佳明

Garmin（佳明）这家公司区别于苹果（Apple）和三星等消费电子巨头的底层逻辑差异。
一、 所谓的“军工基因”：其实是“高可靠性”基因
虽然佳明不是严格意义上的军火商（不像洛克希德·马丁），但它的**出身（航空航天与航海）决定了它的产品标准是“保命级”**的，而不是“消费级”的。...

$佳明(GRMN)$ 这生意看上去还不错，就是股本扩张太夸张了。最近4 年有 3 年的股本增幅超过 10%。。。

$佳明(GRMN)$ 三季报的数据都超预期，都很优秀啊。依旧下跌了10%，看了一下原因，市场任何户外核心板块增速低了，汽车板块-2%（本身也不赚钱的业务），多元化拓展使得毛利略降（依旧59%），市场用10%左右增速来匹配30pe的估值，那就对其盈利质量要求很高。再次感叹，国外的生意还是好做，佳明最近...

$佳明(GRMN)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001134100-25-000010  Act: 34  Size: 9 KB 网页链接

$佳明(GRMN)$ 144 Report of proposed sale of securities Accession Number: 0001969223-25-001099  Act: 33  Size: 4 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001014108-25-000071  Size: 12 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-323224  Size: 6 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-323212  Size: 6 KB 网页链接

$佳明(GRMN)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001014108-25-000070  Act: 34  Size: 9 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001014108-25-000078  Size: 16 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-316619  Size: 4 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-323213  Size: 6 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-323214  Size: 7 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-323226  Size: 11 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-323221  Size: 6 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001014108-25-000073  Size: 13 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001014108-25-000080  Size: 14 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-323215  Size: 10 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-323216  Size: 7 KB 网页链接

$佳明(GRMN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-323223  Size: 6 KB 网页链接