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

03

Prezzo $304.28

Capitalizzazione di Mercato (MRQ) $12.17B

P/E (TTM) 56.6

EPS (TTM) $5.38

Ricavi (TTM) $2.04B

Rendimento div. 0.14%

ROE (TTM) 16.2%

D/E Debito/Patrimonio (MRQ) 0.9

Intervallo 52 sett. $169–$397

AEIS 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.

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

06

Ricavi$1.80B

2017-12-31 → 2025-12-31

EPS$3.84

2017-12-31 → 2025-12-31

Flusso di cassa libero$126M

2017-12-31 → 2025-12-31

Margine netto10.8%

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	AEIS	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	56.6media 5 anni ≈41.9	≈41.9	34.7	Sopravvalutato
P/S (TTM)	6.0media 5 anni ≈2.8	≈2.8	4.4	Sopravvalutato
P/B (MRQ)	8.4media 5 anni ≈4.0	≈4.0	3.8	Sopravvalutato
EV / EBITDA	49.3media 5 anni ≈24.4	≈24.4	24.5	Sopravvalutato
Prezzo / FCF (TTM)	140.4media 5 anni ≈41.3	≈41.3	·	·
Prezzo / Flusso di cassa (TTM)	51.1media 5 anni ≈25.7	≈25.7	22.3	Sopravvalutato
EV / Revenue (EV / Ricavi)	6.3media 5 anni ≈2.7	≈2.7	·	·
EV / FCF	90.1media 5 anni ≈39.9	≈39.9	·	·
Prezzo / Valore contabile tangibile (MRQ)	9.0media 5 anni ≈6.4	≈6.4	·	·
PEG Ratio	≈30.2	·	·	·

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	AEIS	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	39.3%media 5 anni ≈36.5%	≈36.5%	45.6%	Debole
Margine Operativo (TTM)	13.2%media 5 anni ≈8.3%	≈8.3%	18.6%	Debole
Margine EBITDA (TTM)	16.3%media 5 anni ≈12.1%	≈12.1%	19.6%	Debole
Margine ante imposte (TTM)	12.1%media 5 anni ≈8.7%	≈8.7%	16.1%	Debole
Margine di Profitto Netto (TTM)	10.8%media 5 anni ≈7.9%	≈7.9%	11.7%	Debole
ROA (TTM)	7.6%media 5 anni ≈6.5%	≈6.5%	6.1%	In linea
ROE (TTM)	16.2%media 5 anni ≈12.8%	≈12.8%	11.5%	In linea
ROIC	7.7%media 5 anni ≈8.0%	≈8.0%	8.0%	In linea

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	AEIS	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	0.9media 5 anni ≈0.5	≈0.5	0.7	Debito elevato
Rapporto corrente (MRQ)	3.8media 5 anni ≈3.5	≈3.5	2.3	Liquidità elevata
Quick Ratio	1.1media 5 anni ≈2.2	≈2.2	1.3	Liquidità elevata
Debito a lungo termine / Patrimonio netto (MRQ)	0.8media 5 anni ≈0.5	≈0.5	0.5	Debito elevato
Interest Coverage (Copertura degli interessi)	10.1media 5 anni ≈6.1	≈6.1	11.7	Bassa liquidità

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

Metrica	AEIS	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	21.4%media 5 anni ≈6.0%	≈6.0%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	-0.85%media 5 anni ≈1.7%	≈1.7%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	4.9%	·	·	·
EPS YoY	168.5%media 5 anni ≈25.2%	≈25.2%	·	·
Net Income YoY (Utile Netto YoY)	173.8%media 5 anni ≈25.7%	≈25.7%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	-10.1%media 5 anni ≈-12.3%	≈-12.3%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	1.9%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	-9.4%media 5 anni ≈-12.4%	≈-12.4%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	2.0%	·	·	·

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

Metrica	AEIS	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$3.84media 5 anni ≈$3.49	≈$3.49	·	·
Revenue / Share (Ricavi / Azione)	$46.60media 5 anni ≈$43.30	≈$43.30	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$6.04media 5 anni ≈$4.71	≈$4.71	·	·
Cash / Share (Liquidità / Azione)	$20.93media 5 anni ≈$18.96	≈$18.96	·	·

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

Metrica	AEIS	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.7media 5 anni ≈0.8	≈0.8	0.6	Di prim'ordine
Inventory Turnover (Rotazione delle scorte)	2.9media 5 anni ≈3.0	≈3.0	3.5	Debole
Receivables Turnover (Rotazione dei crediti)	6.1media 5 anni ≈5.7	≈5.7	6.7	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$138.4K	·	·	·

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

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13

Dividend Yield0.14%

Rapporto di Distribuzione Utili10.5%

Pagamento annualizzato≈$0.40Pagato trimestralmente

Data ex-dividendo	Importo	Valuta	Rendimento
Ago 24, 2026	$0,10	USD	≈0.15%
Mag 22, 2026	$0,10	USD	≈0.12%
Feb 23, 2026	$0,10	USD	≈0.12%
Nov 24, 2025	$0,10	USD	≈0.19%
Ago 25, 2025	$0,10	USD	≈0.26%
Mag 23, 2025	$0,10	USD	≈0.35%
Feb 24, 2025	$0,10	USD	≈0.32%
Nov 25, 2024	$0,10	USD	≈0.34%
Ago 26, 2024	$0,10	USD	≈0.36%
Mag 23, 2024	$0,10	USD	≈0.37%
Feb 15, 2024	$0,10	USD	≈0.39%
Nov 17, 2023	$0,10	USD	≈0.42%
Ago 18, 2023	$0,10	USD	≈0.36%
Mag 19, 2023	$0,10	USD	≈0.43%
Feb 16, 2023	$0,10	USD	≈0.41%
Nov 18, 2022	$0,10	USD	≈0.45%
Ago 19, 2022	$0,10	USD	≈0.42%
Mag 20, 2022	$0,10	USD	≈0.53%
Feb 17, 2022	$0,10	USD	≈0.46%
Nov 19, 2021	$0,10	USD	≈0.45%

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

14

Sorpresa media 12.6%

Prossimo report Nov 02, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Ago 3, 2026	$2.74	$2.24	22.1%
31 Marzo 2026		$2.09	$2.02	3.5%
31 Dicembre 2025		$1.94	$1.80	7.8%
30 Settembre 2025		$1.74	$1.50	16.1%
30 Giugno 2025		$1.50	$1.33	12.5%
31 Marzo 2025		$1.23	$1.08	13.8%

