AMRX Classe A Amneal Pharmaceuticals, Inc. - Class A Common Stock
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Informazioni su Amneal Pharmaceuticals, Inc. - Class A Common Stock Panoramica della società da Wikipedia
Amneal Pharmaceuticals, Inc. is an American publicly traded pharmaceutical company that develops, manufactures and distributes generics and specialty pharmaceutical products. The company is headquartered in Bridgewater, New Jersey, and is one of the largest manufacturers of generic drugs in the United States.
History
Amneal Pharmaceuticals was founded in 2002 by brothers Chirag and Chintu Patel. The company manufactured its first prescription product in 2005 and received its first Abbreviated New Drug Application (ANDA) approval from the U.S. Food and Drug Administration (FDA) in 2006.
In 2007, the company acquired five divested drugs from Mylan which Mylan was forced to sell as part of their acquisition of the generic's unit of Merck KGaA. At this time, the company was noted as being a private company based in Paterson, New Jersey.
That same year, it acquired Akyma Pharmaceuticals, a Glasgow, Kentucky-based regional distributor, and began marketing products under the Amneal label.
In 2008, Amneal expanded internationally with the opening of a research and development center in Gujarat, India. Continued expansion in the United States occurred between 2010 and 2016 in New Jersey, New York and Kentucky. As of 2017, the company had grown much of its physical footprint and product base through a series of acquisitions, including the acquisition of assets from Pfizer, Actavis and Warner Chilcott.
Formation of Amneal Pharmaceuticals Inc
In 2018, Amneal Pharmaceuticals LLC merged with Impax Laboratories, Inc. to form Amneal Pharmaceuticals, Inc. The FTC described the merger as having a value of US$1.45 billion, and required the companies to divest several marketed products and development projects as a condition of the approval. The merger was completed in May 2018, with shares of IPXL ceasing trading on NASDAQ on May 4 and shares of AMRX commencing trading on the NYSE on May 7. The company's predecessor entity, privately held Impax Pharmaceuticals, Inc., was founded in 1995. Publicly traded Global Pharmaceutical Corporation and Impax Pharmaceuticals, Inc. completed a reverse merger, forming Impax Laboratories, Inc. on December 14, 1999.
In August 2019, co-founders Chirag and Chintu Patel became co-CEOs of the company, while Paul Meister served as chairman. The Patel brothers focused on more investment into specialized drugs using the 505(b)(2) regulatory process, while continuing to expand the company's generic pipeline.
In December 2019, Amneal announced it had entered into an agreement to acquire a majority interest in AvKARE, a private label provider of generic pharmaceuticals in the US federal agency sector. Under the agreement, AvKARE would continue to operate as an independent subsidiary of Amneal.
In January 2021, the business announced it would acquire 98% of Kashiv BioSciences LLC and its drug delivery platforms.
In November 2021, Amneal acquired Punishka Healthcare and expanded its capacity to manufacture injectable medicines in Punishka's 293,000 sq. foot manufacturing facility near Ahmedabad, India.
In January 2022, Amneal announced it would acquire Saol Therapeutics Baclofen franchise for around $83.5 million, plus future royalties.
List of mergers and acquisitions
The following is an illustration of the company's major mergers and acquisitions and historical predecessors:
Operations
Research and development
As of July 2019, Amneal operated seven Research and Development (R&D) centers in the United States, India and Ireland. According to the company, 10% of net revenue is invested in R&D.
After the Impax merger, Amneal was reportedly the fifth largest U.S. generic drug maker in the United States with a generics portfolio inclusive of more than 200 product families, approximately 149 ANDAs filed with the FDA, and 135 projects in development at that time.
Biosimilars
Biosimilars are a focus of Amneal's drug development as a category that promises more affordable medicines and a high-growth marketplace.
The company's research and development activity in the biosimilar space has included a 2017 partnership with Adello Biologics (for the collaborative development of Neupogen and Neuasta biosimilars) and a 2018 partnership with mAbxience (for the development of Avastin biosimilars).
In 2022, Amneal received FDA approval for its first biosimilar medications, Releuko and Alymsys, which each treat various symptoms of cancer.
Amneal is taking advantage of regulatory opportunities to streamline the biosimilar approval process with the FDA, primarily in the 505(b)(2) new drug applications. In 2024, Amneal saw the approval of four biosimilar injectable drugs, including Boruzu, another treatment for symptoms of cancer.
Global operations
Amneal's first facility in India was built in 2006 in Rajoda, Ahmedabad. The most recent was built in 2022 to produce injectable medications. There were nine facilities across the country as of 2023, from a total investment of $500 million. In October 2024 the company announced another $200 investment to develop two new facilities in Ahmedabad to produce weight loss drugs.
The company began selling medication in India in October 2022.
Amneal's CEO, Chirag Patel, is a member of the US-India CEO Forum, and was appointed the US Chair of the Healthcare and Pharmaceutical Working Group in 2023.
In September 2023, Amneal received approval to launch its first product in China, Sevelamer carbonate. Amneal has been collaborating with a domestic Chinese partner since 2019 to secure approvals, and has six other products in the review process.
Pharmaceutical products
Amneal's Generics Division focuses on a broad range of therapeutic areas, including solid oral dosage products and alternative dosage form products.
The company's Specialty Pharma Division is focused on the development of proprietary branded pharmaceutical products for the treatment of Central Nervous System disorders, Endocrine disorders and other select specialty segments.
This division commercializes several branded pharmaceutical products, including Rytary, an extended-release oral capsule formulation for the treatment of Parkinson's disease, Unithroid, for treatment of hypothyroidism, Emverm, for treatment of certain gastrointestinal infections, and Zomig Nasal Spray, for the acute treatment of migraines.
In 2020, in response to the interest in chloroquine and hydroxychloroquine during the COVID-19 pandemic, and before the United States Food and Drug Administration's emergency use authorization was withdrawn, Amneal ramped up production.
In September 2023, Amneal received FDA approval to produce the first generic version of the ADHD medication Vyvanse, which had become in short supply earlier in the year. Amneal has continued to launch new drugs to meet demand among US drug shortages.
Crexont
In September 2022 Amneal filed for FDA approval of a new specialty drug labeled IPX-203, (carbidopa-levodopa) which is designed to help control symptoms in Parkinson's disease patients for a longer duration. Successful clinical trials of the longer-acting levodopa drug were reported in AUgust, 2021 from a trial of 506 patients. An extended trial of 419 patients in 2023 also found that three doses of the new drug were more effective than five doses of prior formations, as reported in the American Academy of Neurology.
