
3.9BNext reportAround Nov 11 (est.)Estimated from the same quarter last year
- Results filedAug 12
- Results filedMay 13
- Results filedFeb 11
- Results filedNov 12, 2025
- Results filedAug 13, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardGirish D RishiDirector
419 shares
- Now owns 419 shares
- Filed 4 days after trade
Shares withheld for taxesOliver TuszikEVP, Global Sales
2,260 shares at $118.39 · $268K
- -1% of holdings
- Now owns 230,690 shares
- Filed 3 days after trade
Stock awardNichlas A FinkSVP, Chief Accounting Officer
7,826 shares
- +25% of holdings
- Now owns 39,178 shares
- Filed 2 days after trade
Stock awardOliver TuszikEVP, Global Sales
69,613 shares
- +43% of holdings
- Now owns 232,950 shares
- Filed 2 days after trade
Stock awardThimaya K. SubaiyaEVP, Operations
55,690 shares
- +44% of holdings
- Now owns 183,351 shares
- Filed 2 days after trade
Stock awardDeborah L StahlkopfEVP and Chief Legal Officer
55,690 shares
- +33% of holdings
- Now owns 222,806 shares
- Filed 2 days after trade