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

03

Prezzo $67.35

Capitalizzazione di Mercato (MRQ) $8.10B

P/E (TTM) 10.6

EPS (TTM) $6.37

Ricavi (TTM) $11.09B

Rendimento div. 3.4%

ROE (TTM) 68.6%

D/E Debito/Patrimonio (MRQ) 3.3

Intervallo 52 sett. $60–$109

BAH 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$11.22B

2017-03-31 → 2026-03-31

EPS$6.90

2017-03-31 → 2026-03-31

Flusso di cassa libero$951M

2017-03-31 → 2026-03-31

Margine netto7.0%

2019-03-31 → 2026-03-31

Valutazione e Rapporti 07–12

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

Metrica	BAH	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	10.6media 5 anni ≈25.9	≈25.9	19.1	Sottovalutato
P/S (TTM)	0.7media 5 anni ≈1.3	≈1.3	0.9	Sottovalutato
P/B (MRQ)	6.7media 5 anni ≈12.7	≈12.7	3.1	Sopravvalutato
EV / EBITDA	9.5media 5 anni ≈16.0	≈16.0	15.0	Sottovalutato
Prezzo / FCF (TTM)	7.3media 5 anni ≈33.1	≈33.1	·	·
Prezzo / Flusso di cassa (TTM)	6.7media 5 anni ≈26.5	≈26.5	12.4	Sottovalutato
EV / Revenue (EV / Ricavi)	1.0media 5 anni ≈1.6	≈1.6	·	·
EV / FCF	11.9media 5 anni ≈38.9	≈38.9	·	·
Prezzo / Valore contabile tangibile (MRQ)	13.4	·	·	·
PEG Ratio	≈1.1	·	·	·

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	BAH	media 5 anni	Mediana dei peer	Verdetto
Margine Operativo (TTM)	9.5%media 5 anni ≈8.6%	≈8.6%	8.8%	In linea
Margine EBITDA (TTM)	11.0%media 5 anni ≈10.2%	≈10.2%	9.2%	Di prim'ordine
Margine ante imposte (TTM)	8.1%media 5 anni ≈7.4%	≈7.4%	6.8%	Di prim'ordine
Margine di Profitto Netto (TTM)	7.0%media 5 anni ≈5.9%	≈5.9%	5.5%	Di prim'ordine
ROA (TTM)	10.5%media 5 anni ≈9.4%	≈9.4%	4.7%	Di prim'ordine
ROE (TTM)	68.6%media 5 anni ≈59.3%	≈59.3%	11.5%	Di prim'ordine
ROIC	20.2%media 5 anni ≈16.0%	≈16.0%	13.1%	Di prim'ordine

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	BAH	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	3.3media 5 anni ≈3.3	≈3.3	1.1	Debito elevato
Rapporto corrente (MRQ)	1.6media 5 anni ≈1.6	≈1.6	1.6	In linea
Quick Ratio	1.7media 5 anni ≈1.5	≈1.5	1.3	Liquidità elevata
Debito a lungo termine / Patrimonio netto (MRQ)	3.3media 5 anni ≈3.2	≈3.2	1.1	Debito elevato

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

Metrica	BAH	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	-6.4%media 5 anni ≈7.7%	≈7.7%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	6.6%media 5 anni ≈10.0%	≈10.0%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	7.4%	·	·	·
EPS YoY	-4.8%media 5 anni ≈23.4%	≈23.4%	·	·
Net Income YoY (Utile Netto YoY)	-9.0%media 5 anni ≈20.6%	≈20.6%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	50.3%media 5 anni ≈26.7%	≈26.7%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	9.6%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	46.3%media 5 anni ≈24.1%	≈24.1%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	6.9%	·	·	·

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

Metrica	BAH	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$6.90media 5 anni ≈$4.84	≈$4.84	·	·
Revenue / Share (Ricavi / Azione)	$91.66media 5 anni ≈$79.67	≈$79.67	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$8.51media 5 anni ≈$5.67	≈$5.67	·	·
Cash / Share (Liquidità / Azione)	$6.05media 5 anni ≈$5.15	≈$5.15	·	·

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

Metrica	BAH	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	1.6media 5 anni ≈1.6	≈1.6	1.1	Di prim'ordine
Receivables Turnover (Rotazione dei crediti)	5.2media 5 anni ≈5.5	≈5.5	6.0	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$363.0K	·	·	·

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

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

13

Dividend Yield3.4%

Rapporto di Distribuzione Utili32.4%

Pagamento annualizzato≈$2.36Pagato trimestralmente

CAGR Dividendi 5Y≈12.2%Per azione, rettificato per lo split

Striscia di crescita≈10Anni consecutivi di crescita dei dividendi

Data ex-dividendo	Importo	Valuta	Rendimento
Ago 14, 2026	$0,59	USD	≈3.0%
Giu 10, 2026	$0,59	USD	≈2.9%
Feb 13, 2026	$0,59	USD	≈2.8%
Nov 14, 2025	$0,55	USD	≈2.7%
Ago 14, 2025	$0,55	USD	≈2.0%
Giu 11, 2025	$0,55	USD	≈2.1%
Feb 14, 2025	$0,55	USD	≈1.8%
Nov 15, 2024	$0,51	USD	≈1.4%
Ago 14, 2024	$0,51	USD	≈1.4%
Giu 13, 2024	$0,51	USD	≈1.3%
Feb 9, 2024	$0,51	USD	≈1.3%
Nov 14, 2023	$0,47	USD	≈1.5%
Ago 14, 2023	$0,47	USD	≈1.5%
Giu 14, 2023	$0,47	USD	≈1.7%
Feb 9, 2023	$0,47	USD	≈1.8%
Nov 14, 2022	$0,43	USD	≈1.6%
Ago 12, 2022	$0,43	USD	≈1.7%
Giu 14, 2022	$0,43	USD	≈2.0%
Feb 10, 2022	$0,43	USD	≈2.1%
Nov 12, 2021	$0,37	USD	≈1.6%

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

14

Sorpresa media 16.9%

Prossimo report Ott 22, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
31 Dicembre 2026	Mag 22, 2026	$1.78	$1.35	31.8%
30 Giugno 2026		$1.81	$1.51	20.1%
31 Marzo 2026		$1.78	$1.35	31.8%
31 Dicembre 2025		$1.77	$1.30	35.8%
30 Settembre 2025		$1.49	$1.53	-2.6%
30 Giugno 2025		$1.48	$1.46	1.1%
31 Marzo 2025		$1.61	$1.61	0.21%

