Search, Detection, Navigation, Guidance, Aeronautical Sys · SIC 3812

GARMIN LTD

GRMN

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Latest revenue

$1.75B

as of 2026-03-28

Latest net income

$405.1M

as of 2026-03-28

Net margin

23.1%

as of 2026-03-28

Price · 5Y

+13.6% / yr 0.2 pts / yr vs S&P 500 88.5% total
Compare:

Live market

delayed ≤15 min
$240.71
0.39%
Market cap
$46.42B
Enterprise value
$44.13B
P/E (trailing)
27.9×
Forward P/E
P/B
5.01×
Dividend yield
1.5%
52-wk high
$273.32
52-wk low
$186.67
Beta
Shares out
192.9M

5-year trend

What this company does

AI

Garmin designs and sells GPS-enabled devices including smartwatches, fitness trackers, marine electronics, aviation avionics, and outdoor and automotive navigation products. The company generates revenue primarily from hardware sales across these five segments, with consumer wearables (fitness and outdoor watches) driving most of its growth. Q1 2026 sales rose 14% year-over-year to $1.75 billion with operating income up 30%, reflecting strong demand and expanding margins on a debt-free balance sheet holding over $4.3 billion in cash and securities.

Generated from GRMN's filing dated 2026-02-18

Key risks

AI
  • FX exposure material: Q1 swung to $50.1M translation loss versus $8.7M gain prior year; foreign currency gains collapsed to $3.1M from $24.8M.
  • Inventory build outpacing sales: inventories rose to $1.85B (+4.4% QoQ) while AR dropped $312M, suggesting potential channel destocking or demand softening ahead.
  • Swiss-domiciled tax structure risk: effective tax rate just 14.3%; any OECD Pillar Two or Swiss tax reform could materially compress $405M quarterly net income.

Generated from GRMN's filing dated 2026-02-18

Profitability

Gross margin

58.7%

0.1%

Operating margin

25.9%

2.3%

Net margin

23.0%

2.5%

Return on equity

18.5%

3.1%

Return on assets

15.1%

3.3%

Leverage

Debt / equity

0.23×

0.8%

Debt / assets

18.4%

0.7%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-28

$1.75B+14.2%$405.1M+21.7%23.1%

Q4 2025

2025-12-27

$2.12B+16.6%$528.7M+21.3%24.9%

Q3 2025

2025-09-27

$1.77B+11.7%$401.6M+0.6%22.7%

Q2 2025

2025-06-28

$1.81B+20.4%$400.8M+33.3%22.1%

Q1 2025

2025-03-29

$1.54B+11.1%$332.8M+20.6%21.7%

Q4 2024

2024-12-28

$1.82B$435.7M23.9%

Q3 2024

2024-09-28

$1.59B+24.1%$399.1M+55.1%25.2%

Q2 2024

2024-06-29

$1.51B+14.1%$300.6M+4.4%20.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Search, Detection, Navigation, Guidance, Aeronautical Sys · SIC 3812

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$19.4M

Net activity

−$19.4M

Distinct insiders

9

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-08

Laurie A Minard

VP, Human Resources

Sale984$241.98$238.1K
2026-05-08

Laurie A Minard

VP, Human Resources

Sale100$242.59$24.3K
2026-03-10

Edward J. Link

VP, Information Technology

Sale1,275$243.64$310.6K
2026-02-26

Clifton A Pemble

President and CEO

Sale434$249.29$108.2K
2026-02-26

Clifton A Pemble

President and CEO

Sale8,286$251.06$2.1M
2026-02-26

Clifton A Pemble

President and CEO

Sale10,448$252.01$2.6M
2026-02-26

Clifton A Pemble

President and CEO

Sale746$252.71$188.5K
2026-02-26

Matthew Munn

EVP, Man. Director - Auto OEM

Sale4,675$250.90$1.2M
2026-02-26

Matthew Munn

EVP, Man. Director - Auto OEM

Sale600$251.52$150.9K
2026-02-26

Douglas G. Boessen

CFO and Treasurer

Sale1,412$251.01$354.4K
2026-02-26

Douglas G. Boessen

CFO and Treasurer

Sale1,920$252.01$483.9K
2026-02-26

Douglas G. Boessen

CFO and Treasurer

Sale155$253.26$39.3K
2026-02-26

Patrick Desbois

co-COO

Sale3,110$251.08$780.9K
2026-02-26

Patrick Desbois

co-COO

Sale3,220$252.03$811.5K
2026-02-26

Patrick Desbois

co-COO

Sale364$253.19$92.2K
2026-02-26

Susan Lyman

VP, Consumer Sales & Marketing

Sale2,814$251.04$706.4K
2026-02-26

Susan Lyman

VP, Consumer Sales & Marketing

Sale991$252.09$249.8K
2026-02-23

Laurie A Minard

VP, Human Resources

Sale837$247.28$207.0K
2026-02-20

Sean Biddlecombe

Managing Director, EMEA

Sale1,071$240.76$257.9K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns GRMN

Institutional value

$15.29B

Total shares held

69.2M

Distinct holders

717

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.15.4M$3.58BNew
2VANGUARD CAPITAL MANAGEMENT LLC10.6M$2.46BNew
3VANGUARD PORTFOLIO MANAGEMENT LLC7.9M$1.83BNew
4Artisan Partners Limited Partnership5.5M$1.28BNew
5JPMORGAN CHASE & CO1.9M$427.0MNew
6DIMENSIONAL FUND ADVISORS LP1.6M$378.5MNew
7UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.4M$323.8MNew
8Legal & General Group Plc1.2M$275.0MNew
9Invesco Ltd.1.2M$274.7MNew
10VANGUARD FIDUCIARY TRUST CO920.3K$213.5MNew
11Bank of New York Mellon Corp836.8K$194.1MNew
12WELLS FARGO & COMPANY/MN806.8K$187.2MNew
13UBS Group AG586.3K$136.0MNew
14Pictet Asset Management Holding SA547.7K$127.1MNew
15DEUTSCHE BANK AG\521.5K$121.0MNew
16Swiss National Bank479.8K$111.3MNew
17Nuveen, LLC467.8K$108.5MNew
18Walleye Capital LLC438.2K$101.7MNew
19Sumitomo Mitsui Trust Group, Inc.418.6K$97.1MNew
20Robeco Institutional Asset Management B.V.405.3K$94.0MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Inventory rose to $1.85B against 14% revenue growth—are you building for demand or facing channel sell-through softness in Fitness/Outdoor?

  2. 2

    Gross margin expanded to 59.4% from 57.6%; how much is FX/mix versus sustainable, and what's the tariff exposure for FY26?

  3. 3

    Tax provision was just 14.3% versus 14.5% prior year—what's your assumption for OECD Pillar Two impact on Switzerland-domiciled earnings?

Refreshed when GRMN files a new report · last from 2026-02-18