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	$1.80B	$1.48B	$1.66B	$1.85B	$1.46B	$1.42B	$789M	$719M	$671M	$484M	$268M	$231M
Cost of Revenue	$1.12B	$953M	$1.06B	$1.17B	$924M	$874M	$473M	$353M	$315M	$231M	$198M	$179M
Gross Profit	$677M	$529M	$592M	$676M	$532M	$542M	$316M	$366M	$356M	$253M	$217M	$188M
R&D Expense	$232M	$212M	$202M	$191M	$162M	$144M	$102M	$76M	$58M	$44M	$40M	$37M
SG&A Expense	$242M	$225M	$221M	$218M	$192M	$189M	$143M	$108M	$93M	$78M	$66M	$59M
Operating Expenses	$509M	$493M	$479M	$442M	$381M	$366M	$261M	$194M	$156M	$126M	$110M	$102M
Operating Income	$168M	$37M	$114M	$233M	$152M	$176M	$54M	$172M	$201M	$127M	$107M	$86M
Interest Expense	$17M	$25M	$17M	$7M	$4M	·	·	$228.0K	$66.0K	·	·	·
Interest Income	$27M	$43M	$27M	$4M	$454.0K	·	·	·	·	·	·	·
Other Non-op	$-9M	$-2M	$-2M	$12M	$152.0K	$-18M	$13M	$823.0K	$-3M	$1M	$-1M	$-86.0K
Pretax Income	$169M	$52M	$122M	$242M	$149M	$158M	$67M	$172M	$198M	$128M	$105M	$86M
Income Tax	$19M	$-4M	$-8M	$40M	$14M	$23M	$11M	$25M	$62M	$11M	$22M	$17M
Net Income	$148M	$54M	$128M	$200M	$135M	$135M	$65M	$147M	$138M	$127M	$-158M	$47M
EPS (Basic)	$3.95	$1.45	$3.42	$5.33	$3.53	$3.52	$1.70	$3.76	$3.47	$3.21	$-3.89	$1.16
EPS (Diluted)	$3.84	$1.43	$3.40	$5.29	$3.51	$3.50	$1.69	$3.74	$3.43	$3.18	$-3.89	$1.14
Shares (Basic)	37,600,000	37,500,000	37,500,000	37,463,000	38,143,000	38,314,000	38,281,000	39,081,000	39,754,000	39,720,000	40,746,000	40,420,000
Shares (Diluted)	38,600,000	37,800,000	37,800,000	37,721,000	38,355,000	38,542,000	38,495,000	39,352,000	40,176,000	40,031,000	41,077,000	41,034,000
EBITDA	$230M	$105M	$180M	$293M	$205M	$224M	$81M	$185M	$210M	$135M	$115M	$61M

Stato Patrimoniale 27

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$791M	$722M	$1.04B	$459M	$544M	$480M	$346M	$349M	$407M	$282M	$158M	$121M
Short-term Investments	·	·	·	·	$2M	$3M	$3M	$2M	$3M	·	·	·
Receivables	$325M	$265M	$282M	$301M	·	·	·	·	·	$76M	$55M	$79M
Inventory	$411M	$360M	$336M	$376M	$338M	$221M	$230M	$98M	$78M	$56M	$53M	$46M
Other Current Assets	$46M	$42M	$49M	$53M	$42M	$36M	$37M	$10M	$8M	$9M	$8M	$6M
Current Assets	$1.57B	$1.39B	$1.71B	$1.19B	$1.16B	$980M	$867M	$568M	$595M	$438M	$322M	$377M
PP&E (Net)	$273M	$186M	$168M	$148M	$115M	$115M	$108M	$31M	$18M	$13M	$10M	$10M
PP&E (Gross)	$497M	$387M	$337M	$283M	$222M	$195M	$186M	$92M	$85M	$77M	$69M	$66M
Accum. Depreciation	$224M	$201M	$169M	$135M	$108M	$80M	$78M	$61M	$67M	$63M	$59M	$56M
Goodwill	$301M	$296M	$284M	$281M	$212M	$210M	$203M	$102M	$54M	$42M	$43M	$44M
Intangibles	$118M	$139M	$161M	$190M	$159M	$169M	$184M	$55M	$33M	$28M	$34M	$40M
Total Assets	$2.55B	$2.26B	$2.56B	$1.99B	$1.82B	$1.65B	$1.53B	$816M	$733M	$572M	$463M	$685M
Accounts Payable	$224M	$144M	$142M	$170M	$194M	$125M	$171M	$40M	$48M	$46M	$27M	$25M
Short-term Debt	·	·	·	·	·	·	·	·	·	·	·	$0
Current Liabilities	$991M	$314M	$336M	$393M	$370M	$296M	$320M	$110M	$106M	$95M	$104M	$113M
Capital Leases	$96M	$89M	$89M	$94M	$95M	$96M	$91M	$0	·	·	·	·
Deferred Tax	·	·	·	·	$10M	$10M	$10M	$7M	$5M	$1M	$1M	$1M
Other Non-current Liabilities	$39M	$38M	$43M	$41M	$40M	$25M	$21M	$18M	$36M	$21M	$19M	$23M
Total Liabilities	$1.18B	$1.06B	$1.41B	$926M	$946M	$832M	$855M	$209M	$213M	$179M	$199M	$210M
Long-term Debt	$568M	$565M	$916M	$373M	$393M	$322M	$339M	·	·	·	·	·
Total Debt	$568M	$565M	$916M	$373M	$393M	$322M	$339M	·	·	·	·	$0
Paid-in Capital	$231M	$189M	$148M	$135M	$116M	$105M	$105M	$97M	$185M	$204M	$195M	$238M
Retained Earnings	$1.13B	$1.03B	$990M	$915M	$756M	$712M	$578M	$513M	$333M	$195M	$68M	$226M
AOCI	$6M	$-12M	$6M	$16M	$-1M	$-3M	$-6M	$-3M	$3M	$-7M	$534.0K	$11M
Stockholders' Equity	$1.36B	$1.20B	$1.14B	$1.07B	$871M	$815M	$677M	$607M	$521M	$392M	$264M	$475M
Liabilities + Equity	$2.55B	$2.26B	$2.56B	$1.99B	$1.82B	$1.65B	$1.53B	$816M	$733M	$572M	$463M	$685M
Shares Outstanding	37,800,000	37,700,000	37,300,000	37,400,000	37,589,000	38,293,000	38,358,000	38,164,000	39,604,000	39,712,000	39,756,000	40,613,000

Flusso di cassa 19

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$62M	$68M	$66M	$60M	$53M	$48M	$26M	$14M	$9M	$8M	$9M	$10M
Stock-based Comp	$56M	$46M	$31M	$20M	$16M	$12M	$7M	$10M	$13M	$6M	$3M	$4M
Deferred Tax	$-14M	$-20M	$-34M	$-6M	$1M	$-622.0K	$1M	$10M	$25M	$5M	$10M	·
Amort. of Intangibles	$22M	$26M	$28M	$26M	$22M	$20M	$12M	$6M	$4M	$4M	$4M	$5M
Restructuring	$6M	$28M	$25M	$7M	$5M	$13M	$5M	$4M	$0	$0	$198.0K	$2M
Other Non-cash	$-19M	$-17M	$17M	$-90M	$-64M	$7M	$-51M	$-29M	$-2M	$-22M	$252M	$3M
Operating Cash Flow	$233M	$131M	$209M	$184M	$140M	$201M	$48M	$151M	$183M	$119M	$105M	$77M
CapEx	$107M	$57M	$61M	$59M	$29M	$36M	$25M	$20M	$9M	$7M	$4M	$3M
Investing Cash Flow	$-110M	$-74M	$-65M	$-208M	$-47M	$-43M	$-394M	$-114M	$-28M	$300.0K	$-13M	$-55M
Debt Issued	·	·	·	·	$85M	·	$347M	·	·	·	·	·
Net Debt Issued	·	·	·	·	$85M	·	·	·	·	·	·	·
Stock Repurchased	$30M	$2M	$40M	$27M	$78M	$12M	·	$95M	$30M	$0	$50M	$25M
Net Stock Activity	$-30M	$-2M	$-40M	$-27M	$-78M	$-12M	·	$-95M	$-30M	$0	$-50M	$-25M
Dividends Paid	$16M	$15M	$15M	$15M	$15M	·	·	·	·	·	·	·
Financing Cash Flow	$-56M	$-377M	$446M	$-62M	$-25M	$-30M	$339M	$-97M	$-31M	$2M	$-46M	$-34M
Net Change in Cash	$69M	$-322M	$586M	$-86M	$64M	$134M	$-8M	$-60M	$126M	$120M	$44M	$-13M
Taxes Paid	$-21M	·	·	·	·	·	·	·	·	·	·	·
Free Cash Flow	$126M	$74M	$148M	$125M	$108M	$165M	$23M	$131M	$174M	$112M	$101M	$69M
Levered FCF	$111M	$47M	$130M	·	·	·	·	$131M	·	·	·	·