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
Revenue	$11.22B	$11.98B	$10.66B	$9.26B	$8.36B	$7.86B	$7.46B	$6.70B	$6.17B	$5.81B
Cost of Revenue	$5.30B	$5.42B	$4.92B	$4.30B	$3.90B	$3.66B	$3.38B	$3.10B	$2.87B	$2.68B
SG&A Expense	$1.27B	$1.25B	$1.28B	$1.53B	$1.16B	$1.04B	$1.04B	$928M	$856M	$814M
Operating Expenses	$10.18B	$10.61B	$9.65B	$8.81B	$7.68B	$7.10B	$6.79B	$6.10B	$5.65B	$5.30B
Operating Income	$1.03B	$1.37B	$1.01B	$447M	$685M	$754M	$669M	$602M	$520M	$506M
Interest Expense	·	·	$173M	$120M	$92M	$81M	$97M	$90M	$82M	$62M
Other Non-op	$13M	$17M	$-13M	$31M	$11M	$-11M	$7M	$3M	$-7M	$-18M
Pretax Income	$862M	$1.22B	$854M	$368M	$604M	$662M	$579M	$515M	$430M	$426M
Income Tax	$11M	$284M	$248M	$97M	$137M	$53M	$97M	$97M	$128M	$165M
Net Income	$851M	$935M	$606M	$272M	$467M	$609M	$483M	$419M	$302M	$261M
EPS (Basic)	$6.92	$7.28	$4.61	$2.04	$3.46	$4.40	$3.43	$2.94	$2.05	$1.74
EPS (Diluted)	$6.90	$7.25	$4.59	$2.03	$3.44	$4.37	$3.41	$2.91	$2.03	$1.72
Shares (Basic)	122,071,669	127,763,166	130,366,501	132,161,646	134,134,034	137,722,589	140,059,494	141,910,799	145,964,574	148,218,968
Shares (Diluted)	122,375,151	128,290,417	130,815,903	132,716,436	134,850,808	138,703,220	141,238,135	143,156,176	147,750,022	150,274,640
EBITDA	$1.20B	$1.53B	$1.18B	$612M	$831M	$839M	$750M	$671M	$585M	$544M

Stato Patrimoniale 27

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Cash & Equivalents	$728M	$885M	$554M	$405M	$696M	$991M	$742M	$284M	$287M	$217M
Receivables	$2.06B	$2.27B	$2.05B	$1.77B	$1.62B	$1.41B	$1.46B	$1.33B	$1.13B	$992M
Prepaid Expense	$170M	$157M	$138M	$108M	$127M	$233M	$127M	$85M	$71M	$85M
Current Assets	$2.96B	$3.31B	$2.74B	$2.29B	$2.45B	$2.64B	$2.33B	$1.70B	$1.49B	$1.29B
PP&E (Net)	$171M	$177M	$188M	$195M	$202M	$205M	$208M	$172M	$152M	$139M
PP&E (Gross)	$489M	$458M	$499M	$489M	$457M	$440M	$480M	$496M	$446M	$452M
Accum. Depreciation	$318M	$281M	$311M	$294M	$255M	$235M	$272M	$323M	$293M	$313M
Goodwill	$2.40B	$2.40B	$2.34B	$2.34B	$2.02B	$1.58B	$1.58B	$1.58B	$1.58B	$1.57B
Intangibles	$509M	$563M	$601M	$686M	$647M	$307M	$301M	$287M	$279M	$272M
Other Non-current Assets	$637M	$344M	$291M	$282M	$449M	$531M	$135M	$92M	$103M	$86M
Total Assets	$7.12B	$7.31B	$6.56B	$6.55B	$6.03B	$5.50B	$4.79B	$3.83B	$3.61B	$3.37B
Accounts Payable	$909M	$987M	$1.05B	$1.32B	$903M	$667M	$698M	$665M	$558M	$504M
Accrued Liabilities	$35M	$33M	$20M	$719M	$363M	$295M	$265M	$247M	$218M	$235M
Current Liabilities	$1.66B	$1.85B	$1.69B	$1.90B	$1.53B	$1.29B	$1.33B	$1.18B	$1.03B	$1.10B
Capital Leases	$139M	$180M	$182M	$198M	$247M	$263M	$270M	$0	·	·
Deferred Tax	·	·	·	$0	$240M	$364M	$88M	$33M	$7M	$0
Other Non-current Liabilities	$290M	$368M	$293M	$140M	$147M	$231M	$244M	$231M	$241M	$216M
Total Liabilities	$6.01B	$6.31B	$5.52B	$5.56B	$4.98B	$4.43B	$3.94B	$3.16B	$3.04B	$2.80B
Long-term Debt	$3.94B	$4.00B	$3.41B	$2.81B	$2.80B	$2.36B	$2.19B	$1.76B	$1.82B	$1.66B
Total Debt	$3.94B	$4.00B	$3.41B	$2.81B	$2.80B	$2.36B	$2.19B	$1.76B	$1.82B	$1.66B
Common Stock	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M
Retained Earnings	$3.64B	$3.07B	$2.40B	$2.05B	$2.02B	$1.76B	$1.33B	$995M	$691M	$478M
Treasury Stock	$3.67B	$3.08B	$2.28B	$1.86B	$1.64B	$1.22B	$898M	$711M	$461M	$192M
AOCI	$-23M	$-29M	$10M	$29M	$9M	$-30M	$-46M	$-11M	$-15M	$-17M
Stockholders' Equity	$1.10B	$1.00B	$1.05B	$992M	$1.05B	$1.07B	$856M	$675M	$562M	$585M
Liabilities + Equity	$7.12B	$7.31B	$6.56B	$6.55B	$6.03B	$5.50B	$4.79B	$3.83B	$3.61B	$3.37B
Shares Outstanding	120,341,320	124,879,004	129,643,123	131,637,588	132,584,348	162,950,606	138,719,921	140,027,853	143,446,539	148,887,708

Flusso di cassa 19

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
D&A	$163M	$165M	$164M	$165M	$146M	$84M	$81M	$69M	$65M	$60M
Stock-based Comp	$69M	$94M	$95M	$80M	$70M	$60M	$43M	$31M	$23M	$21M
Deferred Tax	$35M	$-91M	$-101M	$-354M	$-130M	$232M	$65M	$23M	$9M	$21M
Amort. of Intangibles	$95M	$95M	$93M	$94M	$76M	$19M	$22M	$21M	$21M	$18M
Other Non-cash	$-77M	$-94M	$-505M	$439M	$184M	$-266M	$-121M	$-42M	$-38M	$33M
Operating Cash Flow	$1.04B	$1.01B	$259M	$603M	$737M	$719M	$551M	$500M	$369M	$382M
CapEx	$90M	$98M	$67M	$76M	$80M	$87M	$128M	$95M	$78M	$54M
Investing Cash Flow	$-300M	$-218M	$-91M	$-468M	$-868M	$-158M	$-128M	$-89M	$-96M	$-301M
Debt Issued	·	$644M	$636M	$415M	$487M	$691M	$498M	$102M	$468M	$1.02B
Net Debt Issued	·	$644M	$636M	$415M	$487M	$691M	$498M	$102M	$468M	$1.02B
Stock Issued	$45M	$38M	$44M	$25M	$23M	$19M	$15M	$11M	$9M	$6M
Stock Repurchased	$598M	$812M	$404M	$224M	$419M	$313M	$182M	$253M	$270M	$47M
Net Stock Activity	$-553M	$-779M	$-375M	$-199M	$-395M	$-294M	$-167M	$-242M	$-261M	$-40M
Dividends Paid	$276M	$268M	$254M	$236M	$209M	$181M	$147M	$114M	$103M	$93M
Financing Cash Flow	$-898M	$-460M	$-19M	$-426M	$-164M	$-311M	$35M	$-413M	$-203M	$-51M
Net Change in Cash	$-157M	$331M	$149M	$-291M	$-295M	$249M	$458M	$-3M	$70M	$30M
Taxes Paid	$103M	$379M	$336M	$256M	$127M	$177M	$110M	$53M	$128M	$90M
Free Cash Flow	$951M	$911M	$192M	$527M	$657M	$631M	$423M	$405M	$291M	$328M
Levered FCF	·	·	$69M	$438M	$585M	$557M	$343M	$332M	$233M	$290M

