AAON AAON, Inc. - Common Stock
NASDAQ · Building · Visualizza su SEC EDGAR ↗ chiudi Ott 2, 2026 10-K/10-Q Ago 10, 2026AAON Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
AAON Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
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| Data ex-dividendo | Split | Tipo |
|---|---|---|
| 17 Agosto 2023 | 3-for-2 | Avanti |
| 17 Luglio 2014 | 3-for-2 | Avanti |
| 03 Luglio 2013 | 3-for-2 | Avanti |
| 14 Giugno 2011 | 3-for-2 | Avanti |
| 22 Agosto 2007 | 3-for-2 | Avanti |
| 05 Giugno 2002 | 3-for-2 | Avanti |
| 01 Ottobre 2001 | 3-for-2 | Avanti |
| 07 Marzo 1995 | 11-for-10 | Avanti |
| 16 Settembre 1993 | 1-for-4 | Inverso |
Informazioni su AAON, Inc. - Common Stock Panoramica della società da Wikipedia
AAON, Inc. manufactures heating, ventilation, and air conditioning equipment for commercial and industrial indoor environments. AAON is headquartered in Tulsa, Oklahoma and has manufacturing facilities in Longview, TX, Parkville, MO, and Redmond, OR. AAON employs approximately 4,000 people worldwide and has annual sales in excess of $880 million.
History
AAON was founded in 1988 when Norman H. Asbjornson set out to create a commercial HVAC company that designed and manufactured semi-custom equipment. Asbjornson purchased the heating and air-conditioning division of John Zink and created a new company called AAON. The name ensured the company would be listed first in the phone directories.
In 2000, AAON began to manufacture equipment in Longview and in 2019, broke ground on a facility expansion as part of a $28-million-dollar investment in the plant. Further expansion in Longview commenced in 2019 with the completion of a 220,000-square foot building, an additional $40 million investment. In 2023, the Longview Economic Development Corp. approved a second $40 million expansion and is scheduled to be completed in 2024.
Acquisitions
In 1991, AAON acquired Coils Plus in Longview, TX, initially only committed to manufacturing HVAC coils.
In 2018, AAON acquired Missouri-based WattMaster Controls (WCI) and entered a lease of the facility previously occupied by WCI.
In 2021, AAON acquired Oregon-based BASX Solutions (BASX). BASX designs and manufactures premium, highly customized commercial HVAC equipment for data centers, clean rooms, and other niche applications.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | AAON | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 43.6media 5 anni ≈53.0 | ≈53.0 | 31.2 | Sopravvalutato | |
| P/S (TTM) | 3.6media 5 anni ≈5.1 | ≈5.1 | 2.9 | Sopravvalutato | |
| P/B (MRQ) | 6.8media 5 anni ≈7.5 | ≈7.5 | 3.3 | Sopravvalutato | |
| Price / Cash Flow (Prezzo / Flusso di cassa) | 12738.6media 5 anni ≈2368.3 | ≈2368.3 | 14.5 | Sopravvalutato | |
| Prezzo / Valore contabile tangibile (MRQ) | 7.4media 5 anni ≈9.2 | ≈9.2 | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | AAON | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 25.6%media 5 anni ≈29.3% | ≈29.3% | 38.2% | Debole | |
| Margine Operativo (TTM) | 11.0%media 5 anni ≈14.9% | ≈14.9% | 17.0% | Debole | |
| EBITDA Margin (Margine EBITDA) | 15.6%media 5 anni ≈19.7% | ≈19.7% | 18.2% | Debole | |
| Margine ante imposte (TTM) | 9.9%media 5 anni ≈14.4% | ≈14.4% | 15.4% | Debole | |
| Margine di Profitto Netto (TTM) | 8.2%media 5 anni ≈11.8% | ≈11.8% | 10.7% | Sotto la media | |
| ROA (TTM) | 9.8%media 5 anni ≈13.6% | ≈13.6% | 7.5% | In linea | |
| ROE (TTM) | 17.3%media 5 anni ≈18.1% | ≈18.1% | 12.6% | Debole | |
| ROIC | 13.7%media 5 anni ≈18.0% | ≈18.0% | 14.5% | In linea |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | AAON | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 3.0media 5 anni ≈2.7 | ≈2.7 | 1.7 | Liquidità elevata | |
| Quick Ratio | 1.0media 5 anni ≈0.9 | ≈0.9 | 0.9 | Liquidità elevata |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | AAON | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 20.1%media 5 anni ≈24.9% | ≈24.9% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 17.5%media 5 anni ≈26.6% | ≈26.6% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 22.9% | · | · | · | |
| EPS YoY | -36.1%media 5 anni ≈9.9% | ≈9.9% | · | · | |
| Net Income YoY (Utile Netto YoY) | -36.2%media 5 anni ≈16.2% | ≈16.2% | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | 1.3%media 5 anni ≈18.1% | ≈18.1% | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 anni) | -2.8% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | 2.3%media 5 anni ≈25.1% | ≈25.1% | · | · | |
| Net Income CAGR 5Y (CAGR Utile Netto 5 anni) | 6.4% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | AAON | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 1.0media 5 anni ≈1.1 | ≈1.1 | 0.8 | Di prim'ordine | |
| Inventory Turnover (Rotazione delle scorte) | 4.7media 5 anni ≈4.0 | ≈4.0 | 4.7 | In linea | |
| Receivables Turnover (Rotazione dei crediti) | 6.2media 5 anni ≈8.2 | ≈8.2 | 8.7 | Debole | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$244.5K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo | Valuta | Rendimento |