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	37.7%	35.7%	35.8%	36.6%	36.6%	38.3%	40.0%	50.9%	78.6%	77.3%	80.8%	52.5%
Operating Margin	9.3%	2.5%	6.9%	12.6%	10.4%	12.4%	6.9%	23.9%	44.3%	38.8%	39.8%	10.9%
Net Margin	8.2%	3.7%	7.8%	10.8%	9.2%	9.5%	8.2%	20.4%	30.4%	38.9%	-59.1%	12.7%
Pretax Margin	9.4%	3.5%	7.4%	13.1%	10.2%	11.2%	8.5%	24.0%	43.7%	39.1%	39.3%	10.7%
EBITDA Margin	12.8%	7.1%	10.9%	15.9%	14.1%	15.8%	10.2%	25.8%	46.4%	41.1%	43.0%	16.6%
ROA	6.2%	2.2%	5.6%	10.5%	7.8%	8.5%	5.5%	18.6%	·	24.6%	-27.6%	7.0%
ROE	11.3%	4.6%	11.4%	20.6%	16.0%	18.1%	10.1%	26.1%	·	38.9%	-42.9%	10.0%
ROIC	7.7%	2.2%	5.9%	13.5%	10.9%	13.2%	4.5%	24.1%	·	29.5%	32.0%	10.1%

Liquidità e Solvibilità 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	1.6	4.4	5.1	3.0	3.1	3.3	2.7	5.2	·	4.6	3.3	3.3
Quick Ratio	1.1	3.1	4.0	1.2	1.5	1.6	1.1	3.2	·	3.8	2.1	2.2
Debt / Equity	0.4	0.5	0.8	0.4	0.5	0.4	0.5	·	·	·	·	0.0
LT Debt / Equity	·	0.5	0.8	0.3	0.4	0.4	0.5	·	·	·	·	·
Interest Coverage	10.1	1.5	6.9	·	·	·	·	752.4	·	·	·	·

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.7	0.6	0.7	1.0	0.8	0.9	0.7	0.9	·	0.6	0.5	0.6
Inventory Turnover	2.9	2.7	3.0	3.3	3.3	3.9	2.9	4.1	·	4.3	4.0	3.8
Receivables Turnover	6.1	5.4	5.7	·	·	·	·	·	·	5.0	4.0	3.0

Per Azione 6

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$36.05	$31.91	$30.66	$28.49	$23.17	$21.28	$17.64	$15.90	·	$9.87	$6.63	$11.69
Revenue / Share	$46.60	$39.17	$43.86	$48.92	$37.96	$36.73	$20.49	$18.27	$11.28	$8.18	$6.53	$9.01
Cash Flow / Share	$6.04	$3.46	$5.53	$4.87	$3.66	$5.22	$1.26	$3.84	$4.55	$2.98	$2.55	$1.84
Cash / Share	$20.93	$19.15	$27.99	$12.26	$14.48	$12.54	$9.03	$9.15	·	$7.10	$3.99	$3.08
Dividend / Share	$0.10	$0.10	$0.10	$0.10	$0.10	·	·	·	·	·	·	·
EPS (TTM)	$3.84	$1.43	$3.40	$5.29	$3.51	$3.50	$1.69	$3.74	$3.43	$3.18	$-3.89	$1.14

Tassi di Crescita 9

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	21.4%	-10.5%	-10.3%	26.8%	2.8%	·	·	·	·	·	·	·
Revenue CAGR 3Y	-0.85%	0.59%	5.4%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	4.9%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	168.5%	-57.9%	-35.7%	50.7%	0.29%	·	·	·	·	·	·	·
EPS CAGR 3Y	-10.1%	-25.9%	-0.96%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	1.9%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	173.8%	-57.8%	-35.7%	48.2%	0.05%	·	·	·	·	·	·	·
Net Income CAGR 3Y	-9.4%	-26.2%	-1.6%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	2.0%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$1.80B	$1.48B	$1.66B	$1.85B	$1.46B	$1.42B	$789M	$719M	$671M	$484M	$268M	$231M
Net Income TTM	$148M	$54M	$128M	$200M	$135M	$135M	$65M	$147M	$138M	$127M	$-158M	$47M
Market Cap	$7.91B	$4.36B	$4.06B	$3.21B	$3.42B	$3.71B	$2.73B	$1.64B	·	$2.17B	$1.12B	$963M
Enterprise Value	$7.69B	$4.20B	$3.94B	$3.13B	$3.27B	$3.55B	$2.72B	·	·	·	·	$837M
P/E	54.5	80.9	32.0	16.2	25.9	27.7	42.1	11.5	19.7	17.2	-7.3	20.8
P/S	4.4	2.9	2.5	1.7	2.4	2.6	3.5	2.3	·	4.5	4.2	4.2
P/B	5.8	3.6	3.6	3.0	3.9	4.6	4.0	2.7	·	5.5	4.3	2.0
P / Tangible Book	8.4	5.7	5.8	5.4	6.9	8.5	·	·	·	·	·	·
P / Cash Flow	33.9	33.4	19.5	17.5	24.4	18.5	56.4	10.8	·	18.2	10.7	12.7
P / FCF	62.9	59.0	27.5	25.7	31.6	22.5	117.7	12.5	·	19.3	11.1	13.9
EV / EBITDA	33.4	40.0	21.8	10.7	16.0	15.9	33.8	·	·	·	·	13.6
EV / FCF	61.1	56.8	26.6	25.1	30.2	21.6	117.3	·	·	·	·	12.1
EV / Revenue	4.3	2.8	2.4	1.7	2.2	2.5	3.4	·	·	·	·	3.6
Dividend Yield	0.20%	0.35%	0.37%	0.47%	0.45%	·	·	·	·	·	·	·
Earnings Yield	1.8%	1.2%	3.1%	6.2%	3.9%	3.6%	2.4%	8.7%	5.1%	5.8%	-13.8%	4.8%
Payout Ratio	10.5%	28.3%	11.9%	7.6%	11.4%	·	·	·	·	·	·	·
Annual Payout	$16M	$15M	$15M	$15M	$15M	·	·	·	·	·	·	·