Redditività 7

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Operating Margin	9.2%	11.4%	9.5%	4.8%	8.2%	9.6%	9.0%	9.0%	·	·
Net Margin	7.6%	7.8%	5.7%	2.9%	5.6%	7.8%	6.5%	6.2%	·	·
Pretax Margin	7.7%	10.2%	8.0%	4.0%	7.2%	8.4%	7.8%	7.7%	·	·
EBITDA Margin	10.7%	12.8%	11.0%	6.6%	9.9%	10.7%	10.1%	10.0%	·	·
ROA	11.8%	13.5%	9.2%	4.3%	8.1%	11.8%	11.2%	11.2%	8.8%	7.9%
ROE	81.0%	84.5%	59.4%	26.7%	45.1%	59.6%	54.5%	62.0%	53.5%	51.4%
ROIC	20.2%	21.0%	16.1%	8.7%	13.8%	20.2%	18.3%	20.1%	15.3%	13.3%

Liquidità e Solvibilità 5

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Current Ratio	1.8	1.8	1.6	1.2	1.6	2.0	1.8	1.4	1.4	1.2
Quick Ratio	1.7	1.7	1.5	1.1	1.5	1.9	1.7	1.4	1.4	1.1
Debt / Equity	3.6	4.0	3.3	2.8	2.7	2.2	2.6	2.6	3.3	2.9
LT Debt / Equity	3.5	3.9	3.2	2.8	2.6	2.1	2.3	2.5	3.2	2.6
Interest Coverage	·	·	5.9	3.7	7.4	9.3	6.9	6.7	6.3	7.8

Efficienza 2

Metrica	Tendenza	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Asset Turnover		1.6	1.7	1.6	1.5	1.5	1.5	1.7	1.8	·	·
Receivables Turnover		5.2	5.5	5.6	5.4	5.5	5.5	5.4	5.4	·	·

Per Azione 6

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Book Value / Share	$9.18	$8.03	$8.07	$7.54	$7.89	$7.86	$6.17	$4.82	$3.87	·
Revenue / Share	$91.66	$93.38	$81.50	$69.76	$62.02	$56.66	$52.85	$46.83	·	·
Cash Flow / Share	$8.51	$7.87	$1.98	$4.54	$5.46	$5.18	$3.90	$3.49	$2.50	$2.54
Cash / Share	$6.05	$7.09	$4.28	$3.08	$5.25	$7.27	$5.35	$2.03	$2.00	·
Dividend Paid / Share	$2.24	$2.08	$1.92	$1.76	$1.54	$1.30	$1.04	$0.80	$0.70	·
EPS (TTM)	$6.90	$7.25	$4.59	$2.03	$3.44	$4.37	$3.41	$2.91	$2.03	$1.72

Tassi di Crescita 10

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Revenue YoY	-6.4%	12.4%	15.2%	10.7%	6.4%	·	·	·	·	·
Revenue CAGR 3Y	6.6%	12.7%	10.7%	·	·	·	·	·	·	·
Revenue CAGR 5Y	7.4%	·	·	·	·	·	·	·	·	·
EPS YoY	-4.8%	58.0%	126.1%	-41.0%	-21.3%	·	·	·	·	·
EPS CAGR 3Y	50.3%	28.2%	1.7%	·	·	·	·	·	·	·
EPS CAGR 5Y	9.6%	·	·	·	·	·	·	·	·	·
Net Income YoY	-9.0%	54.3%	122.8%	-41.7%	-23.4%	·	·	·	·	·
Net Income CAGR 3Y	46.3%	26.1%	-0.16%	·	·	·	·	·	·	·
Net Income CAGR 5Y	6.9%	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	8.8%	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 16

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Revenue TTM	$11.22B	$11.98B	$10.66B	$9.26B	$8.36B	$7.86B	$7.46B	$6.70B	$6.17B	$5.81B
Net Income TTM	$851M	$935M	$606M	$272M	$467M	$609M	$483M	$419M	$302M	$261M
Market Cap	$9.39B	$13.06B	$19.24B	$12.20B	$11.65B	$10.97B	$9.52B	$8.14B	$5.55B	·
Enterprise Value	$12.60B	$16.17B	$22.10B	$14.61B	$13.75B	$12.34B	$10.97B	$9.62B	$7.09B	·
P/E	11.3	14.4	32.3	45.7	25.5	18.4	20.1	20.0	19.1	20.6
P/S	0.8	1.1	1.8	1.3	1.4	1.4	1.3	1.2	0.9	·
P/B	8.5	13.0	18.4	12.3	11.1	10.2	11.1	12.1	10.0	·
P / Cash Flow	9.0	12.9	74.3	20.2	15.8	15.3	17.3	16.3	15.0	·
P / FCF	9.9	14.3	100.2	23.2	17.7	17.4	22.5	20.1	19.1	·
EV / EBITDA	10.5	10.5	18.8	23.9	16.5	14.7	14.6	14.3	12.1	·
EV / FCF	13.3	17.8	115.0	27.7	20.9	19.5	25.9	23.7	24.4	·
EV / Revenue	1.1	1.4	2.1	1.6	1.6	1.6	1.5	1.4	1.1	·
Dividend Yield	2.9%	2.1%	1.3%	1.9%	1.8%	1.7%	1.5%	1.4%	1.9%	·
Earnings Yield	8.8%	6.9%	3.1%	2.2%	3.9%	5.4%	5.0%	5.0%	5.2%	4.9%
Payout Ratio	32.4%	28.7%	41.8%	86.7%	44.8%	29.7%	30.4%	27.3%	33.9%	36.8%
Annual Payout	$276M	$268M	$254M	$236M	$209M	$181M	$147M	$114M	$103M	$93M

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	$2.80B	$2.78B	$2.62B	$2.89B	$2.92B	$2.98B	$2.92B	$3.15B	$2.94B	$2.77B	$2.57B	$2.67B	$2.65B	$2.43B	$2.28B	$2.30B
Cost of Revenue	$1.34B	$1.28B	$1.26B	$1.34B	$1.42B	$1.38B	$1.30B	$1.36B	$1.37B	$1.26B	$1.18B	$1.23B	$1.25B	$1.13B	$1.04B	$1.06B
SG&A Expense	$305M	$318M	$317M	$308M	$323M	$350M	$342M	$225M	$329M	$366M	$300M	$301M	$314M	$564M	$422M	$294M
Operating Expenses	$2.52B	$2.52B	$2.39B	$2.61B	$2.67B	$2.70B	$2.63B	$2.60B	$2.69B	$2.51B	$2.32B	$2.40B	$2.42B	$2.48B	$2.22B	$2.08B
Operating Income	$279M	$263M	$230M	$283M	$257M	$275M	$291M	$549M	$255M	$265M	$248M	$267M	$234M	$-43M	$59M	$224M
Interest Expense	·	·	·	·	·	·	·	·	·	·	$47M	$45M	$35M	·	$32M	$28M
Other Non-op	$20M	$8M	$4M	$-2M	$3M	$11M	$-1M	$10M	$-3M	$-25M	$6M	$4M	$2M	$-7M	$15M	$26M
Pretax Income	$251M	$226M	$187M	$233M	$216M	$244M	$248M	$513M	$214M	$220M	$207M	$226M	$201M	$-75M	$41M	$222M
Income Tax	$53M	$21M	$-13M	$58M	$-55M	$51M	$61M	$123M	$49M	$92M	$62M	$55M	$39M	$-6M	$11M	$51M
Net Income	$198M	$205M	$200M	$175M	$271M	$193M	$187M	$390M	$165M	$128M	$146M	$171M	$161M	$-68M	$31M	$171M
EPS (Basic)	$1.63	$1.69	$1.64	$1.42	$2.17	$1.53	$1.46	$3.02	$1.27	$0.99	$1.11	$1.29	$1.22	$-0.51	$0.23	$1.28
EPS (Diluted)	$1.63	$1.69	$1.63	$1.42	$2.16	$1.52	$1.45	$3.01	$1.27	$0.97	$1.11	$1.29	$1.22	$-0.51	$0.23	$1.28
Shares (Basic)	119,965,259	·	121,087,018	122,662,037	124,114,149	·	127,429,723	128,391,878	129,387,052	·	130,121,092	130,792,215	131,031,979	·	132,224,802	132,266,373
Shares (Diluted)	120,185,147	·	121,347,528	122,881,563	124,475,670	·	127,940,137	128,848,077	129,917,263	·	130,489,050	131,133,145	131,530,633	·	132,759,877	132,729,245
EBITDA	$324M	·	$230M	$283M	$297M	·	$291M	$549M	$296M	·	$248M	$267M	$276M	·	$59M	$224M