|---|---|---|---|
| Set 4, 2026 | $0,10 | USD | ≈0.50% |
| Giu 5, 2026 | $0,10 | USD | ≈0.30% |
| Mar 18, 2026 | $0,10 | USD | ≈0.51% |
| Nov 26, 2025 | $0,10 | USD | ≈0.43% |
| Set 5, 2025 | $0,10 | USD | ≈0.47% |
| Giu 6, 2025 | $0,10 | USD | ≈0.37% |
| Mar 18, 2025 | $0,10 | USD | ≈0.43% |
| Nov 29, 2024 | $0,08 | USD | ≈0.23% |
| Set 6, 2024 | $0,08 | USD | ≈0.37% |
| Giu 7, 2024 | $0,08 | USD | ≈0.44% |
| Mar 15, 2024 | $0,08 | USD | ≈0.39% |
| Nov 28, 2023 | $0,08 | USD | ≈0.52% |
| Set 7, 2023 | $0,08 | USD | ≈0.61% |
| Giu 8, 2023 | $0,08 | USD | ≈0.50% |
| Mar 10, 2023 | $0,08 | USD | ≈0.61% |
| Nov 25, 2022 | $0,16 | USD | ≈0.55% |
| Giu 2, 2022 | $0,13 | USD | ≈0.69% |
| Nov 24, 2021 | $0,13 | USD | ≈0.48% |
| Giu 2, 2021 | $0,13 | USD | ≈0.60% |
| Nov 25, 2020 | $0,13 | USD | ≈0.58% |
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Ago 10, 2026 | $0.69 | $0.52 | 33.2% |
| 31 Marzo 2026 | $0.48 | $0.30 | 62.3% | |
| 31 Dicembre 2025 | $0.39 | $0.46 | -14.8% | |
| 30 Settembre 2025 | $0.37 | $0.33 | 12.8% | |
| 30 Giugno 2025 | $0.22 | $0.34 | -34.8% | |
| 31 Marzo 2025 | $0.37 | $0.24 | 53.9% | |
| 31 Dicembre 2024 | $0.30 | $0.54 | -44.8% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.44B | $1.20B | $1.17B | $889M | $535M | $515M | $469M | $434M | $405M | $384M | $359M | $356M | |
| Cost of Revenue | $1.06B | $804M | $769M | $651M | $397M | $359M | $350M | $330M | $282M | $266M | $250M | $248M | |
| Gross Profit | $386M | $397M | $399M | $238M | $138M | $156M | $119M | $104M | $124M | $118M | $109M | $108M | |
| R&D Expense | $58M | $47M | $44M | $47M | $17M | $17M | $15M | $14M | $13M | $12M | $8M | $6M | |
| SG&A Expense | $239M | $188M | $172M | $111M | $69M | $60M | $52M | $48M | $49M | $39M | $37M | $41M | |
| Operating Income | $146M | $209M | $227M | $127M | $69M | $102M | $67M | $55M | $74M | $80M | $71M | $68M | |
| Other Non-op | $230.0K | $378.0K | $503.0K | $399.0K | $61.0K | $51.0K | $-46.0K | $-47.0K | $91.0K | $105.0K | $-124.0K | $-36.0K | |
| Pretax Income | $129M | $207M | $223M | $125M | $69M | $102M | $67M | $56M | $75M | $80M | $71M | $68M | |
| Income Tax | $21M | $38M | $46M | $24M | $10M | $23M | $13M | $13M | $21M | $27M | $26M | $24M | |
| Net Income | $108M | $169M | $178M | $100M | $59M | $79M | $54M | $42M | $54M | $53M | $46M | $44M | |
| EPS (Basic) | $1.32 | $2.07 | $2.19 | $1.26 | $0.75 | $1.51 | $1.03 | $0.81 | $1.02 | $1.01 | $0.85 | $0.81 | |
| EPS (Diluted) | $1.29 | $2.02 | $2.13 | $1.24 | $0.73 | $1.49 | $1.02 | $0.80 | $1.01 | $1.00 | $0.84 | $0.80 | |
| Shares (Basic) | 81,529,140 | 81,473,131 | 81,156,114 | 79,582,480 | 78,606,298 | 52,168,679 | 52,079,865 | 52,284,616 | 52,572,496 | 52,924,398 | 54,045,841 | 54,809,319 | |
| Shares (Diluted) | 83,105,538 | 83,629,502 | 83,295,290 | 81,145,610 | 80,593,484 | 53,061,169 | 52,635,415 | 52,667,939 | 53,078,734 | 53,449,754 | 54,481,484 | 55,369,016 | |
| EBITDA | $225M | $272M | $274M | $162M | $100M | $127M | $90M | $73M | $74M | $80M | $71M | $68M |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $13.0K | $14.0K | $287.0K | $5M | $3M | $79M | $27M | $2M | $21M | $24M | $8M | $22M | |
| Receivables | $314M | $147M | $138M | $127M | $71M | $47M | $67M | $54M | $50M | $43M | $50M | $44M | |
| Inventory | $261M | $187M | $214M | $199M | $130M | $82M | $74M | $78M | $71M | $47M | $38M | $38M | |
| Prepaid Expense | $18M | $7M | $3M | $2M | $2M | $4M | $1M | $1M | $518.0K | $616.0K | $533.0K | $609.0K | |
| Current Assets | $869M | $488M | $409M | $349M | $218M | $220M | $188M | $141M | $154M | $141M | $124M | $125M | |
| PP&E (Net) | $631M | $510M | $370M | $305M | $258M | $223M | $178M | $163M | $142M | $115M | $101M | $92M | |
| PP&E (Gross) | $1.00B | $820M | $653M | $550M | $482M | $426M | $357M | $330M | $292M | $252M | $225M | $206M | |
| Accum. Depreciation | $373M | $310M | $283M | $245M | $224M | $203M | $179M | $167M | $150M | $137M | $124M | $114M | |
| Goodwill | · | · | $82M | $82M | $86M | $3M | $3M | $3M | $0 | · | · | · | |
| Intangibles | $84M | $78M | $68M | $65M | $70M | $38.0K | $272.0K | $506.0K | $0 | · | · | · | |
| Other Non-current Assets | $2M | $242.0K | $816.0K | $6M | $1M | $579.0K | · | · | · | · | · | · | |
| Total Assets | $1.69B | $1.18B | $941M | $814M | $650M | $449M | $371M | $308M | $297M | $257M | $233M | $227M | |
| Accounts Payable | $110M | $45M | $27M | $46M | $29M | $12M | $12M | $11M | $11M | $7M | $6M | $11M | |
| Accrued Liabilities | $132M | $99M | $86M | $79M | $50M | $47M | $44M | $37M | $39M | $32M | $37M | $31M | |
| Current Liabilities | $331M | $175M | $127M | $146M | $87M | $59M | $56M | $47M | $50M | $39M | $43M | $43M | |
| Capital Leases | $16M | $14M | $10M | $6M | $15M | $1M | · | · | · | · | · | · | |
| Deferred Tax | $30M | $0 | $12M | $19M | $32M | $28M | $15M | $9M | $8M | $10M | $9M | $8M | |
| Other Non-current Liabilities | $23M | $21M | $17M | $12M | $19M | $4M | · | · | · | · | · | · | |