Amneal released the drug under the name "Crexont", with expectations that the drug would become its highest earning specialty product upon release.
Narcan
In April 2024, The FDA approved Amneal's Narcan (Naloxone), an over-the-counter nasal spray that temporarily blocks the effects of opioids and can reverse an overdose. Amneal partnered with the state of California to provide 3.2 million Narcan packs at a 40% reduced price to help increase drug access for first responders, universities and other local facilities.
GLP-1
In 2024 Amneal made plans to build two new factories in Ahmedabad, India, specifically to produce new weight loss drugs. The total investment for the project ranges from 150 - 300 million USD, and is in partnership with the drug developer Metsera. Metsera released positive results of its weight-loss drug MET-097 earlier in 2024.
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 | AMRX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 44.3media 5 anni ≈18.0 | ≈18.0 | 24.7 | Sopravvalutato |
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 | AMRX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 39.3%media 5 anni ≈36.0% | ≈36.0% | 55.6% | Debole | |
| Margine Operativo (TTM) | 14.6%media 5 anni ≈6.7% | ≈6.7% | -11.5% | Di prim'ordine | |
| EBITDA Margin (Margine EBITDA) | 13.1%media 5 anni ≈6.7% | ≈6.7% | -4.4% | Di prim'ordine | |
| Margine ante imposte (TTM) | 6.5%media 5 anni ≈-1.8% | ≈-1.8% | -2.7% | Di prim'ordine | |
| Margine di Profitto Netto (TTM) | 5.0%media 5 anni ≈-3.0% | ≈-3.0% | -1.7% | Di prim'ordine | |
| ROA (TTM) | 4.4%media 5 anni ≈-1.8% | ≈-1.8% | -3.6% | Di prim'ordine | |
| ROE (TTM) | -397.9%media 5 anni ≈-8.6% | ≈-8.6% | -15.0% | Debole | |
| ROIC | 14.5%media 5 anni ≈7.8% | ≈7.8% | -10.3% | Di prim'ordine |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | AMRX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto (MRQ) | 77.8media 5 anni ≈16.1 | ≈16.1 | 0.6 | Debito elevato | |
| Rapporto corrente (MRQ) | 2.2media 5 anni ≈1.9 | ≈1.9 | 3.4 | Bassa liquidità | |
| Quick Ratio | 0.3media 5 anni ≈0.6 | ≈0.6 | 3.2 | Bassa liquidità | |
| Debito a lungo termine / Patrimonio netto (MRQ) | 77.7media 5 anni ≈16.1 | ≈16.1 | 1.0 | Debito elevato |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | AMRX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 8.1%media 5 anni ≈8.7% | ≈8.7% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 10.9%media 5 anni ≈9.1% | ≈9.1% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 8.7% | · | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 anni) | -18.4% | · | · | · | |
| Net Income CAGR 5Y (CAGR Utile Netto 5 anni) | 1.2% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | AMRX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.8media 5 anni ≈0.7 | ≈0.7 | 0.6 | Di prim'ordine | |
| Inventory Turnover (Rotazione delle scorte) | 3.1media 5 anni ≈2.9 | ≈2.9 | 2.0 | Di prim'ordine | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$347.0K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Ago 3, 2026 | $0.30 | $0.23 | 32.8% |
| 31 Marzo 2026 | $0.27 | $0.17 | 55.7% | |
| 31 Dicembre 2025 | $0.21 | $0.19 | 11.5% | |
| 30 Settembre 2025 | $0.17 | $0.14 | 21.2% | |
| 30 Giugno 2025 | $0.25 | $0.18 | 40.1% | |
| 31 Marzo 2025 | $0.21 | $0.15 | 40.4% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.02B | $2.79B | $2.39B | $2.21B | $2.09B | $1.99B | $1.63B | $1.66B | $1.03B | |
| Cost of Revenue | $1.91B | $1.77B | $1.57B | $1.43B | $1.32B | $1.33B | $1.15B | $939M | $507M | |
| Gross Profit | $1.11B | $1.02B | $821M | $785M | $769M | $628M | $353M | $716M | $526M | |
| R&D Expense | $186M | $191M | $164M | $196M | $202M | $180M | $188M | $194M | $171M | |
| SG&A Expense | $527M | $476M | $430M | $400M | $366M | $327M | $290M | $228M | $109M | |
| Operating Income | $394M | $249M | $204M | $-95M | $153M | $91M | $-249M | $-20M | $245M | |
| Other Non-op | $17M | $12M | $8M | $18M | $15M | $3M | $1M | $1M | $-47.0K | |
| Pretax Income | $139M | $-55M | $-40M | $-248M | $31M | $-36M | $-220M | $-203M | $171M | |
| Income Tax | $11M | $19M | $8M | $7M | $11M | $-104M | $383M | $-1M | $2M | |
| Net Income | $72M | $-117M | $-84M | $-255M | $13M | $68M | $-604M | $-20M | $0 | |
| EPS (Basic) | $0.23 | $-0.38 | $-0.48 | $-0.86 | $0.07 | $0.62 | $-2.74 | $-0.16 | · | |
| EPS (Diluted) | $0.22 | $-0.38 | $-0.48 | $-0.86 | $0.07 | $0.61 | $-2.74 | $-0.16 | · | |
| Shares (Basic) | 313,367,000 | 308,978,000 | 176,136,000 | 150,944,000 | 148,922,000 | 147,443,000 | 132,106,000 | 127,252,000 | · | |
| Shares (Diluted) | 324,805,000 | 308,978,000 | 176,136,000 | 150,944,000 | 151,821,000 | 148,913,000 | 132,106,000 | 127,252,000 | · | |
| EBITDA | $394M | $249M | $204M | $-95M | $153M | $91M | $-249M | $-20M | · |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $282M | $111M | $92M | $26M | $248M | $341M | $151M | $213M | $74M | |
| Receivables | · | · | · | $742M | $663M | $639M | $604M | $481M | $351M | |
| Inventory | $606M | $612M | $581M | $531M | $489M | $491M | $381M | $457M | $284M | |