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	$574M	$511M	$489M	$463M	$442M	$405M	$415M	$374M	$365M	$328M	$405M	$410M	$416M	$425M	$491M	$516M
Cost of Revenue	$338M	$310M	$300M	$289M	$278M	$254M	$261M	$240M	$237M	$215M	$262M	$263M	$268M	$270M	$313M	$325M
Gross Profit	$236M	$201M	$189M	$174M	$163M	$150M	$155M	$134M	$128M	$113M	$143M	$147M	$147M	$155M	$178M	$191M
R&D Expense	$65M	$62M	$60M	$59M	$59M	$54M	$56M	$54M	$52M	$50M	$49M	$50M	$51M	$52M	$50M	$50M
SG&A Expense	$69M	$62M	$63M	$60M	$60M	$59M	$58M	$56M	$55M	$55M	$55M	$55M	$56M	$55M	$57M	$57M
Operating Expenses	$141M	$133M	$132M	$125M	$132M	$120M	$121M	$145M	$115M	$112M	$129M	$117M	$117M	$115M	$120M	$114M
Operating Income	$95M	$68M	$57M	$49M	$32M	$31M	$34M	$-11M	$13M	$900.0K	$14M	$30M	$30M	$40M	$58M	$78M
Interest Expense	$3M	$4M	$4M	$4M	$4M	$4M	$5M	$6M	$7M	$7M	$7M	$4M	$3M	$3M	·	·
Interest Income	$8M	$6M	$6M	$7M	$7M	$7M	$7M	$11M	$12M	$13M	$13M	$6M	$4M	$4M	·	·
Other Non-op	$-2M	·	$-2M	$700.0K	$-5M	$-3M	$4M	$-8M	$600.0K	$1M	$-3M	$2M	$982.0K	$-1M	$477.0K	$9M
Pretax Income	$67M	$70M	$57M	$52M	$29M	$30M	$40M	$-14M	$19M	$8M	$16M	$35M	$32M	$39M	$55M	$87M
Income Tax	$12M	$3M	$5M	$6M	$4M	$5M	$-8M	$-400.0K	$3M	$2M	$-22M	$874.0K	$5M	$8M	$10M	$12M
Net Income	$54M	$67M	$52M	$46M	$25M	$25M	$49M	$-15M	$15M	$5M	$38M	$33M	$27M	$31M	$44M	$74M
EPS (Basic)	$1.39	$1.77	$1.39	$1.23	$0.67	$0.66	$1.32	$-0.40	$0.39	$0.14	$1.00	$0.87	$0.72	$0.83	$1.17	$1.98
EPS (Diluted)	$1.28	$1.58	$1.32	$1.20	$0.67	$0.65	$1.30	$-0.40	$0.39	$0.14	$1.00	$0.86	$0.72	$0.82	$1.16	$1.97
Shares (Basic)	38,900,000	37,700,000	·	37,600,000	37,600,000	37,600,000	·	37,500,000	37,500,000	37,400,000	·	37,575,000	37,573,000	37,475,000	·	37,379,000
Shares (Diluted)	42,300,000	42,200,000	·	38,500,000	37,800,000	38,100,000	·	37,500,000	37,800,000	37,700,000	·	37,854,000	37,803,000	37,757,000	·	37,630,000
EBITDA	$95M	$84M	·	$49M	$32M	$47M	·	$-11M	$13M	$18M	·	$30M	$30M	$57M	·	$78M

Stato Patrimoniale 25

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	$1.40B	$700M	$791M	$759M	$714M	$723M	$722M	$657M	$986M	$1.02B	·	$986M	$455M	$462M	·	$409M
Receivables	$404M	$377M	$325M	$300M	$304M	$277M	$265M	$259M	$262M	$248M	·	·	·	·	·	·
Inventory	$538M	$459M	$411M	$400M	$398M	$369M	$360M	$378M	$383M	$361M	·	$364M	$392M	$402M	·	$409M
Other Current Assets	$73M	$54M	$46M	$45M	$44M	$46M	$42M	$51M	$46M	$45M	·	$53M	$47M	$55M	·	$56M
Current Assets	$2.41B	$1.59B	$1.57B	$1.50B	$1.46B	$1.41B	$1.39B	$1.35B	$1.68B	$1.67B	·	$1.67B	$1.15B	$1.21B	·	$1.18B
PP&E (Net)	$323M	$304M	$273M	$240M	$218M	$194M	$186M	$182M	$181M	$175M	·	$162M	$159M	$153M	·	$137M
PP&E (Gross)	·	·	$497M	·	·	·	$387M	·	·	$352M	·	$321M	$311M	$295M	·	$263M
Accum. Depreciation	·	·	$224M	·	·	·	$201M	·	·	$176M	·	$159M	$152M	$143M	·	$127M
Goodwill	$300M	$300M	$301M	$301M	$301M	$297M	$296M	$299M	$297M	$281M	$284M	$282M	$283M	$283M	$281M	$279M
Intangibles	$107M	$112M	$118M	$123M	$129M	$134M	$139M	$145M	$152M	$154M	·	$168M	$175M	$183M	·	$196M
Total Assets	$3.43B	$2.59B	$2.55B	$2.44B	$2.38B	$2.30B	$2.26B	$2.19B	$2.54B	$2.52B	·	$2.49B	$1.95B	$2.01B	·	$1.97B
Accounts Payable	$316M	$272M	$224M	$195M	$192M	$157M	$144M	$133M	$158M	$138M	·	$140M	$149M	$186M	·	$220M
Current Liabilities	$636M	$1.00B	$991M	$366M	$357M	$319M	$314M	$292M	$307M	$298M	·	$315M	$303M	$384M	·	$433M
Capital Leases	$97M	$99M	$96M	$98M	$102M	$97M	$89M	$80M	$97M	$100M	·	$90M	$88M	$91M	·	$95M
Deferred Tax	·	·	·	·	·	·	·	·	·	·	·	·	·	·	·	$9M
Other Non-current Liabilities	$39M	$42M	$39M	$39M	$37M	$35M	$38M	$42M	$38M	$43M	·	$44M	$44M	$44M	·	$31M
Total Liabilities	$1.95B	$1.19B	$1.18B	$1.12B	$1.12B	$1.07B	$1.06B	$1.03B	$1.38B	$1.38B	·	$1.39B	$825M	$913M	·	$984M
Long-term Debt	$1.26B	$568M	$568M	·	·	·	$565M	$564M	$907M	$911M	·	$920M	$364M	$368M	·	$378M
Total Debt	$1.26B	$568M	·	$567M	$566M	$565M	·	$564M	$907M	$911M	·	$920M	$364M	$368M	·	$378M
Paid-in Capital	$244M	$218M	$231M	$217M	$205M	$193M	$189M	$181M	$170M	$154M	·	$139M	$147M	$139M	·	$128M
Retained Earnings	$1.23B	$1.18B	$1.13B	$1.09B	$1.05B	$1.05B	$1.03B	$982M	$1.00B	$991M	·	$956M	$966M	$942M	·	$876M
AOCI	$700.0K	$3M	$6M	$5M	$9M	$-7M	$-12M	$2M	$-7M	$-2M	·	$5M	$12M	$14M	·	$-15M
Stockholders' Equity	$1.46B	$1.38B	$1.36B	$1.31B	$1.26B	$1.23B	$1.20B	$1.16B	$1.17B	$1.14B	$1.14B	$1.10B	$1.13B	$1.10B	·	$989M
Liabilities + Equity	$3.43B	$2.59B	$2.55B	$2.44B	$2.38B	$2.30B	$2.26B	$2.19B	$2.54B	$2.52B	·	$2.49B	$1.95B	$2.01B	·	$1.97B
Shares Outstanding	40,000,000	38,000,000	37,800,000	37,700,000	37,700,000	37,900,000	37,700,000	37,671,000	37,671,000	37,434,000	37,300,000	37,280,000	37,650,000	37,529,000	37,429,000	37,393,000