| Common Stock | $327.0K | $326.0K | $326.0K | $322.0K | $210.0K | $209.0K | $208.0K | $208.0K | $210.0K | $211.0K | $212.0K | $216.0K | |
| Paid-in Capital | $64M | $69M | $122M | $99M | $82M | $5M | $4M | $0 | $0 | $0 | $0 | $0 | |
| Retained Earnings | $830M | $755M | $613M | $462M | $384M | $345M | $286M | $249M | $237M | $206M | $179M | $174M | |
| Stockholders' Equity | $895M | $825M | $735M | $561M | $466M | $351M | $290M | $249M | $239M | $208M | $179M | $174M | |
| Liabilities + Equity | $1.69B | $1.18B | $941M | $814M | $650M | $449M | $371M | $308M | $297M | $257M | $233M | $227M | |
| Shares Outstanding | 81,691,075 | 81,436,594 | 81,508,381 | 80,137,776 | 52,527,985 | 52,224,767 | 52,078,515 | 51,991,242 | 52,422,801 | 52,651,448 | 53,012,363 | 54,041,829 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $79M | $63M | $46M | $35M | $30M | $26M | $23M | $18M | $15M | $13M | · | · | |
| Stock-based Comp | $18M | $17M | $16M | $14M | $12M | $11M | $12M | $8M | $6M | $4M | $3M | $2M | |
| Deferred Tax | $31M | $-7M | $-7M | $-13M | $4M | $13M | $6M | $3M | $-749.0K | $825.0K | $1M | $-2M | |
| Amort. of Intangibles | $7M | $8M | $5M | $4M | $246.0K | $234.0K | $234.0K | $194.0K | $0 | $0 | · | · | |
| Other Non-cash | $-235M | $-49M | $-75M | $-75M | $-43M | $-198.0K | $4M | $-16M | · | · | · | · | |
| Operating Cash Flow | $534.0K | $193M | $159M | $61M | $61M | $129M | $98M | $55M | $58M | $64M | $55M | $54M | |
| CapEx | · | · | · | $54M | $55M | $68M | $37M | $37M | $42M | $27M | $21M | $16M | |
| Investing Cash Flow | $-192M | $-213M | $-109M | $-76M | $-159M | $-61M | $-37M | $-35M | $-31M | · | · | · | |
| Dividends Paid | $33M | $26M | $26M | $23M | $20M | $20M | $17M | $17M | $14M | $13M | $12M | $10M | |
| Financing Cash Flow | $187M | $18M | $-47M | $17M | $19M | $-30M | $-18M | $-40M | $-30M | · | · | · | |
| Net Change in Cash | · | · | · | · | · | · | · | $-19M | $-3M | $16M | $-14M | $10M | |
| Taxes Paid | $13M | $50M | $63M | $19M | $8M | $14M | $2M | $15M | $17M | $27M | $24M | $26M | |
| Free Cash Flow | · | · | · | $7M | $6M | $61M | $61M | $18M | $16M | $37M | $32M | $36M |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 26.8% | 33.1% | 34.2% | 26.7% | 25.8% | 30.3% | 25.4% | 23.9% | 30.4% | 30.8% | 30.3% | 30.4% | |
| Operating Margin | 10.1% | 17.4% | 19.5% | 14.3% | 13.0% | 19.8% | 14.3% | 12.9% | 18.3% | 20.7% | 19.9% | 19.1% | |
| Net Margin | 7.5% | 14.0% | 15.2% | 11.3% | 11.0% | 15.3% | 11.4% | 9.8% | 13.5% | 13.9% | 12.8% | 12.4% | |
| Pretax Margin | 8.9% | 17.2% | 19.1% | 14.0% | 12.9% | 19.8% | 14.3% | 12.9% | 18.4% | 20.8% | 19.9% | 19.1% | |
| EBITDA Margin | 15.6% | 22.6% | 23.4% | 18.2% | 18.6% | 24.8% | 19.1% | 16.9% | 18.3% | 20.7% | 19.9% | 19.1% | |
| ROA | 7.5% | 15.9% | 20.2% | 13.7% | 10.7% | 19.3% | 14.8% | 13.7% | 19.7% | 21.8% | 19.9% | 19.7% | |
| ROE | 12.4% | 20.8% | 25.1% | 18.5% | 13.6% | 22.7% | 18.8% | 17.1% | 24.5% | 27.7% | 25.9% | 26.1% | |
| ROIC | 13.7% | 20.7% | 24.6% | 18.2% | 12.6% | 22.5% | 18.5% | 17.2% | 22.9% | 25.8% | 25.5% | 25.3% |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 2.8 | 3.2 | 2.4 | 2.5 | 3.7 | 3.3 | 2.9 | 3.1 | 3.6 | 2.9 | 3.1 | |
| Quick Ratio | 1.0 | 0.8 | 1.1 | 0.9 | 0.8 | 2.1 | 1.7 | 1.2 | 1.4 | 1.7 | 1.3 | 1.5 |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.1 | 1.3 | 1.2 | 1.0 | 1.3 | 1.3 | 1.4 | 1.5 | 1.6 | 1.6 | 1.6 | |
| Inventory Turnover | 4.7 | 4.0 | 3.7 | 4.0 | 3.7 | 4.6 | 4.6 | · | 4.8 | 6.2 | 6.6 | 7.1 | |
| Receivables Turnover | 6.2 | 8.1 | 8.8 | 9.0 | 9.0 | 9.0 | 7.7 | 8.3 | 8.7 | 8.3 | 7.6 | 8.6 |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $10.96 | $10.13 | $9.02 | $10.50 | $8.87 | $6.72 | $5.57 | $4.76 | $4.53 | $3.91 | $3.38 | $3.22 | |
| Revenue / Share | $17.35 | $14.36 | $14.03 | $16.43 | $9.95 | $9.70 | $8.92 | $8.24 | $7.63 | $7.18 | $6.58 | $6.44 | |
| Cash Flow / Share | $0.01 | $2.30 | $1.91 | $1.13 | $1.14 | $2.43 | $1.86 | $1.04 | $1.09 | $1.20 | $0.97 | $0.94 | |
| Cash / Share | $0.00 | $0.00 | $0.00 | $0.10 | $0.05 | $1.51 | $0.51 | $0.04 | $0.41 | $0.46 | $0.15 | $0.41 | |
| Dividend / Share | $0.40 | $0.32 | $0.32 | $0.29 | $0.25 | $0.38 | $0.32 | $0.32 | $0.26 | $0.24 | $0.22 | $0.18 | |
| EPS (TTM) | $1.29 | $2.02 | $2.13 | $1.24 | $0.73 | $1.49 | $1.02 | $0.80 | $1.01 | $1.00 | $0.84 | $0.80 |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 20.1% | 2.8% | 31.5% | 66.3% | 3.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.5% | 31.0% | 31.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 22.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -36.1% | -5.2% | 71.8% | 69.9% | -51.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.3% | 40.4% | 12.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -2.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -36.2% | -5.1% | 77.0% | 70.8% | -25.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2.3% | 42.1% | 31.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 10.5% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.44B | $1.20B | $1.17B | $889M | $535M | $515M | $469M | $434M | $405M | $384M | $359M | $356M | |
