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

03

Prezzo $45.70

P/E (TTM) 17.5

EPS (TTM) $2.61

Ricavi (TTM) $1.90B

ROE (TTM) 55.8%

D/E Debito/Patrimonio (MRQ) 2.2

Intervallo 52 sett. $43–$67

ATMU 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$1.76B

2021-12-31 → 2025-12-31

EPS$2.50

2021-12-31 → 2025-12-31

Flusso di cassa libero$149M

2023-12-31 → 2025-12-31

Margine netto11.3%

2023-12-31 → 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	Tendenza 5 anni	ATMU	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)		17.5media 5 anni ≈16.6	≈16.6	19.5	Valore equo

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	ATMU	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	28.8%media 5 anni ≈27.5%	≈27.5%	24.6%	Di prim'ordine
Margine Operativo (TTM)	17.2%media 5 anni ≈16.1%	≈16.1%	18.0%	In linea
Margine EBITDA (TTM)	19.2%media 5 anni ≈17.6%	≈17.6%	18.7%	In linea
Margine ante imposte (TTM)	14.6%media 5 anni ≈14.4%	≈14.4%	16.0%	In linea
Margine di Profitto Netto (TTM)	11.3%media 5 anni ≈11.1%	≈11.1%	12.3%	In linea
ROA (TTM)	13.4%media 5 anni ≈16.7%	≈16.7%	8.1%	Di prim'ordine
ROE (TTM)	55.8%media 5 anni ≈146.7%	≈146.7%	21.2%	Di prim'ordine
ROIC	24.6%media 5 anni ≈25.9%	≈25.9%	16.6%	Di prim'ordine

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	ATMU	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	2.2media 5 anni ≈3.8	≈3.8	0.6	Debito elevato
Rapporto corrente (MRQ)	2.7media 5 anni ≈2.2	≈2.2	1.8	Liquidità elevata
Quick Ratio	1.5media 5 anni ≈1.2	≈1.2	0.8	Liquidità elevata
Debito a lungo termine / Patrimonio netto (MRQ)	2.2media 5 anni ≈3.8	≈3.8	0.5	Debito elevato

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

Metrica	ATMU	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	5.7%media 5 anni ≈4.2%	≈4.2%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	4.1%	·	·	·
EPS YoY	12.6%media 5 anni ≈7.0%	≈7.0%	·	·
Net Income YoY (Utile Netto YoY)	11.8%media 5 anni ≈6.9%	≈6.9%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	6.8%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	6.8%	·	·	·

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

Metrica	ATMU	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$2.50media 5 anni ≈$2.26	≈$2.26	·	·
Revenue / Share (Ricavi / Azione)	$21.31media 5 anni ≈$20.27	≈$20.27	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$2.45media 5 anni ≈$1.99	≈$1.99	·	·

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

Metrica	ATMU	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	1.4media 5 anni ≈1.5	≈1.5	0.8	Di prim'ordine
Inventory Turnover (Rotazione delle scorte)	4.6media 5 anni ≈4.7	≈4.7	3.8	Di prim'ordine
Receivables Turnover (Rotazione dei crediti)	6.1media 5 anni ≈7.3	≈7.3	8.3	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$392.1K	·	·	·

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

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

13

Pagamento annualizzato≈$0.24Pagato trimestralmente

Data ex-dividendo	Importo	Valuta	Rendimento
Ago 27, 2026	$0,06	USD	≈0.46%
Mag 26, 2026	$0,06	USD	≈0.44%
Feb 20, 2026	$0,06	USD	≈0.33%
Nov 25, 2025	$0,06	USD	≈0.44%
Ago 26, 2025	$0,06	USD	≈0.47%
Giu 3, 2025	$0,05	USD	≈0.55%
Mar 4, 2025	$0,05	USD	≈0.41%
Ott 31, 2024	$0,05	USD	≈0.26%
Ago 1, 2024	$0,05	USD	≈0.17%

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

14

Sorpresa media 8.5%

Prossimo report Nov 05, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Ago 6, 2026	$0.82	$0.79	3.2%
31 Marzo 2026		$0.69	$0.68	1.6%
31 Dicembre 2025		$0.66	$0.57	15.1%
30 Settembre 2025		$0.69	$0.61	12.8%
30 Giugno 2025		$0.75	$0.67	12.3%
31 Marzo 2025		$0.63	$0.59	6.0%

