ACLS Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03

Prezzo $147.77

Capitalizzazione di Mercato (MRQ) $4.56B

P/E (TTM) 49.4

EPS (TTM) $2.99

Ricavi (TTM) $866M

ROE (TTM) 8.9%

Intervallo 52 sett. $74–$194

ACLS Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04

intervallo

barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 1

Data ex-dividendo	Split	Tipo
01 Luglio 2016	1-for-4	Inverso

Informazioni su Axcelis Technologies, Inc. - Common Stock Panoramica della società da Wikipedia

05 · wikidata

Axcelis Technologies, Inc. is an American company engaging in the design, manufacture, and servicing of capital equipment for the semiconductor manufacturing industry worldwide. It produces ion implantation systems, including high and medium current implanters, and high energy implanters, and curing systems used in the fabrication of semiconductor chips. The company was incorporated in 1995 and is headquartered in Beverly, Massachusetts, United States.

In 2000, Eaton Corporation spun off its semiconductor manufacturing equipment business as Axcelis Technologies.

On December 4, 2012 Axcelis Technologies decided "...that it will exit the dry-strip business and divest its dry-strip intellectual property and technology, including the advanced non-oxidizing process technology of its Integra product line, to Lam Research,...Axcelis will continue to ship its 300 mm dry-strip products through August 2013..."

In 2015, Axcelis sold its headquarters in a leaseback agreement.

In October 2025, Axcelis and Veeco agreed to merge in an all-stock transaction valued at approximately $4.4 billion, with Axcelis shareholders owning about 58% and Veeco shareholders about 42% of the combined company.

Leggi di più Mostra meno

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreTechnology industriaSemiconductors dipendenti1.465 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06

Ricavi$839M

2016-12-31 → 2025-12-31

EPS$3.80

2016-12-31 → 2025-12-31

Flusso di cassa libero$107M

2016-12-31 → 2025-12-31

Margine netto10.7%

2017-12-31 → 2025-12-31

Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica	ACLS	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	49.4media 5 anni ≈18.1	≈18.1	63.4	Valore equo
P/S (TTM)	5.3media 5 anni ≈3.1	≈3.1	6.2	Sopravvalutato
P/B (MRQ)	4.3media 5 anni ≈3.6	≈3.6	5.5	Valore equo
Prezzo / FCF (TTM)	69.6media 5 anni ≈20.4	≈20.4	·	·
Prezzo / Flusso di cassa (TTM)	60.6media 5 anni ≈18.5	≈18.5	24.8	Sottovalutato
Price / Tangible Book (Prezzo / Valore contabile tangibile)	4.4media 5 anni ≈3.6	≈3.6	·	·
PEG Ratio	≈2.3	·	·	·

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	ACLS	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	43.0%media 5 anni ≈44.0%	≈44.0%	42.4%	In linea
Margine Operativo (TTM)	10.3%media 5 anni ≈20.1%	≈20.1%	10.0%	In linea
Margine EBITDA (TTM)	12.4%media 5 anni ≈21.7%	≈21.7%	14.2%	Sotto la media
Margine ante imposte (TTM)	12.3%media 5 anni ≈20.8%	≈20.8%	11.2%	In linea
Margine di Profitto Netto (TTM)	10.7%media 5 anni ≈18.1%	≈18.1%	10.0%	In linea
ROA (TTM)	6.8%media 5 anni ≈16.1%	≈16.1%	4.3%	Di prim'ordine
ROE (TTM)	8.9%media 5 anni ≈21.8%	≈21.8%	6.7%	Di prim'ordine
ROIC	10.0%media 5 anni ≈20.6%	≈20.6%	5.0%	Di prim'ordine

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	Tendenza 5 anni	ACLS	media 5 anni	Mediana dei peer	Verdetto
Rapporto corrente (MRQ)		4.9media 5 anni ≈4.3	≈4.3	3.7	Liquidità elevata
Quick Ratio (MRQ)		2.8media 5 anni ≈2.8	≈2.8	2.0	Liquidità elevata

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica	ACLS	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	-17.6%media 5 anni ≈14.8%	≈14.8%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	-3.0%media 5 anni ≈15.3%	≈15.3%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	12.1%	·	·	·
EPS YoY	-38.2%media 5 anni ≈33.5%	≈33.5%	·	·
Net Income YoY (Utile Netto YoY)	-40.2%media 5 anni ≈31.8%	≈31.8%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	-11.4%media 5 anni ≈29.8%	≈29.8%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	21.1%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	-13.1%media 5 anni ≈28.0%	≈28.0%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	19.2%	·	·	·

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica	ACLS	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$3.80media 5 anni ≈$5.14	≈$5.14	·	·
Revenue / Share (Ricavi / Azione)	$26.50media 5 anni ≈$27.69	≈$27.69	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$3.74media 5 anni ≈$4.72	≈$4.72	·	·
Cash / Share (Liquidità / Azione)	$4.74media 5 anni ≈$5.64	≈$5.64	·	·

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica	ACLS	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.6media 5 anni ≈0.9	≈0.9	0.6	In linea
Inventory Turnover (Rotazione delle scorte)	1.5media 5 anni ≈2.0	≈2.0	3.5	Debole
Receivables Turnover (Rotazione dei crediti)	4.5media 5 anni ≈5.8	≈5.8	6.4	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$572.7K	·	·	·

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14

Sorpresa media 46.7%

Prossimo report Nov 02, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Ago 3, 2026	$1.06	$0.91	16.3%
31 Marzo 2026		$0.72	$0.72	-0.62%
31 Dicembre 2025		$1.49	$1.14	30.6%
30 Settembre 2025		$1.21	$1.02	18.3%
30 Giugno 2025		$1.13	$0.74	51.8%
31 Marzo 2025		$1.04	$0.39	164.0%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15