| Prepaid Expense | $98M | $81M | $83M | $104M | $110M | $73M | $70M | $128M | $42M | |
| Current Assets | $1.91B | $1.59B | $1.38B | $1.41B | $1.52B | $1.55B | $1.21B | $1.29B | $772M | |
| PP&E (Net) | $443M | $425M | $448M | $470M | $514M | $478M | $478M | $544M | $487M | |
| PP&E (Gross) | $1.05B | $988M | $956M | $916M | $909M | $810M | $754M | $754M | $643M | |
| Accum. Depreciation | $606M | $564M | $508M | $446M | $395M | $332M | $276M | $209M | $156M | |
| Goodwill | $595M | $597M | $599M | $599M | $593M | $523M | $420M | $426M | $26M | |
| Intangibles | $563M | $732M | $890M | $1.10B | $1.17B | $1.30B | $1.38B | $1.65B | $45M | |
| Other Non-current Assets | $58M | $60M | $56M | $103M | $21M | $22M | $44M | $68M | $11M | |
| Total Assets | $3.68B | $3.50B | $3.47B | $3.80B | $3.94B | $4.01B | $3.67B | $4.35B | $1.34B | |
| Accounts Payable | · | $259M | $144M | $166M | $131M | $153M | $103M | $115M | $70M | |
| Current Liabilities | $882M | $1.13B | $847M | $753M | $677M | $677M | $550M | $554M | $297M | |
| Capital Leases | · | · | · | · | · | · | · | $39M | $40M | |
| Deferred Tax | · | · | · | · | · | · | $0 | $1M | $2M | |
| Other Non-current Liabilities | · | · | · | $87M | $39M | $83M | $40M | $39M | $8M | |
| Total Liabilities | · | · | · | · | · | · | · | · | $0 | |
| Long-term Debt | $2.57B | $2.39B | $2.42B | $2.62B | $2.71B | $2.78B | $2.63B | $2.65B | $1.44B | |
| Total Debt | $2.57B | $2.39B | $2.42B | $2.62B | $2.71B | $2.78B | $2.63B | $2.65B | · | |
| Common Stock | · | · | · | · | · | · | · | · | $10 | |
| Paid-in Capital | $572M | $560M | $539M | $692M | $658M | $628M | $607M | $530M | $9M | |
| Retained Earnings | $-535M | $-607M | $-490M | $-406M | $-276M | $-287M | $-378M | $-21M | $-383M | |
| AOCI | $-111M | $-66M | $-32M | $10M | $-25M | $-41M | $-68.0K | $-8M | $-14M | |
| Stockholders' Equity | $-71M | $-109M | $20M | $298M | $360M | $303M | $232M | $505M | $0 | |
| Liabilities + Equity | $3.68B | $3.50B | $3.47B | $3.80B | $3.94B | $4.01B | $3.67B | $4.35B | $1.34B | |
| Shares Outstanding | · | · | · | · | · | · | · | · | 1,000 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $32M | $28M | $27M | $32M | $28M | $21M | $22M | $168M | $0 | |
| Deferred Tax | $0 | $0 | $0 | $0 | $0 | $0 | $372M | $-9M | $742.0K | |
| Amort. of Intangibles | $166M | $174M | $163M | $172M | $173M | $175M | $144M | $144M | $73M | |
| Restructuring | $4M | $2M | $2M | $1M | $2M | $2M | $34M | $56M | $0 | |
| Operating Cash Flow | $340M | $295M | $346M | $65M | $242M | $379M | $2M | $250M | $234M | |
| CapEx | $70M | $52M | $43M | $46M | $48M | $56M | $47M | $83M | $95M | |
| Investing Cash Flow | $-112M | $-63M | $-69M | $-174M | $-194M | $-318M | $-20M | $-396M | $-99M | |
| Dividends Paid | · | · | · | · | · | $0 | $0 | $183M | $375M | |
| Financing Cash Flow | $-32M | $-212M | $-213M | $-107M | $-138M | $132M | $-46M | $288M | $-95M | |
| Net Change in Cash | $195M | $19M | $64M | $-222M | $-90M | $194M | $-66M | $141M | $40M | |
| Taxes Paid | $21M | $15M | $2M | $13M | $-16M | $100M | $10M | $35M | $-6M | |
| Free Cash Flow | $270M | $243M | $302M | $19M | $194M | $323M | $-45M | $167M | · |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 36.9% | 36.5% | 34.3% | 35.5% | 36.7% | 31.5% | 21.7% | 43.1% | · | |
| Operating Margin | 13.1% | 8.9% | 8.5% | -4.3% | 7.3% | 4.6% | -15.3% | -1.2% | · | |
| Net Margin | 2.4% | -2.6% | -3.3% | -12.2% | 0.63% | 4.6% | -22.2% | -1.2% | · | |
| Pretax Margin | 4.6% | -2.0% | -1.7% | -11.2% | 1.5% | -1.8% | -13.5% | -12.2% | · | |
| EBITDA Margin | 13.1% | 8.9% | 8.5% | -4.3% | 7.3% | 4.6% | -15.3% | -1.2% | · | |
| ROA | 2.0% | -2.1% | -2.2% | -7.0% | 0.33% | 2.4% | -9.0% | -0.69% | · | |
| ROE | -80.0% | 165.1% | -49.8% | -82.2% | 4.0% | 34.0% | -98.2% | -7.8% | · | |
| ROIC | 14.5% | 14.7% | 10.1% | -3.3% | 3.2% | -5.7% | -23.8% | -0.62% | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 1.4 | 1.6 | 1.9 | 2.2 | 2.3 | 2.2 | 2.3 | · | |
| Quick Ratio | 0.3 | 0.1 | 0.1 | 1.0 | 1.3 | 1.4 | 1.4 | 1.3 | · | |
| Debt / Equity | -36.3 | -21.8 | 122.3 | 8.8 | 7.5 | 9.2 | 11.3 | 5.3 | · | |
| LT Debt / Equity | -36.2 | -19.8 | 120.6 | 8.7 | 7.4 | 9.0 | 11.2 | 5.2 | · |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.7 | 0.6 | 0.5 | 0.5 | 0.4 | 0.6 | · | |
| Inventory Turnover | 3.1 | 3.0 | 2.8 | 2.8 | 2.7 | 3.1 | 2.7 | 2.6 | · | |
| Receivables Turnover | · | · | · | 3.2 | 3.2 | 3.2 | 3.0 | 4.0 | · |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $9.29 | $9.04 | $13.59 | $14.66 | $13.79 | $13.38 | · | · | · | |
| Cash Flow / Share | $1.05 | $0.96 | $1.96 | $0.43 | $1.59 | $2.55 | · | · | · | |
| EPS (TTM) | $0.22 | $-0.38 | $-0.48 | $-0.86 | $0.07 | $0.61 | $-2.74 | $-0.16 | · |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.1% | 16.7% | 8.2% | 5.7% | 5.1% | · | · | · | · | |
| Revenue CAGR 3Y | 10.9% | 10.1% | 6.3% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.7% | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | · | · | -88.5% | · | · | · | · | |
| EPS CAGR 5Y | -18.4% | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | · | -80.6% | · | · | · | · | |