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

15

Conto Economico 16

Metrica	2025	2024	2023	2022
Revenue	$1.76B	$1.67B	$1.63B	$1.56B
Cost of Revenue	$1.27B	$1.21B	$1.20B	$1.20B
Gross Profit	$498M	$462M	$433M	$359M
R&D Expense	$41M	$41M	$42M	$39M
SG&A Expense	$184M	$188M	$175M	$140M
Operating Income	$299M	$266M	$248M	$204M
Interest Expense	·	·	$26M	$700.0K
Other Non-op	$600.0K	$9M	$4M	$9M
Pretax Income	$266M	$235M	$226M	$212M
Income Tax	$59M	$49M	$55M	$42M
Net Income	$207M	$186M	$171M	$170M
EPS (Basic)	$2.52	$2.23	$2.06	$2.05
EPS (Diluted)	$2.50	$2.22	$2.05	$2.05
Shares (Basic)	82,200,000	83,200,000	83,300,000	83,300,000
Shares (Diluted)	82,800,000	83,600,000	83,400,000	83,300,000
EBITDA	$329M	$291M	$270M	·

Stato Patrimoniale 26

Metrica	2025	2024	2023	2022
Cash & Equivalents	$236M	$184M	$168M	$0
Receivables	$275M	$254M	$247M	$174M
Inventory	$282M	$267M	$250M	$245M
Prepaid Expense	$54M	$50M	$28M	$19M
Current Assets	$892M	$755M	$693M	$500M
PP&E (Net)	·	·	·	$148M
Goodwill	$85M	$85M	$85M	$85M
Intangibles	$0	·	·	·
Other Non-current Assets	$87M	$80M	$52M	$57M
Total Assets	$1.35B	$1.19B	$1.09B	$867M
Accounts Payable	$202M	$193M	$237M	$146M
Current Liabilities	$368M	$345M	$375M	$331M
Capital Leases	$24M	$27M	$18M	$23M
Deferred Tax	$13M	$1M	$1M	$7M
Other Non-current Liabilities	$56M	$41M	$32M	$71M
Total Liabilities	$972M	$963M	$1.01B	$412M
Long-term Debt	$570M	$592M	$600M	$0
Total Debt	$570M	$592M	$600M	·
Common Stock	$0	$0	$0	$0
Paid-in Capital	$73M	$62M	$50M	$0
Retained Earnings	$455M	$264M	$87M	$0
Treasury Stock	$81M	$20M	$0	·
AOCI	$-68M	$-79M	$-56M	$-56M
Stockholders' Equity	$378M	$227M	$81M	$456M
Liabilities + Equity	$1.35B	$1.19B	$1.09B	$867M
Shares Outstanding	·	·	83,297,796	·

Flusso di cassa 16

Metrica	2025	2024	2023	2022
D&A	$30M	$25M	$22M	$22M
Stock-based Comp	$12M	$12M	$7M	$0
Deferred Tax	$19M	$-8M	$-10M	$-13M
Other Non-cash	$-66M	$-109M	$6M	·
Operating Cash Flow	$203M	$105M	$189M	$166M
CapEx	$54M	$49M	$46M	$38M
Investing Cash Flow	$-54M	$-49M	$-46M	$-38M
Debt Issued	$0	$0	$650M	$0
Net Debt Issued	$-22M	$-8M	$600M	·
Stock Repurchased	$61M	$20M	$0	$0
Net Stock Activity	$-61M	$-20M	·	·
Financing Cash Flow	$-102M	$-36M	$25M	$-128M
Net Change in Cash	$52M	$16M	$168M	$0
Taxes Paid	$43M	$67M	$41M	·
Free Cash Flow	$149M	$57M	$143M	·
Levered FCF	·	·	$124M	·

Redditività 8

Metrica	2025	2024	2023	2022
Gross Margin	28.2%	27.7%	26.6%	·
Operating Margin	17.0%	15.9%	15.3%	·
Net Margin	11.8%	11.1%	10.5%	·
Pretax Margin	15.1%	14.1%	13.9%	·
EBITDA Margin	18.6%	17.4%	16.6%	·
ROA	16.3%	16.3%	17.5%	·
ROE	59.7%	82.8%	297.7%	·
ROIC	24.6%	25.7%	27.6%	·

Liquidità e Solvibilità 5

Metrica	2025	2024	2023	2022
Current Ratio	2.4	2.2	1.8	·
Quick Ratio	1.5	1.3	0.9	·
Debt / Equity	1.5	2.6	7.4	·
LT Debt / Equity	1.4	2.5	7.3	·
Interest Coverage	·	·	9.6	·

Efficienza 3

Metrica	2025	2024	2023	2022
Asset Turnover	1.4	1.5	1.7	·
Inventory Turnover	4.6	4.7	4.8	·
Receivables Turnover	6.1	6.7	9.1	·

Per Azione 6

Metrica	2025	2024	2023	2022
Book Value / Share	·	·	$0.97	·
Revenue / Share	$21.31	$19.97	$19.52	·
Cash Flow / Share	$2.45	$1.26	$2.27	·
Cash / Share	·	·	$2.02	·
Dividend / Share	$0.21	$0.10	·	·
EPS (TTM)	$2.50	$2.22	$2.05	·