Conto Economico 18

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$839M	$1.02B	$1.13B	$920M	$662M	$475M	$343M	$443M	$411M	$267M	$267M	$203M
Cost of Revenue	$462M	$563M	$639M	$518M	$376M	$276M	$199M	$263M	$260M	$167M	$200M	$133M
Gross Profit	$377M	$455M	$491M	$402M	$286M	$199M	$144M	$180M	$150M	$100M	$102M	$70M
R&D Expense	$109M	$105M	$97M	$78M	$65M	$62M	$54M	$52M	$43M	$34M	$33M	$34M
SG&A Expense	$83M	$70M	$66M	$57M	$46M	$40M	$32M	$33M	$31M	$24M	$25M	$24M
Operating Expenses	$258M	$244M	$226M	$189M	$159M	$141M	$120M	$120M	$102M	$83M	$81M	$81M
Operating Income	$119M	$211M	$266M	$212M	$127M	$58M	$24M	$60M	$48M	$17M	$21M	$-11M
Interest Expense	·	·	$5M	$6M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$1M
Interest Income	$21M	$24M	$18M	$5M	$209.0K	$738.0K	$3M	$2M	$714.0K	$238.0K	$64.0K	$32.0K
Other Non-op	$3M	$539.0K	$-48.0K	$-6M	$-2M	$2M	$-1M	$-2M	$396.0K	$-764.0K	$-601.0K	$2M
Pretax Income	$138M	$230M	$279M	$205M	$120M	$56M	$21M	$55M	$44M	$11M	$15M	$-10M
Income Tax	$18M	$29M	$32M	$22M	$22M	$6M	$4M	$9M	$-83M	$23.0K	$527.0K	$1M
Net Income	$120M	$201M	$246M	$183M	$99M	$50M	$17M	$46M	$127M	$11M	$15M	·
EPS (Basic)	$3.81	$6.17	$7.52	$5.54	$2.94	$1.50	$0.52	$1.42	$4.11	$0.38	$0.51	$-0.40
EPS (Diluted)	$3.80	$6.15	$7.43	$5.46	$2.88	$1.46	$0.50	$1.35	$3.80	$0.36	$0.49	$-0.40
Shares (Basic)	31,574,000	32,552,000	32,758,000	33,043,000	33,555,000	33,257,000	32,559,000	32,286,000	30,866,000	29,195,000	28,595,000	27,862,000
Shares (Diluted)	31,668,000	32,704,000	33,165,000	33,542,000	34,268,000	34,128,000	33,828,000	34,002,000	33,436,000	30,947,000	30,229,000	27,862,000
EBITDA	$137M	$227M	$279M	$224M	$138M	$68M	$32M	$66M	$53M	$21M	$26M	$-6M

Stato Patrimoniale 24

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$145M	$124M	$167M	$186M	$295M	$203M	$140M	$178M	$133M	$71M	$79M	$31M
Short-term Investments	$229M	$448M	$339M	$247M	·	·	·	·	·	·	·	·
Receivables	$168M	$203M	$218M	$170M	$104M	$87M	$84M	$79M	$75M	$51M	$37M	$43M
Inventory	$329M	$282M	$306M	$242M	$195M	$161M	$140M	$129M	$121M	$114M	$109M	$104M
Prepaid Expense	$67M	$60M	$49M	$33M	$25M	$19M	$12M	$11M	$10M	$6M	$5M	$7M
Current Assets	$943M	$1.12B	$1.08B	$878M	$619M	$471M	$376M	$397M	$340M	$241M	$230M	$185M
PP&E (Net)	$56M	$54M	$54M	$40M	$35M	$30M	$25M	$41M	$36M	$31M	$30M	$30M
PP&E (Gross)	$93M	$85M	$80M	$63M	$57M	$48M	$41M	$102M	$95M	$87M	$93M	$87M
Accum. Depreciation	$37M	$31M	$26M	$23M	$22M	$19M	$15M	$61M	$59M	$56M	$63M	$57M
Other Non-current Assets	$46M	$51M	$41M	$34M	$34M	$40M	$45M	$32M	$22M	$23M	$15M	$12M
Total Assets	$1.36B	$1.35B	$1.28B	$1.01B	$753M	$625M	$548M	$548M	$488M	$302M	$282M	$228M
Accounts Payable	$42M	$47M	$54M	$62M	$38M	$24M	$25M	$36M	$33M	$25M	$20M	$22M
Current Liabilities	$198M	$208M	$285M	$248M	$150M	$84M	$69M	$85M	$79M	$48M	$44M	$52M
Capital Leases	$25M	$25M	$26M	$7M	$4M	$2M	$3M	$48M	·	·	·	·
Other Non-current Liabilities	$45M	$43M	$42M	$22M	$10M	$9M	$7M	$4M	$6M	$5M	$5M	$7M
Total Liabilities	$327M	$336M	$417M	$346M	$214M	$143M	$129M	$140M	$135M	$101M	$98M	$59M
Total Debt	·	·	·	·	·	·	·	·	·	·	·	$15M
Paid-in Capital	$533M	$549M	$547M	$550M	$560M	$570M	$560M	$565M	$556M	$535M	$529M	$519M
Retained Earnings	$504M	$470M	$320M	$119M	$-23M	$-92M	$-140M	$-157M	$-205M	$-332M	$-343M	$-351M
Treasury Stock	·	·	·	·	·	·	·	·	·	·	$1M	$1M
AOCI	$-2M	$-6M	$-2M	$-2M	$2M	$3M	$-258.0K	$448.0K	$2M	$-2M	$-1M	$1M
Stockholders' Equity	$1.03B	$1.01B	$865M	$667M	$539M	$482M	$419M	$408M	$354M	$201M	$184M	$162M
Liabilities + Equity	$1.36B	$1.35B	$1.28B	$1.01B	$753M	$625M	$548M	$548M	$488M	$302M	$282M	$228M
Shares Outstanding	30,717,000	32,365,000	32,685,000	32,775,000	33,240,000	33,633,000	32,585,000	32,558,000	32,048,000	29,518,000	28,995,000	112,729,000

Flusso di cassa 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$18M	$16M	$13M	$12M	$11M	$10M	$8M	$6M	$5M	$4M	$5M	$5M
Stock-based Comp	$21M	$21M	$18M	$13M	$12M	$10M	$8M	$8M	$6M	$5M	$6M	$5M
Deferred Tax	$-11M	$-16M	$-20M	$9M	$20M	$5M	$3M	$11M	$-82M	$519.0K	$779.0K	$1M
Restructuring	·	·	·	·	·	·	·	·	·	$282.0K	$18.0K	$3M
Other Non-cash	$-30M	$-81M	$-101M	$-1M	$8M	$-5M	$-50M	$-24M	$736.0K	·	·	·
Operating Cash Flow	$118M	$141M	$157M	$216M	$150M	$70M	$-14M	$47M	$56M	$-9M	$18M	$-16M
CapEx	$11M	$12M	$21M	$11M	$9M	$7M	$12M	$5M	$7M	$3M	$2M	$896.0K
Investing Cash Flow	$30M	$-109M	$-101M	$-257M	$-9M	$-7M	$-12M	$-5M	$-7M	$-2M	$-2M	·
Debt Issued	·	·	·	·	·	·	·	·	·	·	$49M	·
Net Debt Issued	·	·	·	·	·	·	·	·	·	·	$34M	$-470.0K
Stock Repurchased	$121M	$60M	$52M	$57M	$50M	$8M	$18M	·	·	·	·	·
Net Stock Activity	$-121M	$-60M	$-52M	$-57M	$-50M	$-8M	$-18M	·	·	·	·	·
Financing Cash Flow	$-124M	$-71M	$-68M	$-65M	$-52M	$-2M	$-13M	$1M	$15M	$2M	$38M	·
Net Change in Cash	$25M	$-43M	$-12M	$-109M	$91M	$58M	$-38M	$44M	$63M	$-8M	$48M	$-16M
Taxes Paid	$16M	$55M	$59M	$11M	$2M	$876.0K	$1M	$858.0K	$583.0K	$525.0K	$669.0K	$931.0K
Free Cash Flow	$107M	$129M	$136M	$205M	$141M	$62M	$-26M	$42M	$49M	$-11M	$16M	$-17M
Levered FCF	·	·	$131M	$200M	$138M	$58M	$-30M	$38M	$34M	$-16M	$12M	$-18M