| Net Income TTM | $108M | $169M | $178M | $100M | $59M | $79M | $54M | $42M | $54M | $53M | $46M | $44M | |
| Market Cap | $6.23B | $9.58B | $6.02B | $2.68B | $2.78B | $2.32B | $1.72B | $1.22B | $1.28B | $1.16B | $821M | $807M | |
| P/E | 59.1 | 58.3 | 34.7 | 40.5 | 72.5 | 29.8 | 32.3 | 29.2 | 24.2 | 22.0 | 18.4 | 18.7 | |
| P/S | 4.3 | 8.0 | 5.2 | 3.0 | 5.2 | 4.5 | 3.7 | 2.8 | 3.2 | 3.0 | 2.3 | 2.3 | |
| P/B | 7.0 | 11.6 | 8.2 | 4.8 | 6.0 | 6.6 | 5.9 | 4.9 | 5.4 | 5.6 | 4.6 | 4.6 | |
| P / Tangible Book | 7.7 | 12.8 | 10.3 | 6.5 | 9.0 | 6.7 | · | · | · | · | · | · | |
| P / Cash Flow | 11664.7 | 49.8 | 37.9 | 43.7 | 45.5 | 18.0 | 17.5 | 22.2 | 22.1 | 18.1 | 15.5 | 15.4 | |
| P / FCF | · | · | · | 367.8 | 477.8 | 38.0 | 28.2 | 69.1 | 78.8 | 31.1 | 25.7 | 22.3 | |
| Dividend Yield | 0.52% | 0.27% | 0.44% | 0.85% | 0.72% | 0.85% | 0.97% | 1.4% | 1.1% | 1.1% | 1.4% | 1.2% | |
| Earnings Yield | 1.7% | 1.7% | 2.9% | 2.5% | 1.4% | 3.4% | 3.1% | 3.4% | 4.1% | 4.5% | 5.4% | 5.4% | |
| Payout Ratio | 30.3% | 15.5% | 14.9% | 22.8% | 34.0% | 25.1% | 31.0% | 39.3% | 25.1% | 23.8% | 25.9% | 21.9% | |
| Annual Payout | $33M | $26M | $26M | $23M | $20M | $20M | $17M | $17M | $14M | $13M | $12M | $10M |
Conto Economico
| Metrica | Tendenza | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $627M | $497M | $424M | $384M | $312M | $322M | $298M | $327M | $314M | $262M | $307M | $312M | $284M | $266M | $255M | $243M | |
| Cost of Revenue | $474M | $372M | $314M | $277M | $229M | $236M | $220M | $213M | $200M | $170M | $195M | $196M | $190M | $189M | $176M | $177M | |
| Gross Profit | $152M | $125M | $110M | $107M | $83M | $86M | $78M | $114M | $113M | $92M | $112M | $116M | $94M | $77M | $79M | $66M | |
| SG&A Expense | $84M | $68M | $66M | $63M | $59M | $51M | $48M | $49M | $46M | $45M | $48M | $51M | $39M | $33M | $32M | $29M | |
| Operating Income | $69M | $57M | $44M | $44M | $24M | $35M | $29M | $66M | $67M | $47M | $64M | $65M | $55M | $44M | $47M | $37M | |
| Other Non-op | $158.0K | $77.0K | $124.0K | $0 | $-68.0K | $174.0K | $45.0K | $81.0K | $175.0K | $77.0K | $133.0K | $93.0K | $163.0K | $114.0K | $104.0K | $54.0K | |
| Pretax Income | $63M | $52M | $38M | $38M | $20M | $32M | $28M | $65M | $67M | $47M | $63M | $63M | $53M | $43M | $46M | $36M | |
| Income Tax | $6M | $12M | $6M | $8M | $4M | $3M | $4M | $12M | $15M | $8M | $16M | $15M | $8M | $6M | $7M | $8M | |
| Net Income | $57M | $40M | $32M | $31M | $15M | $29M | $25M | $53M | $52M | $39M | $47M | $48M | $46M | $37M | $39M | $27M | |
| EPS (Basic) | $0.69 | $0.49 | $0.39 | $0.38 | $0.19 | $0.36 | $0.30 | $0.65 | $0.64 | $0.48 | $0.58 | $0.59 | $0.56 | $0.46 | $0.28 | $0.34 | |
| EPS (Diluted) | $0.68 | $0.48 | $0.38 | $0.37 | $0.19 | $0.35 | $0.31 | $0.63 | $0.62 | $0.46 | $0.56 | $0.58 | $0.55 | $0.44 | $0.27 | $0.34 | |
| Shares (Basic) | 82,189,734 | 81,756,604 | · | 81,543,105 | 81,441,511 | 81,472,351 | · | 81,089,476 | 81,791,792 | 81,661,972 | · | 81,418,800 | 81,439,691 | 80,460,897 | · | 79,777,987 | |
| Shares (Diluted) | 83,721,199 | 83,179,954 | · | 82,952,049 | 82,956,213 | 83,351,536 | · | 83,107,077 | 83,786,222 | 84,044,670 | · | 83,393,054 | 83,469,581 | 82,860,958 | · | 80,938,074 | |
| EBITDA | $69M | $78M | · | $44M | $24M | $54M | · | $66M | $67M | $60M | · | $65M | $55M | $54M | · | $37M |
Stato Patrimoniale
| Metrica | Tendenza | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $13.0K | $13.0K | $13.0K | $1M | $14.0K | $994.0K | $14.0K | $15.0K | $13.0K | $8M | · | $212.0K | $5M | $3M | · | $11M | |
| Receivables | $361M | $290M | $314M | $266M | $171M | $165M | $147M | $144M | $149M | $110M | · | $160M | $154M | $161M | $127M | $134M | |
| Inventory | $331M | $313M | $261M | $251M | $235M | $199M | $187M | $178M | $183M | $196M | · | $215M | $215M | $200M | · | $177M | |
| Prepaid Expense | $12M | $21M | $18M | $8M | $7M | $9M | $7M | $3M | $6M | $7M | · | $3M | $4M | $6M | · | $2M | |
| Current Assets | $995M | $944M | $869M | $759M | $654M | $572M | $488M | $428M | $423M | $392M | · | $425M | $424M | $384M | · | $336M | |
| PP&E (Net) | $683M | $655M | $631M | $592M | $559M | $552M | $510M | $428M | $413M | $391M | · | $357M | $347M | $325M | · | $296M | |
| PP&E (Gross) | $1.08B | $1.04B | $1.00B | $947M | $898M | $877M | $820M | $726M | $701M | $685M | · | $632M | $611M | $579M | · | $539M | |
| Accum. Depreciation | $398M | $380M | $373M | $356M | $339M | $325M | $310M | $298M | $288M | $294M | · | $275M | $264M | $254M | · | $242M | |
| Goodwill | · | · | · | · | · | · | · | · | $82M | $82M | · | $82M | $82M | $82M | · | $82M | |
| Intangibles | $86M | $90M | $84M | $82M | $80M | $79M | $78M | $77M | $76M | $71M | · | $62M | $63M | $64M | · | $66M | |
| Other Non-current Assets | $2M | $2M | $2M | · | · | · | $242.0K | · | · | · | · | · | · | · | · | · | |
| Total Assets | $1.86B | $1.79B | $1.69B | $1.53B | $1.40B | $1.30B | $1.18B | $1.03B | $1.01B | $953M | · | $945M | $930M | $868M | · | $786M | |