Tassi di Crescita 6

Metrica	2025	2024	2023	2022
Revenue YoY	5.7%	2.5%	4.2%	8.6%
Revenue CAGR 3Y	4.1%	5.1%	·	·
EPS YoY	12.6%	8.3%	0.00%	0.49%
EPS CAGR 3Y	6.8%	2.9%	·	·
Net Income YoY	11.8%	8.3%	0.53%	0.18%
Net Income CAGR 3Y	6.8%	2.9%	·	·

Valutazione (TTM) 13

Metrica	2025	2024	2023	2022
Revenue TTM	$1.76B	$1.67B	$1.63B	·
Net Income TTM	$207M	$186M	$171M	·
Market Cap	·	·	$1.96B	·
Enterprise Value	·	·	$2.39B	·
P/E	20.8	17.6	11.5	·
P/S	·	·	1.2	·
P/B	·	·	24.2	·
P / Cash Flow	·	·	10.4	·
P / FCF	·	·	13.7	·
EV / EBITDA	·	·	8.9	·
EV / FCF	·	·	16.7	·
EV / Revenue	·	·	1.5	·
Earnings Yield	4.8%	5.7%	8.7%	·

Conto Economico 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
Revenue	$528M	$478M	$447M	$448M	$454M	$416M	$407M	$404M	$433M	$427M	$400M	$396M	$414M	$419M	$385M	$401M
Cost of Revenue	$374M	$341M	$319M	$318M	$322M	$306M	$300M	$292M	$301M	$315M	$294M	$293M	$299M	$309M	$302M	$302M
Gross Profit	$154M	$137M	$127M	$129M	$131M	$110M	$107M	$111M	$132M	$112M	$106M	$103M	$114M	$110M	$83M	$100M
R&D Expense	$10M	$8M	$11M	$10M	$11M	$9M	$10M	$10M	$10M	$10M	$9M	$11M	$12M	$10M	$9M	$10M
SG&A Expense	$52M	$51M	$46M	$46M	$46M	$46M	$49M	$46M	$49M	$43M	$48M	$41M	$46M	$39M	$42M	$32M
Operating Income	$97M	$76M	$70M	$82M	$82M	$65M	$55M	$63M	$80M	$69M	$56M	$59M	$64M	$69M	$36M	$65M
Interest Expense	·	·	·	·	·	·	·	$10M	$10M	$10M	·	$11M	$4M	$0	·	$300.0K
Other Non-op	$-700.0K	$-1M	$-2M	$-2M	$4M	$300.0K	$6M	$900.0K	$3M	$200.0K	$2M	$1M	$1M	$-100.0K	$5M	$0
Pretax Income	$83M	$61M	$61M	$72M	$77M	$57M	$51M	$54M	$72M	$58M	$47M	$49M	$61M	$69M	$41M	$65M
Income Tax	$19M	$13M	$13M	$17M	$17M	$12M	$11M	$10M	$16M	$13M	$12M	$11M	$15M	$16M	$5M	$14M
Net Income	$64M	$48M	$48M	$55M	$60M	$45M	$40M	$44M	$56M	$46M	$35M	$38M	$46M	$53M	$36M	$50M
EPS (Basic)	$0.78	$0.59	$0.58	$0.67	$0.73	$0.54	$0.48	$0.53	$0.67	$0.55	$0.43	$0.45	$0.55	$0.63	$0.44	$0.61
EPS (Diluted)	$0.78	$0.59	$0.58	$0.66	$0.72	$0.54	$0.49	$0.52	$0.67	$0.54	$0.42	$0.45	$0.55	$0.63	$0.44	$0.61
Shares (Basic)	81,600,000	81,600,000	·	82,000,000	82,500,000	82,800,000	·	83,200,000	83,400,000	83,300,000	·	83,300,000	83,300,000	83,300,000	·	83,300,000
Shares (Diluted)	82,000,000	82,000,000	·	82,700,000	83,000,000	83,200,000	·	83,600,000	83,700,000	83,600,000	·	83,400,000	83,300,000	83,300,000	·	83,300,000
EBITDA	$109M	$88M	·	$82M	$82M	$72M	·	$63M	$80M	$74M	·	$59M	$64M	·	·	·