Flusso di cassa 16

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	$16M	$16M	$15M	$15M	$16M	$16M	$17M	$18M	$17M	$17M	$17M	$17M	$16M	$17M	$16M	$16M
Stock-based Comp	$21M	$18M	$14M	$15M	$14M	$13M	$12M	$12M	$11M	$11M	$8M	$8M	$8M	$7M	$5M	$6M
Deferred Tax	$200.0K	$1M	·	·	·	·	$-21M	$342.0K	$-33.0K	$-9.0K	$-33M	$-210.0K	$-169.0K	$-617.0K	·	·
Amort. of Intangibles	$5M	$5M	$5M	$6M	$6M	$6M	$6M	$7M	$7M	$7M	$7M	$7M	$7M	$7M	$7M	$7M
Restructuring	$300.0K	$2M	$2M	$0	$4M	$600.0K	$331.0K	$28M	$100.0K	$-31.0K	$16M	$5M	$3M	$1M	$6M	$121.0K
Other Non-cash	·	$-108M	·	·	·	$-25M	·	·	·	$-26M	·	·	·	$-24M	·	·
Operating Cash Flow	$85M	$-6M	$80M	$79M	$45M	$29M	$83M	$34M	$7M	$7M	$84M	$73M	$23M	$30M	$71M	$65M
CapEx	$50M	$37M	$38M	$28M	$28M	$14M	$13M	$13M	$15M	$17M	$14M	$13M	$17M	$16M	$19M	$14M
Investing Cash Flow	$-50M	$-38M	$-38M	$-28M	$-28M	$-15M	$-13M	$-13M	$-29M	$-19M	$-14M	$-13M	$-21M	$-16M	$-23M	$-14M
Stock Repurchased	$0	$500.0K	$6M	$0	$23M	$500.0K	$0	$2M	·	·	$0	$40M	·	·	$680.0K	$2M
Net Stock Activity	·	$-500.0K	·	·	·	$-500.0K	·	$-2M	·	·	·	·	·	·	·	·
Dividends Paid	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M
Financing Cash Flow	$662M	$-45M	$-9M	$-4M	$-29M	$-13M	$-3M	$-351M	$-9M	$-14M	$-9M	$473M	$-8M	$-11M	$-8M	$-11M
Net Change in Cash	$697M	$-90M	$33M	$45M	$-10M	$900.0K	$65M	$-329M	$-32M	$-27M	$59M	$531M	$-6M	$3M	$50M	$36M
Free Cash Flow	·	$-43M	·	·	·	$15M	·	·	·	$-9M	·	·	·	$14M	·	·
Levered FCF	·	$-47M	·	·	·	$12M	·	·	·	$-15M	·	·	·	·	·	·

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	41.1%	39.3%	·	37.6%	37.0%	37.2%	·	35.8%	35.0%	34.4%	·	35.9%	35.4%	36.5%	·	37.0%
Operating Margin	16.6%	13.4%	·	10.6%	7.2%	7.6%	·	-2.9%	3.5%	0.21%	·	7.3%	7.2%	9.4%	·	15.0%
Net Margin	9.4%	13.1%	·	10.0%	5.7%	6.1%	·	-4.0%	4.1%	1.6%	·	8.0%	6.5%	7.3%	·	14.4%
Pretax Margin	11.6%	13.7%	·	11.3%	6.6%	7.4%	·	-3.9%	5.1%	2.3%	·	8.4%	7.8%	9.3%	·	16.8%
EBITDA Margin	16.6%	16.5%	·	10.6%	7.2%	11.5%	·	-2.9%	3.5%	5.4%	·	7.3%	7.2%	13.3%	·	15.0%
ROA	1.9%	2.7%	·	2.0%	1.0%	1.0%	·	-0.64%	0.67%	0.23%	·	1.5%	1.4%	1.6%	·	3.9%
ROE	4.0%	5.1%	·	3.7%	2.1%	2.1%	·	-1.3%	1.3%	0.47%	·	3.1%	2.6%	3.1%	·	8.1%
ROIC	2.9%	3.4%	·	2.3%	1.5%	1.4%	·	-0.62%	0.52%	0.03%	·	1.5%	1.7%	2.2%	·	4.9%

Liquidità e Solvibilità 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
Current Ratio	3.8	1.6	·	4.1	4.1	4.4	·	4.6	5.5	5.6	·	5.3	3.8	3.1	·	2.7
Quick Ratio	2.8	1.1	·	2.9	2.9	3.1	·	3.1	4.1	4.2	·	3.1	1.5	1.2	·	0.9
Debt / Equity	0.9	0.4	·	0.4	0.5	0.5	·	0.5	0.8	0.8	·	0.8	0.3	0.3	·	0.4
LT Debt / Equity	0.8	·	·	0.4	0.5	0.5	·	0.5	0.8	0.8	·	0.8	0.3	0.3	·	0.4
Interest Coverage	28.8	16.7	·	11.7	7.5	7.3	·	-1.7	1.9	0.1	·	·	·	·	·	·

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	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.1	·	0.2	0.2	0.2	·	0.3
Inventory Turnover	0.7	0.7	·	0.7	0.7	0.7	·	0.6	0.6	0.6	·	0.7	0.7	0.7	·	0.9
Receivables Turnover	1.6	1.6	·	1.7	1.6	1.5	·	2.2	2.3	2.0	·	·	·	·	·	·

Per Azione 6

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	$36.40	$36.43	·	$34.67	$33.35	$32.46	·	$30.91	$30.93	$30.53	·	$29.53	$29.89	$29.20	·	$26.46
Revenue / Share	$13.57	$12.11	·	$12.03	$11.68	$10.62	·	$9.97	$9.66	$8.69	·	$10.83	$10.99	$11.26	·	$13.72
Cash Flow / Share	·	$-0.14	·	·	·	$0.76	·	·	·	$0.19	·	·	·	$0.79	·	·
Cash / Share	$34.91	$18.41	·	$20.12	$18.93	$19.08	·	$17.45	$26.18	$27.19	·	$26.45	$12.09	$12.30	·	$10.94
Dividend / Share	$0.10	$0.10	$-0.20	$0.10	$0.10	$0.10	$-0.20	$0.10	$0.10	$0.10	$-0.20	$0.10	$0.10	$0.10	$-0.20	$0.10
EPS (TTM)	$5.38	$4.77	·	$3.82	$2.22	$1.94	·	$1.13	$2.39	$2.72	·	$3.56	$4.67	$5.14	·	$5.17