| Accounts Payable | $172M | $160M | $110M | $110M | $82M | $77M | $45M | $27M | $29M | $15M | · | $30M | $32M | $30M | · | $49M | |
| Accrued Liabilities | $138M | $137M | $132M | $120M | $95M | $97M | $99M | $96M | $85M | $93M | · | $91M | $101M | $86M | · | $62M | |
| Current Liabilities | $330M | $360M | $331M | $250M | $211M | $207M | $175M | $140M | $141M | $125M | · | $140M | $154M | $138M | · | $142M | |
| Capital Leases | $14M | $15M | $16M | $15M | $16M | $13M | $14M | $14M | $14M | $15M | · | $11M | $6M | $6M | · | $1M | |
| Deferred Tax | $38M | $35M | $30M | $22M | · | $5M | $0 | $2M | $6M | $5M | · | $15M | $14M | $20M | · | $31M | |
| Other Non-current Liabilities | $29M | $27M | $23M | · | · | · | $21M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $330.0K | $327.0K | $327.0K | $326.0K | $326.0K | $325.0K | $326.0K | $325.0K | $324.0K | $329.0K | · | $325.0K | $218.0K | $217.0K | · | $213.0K | |
| Paid-in Capital | $100M | $72M | $64M | $56M | $49M | $39M | $69M | $59M | $49M | $139M | · | $110M | $129M | $117M | · | $88M | |
| Retained Earnings | $910M | $862M | $830M | $806M | $784M | $777M | $755M | $737M | $691M | $645M | · | $572M | $531M | $492M | · | $436M | |
| Stockholders' Equity | $1.01B | $934M | $895M | $863M | $833M | $816M | $825M | $797M | $740M | $785M | $735M | $682M | $660M | $609M | $561M | $524M | |
| Liabilities + Equity | $1.86B | $1.79B | $1.69B | $1.53B | $1.40B | $1.30B | $1.18B | $1.03B | $1.01B | $953M | · | $945M | $930M | $868M | · | $786M | |
| Shares Outstanding | 82,448,037 | 81,851,483 | 81,691,075 | 81,593,092 | 81,509,387 | 81,348,131 | 81,436,594 | 81,246,902 | 80,950,856 | 82,117,680 | · | 81,231,513 | 54,379,324 | 54,201,863 | · | 53,214,971 |
Flusso di cassa
| Metrica | Tendenza | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | $21M | $20M | $20M | $20M | $19M | $18M | $17M | $14M | $13M | $13M | $12M | $11M | $10M | $9M | $9M | |
| Stock-based Comp | · | $8M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | |
| Deferred Tax | $5M | $5M | $8M | $25M | $-8M | $6M | $-2M | $-4M | $781.0K | $-740.0K | $-3M | $521.0K | $-5M | $921.0K | $-13M | $-436.0K | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $2M | $3M | $902.0K | $901.0K | $902.0K | $901.0K | $902.0K | |
| Other Non-cash | · | $-39M | · | · | · | $-67M | · | · | · | $37M | · | · | · | $-47M | · | · | |
| Operating Cash Flow | · | $34M | $19M | $12M | $-22M | $-9M | $845.0K | $64M | $36M | $92M | $52M | $47M | $55M | $5M | $18M | $45M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | $22M | $32M | $29M | · | $14M | |
| Investing Cash Flow | · | $-51M | $-54M | $-49M | $-39M | $-50M | $-99M | $-38M | $-37M | $-39M | $-27M | $-22M | $-32M | $-29M | $-12M | $-14M | |
| Dividends Paid | · | $8M | $8M | $8M | $8M | $8M | $7M | $6M | $7M | $7M | $6M | $7M | $7M | $6M | $13M | $10M | |
| Financing Cash Flow | · | $17M | $33M | $38M | $60M | $55M | $98M | $-31M | $-15M | $-34M | $-39M | $-30M | $1M | $21M | $-11M | $-38M | |
| Net Change in Cash | · | · | · | $946.0K | $-1M | $-4M | · | $-5M | $-16M | $19M | · | $-5M | $25M | $-3M | · | $-7M | |
| Taxes Paid | $2M | $28.0K | · | · | $12M | $538.0K | $9M | $12M | $28M | $311.0K | $18M | $12M | $33M | $172.0K | · | $3M | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | · | · | · | · | $-24M | · | · |
Redditività
| Metrica | Tendenza | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 24.3% | 25.1% | · | 27.8% | 26.6% | 26.8% | · | 34.9% | 36.1% | 35.2% | · | 37.2% | 33.1% | 29.0% | · | 27.0% | |
| Operating Margin | 11.0% | 11.5% | · | 11.3% | 7.6% | 10.9% | · | 20.0% | 21.4% | 17.9% | · | 20.7% | 19.3% | 16.6% | · | 15.1% | |
| Net Margin | 9.0% | 8.0% | · | 8.0% | 5.0% | 9.1% | · | 16.1% | 16.7% | 14.9% | · | 15.4% | 16.1% | 13.8% | · | 11.3% | |
| Pretax Margin | 10.0% | 10.5% | · | 10.0% | 6.3% | 10.1% | · | 19.7% | 21.4% | 17.9% | · | 20.3% | 18.8% | 16.2% | · | 14.8% | |
| EBITDA Margin | 11.0% | 15.7% | · | 11.3% | 7.6% | 16.8% | · | 20.0% | 21.4% | 23.1% | · | 20.7% | 19.3% | 20.5% | · | 15.1% | |
| ROA | 3.5% | · | · | 2.4% | 1.3% | 2.6% | · | 5.3% | 5.4% | 4.3% | · | 5.6% | 5.3% | 4.6% | · | 4.2% | |
| ROE | 6.2% | · | · | 3.7% | 2.0% | 3.7% | · | 7.1% | 7.5% | 5.6% | · | 8.0% | 7.9% | 6.8% | · | 5.9% | |
| ROIC | 6.2% | · | · | 4.0% | 2.2% | 3.9% | · | 6.7% | 7.1% | 5.0% | · | 7.2% | 7.1% | 6.2% | · | 5.4% |
Liquidità e Solvibilità
| Metrica | Tendenza | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.0 | · | · | 3.0 | 3.1 | 2.8 | · | 3.1 | 3.0 | 3.1 | · | 3.0 | 2.8 | 2.8 | · | 2.4 | |
| Quick Ratio | 1.1 | · | · | 1.1 | 0.8 | 0.8 | · | 1.0 | 1.1 | 0.9 | · | 1.1 | 1.0 | 1.2 | · | 1.0 |
Efficienza
| Metrica | Tendenza | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | |
| Inventory Turnover | 1.7 | · | · | 1.3 | 1.1 | 1.2 | · | 1.1 | 1.0 | 0.9 | · | 1.0 | 1.0 | 1.1 | · | 1.3 | |
| Receivables Turnover | 2.4 | · | · | 1.9 | 1.9 | 2.3 | · | 2.2 | 2.1 | 1.9 | · | 2.1 | 2.0 | 1.9 | · | 2.5 |
Per Azione
| Metrica | Tendenza | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.26 | · | · | $10.58 | $10.22 | $10.03 | · | $9.81 | $9.15 | $9.56 | · | $8.40 | $12.14 | $11.24 | · | $9.84 | |