Stato Patrimoniale 26

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	$259M	$210M	$236M	$218M	$191M	$183M	$184M	$197M	$160M	$149M	·	$139M	$140M	·	·	·
Receivables	$317M	$304M	$320M	$324M	$332M	$282M	$254M	$258M	$276M	$262M	·	$177M	$192M	·	·	·
Inventory	$297M	$299M	$282M	$303M	$285M	$271M	$267M	$282M	$279M	$257M	·	$243M	$254M	·	·	·
Prepaid Expense	$41M	$47M	$54M	$39M	$48M	$47M	$50M	$42M	$40M	$31M	·	$34M	$30M	·	·	·
Current Assets	$965M	$911M	$892M	$884M	$856M	$783M	$755M	$779M	$755M	$699M	·	$654M	$679M	·	·	·
PP&E (Net)	·	·	·	·	·	·	·	·	·	·	·	$162M	$157M	·	·	·
Goodwill	$303M	$304M	$85M	$85M	$85M	$85M	$85M	$85M	$85M	$85M	·	$85M	$85M	·	·	·
Intangibles	$209M	$212M	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Other Non-current Assets	$109M	$110M	$87M	$84M	$81M	$81M	$80M	$79M	$65M	$56M	·	$47M	$45M	·	·	·
Total Assets	$1.89B	$1.84B	$1.35B	$1.34B	$1.31B	$1.23B	$1.19B	$1.22B	$1.18B	$1.10B	·	$1.03B	$1.04B	·	·	·
Accounts Payable	$221M	$234M	$202M	$235M	$241M	$218M	$193M	$229M	$240M	$236M	·	$153M	$155M	·	·	·
Current Liabilities	$364M	$361M	$368M	$412M	$399M	$352M	$345M	$368M	$365M	$349M	·	$354M	$344M	·	·	·
Capital Leases	$38M	$39M	$24M	$22M	$23M	$26M	$27M	$28M	$25M	$21M	·	$20M	$19M	·	·	·
Deferred Tax	$16M	$14M	$13M	$0	$1M	$900.0K	$1M	$2M	$2M	$1M	·	$5M	$5M	·	·	·
Other Non-current Liabilities	$74M	$74M	$56M	$35M	$36M	$41M	$41M	$43M	$41M	$34M	·	$34M	$34M	·	·	·
Total Liabilities	$1.44B	$1.44B	$972M	$1.00B	$998M	$963M	$963M	$997M	$999M	$982M	·	$992M	$1.04B	·	·	·
Long-term Debt	$1.00B	$1.00B	$570M	$578M	$585M	$589M	$592M	$596M	$600M	$600M	·	$600M	$650M	·	·	·
Total Debt	$998M	$998M	·	$578M	$585M	$589M	·	$596M	$600M	$600M	·	$600M	·	·	·	·
Common Stock	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	·	$0	$0	·	·	·
Paid-in Capital	$69M	$65M	$73M	$70M	$67M	$64M	$62M	$60M	$56M	$52M	·	$46M	$45M	·	·	·
Retained Earnings	$558M	$499M	$455M	$411M	$361M	$305M	$264M	$228M	$189M	$133M	·	$52M	$15M	·	·	·
Treasury Stock	$101M	$88M	$81M	$81M	$50M	$30M	$20M	$10M	·	·	·	·	·	·	·	·
AOCI	$-71M	$-72M	$-68M	$-64M	$-61M	$-74M	$-79M	$-57M	$-67M	$-63M	·	$-64M	$-58M	·	·	·
Stockholders' Equity	$455M	$404M	$378M	$337M	$316M	$265M	$227M	$221M	$178M	$122M	$81M	$34M	$2M	·	$456M	·
Liabilities + Equity	$1.89B	$1.84B	$1.35B	$1.34B	$1.31B	$1.23B	$1.19B	$1.22B	$1.18B	$1.10B	·	$1.03B	$1.04B	·	·	·
Shares Outstanding	·	·	·	·	·	·	·	·	83,359,426	83,355,930	·	·	·	·	·	·