Valutazione (TTM) 14

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	$2.04B	$1.91B	·	$1.72B	$1.64B	$1.56B	·	$1.47B	$1.51B	$1.56B	·	$1.74B	$1.85B	$1.87B	·	$1.75B
Net Income TTM	$219M	$190M	·	$145M	$84M	$74M	·	$43M	$90M	$103M	·	$135M	$176M	$194M	·	$196M
Market Cap	$14.91B	$12.26B	·	$6.41B	$5.00B	$3.61B	·	$3.96B	$4.10B	$3.82B	·	$3.84B	$4.20B	$3.68B	·	$2.89B
Enterprise Value	$14.78B	$12.13B	·	$6.22B	$4.85B	$3.45B	·	$3.87B	$4.02B	$3.71B	·	$3.78B	$4.10B	$3.58B	·	$2.86B
P/E	69.3	67.7	·	44.5	59.7	49.1	·	93.1	45.5	37.5	·	29.0	23.9	19.1	·	15.0
P/S	7.3	6.4	·	3.7	3.1	2.3	·	2.7	2.7	2.4	·	2.2	2.3	2.0	·	1.7
P/B	10.2	8.9	·	4.9	4.0	2.9	·	3.4	3.5	3.3	·	3.5	3.7	3.4	·	2.9
P / Tangible Book	14.2	12.6	·	7.3	6.0	4.5	·	5.5	5.7	5.4	·	5.9	6.3	5.8	·	5.6
P / Cash Flow	·	-2043.8	·	·	·	125.0	·	·	·	524.2	·	·	·	123.4	·	·
EV / Revenue	7.3	6.4	·	3.6	3.0	2.2	·	2.6	2.7	2.4	·	2.2	2.2	1.9	·	1.6
Dividend Yield	0.11%	0.13%	·	0.24%	0.31%	0.43%	·	0.39%	0.37%	0.40%	·	0.40%	0.36%	0.41%	·	0.53%
Earnings Yield	1.4%	1.5%	·	2.2%	1.7%	2.0%	·	1.1%	2.2%	2.7%	·	3.5%	4.2%	5.2%	·	6.7%
Payout Ratio	·	5.7%	·	·	·	15.4%	·	·	·	73.0%	·	·	·	12.3%	·	·
Annual Payout	$16M	$16M	·	$15M	$15M	$15M	·	$15M	$15M	$15M	·	$15M	$15M	$15M	·	$15M

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	$1.80B	$1.48B	$1.66B	$1.85B	$1.46B
Margine Lordo %	37.7%	35.7%	35.8%	36.6%	36.6%
Margine Operativo %	9.3%	2.5%	6.9%	12.6%	10.4%
Utile netto	$148M	$54M	$128M	$200M	$135M
EPS Diluito	$3.84	$1.43	$3.40	$5.29	$3.51

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debito / Patrimonio Netto	0.4	0.5	0.8	0.4	0.5
Rapporto corrente	1.6	4.4	5.1	3.0	3.1
Quick Ratio	1.1	3.1	4.0	1.2	1.5

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$126M	$74M	$148M	$125M	$108M

Proprietari istituzionali (13F) 721 filer · $15.6B 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 721

Valore detenuto $15.6B

Nuove posizioni 177

Posizioni chiuse 70

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
177 (-2 vs trimestre precedente)	70 (+32 vs trimestre precedente)	212 (+47 vs trimestre precedente)	228 (+28 vs trimestre precedente)	+1.6M

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.	$1.725.045.343	4.626.399	11,06%	Azioni
VANGUARD GROUP INC	$991.923.246	4.737.657	6,36%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$799.305.758	2.143.658	5,12%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$639.108.875	1.714.026	4,10%	Azioni
AMERIPRISE FINANCIAL INC	$581.423.959	1.559.661	3,73%	Azioni
FMR LLC	$528.310.184	1.416.875	3,39%	Azioni
STATE STREET CORP	$474.356.148	1.272.597	3,04%	Azioni
Invesco Ltd.	$443.065.639	1.188.258	2,84%	Azioni
BANK OF AMERICA CORP /DE/	$382.341.900	1.025.403	2,45%	Azioni
EARNEST PARTNERS LLC	$355.815.672	954.262	2,28%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$351.021.225	938.239	2,25%	Azioni
JANE STREET GROUP, LLC	$304.142.601	815.680	1,95%	Azioni
FRANKLIN RESOURCES INC	$255.950.760	686.434	1,64%	Azioni
DIMENSIONAL FUND ADVISORS LP	$244.381.566	655.584	1,57%	Azioni
D. E. Shaw & Co., Inc.	$218.342.605	585.573	1,40%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$189.824.388	509.090	1,22%	Azioni
NORGES BANK	$181.431.830	486.582	1,16%	Azioni
AQR CAPITAL MANAGEMENT LLC	$177.859.819	478.794	1,14%	Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$166.161.685	445.629	1,06%	Azioni
NEUBERGER BERMAN GROUP LLC	$154.612.791	414.656	0,99%	Azioni
MORGAN STANLEY	$145.619.427	390.534	0,93%	Azioni
CITADEL ADVISORS LLC	$144.617.629	387.850	0,93%	Azioni
MILLENNIUM MANAGEMENT LLC	$142.339.394	381.740	0,91%	Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$140.192.409	375.982	0,90%	Azioni
GOLDMAN SACHS GROUP INC	$135.381.656	363.080	0,87%	Azioni
NORTHERN TRUST CORP	$128.639.031	344.997	0,82%	Azioni
Qube Research & Technologies Ltd	$126.813.833	340.102	0,81%	Azioni
Analog Century Management LP	$124.145.202	332.945	0,80%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$122.797.650	329.331	0,79%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$121.452.335	325.723	0,78%	Azioni
LOOMIS SAYLES & CO L P	$118.778.857	318.553	0,76%	Azioni
Fisher Asset Management, LLC	$113.528.105	304.471	0,73%	Azioni
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	$103.765.247	278.288	0,67%	Azioni
SNYDER CAPITAL MANAGEMENT L P	$95.758.236	256.814	0,61%	Azioni
Bank of New York Mellon Corp	$95.718.990	256.709	0,61%	Azioni
ALLIANCEBERNSTEIN L.P.	$91.644.154	283.983	0,59%	Azioni
VANGUARD FIDUCIARY TRUST CO	$91.423.995	245.190	0,59%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$89.948.176	241.232	0,58%	Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$89.803.875	240.845	0,58%	Azioni
RAYMOND JAMES FINANCIAL INC	$89.617.338	240.345	0,57%	Azioni
JPMORGAN CHASE & CO	$88.074.289	251.219	0,56%	Azioni
FIRST TRUST ADVISORS LP	$87.771.495	235.394	0,56%	Azioni
BNP PARIBAS FINANCIAL MARKETS	$83.895.750	2.250	0,54%	Opzione Call
SILVERCREST ASSET MANAGEMENT GROUP LLC	$77.303.600	207.316	0,50%	Azioni
MARSHALL WACE, LLP	$76.359.301	204.788	0,49%	Azioni
LOS ANGELES CAPITAL MANAGEMENT LLC	$70.881.469	190.097	0,45%	Azioni
JANE STREET GROUP, LLC	$70.248.708	188.400	0,45%	Opzione Put
Driehaus Capital Management LLC	$68.964.917	184.957	0,44%	Azioni
SEI INVESTMENTS CO	$61.368.341	164.584	0,39%	Azioni
ENVESTNET ASSET MANAGEMENT INC	$61.226.686	164.207	0,39%	Azioni