Stato Patrimoniale 27

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	$540M	$728M	$882M	$816M	$711M	$885M	$454M	$559M	$298M	$554M	$602M	$557M	$210M	·	$371M	$757M
Receivables	$2.32B	$2.06B	$2.05B	$2.22B	$2.29B	$2.27B	$2.22B	$2.23B	$2.28B	$2.05B	$1.97B	$2.01B	$2.10B	·	$1.81B	$1.66B
Prepaid Expense	$180M	$170M	$147M	$188M	$138M	$157M	$169M	$133M	$121M	$138M	$107M	$133M	$98M	·	$107M	$306M
Current Assets	$3.04B	$2.96B	$3.08B	$3.22B	$3.13B	$3.31B	$2.85B	$2.92B	$2.70B	$2.74B	$2.68B	$2.70B	$2.41B	·	$2.29B	$2.72B
PP&E (Net)	$167M	$171M	$163M	$171M	$171M	$177M	$177M	$181M	$186M	$188M	$179M	$179M	$183M	·	$192M	$191M
PP&E (Gross)	·	$489M	·	·	·	$458M	·	·	·	$499M	·	·	·	·	·	·
Accum. Depreciation	·	$318M	·	·	·	$281M	·	·	·	$311M	·	·	·	·	·	·
Goodwill	$2.53B	$2.40B	$2.40B	$2.40B	$2.40B	$2.40B	$2.40B	$2.40B	$2.39B	$2.34B	$2.34B	$2.34B	$2.34B	·	$2.34B	$2.01B
Intangibles	$597M	$509M	$517M	$537M	$549M	$563M	$580M	$598M	$622M	$601M	$619M	$638M	$658M	·	$715M	$607M
Other Non-current Assets	$839M	$637M	$421M	$415M	$411M	$344M	$320M	$312M	$299M	$291M	$302M	$298M	$294M	·	$281M	$476M
Total Assets	$7.61B	$7.12B	$7.05B	$7.15B	$7.17B	$7.31B	$6.82B	$6.88B	$6.64B	$6.56B	$6.47B	$7.16B	$6.77B	·	$6.35B	$6.21B
Accounts Payable	$1.19B	$909M	$866M	$1.00B	$949M	$987M	$946M	$1.03B	$1.14B	$1.05B	$994M	$1.06B	$1.39B	·	$987M	$945M
Accrued Liabilities	$224M	$35M	$24M	$33M	$21M	$33M	$24M	$102M	$477M	$20M	$429M	$453M	$819M	·	$504M	$402M
Current Liabilities	$1.91B	$1.66B	$1.70B	$1.83B	$1.76B	$1.85B	$1.81B	$1.87B	$1.74B	$1.69B	$1.60B	$1.61B	$1.99B	·	$1.58B	$1.50B
Capital Leases	$195M	$139M	$156M	$160M	$164M	$180M	$182M	$170M	$181M	$182M	$165M	$180M	$195M	·	$199M	$212M
Deferred Tax	·	·	·	·	·	·	·	·	·	·	·	·	·	·	$0	$0
Other Non-current Liabilities	$390M	$290M	$310M	$286M	$285M	$368M	$186M	$189M	$183M	$293M	$150M	$146M	$146M	·	$152M	$485M
Total Liabilities	$6.41B	$6.01B	$6.03B	$6.16B	$6.11B	$6.31B	$5.61B	$5.68B	$5.56B	$5.52B	$5.39B	$6.09B	$5.75B	·	$5.14B	$4.99B
Long-term Debt	$3.94B	$3.94B	$3.94B	$3.96B	$3.98B	$4.00B	$3.37B	$3.39B	$3.40B	$3.41B	$3.42B	$3.43B	$2.88B	·	$2.82B	$2.83B
Total Debt	$3.94B	·	$3.94B	$3.96B	$3.98B	·	$3.37B	$3.39B	$3.40B	·	$3.42B	$3.43B	$2.88B	·	$2.82B	$2.83B
Common Stock	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	·	$2M	$2M
Retained Earnings	$3.77B	$3.64B	$3.51B	$3.38B	$3.27B	$3.07B	$2.95B	$2.83B	$2.50B	$2.40B	$2.34B	$2.26B	$2.15B	·	$2.18B	$2.21B
Treasury Stock	$3.73B	$3.67B	$3.59B	$3.46B	$3.25B	$3.08B	$2.75B	$2.60B	$2.37B	$2.28B	$2.15B	$2.05B	$1.97B	·	$1.73B	$1.72B
AOCI	$-22M	$-23M	$-31M	$-30M	$-30M	$-29M	$3M	$-276.0K	$7M	$10M	$26M	$32M	$33M	·	$22M	$22M
Stockholders' Equity	$1.20B	$1.10B	$1.02B	$996M	$1.06B	$1.00B	$1.21B	$1.20B	$1.08B	$1.05B	$1.09B	$1.07B	$1.02B	·	$1.21B	$1.22B
Liabilities + Equity	$7.61B	$7.12B	$7.05B	$7.15B	$7.17B	$7.31B	$6.82B	$6.88B	$6.64B	$6.56B	$6.47B	$7.16B	$6.77B	·	$6.35B	$6.21B
Shares Outstanding	120,284,257	120,341,320	120,863,944	122,025,314	123,708,985	124,879,004	127,102,565	127,901,888	129,350,374	129,643,123	129,939,050	130,573,866	131,116,370	·	132,355,835	132,314,959