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	44.9%	44.7%	43.5%	43.7%	43.2%	41.9%	42.0%	40.6%	36.6%	37.3%	33.7%	34.5%
Operating Margin	14.2%	20.7%	23.5%	23.1%	19.2%	12.2%	7.1%	13.6%	11.7%	6.2%	6.9%	-5.2%
Net Margin	14.3%	19.8%	21.8%	19.9%	14.9%	10.5%	5.0%	10.4%	30.9%	·	·	·
Pretax Margin	16.5%	22.6%	24.6%	22.3%	18.2%	11.8%	6.1%	12.4%	10.7%	4.1%	5.0%	-5.0%
EBITDA Margin	16.3%	22.3%	24.7%	24.3%	20.8%	14.3%	9.4%	14.8%	12.9%	7.8%	8.5%	-3.0%
ROA	8.9%	15.3%	21.5%	20.7%	14.3%	8.5%	3.1%	8.8%	32.1%	·	·	·
ROE	11.7%	20.2%	29.6%	28.6%	18.8%	10.6%	4.1%	11.4%	45.8%	·	·	·
ROIC	10.0%	18.2%	27.2%	28.4%	19.4%	10.8%	4.7%	12.3%	39.2%	8.2%	10.5%	-6.5%

Liquidità e Solvibilità 4

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	4.8	5.4	3.8	3.5	4.1	5.6	5.5	4.7	4.3	5.0	5.3	3.6
Quick Ratio	2.7	3.7	2.5	2.4	2.7	3.4	3.3	3.0	2.6	2.5	2.6	1.4
Debt / Equity	·	·	·	·	·	·	·	·	·	·	·	0.1
Interest Coverage	·	·	49.7	38.1	26.3	11.1	4.7	11.7	9.3	3.3	4.2	-10.0

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.6	0.8	1.0	1.0	1.0	0.8	0.6	0.9	1.0	0.9	1.2	0.9
Inventory Turnover	1.5	1.9	2.3	2.4	2.1	1.8	1.5	2.1	2.2	1.5	1.8	1.3
Receivables Turnover	4.5	4.8	5.8	6.7	6.9	5.6	4.2	5.7	6.5	6.1	7.6	5.1

Per Azione 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$33.68	$31.29	$26.46	$20.36	$16.21	$14.32	$12.87	$12.54	$11.03	$6.82	$1.64	$1.49
Revenue / Share	$26.50	$31.12	$34.09	$27.43	$19.33	$13.91	$10.14	$13.02	$12.28	$8.63	$2.49	$1.82
Cash Flow / Share	$3.74	$4.31	$4.73	$6.43	$4.38	$2.04	$-0.40	$1.38	$1.68	$-0.28	$0.15	$-0.14
Cash / Share	$4.74	$3.82	$5.12	$5.66	$8.87	$6.05	$4.29	$5.47	$4.16	$2.40	$0.68	$0.27
EPS (TTM)	$3.80	$6.15	$7.43	$5.46	$2.88	$1.46	$0.50	$1.35	$3.80	$0.36	$0.49	$-0.40

Tassi di Crescita 9

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	-17.6%	-10.0%	22.9%	38.9%	39.6%	·	·	·	·	·	·	·
Revenue CAGR 3Y	-3.0%	15.4%	33.6%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	12.1%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	-38.2%	-17.2%	36.1%	89.6%	97.3%	·	·	·	·	·	·	·
EPS CAGR 3Y	-11.4%	28.8%	72.0%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	21.1%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-40.2%	-18.4%	34.5%	85.6%	97.4%	·	·	·	·	·	·	·
Net Income CAGR 3Y	-13.1%	26.8%	70.2%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	19.2%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 14

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$839M	$1.02B	$1.13B	$920M	$662M	$475M	$343M	$443M	$411M	$267M	$267M	$203M
Net Income TTM	$120M	$201M	$246M	$183M	$99M	$50M	$17M	$46M	$127M	$11M	$15M	·
Market Cap	$2.47B	$2.26B	$4.24B	$2.60B	$2.48B	$979M	$785M	$580M	$920M	$429M	$1.20B	$1.15B
Enterprise Value	·	·	·	·	·	·	·	·	·	·	·	$1.14B
P/E	21.1	11.4	17.5	14.5	25.9	19.9	48.2	13.2	7.6	40.4	21.1	-25.6
P/S	2.9	2.2	3.7	2.8	3.7	2.1	2.3	1.3	2.2	1.6	4.5	5.7
P/B	2.4	2.2	4.9	3.9	4.6	2.0	1.9	1.4	2.6	2.1	6.3	6.9
P / Tangible Book	2.4	2.2	4.9	3.9	4.6	2.0	·	·	·	·	·	·
P / Cash Flow	20.9	16.1	27.0	12.1	16.5	14.1	-57.8	12.3	16.3	-48.8	65.8	-71.9
P / FCF	23.1	17.6	31.1	12.7	17.5	15.7	-30.7	13.7	18.8	-38.0	73.1	-68.1
EV / EBITDA	·	·	·	·	·	·	·	·	·	·	·	-187.4
EV / FCF	·	·	·	·	·	·	·	·	·	·	·	-67.2
EV / Revenue	·	·	·	·	·	·	·	·	·	·	·	5.6
Earnings Yield	4.7%	8.8%	5.7%	6.9%	3.9%	5.0%	2.1%	7.6%	13.2%	2.5%	4.7%	-3.9%