| Revenue / Share | $7.49 | $5.97 | · | $4.63 | $3.76 | $3.86 | · | $3.94 | $3.74 | $3.12 | · | $3.74 | $5.10 | $4.81 | · | $4.50 | |
| Cash Flow / Share | · | $0.41 | · | · | · | $-0.11 | · | · | · | $1.10 | · | · | · | $0.09 | · | · | |
| Cash / Share | $0.00 | · | · | $0.01 | $0.00 | $0.01 | · | $0.00 | $0.00 | $0.10 | · | $0.00 | $0.10 | $0.05 | · | $0.20 | |
| Dividend / Share | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.16 | $0.13 | |
| Dividend Paid / Share | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.26 | |
| EPS (TTM) | $1.91 | $1.39 | $1.29 | · | · | · | · | $2.27 | $2.22 | $2.15 | · | $1.84 | $1.60 | $1.35 | · | $0.73 |
Valutazione (TTM)
| Metrica | Tendenza | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.93B | $1.51B | $1.44B | · | · | · | · | $1.21B | $1.19B | $1.16B | · | $1.12B | $1.05B | $972M | · | $770M | |
| Net Income TTM | $159M | $115M | $108M | · | · | · | · | $191M | $186M | $180M | · | $169M | $149M | $119M | · | $68M | |
| Market Cap | $10.46B | · | · | $7.62B | $6.01B | $6.36B | · | $8.76B | $7.06B | $7.23B | · | $4.62B | $3.44B | $3.49B | · | $1.91B | |
| P/E | 66.4 | 59.5 | 59.1 | · | · | · | · | 47.5 | 39.3 | 41.0 | · | 30.9 | 39.5 | 47.7 | · | 49.2 | |
| P/S | 5.4 | · | · | · | · | · | · | 7.2 | 5.9 | 6.2 | · | 4.1 | 3.3 | 3.6 | · | 2.5 | |
| P/B | 10.4 | · | · | 8.8 | 7.2 | 7.8 | · | 11.0 | 9.5 | 9.2 | · | 6.8 | 5.2 | 5.7 | · | 3.6 | |
| P / Tangible Book | 11.3 | · | · | 9.8 | 8.0 | 8.6 | · | 12.2 | 12.1 | 11.4 | · | 8.6 | 6.7 | 7.5 | · | 5.1 | |
| P / Cash Flow | · | · | · | · | · | -689.8 | · | · | · | 78.3 | · | · | · | 724.4 | · | · | |
| Dividend Yield | 0.31% | · | · | · | · | · | · | 0.30% | 0.38% | 0.37% | · | 0.71% | 1.1% | 0.84% | · | 1.1% | |
| Earnings Yield | 1.5% | 1.7% | 1.7% | · | · | · | · | 2.1% | 2.5% | 2.4% | · | 3.2% | 2.5% | 2.1% | · | 2.0% | |
| Payout Ratio | · | 20.5% | · | · | · | 27.6% | · | · | · | 16.8% | · | · | · | 17.5% | · | · | |
| Annual Payout | $33M | · | $33M | · | · | · | · | $26M | $27M | $27M | · | $33M | $36M | $29M | · | $20M |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $1.44B | $1.20B | $1.17B | $889M | $535M |
| Margine Lordo % | 26.8% | 33.1% | 34.2% | 26.7% | 25.8% |
| Margine Operativo % | 10.1% | 17.4% | 19.5% | 14.3% | 13.0% |
| Utile netto | $108M | $169M | $178M | $100M | $59M |
| EPS Diluito | $1.29 | $2.02 | $2.13 | $1.24 | $0.73 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 2.6 | 2.8 | 3.2 | 2.4 | 2.5 |
| Quick Ratio | 1.0 | 0.8 | 1.1 | 0.9 | 0.8 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | · | · | · | $7M | $6M |
Proprietari istituzionali (13F) 509 filer · $8.6B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 110 (+43 vs trimestre precedente) | 33 (-17 vs trimestre precedente) | 130 (-21 vs trimestre precedente) | 176 (+43 vs trimestre precedente) | -6.2M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $848.216.565 | 6.686.241 | 9,86% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $732.296.306 | 5.772.476 | 8,51% | Azioni |
| VANGUARD GROUP INC | $487.733.201 | 6.396.501 | 5,67% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $396.027.869 | 3.121.771 | 4,60% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372.820.735 | 2.938.836 | 4,33% | Azioni |
| STATE STREET CORP | $333.061.123 | 2.625.540 | 3,87% | Azioni |
| FIRST TRUST ADVISORS LP | $200.333.319 | 1.579.172 | 2,33% | Azioni |
| BLAIR WILLIAM & CO/IL | $194.531.388 | 1.533.434 | 2,26% | Azioni |
| WASATCH ADVISORS LP | $187.686.765 | 2.268.118 | 2,18% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $181.822.322 | 1.432.938 | 2,11% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $171.633.300 | 1.352.956 | 1,99% | Azioni |
| GENEVA CAPITAL MANAGEMENT LLC | $152.338.830 | 1.200.842 | 1,77% | Azioni |
| MORGAN STANLEY | $142.262.736 | 1.121.413 | 1,65% | Azioni |
| Capital World Investors | $139.893.977 | 1.102.743 | 1,63% | Azioni |
| FRANKLIN RESOURCES INC | $129.898.925 | 1.023.955 | 1,51% | Azioni |
| Conestoga Capital Advisors, LLC | $128.867.519 | 1.015.825 | 1,50% | Azioni |
| JANE STREET GROUP, LLC | $123.553.140 | 973.933 | 1,44% | Azioni |
| FULLER & THALER ASSET MANAGEMENT, INC. | $116.400.466 | 917.551 | 1,35% | Azioni |
| Pictet Asset Management Holding SA | $112.111.256 | 883.740 | 1,30% | Azioni |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $111.503.652 | 878.950 | 1,30% | Azioni |
| Mawer Investment Management Ltd. | $108.487.247 | 855.173 | 1,26% | Azioni |
| Spyglass Capital Management LLC | $98.523.155 | 776.629 | 1,15% | Azioni |
| Copeland Capital Management, LLC | $95.169.903 | 750.196 | 1,11% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91.894.340 | 724.376 | 1,07% | Azioni |
| NORTHERN TRUST CORP | $89.003.072 | 701.585 | 1,03% | Azioni |
| BOKF, NA | $86.467.522 | 681.598 | 1,00% | Azioni |
| Stephens Investment Management Group LLC | $81.603.456 | 643.256 | 0,95% | Azioni |