Flusso di cassa 17

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	$45M	$42M	$40M	$41M	$40M	$42M	$40M	$42M	$41M	$40M	$41M	$41M	$42M	$44M	$42M	$39M
Stock-based Comp	$21M	$17M	$16M	$17M	$19M	$23M	$25M	$26M	$20M	$34M	$24M	$20M	$18M	$29M	$19M	$19M
Restructuring	·	·	·	·	$36M	·	·	·	·	·	·	·	·	·	·	·
Other Non-cash	$17M	·	·	·	$-211M	·	·	·	$-174M	·	·	·	$-292M	·	·	·
Operating Cash Flow	$281M	$240M	$261M	$421M	$119M	$219M	$151M	$587M	$52M	$144M	$234M	$-47M	$-72M	$237M	$139M	$273M
CapEx	$20M	$28M	$13M	$26M	$23M	$25M	$17M	$24M	$32M	$16M	$23M	$17M	$10M	$25M	$22M	$16M
Investing Cash Flow	$-328M	$-248M	$9M	$-29M	$-32M	$-34M	$-31M	$-26M	$-127M	$-23M	$-31M	$-22M	$-15M	$-28M	$-454M	$28M
Debt Issued	·	·	·	·	·	$644M	$0	·	·	$-207.0K	$0	·	·	$249.0K	$0	$415M
Stock Issued	$9M	$8M	$10M	$16M	$11M	$8M	$14M	$12M	$11M	$23M	$7M	$7M	$7M	$7M	$6M	$6M
Stock Repurchased	$72M	$77M	$126M	$214M	$181M	$315M	$148M	$232M	$116M	$100M	$94M	$81M	$128M	$110M	$11M	$30M
Net Stock Activity	$-63M	·	·	·	$-170M	·	·	·	$-108M	·	·	·	$-121M	·	·	·
Dividends Paid	$73M	$71M	$67M	$68M	$70M	$70M	$65M	$67M	$66M	$67M	$62M	$62M	$63M	$63M	$57M	$57M
Financing Cash Flow	$-141M	$-146M	$-204M	$-287M	$-261M	$246M	$-225M	$-300M	$-181M	$-169M	$-158M	$417M	$-109M	$-175M	$-70M	$-42M
Net Change in Cash	$-188M	$-154M	$66M	$105M	$-174M	$431M	$-104M	$262M	$-256M	$-48M	$45M	$348M	$-195M	$34M	$-386M	$259M
Taxes Paid	$-16M	$49M	$13M	$17M	$24M	$57M	$132M	$190M	$0	$114M	$78M	$142M	$3M	$133M	$-93M	$213M
Free Cash Flow	$261M	·	·	·	$96M	·	·	·	$20M	·	·	·	$-82M	·	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	·	·	·	$-111M	·	·	·

Redditività 7

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
Operating Margin	10.0%	·	8.8%	9.8%	8.8%	·	10.0%	17.4%	8.7%	·	9.6%	10.0%	8.8%	·	2.6%	9.7%
Net Margin	7.1%	·	7.6%	6.1%	9.3%	·	6.4%	12.4%	5.6%	·	5.7%	6.4%	6.1%	·	1.4%	7.4%
Pretax Margin	9.0%	·	7.1%	8.1%	7.4%	·	8.5%	16.3%	7.3%	·	8.1%	8.5%	7.6%	·	1.8%	9.7%
EBITDA Margin	11.6%	·	8.8%	9.8%	10.2%	·	10.0%	17.4%	10.1%	·	9.6%	10.0%	10.4%	·	2.6%	9.7%
ROA	2.7%	·	2.9%	2.5%	3.9%	·	2.8%	5.6%	2.5%	·	2.3%	2.5%	2.5%	·	0.50%	2.8%
ROE	17.5%	·	17.9%	15.9%	25.2%	·	16.3%	34.3%	15.7%	·	12.7%	14.9%	15.3%	·	2.7%	15.1%
ROIC	4.3%	·	5.0%	4.3%	6.4%	·	4.8%	9.1%	4.4%	·	3.9%	4.5%	4.8%	·	1.1%	4.2%

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	1.6	·	1.8	1.8	1.8	·	1.6	1.6	1.6	·	1.7	1.7	1.2	·	1.4	1.8
Quick Ratio	1.5	·	1.7	1.7	1.7	·	1.5	1.5	1.5	·	1.6	1.6	1.2	·	1.4	1.6
Debt / Equity	3.3	·	3.8	4.0	3.7	·	2.8	2.8	3.1	·	3.1	3.2	2.8	·	2.3	2.3
LT Debt / Equity	3.3	·	3.8	3.9	3.7	·	2.7	2.8	3.1	·	3.1	3.2	2.7	·	2.3	2.3
Interest Coverage	·	·	·	·	·	·	·	·	·	·	5.3	6.0	6.6	·	1.8	7.9

Efficienza 2

Metrica	Tendenza	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		0.4	·	0.4	0.4	0.4	·	0.4	0.4	0.4	·	0.4	0.4	0.4	·	0.4	0.4
Receivables Turnover		1.2	·	1.2	1.3	1.3	·	1.4	1.5	1.3	·	1.4	1.5	1.4	·	1.3	1.5

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	$9.99	·	$8.48	$8.16	$8.61	·	$9.52	$9.39	$8.38	·	$8.36	$8.21	$7.76	·	$9.11	$9.19
Revenue / Share	$23.30	·	$21.59	$23.52	$23.49	·	$22.80	$24.42	$22.64	·	$19.69	$20.33	$20.18	·	$17.15	$17.32
Cash Flow / Share	$2.34	·	·	·	$0.96	·	·	·	$0.40	·	·	·	$-0.54	·	·	·
Cash / Share	$4.49	·	$7.30	$6.69	$5.75	·	$3.57	$4.37	$2.30	·	$4.63	$4.27	$1.60	·	$2.80	$5.72
Dividend Paid / Share	$0.59	$0.59	$0.55	$0.55	$0.55	$0.55	$0.51	$0.51	$0.51	$0.51	$0.47	$0.47	$0.47	$0.47	$0.43	$0.43
EPS (TTM)	$6.37	·	$6.73	$6.55	$8.14	·	$6.70	$6.36	$4.64	·	$3.11	$2.23	$2.22	·	$3.22	$3.94

Valutazione (TTM) 13

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	$11.09B	·	$11.41B	$11.71B	$11.96B	·	$11.78B	$11.43B	$10.95B	·	$10.32B	$10.03B	$9.66B	·	$9.06B	$8.82B
Net Income TTM	$778M	·	$839M	$826M	$1.04B	·	$870M	$829M	$610M	·	$410M	$295M	$295M	·	$431M	$529M
Market Cap	$7.30B	·	$10.20B	$12.20B	$12.88B	·	$16.36B	$20.82B	$19.91B	·	$16.62B	$14.27B	$14.63B	·	$13.83B	$12.22B
Enterprise Value	$10.69B	·	$13.25B	$15.34B	$16.15B	·	$19.28B	$23.65B	$23.01B	·	$19.44B	$17.14B	$17.30B	·	$16.28B	$14.29B
P/E	9.5	·	12.5	15.3	12.8	·	19.2	25.6	33.2	·	41.1	49.0	50.3	·	32.5	23.4
P/S	0.7	·	0.9	1.0	1.1	·	1.4	1.8	1.8	·	1.6	1.4	1.5	·	1.5	1.4
P/B	6.1	·	9.9	12.2	12.1	·	13.5	17.3	18.4	·	15.3	13.3	14.4	·	11.5	10.0
P / Cash Flow	26.0	·	·	·	108.3	·	·	·	381.9	·	·	·	-204.6	·	·	·
EV / Revenue	1.0	·	1.2	1.3	1.4	·	1.6	2.1	2.1	·	1.9	1.7	1.8	·	1.8	1.6
Dividend Yield	3.8%	·	2.7%	2.2%	2.1%	·	1.6%	1.3%	1.3%	·	1.5%	1.7%	1.6%	·	2.4%	2.2%
Earnings Yield	10.5%	·	8.0%	6.6%	7.8%	·	5.2%	3.9%	3.0%	·	2.4%	2.0%	2.0%	·	3.1%	4.3%
Payout Ratio	36.9%	·	·	·	25.8%	·	·	·	40.2%	·	·	·	39.1%	·	·	·
Annual Payout	$279M	·	$275M	$273M	$272M	·	$265M	$261M	$257M	·	$250M	$245M	$240M	·	$330M	$273M