Conto Economico 18

Metrica	Q2 2026	Q1 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	$215M	$199M	$238M	$214M	$195M	$193M	$252M	$257M	$257M	$252M	$310M	$292M	$274M	$254M	$266M	$229M
Cost of Revenue	$124M	$118M	$126M	$125M	$107M	$104M	$136M	$147M	$144M	$136M	$172M	$163M	$154M	$150M	$157M	$126M
Gross Profit	$91M	$81M	$112M	$89M	$87M	$89M	$116M	$110M	$112M	$116M	$138M	$130M	$120M	$104M	$110M	$103M
R&D Expense	$29M	$29M	$30M	$25M	$27M	$27M	$28M	$26M	$26M	$26M	$25M	$24M	$24M	$24M	$22M	$21M
SG&A Expense	$22M	$27M	$26M	$23M	$16M	$17M	$17M	$20M	$17M	$16M	$17M	$17M	$16M	$15M	$16M	$15M
Operating Expenses	$71M	$73M	$76M	$64M	$58M	$60M	$62M	$63M	$60M	$60M	$59M	$58M	$56M	$53M	$53M	$50M
Operating Income	$20M	$8M	$36M	$25M	$29M	$29M	$55M	$47M	$53M	$57M	$79M	$72M	$64M	$51M	$56M	$53M
Interest Expense	·	·	·	·	·	·	·	·	·	$1M	·	$1M	$1M	$1M	·	$1M
Interest Income	$5M	$4M	$5M	$5M	$5M	$6M	$6M	$7M	$6M	$6M	$5M	$5M	$4M	$4M	$3M	$1M
Other Non-op	$2M	$-495.0K	$247.0K	$970.0K	$2M	$-309.0K	$-719.0K	$3M	$-257.0K	$-2M	$4M	$-1M	$-2M	$-1M	$8M	$-8M
Pretax Income	$25M	$11M	$40M	$30M	$35M	$33M	$59M	$55M	$57M	$59M	$87M	$74M	$65M	$53M	$66M	$45M
Income Tax	$2M	$1M	$6M	$4M	$4M	$5M	$9M	$7M	$6M	$7M	$16M	$8M	$3M	$5M	$9M	$5M
Net Income	$23M	$9M	$34M	$26M	$31M	$29M	$50M	$49M	$51M	$52M	$71M	$66M	$62M	$48M	$57M	$40M
EPS (Basic)	$0.76	$0.30	$1.10	$0.83	$0.99	$0.89	$1.54	$1.49	$1.56	$1.58	$2.17	$2.01	$1.88	$1.46	$1.73	$1.22
EPS (Diluted)	$0.75	$0.30	$1.11	$0.83	$0.98	$0.88	$1.54	$1.49	$1.55	$1.57	$2.15	$1.99	$1.86	$1.43	$1.71	$1.21
Shares (Basic)	30,805,000	30,723,000	·	31,287,000	31,847,000	32,258,000	·	32,550,000	32,598,000	32,638,000	·	32,807,000	32,775,000	32,744,000	·	33,011,000
Shares (Diluted)	31,134,000	30,980,000	·	31,450,000	31,882,000	32,335,000	·	32,675,000	32,771,000	32,926,000	·	33,159,000	33,189,000	33,293,000	·	33,389,000
EBITDA	$25M	$12M	·	$25M	$29M	$33M	·	$47M	$53M	$60M	·	$72M	$64M	$54M	·	$53M

Stato Patrimoniale 22

Metrica	Q2 2026	Q1 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	$155M	$151M	$145M	$188M	$174M	$184M	$124M	$120M	$145M	$134M	·	$142M	$133M	$164M	·	$309M
Short-term Investments	$247M	$216M	$229M	$262M	$376M	$403M	$448M	$459M	$403M	$396M	·	$319M	$320M	$280M	·	$34M
Receivables	$154M	$162M	$168M	$148M	$139M	$165M	$203M	$184M	$188M	$209M	·	$192M	$159M	$190M	·	$174M
Inventory	$338M	$326M	$329M	$324M	$311M	$296M	$282M	$291M	$283M	$312M	·	$312M	$300M	$262M	·	$227M
Prepaid Expense	$80M	$77M	$67M	$58M	$60M	$59M	$60M	$57M	$55M	$55M	·	$49M	$38M	$38M	·	$33M
Current Assets	$980M	$936M	$943M	$984M	$1.06B	$1.11B	$1.12B	$1.12B	$1.08B	$1.11B	·	$1.02B	$950M	$934M	·	$775M
PP&E (Net)	$58M	$58M	$56M	$58M	$57M	$57M	$54M	$54M	$52M	$53M	·	$47M	$43M	$41M	·	$39M
PP&E (Gross)	·	·	$93M	·	·	·	$85M	·	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$37M	·	·	·	$31M	·	·	·	·	·	·	·	·	·
Other Non-current Assets	$44M	$45M	$46M	$45M	$47M	$49M	$51M	$50M	$51M	$41M	·	$40M	$33M	$34M	·	$33M
Total Assets	$1.39B	$1.37B	$1.36B	$1.35B	$1.32B	$1.34B	$1.35B	$1.34B	$1.29B	$1.31B	·	$1.20B	$1.12B	$1.08B	·	$906M
Accounts Payable	$59M	$52M	$42M	$52M	$37M	$39M	$47M	$54M	$46M	$40M	·	$60M	$61M	$60M	·	$54M
Current Liabilities	$200M	$204M	$198M	$199M	$177M	$200M	$208M	$252M	$244M	$277M	·	$261M	$248M	$268M	·	$208M
Capital Leases	$24M	$24M	$25M	$25M	$24M	$25M	$25M	$25M	$24M	$25M	·	$26M	$26M	$6M	·	$7M
Other Non-current Liabilities	$44M	$44M	$45M	$44M	$43M	$42M	$43M	$42M	$41M	$41M	·	$42M	$41M	$20M	·	$17M
Total Liabilities	$321M	$330M	$327M	$332M	$301M	$313M	$336M	$363M	$353M	$405M	·	$401M	$378M	$378M	·	$291M
Paid-in Capital	$536M	$537M	$533M	$533M	$536M	$547M	$549M	$545M	$543M	$547M	·	$544M	$540M	$548M	·	$550M
Retained Earnings	$536M	$513M	$504M	$489M	$487M	$486M	$470M	$432M	$397M	$358M	·	$262M	$207M	$156M	·	$71M
AOCI	$-6M	$-5M	$-2M	$-2M	$-479.0K	$-5M	$-6M	$-2M	$-4M	$-4M	·	$-4M	$-3M	$-2M	·	$-6M
Stockholders' Equity	$1.07B	$1.04B	$1.03B	$1.02B	$1.02B	$1.03B	$1.01B	$976M	$935M	$902M	$865M	$801M	$744M	$702M	$667M	$615M
Liabilities + Equity	$1.39B	$1.37B	$1.36B	$1.35B	$1.32B	$1.34B	$1.35B	$1.34B	$1.29B	$1.31B	·	$1.20B	$1.12B	$1.08B	·	$906M
Shares Outstanding	30,881,000	30,733,000	30,717,000	30,998,000	31,418,000	32,129,000	32,365,000	32,504,000	32,617,000	32,605,000	·	32,772,000	32,830,000	32,726,000	·	32,937,000