Mostra tutti i 721 proprietari istituzionali →

Insider aziendali 56 insider · 19 dirigenti · 19 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Stephen Douglas Kelley	President and CEO	10 Marzo 2026 S	80.376	13	$-15.830.828
Yuval Wasserman	President & CEO	24 Febbraio 2021 F	159.193	0	$0
Garry W Rogerson	CEO	15 Agosto 2014 F	48.944	0	$0
Hans Georg Betz DR	CEO	21 Luglio 2011 F	74.083	0	$0
Paul R Oldham	EVP, CFO	20 Febbraio 2025 F	34.598	2	$-3.023.402
Thomas Liguori	EVP, CFO	11 Settembre 2017 S	36.659	0	$0
Danny C Herron	Executive VP & CFO	18 Febbraio 2015 M	2.790	0	$0
Lawrence Firestone	Executive VP & CFO	21 Luglio 2010 F	13.048	0	$0
Neil David Brinker	President & COO	17 Luglio 2020 F	25.144	0	$0
BKB G2 Investments, LLC	President SEBU	03 Gennaio 2012 A	15.849	0	$0
Eduardo Bernal Acebedo	EVP and COO	18 Agosto 2026 M	23.109	18	$-7.814.694
Charles S Rhoades	Chief Operating Officer	30 Aprile 2008 M	26.056	0	$0
Elizabeth Karpinski Vonne	EVP, General Counsel	08 Settembre 2026 S	9.177	5	$-1.420.689
John Donaghey	EVP, Global Sales	01 Marzo 2026 A	16.276	0	$0
Bernard Raymond Colpitts JR	SVP, Chief Accounting Officer	01 Marzo 2026 A	1.647	2	$-833.208
Thomas O Mcgimpsey	EVP & General Counsel	16 Marzo 2022 A	42.764	0	$0
Dana Edward Huth	EVP & CHIEF REVENUE OFFICER	03 Marzo 2021 F	12.569	0	$0
William George Trupkiewicz	Chief Accounting Officer	04 Febbraio 2016 A	6.478	0	$0
Gregg Patterson	EVP & Gen. Mgr. Renewables BU	22 Luglio 2011 A	51.572	0	$0
Anne Delsanto	Direttore	08 Settembre 2026 S	7.952	9	$-615.143
Grant H Beard	Direttore	13 Agosto 2026 G	60.159	0	$0
Brian Shirley	Direttore	15 Giugno 2026 S	6.663	2	$-842.254
Lanesha Minnix	Direttore	07 Maggio 2026 A	6.898	1	$-316.620
Tina Donikowski	Direttore	07 Maggio 2026 A	10.561	1	$-474.715
Reed David	Direttore	07 Maggio 2026 A	9.896	0	$0
Ronald C Foster	Direttore	07 Maggio 2026 A	6.663	0	$0
Frederick Ball	Direttore	07 Maggio 2026 A	3.820	0	$0
Edward C Grady	Direttore	09 Maggio 2022 A	54.268	0	$0
Thomas M Rohrs	Direttore	30 Aprile 2021 A	1.813	0	$0
Terry Hudgens	Direttore	07 Maggio 2015 A	45.000	0	$0
Richard P Beck	Direttore	07 Maggio 2014 A	36.732	0	$0
Douglas S Schatz	Direttore	10 Aprile 2014 M	2.486.651	0	$0
Trung T. Doan	Direttore	02 Maggio 2012 A	52.000	0	$0
Elwood Spedden	Direttore	13 Agosto 2009 S	2.000	0	$0
SCHATZ DOUGLAS S & SCHATZ JILL E FAMILY TRUST	Proprietario del 10%	26 Maggio 2009 J	10.627.782	0	$0
John A Roush	·	07 Maggio 2026 A	29.905	7	$-3.308.397
Barry Z Posner	·	10 Agosto 2007 P	19.000	0	$0
John D Pirnot	·	24 Luglio 2007 A	1.906	0	$0
Joseph R Bronson	·	02 Maggio 2007 A	33.000	0	$0
Mark D Hartman	·	14 Marzo 2006 A	3.933	0	$0
James G Guilmart	·	22 Febbraio 2006 S	3.753	0	$0
Michael El Hillow	·	01 Dicembre 2005 M	2.000	0	$0
Linda A Capuano	·	31 Gennaio 2005 A	7.650	0	$0
Craig D Jefferies	·	15 Dicembre 2004 M	30.000	0	$0
William Michael Gregorak	·	08 Dicembre 2004 P	1.550	0	$0
Larry Mcculloch	·	19 Ottobre 2004 A	·	0	$0
Luann Piccard	·	19 Ottobre 2004 A	·	0	$0
Brenda M Scholl	·	19 Ottobre 2004 A	·	0	$0
Richard A Scholl	·	19 Ottobre 2004 A	·	0	$0
Susan Christine Schell	·	20 Luglio 2004 A	·	0	$0
Robert L Bratter	·	05 Maggio 2004 A	·	0	$0
Gerald M Starek	·	05 Maggio 2004 A	·	0	$0
Arthur A Noeth	·	05 Maggio 2004 A	·	0	$0
Scott B Burton	·	14 Aprile 2004 A	·	0	$0
Joseph P Kovach	·	06 Novembre 2003 M	0	0	$0
John Peter Wagner	·	15 Ottobre 2003 A	·	0	$0

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

Proprietà ETF Posseduti da 73 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
EPSV · Harbor ETF Trust	2,56%	539 NS	31 Luglio 2026	N-PORT
SAWS · ETF Series Solutions	2,03%	547 NS	31 Luglio 2026	N-PORT
PBW · Invesco Exchange-Traded Fund Trust	1,65%	18.846 SH	02 Ottobre 2026	Giornaliero
XMMO · Invesco Exchange-Traded Fund Trust	1,10%	266.756 SH	02 Ottobre 2026	Giornaliero
RFG · Invesco Exchange-Traded Fund Trust	1,05%	11.975 SH	02 Ottobre 2026	Giornaliero
FXL · First Trust Exchange-Traded AlphaDE…	1,03%	91.232 NS	31 Luglio 2026	N-PORT
NUSC · Nushares ETF Trust	0,83%	36.735 NS	31 Luglio 2026	N-PORT
PAMC · Pacer Funds Trust	0,75%	1.398 NS	31 Luglio 2026	N-PORT
IVOG · VANGUARD ADMIRAL FUNDS	0,74%	37.526 SH	19 Agosto 2026	Giornaliero
FFSM · FIDELITY COVINGTON TRUST	0,71%	36.898 NS	31 Luglio 2026	N-PORT
FNY · First Trust Exchange-Traded AlphaDE…	0,62%	12.308 NS	31 Luglio 2026	N-PORT
MADE · iShares Trust	0,50%	1.085 SH	11 Settembre 2026	Giornaliero
ESSC · Strategy Shares	0,48%	598 NS	31 Luglio 2026	N-PORT
IQSM · New York Life Investments ETF Trust	0,44%	5.024 NS	31 Luglio 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,39%	503.782 SH	19 Agosto 2026	Giornaliero
IVOO · VANGUARD ADMIRAL FUNDS	0,39%	61.432 SH	19 Agosto 2026	Giornaliero
QVMM · Invesco Exchange-Traded Fund Trust …	0,35%	4.910 SH	02 Ottobre 2026	Giornaliero
ISCG · iShares Trust	0,34%	11.991 SH	11 Settembre 2026	Giornaliero
PTMC · Pacer Funds Trust	0,31%	4.201 NS	31 Luglio 2026	N-PORT
IWP · iShares Trust	0,29%	201.255 SH	11 Settembre 2026	Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust	0,27%	24.446 SH	02 Ottobre 2026	Giornaliero
BKMC · BNY Mellon ETF Trust	0,26%	5.772 NS	31 Luglio 2026	N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr…	0,24%	16.564 NS	31 Luglio 2026	N-PORT
MIDU · Direxion Shares ETF Trust	0,24%	559 NS	31 Luglio 2026	N-PORT
FNX · First Trust Exchange-Traded AlphaDE…	0,23%	11.049 NS	31 Luglio 2026	N-PORT
FSMD · FIDELITY COVINGTON TRUST	0,21%	17.846 NS	31 Luglio 2026	N-PORT
DFAS · Dimensional ETF Trust	0,20%	108.320 NS	31 Luglio 2026	N-PORT
ESML · iShares Trust	0,20%	20.809 SH	11 Settembre 2026	Giornaliero
VFMO · VANGUARD WELLINGTON FUND	0,20%	10.487 SH	19 Agosto 2026	Giornaliero
TRFM · ETF Series Solutions	0,19%	1.660 NS	31 Luglio 2026	N-PORT
FAD · First Trust Exchange-Traded AlphaDE…	0,19%	3.697 NS	31 Luglio 2026	N-PORT
VB · VANGUARD INDEX FUNDS	0,17%	872.294 SH	19 Agosto 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,16%	436.395 SH	19 Agosto 2026	Giornaliero
SMMD · iShares Trust	0,14%	20.140 SH	11 Settembre 2026	Giornaliero
ROUS · Lattice Strategies Trust	0,13%	3.101 NS	31 Luglio 2026	N-PORT
VGT · VANGUARD WORLD FUND	0,11%	485.429 SH	19 Agosto 2026	Giornaliero
JVAL · J.P. Morgan Exchange-Traded Fund Tr…	0,11%	3.136 NS	31 Luglio 2026	N-PORT
SMDX · Tidal Trust III	0,11%	481 NS	31 Luglio 2026	N-PORT
WSML · iShares Trust	0,10%	2.522 SH	11 Settembre 2026	Giornaliero
FTEC · FIDELITY COVINGTON TRUST	0,09%	63.579 NS	31 Luglio 2026	N-PORT
RWK · Invesco Exchange-Traded Fund Trust …	0,09%	3.735 SH	02 Ottobre 2026	Giornaliero
IWR · iShares Trust	0,08%	155.149 SH	11 Settembre 2026	Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust …	0,07%	1.847 SH	02 Ottobre 2026	Giornaliero
IYW · iShares Trust	0,05%	46.723 SH	11 Settembre 2026	Giornaliero
IGM · iShares Trust	0,05%	17.874 SH	11 Settembre 2026	Giornaliero
VONG · VANGUARD SCOTTSDALE FUNDS	0,04%	56.677 SH	19 Agosto 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,04%	60.876 NS	31 Luglio 2026	N-PORT
LRGF · iShares Trust	0,03%	4.498 SH	11 Settembre 2026	Giornaliero
IWF · iShares Trust	0,03%	134.211 SH	11 Settembre 2026	Giornaliero
DFUV · Dimensional ETF Trust	0,03%	15.106 NS	31 Luglio 2026	N-PORT
IUSG · iShares Trust	0,03%	33.703 SH	11 Settembre 2026	Giornaliero
DCOR · Dimensional ETF Trust	0,03%	3.136 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,02%	1.206.677 SH	19 Agosto 2026	Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS	0,02%	6.221 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,02%	3.184 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,02%	8.534 SH	19 Agosto 2026	Giornaliero
TILT · FlexShares Trust	0,02%	1.336 NS	31 Luglio 2026	N-PORT
DFSU · Dimensional ETF Trust	0,02%	1.345 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,02%	7.047 NS	31 Luglio 2026	N-PORT
DFUS · Dimensional ETF Trust	0,02%	11.142 NS	31 Luglio 2026	N-PORT
IWB · iShares Trust	0,01%	26.052 SH	11 Settembre 2026	Giornaliero
ITOT · iShares Trust	0,01%	49.373 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,01%	10.335 SH	11 Settembre 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,01%	32.242 SH	19 Agosto 2026	Giornaliero
IWS · iShares Trust	0,01%	2.929 SH	11 Settembre 2026	Giornaliero
IWD · iShares Trust	0,00%	4.408 SH	11 Settembre 2026	Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS	0,00%	1.212 SH	19 Agosto 2026	Giornaliero
LSEQ · Harbor ETF Trust	-2,28%	-1.203 NS	31 Luglio 2026	N-PORT
IJH · iShares Trust	·	1.334.365 SH	11 Settembre 2026	Giornaliero
IJK · iShares Trust	·	220.553 SH	11 Settembre 2026	Giornaliero
XJH · iShares Trust	·	5.195 SH	08 Settembre 2026	Giornaliero
ISCB · iShares Trust	·	1.701 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	20.000 SH	11 Settembre 2026	Giornaliero

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

21

rating · 20 analisti COMPRA

Target mediano $412.50 +35,6%

6 30,0% Acquisto forte

11 55,0% Compra

3 15,0% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

12 analisti · 2026-09-28

Target medio $429.08 +41,0%

← Sotto tutti i target Prezzo attuale $304.28

Basso$370.00 Media$429.08 Alto$535.00

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
AEIS	$7.91B	54.5	21.4%	8.2%	11.3%	37.7%
KEYS	$36.97B	37.3	8.0%	15.8%	15.5%	·
TDY	$23.89B	27.4	7.9%	14.6%	8.6%	·
ZBRA	$12.04B	29.7	8.3%	7.8%	11.6%	48.0%
CGNX	$6.01B	52.9	8.7%	11.5%	7.6%	66.9%
RAL	$5.75B	-4.7	-4.0%	-59.1%	-52.3%	50.3%
NOVT	$4.24B	80.9	3.3%	5.5%	5.2%	44.4%
VNT	$5.29B	13.5	3.2%	13.2%	35.4%	·
ITRI	$4.17B	14.3	-3.0%	12.7%	19.4%	37.7%
BMI	$6.49B	36.4	10.9%	15.4%	20.4%	41.7%
MIR	·	212.9	7.5%	3.1%	1.7%	47.4%

Ultime notizie Notizie recenti che menzionano questa società

23

Ecco Cosa Ha Sostenuto Advanced Energy Industries (AEIS) nel Q1 Yahoo Finance · 4 mesi, 1 settimana fa Questo titolo sul settore dei chip e delle attrezzature ha catalizzatori positivi in arrivo, secondo Citi Yahoo Finance · 6 mesi, 1 settimana fa Advanced Energy Industries Raggiunge il Prezzo Obiettivo degli Analisti Nasdaq · 6 mesi, 1 settimana fa G2 Investment Partners Inizia una Nuova Posizione in Xometry Yahoo Finance · 6 mesi, 2 settimane fa

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26

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AEIS Advanced Energy Industries, Inc. - Common Stock

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

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

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

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

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) 721 filer · $15.6B totale · Aggiornato al 30 Settembre 2026

Insider aziendali 56 insider · 19 dirigenti · 19 direttori

Proprietà ETF Posseduti da 73 ETF

AEIS 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

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