Periodo più recente a sinistra · valori nulli mostrati come ·

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

16

Metrica	2026-03-31	2025-03-31	2024-03-31	2023-03-31	2022-03-31
Ricavi	$11.22B	$11.98B	$10.66B	$9.26B	$8.36B
Margine Operativo %	9.2%	11.4%	9.5%	4.8%	8.2%
Utile netto	$851M	$935M	$606M	$272M	$467M
EPS Diluito	$6.90	$7.25	$4.59	$2.03	$3.44

Metrica	2026-03-31	2025-03-31	2024-03-31	2023-03-31	2022-03-31
Debito / Patrimonio Netto	3.6	4.0	3.3	2.8	2.7
Rapporto corrente	1.8	1.8	1.6	1.2	1.6
Quick Ratio	1.7	1.7	1.5	1.1	1.5

Metrica	2026-03-31	2025-03-31	2024-03-31	2023-03-31	2022-03-31
Flusso di cassa libero	$951M	$911M	$192M	$527M	$657M

Proprietari istituzionali (13F) 620 filer · $7.7B 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 620

Valore detenuto $7.7B

Nuove posizioni 89

Posizioni chiuse 75

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
89 (-8 vs trimestre precedente)	75 (-64 vs trimestre precedente)	203 (+48 vs trimestre precedente)	204 (-49 vs trimestre precedente)	+3.1M

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
VANGUARD GROUP INC	$1.176.522.269	13.946.447	15,35%	Azioni
BlackRock, Inc.	$804.873.864	13.266.423	10,50%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$446.443.046	7.358.547	5,82%	Azioni
PRIMECAP MANAGEMENT CO/CA/	$388.145.061	6.397.644	5,06%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$327.950.350	5.405.478	4,28%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$242.268.657	3.993.220	3,16%	Azioni
AQR CAPITAL MANAGEMENT LLC	$240.357.975	3.961.727	3,14%	Azioni
STATE STREET CORP	$233.660.252	3.851.331	3,05%	Azioni
JPMORGAN CHASE & CO	$178.579.451	2.873.404	2,33%	Azioni
FIRST TRUST ADVISORS LP	$178.091.203	2.935.408	2,32%	Azioni
Black Creek Investment Management Inc.	$173.791.945	2.864.545	2,27%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$149.852.616	2.469.394	1,95%	Azioni
Invesco Ltd.	$125.405.193	2.067.005	1,64%	Azioni
NORGES BANK	$120.183.084	1.980.931	1,57%	Azioni
1832 Asset Management L.P.	$113.232.425	1.866.366	1,48%	Azioni
MORGAN STANLEY	$103.569.323	1.707.089	1,35%	Azioni
VAN ECK ASSOCIATES CORP	$98.089.072	1.616.764	1,28%	Azioni
Qube Research & Technologies Ltd	$96.521.420	1.590.925	1,26%	Azioni
DIMENSIONAL FUND ADVISORS LP	$96.354.600	1.587.980	1,26%	Azioni
Freestone Grove Partners LP	$95.255.783	1.570.064	1,24%	Azioni
EDMOND DE ROTHSCHILD HOLDING S.A.	$89.490.252	1.475.033	1,17%	Azioni
Allianz Asset Management GmbH	$80.569.457	1.327.995	1,05%	Azioni
GOLDMAN SACHS GROUP INC	$71.954.177	1.185.993	0,94%	Azioni
BANK OF AMERICA CORP /DE/	$68.715.149	1.132.605	0,90%	Azioni
Bank of New York Mellon Corp	$68.354.324	1.126.658	0,89%	Azioni
COATUE MANAGEMENT LLC	$65.730.485	1.083.410	0,86%	Azioni
CAPTRUST FINANCIAL ADVISORS	$62.118.571	1.023.876	0,81%	Azioni
CITADEL ADVISORS LLC	$61.114.105	1.007.320	0,80%	Azioni
NORTHERN TRUST CORP	$60.805.234	1.002.229	0,79%	Azioni
CAUSEWAY CAPITAL MANAGEMENT LLC	$51.567.484	849.966	0,67%	Azioni
Diamond Hill Capital Management, LLC (Investment Advisor)	$51.325.364	845.976	0,67%	Azioni
VANGUARD FIDUCIARY TRUST CO	$46.492.634	766.320	0,61%	Azioni
UBS Group AG	$45.846.681	755.673	0,60%	Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$45.187.485	579.104	0,59%	Azioni
D'Orazio & Associates, Inc.	$42.355.177	698.124	0,55%	Azioni
BNP PARIBAS FINANCIAL MARKETS	$41.108.111	677.569	0,54%	Azioni
ALLIANCEBERNSTEIN L.P.	$40.376.077	517.443	0,53%	Azioni
Orbis Allan Gray Ltd	$34.562.364	569.678	0,45%	Azioni
Balyasny Asset Management L.P.	$33.862.293	558.139	0,44%	Azioni
Allspring Global Investments Holdings, LLC	$32.920.226	548.579	0,43%	Azioni
Rathbones Group PLC	$27.697.675	456.530	0,36%	Azioni
LAZARD ASSET MANAGEMENT LLC	$23.545.097	388.085	0,31%	Azioni
Point72 Asset Management, L.P.	$23.155.252	381.659	0,30%	Azioni
Grantham, Mayo, Van Otterloo & Co. LLC	$23.062.609	380.132	0,30%	Azioni
CITIGROUP INC	$22.458.396	370.173	0,29%	Azioni
Trexquant Investment LP	$21.814.202	359.555	0,28%	Azioni
Legal & General Group Plc	$20.400.468	336.253	0,27%	Azioni
JANE STREET GROUP, LLC	$19.914.988	328.251	0,26%	Azioni
WATERS PARKERSON & CO., LLC	$19.618.130	323.358	0,26%	Azioni
Longaeva Partners L.P.	$19.331.949	318.641	0,25%	Azioni