Flusso di cassa 13

Metrica	Q2 2026	Q1 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	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$3M	$3M	$3M	$3M	$3M
Stock-based Comp	$6M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$3M	$4M	$4M
Deferred Tax	$2M	$-658.0K	$-9M	$2M	$-3M	$-1M	$-10M	$-3M	$-916.0K	$-1M	$-7M	$-5M	$-4M	$-4M	$2M	$2M
Other Non-cash	·	$248.0K	·	·	·	$3M	·	·	·	$-17M	·	·	·	$-16M	·	·
Operating Cash Flow	$18M	$18M	$-7M	$45M	$40M	$40M	$13M	$46M	$40M	$42M	$66M	$24M	$33M	$35M	$122M	$64M
CapEx	$4M	$2M	$2M	$2M	$2M	$5M	$5M	$4M	$2M	$2M	$10M	$5M	$3M	$2M	$4M	$4M
Investing Cash Flow	$-6M	$-11M	$-7M	$1M	$-5M	$40M	$9M	$-57M	$-6M	$-56M	$-27M	$-941.0K	$-40M	$-33M	$-217M	$-37M
Stock Repurchased	·	·	$25M	$32M	$45M	$18M	$15M	$15M	$15M	$15M	$15M	$12M	$12M	$12M	$12M	$12M
Net Stock Activity	·	·	·	·	·	$-18M	·	·	·	$-15M	·	·	·	$-12M	·	·
Financing Cash Flow	$-8M	$-1M	$-25M	$-33M	$-47M	$-20M	$-15M	$-16M	$-23M	$-18M	$-15M	$-13M	$-23M	$-17M	$-12M	$-12M
Net Change in Cash	$4M	$5M	$-39M	$14M	$-10M	$60M	$4M	$-25M	$11M	$-33M	$25M	$10M	$-32M	$-15M	$-123M	$21M
Free Cash Flow	·	$16M	·	·	·	$35M	·	·	·	$41M	·	·	·	$32M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$39M	·	·	·	$31M	·	·

Redditività 8

Metrica	Q2 2026	Q1 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	42.4%	40.5%	·	41.6%	44.9%	46.1%	·	42.9%	43.8%	46.0%	·	44.4%	43.7%	40.9%	·	45.1%
Operating Margin	9.4%	4.0%	·	11.7%	14.9%	15.1%	·	18.3%	20.6%	22.4%	·	24.5%	23.2%	20.2%	·	23.2%
Net Margin	10.8%	4.6%	·	12.2%	16.1%	14.8%	·	·	·	20.4%	·	·	·	18.8%	·	·
Pretax Margin	11.8%	5.3%	·	14.1%	18.0%	17.2%	·	21.6%	22.3%	23.4%	·	25.2%	23.6%	20.8%	·	19.6%
EBITDA Margin	11.5%	6.2%	·	11.7%	14.9%	17.4%	·	18.3%	20.6%	23.9%	·	24.5%	23.2%	21.4%	·	23.2%
ROA	1.7%	0.68%	·	1.9%	2.4%	2.2%	·	·	·	4.3%	·	·	·	5.1%	·	·
ROE	2.2%	0.89%	·	2.6%	3.2%	3.0%	·	·	·	6.4%	·	·	·	7.6%	·	·
ROIC	1.8%	0.66%	·	2.1%	2.5%	2.5%	·	4.2%	5.0%	5.5%	·	8.0%	8.2%	6.6%	·	7.7%

Liquidità e Solvibilità 3

Metrica	Q2 2026	Q1 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	4.9	4.6	·	4.9	6.0	5.6	·	4.4	4.4	4.0	·	3.9	3.8	3.5	·	3.7
Quick Ratio	2.8	2.6	·	3.0	3.9	3.8	·	3.0	3.0	2.7	·	2.5	2.5	2.4	·	2.5
Interest Coverage	·	·	·	·	·	·	·	·	·	42.0	·	54.1	47.2	38.0	·	39.9

Efficienza 3

Metrica	Q2 2026	Q1 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	0.2	0.1	·	0.2	0.1	0.1	·	0.2	0.2	0.2	·	0.3	0.3	0.3	·	0.3
Inventory Turnover	0.4	0.4	·	0.4	0.4	0.3	·	0.5	0.5	0.5	·	0.6	0.6	0.6	·	0.6
Receivables Turnover	1.5	1.2	·	1.3	1.2	1.0	·	1.4	1.5	1.3	·	1.6	1.8	1.6	·	1.8

Per Azione 5

Metrica	Q2 2026	Q1 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	$34.51	$33.99	·	$32.91	$32.54	$31.97	·	$30.01	$28.66	$27.66	·	$24.44	$22.66	$21.45	·	$18.67
Revenue / Share	$6.91	$6.42	·	$6.79	$6.10	$5.96	·	$7.85	$7.83	$7.66	·	$8.82	$8.25	$7.63	·	$6.86
Cash Flow / Share	·	$0.59	·	·	·	$1.23	·	·	·	$1.28	·	·	·	$1.04	·	·
Cash / Share	$5.02	$4.91	·	$6.05	$5.53	$5.73	·	$3.69	$4.45	$4.11	·	$4.34	$4.04	$5.03	·	$9.37
EPS (TTM)	$2.99	$3.22	·	$4.23	$4.89	$5.46	·	$6.76	$7.26	$7.57	·	$6.99	$6.21	$5.67	·	$4.79