| Net Income CAGR 5Y | 1.2% | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.02B | $2.79B | $2.39B | $2.21B | $2.09B | $1.99B | $1.63B | $1.66B | · | |
| Net Income TTM | $72M | $-117M | $-84M | $-255M | $13M | $68M | $-604M | $-20M | · | |
| P/E | 57.3 | -20.8 | -12.6 | -2.3 | 68.4 | 7.5 | -1.8 | -84.6 | · | |
| Earnings Yield | 1.8% | -4.8% | -7.9% | -43.2% | 1.5% | 13.4% | -56.9% | -1.2% | · | |
| Payout Ratio | · | · | · | · | · | 0.00% | 0.00% | -926.8% | · | |
| Annual Payout | · | · | · | · | · | $0 | $0 | $183M | · |
Conto Economico
| Metrica | Tendenza | 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 | $796M | $723M | $814M | $785M | $725M | $695M | $731M | $702M | $702M | $659M | $617M | $620M | $599M | $558M | $610M | $546M | |
| Cost of Revenue | $462M | $402M | $517M | $511M | $438M | $440M | $468M | $433M | $452M | $421M | $427M | $388M | $379M | $379M | $394M | $351M | |
| Gross Profit | $335M | $320M | $297M | $274M | $286M | $256M | $263M | $270M | $250M | $238M | $190M | $233M | $220M | $178M | $215M | $194M | |
| R&D Expense | $39M | $38M | $35M | $63M | $48M | $40M | $54M | $61M | $36M | $39M | $46M | $41M | $38M | $39M | $42M | $50M | |
| SG&A Expense | $149M | $139M | $146M | $138M | $124M | $118M | $129M | $119M | $116M | $113M | $109M | $113M | $106M | $102M | $102M | $100M | |
| Operating Income | $130M | $142M | $112M | $70M | $111M | $100M | $76M | $89M | $95M | $-11M | $14M | $76M | $80M | $34M | $36M | $44M | |
| Other Non-op | $653.0K | $742.0K | $13M | $1M | $2M | $518.0K | $2M | $1M | $4M | $4M | $2M | $2M | $417.0K | $4M | $4M | $6M | |
| Pretax Income | $71M | $80M | $55M | $-5M | $52M | $37M | $-15M | $15M | $20M | $-76M | $-83M | $23M | $30M | $-9M | $-8M | $2M | |
| Income Tax | $1M | $2M | $6M | $-23M | $16M | $13M | $5M | $4M | $4M | $6M | $10M | $-2M | $-23.0K | $668.0K | $-2M | $5M | |
| Net Income | $58M | $62M | $35M | $2M | $22M | $12M | $-31M | $-156.0K | $6M | $-92M | $-99M | $10M | $12M | $-7M | $4M | $-8M | |
| EPS (Basic) | $0.18 | $0.20 | $0.11 | $0.01 | $0.07 | $0.04 | $-0.10 | $0.00 | $0.02 | $-0.30 | $-0.57 | $0.06 | $0.08 | $-0.05 | $-0.03 | $-0.02 | |
| EPS (Diluted) | $0.18 | $0.19 | $0.10 | $0.01 | $0.07 | $0.04 | $-0.10 | $0.00 | $0.02 | $-0.30 | $-0.57 | $0.06 | $0.08 | $-0.05 | $-0.03 | $-0.02 | |
| Shares (Basic) | 319,200,000 | 316,023,000 | · | 314,168,000 | 313,739,000 | 311,054,000 | · | 309,647,000 | 309,117,000 | 307,279,000 | · | 154,219,000 | 153,738,000 | 152,109,000 | · | 151,393,000 | |
| Shares (Diluted) | 328,102,000 | 328,933,000 | · | 324,754,000 | 322,363,000 | 323,961,000 | · | 309,647,000 | 318,957,000 | 307,279,000 | · | 159,691,000 | 154,887,000 | 152,109,000 | · | 151,393,000 | |
| EBITDA | $130M | $142M | · | $70M | $111M | $100M | · | $89M | $95M | $-11M | · | $76M | $80M | $34M | · | $44M |
Stato Patrimoniale
| Metrica | Tendenza | 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 | $128M | $198M | $282M | $201M | $72M | $59M | $111M | $74M | $44M | $47M | $92M | $87M | $109M | $145M | $26M | $87M | |
| Receivables | · | · | · | · | · | · | · | · | · | · | · | · | · | $546M | · | $629M | |
| Inventory | $678M | $642M | $606M | $614M | $609M | $601M | $612M | $596M | $576M | $571M | · | $576M | $551M | $529M | · | $544M | |
| Prepaid Expense | $112M | $103M | $98M | $102M | $85M | $89M | $81M | $82M | $82M | $87M | · | $91M | $82M | $81M | · | $150M | |
| Current Assets | $1.95B | $1.80B | $1.91B | $1.84B | $1.58B | $1.51B | $1.59B | $1.51B | $1.49B | $1.38B | · | $1.46B | $1.42B | $1.31B | · | $1.42B | |
| PP&E (Net) | $457M | $445M | $443M | $435M | $440M | $427M | $425M | $431M | $425M | $440M | · | $452M | $459M | $463M | · | $470M | |
| PP&E (Gross) | · | · | $1.05B | · | · | · | $988M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $606M | · | · | · | $564M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $593M | $594M | $595M | $596M | $597M | $597M | $597M | $598M | $599M | $599M | $599M | $599M | $599M | $599M | $599M | $600M | |
| Intangibles | $588M | $535M | $563M | $588M | $650M | $689M | $732M | $780M | $820M | $859M | · | $983M | $1.02B | $1.06B | · | $1.16B | |
| Other Non-current Assets | $81M | $55M | $58M | $39M | $45M | $45M | $60M | $36M | $77M | $74M | · | $89M | $93M | $86M | · | $108M | |
| Total Assets | $3.78B | $3.54B | $3.68B | $3.60B | $3.42B | $3.37B | $3.50B | $3.46B | $3.51B | $3.46B | · | $3.69B | $3.70B | $3.63B | · | $3.87B | |
| Accounts Payable | · | · | · | $266M | $206M | $193M | · | $235M | $200M | $175M | · | $177M | $140M | $137M | · | $531M | |
| Current Liabilities | $883M | $728M | $882M | $862M | $1.11B | $1.08B | $1.13B | $1.10B | $1.11B | $834M | · | $761M | $777M | $704M | · | $818M | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | · | · | · | · | · | · | $41M | · | $78M | |
| Long-term Debt | $2.57B | $2.57B | $2.57B | $2.57B | $2.18B | $2.19B | $2.39B | $2.39B | $2.40B | $2.41B | · | $2.57B | $2.58B | $2.59B | · | $2.64B | |
| Total Debt | $2.57B | $2.57B | · | $2.57B | $2.18B | $2.19B | · | $2.39B | $2.40B | $2.41B | · | $2.57B | $2.58B | $2.59B | · | $2.64B | |