Mostra tutti i 620 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
Explorer Coinvest LLC, Explorer Manager, L.L.C. ×20 depositi	09 Dicembre 2016	·	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 51 insider · 34 dirigenti · 19 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Acquisti 12m	Vendite 12m	Netto 12m
Horacio Rozanski	CEO	03 Agosto 2026 G	74.015	1	0	$2.014.908
Troy Lahr	EVP & Chief Financial Officer	26 Maggio 2026 A	47.555	0	0	$0
Matthew Calderone	EVP & Chief Financial Officer	12 Giugno 2025 G	35.529	0	0	$0
Lloyd Howell JR	EVP & Chief Financial Officer	12 Settembre 2022 M	164.746	0	0	$0
Kevin L Cook	EVP and CFO	25 Maggio 2016 M	9.762	0	0	$0
Samuel Strickland	EVP, CFO and CAO	30 Settembre 2013 D	49.635	0	0	$0
Kristine Anderson	President & COO	26 Maggio 2026 A	116.700	0	0	$0
Dennis Metzfield	VP, PAO & Controller	13 Agosto 2026 S	4.989	0	2	$-64.050
Joshua Petty	EVP & General Counsel	30 Giugno 2026 F	10.038	0	0	$0
Buffum Shannon Fitzgerald	Executive Vice President	26 Maggio 2026 A	7.192	0	0	$0
Andrea Inserra	Executive Vice President	26 Maggio 2026 A	30.941	0	0	$0
Thomas Pfeifer	Executive Vice President	26 Maggio 2026 A	48.882	0	0	$0
Richard Crowe	Executive Vice President	31 Marzo 2026 F	26.261	0	0	$0
Nancy Laben	EVP & Chief Legal Officer	31 Marzo 2026 F	31.317	0	0	$0
Judith Dotson	Executive Vice President	20 Maggio 2025 F	79.283	0	0	$0
Susan L Penfield	EVP & Chief Technology Officer	30 Maggio 2024 M	33.788	0	0	$0
Elizabeth M Thompson	EVP & Chief People Officer	31 Marzo 2024 F	26.829	0	0	$0
Scott M Murphy	VP, PAO & Controller	31 Maggio 2023 F	4.308	0	0	$0
Karen M Dahut	Executive Vice President	30 Giugno 2022 S	130.349	0	0	$0
Laura S Adams	VP and PAO	20 Maggio 2021 A	4.396	0	0	$0
Gary D Labovich	Executive Vice President	20 Maggio 2021 A	129.511	0	0	$0
Christopher Ling	Executive Vice President	31 Marzo 2020 F	41.491	0	0	$0
Joseph W Mahaffee	EVP and CAO	31 Marzo 2020 F	248.621	0	0	$0
Angela M. Messer	EVP, Chief Transformation Ofc.	28 Giugno 2019 F	76.635	0	0	$0
Joseph Logue	Executive Vice President	29 Giugno 2018 F	292.688	0	0	$0
John Mayer	Executive Vice President	30 Giugno 2016 F	306.193	0	0	$0
Richard J Wilhelm	Executive Vice President	30 Giugno 2014 F	41.081	0	0	$0
John Michael Mcconnell	Executive Vice President	30 Giugno 2014 F	53.848	0	0	$0
Robert Stephen Osborne	EVP & General Counsel	04 Settembre 2013 M	15.325	0	0	$0
Francis J Henry JR	Executive Vice President	31 Dicembre 2012 D	57.902	0	0	$0
Mark J Gerencser	Executive Vice President	27 Dicembre 2012 M	125.398	0	0	$0
Patrick F Peck	Executive Vice President	06 Novembre 2012 M	32.549	0	0	$0
Ronald T Kadish	Senior Vice President	28 Settembre 2012 D	21.115	0	0	$0
Cg Appleby	EVP	21 Luglio 2011 M	1.208.692	0	0	$0
Ryan Nolan	Direttore	04 Agosto 2026 A	5.494	0	0	$0
Robert C Obrien	Direttore	04 Agosto 2026 A	5.642	0	0	$0
William Mcclellan Thornberry	Direttore	04 Agosto 2026 A	7.103	0	0	$0
Debra L. Dial	Direttore	04 Agosto 2026 A	6.087	0	0	$0
Michele Angelique Flournoy	Direttore	04 Agosto 2026 A	12.216	0	0	$0
Rory P Read	Direttore	04 Agosto 2026 A	14.574	0	0	$0
Ellen Jewett	Direttore	04 Agosto 2026 A	19.149	0	0	$0
Mark E. Gaumond	Direttore	04 Agosto 2026 A	66.779	0	0	$0
Gretchen W Mcclain	Direttore	04 Agosto 2026 A	37.836	0	0	$0
Joan Lordi Amble	Direttore	04 Agosto 2025 A	59.957	0	0	$0
Charles O Rossotti	Direttore	04 Agosto 2025 A	9.096	0	0	$0
Arthur E Johnson	Direttore	04 Agosto 2025 A	41.381	0	0	$0
Melody C Barnes	Direttore	01 Agosto 2024 S	18.123	0	0	$0
Ralph W Shrader	Direttore	01 Febbraio 2024 G	782.890	0	0	$0
Ian Fujiyama	Direttore	03 Agosto 2021 A	39.601	0	0	$0
Peter J Clare	Direttore	01 Agosto 2019 A	28.747	0	0	$0
Philip A Odeen	Direttore	11 Febbraio 2019 G	45.026	0	0	$0