Valutazione (TTM) 9

Metrica	Q2 2026	Q1 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	$866M	$845M	·	$853M	$896M	$958M	·	$1.08B	$1.11B	$1.13B	·	$1.09B	$1.02B	$970M	·	$860M
Net Income TTM	$93M	$101M	·	$136M	$158M	$178M	·	$222M	$239M	$250M	·	$232M	$207M	$189M	·	$162M
Market Cap	$5.85B	$2.86B	·	$3.03B	$2.19B	$1.60B	·	$3.41B	$4.64B	$3.64B	·	$5.34B	$6.02B	$4.36B	·	$1.99B
P/E	63.4	28.9	·	23.1	14.3	9.1	·	15.5	19.6	14.7	·	23.3	29.5	23.5	·	12.6
P/S	6.8	3.4	·	3.5	2.4	1.7	·	3.2	4.2	3.2	·	4.9	5.9	4.5	·	2.3
P/B	5.5	2.7	·	3.0	2.1	1.6	·	3.5	5.0	4.0	·	6.7	8.1	6.2	·	3.2
P / Tangible Book	5.5	2.7	·	3.0	2.1	1.6	·	3.5	5.0	4.0	·	6.7	8.1	6.2	·	3.2
P / Cash Flow	·	157.7	·	·	·	40.1	·	·	·	86.1	·	·	·	126.2	·	·
Earnings Yield	1.6%	3.5%	·	4.3%	7.0%	11.0%	·	6.5%	5.1%	6.8%	·	4.3%	3.4%	4.3%	·	7.9%

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ricavi	$839M	$1.02B	$1.13B	$920M	$662M
Margine Lordo %	44.9%	44.7%	43.5%	43.7%	43.2%
Margine Operativo %	14.2%	20.7%	23.5%	23.1%	19.2%
Utile netto	$120M	$201M	$246M	$183M	$99M
EPS Diluito	$3.80	$6.15	$7.43	$5.46	$2.88

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Rapporto corrente	4.8	5.4	3.8	3.5	4.1
Quick Ratio	2.7	3.7	2.5	2.4	2.7

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$107M	$129M	$136M	$205M	$141M

Proprietari istituzionali (13F) 477 filer · $6.2B totale · Aggiornato al 30 Settembre 2026

17

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.

Detentori 477

Valore detenuto $6.2B

Nuove posizioni 118

Posizioni chiuse 45

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
118 (+38 vs trimestre precedente)	45 (-9 vs trimestre precedente)	120 (+18 vs trimestre precedente)	147 (+18 vs trimestre precedente)	-1.0M

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.	$952.831.502	5.029.462	15,38%	Azioni
FMR LLC	$781.652.150	4.125.902	12,62%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$469.623.437	2.478.878	7,58%	Azioni
VANGUARD GROUP INC	$331.203.980	4.122.529	5,35%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$262.675.835	1.386.518	4,24%	Azioni
STATE STREET CORP	$233.178.562	1.231.109	3,76%	Azioni
VICTORY CAPITAL MANAGEMENT INC	$214.837.627	1.134.007	3,47%	Azioni
REINHART PARTNERS, LLC.	$175.937.874	928.660	2,84%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$157.956.036	833.607	2,55%	Azioni
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	$152.156.957	803.151	2,46%	Azioni
DIMENSIONAL FUND ADVISORS LP	$134.347.548	709.266	2,17%	Azioni
Balyasny Asset Management L.P.	$116.738.332	616.196	1,88%	Azioni
PRIMECAP MANAGEMENT CO/CA/	$115.649.942	610.451	1,87%	Azioni
Invesco Ltd.	$99.977.311	527.724	1,61%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$78.854.774	416.230	1,27%	Azioni
BARROW HANLEY MEWHINNEY & STRAUSS LLC	$74.309.868	392.240	1,20%	Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$72.703.332	383.760	1,17%	Azioni
NORTHERN TRUST CORP	$72.375.015	382.027	1,17%	Azioni
AMERICAN CENTURY COMPANIES INC	$70.073.577	369.879	1,13%	Azioni
MORGAN STANLEY	$69.353.916	366.077	1,12%	Azioni
Boston Trust Walden Corp	$68.061.049	359.256	1,10%	Azioni
EMERALD ADVISERS, LLC	$62.607.352	330.469	1,01%	Azioni
UBS Group AG	$60.792.800	320.891	0,98%	Azioni
Boston Partners	$55.651.466	303.929	0,90%	Azioni
JANE STREET GROUP, LLC	$55.433.070	292.600	0,89%	Opzione Call
GOLDMAN SACHS GROUP INC	$44.568.681	235.253	0,72%	Azioni
VANGUARD FIDUCIARY TRUST CO	$41.832.265	220.809	0,68%	Azioni
EMERALD MUTUAL FUND ADVISERS TRUST	$41.573.476	219.443	0,67%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$41.321.508	218.113	0,67%	Azioni
Allspring Global Investments Holdings, LLC	$39.117.934	219.357	0,63%	Azioni
Bank of New York Mellon Corp	$38.830.442	204.964	0,63%	Azioni
CITIGROUP INC	$34.882.292	184.124	0,56%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$31.732.875	167.500	0,51%	Opzione Call
MILLENNIUM MANAGEMENT LLC	$26.379.397	139.242	0,43%	Azioni
Grantham, Mayo, Van Otterloo & Co. LLC	$25.685.631	135.580	0,41%	Azioni
ALPINE ASSOCIATES MANAGEMENT INC.	$25.557.753	134.905	0,41%	Azioni
Sagefield Capital LP	$25.342.727	133.770	0,41%	Azioni
D. E. Shaw & Co., Inc.	$25.205.186	133.044	0,41%	Azioni
FEDERATED HERMES, INC.	$25.070.108	132.331	0,40%	Azioni
FIRST TRUST ADVISORS LP	$23.355.017	123.278	0,38%	Azioni
Alberta Investment Management Corp	$20.318.513	107.250	0,33%	Azioni
Public Sector Pension Investment Board	$20.006.109	105.601	0,32%	Azioni
Weiss Asset Management LP	$19.562.228	103.258	0,32%	Azioni
KENNEDY CAPITAL MANAGEMENT LLC	$18.004.949	95.038	0,29%	Azioni
JANE STREET GROUP, LLC	$17.997.750	95.000	0,29%	Opzione Put
Old West Investment Management, LLC	$17.113.776	90.334	0,28%	Azioni
BANK OF AMERICA CORP /DE/	$17.078.350	90.147	0,28%	Azioni
BNP PARIBAS FINANCIAL MARKETS	$16.615.712	87.705	0,27%	Azioni
CITADEL ADVISORS LLC	$16.576.875	87.500	0,27%	Opzione Call
Creative Planning	$15.814.691	83.477	0,26%	Azioni