| Paid-in Capital | $546M | $536M | $572M | $563M | $555M | $546M | $560M | $553M | $546M | $539M | · | $715M | $708M | $701M | · | $684M | |
| Retained Earnings | $-415M | $-473M | $-535M | $-570M | $-572M | $-595M | $-607M | $-576M | $-576M | $-582M | · | $-392M | $-401M | $-413M | · | $-402M | |
| AOCI | $-101M | $-112M | $-111M | $-106M | $-97M | $-86M | $-66M | $-74M | $-30M | $-24M | · | $4M | $8M | $4M | · | $13M | |
| Stockholders' Equity | $33M | $-45M | $-71M | $-109M | $-112M | $-132M | $-109M | $-93M | $-57M | $-64M | · | $331M | $318M | $294M | · | $297M | |
| Liabilities + Equity | $3.78B | $3.54B | $3.68B | $3.60B | $3.42B | $3.37B | $3.50B | $3.46B | $3.51B | $3.46B | · | $3.69B | $3.70B | $3.63B | · | $3.87B |
Flusso di cassa
| Metrica | Tendenza | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $10M | $9M | $8M | $8M | $8M | $7M | $7M | $7M | $7M | $7M | $6M | $7M | $7M | $8M | $8M | $8M | |
| Amort. of Intangibles | $35M | $30M | $36M | $40M | $46M | $45M | $50M | $43M | $40M | $40M | $41M | $41M | $41M | $41M | $45M | $44M | |
| Restructuring | $554.0K | $650.0K | $2M | $143.0K | $1M | $571.0K | $493.0K | $172.0K | $220.0K | $1M | $114.0K | $1M | $82.0K | $510.0K | $109.0K | $581.0K | |
| Operating Cash Flow | $-21M | $-27M | $130M | $118M | $84M | $7M | $118M | $142M | $40M | $-4M | $136M | $81M | $-11M | $140M | $-23M | $94M | |
| CapEx | $31M | $8M | $22M | $12M | $23M | $13M | $15M | $17M | $11M | $9M | $10M | $12M | $12M | $10M | $11M | $19M | |
| Investing Cash Flow | $-123M | $-22M | $-45M | $-22M | $-27M | $-18M | $-16M | $-21M | $-6M | $-20M | $-32M | $-13M | $-12M | $-12M | $-11M | $-49M | |
| Financing Cash Flow | $79M | $-59M | $-10M | $59M | $-42M | $-39M | $-61M | $-92M | $-35M | $-23M | $-101M | $-87M | $-12M | $-13M | $-22M | $-46M | |
| Net Change in Cash | $-65M | $-109M | $75M | $155M | $15M | $-50M | $40M | $29M | $-2M | $-47M | $4M | $-19M | $-36M | $116M | $-61M | $-2M | |
| Taxes Paid | $-2M | $2M | $4M | $5M | $9M | $-4M | $6M | $-1M | $15M | $5M | $2M | $-3M | $496.0K | $3M | $23M | $-3M | |
| Free Cash Flow | · | $-35M | · | · | · | $-6M | · | · | · | $-14M | · | · | · | $130M | · | · |
Redditività
| Metrica | Tendenza | 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 | 42.0% | 44.3% | · | 34.9% | 39.5% | 36.8% | · | 38.4% | 35.6% | 36.1% | · | 37.5% | 36.7% | 32.0% | · | 35.6% | |
| Operating Margin | 16.3% | 19.6% | · | 9.0% | 15.4% | 14.4% | · | 12.6% | 13.6% | -1.6% | · | 12.2% | 13.4% | 6.2% | · | 8.1% | |
| Net Margin | 7.2% | 8.6% | · | 0.30% | 3.1% | 1.8% | · | -0.02% | 0.85% | -13.9% | · | 2.5% | 3.7% | -2.8% | · | -1.4% | |
| Pretax Margin | 8.9% | 11.1% | · | -0.67% | 7.1% | 5.4% | · | 2.2% | 2.9% | -11.5% | · | 3.7% | 5.0% | -1.7% | · | 0.40% | |
| EBITDA Margin | 16.3% | 19.6% | · | 9.0% | 15.4% | 14.4% | · | 12.6% | 13.6% | -1.6% | · | 12.2% | 13.4% | 6.2% | · | 8.1% | |
| ROA | 1.6% | 1.8% | · | 0.07% | 0.65% | 0.36% | · | 0.00% | 0.17% | -2.6% | · | 0.41% | 0.57% | -0.42% | · | -0.19% | |
| ROE | -145.8% | -70.3% | · | -2.3% | -26.4% | -12.5% | · | -0.13% | 4.6% | -79.5% | · | 5.0% | 7.4% | -4.6% | · | -2.4% | |
| ROIC | 4.9% | 5.5% | · | -9.9% | 3.7% | 3.2% | · | 2.9% | 3.4% | -0.50% | · | 2.8% | 2.8% | 1.3% | · | -1.7% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | 2.2 | 2.5 | · | 2.1 | 1.4 | 1.4 | · | 1.4 | 1.3 | 1.7 | · | 1.9 | 1.8 | 1.9 | · | 1.7 | |
| Quick Ratio | 0.1 | 0.3 | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 | 0.1 | 1.0 | · | 0.9 | |
| Debt / Equity | 77.8 | -56.6 | · | -23.5 | -19.4 | -16.6 | · | -25.6 | -41.8 | -37.8 | · | 7.8 | 8.1 | 8.8 | · | 8.9 | |
| LT Debt / Equity | 77.7 | -56.5 | · | -23.4 | -19.1 | -16.4 | · | -23.2 | -37.9 | -37.3 | · | 7.7 | 8.0 | 8.7 | · | 8.8 |
Efficienza
| Metrica | Tendenza | 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 | 0.2 | · | 0.2 | 0.2 | 0.1 | · | 0.1 | |
| Inventory Turnover | 0.7 | 0.6 | · | 0.8 | 0.7 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | · | · | · | · | · | 1.0 | · | 0.9 |
Per Azione
| Metrica | Tendenza | 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 / Share | $2.43 | $2.20 | · | $2.42 | $2.25 | $2.15 | · | $2.27 | $2.20 | $2.15 | · | $3.88 | $3.87 | $3.67 | · | $3.60 | |
| Cash Flow / Share | · | $-0.08 | · | · | · | $0.02 | · | · | · | $-0.01 | · | · | · | $0.92 | · | · | |
| EPS (TTM) | $0.48 | $0.37 | · | $0.02 | $0.01 | $-0.04 | · | $-0.85 | $-0.79 | $-0.73 | · | $0.06 | $-0.02 | $-0.90 | · | $-0.87 |
Valutazione (TTM)
| Metrica | Tendenza | 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 | $3.12B | $3.05B | · | $2.93B | $2.85B | $2.83B | · | $2.68B | $2.60B | $2.50B | · | $2.39B | $2.31B | $2.27B | · | $2.14B | |
| Net Income TTM | $157M | $122M | · | $6M | $3M | $-13M | · | $-184M | $-175M | $-169M | · | $18M | $1M | $-253M | · | $-280M | |
| P/E | 36.1 | 33.6 | · | 500.5 | 809.0 | -209.5 | · | -9.8 | -8.0 | -8.3 | · | 70.3 | -155.0 | -1.5 | · | -2.3 | |
| Earnings Yield | 2.8% | 3.0% | · | 0.20% | 0.12% | -0.48% | · | -10.2% | -12.4% | -12.0% | · | 1.4% | -0.65% | -64.8% | · | -43.1% | |