| AMERIPRISE FINANCIAL INC | $81.119.949 | 639.442 | 0,94% | Azioni |
| FMR LLC | $79.182.222 | 624.170 | 0,92% | Azioni |
| BAMCO INC /NY/ | $69.062.838 | 544.402 | 0,80% | Azioni |
| NORGES BANK | $66.288.029 | 522.529 | 0,77% | Azioni |
| CITIGROUP INC | $63.040.667 | 496.931 | 0,73% | Azioni |
| BROWN ADVISORY INC | $62.101.370 | 489.527 | 0,72% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $55.921.918 | 440.816 | 0,65% | Azioni |
| Bank of New York Mellon Corp | $55.284.046 | 435.788 | 0,64% | Azioni |
| BANK OF AMERICA CORP /DE/ | $53.657.487 | 422.966 | 0,62% | Azioni |
| UBS Group AG | $50.392.344 | 397.228 | 0,59% | Azioni |
| JPMORGAN CHASE & CO | $49.705.761 | 392.250 | 0,58% | Azioni |
| ROYCE & ASSOCIATES LP | $48.866.218 | 385.198 | 0,57% | Azioni |
| AMERICAN CAPITAL MANAGEMENT INC | $47.595.081 | 375.178 | 0,55% | Azioni |
| GOLDMAN SACHS GROUP INC | $46.761.683 | 368.608 | 0,54% | Azioni |
| SEI INVESTMENTS CO | $46.392.603 | 365.700 | 0,54% | Azioni |
| Champlain Investment Partners, LLC | $45.877.777 | 361.641 | 0,53% | Azioni |
| Impax Asset Management Group plc | $43.533.851 | 343.165 | 0,51% | Azioni |
| Amundi | $42.951.673 | 338.393 | 0,50% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41.423.000 | 326.523 | 0,48% | Azioni |
| D. E. Shaw & Co., Inc. | $39.736.104 | 313.228 | 0,46% | Azioni |
| Pembroke Management, LTD | $37.652.809 | 296.806 | 0,44% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $37.258.082 | 293.694 | 0,43% | Azioni |
| FEDERATED HERMES, INC. | $35.986.249 | 283.669 | 0,42% | Azioni |
Insider aziendali 40 insider · 11 dirigenti · 16 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Matthew Joseph Tobolski | Chief Executive Officer | 13 Maggio 2026 S | 114.371 | 0 | 1 | $-1.082.960 |
| Chung Kin Cheung | Chief Financial Officer | 20 Aprile 2026 A | 17.541 | 0 | 0 | $0 |
| Scott M Asbjornson | Vice President, Finance & CFO | 16 Maggio 2021 D | 845.094 | 0 | 0 | $0 |
| Matthew Shaub | Executive Vice President | 28 Agosto 2026 P | 3.136 | 1 | 0 | $34.924 |
| Rebecca Thompson | Chief Accounting Officer | 02 Giugno 2026 S | 0 | 0 | 9 | $-8.277.639 |
| Gordon Douglas Wichman | Executive Vice President | 26 Maggio 2026 M | 10.997 | 0 | 1 | $-421.170 |
| Casey Kidwell | Chief Administration Officer | 14 Maggio 2026 M | 13.463 | 0 | 5 | $-906.320 |
| Sam Neale | Vice President | 13 Marzo 2018 M | 28.528 | 0 | 0 | $0 |
| Kathy I Sheffield | Sr. Vice President Admin/Treas | 30 Novembre 2017 F | 22.072 | 0 | 0 | $0 |
| Robert G Fergus | Vice President | 04 Gennaio 2017 F | 23.095 | 0 | 0 | $0 |
| John B Johnson JR | Secretary | 20 Maggio 2014 A | 29.750 | 0 | 0 | $0 |
| David Raymond Stewart | Direttore | 15 Settembre 2026 P | 4.000 | 1 | 0 | $74.660 |
| Robert L. Buttermore | Direttore | 01 Settembre 2026 A | 1.284 | 0 | 0 | $0 |
| Patrick John Jermain | Direttore | 01 Settembre 2026 A | 1.284 | 0 | 0 | $0 |
| Norman H Asbjornson | Direttore | 01 Settembre 2026 G | 11.482.401 | 0 | 0 | $0 |
| Gary D Fields | Direttore | 29 Maggio 2026 S | 15.252 | 0 | 9 | $-15.640.672 |
| Bruce Ware | Direttore | 12 Maggio 2026 A | 9.876 | 0 | 0 | $0 |
| Angela Kouplen | Direttore | 12 Maggio 2026 A | 39.159 | 0 | 0 | $0 |
| Stephen O Leclair | Direttore | 12 Maggio 2026 A | 31.566 | 0 | 0 | $0 |
| A H Mcelroy II | Direttore | 12 Maggio 2026 A | 75.380 | 0 | 0 | $0 |
| Paul K Lackey Jr | Direttore | 13 Dicembre 2021 S | 66.037 | 0 | 0 | $0 |
| Stephen Leclair | Direttore | 11 Maggio 2021 A | 15.290 | 0 | 0 | $0 |
| Jack E Short | Direttore | 03 Marzo 2020 S | 27.121 | 0 | 0 | $0 |
| Jerry R Levine | Direttore | 10 Marzo 2017 S | 221.399 | 0 | 0 | $0 |
| Joseph E Cappy | Direttore | 20 Maggio 2014 A | 43.987 | 0 | 0 | $0 |
| Caron A Lawhorn | · | 12 Maggio 2026 A | 18.675 | 0 | 0 | $0 |
| Stephen E Wakefield | · | 30 Gennaio 2026 F | 14.274 | 3 | 0 | $484.400 |
| Christopher Douglas Eason | · | 09 Ottobre 2025 J | 2.164 | 0 | 0 | $0 |
| Robert Teis | · | 14 Marzo 2025 F | 12.697 | 0 | 0 | $0 |
| David E Benson | · | 11 Marzo 2025 A | 133.053 | 0 | 0 | $0 |
| Xerxes P Gazder | · | 13 Febbraio 2025 J | 2.988 | 0 | 0 | $0 |
| Rony D Gadiwalla | · | 20 Dicembre 2022 G | 19.426 | 0 | 0 | $0 |
| Larry Gene Stewart | · | 08 Novembre 2022 M | 0 | 0 | 0 | $0 |
| Mikel D Crews | · | 12 Agosto 2020 S | 39.294 | 0 | 0 | $0 |
| David E Knebel | · | 21 Marzo 2014 M | 69.275 | 0 | 0 | $0 |
| Cc Stephenson JR | · | 19 Maggio 2009 A | 764.022 | 0 | 0 | $0 |
| Anthony Pantaleoni | · | 23 Novembre 2007 G | 81.435 | 0 | 0 | $0 |
| Thomas E Naugle | · | 21 Agosto 2007 J | 148.765 | 0 | 0 | $0 |
| Jerry E Ryan | · | 31 Maggio 2006 A | 0 | 0 | 0 | $0 |
| William A Bowen | · | 31 Marzo 2005 G | 200.529 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 57 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| RSMC · Tidal Trust III | 2,41% | 206.711 NS | 31 Luglio 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,79% | 65.508 NS | 31 Luglio 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,66% | 77.929 NS | 31 Luglio 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,56% | 36.176 NS | 31 Luglio 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0,51% | 1.347 NS | 31 Luglio 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,45% | 67.084 SH | 19 Agosto 2026 | Giornaliero |