Mostra tutti i 477 proprietari istituzionali →

Attivisti e proprietari del 5%+ 2 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante	Depositato	Partecipazione	Stato	Scopo	Deposito
Vertex Opportunities Fund, LP, Vertex Special Opportunities Fund II, LP, Vertex GP, LLC, Vertex Special Opportunities GP II, LLC, Vertex Capital Advisors, LLC, Eric Singer ×5 depositi	20 Maggio 2015	·	Deposito iniziale	·	SEC
Sterling Capital Management ×9 depositi	22 Dicembre 2008	·	Deposito iniziale	Investimento passivo	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Insider aziendali 50 insider · 23 dirigenti · 26 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Russell Low	PRESIDENT AND CEO	18 Maggio 2026 F	154.900	4	$-1.572.322
David Ryzhik	SVP Interim CFO	15 Luglio 2026 F	9.790	0	$0
James Gordon Coogan	EVP AND CFO	02 Marzo 2026 F	37.144	0	$0
Kevin J Brewer	EVP & Chief Financial Officer	06 Dicembre 2023 F	19.597	0	$0
Jay Zager	CFO and EVP	18 Gennaio 2013 F	178.035	0	$0
Stephen G Bassett	Executive VP and CFO	12 Novembre 2010 F	126.631	0	$0
Michael J Luttati	Executive VP and COO	27 Dicembre 2004 A	15.338	0	$0
Christopher Tatnall	EVP Global Customer Operations	15 Settembre 2026 F	27.491	1	$-174.608
Greg Redinbo	EVP and Chief Strategy Officer	15 Settembre 2026 F	34.816	1	$-463.731
Gerald M Blumenstock	EVP, Research, Dev. & Eng.	15 Giugno 2026 F	19.987	3	$-613.462
Robert John Mahoney	EVP Global Operations	02 Giugno 2026 S	14.410	2	$-542.840
Todd Sutton	VP Corporate Controller	27 Maggio 2026 S	6.360	2	$-741.833
Eileen Evans	EVP, General Counsel and Sec'y	22 Maggio 2026 S	31.295	1	$-144.002
Lynnette C Fallon	EXECUTIVE VP, HR/LEGAL	03 Gennaio 2025 F	27.323	0	$0
Douglas A. Lawson	EVP, CORPORATE MKTG & STRATEGY	20 Giugno 2024 F	15.808	0	$0
Mary G Puma	EXECUTIVE CHAIRPERSON	09 Maggio 2024 F	231.976	0	$0
William J Bintz	EVP, Product Development	23 Novembre 2022 S	31.173	0	$0
John E Aldeborgh	EVP, Customer Operations	17 Febbraio 2021 S	37.246	0	$0
Matthew P Flynn	EVP, Customer Operations	13 Febbraio 2012 S	45.527	0	$0
Marc S Levine	Sr VP Product Development	08 Agosto 2007 F	127.511	0	$0
Mark J Namaroff	Senior VP Strategic Marketing	01 Luglio 2007 F	65.546	0	$0
Donald W Palette	Senior Vice President, Finance	01 Luglio 2007 F	63.736	0	$0
David Duff	Vice President/GM IIRTP	31 Dicembre 2004 J	12.460	0	$0
Necip Sayiner	Direttore	03 Giugno 2026 S	7.112	1	$-249.700
Thomas St Dennis	Direttore	22 Maggio 2026 S	17.695	1	$-139.833
Jeanne Quirk	Direttore	19 Maggio 2026 S	11.400	1	$-250.854
Gregory B Graves	Direttore	19 Maggio 2026 S	5.473	2	$-456.707
John T Kurtzweil	Direttore	19 Maggio 2026 S	32.990	1	$-485.765
Tzu Yin Chiu	Direttore	15 Maggio 2026 A	11.843	0	$0
Dipti Vachani	Direttore	15 Maggio 2024 A	9.063	0	$0
KEITHLEY JOSEPH P	Direttore	14 Dicembre 2023 S	3.157	0	$0
Richard J Faubert	Direttore	12 Agosto 2022 S	33.625	0	$0
Arthur L George Jr	Direttore	17 Maggio 2021 A	58.936	0	$0
John R Fletcher	Direttore	17 Febbraio 2021 S	1.354	0	$0
Patrick H Nettles	Direttore	17 Maggio 2017 A	31.360	0	$0
Barbara J Lundberg	Direttore	12 Dicembre 2016 S	10.262	0	$0
William C Jennings	Direttore	15 Luglio 2014 A	92.185	0	$0
Brian H Thompson	Direttore	15 Luglio 2014 A	104.185	0	$0
HARDIS STEPHEN R	Direttore	15 Luglio 2014 A	702.068	0	$0
Edward H Braun	Direttore	16 Luglio 2012 A	10.000	0	$0
Geoffrey Wild	Direttore	08 Febbraio 2011 P	43.712	0	$0
Michio Naruto	Direttore	16 Luglio 2007 A	24.436	0	$0
Kirk P Pond	Direttore	14 Febbraio 2006 P	10.000	0	$0
Alexander M Cutler	Direttore	01 Luglio 2005 A	34.257	0	$0
Naoki Takahashi	Direttore	01 Luglio 2004 A	·	0	$0
Gary L Tooker	Direttore	01 Luglio 2004 A	·	0	$0
William C Jennings	Direttore	13 Febbraio 2003 A	5.000	0	$0
Jorge Titinger	·	15 Maggio 2026 A	5.917	3	$-580.380
Craig M Halterman	·	31 Dicembre 2008 J	133.368	0	$0
Jan Paul Van Maaren	·	27 Dicembre 2004 A	3.466	0	$0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 60 ETF