| Annual Payout | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 |
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 | $3.02B | $2.79B | $2.39B | $2.21B | $2.09B |
| Margine Lordo % | 36.9% | 36.5% | 34.3% | 35.5% | 36.7% |
| Margine Operativo % | 13.1% | 8.9% | 8.5% | -4.3% | 7.3% |
| Utile netto | $72M | $-117M | $-84M | $-255M | $13M |
| EPS Diluito | $0.22 | $-0.38 | $-0.48 | $-0.86 | $0.07 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | -36.3 | -21.8 | 122.3 | 8.8 | 7.5 |
| Rapporto corrente | 2.2 | 1.4 | 1.6 | 1.9 | 2.2 |
| Quick Ratio | 0.3 | 0.1 | 0.1 | 1.0 | 1.3 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $270M | $243M | $302M | $19M | $194M |
Proprietari istituzionali (13F) 339 filer · $3.0B 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 |
|---|---|---|---|---|
| 50 (-33 vs trimestre precedente) | 49 (+15 vs trimestre precedente) | 132 (+21 vs trimestre precedente) | 85 (+8 vs trimestre precedente) | +7.2M |
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. | $459.789.829 | 26.562.093 | 15,20% | Azioni |
| VANGUARD GROUP INC | $225.638.469 | 17.907.815 | 7,46% | Azioni |
| TPG GP A, LLC | $213.410.957 | 12.328.767 | 7,06% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $210.104.054 | 12.137.727 | 6,95% | Azioni |
| Rubric Capital Management LP | $176.019.505 | 10.168.660 | 5,82% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $133.462.281 | 7.710.126 | 4,41% | Azioni |
| STATE STREET CORP | $127.349.272 | 7.356.977 | 4,21% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $100.298.335 | 5.794.263 | 3,32% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $88.977.436 | 5.139.449 | 2,94% | Azioni |
| MORGAN STANLEY | $71.144.597 | 4.110.028 | 2,35% | Azioni |
| NEUBERGER BERMAN GROUP LLC | $67.280.885 | 3.887.179 | 2,22% | Azioni |
| Invesco Ltd. | $60.619.620 | 3.502.000 | 2,00% | Azioni |
| Nuveen, LLC | $57.553.586 | 3.324.875 | 1,90% | Azioni |
| Allspring Global Investments Holdings, LLC | $55.925.195 | 3.295.533 | 1,85% | Azioni |
| GOLDMAN SACHS GROUP INC | $52.171.665 | 3.013.961 | 1,73% | Azioni |
| Assenagon Asset Management S.A. | $40.819.369 | 2.026.781 | 1,35% | Azioni |
| Nantahala Capital Management, LLC | $39.272.080 | 2.268.751 | 1,30% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.172.360 | 2.147.450 | 1,23% | Azioni |
| NORTHERN TRUST CORP | $33.146.832 | 1.914.895 | 1,10% | Azioni |
| CONGRESS ASSET MANAGEMENT CO | $30.700.510 | 1.524.355 | 1,02% | Azioni |
| AMERIPRISE FINANCIAL INC | $27.386.895 | 1.581.869 | 0,91% | Azioni |
| Westshore Wealth, LLC | $23.650.203 | 1.366.274 | 0,78% | Azioni |
| BlackBarn Capital Partners LP | $22.503.000 | 1.300.000 | 0,74% | Azioni |
| Penn Capital Management Company, LLC | $20.483.557 | 1.181.176 | 0,68% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $20.240.271 | 1.169.282 | 0,67% | Azioni |
| CITADEL ADVISORS LLC | $19.364.957 | 1.118.715 | 0,64% | Azioni |
| Bank of New York Mellon Corp | $17.572.798 | 1.015.182 | 0,58% | Azioni |
| TUCKER ASSET MANAGEMENT LLC | $17.501.518 | 1.011.064 | 0,58% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $17.168.352 | 991.817 | 0,57% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $16.365.653 | 945.445 | 0,54% | Azioni |
| FMR LLC | $14.282.821 | 825.120 | 0,47% | Azioni |
| Phocas Financial Corp. | $14.185.130 | 819.476 | 0,47% | Azioni |
| JPMORGAN CHASE & CO | $13.850.466 | 795.000 | 0,46% | Azioni |
| BANK OF AMERICA CORP /DE/ | $13.770.746 | 795.537 | 0,46% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $13.761.935 | 795.028 | 0,46% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $13.454.510 | 777.268 | 0,44% | Azioni |
| D. E. Shaw & Co., Inc. | $13.398.892 | 774.055 | 0,44% | Azioni |
| SEI INVESTMENTS CO | $11.959.472 | 690.897 | 0,40% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $11.509.246 | 664.890 | 0,38% | Azioni |
| Hillsdale Investment Management Inc. | $11.237.289 | 649.179 | 0,37% | Azioni |
| FIRST TRUST ADVISORS LP | $10.631.905 | 614.206 | 0,35% | Azioni |
| Pictet Asset Management Holding SA | $10.568.740 | 611.230 | 0,35% | Azioni |
| Public Sector Pension Investment Board | $10.244.664 | 591.835 | 0,34% | Azioni |
| Parkman Healthcare Partners LLC | $9.367.999 | 541.190 | 0,31% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $9.033.881 | 521.888 | 0,30% | Azioni |
| Voleon Capital Management LP | $8.413.560 | 486.052 | 0,28% | Azioni |
| PFM Health Sciences, LP | $8.321.177 | 480.715 | 0,28% | Azioni |
| Quartz Partners, LLC | $7.894.935 | 456.091 | 0,26% | Azioni |
| UBS Group AG | $7.692.564 | 444.400 | 0,25% | Azioni |
| PANAGORA ASSET MANAGEMENT INC | $7.679.530 | 443.647 | 0,25% | Azioni |
Attivisti e proprietari del 5%+ 13 partecipazioni
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 |
|---|---|---|---|---|---|
| Tushar Patel ×2 depositi | 12 Agosto 2026 | 17,60% | Modifica | · | SEC |
| Chirag Patel ×2 depositi | 12 Agosto 2026 | 8,40% | Modifica | · | SEC |
| Chintu Patel ×2 depositi | 12 Agosto 2026 | 9,40% | Modifica | · | SEC |