Flusso di cassa 17

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	$12M	$12M	$8M	$8M	$7M	$7M	$7M	$6M	$6M	$5M	$5M	$5M	$6M	$5M	$6M	$5M
Stock-based Comp	$4M	$3M	$4M	$3M	$3M	$2M	$2M	$3M	$4M	$2M	·	·	·	·	·	·
Deferred Tax	$1M	$2M	$19M	$-300.0K	$100.0K	$-100.0K	$-1M	$-2M	$-4M	$100.0K	$-12M	$-2M	$200.0K	$4M	$-13M	$0
Amort. of Intangibles	$3M	$3M	·	·	$0	$0	·	·	·	·	·	·	·	·	·	·
Restructuring	·	·	·	·	$2M	$9M	·	·	·	·	·	·	·	·	·	·
Other Non-cash	·	$-27M	·	·	·	$-25M	·	·	·	$-59M	·	·	·	·	·	·
Operating Cash Flow	$78M	$38M	$48M	$82M	$44M	$29M	$20M	$71M	$23M	$-8M	$42M	$58M	$46M	$43M	$78M	$48M
CapEx	$13M	$13M	$16M	$13M	$12M	$12M	$10M	$16M	$12M	$11M	$16M	$10M	$13M	$6M	$15M	$6M
Investing Cash Flow	$-12M	$-468M	$-16M	$-13M	$-12M	$-12M	$-10M	$-16M	$-12M	$-11M	$-16M	$-10M	$-13M	$-6M	$-15M	$-6M
Debt Issued	$0	$996M	·	·	$0	$0	$0	$0	·	·	$0	$0	·	·	$0	$0
Net Debt Issued	·	$426M	·	·	·	$-4M	·	·	·	·	·	·	·	·	·	·
Stock Repurchased	$13M	$7M	$900.0K	$30M	$20M	$10M	$10M	$10M	$0	$0	$0	·	·	·	·	·
Net Stock Activity	·	$-7M	·	·	·	$-10M	·	·	·	·	·	·	·	·	·	·
Financing Cash Flow	$-18M	$403M	$-14M	$-42M	$-28M	$-18M	$-18M	$-18M	$0	$0	$4M	$-49M	$106M	$-36M	$-63M	$-42M
Net Change in Cash	$49M	$-27M	$18M	$28M	$8M	$-1M	$-12M	$36M	$11M	$-19M	$29M	$-800.0K	$140M	$0	$0	$0
Free Cash Flow	·	$26M	·	·	·	$16M	·	·	·	$-19M	·	·	·	·	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$-27M	·	·	·	·	·	·

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	29.1%	28.6%	·	28.9%	28.9%	26.5%	·	27.6%	30.5%	26.2%	·	26.0%	27.7%	·	·	·
Operating Margin	18.4%	16.0%	·	18.3%	18.0%	15.6%	·	15.7%	18.4%	16.1%	·	14.8%	15.5%	·	·	·
Net Margin	12.1%	10.1%	·	12.2%	13.2%	10.7%	·	10.8%	13.0%	10.7%	·	9.5%	11.2%	·	·	·
Pretax Margin	15.7%	12.8%	·	16.0%	16.9%	13.6%	·	13.3%	16.6%	13.7%	·	12.3%	14.8%	·	·	·
EBITDA Margin	20.6%	18.4%	·	18.3%	18.0%	17.3%	·	15.7%	18.4%	17.3%	·	14.8%	15.5%	·	·	·
ROA	4.0%	3.1%	·	4.3%	4.8%	3.8%	·	3.9%	5.1%	8.2%	·	7.3%	8.9%	·	·	·
ROE	16.6%	14.5%	·	19.7%	24.2%	23.1%	·	34.3%	62.6%	74.7%	·	218.6%	6160.0%	·	·	·
ROIC	5.2%	4.3%	·	6.9%	7.1%	6.0%	·	6.3%	8.0%	7.4%	·	7.1%	3231.0%	·	·	·

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	2.7	2.5	·	2.1	2.1	2.2	·	2.1	2.1	2.0	·	1.8	2.0	·	·	·
Quick Ratio	1.6	1.4	·	1.3	1.3	1.3	·	1.2	1.2	1.2	·	0.9	1.0	·	·	·
Debt / Equity	2.2	2.5	·	1.7	1.8	2.2	·	2.7	3.4	4.9	·	17.4	·	·	·	·
LT Debt / Equity	2.2	2.5	·	1.6	1.8	2.1	·	2.6	3.3	4.8	·	17.3	·	·	·	·
Interest Coverage	·	·	·	·	·	·	·	6.1	7.6	6.5	·	5.3	15.3	·	·	·

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	0.3	0.3	·	0.4	0.4	0.4	·	0.4	0.4	0.8	·	0.8	0.8	·	·	·
Inventory Turnover	1.3	1.2	·	1.1	1.1	1.2	·	1.1	1.1	2.5	·	2.4	2.4	·	·	·
Receivables Turnover	1.6	1.6	·	1.5	1.5	1.5	·	1.9	1.8	3.3	·	4.5	4.3	·	·	·

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	·	·	·	·	·	·	·	·	$2.14	$1.46	·	·	·	·	·	·
Revenue / Share	$6.44	$5.82	·	$5.41	$5.46	$5.01	·	$4.83	$5.17	$5.10	·	$4.75	$4.97	·	·	·
Cash Flow / Share	·	$0.46	·	·	·	$0.34	·	·	·	$-0.10	·	·	·	·	·	·
Cash / Share	·	·	·	·	·	·	·	·	$1.93	$1.79	·	·	·	·	·	·
Dividend / Share	$0.06	$0.06	$0.06	$0.06	$0.05	$0.05	$0.05	$0.05	·	·	·	·	·	·	·	·
EPS (TTM)	$2.61	$2.55	·	$2.41	$2.27	$2.22	·	$2.15	$2.08	$1.96	·	$2.07	$2.23	$2.27	·	·

Valutazione (TTM) 11

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	$1.90B	$1.83B	·	$1.72B	$1.68B	$1.66B	·	$1.66B	$1.66B	$1.64B	·	$1.61B	$1.62B	$1.60B	·	·
Net Income TTM	$215M	$211M	·	$200M	$188M	$185M	·	$180M	$174M	$164M	·	$172M	$185M	$188M	·	·
Market Cap	·	·	·	·	·	·	·	·	$2.40B	$2.69B	·	·	·	·	·	·
Enterprise Value	·	·	·	·	·	·	·	·	$2.84B	$3.14B	·	·	·	·	·	·
P/E	19.5	22.3	·	18.7	16.0	16.5	·	17.5	13.8	16.5	·	10.1	9.8	·	·	·
P/S	·	·	·	·	·	·	·	·	1.4	1.6	·	·	·	·	·	·
P/B	·	·	·	·	·	·	·	·	13.5	22.1	·	·	·	·	·	·
P / Tangible Book	·	·	·	·	·	·	·	·	25.7	72.5	·	·	·	·	·	·
P / Cash Flow	·	·	·	·	·	·	·	·	·	-327.8	·	·	·	·	·	·
EV / Revenue	·	·	·	·	·	·	·	·	1.7	1.9	·	·	·	·	·	·
Earnings Yield	5.1%	4.5%	·	5.3%	6.2%	6.0%	·	5.7%	7.2%	6.1%	·	9.9%	10.2%	·	·	·

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	2025-06-30	2025-03-31	2024-12-31	2023-12-31
Ricavi	$1.76B	·	·	$1.67B	$1.63B
Margine Lordo %	28.2%	·	·	27.7%	26.6%
Margine Operativo %	17.0%	·	·	15.9%	15.3%
Utile netto	$207M	·	·	$186M	$171M
EPS Diluito	$2.50	·	·	$2.22	$2.05

Metrica	2025-12-31	2025-06-30	2025-03-31	2024-12-31	2023-12-31
Debito / Patrimonio Netto	1.5	·	·	2.6	7.4
Rapporto corrente	2.4	·	·	2.2	1.8
Quick Ratio	1.5	·	·	1.3	0.9

Metrica	2025-12-31	2025-06-30	2025-03-31	2024-12-31	2023-12-31
Flusso di cassa libero	$149M	·	·	$57M	$143M

Proprietari istituzionali (13F) 350 filer · $4.6B 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 350

Valore detenuto $4.6B

Nuove posizioni 56

Posizioni chiuse 68

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
56 (-20 vs trimestre precedente)	68 (+43 vs trimestre precedente)	115 (-4 vs trimestre precedente)	107 (+4 vs trimestre precedente)	+5.9M

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.	$631.616.801	12.387.072	13,73%	Azioni
VANGUARD GROUP INC	$407.088.239	7.842.193	8,85%	Azioni
FMR LLC	$271.082.395	5.316.383	5,89%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$234.802.270	4.604.869	5,10%	Azioni
Invesco Ltd.	$227.290.474	4.457.550	4,94%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$184.060.949	3.609.746	4,00%	Azioni
STATE STREET CORP	$166.037.615	3.256.278	3,61%	Azioni
GOLDMAN SACHS GROUP INC	$148.063.297	2.903.771	3,22%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$146.271.286	2.868.271	3,18%	Azioni
NEUBERGER BERMAN GROUP LLC	$123.428.791	2.420.647	2,68%	Azioni
JANUS HENDERSON GROUP PLC	$88.103.810	1.551.117	1,91%	Azioni
Channing Capital Management, LLC	$88.006.496	1.725.956	1,91%	Azioni
MORGAN STANLEY	$82.510.457	1.618.166	1,79%	Azioni
FIRST TRUST ADVISORS LP	$80.912.667	1.586.834	1,76%	Azioni
DIMENSIONAL FUND ADVISORS LP	$74.493.033	1.460.934	1,62%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$73.719.455	1.445.763	1,60%	Azioni
EMINENCE CAPITAL, LP	$72.778.856	1.281.995	1,58%	Azioni
WESTWOOD HOLDINGS GROUP INC	$71.241.442	1.397.165	1,55%	Azioni
MANGROVE PARTNERS IM, LLC	$61.760.924	1.211.236	1,34%	Azioni
FRONTIER CAPITAL MANAGEMENT CO LLC	$59.042.838	1.157.930	1,28%	Azioni
Port Capital LLC	$52.738.600	1.034.293	1,15%	Azioni
ROYCE & ASSOCIATES LP	$50.747.645	995.247	1,10%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$48.800.897	957.068	1,06%	Azioni
Nuveen, LLC	$47.447.114	930.518	1,03%	Azioni
RAYMOND JAMES FINANCIAL INC	$46.684.864	915.569	1,01%	Azioni
NORTHERN TRUST CORP	$43.465.966	852.441	0,94%	Azioni
MARSHALL WACE, LLP	$41.110.739	806.251	0,89%	Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$39.152.213	767.841	0,85%	Azioni
Boston Trust Walden Corp	$36.190.867	709.764	0,79%	Azioni
SILVERCREST ASSET MANAGEMENT GROUP LLC	$35.828.728	702.658	0,78%	Azioni
Woodline Partners LP	$30.974.946	607.471	0,67%	Azioni
VANGUARD FIDUCIARY TRUST CO	$29.771.276	583.865	0,65%	Azioni
Bank of New York Mellon Corp	$29.516.260	578.864	0,64%	Azioni
TEACHER RETIREMENT SYSTEM OF TEXAS	$27.212.598	533.685	0,59%	Azioni
Aberdeen Group plc	$26.602.707	521.724	0,58%	Azioni
Boston Partners	$25.283.004	494.688	0,55%	Azioni
BANK OF AMERICA CORP /DE/	$24.715.108	484.705	0,54%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$24.597.169	482.392	0,53%	Azioni
D. E. Shaw & Co., Inc.	$24.578.659	482.029	0,53%	Azioni
FEDERATED HERMES, INC.	$24.386.733	478.265	0,53%	Azioni
NEW YORK STATE COMMON RETIREMENT FUND	$23.319.308	457.331	0,51%	Azioni
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$20.659.516	405.168	0,45%	Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$20.573.700	403.485	0,45%	Azioni
AMERIPRISE FINANCIAL INC	$20.452.698	401.126	0,44%	Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$20.191.000	395.982	0,44%	Azioni
JPMORGAN CHASE & CO	$19.802.894	387.641	0,43%	Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$19.561.651	383.637	0,43%	Azioni
VICTORY CAPITAL MANAGEMENT INC	$19.280.186	378.117	0,42%	Azioni
UBS Group AG	$18.968.535	372.005	0,41%	Azioni
Allspring Global Investments Holdings, LLC	$18.370.797	370.081	0,40%	Azioni

Mostra tutti i 350 proprietari istituzionali →

Insider aziendali 16 insider · 7 dirigenti · 8 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Acquisti 12m	Vendite 12m	Netto 12m
Stephanie Disher	Chief Executive Officer	01 Giugno 2026 S	363.024	0	1	$-1.160.753
Jack Kienzler	Chief Financial Officer	01 Giugno 2026 S	75.804	0	1	$-232.223
Renee Swan	Chief People Officer	17 Agosto 2026 S	46.875	0	2	$-313.056
Charles Masters	Senior Vice President	01 Giugno 2026 S	43.579	0	1	$-130.772
Kevin N Carpenter	SVP-Chief Supply Chain Officer	12 Maggio 2026 A	28.509	0	0	$0
Laura Heltebran	CLO & Corp Sec	01 Aprile 2026 A	24.161	0	0	$0
Toni Hickey	Chief Legal Officer	16 Aprile 2024 A	25.629	0	0	$0
Stephen E. Macadam	Direttore	12 Agosto 2026 P	40.588	1	0	$99.560
Heath Sharp	Direttore	12 Maggio 2026 A	5.733	0	0	$0
Roy Edwin Bennett	Direttore	12 Maggio 2026 A	19.320	0	0	$0
Diego Donoso	Direttore	12 Maggio 2026 A	11.697	2	2	$-677
Jane A Leipold	Direttore	12 Maggio 2026 A	20.538	0	0	$0
Stuart A Taylor II	Direttore	12 Maggio 2026 A	11.697	0	0	$0
Tony Satterthwaite	Direttore	18 Marzo 2024 J	4.012	0	0	$0
CUMMINS INC	Proprietario del 10%	18 Marzo 2024 J	0	0	0	$0
Gretchen R Haggerty	·	12 Maggio 2026 A	28.360	3	0	$109.972