| QUVU · Hartford Funds Exchange-Traded Trust | 0,30% | 6.148 NS | 31 Luglio 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,26% | 40.597 NS | 31 Luglio 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,24% | 922.239 SH | 19 Agosto 2026 | Giornaliero |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,24% | 109.906 SH | 19 Agosto 2026 | Giornaliero |
| IQSM · New York Life Investments ETF Trust | 0,20% | 7.317 NS | 31 Luglio 2026 | N-PORT |
| ISCG · iShares Trust | 0,17% | 21.470 SH | 11 Settembre 2026 | Giornaliero |
| PTMC · Pacer Funds Trust | 0,17% | 7.495 NS | 31 Luglio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,17% | 10.860 NS | 31 Luglio 2026 | N-PORT |
| MADE · iShares Trust | 0,16% | 1.271 SH | 11 Settembre 2026 | Giornaliero |
| IWP · iShares Trust | 0,15% | 384.170 SH | 11 Settembre 2026 | Giornaliero |
| BKMC · BNY Mellon ETF Trust | 0,14% | 10.518 NS | 31 Luglio 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 29.673 NS | 31 Luglio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,13% | 999 NS | 31 Luglio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,13% | 220.717 NS | 31 Luglio 2026 | N-PORT |
| ESML · iShares Trust | 0,12% | 45.516 SH | 11 Settembre 2026 | Giornaliero |
| VIS · VANGUARD WORLD FUND | 0,12% | 84.428 SH | 19 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,11% | 1.596.893 SH | 19 Agosto 2026 | Giornaliero |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,10% | 34.064 SH | 01 Ottobre 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,10% | 780.079 SH | 19 Agosto 2026 | Giornaliero |
| TRFK · Pacer Funds Trust | 0,09% | 9.866 NS | 31 Luglio 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,09% | 22.833 NS | 31 Luglio 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,09% | 13.129 SH | 01 Ottobre 2026 | Giornaliero |
| SMMD · iShares Trust | 0,07% | 36.501 SH | 11 Settembre 2026 | Giornaliero |
| IYJ · iShares Trust | 0,07% | 16.248 SH | 11 Settembre 2026 | Giornaliero |
| WSML · iShares Trust | 0,05% | 4.167 SH | 11 Settembre 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,05% | 4.583 SH | 01 Ottobre 2026 | Giornaliero |
| IWR · iShares Trust | 0,04% | 279.129 SH | 11 Settembre 2026 | Giornaliero |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,03% | 107.765 SH | 19 Agosto 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,03% | 153.753 NS | 31 Luglio 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 5.100 NS | 31 Luglio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 6.024 NS | 31 Luglio 2026 | N-PORT |
| IWF · iShares Trust | 0,02% | 255.884 SH | 11 Settembre 2026 | Giornaliero |
| IUSG · iShares Trust | 0,01% | 59.289 SH | 11 Settembre 2026 | Giornaliero |
| SMDX · Tidal Trust III | 0,01% | 201 NS | 31 Luglio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 3.240 NS | 31 Luglio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 16.122 NS | 31 Luglio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2.210.688 SH | 19 Agosto 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 56.246 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 11.265 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 5.690 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,01% | 15.401 SH | 19 Agosto 2026 | Giornaliero |
| DFUS · Dimensional ETF Trust | 0,01% | 20.587 NS | 31 Luglio 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 47.494 SH | 11 Settembre 2026 | Giornaliero |
| DXUV · Dimensional ETF Trust | 0,01% | 448 NS | 31 Luglio 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 87.858 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,01% | 18.039 SH | 10 Settembre 2026 | Giornaliero |
| DGRO · iShares Trust | 0,00% | 20.577 SH | 11 Settembre 2026 | Giornaliero |
| IJH · iShares Trust | · | 2.385.819 SH | 11 Settembre 2026 | Giornaliero |
| IJK · iShares Trust | · | 393.974 SH | 11 Settembre 2026 | Giornaliero |
| XJH · iShares Trust | · | 9.324 SH | 08 Settembre 2026 | Giornaliero |
| ISCB · iShares Trust | · | 3.063 SH | 11 Settembre 2026 | Giornaliero |
AAON Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
4 analisti · 2026-09-30Target medio $134.75 +61,8%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| AOS | · | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| BLDR | $11.38B | 26.4 | -7.4% | 2.9% | 10.2% | 30.4% |
| CSW | $4.66B | 38.9 | 23.2% | 10.3% | 10.3% | 41.9% |
| FBIN | $6.16B | 20.8 | -3.2% | 6.7% | 12.6% | · |
| TREX | $3.71B | 19.7 | 2.0% | 16.2% | 18.8% | 39.2% |
| UFPI | $5.25B | 18.6 | -5.0% | 4.7% | 9.4% | 16.8% |
| GFF | $3.53B | 69.9 | -4.0% | 2.0% | 35.4% | 42.0% |
Ultime notizie Notizie recenti che menzionano questa società
Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento
Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.
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