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

Proprietà ETF Posseduti da 89 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
IHAK · iShares Trust	3,54%	490.237 SH	11 Settembre 2026	Giornaliero
JMID · Janus Detroit Street Trust	1,45%	4.903 NS	31 Luglio 2026	N-PORT
XMHQ · Invesco Exchange-Traded Fund Trust	1,39%	1.068.851 SH	02 Ottobre 2026	Giornaliero
GRPM · Invesco Exchange-Traded Fund Trust	1,26%	89.028 SH	02 Ottobre 2026	Giornaliero
FXR · First Trust Exchange-Traded AlphaDE…	1,03%	109.579 NS	31 Luglio 2026	N-PORT
SRHQ · Elevation Series Trust	0,98%	29.939 NS	31 Luglio 2026	N-PORT
CALF · Pacer Funds Trust	0,83%	436.731 NS	31 Luglio 2026	N-PORT
SMCO · Tidal Trust II	0,67%	13.646 NS	31 Luglio 2026	N-PORT
FNK · First Trust Exchange-Traded AlphaDE…	0,65%	21.362 NS	31 Luglio 2026	N-PORT
PPA · Invesco Exchange-Traded Fund Trust	0,55%	584.363 SH	02 Ottobre 2026	Giornaliero
QDEF · FlexShares Trust	0,46%	36.162 NS	31 Luglio 2026	N-PORT
RWK · Invesco Exchange-Traded Fund Trust …	0,45%	80.403 SH	02 Ottobre 2026	Giornaliero
IVOV · VANGUARD ADMIRAL FUNDS	0,42%	103.556 SH	19 Agosto 2026	Giornaliero
FNX · First Trust Exchange-Traded AlphaDE…	0,34%	67.909 NS	31 Luglio 2026	N-PORT
QVMM · Invesco Exchange-Traded Fund Trust …	0,29%	16.825 SH	02 Ottobre 2026	Giornaliero
SMDX · Tidal Trust III	0,25%	4.630 NS	31 Luglio 2026	N-PORT
PTMC · Pacer Funds Trust	0,24%	13.354 NS	31 Luglio 2026	N-PORT
BKMC · BNY Mellon ETF Trust	0,21%	19.450 NS	31 Luglio 2026	N-PORT
IVOO · VANGUARD ADMIRAL FUNDS	0,20%	195.010 SH	19 Agosto 2026	Giornaliero
FAB · First Trust Exchange-Traded AlphaDE…	0,20%	4.724 NS	31 Luglio 2026	N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe…	0,19%	5.240.000	02 Ottobre 2026	Giornaliero
MIDU · Direxion Shares ETF Trust	0,18%	1.771 NS	31 Luglio 2026	N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr…	0,18%	51.945 NS	31 Luglio 2026	N-PORT
VBR · VANGUARD INDEX FUNDS	0,15%	1.739.954 SH	19 Agosto 2026	Giornaliero
TECB · iShares Trust	0,14%	9.414 SH	11 Settembre 2026	Giornaliero
NUSC · Nushares ETF Trust	0,14%	26.367 NS	31 Luglio 2026	N-PORT
DFAS · Dimensional ETF Trust	0,13%	283.947 NS	31 Luglio 2026	N-PORT
ESML · iShares Trust	0,13%	47.524 SH	11 Settembre 2026	Giornaliero
SMMD · iShares Trust	0,13%	64.028 SH	11 Settembre 2026	Giornaliero
PFIG · Invesco Exchange-Traded Fund Trust …	0,12%	155.000	02 Ottobre 2026	Giornaliero
FIDU · FIDELITY COVINGTON TRUST	0,12%	39.593 NS	31 Luglio 2026	N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr…	0,11%	7.492 NS	31 Luglio 2026	N-PORT
IYJ · iShares Trust	0,11%	28.551 SH	11 Settembre 2026	Giornaliero
JVAL · J.P. Morgan Exchange-Traded Fund Tr…	0,11%	13.273 NS	31 Luglio 2026	N-PORT
VIS · VANGUARD WORLD FUND	0,10%	146.327 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,09%	2.741.106 SH	19 Agosto 2026	Giornaliero
IETC · iShares U.S. ETF Trust	0,09%	8.078 SH	11 Settembre 2026	Giornaliero
WSML · iShares Trust	0,08%	7.468 SH	11 Settembre 2026	Giornaliero
TILT · FlexShares Trust	0,08%	25.438 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,08%	1.383.850 SH	19 Agosto 2026	Giornaliero
NEAR · iShares U.S. ETF Trust	0,08%	3.905.000 SH	11 Settembre 2026	Giornaliero
DIVB · iShares Trust	0,08%	20.261 SH	11 Settembre 2026	Giornaliero
IWS · iShares Trust	0,07%	139.962 SH	11 Settembre 2026	Giornaliero
IWR · iShares Trust	0,07%	489.937 SH	11 Settembre 2026	Giornaliero
IWP · iShares Trust	0,06%	150.824 SH	11 Settembre 2026	Giornaliero
DGRO · iShares Trust	0,06%	332.665 SH	11 Settembre 2026	Giornaliero
JPME · J.P. Morgan Exchange-Traded Fund Tr…	0,05%	3.618 NS	31 Luglio 2026	N-PORT
QDF · FlexShares Trust	0,05%	15.632 NS	31 Luglio 2026	N-PORT
IUS · Invesco Exchange-Traded Self-Indexe…	0,05%	6.213 SH	02 Ottobre 2026	Giornaliero
DFSU · Dimensional ETF Trust	0,04%	14.650 NS	31 Luglio 2026	N-PORT
DXUV · Dimensional ETF Trust	0,04%	3.274 NS	31 Luglio 2026	N-PORT
EQAL · Invesco Exchange-Traded Fund Trust …	0,04%	4.642 SH	02 Ottobre 2026	Giornaliero
RILA · Spinnaker ETF Series	0,04%	212 NS	31 Luglio 2026	N-PORT
PFM · Invesco Exchange-Traded Fund Trust	0,03%	3.411 SH	02 Ottobre 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,03%	208.170 NS	31 Luglio 2026	N-PORT
VIG · VANGUARD SPECIALIZED FUNDS	0,03%	681.295 SH	19 Agosto 2026	Giornaliero
VYM · VANGUARD WHITEHALL FUNDS	0,03%	478.712 SH	19 Agosto 2026	Giornaliero
IUSV · iShares Trust	0,03%	104.998 SH	11 Settembre 2026	Giornaliero
PRF · Invesco Exchange-Traded Fund Trust	0,03%	38.001 SH	02 Ottobre 2026	Giornaliero
LRGF · iShares Trust	0,02%	11.659 SH	11 Settembre 2026	Giornaliero
DCOR · Dimensional ETF Trust	0,02%	10.128 NS	31 Luglio 2026	N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS	0,02%	56.104 SH	19 Agosto 2026	Giornaliero
IWD · iShares Trust	0,02%	206.005 SH	11 Settembre 2026	Giornaliero
ROUS · Lattice Strategies Trust	0,01%	1.336 NS	31 Luglio 2026	N-PORT
IYY · iShares Trust	0,01%	5.239 SH	11 Settembre 2026	Giornaliero
IWB · iShares Trust	0,01%	84.014 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,01%	33.415 SH	11 Settembre 2026	Giornaliero
ITOT · iShares Trust	0,01%	155.456 SH	11 Settembre 2026	Giornaliero
VOXP · Advisors Series Trust	0,01%	9 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,01%	19.022 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,01%	3.800.915 SH	19 Agosto 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,01%	98.207 SH	19 Agosto 2026	Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS	0,01%	20.198 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,01%	10.177 SH	19 Agosto 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,01%	27.325 NS	31 Luglio 2026	N-PORT
IWF · iShares Trust	0,01%	98.581 SH	11 Settembre 2026	Giornaliero
OMFL · Invesco Exchange-Traded Self-Indexe…	0,01%	3.344 SH	02 Ottobre 2026	Giornaliero
VONG · VANGUARD SCOTTSDALE FUNDS	0,00%	42.049 SH	19 Agosto 2026	Giornaliero
BIV · VANGUARD BOND INDEX FUNDS	·	·	15 Luglio 2026	Giornaliero
BND · VANGUARD BOND INDEX FUNDS	·	·	15 Luglio 2026	Giornaliero
VCIT · VANGUARD SCOTTSDALE FUNDS	·	·	15 Luglio 2026	Giornaliero
VTC · VANGUARD SCOTTSDALE FUNDS	·	·	30 Luglio 2026	Giornaliero
BNDW · VANGUARD SCOTTSDALE FUNDS	·	·	30 Luglio 2026	Giornaliero
IJH · iShares Trust	·	4.231.325 SH	11 Settembre 2026	Giornaliero
IJJ · iShares Trust	·	614.910 SH	21 Agosto 2026	Giornaliero
XJH · iShares Trust	·	16.481 SH	08 Settembre 2026	Giornaliero
ISCB · iShares Trust	·	5.333 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	26.431 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	28.305 SH	11 Settembre 2026	Giornaliero

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

21

rating · 23 analisti MANTIENI

Target mediano $80.00 +18,8%

2 8,7% Acquisto forte

1 4,3% Compra

11 47,8% Mantieni

8 34,8% Vendi

1 4,3% Vendita forte

Target Price a 12 Mesi

13 analisti · 2026-09-28

Target medio $85.15 +26,4%

← Sotto tutti i target Prezzo attuale $67.35

Basso$68.00 Media$85.15 Alto$140.00

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
BAH	$9.39B	11.3	-6.4%	7.6%	81.0%	·
J	$17.61B	62.1	4.6%	2.4%	7.1%	24.8%
LDOS	$23.19B	16.5	3.1%	8.4%	31.1%	·
CACI	$10.24B	19.2	10.9%	5.6%	12.5%	·
ULS	$15.85B	49.3	6.4%	10.7%	30.0%	·
TRU	$16.50B	37.0	9.4%	10.0%	10.5%	·
ANDG	·	·	14.6%	-0.28%	3.5%	·
PL	·	-31.2	25.9%	·	·	·
SAIC	$4.48B	13.2	-2.9%	4.9%	23.3%	·
MBGL	·	·	·	·	·	·
AMTM	$6.32B	96.1	71.6%	0.46%	1.5%	·

Ultime notizie Notizie recenti che menzionano questa società

23

Booz Allen Hamilton Q1 Net Income Declines; Issues FY27 Guidance Nasdaq · 2 mesi, 1 settimana fa Booz Allen Hamilton Q1 Earnings Call Highlights Yahoo Finance · 2 mesi, 1 settimana fa Booz Allen Hamilton Chiamata sugli utili del quarto trimestre Highlights Yahoo Finance · 4 mesi, 1 settimana fa

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BAH Booz Allen Hamilton Holding Corporation Common Stock

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

BAH 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) 620 filer · $7.7B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 1 partecipazione

Insider aziendali 51 insider · 34 dirigenti · 19 direttori

Proprietà ETF Posseduti da 89 ETF

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

Target Price a 12 Mesi

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

Ultime notizie Notizie recenti che menzionano questa società

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