| Patel Dipan ×3 depositi | 26 Marzo 2026 | 5,40% | Modifica | · | SEC |
| Chirag Patel ×6 depositi | 31 Ottobre 2024 | · | Deposito iniziale | · | SEC |
| Tushar Patel ×5 depositi | 13 Maggio 2024 | · | Deposito iniziale | · | SEC |
| Gautam Patel ×6 depositi | 03 Gennaio 2024 | · | Deposito iniziale | · | SEC |
| Dipan Patel ×3 depositi | 08 Novembre 2023 | · | Deposito iniziale | · | SEC |
| Chintu Patel ×4 depositi | 08 Novembre 2023 | · | Deposito iniziale | · | SEC |
| TPG GP A, LLC, David Bonderman, James G. Coulter, Jon Winkelried ×2 depositi | 14 Dicembre 2022 | · | Deposito iniziale | · | SEC |
| TPG Group Holdings (SBS) Advisors, Inc., David Bonderman, James G. Coulter ×2 depositi | 19 Luglio 2019 | · | Deposito iniziale | · | SEC |
| APHC Holdings, LLC | 09 Luglio 2018 | · | Deposito iniziale | · | SEC |
| APHC Holdings, LLC (2) | 14 Maggio 2018 | · | Deposito iniziale | · | 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 34 insider · 15 dirigenti · 18 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Patel Chirag K. | President & Co-CEO | 10 Agosto 2026 A | 6.381.734 | 0 | 0 | $0 |
| Patel Chintu | Co-CEO | 10 Agosto 2026 A | 6.381.734 | 0 | 0 | $0 |
| Robert A Stewart | President and CEO | 07 Maggio 2019 M | 78.668 | 0 | 0 | $0 |
| Tasos Konidaris | Executive Vice President & CFO | 04 Marzo 2026 M | 449.434 | 0 | 0 | $0 |
| Bryan M. Reasons | CFO | 21 Agosto 2018 S | 82.986 | 0 | 0 | $0 |
| Andrew S Boyer | Executive Vice President | 01 Settembre 2026 G | 193.646 | 0 | 0 | $0 |
| Jason B. Daly | EVP, Chief Legal Officer | 12 Agosto 2026 S | 35.171 | 0 | 2 | $-3.771.050 |
| Nikita Shah | Executive Vice President | 12 Agosto 2026 S | 253.390 | 0 | 2 | $-4.135.241 |
| Gustavo Pesquin | Title: Executive Vice President, Chief Commercial Officer - Specialty | 06 Settembre 2022 A | · | 0 | 0 | $0 |
| Joseph Todisco | Executive Vice President | 07 Maggio 2022 M | 327.194 | 0 | 0 | $0 |
| Stephen Manzano | SVP, General Counsel | 01 Marzo 2021 A | 10.694 | 0 | 0 | $0 |
| David A Buchen | SVP, Chief Legal Officer | 03 Gennaio 2020 M | 20.426 | 0 | 0 | $0 |
| Pradeep Bhadauria | SVP, Chief Scientific Officer | 13 Novembre 2019 A | 37.500 | 0 | 0 | $0 |
| Paul Bisaro | Executive Chairman | 07 Maggio 2019 M | 29.454 | 0 | 0 | $0 |
| Sheldon Hirt | SVP, GC & Corp. Sec. | 05 Luglio 2018 J | 34.993 | 0 | 0 | $0 |
| Kevin J Buchi | Direttore | 17 Settembre 2026 G | 75.077 | 0 | 0 | $0 |
| John Kiely | Direttore | 13 Agosto 2026 G | 200.252 | 0 | 1 | $-882.000 |
| Gautam Patel | Direttore | 10 Agosto 2026 A | 283.632 | 0 | 0 | $0 |
| Deborah M. Autor | Direttore | 11 Maggio 2026 S | 93.660 | 0 | 1 | $-450.558 |
| Jeffrey P. George | Direttore | 06 Maggio 2026 A | 344.614 | 0 | 0 | $0 |
| Shlomo Yanai | Direttore | 06 Maggio 2026 A | 320.804 | 0 | 0 | $0 |
| Ted C Nark | Direttore | 06 Maggio 2026 A | 325.848 | 0 | 1 | $-586.000 |
| Paul M Meister | Direttore | 06 Maggio 2026 A | 832.800 | 0 | 0 | $0 |
| Emily Peterson Alva | Direttore | 06 Maggio 2025 A | 211.029 | 0 | 0 | $0 |
| Peter R Terreri | Direttore | 04 Maggio 2020 M | 82.758 | 0 | 0 | $0 |
| Dharmendra Rama | Direttore | 08 Maggio 2019 M | 6.107 | 0 | 0 | $0 |
| Jean Selden Greene | Direttore | 08 Maggio 2019 M | 6.107 | 0 | 0 | $0 |
| Janet S. Vergis | Direttore | 08 Maggio 2019 M | 18.257 | 0 | 0 | $0 |
| Robert L Burr | Direttore | 08 Maggio 2019 M | 96.582 | 0 | 0 | $0 |
| Fosun International Limited | Proprietario del 10% | 06 Agosto 2019 P | 327.000 | 0 | 0 | $0 |
| APHC Holdings, LLC | Proprietario del 10% | 05 Luglio 2018 J | 0 | 0 | 0 | $0 |
| Patel Tushar Bhikhubhai | · | 10 Agosto 2026 A | 61.341.678 | 0 | 0 | $0 |
| Patel Dipan | · | 07 Novembre 2023 J | 26.905.073 | 0 | 0 | $0 |
| Todd P. Branning | · | 27 Febbraio 2020 A | 12.785 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 65 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 |
|---|---|---|---|---|
| PJP · Invesco Exchange-Traded Fund Trust | 3,74% | 980.084 SH | 28 Ottobre 2026 | Giornaliero |
| PSCH · Invesco Exchange-Traded Fund Trust … | 2,04% | 167.901 SH | 28 Ottobre 2026 | Giornaliero |
| DWAS · Invesco Exchange-Traded Fund Trust … | 1,72% | 317.014 SH | 28 Ottobre 2026 | Giornaliero |
| XSMO · Invesco Exchange-Traded Fund Trust | 1,63% | 2.140.875 SH | 28 Ottobre 2026 | Giornaliero |
| SRHQ · Elevation Series Trust | 1,62% | 187.941 NS | 31 Luglio 2026 | N-PORT |
| PTH · Invesco Exchange-Traded Fund Trust | 1,37% | 189.775 SH | 28 Ottobre 2026 | Giornaliero |
| PILL · Direxion Shares ETF Trust | 1,36% | 15.331 NS | 31 Luglio 2026 | N-PORT |
| CSMD · Professionally Managed Portfolios | 1,25% | 310.580 NS | 31 Luglio 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,84% | 265.125 NS | 31 Luglio 2026 | N-PORT |