20

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
PSCT · Invesco Exchange-Traded Fund Trust …	1,74%	68.291 SH	02 Ottobre 2026	Giornaliero
SPIT · RBB Fund, Inc.	1,35%	3.443 NS	31 Luglio 2026	N-PORT
XSHQ · Invesco Exchange-Traded Fund Trust …	0,89%	18.720 SH	02 Ottobre 2026	Giornaliero
JSML · Janus Detroit Street Trust	0,66%	18.356 NS	31 Luglio 2026	N-PORT
FFSM · FIDELITY COVINGTON TRUST	0,63%	72.730 NS	31 Luglio 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,41%	23.412 SH	19 Agosto 2026	Giornaliero
VTWG · VANGUARD SCOTTSDALE FUNDS	0,35%	33.570 SH	19 Agosto 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,32%	107.450 SH	19 Agosto 2026	Giornaliero
ROSC · Lattice Strategies Trust	0,32%	1.489 NS	31 Luglio 2026	N-PORT
QVMS · Invesco Exchange-Traded Fund Trust …	0,27%	4.629 SH	02 Ottobre 2026	Giornaliero
IWO · iShares Trust	0,23%	294.908 SH	11 Settembre 2026	Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS	0,22%	23.478 SH	19 Agosto 2026	Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust	0,22%	42.002 SH	02 Ottobre 2026	Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS	0,18%	180.595 SH	19 Agosto 2026	Giornaliero
BULD · Pacer Funds Trust	0,17%	193 NS	31 Luglio 2026	N-PORT
BKSE · BNY Mellon ETF Trust	0,17%	1.129 NS	31 Luglio 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,15%	8.084 NS	31 Luglio 2026	N-PORT
FSMD · FIDELITY COVINGTON TRUST	0,14%	27.167 NS	31 Luglio 2026	N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe…	0,13%	2.559 SH	02 Ottobre 2026	Giornaliero
SMDX · Tidal Trust III	0,13%	1.293 NS	31 Luglio 2026	N-PORT
VBR · VANGUARD INDEX FUNDS	0,12%	447.461 SH	19 Agosto 2026	Giornaliero
IWM · iShares Trust	0,12%	804.455 SH	11 Settembre 2026	Giornaliero
EBIT · Harbor ETF Trust	0,11%	97 NS	31 Luglio 2026	N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,10%	4.602 NS	31 Luglio 2026	N-PORT
DFAS · Dimensional ETF Trust	0,09%	100.395 NS	31 Luglio 2026	N-PORT
FYT · First Trust Exchange-Traded AlphaDE…	0,08%	1.238 NS	31 Luglio 2026	N-PORT
VGT · VANGUARD WORLD FUND	0,08%	742.023 SH	19 Agosto 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,07%	352.669 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,07%	704.965 SH	19 Agosto 2026	Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust …	0,07%	9.512 SH	02 Ottobre 2026	Giornaliero
FTEC · FIDELITY COVINGTON TRUST	0,06%	96.872 NS	31 Luglio 2026	N-PORT
ISCG · iShares Trust	0,06%	4.977 SH	11 Settembre 2026	Giornaliero
VFMO · VANGUARD WELLINGTON FUND	0,05%	5.326 SH	19 Agosto 2026	Giornaliero
ESML · iShares Trust	0,05%	11.579 SH	11 Settembre 2026	Giornaliero
FYX · First Trust Exchange-Traded AlphaDE…	0,04%	4.604 NS	31 Luglio 2026	N-PORT
WSML · iShares Trust	0,03%	2.005 SH	11 Settembre 2026	Giornaliero
DFAT · Dimensional ETF Trust	0,02%	25.621 NS	31 Luglio 2026	N-PORT
DCOR · Dimensional ETF Trust	0,02%	5.184 NS	31 Luglio 2026	N-PORT
DFSU · Dimensional ETF Trust	0,02%	3.391 NS	31 Luglio 2026	N-PORT
FAB · First Trust Exchange-Traded AlphaDE…	0,02%	215 NS	31 Luglio 2026	N-PORT
IGM · iShares Trust	0,02%	14.445 SH	11 Settembre 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,02%	55.631 NS	31 Luglio 2026	N-PORT
TILT · FlexShares Trust	0,01%	1.837 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,01%	977.065 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,01%	2.584 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,01%	6.892 SH	19 Agosto 2026	Giornaliero
DFUV · Dimensional ETF Trust	0,01%	11.111 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,01%	6.610 NS	31 Luglio 2026	N-PORT
DFUS · Dimensional ETF Trust	0,01%	9.088 NS	31 Luglio 2026	N-PORT
IWV · iShares Trust	0,01%	9.086 SH	11 Settembre 2026	Giornaliero
ITOT · iShares Trust	0,00%	41.321 SH	11 Settembre 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,00%	138 NS	31 Luglio 2026	N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	25.365 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	1.875.699 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	185.965 SH	09 Settembre 2026	Giornaliero
IJS · iShares Trust	·	98.542 SH	08 Settembre 2026	Giornaliero
XJR · iShares Trust	·	4.250 SH	31 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	1.340 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	3.094 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	36.525 SH	11 Settembre 2026	Giornaliero

ACLS Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21

rating · 11 analisti MANTIENI

Target mediano $145.00 -1,9%

0 0,0% Acquisto forte

1 9,1% Compra

6 54,5% Mantieni

2 18,2% Vendi

2 18,2% Vendita forte

Target Price a 12 Mesi

3 analisti · 2026-10-01

Target medio $161.00 +9,0%

Ora Prezzo attuale $147.77

Basso$140.00 Media$161.00 Alto$198.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

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
ACLS	$2.47B	21.1	-17.6%	14.3%	11.7%	44.9%
ONTO	$8.24B	59.7	1.8%	13.6%	6.7%	49.7%
AMKR	$9.76B	26.3	6.2%	5.6%	8.7%	14.0%
FORM	$4.51B	84.1	2.8%	6.9%	5.4%	39.3%
ACMR	·	28.8	15.2%	10.4%	7.9%	44.4%
AXTI	$905M	-33.4	-11.1%	-24.1%	-9.1%	12.7%
ENPH	$4.20B	24.8	10.7%	11.7%	17.9%	46.6%
UCTT	$1.18B	-6.5	-2.1%	-8.8%	-22.9%	15.7%
VECO	$1.73B	48.4	-7.4%	5.3%	4.1%	40.0%
AEHR	$3.00B	-401.4	-15.2%	-14.2%	-4.1%	35.3%
COHU	$1.17B	-14.8	12.7%	-16.4%	-9.2%	·

Ultime notizie Notizie recenti che menzionano questa società

23

Veeco Instruments Inc. (VECO) È un Buon Azionista da Comprare Ora? Yahoo Finance · 4 mesi, 2 settimane fa

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

25

BOUNCE_UP Scaduto Ott 13

rischio 1 premio 1,50

ingresso $79.42 R:R 1,50

Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

La tua selezione è salvata e ti segue su tutti i ticker.

ACLS Axcelis Technologies, Inc. - Common Stock

ACLS Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

ACLS Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Informazioni su Axcelis Technologies, Inc. - Common Stock Panoramica della società da 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?

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Proprietari istituzionali (13F) 477 filer · $6.2B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 2 partecipazioni

Insider aziendali 50 insider · 23 dirigenti · 26 direttori

Proprietà ETF Posseduti da 60 ETF

ACLS Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

Target Price a 12 Mesi

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ultime notizie Notizie recenti che menzionano questa società

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi