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

03

Prezzo $139.39

Capitalizzazione di Mercato (MRQ) $4.18B

P/E (TTM) 21.2

EPS (TTM) $6.56

Ricavi (TTM) $1.68B

Rendimento div. 0.56%

ROE (TTM) 15.3%

D/E Debito/Patrimonio (MRQ) 0.3

Intervallo 52 sett. $93–$162

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

04

intervallo

barre

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

Split azionari 6

Data ex-dividendo	Split	Tipo
31 Luglio 2012	2-for-1	Avanti
07 Maggio 2007	2-for-1	Avanti
30 Agosto 1991	21-for-20	Avanti
31 Agosto 1990	21-for-20	Avanti
04 Maggio 1981	4-for-3	Avanti
05 Maggio 1980	5-for-4	Avanti

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

06

Ricavi$1.65B

2017-02-28 → 2026-02-28

EPS$10.50

2017-02-28 → 2026-02-28

Flusso di cassa libero$445M

2017-02-28 → 2026-02-28

Margine netto11.8%

2017-02-28 → 2026-02-28

Valutazione e Rapporti 07–12

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

Metrica	AZZ	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	21.2media 5 anni ≈17.2	≈17.2	·	·
P/S (TTM)	2.5media 5 anni ≈1.7	≈1.7	·	·
P/B (MRQ)	3.0media 5 anni ≈2.3	≈2.3	·	·
EV / EBITDA	13.1media 5 anni ≈10.2	≈10.2	·	·
Prezzo / FCF (TTM)	24.7media 5 anni ≈18.7	≈18.7	·	·
Prezzo / Flusso di cassa (TTM)	16.9media 5 anni ≈10.4	≈10.4	·	·
EV / Revenue (EV / Ricavi)	2.8media 5 anni ≈2.2	≈2.2	·	·
EV / FCF	10.4media 5 anni ≈28.3	≈28.3	·	·
Prezzo / Valore contabile tangibile (MRQ)	4.3	·	·	·
PEG Ratio	≈0.5	·	·	·

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	AZZ	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	24.0%media 5 anni ≈23.8%	≈23.8%	·	·
Margine Operativo (TTM)	16.2%media 5 anni ≈14.2%	≈14.2%	·	·
Margine EBITDA (TTM)	21.7%media 5 anni ≈19.5%	≈19.5%	·	·
Margine ante imposte (TTM)	15.5%media 5 anni ≈12.6%	≈12.6%	·	·
Margine di Profitto Netto (TTM)	11.8%media 5 anni ≈7.9%	≈7.9%	·	·
ROA (TTM)	9.0%media 5 anni ≈5.9%	≈5.9%	·	·
ROE (TTM)	15.3%media 5 anni ≈11.5%	≈11.5%	·	·
ROIC	11.0%media 5 anni ≈9.5%	≈9.5%	·	·

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	AZZ	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	0.3media 5 anni ≈0.8	≈0.8	·	·
Rapporto corrente (MRQ)	1.9media 5 anni ≈2.0	≈2.0	·	·
Quick Ratio	0.6media 5 anni ≈0.8	≈0.8	·	·
Debito a lungo termine / Patrimonio netto (MRQ)	0.3media 5 anni ≈0.8	≈0.8	·	·
Interest Coverage (Copertura degli interessi)	4.8media 5 anni ≈5.9	≈5.9	·	·

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

Metrica	AZZ	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	4.6%media 5 anni ≈36.9%	≈36.9%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	7.6%media 5 anni ≈33.1%	≈33.1%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	28.0%	·	·	·
EPS YoY	486.6%media 5 anni ≈186.2%	≈186.2%	·	·
Net Income YoY (Utile Netto YoY)	146.3%media 5 anni ≈95.1%	≈95.1%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	-18.9%	·	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	47.2%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	15.3%	·	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	51.6%	·	·	·

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

Metrica	AZZ	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$10.50media 5 anni ≈$3.33	≈$3.33	·	·
Revenue / Share (Ricavi / Azione)	$54.62media 5 anni ≈$51.67	≈$51.67	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$17.39media 5 anni ≈$8.54	≈$8.54	·	·
Cash / Share (Liquidità / Azione)	$0.02media 5 anni ≈$0.19	≈$0.19	·	·

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

Metrica	AZZ	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.7media 5 anni ≈0.8	≈0.8	·	·
Inventory Turnover (Rotazione delle scorte)	11.1media 5 anni ≈10.2	≈10.2	·	·
Receivables Turnover (Rotazione dei crediti)	11.9media 5 anni ≈9.9	≈9.9	·	·
Revenue / Employee (Ricavi / Dipendente)	≈$438.0K	·	·	·

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

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

13

Dividend Yield0.56%

Rapporto di Distribuzione Utili7.3%

Pagamento annualizzato≈$0.96Pagato trimestralmente

CAGR Dividendi 5Y≈1.7%Per azione, rettificato per lo split

Striscia di crescita≈1Anni consecutivi di crescita dei dividendi

Data ex-dividendo	Importo	Valuta	Rendimento
Lug 9, 2026	$0,24	USD	≈0.60%
Apr 23, 2026	$0,20	USD	≈0.55%
Feb 5, 2026	$0,20	USD	≈0.60%
Ott 16, 2025	$0,20	USD	≈0.75%
Lug 10, 2025	$0,20	USD	≈0.67%
Apr 24, 2025	$0,17	USD	≈0.80%
Gen 30, 2025	$0,17	USD	≈0.78%
Ott 18, 2024	$0,17	USD	≈0.87%
Lug 10, 2024	$0,17	USD	≈0.89%
Apr 16, 2024	$0,17	USD	≈0.89%
Gen 29, 2024	$0,17	USD	≈1.1%
Ott 17, 2023	$0,17	USD	≈1.4%
Lug 11, 2023	$0,17	USD	≈1.6%
Apr 25, 2023	$0,17	USD	≈1.8%
Gen 27, 2023	$0,17	USD	≈1.6%
Ott 17, 2022	$0,17	USD	≈1.9%
Lug 18, 2022	$0,17	USD	≈1.7%
Apr 25, 2022	$0,17	USD	≈1.4%
Gen 24, 2022	$0,17	USD	≈1.4%
Ott 18, 2021	$0,17	USD	≈1.3%

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

14

Sorpresa media 4.6%

Prossimo report Ott 13, 2026

Periodo	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	$1.85	$1.71	8.1%
31 Marzo 2026	$1.34	$1.23	8.9%
31 Dicembre 2025	$1.52	$1.49	2.1%
30 Settembre 2025	$1.55	$1.59	-2.5%
30 Giugno 2025	$1.78	$1.60	11.4%
31 Marzo 2025	$0.98	$0.99	-0.54%

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

15

Conto Economico 15

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue	$1.65B	$1.58B	$1.54B	$1.32B	$526M	$481M	$1.06B	$927M	$810M	$864M	$889M	$820M
Cost of Revenue	$1.26B	$1.20B	$1.17B	$1.03B	$379M	$358M	$825M	$728M	$650M	$658M	$661M	$613M
Gross Profit	$395M	$383M	$363M	$296M	$146M	$123M	$237M	$199M	$160M	$205M	$228M	$207M
SG&A Expense	$130M	$146M	$142M	$122M	$67M	$59M	$139M	$122M	$112M	$106M	$108M	$99M
Operating Income	$265M	$236M	$222M	$174M	$79M	$47M	$79M	$77M	$48M	$99M	$120M	$108M
Interest Expense	$56M	$81M	$107M	$89M	$6M	$9M	$13M	$15M	$14M	$15M	$15M	$17M
Other Non-op	$2M	$-562.0K	$161.0K	$1M	$175.0K	$415.0K	$-990.0K	$1M	$-3M	$1M	$-3M	$-3M
Pretax Income	$420M	$171M	$130M	$89M	$73M	$38M	$65M	$63M	$31M	$85M	$102M	$91M
Income Tax	$103M	$42M	$28M	$22M	$23M	$11M	$17M	$12M	$-14M	$24M	$27M	$26M
Net Income	$317M	$129M	$102M	$-53M	$84M	$40M	$48M	$51M	$45M	$61M	$76M	$66M
EPS (Basic)	$10.59	$1.80	$3.48	$-2.47	$3.38	$1.53	$1.84	$1.97	$1.74	$2.36	$2.93	$2.56
EPS (Diluted)	$10.50	$1.79	$3.46	$-2.45	$3.35	$1.52	$1.84	$1.96	$1.73	$2.35	$2.91	$2.55
Shares (Basic)	29,955,000	29,086,000	25,041,000	24,828,000	24,855,000	25,897,000	26,191,000	26,038,000	25,970,000	25,965,000	25,800,000	25,676,000
Shares (Diluted)	30,211,000	29,344,000	25,209,000	24,978,000	25,077,000	26,045,000	26,281,000	26,107,000	26,036,000	26,097,000	25,937,000	25,778,000
EBITDA	$355M	$319M	$301M	$248M	$158M	$106M	$130M	$127M	$99M	$149M	$170M	$153M

Stato Patrimoniale 27

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Cash & Equivalents	$705.0K	$1M	$4M	$3M	$12M	$15M	$37M	$24M	$21M	$11M	$40M	$23M
Receivables	$143M	$135M	$142M	$156M	$85M	$129M	$139M	$145M	$141M	$138M	$131M	$126M
Inventory	$113M	$112M	$118M	$144M	·	·	$100M	$125M	$111M	$94M	$77M	$108M
Prepaid Expense	$7M	·	·	·	·	·	·	·	·	·	·	·
Current Assets	$395M	$375M	$367M	$417M	$387M	$305M	$355M	$379M	$329M	$297M	$316M	$299M
PP&E (Net)	$609M	$593M	$542M	$499M	$193M	$207M	$213M	$210M	$217M	$229M	$226M	$197M
PP&E (Gross)	$1.04B	$975M	$881M	$792M	$445M	$494M	$487M	$468M	$451M	$442M	$417M	$360M
Accum. Depreciation	$434M	$382M	$339M	$293M	$251M	$287M	$274M	$257M	$235M	$214M	$190M	$163M
Goodwill	$715M	$704M	$705M	$703M	$190M	$354M	$356M	$324M	$321M	$307M	$293M	$279M
Intangibles	$410M	$422M	$445M	$469M	$39M	$91M	$107M	$130M	$161M	$146M	$154M	$163M
Other Non-current Assets	$3M	$4M	$8M	$10M	·	·	·	·	·	·	·	·
Total Assets	$2.21B	$2.23B	$2.20B	$2.22B	$1.13B	$999M	$1.07B	$1.09B	$1.03B	$978M	$988M	$925M
Accounts Payable	$115M	$106M	$88M	$84M	$25M	$42M	$62M	$53M	$54M	$50M	$47M	$50M
Current Liabilities	$232M	$221M	$194M	$187M	$151M	$117M	$281M	$165M	$132M	$137M	$150M	$149M
Capital Leases	$41M	$14M	$15M	$20M	$11M	$32M	$38M	$41M	$0	·	·	·
Deferred Tax	$74M	$43M	$39M	$41M	$48M	$39M	$38M	$37M	$33M	$54M	$52M	$52M
Other Non-current Liabilities	$41M	$46M	$58M	$61M	$5M	$9M	$5M	$2M	$12M	$0	·	$0
Total Liabilities	$876M	$1.18B	$1.26B	$1.37B	$466M	$376M	$439M	$485M	$463M	$445M	$504M	$517M
Long-term Debt	·	·	·	$1.06B	$226M	$178M	$203M	$241M	$301M	$271M	$326M	$338M
Total Debt	$478M	$852M	$953M	$1.06B	$226M	$178M	$78M	$241M	$287M	·	$327M	$338M
Common Stock	$30M	$30M	$25M	$25M	$25M	$25M	$26M	$26M	$26M	$26M	$26M	$26M
Retained Earnings	$884M	$609M	$576M	$506M	$584M	$547M	$572M	$548M	$526M	$499M	$454M	$389M
Treasury Stock	·	·	·	·	·	·	·	·	·	·	$0	·
AOCI	$-8M	$-12M	$-4M	$-5M	$-27M	$-25M	$-31M	$-29M	$-25M	$-29M	$-31M	$-23M
Stockholders' Equity	$1.34B	$1.05B	$701M	$620M	$667M	$623M	$634M	$604M	$565M	$533M	$484M	$424M
Liabilities + Equity	$2.21B	$2.23B	$2.20B	$2.22B	$1.13B	$999M	$1.07B	$1.09B	$1.03B	$978M	$988M	$937M
Shares Outstanding	29,880,000	29,913,000	25,102,000	24,912,000	24,688,000	25,108,000	26,148,000	26,115,000	25,959,000	25,963,679	25,873,690	25,732,331

Flusso di cassa 20

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
D&A	$90M	$82M	$79M	$75M	$32M	$32M	$50M	$50M	$51M	$50M	$47M	$46M
Stock-based Comp	$15M	$13M	$10M	$8M	$9M	$7M	$6M	$5M	$6M	$6M	$5M	$4M
Deferred Tax	$33M	$8M	$5M	$16M	$456.0K	$-2M	$-3M	$4M	$-21M	$1M	$-4M	$16M
Amort. of Intangibles	$23M	$23M	$24M	$23M	$7M	$7M	$17M	$17M	$17M	$17M	$16M	$18M
Restructuring	·	·	·	·	·	$1M	$1M	$1M	$8M	$8M	·	$-3M
Other Non-cash	$71M	$18M	$49M	$45M	$-56M	$3M	$43M	$5M	$3M	$-5M	$18M	$-13M
Operating Cash Flow	$525M	$250M	$244M	$91M	$61M	$109M	$142M	$110M	$77M	$111M	$144M	$118M
CapEx	$81M	$116M	$95M	$57M	$24M	$27M	$33M	$25M	$30M	$41M	$40M	$29M
Investing Cash Flow	$-91M	$-115M	$-95M	·	$-87M	$-29M	$-69M	$-31M	$-74M	$-63M	$-99M	$-40M
Debt Issued	·	·	·	·	·	·	·	·	·	·	$0	$0
Net Debt Issued	·	$-2M	$-2M	$-88M	$0	$-125M	$0	$-14M	$-64M	$-23M	$-22M	$-21M
Stock Issued	$4M	$311M	$2M	$2M	$3M	$3M	$3M	$4M	$3M	·	·	·
Stock Repurchased	$20M	$0	$0	$0	$31M	$48M	$6M	$0	$8M	$5M	$0	$0
Net Stock Activity	$-16M	$311M	$2M	$2M	$-28M	$-45M	$-3M	$0	$-8M	$-5M	·	·
Dividends Paid	$23M	$23M	$31M	$23M	$17M	$18M	$18M	$18M	$18M	$17M	$15M	$15M
Financing Cash Flow	$-434M	$-139M	$-148M	·	$912.0K	$-88M	$-60M	$-75M	$6M	$-77M	$-25M	$-82M
Net Change in Cash	$-783.0K	$-3M	$2M	$-12M	$245.0K	$-22M	$13M	$3M	$10M	$-29M	$18M	$-5M
Taxes Paid	$76M	$30M	$19M	$24M	$32M	$16M	$19M	$3M	·	·	·	·
Free Cash Flow	$445M	$134M	$149M	$34M	$58M	$55M	$110M	$89M	$49M	$70M	$104M	$89M
Levered FCF	$403M	$73M	$66M	$-32M	$53M	$47M	$100M	$77M	$29M	$59M	$93M	$77M

Redditività 8

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Gross Margin	23.9%	24.2%	23.6%	22.4%	24.9%	22.5%	22.3%	21.4%	19.8%	23.8%	25.5%	25.2%
Operating Margin	16.0%	15.0%	14.4%	13.1%	12.6%	7.3%	7.5%	8.3%	5.9%	11.5%	13.5%	13.1%
Net Margin	19.2%	8.2%	6.6%	-4.0%	9.3%	4.7%	4.5%	5.5%	5.6%	7.1%	8.5%	8.0%
Pretax Margin	25.5%	10.8%	8.5%	6.7%	11.8%	6.1%	6.1%	6.8%	3.8%	9.9%	11.6%	11.0%
EBITDA Margin	21.5%	20.2%	19.6%	18.8%	17.5%	12.7%	12.2%	13.7%	12.2%	17.3%	18.8%	18.7%
ROA	14.3%	5.8%	4.6%	-3.2%	7.9%	3.8%	4.5%	4.8%	4.5%	·	7.8%	6.8%
ROE	24.0%	12.4%	14.6%	-6.2%	12.8%	6.3%	7.5%	8.5%	8.2%	·	17.0%	16.2%
ROIC	11.0%	9.4%	10.5%	6.8%	10.0%	6.0%	8.3%	7.4%	8.3%	·	11.1%	10.2%

Liquidità e Solvibilità 5

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Current Ratio	1.7	1.7	1.9	2.2	2.6	2.7	1.3	2.3	2.5	·	2.1	2.0
Quick Ratio	0.6	0.6	0.8	1.0	1.2	1.3	0.6	1.0	1.2	·	1.2	1.0
Debt / Equity	0.4	0.8	1.4	1.2	0.3	0.3	0.1	0.4	0.5	·	0.7	0.8
LT Debt / Equity	0.4	0.8	1.4	1.2	0.3	0.3	0.1	0.4	0.5	·	0.6	0.8
Interest Coverage	4.8	2.9	2.1	2.0	17.7	6.4	5.9	5.1	3.5	6.7	8.1	6.5

Efficienza 3

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Asset Turnover	0.7	0.7	0.7	0.8	0.8	0.8	1.0	0.9	0.8	·	0.9	0.9
Inventory Turnover	11.1	10.4	9.0	·	·	·	7.3	6.0	6.3	7.7	6.4	5.7
Receivables Turnover	11.9	11.4	10.3	9.9	6.1	6.3	7.5	6.5	5.8	·	7.0	6.8

Per Azione 6

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Book Value / Share	$44.75	$34.95	$27.92	$34.26	$27.03	$24.82	$24.26	$23.12	$21.77	·	$18.60	·
Revenue / Share	$54.62	$53.77	$60.99	$52.99	$36.00	$32.21	$40.40	$35.51	$31.13	$33.09	$34.82	$31.68
Cash Flow / Share	$17.39	$8.52	$9.70	$3.66	$3.43	$3.53	$5.51	$4.39	$3.03	$4.26	$5.54	$4.58
Cash / Share	$0.02	$0.05	$0.17	$0.11	$0.61	$0.59	$1.40	$0.92	$0.80	·	$1.55	·
Dividend / Share	$0.77	$0.68	$0.68	$0.68	$0.68	$0.68	$0.68	$0.68	$0.68	$0.64	$0.60	·
EPS (TTM)	$10.50	$1.79	$3.46	$-2.45	$3.35	$1.52	$1.84	$1.96	$1.73	$2.35	$2.91	$2.55

Tassi di Crescita 10

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue YoY	4.6%	2.6%	16.2%	151.8%	9.4%	·	·	·	·	·	·	·
Revenue CAGR 3Y	7.6%	44.2%	47.3%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	28.0%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	486.6%	-48.3%	·	·	120.4%	·	·	·	·	·	·	·
EPS CAGR 3Y	·	-18.9%	31.6%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	47.2%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	146.3%	26.8%	·	·	112.1%	·	·	·	·	·	·	·
Net Income CAGR 3Y	·	15.3%	36.9%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	51.6%	·	·	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	5.5%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 17

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue TTM	$1.65B	$1.58B	$1.54B	$1.32B	$526M	$481M	$1.06B	$927M	$810M	$864M	$889M	$820M
Net Income TTM	$317M	$129M	$102M	$-53M	$84M	$40M	$48M	$51M	$45M	$61M	$76M	$66M
Market Cap	$4.06B	$2.87B	$1.83B	$1.01B	$1.22B	$1.28B	$965M	$1.20B	$1.06B	·	$1.31B	·
Enterprise Value	$4.54B	$3.73B	$2.78B	$2.07B	$1.43B	$1.45B	$1.01B	$1.42B	$1.33B	·	$1.59B	·
P/E	13.0	53.7	21.0	-16.6	14.7	33.6	20.0	23.5	23.6	25.0	17.4	17.8
P/S	2.5	1.8	1.2	0.8	2.3	2.7	0.9	1.3	1.3	·	1.5	·
P/B	3.0	2.7	2.6	1.2	1.8	2.1	1.5	2.0	1.9	·	2.7	·
P / Tangible Book	19.1	·	·	·	2.8	7.2	·	·	·	·	·	·
P / Cash Flow	7.7	11.5	7.5	11.1	14.1	13.9	6.7	10.5	13.4	·	9.1	·
P / FCF	9.1	21.5	12.2	29.5	21.1	23.3	8.8	13.5	21.5	·	12.6	·
EV / EBITDA	12.8	11.7	9.2	8.3	9.0	13.6	7.8	11.2	13.4	·	9.4	·
EV / FCF	10.2	27.8	18.6	60.3	24.8	26.3	9.2	15.9	26.9	·	15.4	·
EV / Revenue	2.8	2.4	1.8	1.6	2.7	3.0	0.9	1.5	1.6	·	1.8	·
Dividend Yield	0.57%	0.80%	1.7%	2.2%	1.4%	1.4%	1.8%	1.5%	1.7%	·	1.2%	·
Earnings Yield	7.7%	1.9%	4.8%	-6.0%	6.8%	3.0%	5.0%	4.3%	4.2%	4.0%	5.8%	5.6%
Payout Ratio	7.3%	17.9%	30.9%	-42.9%	20.1%	44.5%	37.0%	34.6%	39.1%	27.2%	20.2%	22.9%
Annual Payout	$23M	$23M	$31M	$23M	$17M	$18M	$18M	$18M	$18M	$17M	$15M	$15M

Conto Economico 15

Metrica	Q1 2027	Q4 2026	Q3 2026	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
Revenue	$449M	$385M	$426M	$417M	$422M	$352M	$404M	$409M	$413M	$367M	$382M	$399M	$391M	$337M	$373M	$407M
Cost of Revenue	$336M	$298M	$324M	$316M	$318M	$273M	$306M	$305M	$311M	$286M	$293M	$301M	$294M	$275M	$300M	$305M
Gross Profit	$112M	$88M	$102M	$101M	$104M	$79M	$98M	$104M	$103M	$81M	$88M	$97M	$97M	$61M	$73M	$102M
SG&A Expense	$35M	$30M	$32M	$33M	$35M	$38M	$39M	$36M	$33M	$39M	$35M	$36M	$32M	$25M	$28M	$37M
Operating Income	$77M	$57M	$69M	$68M	$70M	$40M	$59M	$68M	$70M	$42M	$53M	$61M	$65M	$36M	$45M	$64M
Interest Expense	$11M	$11M	$12M	$14M	$19M	$17M	$19M	$22M	$23M	$25M	$26M	$28M	$29M	$27M	$26M	$28M
Other Non-op	$-260.0K	$376.0K	$-276.0K	$188.0K	$1M	$-420.0K	$-763.0K	$417.0K	$204.0K	$152.0K	$-41.0K	$88.0K	$-38.0K	$658.0K	$610.0K	$-55.0K
Pretax Income	$66M	$25M	$56M	$114M	$226M	$26M	$46M	$48M	$51M	$22M	$36M	$34M	$38M	$11M	$21M	$36M
Income Tax	$14M	$9M	$14M	$25M	$55M	$6M	$12M	$12M	$11M	$4M	$9M	$6M	$10M	$4M	$2M	$11M
Net Income	$52M	$16M	$41M	$89M	$171M	$20M	$34M	$35M	$40M	$18M	$27M	$28M	$29M	$1M	$-21M	$-58M
EPS (Basic)	$1.74	$0.54	$1.37	$2.97	$5.71	$0.87	$1.12	$1.19	$-1.38	$0.56	$0.93	$0.99	$1.00	$-0.11	$-0.97	$-2.36
EPS (Diluted)	$1.72	$0.53	$1.36	$2.95	$5.66	$0.87	$1.12	$1.18	$-1.38	$0.59	$0.92	$0.97	$0.98	$-0.53	$-0.97	$-1.91
Shares (Basic)	29,932,000	·	29,963,000	30,037,000	29,941,000	·	29,879,000	29,852,000	26,751,000	·	25,077,000	25,054,000	24,940,000	24,828,000	24,867,000	24,836,000
Shares (Diluted)	30,159,000	·	30,198,000	30,244,000	30,217,000	·	30,118,000	30,057,000	26,751,000	·	29,330,000	29,210,000	29,150,000	24,978,000	24,995,000	29,059,000
EBITDA	$101M	·	$92M	$91M	$91M	·	$59M	$68M	$90M	·	$53M	$61M	$84M	·	$45M	$64M

Stato Patrimoniale 26

Metrica	Q1 2027	Q4 2026	Q3 2026	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
Cash & Equivalents	$1M	$705.0K	$623.0K	$897.0K	$3M	$1M	$1M	$2M	$11M	·	$8M	$2M	$4M	·	$3M	$11M
Receivables	$164M	$143M	$148M	$142M	$153M	$135M	$140M	$153M	$144M	$142M	$142M	$184M	$170M	·	$173M	$194M
Inventory	$121M	$113M	$107M	$108M	$111M	$112M	$115M	$115M	$114M	·	$127M	·	·	·	·	·
Prepaid Expense	$16M	·	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Current Assets	$440M	$395M	$401M	$389M	$408M	$375M	$394M	$401M	$396M	·	$393M	$410M	$408M	·	$407M	$658M
PP&E (Net)	$609M	$609M	$604M	$603M	$598M	$593M	$580M	$570M	$555M	·	$525M	$516M	$504M	·	$491M	$496M
PP&E (Gross)	·	$1.04B	·	·	·	$975M	·	·	·	·	·	·	·	·	·	·
Accum. Depreciation	·	$434M	·	·	·	$382M	·	·	·	·	·	·	·	·	·	·
Goodwill	$714M	$715M	$714M	$716M	$705M	$704M	$705M	$706M	$705M	$705M	$705M	$706M	$706M	$703M	$710M	$736M
Intangibles	$404M	$410M	$415M	$420M	$413M	$422M	$428M	$434M	$440M	·	$451M	$467M	$469M	·	$3M	$4M
Other Non-current Assets	$3M	$3M	$3M	$4M	$4M	$4M	$4M	$4M	$9M	·	$8M	·	·	·	·	·
Total Assets	$2.25B	$2.21B	$2.23B	$2.23B	$2.16B	$2.23B	$2.24B	$2.24B	$2.24B	·	$2.21B	$2.21B	$2.21B	·	$2.20B	$2.58B
Accounts Payable	$122M	$115M	$117M	$114M	$107M	$106M	$98M	$109M	$117M	·	$95M	$127M	$107M	·	$109M	$158M
Current Liabilities	$229M	$232M	$242M	$225M	$270M	$221M	$222M	$217M	$224M	·	$200M	$206M	$180M	·	$221M	$350M
Capital Leases	$41M	$41M	$12M	$12M	$12M	$14M	$15M	$12M	$13M	·	$16M	$17M	$19M	·	$19M	$20M
Deferred Tax	$77M	$74M	$68M	$64M	$39M	$43M	$45M	$42M	$42M	·	$33M	$31M	$30M	·	$32M	$29M
Other Non-current Liabilities	$37M	$41M	$44M	$45M	$45M	$46M	$49M	$52M	$56M	·	$57M	$58M	$63M	·	$64M	$65M
Total Liabilities	$876M	$876M	$912M	$923M	$945M	$1.18B	$1.21B	$1.24B	$1.27B	·	$1.29B	$1.32B	$1.33B	·	$1.35B	$1.73B
Long-term Debt	·	·	·	·	·	·	·	·	·	·	$980M	·	·	·	$1.02B	$1.25B
Total Debt	$481M	·	$535M	$567M	$570M	·	$880M	$913M	$930M	·	$980M	$1.00B	$1.04B	·	$1.02B	$1.25B
Common Stock	$30M	$30M	$30M	$30M	$30M	$30M	$30M	$30M	$30M	·	$25M	$25M	$25M	·	$25M	$25M
Retained Earnings	$930M	$884M	$874M	$858M	$775M	$609M	$594M	$566M	$535M	·	$566M	$547M	$527M	·	$513M	$541M
AOCI	$-8M	$-8M	$-11M	$-10M	$-9M	$-12M	$-9M	$-7M	$-3M	·	$-4M	$-6M	$-8M	·	$-11M	$-30M
Stockholders' Equity	$1.38B	$1.34B	$1.32B	$1.30B	$1.21B	$1.05B	$1.03B	$1000M	$967M	$701M	$921M	$898M	$871M	$620M	$853M	$860M
Liabilities + Equity	$2.25B	$2.21B	$2.23B	$2.23B	$2.16B	$2.23B	$2.24B	$2.24B	$2.24B	·	$2.21B	$2.21B	$2.21B	·	$2.20B	$2.58B
Shares Outstanding	30,017,000	29,880,000	29,856,000	30,057,000	30,007,000	29,913,000	29,877,000	29,877,000	29,814,000	·	25,077,000	25,077,000	25,013,000	·	24,876,000	24,862,000

Flusso di cassa 18

Metrica	Q1 2027	Q4 2026	Q3 2026	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
D&A	$24M	$23M	$23M	$22M	$22M	$21M	$21M	$20M	$20M	$20M	$20M	$20M	$19M	$19M	$22M	$22M
Stock-based Comp	$4M	$3M	$2M	$4M	$5M	$2M	$4M	$5M	$3M	$3M	$2M	$2M	$2M	$1M	$2M	$3M
Deferred Tax	·	·	·	·	·	·	·	·	·	·	·	·	·	$37M	$1M	$-19M
Other Non-cash	$-42M	·	·	·	$117M	·	·	·	$9M	·	·	·	$-2M	·	·	·
Operating Cash Flow	$37M	$73M	$80M	$58M	$315M	$64M	$66M	$47M	$72M	$64M	$63M	$71M	$47M	$23M	$27M	$19M
CapEx	$19M	$22M	$19M	$19M	$21M	$30M	$26M	$32M	$27M	$28M	$24M	$26M	$17M	$22M	$16M	$11M
Investing Cash Flow	$-19M	$-6M	$-18M	$-49M	$-17M	$-30M	$-26M	$-31M	$-27M	$-28M	$-24M	$-26M	$-17M	·	·	·
Debt Issued	·	·	·	·	·	·	·	·	·	·	·	·	·	·	$0	$0
Net Debt Issued	$-803.0K	·	·	·	$-20.0K	·	·	·	$-715.0K	·	·	·	$0	·	·	·
Stock Issued	·	$2M	$0	$2M	$0	$1M	$0	$2M	$309M	$899.0K	$1.0K	$1M	$0	$605.0K	$0	·
Stock Repurchased	·	$0	·	·	·	$0	·	·	·	·	·	·	·	·	$0	$0
Net Stock Activity	·	·	·	·	$0	·	·	·	$309M	·	·	·	·	·	·	·
Dividends Paid	$6M	$6M	$6M	$6M	$5M	$5M	$5M	$5M	$8M	$8M	$8M	$8M	$8M	$10M	$4M	$4M
Financing Cash Flow	$-18M	$-66M	$-62M	$-11M	$-296M	$-35M	$-41M	$-24M	$-39M	$-38M	$-33M	$-47M	$-30M	·	·	$-124M
Net Change in Cash	$354.0K	$82.0K	$-274.0K	$-2M	$2M	$4.0K	$-668.0K	$-8M	$6M	$-3M	$5M	$-2M	$1M	$-470.0K	$-11M	$-87M
Taxes Paid	$302.0K	$23M	$7M	$46M	$551.0K	$8M	$9M	$13M	$934.0K	$2M	$5M	$12M	$895.0K	$9M	$6M	$6M
Free Cash Flow	$18M	·	·	·	$294M	·	·	·	$45M	·	·	·	$30M	·	·	·
Levered FCF	$10M	·	·	·	$280M	·	·	·	$27M	·	·	·	$8M	·	·	·

Redditività 8

Metrica	Q1 2027	Q4 2026	Q3 2026	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
Gross Margin	25.0%	·	23.9%	24.3%	24.7%	·	24.2%	25.3%	24.9%	·	23.1%	24.4%	24.8%	·	19.6%	25.0%
Operating Margin	17.2%	·	16.3%	16.4%	16.5%	·	14.5%	16.5%	16.9%	·	13.8%	15.3%	16.8%	·	12.2%	15.8%
Net Margin	11.6%	·	9.7%	21.4%	40.5%	·	8.3%	8.7%	9.6%	·	7.0%	7.1%	7.3%	·	-5.5%	-14.2%
Pretax Margin	14.7%	·	13.1%	27.4%	53.5%	·	11.3%	11.7%	12.3%	·	9.3%	8.6%	9.8%	·	5.6%	8.8%
EBITDA Margin	22.4%	·	21.7%	21.8%	21.7%	·	14.5%	16.5%	21.8%	·	13.8%	15.3%	21.5%	·	12.2%	15.8%
ROA	2.4%	·	1.8%	4.0%	7.8%	·	1.5%	1.6%	1.8%	·	1.2%	1.2%	1.1%	·	-1.3%	-3.2%
ROE	4.0%	·	3.5%	7.8%	15.7%	·	3.5%	3.7%	4.3%	·	3.0%	3.2%	3.7%	·	-2.7%	-7.7%
ROIC	3.3%	·	2.8%	2.9%	2.9%	·	2.2%	2.6%	2.9%	·	2.1%	2.6%	2.6%	·	2.1%	2.1%

Liquidità e Solvibilità 5

Metrica	Q1 2027	Q4 2026	Q3 2026	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
Current Ratio	1.9	·	1.7	1.7	1.5	·	1.8	1.8	1.8	·	2.0	2.0	2.3	·	1.8	1.9
Quick Ratio	0.7	·	0.6	0.6	0.6	·	0.6	0.7	0.7	·	0.7	0.9	1.0	·	0.8	0.6
Debt / Equity	0.3	·	0.4	0.4	0.5	·	0.9	0.9	1.0	·	1.1	1.1	1.2	·	1.2	1.5
LT Debt / Equity	0.3	·	0.4	0.4	0.5	·	0.9	0.9	1.0	·	1.1	1.1	1.2	·	1.2	1.4
Interest Coverage	6.8	·	5.7	5.0	3.7	·	3.0	3.1	3.1	·	2.0	2.2	2.3	·	1.7	2.3

Efficienza 3

Metrica	Q1 2027	Q4 2026	Q3 2026	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
Asset Turnover	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2
Inventory Turnover	2.9	·	2.9	2.8	2.8	·	2.5	5.3	5.4	·	4.6	·	·	·	·	·
Receivables Turnover	2.8	·	3.0	2.8	2.8	·	2.9	2.4	2.6	·	2.4	2.1	1.8	·	2.3	2.5

Per Azione 6

Metrica	Q1 2027	Q4 2026	Q3 2026	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
Book Value / Share	$45.84	·	$44.19	$43.35	$40.47	·	$34.46	$33.46	$32.44	·	$36.73	$35.81	$34.84	·	$34.27	$34.58
Revenue / Share	$14.87	·	$14.10	$13.80	$13.96	·	$13.40	$13.61	$15.45	·	$13.01	$13.64	$13.41	·	$14.94	$14.00
Cash Flow / Share	$1.23	·	·	·	$10.42	·	·	·	$2.69	·	·	·	$1.61	·	·	·
Cash / Share	$0.04	·	$0.02	$0.03	$0.10	·	$0.05	$0.07	$0.35	·	$0.30	$0.08	$0.15	·	$0.13	$0.46
Dividend / Share	$0.20	$0.20	$0.20	$0.20	$0.17	$0.17	$0.17	$0.17	$0.17	$0.17	$0.17	$0.17	$0.17	$0.17	$0.17	$0.17
EPS (TTM)	$6.56	·	$10.84	$10.60	$8.83	·	$1.51	$1.31	$1.10	·	$2.34	$0.45	$-2.43	·	$-1.06	$0.76

Valutazione (TTM) 14

Metrica	Q1 2027	Q4 2026	Q3 2026	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
Revenue TTM	$1.68B	·	$1.62B	$1.59B	$1.59B	·	$1.59B	$1.57B	$1.56B	·	$1.51B	$1.50B	$1.51B	·	$1.02B	$778M
Net Income TTM	$198M	·	$322M	$314M	$260M	·	$126M	$120M	$113M	·	$85M	$37M	$-49M	·	$-32M	$9M
Market Cap	$4.07B	·	$3.15B	$3.39B	$2.72B	·	$2.78B	$2.48B	$2.50B	·	$1.23B	$1.23B	$873M	·	$1.04B	$1.06B
Enterprise Value	$4.55B	·	$3.68B	$3.96B	$3.29B	·	$3.66B	$3.40B	$3.42B	·	$2.21B	$2.23B	$1.91B	·	$2.06B	$2.30B
P/E	20.7	·	9.7	10.7	10.3	·	61.7	63.5	76.3	·	21.0	109.1	-14.4	·	-39.3	56.1
P/S	2.4	·	1.9	2.1	1.7	·	1.7	1.6	1.6	·	0.8	0.8	0.6	·	1.0	1.4
P/B	3.0	·	2.4	2.6	2.2	·	2.7	2.5	2.6	·	1.3	1.4	1.0	·	1.2	1.2
P / Tangible Book	15.8	·	16.6	20.3	28.3	·	·	·	·	·	·	·	·	·	7.5	8.8
P / Cash Flow	109.5	·	·	·	8.6	·	·	·	34.8	·	·	·	18.6	·	·	·
EV / Revenue	2.7	·	2.3	2.5	2.1	·	2.3	2.2	2.2	·	1.5	1.5	1.3	·	2.0	3.0
Dividend Yield	0.59%	·	0.70%	0.63%	0.75%	·	0.93%	1.1%	1.3%	·	2.7%	2.4%	3.0%	·	1.6%	1.6%
Earnings Yield	4.8%	·	10.3%	9.4%	9.7%	·	1.6%	1.6%	1.3%	·	4.8%	0.92%	-7.0%	·	-2.5%	1.8%
Payout Ratio	11.5%	·	·	·	3.0%	·	·	·	19.9%	·	·	·	27.5%	·	·	·
Annual Payout	$24M	·	$22M	$21M	$20M	·	$26M	$29M	$31M	·	$34M	$30M	$26M	·	$17M	$17M

Periodo più recente a sinistra · valori nulli mostrati come ·

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

16

Metrica	2026-02-28	2025-02-28	2024-02-29	2023-02-28	2022-02-28
Ricavi	$1.65B	$1.58B	$1.54B	$1.32B	$526M
Margine Lordo %	23.9%	24.2%	23.6%	22.4%	24.9%
Margine Operativo %	16.0%	15.0%	14.4%	13.1%	12.6%
Utile netto	$317M	$129M	$102M	$-53M	$84M
EPS Diluito	$10.50	$1.79	$3.46	$-2.45	$3.35

Metrica	2026-02-28	2025-02-28	2024-02-29	2023-02-28	2022-02-28
Debito / Patrimonio Netto	0.4	0.8	1.4	1.2	0.3
Rapporto corrente	1.7	1.7	1.9	2.2	2.6
Quick Ratio	0.6	0.6	0.8	1.0	1.2

Metrica	2026-02-28	2025-02-28	2024-02-29	2023-02-28	2022-02-28
Flusso di cassa libero	$445M	$134M	$149M	$34M	$58M

Proprietari istituzionali (13F) 387 filer · $4.4B 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 387

Valore detenuto $4.4B

Nuove posizioni 56

Posizioni chiuse 29

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
56 (-10 vs trimestre precedente)	29 (-4 vs trimestre precedente)	135 (+14 vs trimestre precedente)	118 (+17 vs trimestre precedente)	+581K

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.	$719.875.691	4.642.862	16,34%	Azioni
VANGUARD GROUP INC	$359.842.917	3.357.370	8,17%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$276.264.214	1.781.775	6,27%	Azioni
FMR LLC	$224.868.906	1.450.299	5,10%	Azioni
Capital International Investors	$213.311.278	1.375.758	4,84%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$201.707.181	1.300.917	4,58%	Azioni
STATE STREET CORP	$185.395.275	1.195.870	4,21%	Azioni
Invesco Ltd.	$145.067.881	935.620	3,29%	Azioni
DIMENSIONAL FUND ADVISORS LP	$143.377.527	924.752	3,25%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$120.192.094	775.035	2,73%	Azioni
MORGAN STANLEY	$90.624.346	584.482	2,06%	Azioni
Capital World Investors	$78.122.718	503.855	1,77%	Azioni
Copeland Capital Management, LLC	$67.533.283	435.558	1,53%	Azioni
NORTHERN TRUST CORP	$59.075.912	381.012	1,34%	Azioni
WESTWOOD HOLDINGS GROUP INC	$56.996.689	367.602	1,29%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$56.754.812	366.042	1,29%	Azioni
GAMCO INVESTORS, INC. ET AL	$52.560.555	338.991	1,19%	Azioni
Harvey Partners, LLC	$50.102.392	323.137	1,14%	Azioni
FEDERATED HERMES, INC.	$44.313.290	285.800	1,01%	Azioni
SEB Asset Management AB	$42.250.889	272.499	0,96%	Azioni
SEGALL BRYANT & HAMILL, LLC	$41.749.848	269.267	0,95%	Azioni
AMERIPRISE FINANCIAL INC	$41.682.166	268.830	0,95%	Azioni
FULLER & THALER ASSET MANAGEMENT, INC.	$40.143.532	258.907	0,91%	Azioni
Bank of New York Mellon Corp	$35.818.157	231.010	0,81%	Azioni
KENNEDY CAPITAL MANAGEMENT LLC	$35.733.288	230.463	0,81%	Azioni
Boston Partners	$34.318.187	222.294	0,78%	Azioni
VANGUARD FIDUCIARY TRUST CO	$33.061.932	213.234	0,75%	Azioni
BANK OF AMERICA CORP /DE/	$32.505.303	209.644	0,74%	Azioni
KING LUTHER CAPITAL MANAGEMENT CORP	$28.345.621	182.816	0,64%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$26.249.345	169.296	0,60%	Azioni
Allspring Global Investments Holdings, LLC	$26.039.729	173.714	0,59%	Azioni
GABELLI FUNDS LLC	$25.935.214	167.270	0,59%	Azioni
Balyasny Asset Management L.P.	$24.545.966	158.310	0,56%	Azioni
TWO SIGMA INVESTMENTS, LP	$24.154.464	155.785	0,55%	Azioni
Aberdeen Group plc	$24.075.079	155.273	0,55%	Azioni
GOLDMAN SACHS GROUP INC	$22.167.514	142.970	0,50%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$21.846.390	140.899	0,50%	Azioni
Qube Research & Technologies Ltd	$21.658.314	139.686	0,49%	Azioni
Nuveen, LLC	$21.369.639	137.825	0,48%	Azioni
Public Sector Pension Investment Board	$19.227.595	124.009	0,44%	Azioni
JPMORGAN CHASE & CO	$18.511.676	120.083	0,42%	Azioni
CRAWFORD INVESTMENT COUNSEL INC	$17.088.562	110.213	0,39%	Azioni
Robeco Schweiz AG	$16.912.079	109.075	0,38%	Azioni
ALGERT GLOBAL LLC	$13.728.127	88.540	0,31%	Azioni
FIRST TRUST ADVISORS LP	$12.477.338	80.473	0,28%	Azioni
NORDEA INVESTMENT MANAGEMENT AB	$12.381.329	79.895	0,28%	Azioni
ENVESTNET ASSET MANAGEMENT INC	$12.078.635	77.902	0,27%	Azioni
TUDOR INVESTMENT CORP ET AL	$11.540.992	74.434	0,26%	Azioni
RHUMBLINE ADVISERS	$11.132.104	71.797	0,25%	Azioni
JANUS HENDERSON GROUP PLC	$11.046.653	88.273	0,25%	Azioni

Mostra tutti i 387 proprietari istituzionali →

Attivisti e proprietari del 5%+ 1 partecipazione

18

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

Depositante	Depositato	Partecipazione	Stato	Scopo	Deposito
AZZ incorporated (2), Arbor-Crowley, Inc. (2), Big Kettle Merger Sub, Inc. (2) ×3 depositi	06 Luglio 2010	·	Deposito iniziale	M&A / vendita	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 54 insider · 28 dirigenti · 20 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Thomas E Ferguson	President and CEO	30 Giugno 2026 J	201.827	1	$-3.182.250
Jason Crawford	Chief Financial Officer	30 Giugno 2026 J	19.022	0	$0
Philip A Schlom	SVP, Chief Financial Officer	09 Maggio 2024 M	22.023	0	$0
Paul Wesley Fehlman	SVP & CFO	27 Aprile 2020 M	16.295	0	$0
Todd Michael Bella	President-Metal Coatings	27 Aprile 2026 A	6.440	0	$0
Ken Lavelle	President & GM - Electrical	17 Ottobre 2022 P	24.361	0	$0
Gary L. Hill	COO - Infrastructure Solutions	01 Luglio 2022 A	22.622	0	$0
Tara D Mackey	Chief Legal Officer	30 Giugno 2026 J	31.405	4	$-1.056.830
Kurt L. Russell	Chief Strategy Officer	12 Agosto 2025 S	16.804	0	$0
Tiffany Moseley	Chief Accounting Officer	30 Giugno 2024 P	1.654	0	$0
Matthew Varley Emery	Chief Information & HR Officer	09 Maggio 2024 M	30.823	0	$0
Chris M. Bacius	VP, Corporate Development	22 Maggio 2022 M	22.154	0	$0
Michael Doucet	SVP-Surface Technologies	22 Maggio 2020 M	2.259	0	$0
James Drew Byelick	VP & Chief Accounting Officer	30 Giugno 2019 A	2.965	0	$0
Timothy E Pendley	SVP GALVANIZING	03 Aprile 2018	·	0	$0
Robert Joseph Steines	VP & Chief Accounting Officer	27 Aprile 2017 A	3.908	0	$0
Debbie Romine Forester	VP, Human Resources	08 Settembre 2015 P	370	0	$0
Francis D Quinn	Vice President	22 Gennaio 2015 M	3.590	0	$0
Ashok Kolady	SVP Electrical	28 Aprile 2014 D	13.408	0	$0
Eugene Jackson Bazemore JR	VP Corporate Development	03 Marzo 2014 P	210	0	$0
William G Estes	Vice President	31 Ottobre 2012 S	8.630	0	$0
John Scott Lincoln	Vice President	04 Settembre 2012 P	9.289	0	$0
Clement H Watson	VP SALES & MARKETING	06 Luglio 2012 M	8.762	0	$0
John A Petitto	Vice President	09 Marzo 2011 M	1.421	0	$0
Darren Lloyd Caldwell	VP Operations Elec&Ind	07 Marzo 2011 P	64	0	$0
John V Petro	SENIOR VP OPERATIONS	02 Marzo 2011 M	3.504	0	$0
Robert D Ruffin	Vice President Human Resources	11 Marzo 2008 A	0	0	$0
Fred L Wright	Senior Vice President	26 Aprile 2007 S	44	0	$0
Aaron M Schapper	Direttore	07 Luglio 2026 A	937	0	$0
Carol R Jackson	Direttore	07 Luglio 2026 A	11.145	0	$0
Ed Mcgough	Direttore	07 Luglio 2026 A	20.306	0	$0
Clive A Grannum	Direttore	07 Luglio 2026 A	11.145	0	$0
Steven R. Purvis	Direttore	07 Luglio 2026 A	23.862	0	$0
Charles L. Treadway	Direttore	07 Luglio 2026 A	937	0	$0
BERCE DANIEL E	Direttore	07 Luglio 2026 A	59.290	0	$0
Daniel R Feehan	Direttore	08 Luglio 2025 A	80.003	0	$0
Venita Mccellon-Allen	Direttore	11 Luglio 2023 A	23.079	0	$0
Wallace P Eisman	Direttore	11 Luglio 2023 A	21.079	0	$0
Kevern R Joyce	Direttore	08 Luglio 2020 A	66.594	0	$0
Stephen E Pirnat	Direttore	09 Luglio 2019 A	11.543	0	$0
Kirk H Downey	Direttore	10 Maggio 2017 S	9.156	0	$0
Martin C Bowen	Direttore	14 Agosto 2015 S	43.539	0	$0
Peter A Hegedus	Direttore	14 Luglio 2015 A	28.487	0	$0
Sam Rosen	Direttore	14 Novembre 2014 S	40.160	0	$0
Robert J Schumacher	Direttore	27 Aprile 2007 M	22.885	0	$0
JOHNSON ROBERT J/TX	Direttore	17 Aprile 2007 S	100	0	$0
W C Walker	Direttore	14 Giugno 2004 G	5.000	0	$0
Bryan Lee Stovall	·	14 Agosto 2026 S	35.000	1	$-401.737
Jeffrey Vellines	·	11 Agosto 2026 S	1.834	1	$-647.981
Rhonda Davenport	·	04 Agosto 2026 A	·	0	$0
Dana Perry	·	30 Luglio 2014 A	497.241	0	$0
David H Dingus	·	15 Ottobre 2013 S	192.938	0	$0
Richard W Butler	·	07 Agosto 2013 S	0	0	$0
Jim Stricklen	·	25 Gennaio 2013 S	12.054	0	$0

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

Proprietà ETF Posseduti da 64 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
SAWS · ETF Series Solutions	1,51%	815 NS	31 Luglio 2026	N-PORT
SOVF · Elevation Series Trust	1,41%	8.510 NS	31 Luglio 2026	N-PORT
PRN · Invesco Exchange-Traded Fund Trust	1,35%	35.769 SH	01 Ottobre 2026	Giornaliero
PSCI · Invesco Exchange-Traded Fund Trust …	1,33%	26.261 SH	01 Ottobre 2026	Giornaliero
XSHQ · Invesco Exchange-Traded Fund Trust …	1,09%	23.218 SH	01 Ottobre 2026	Giornaliero
CAFG · Pacer Funds Trust	1,08%	2.251 NS	31 Luglio 2026	N-PORT
ABFL · Abacus FCF ETF Trust	0,98%	35.727 NS	31 Luglio 2026	N-PORT
JSML · Janus Detroit Street Trust	0,97%	24.347 NS	31 Luglio 2026	N-PORT
RZG · Invesco Exchange-Traded Fund Trust	0,83%	7.376 SH	01 Ottobre 2026	Giornaliero
JSMD · Janus Detroit Street Trust	0,79%	57.499 NS	31 Luglio 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,51%	35.567 SH	19 Agosto 2026	Giornaliero
FYC · First Trust Exchange-Traded AlphaDE…	0,50%	45.282 NS	31 Luglio 2026	N-PORT
QIDX · Spinnaker ETF Series	0,41%	1.105 NS	31 Luglio 2026	N-PORT
CALF · Pacer Funds Trust	0,41%	103.757 NS	31 Luglio 2026	N-PORT
ESSC · Strategy Shares	0,39%	969 NS	31 Luglio 2026	N-PORT
DWAS · Invesco Exchange-Traded Fund Trust …	0,37%	11.306 SH	01 Ottobre 2026	Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe…	0,37%	7.205 SH	01 Ottobre 2026	Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,29%	11.827 NS	31 Luglio 2026	N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS	0,28%	32.267 SH	19 Agosto 2026	Giornaliero
IWO · iShares Trust	0,27%	282.412 SH	11 Settembre 2026	Giornaliero
EBIT · Harbor ETF Trust	0,27%	222 NS	31 Luglio 2026	N-PORT
QVMS · Invesco Exchange-Traded Fund Trust …	0,26%	4.483 SH	30 Settembre 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,25%	104.469 SH	19 Agosto 2026	Giornaliero
BKSE · BNY Mellon ETF Trust	0,19%	1.142 NS	31 Luglio 2026	N-PORT
FYX · First Trust Exchange-Traded AlphaDE…	0,18%	16.878 NS	31 Luglio 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,16%	7.677 NS	31 Luglio 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,15%	29.158 SH	01 Ottobre 2026	Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS	0,14%	173.542 SH	19 Agosto 2026	Giornaliero
IWM · iShares Trust	0,13%	768.181 SH	11 Settembre 2026	Giornaliero
NUSC · Nushares ETF Trust	0,13%	11.894 NS	31 Luglio 2026	N-PORT
DFAT · Dimensional ETF Trust	0,13%	128.258 NS	31 Luglio 2026	N-PORT
ISCG · iShares Trust	0,13%	8.968 SH	11 Settembre 2026	Giornaliero
ESML · iShares Trust	0,13%	26.079 SH	11 Settembre 2026	Giornaliero
FSMD · FIDELITY COVINGTON TRUST	0,11%	19.587 NS	31 Luglio 2026	N-PORT
RWJ · Invesco Exchange-Traded Fund Trust …	0,11%	15.350 SH	01 Ottobre 2026	Giornaliero
FAD · First Trust Exchange-Traded AlphaDE…	0,10%	4.101 NS	31 Luglio 2026	N-PORT
DFAS · Dimensional ETF Trust	0,09%	99.897 NS	31 Luglio 2026	N-PORT
VBR · VANGUARD INDEX FUNDS	0,09%	415.025 SH	19 Agosto 2026	Giornaliero
VFMO · VANGUARD WELLINGTON FUND	0,07%	9.338 SH	19 Agosto 2026	Giornaliero
TEXN · iShares Trust	0,07%	92 SH	11 Settembre 2026	Giornaliero
VIS · VANGUARD WORLD FUND	0,06%	34.490 SH	19 Agosto 2026	Giornaliero
FIDU · FIDELITY COVINGTON TRUST	0,06%	9.284 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,05%	342.849 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,05%	654.022 SH	19 Agosto 2026	Giornaliero
WSML · iShares Trust	0,04%	1.738 SH	08 Settembre 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,02%	66.496 NS	31 Luglio 2026	N-PORT
DFUV · Dimensional ETF Trust	0,01%	15.283 NS	31 Luglio 2026	N-PORT
DCOR · Dimensional ETF Trust	0,01%	2.767 NS	31 Luglio 2026	N-PORT
DFSU · Dimensional ETF Trust	0,01%	1.584 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,01%	905.306 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,01%	2.524 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,01%	6.666 SH	19 Agosto 2026	Giornaliero
TILT · FlexShares Trust	0,01%	1.422 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,01%	6.219 NS	31 Luglio 2026	N-PORT
DFUS · Dimensional ETF Trust	0,01%	8.564 NS	31 Luglio 2026	N-PORT
IWV · iShares Trust	0,01%	8.622 SH	11 Settembre 2026	Giornaliero
ITOT · iShares Trust	0,01%	37.294 SH	11 Settembre 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,00%	140 NS	31 Luglio 2026	N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	23.068 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	1.823.529 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	282.678 SH	09 Settembre 2026	Giornaliero
XJR · iShares Trust	·	4.135 SH	31 Agosto 2026	Giornaliero
SVAL · iShares Trust	·	4.250 SH	03 Settembre 2026	Giornaliero
ISCB · iShares Trust	·	1.269 SH	11 Settembre 2026	Giornaliero

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

21

rating · 15 analisti COMPRA

Target mediano $168.00 +20,5%

3 20,0% Acquisto forte

6 40,0% Compra

6 40,0% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

9 analisti · 2026-09-30

Target medio $164.00 +17,7%

← Sotto tutti i target Prezzo attuale $139.39

Basso$144.00 Media$164.00 Alto$200.00

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
AZZ	$4.06B	13.0	4.6%	19.2%	24.0%	23.9%
CSW	$4.66B	38.9	23.2%	10.3%	10.3%	41.9%
FBIN	$6.16B	20.8	-3.2%	6.7%	12.6%	·
TREX	$3.71B	19.7	2.0%	16.2%	18.8%	39.2%
UFPI	$5.25B	18.6	-5.0%	4.7%	9.4%	16.8%
GFF	$3.53B	69.9	-4.0%	2.0%	35.4%	42.0%
REZI	$5.27B	-9.3	10.5%	-7.0%	-19.1%	29.4%
HAYW	$3.36B	22.7	6.7%	13.5%	9.8%	48.0%
MBC	$1.43B	53.7	1.3%	0.98%	2.0%	30.3%
ROCK	$1.70B	-33.4	11.0%	-3.9%	-4.5%	26.9%
NX	$649M	-2.6	43.8%	-13.7%	-29.0%	·

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

26

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

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

AZZ AZZ Inc.

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

AZZ 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) 387 filer · $4.4B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 1 partecipazione

Insider aziendali 54 insider · 28 dirigenti · 20 direttori

Proprietà ETF Posseduti da 64 ETF

AZZ 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

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