| IHE · iShares Trust | 0,66% | 637.646 SH | 11 Settembre 2026 | Giornaliero |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0,49% | 26.704 SH | 28 Ottobre 2026 | Giornaliero |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,40% | 297.521 NS | 31 Luglio 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,32% | 10.884 NS | 31 Luglio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,25% | 79.605 NS | 31 Luglio 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,25% | 232.265 SH | 28 Ottobre 2026 | Giornaliero |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,24% | 26.691 SH | 28 Ottobre 2026 | Giornaliero |
| GSSC · Goldman Sachs ETF Trust | 0,23% | 143.439 NS | 31 Agosto 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,20% | 82.389 SH | 19 Agosto 2026 | Giornaliero |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,20% | 123.033 SH | 19 Agosto 2026 | Giornaliero |
| EBIT · Harbor ETF Trust | 0,19% | 1.227 NS | 31 Luglio 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,16% | 602.393 SH | 19 Agosto 2026 | Giornaliero |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,14% | 111.748 SH | 19 Agosto 2026 | Giornaliero |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,13% | 146.220 SH | 19 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,13% | 1.070.643 NS | 31 Luglio 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,12% | 144.412 SH | 28 Ottobre 2026 | Giornaliero |
| RSSL · Global X Funds | 0,10% | 81.768 NS | 31 Luglio 2026 | N-PORT |
| IWM · iShares Trust | 0,09% | 4.384.805 SH | 11 Settembre 2026 | Giornaliero |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 35.479 NS | 31 Luglio 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 982.762 SH | 19 Agosto 2026 | Giornaliero |
| BKSE · BNY Mellon ETF Trust | 0,09% | 4.077 NS | 31 Luglio 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,06% | 330.600 NS | 31 Agosto 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 817.987 NS | 31 Agosto 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,06% | 2.555.017 SH | 19 Agosto 2026 | Giornaliero |
| IWO · iShares Trust | 0,05% | 396.443 SH | 11 Settembre 2026 | Giornaliero |
| FHLC · FIDELITY COVINGTON TRUST | 0,04% | 75.885 NS | 31 Luglio 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,04% | 4.021.997 SH | 19 Agosto 2026 | Giornaliero |
| VFMO · VANGUARD WELLINGTON FUND | 0,04% | 41.218 SH | 19 Agosto 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,04% | 46.283 SH | 19 Agosto 2026 | Giornaliero |
| VHT · VANGUARD WORLD FUND | 0,04% | 478.604 SH | 19 Agosto 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1.973.351 SH | 19 Agosto 2026 | Giornaliero |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 2.746 SH | 28 Ottobre 2026 | Giornaliero |
| WSML · iShares Trust | 0,02% | 8.561 SH | 11 Settembre 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,02% | 453.710 NS | 31 Luglio 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,02% | 94.643 NS | 31 Agosto 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 19.935 NS | 31 Luglio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 62.487 NS | 31 Luglio 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 2.723 NS | 31 Luglio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 9.954 NS | 31 Luglio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 54.663 NS | 31 Luglio 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 248.783 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,00% | 49.141 SH | 11 Settembre 2026 | Giornaliero |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 105.803 NS | 31 Agosto 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0,00% | 3.522 NS | 31 Agosto 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 6.239 NS | 31 Luglio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 5.557.806 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 14.255 SH | 19 Agosto 2026 | Giornaliero |
| IJR · iShares Trust | · | 10.517.166 SH | 10 Settembre 2026 | Giornaliero |
| IJT · iShares Trust | · | 979.740 SH | 09 Settembre 2026 | Giornaliero |
| IJS · iShares Trust | · | 613.466 SH | 08 Settembre 2026 | Giornaliero |
| IWN · iShares Trust | · | 1.208.932 SH | 11 Settembre 2026 | Giornaliero |
| XJR · iShares Trust | · | 23.753 SH | 31 Agosto 2026 | Giornaliero |
| ISCB · iShares Trust | · | 5.839 SH | 11 Settembre 2026 | Giornaliero |
| ISCV · iShares Trust | · | 29.152 SH | 11 Settembre 2026 | Giornaliero |
| SMLF · iShares Trust | · | 359.220 SH | 11 Settembre 2026 | Giornaliero |
| SMMV · iShares Trust | · | 11.552 SH | 19 Agosto 2026 | Giornaliero |
AMRX Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
7 analisti · 2026-10-24Target medio $23.00 +8,1%
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 |
|---|---|---|---|---|---|---|
| AMRX | · | 57.3 | 8.1% | 2.4% | -80.0% | 36.9% |
| ELVN | $915M | -8.4 | · | · | -21.9% | · |
| MBX | $1.42B | -13.3 | · | · | -29.6% | · |
| SUPN | $2.86B | -73.1 | 8.6% | -5.4% | -3.6% | · |
| PBH | $3.33B | 15.2 | -4.3% | 17.5% | 10.2% | 54.7% |
| HRMY | $2.16B | 13.8 | 21.5% | 18.3% | 19.3% | 77.2% |
| SEPN | $1.25B | -25.3 | 4174.5% | -106.4% | -12.9% | · |
| TRLV | · | · | -0.45% | -10.3% | -10.4% | 60.2% |
| BRVE | · | · | · | · | · | · |
| LLY | · | 46.8 | 44.7% | 31.7% | 101.2% | · |
Ultime notizie Notizie recenti che menzionano questa società
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