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

Proprietà ETF Posseduti da 50 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
PSCI · Invesco Exchange-Traded Fund Trust …	1,17%	71.301 SH	01 Ottobre 2026	Giornaliero
XSHQ · Invesco Exchange-Traded Fund Trust …	0,97%	63.412 SH	01 Ottobre 2026	Giornaliero
SDVD · First Trust Exchange-Traded Fund IV	0,59%	103.533 NS	31 Luglio 2026	N-PORT
FFSM · FIDELITY COVINGTON TRUST	0,33%	95.798 NS	31 Luglio 2026	N-PORT
FNY · First Trust Exchange-Traded AlphaDE…	0,32%	36.002 NS	31 Luglio 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,31%	67.079 SH	19 Agosto 2026	Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust …	0,23%	12.540 SH	01 Ottobre 2026	Giornaliero
IWO · iShares Trust	0,23%	728.852 SH	11 Settembre 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,23%	285.530 SH	19 Agosto 2026	Giornaliero
VTWG · VANGUARD SCOTTSDALE FUNDS	0,23%	83.091 SH	19 Agosto 2026	Giornaliero
BKSE · BNY Mellon ETF Trust	0,19%	3.174 NS	31 Luglio 2026	N-PORT
ROUS · Lattice Strategies Trust	0,18%	24.930 NS	31 Luglio 2026	N-PORT
FNX · First Trust Exchange-Traded AlphaDE…	0,15%	40.401 NS	31 Luglio 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,14%	53.724 SH	19 Agosto 2026	Giornaliero
RSSL · Global X Funds	0,14%	39.979 NS	31 Luglio 2026	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0,13%	480.548 SH	19 Agosto 2026	Giornaliero
IWM · iShares Trust	0,13%	2.166.650 SH	11 Settembre 2026	Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust …	0,12%	51.827 SH	01 Ottobre 2026	Giornaliero
FSMD · FIDELITY COVINGTON TRUST	0,10%	47.076 NS	31 Luglio 2026	N-PORT
FAD · First Trust Exchange-Traded AlphaDE…	0,10%	10.811 NS	31 Luglio 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,10%	59.381 SH	01 Ottobre 2026	Giornaliero
VBR · VANGUARD INDEX FUNDS	0,09%	1.189.243 SH	19 Agosto 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,09%	256.539 NS	31 Luglio 2026	N-PORT
VFMO · VANGUARD WELLINGTON FUND	0,07%	28.113 SH	19 Agosto 2026	Giornaliero
ESML · iShares Trust	0,06%	39.270 SH	11 Settembre 2026	Giornaliero
VIS · VANGUARD WORLD FUND	0,06%	99.027 SH	19 Agosto 2026	Giornaliero
FIDU · FIDELITY COVINGTON TRUST	0,06%	26.647 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,05%	936.448 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,05%	1.873.478 SH	19 Agosto 2026	Giornaliero
WSML · iShares Trust	0,03%	5.013 SH	11 Settembre 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,03%	3.383 NS	31 Luglio 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,03%	3.807 NS	31 Luglio 2026	N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe…	0,03%	1.677 SH	01 Ottobre 2026	Giornaliero
ISCG · iShares Trust	0,02%	4.374 SH	11 Settembre 2026	Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS	0,02%	5.105 SH	19 Agosto 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,02%	173.600 NS	31 Luglio 2026	N-PORT
DFSU · Dimensional ETF Trust	0,02%	6.939 NS	31 Luglio 2026	N-PORT
DCOR · Dimensional ETF Trust	0,01%	7.726 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,01%	2.590.512 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,01%	6.821 SH	19 Agosto 2026	Giornaliero
DFAU · Dimensional ETF Trust	0,01%	23.376 NS	31 Luglio 2026	N-PORT
DFUS · Dimensional ETF Trust	0,01%	31.092 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,01%	111.628 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,01%	23.032 SH	11 Settembre 2026	Giornaliero
IJR · iShares Trust	·	4.984.386 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	533.139 SH	09 Settembre 2026	Giornaliero
IJS · iShares Trust	·	226.974 SH	08 Settembre 2026	Giornaliero
IWN · iShares Trust	·	67.751 SH	11 Settembre 2026	Giornaliero
XJR · iShares Trust	·	11.304 SH	31 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	620 SH	11 Settembre 2026	Giornaliero

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

21

rating · 12 analisti COMPRA

Target mediano $67.00 +46,6%

4 33,3% Acquisto forte

6 50,0% Compra

2 16,7% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

5 analisti · 2026-09-20

Target medio $65.20 +42,7%

← Sotto tutti i target Prezzo attuale $45.70

Basso$56.00 Media$65.20 Alto$73.00

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
ATMU	·	20.8	5.7%	11.8%	59.7%	28.2%
WAB	$36.41B	31.3	7.5%	10.5%	11.0%	34.1%
ALSN	·	13.4	-6.7%	20.7%	34.4%	48.6%
OSK	$7.86B	·	-2.9%	6.2%	14.9%	17.4%
FSS	$6.61B	27.1	17.1%	11.3%	18.6%	28.9%
TEX	$3.46B	16.0	5.7%	4.1%	10.9%	19.4%
TRN	·	8.7	-29.9%	11.7%	23.7%	·
BLBD	$1.85B	14.9	9.9%	8.6%	61.6%	20.5%
GBX	$1.44B	7.3	-8.6%	6.3%	14.0%	18.8%
ASTE	$991M	25.8	8.1%	2.8%	5.9%	26.5%
PLOW	$753M	16.7	15.4%	7.1%	16.9%	26.6%

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ATMU Atmus Filtration Technologies Inc. Common Stock