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

03

Prezzo $87.39

Capitalizzazione di Mercato (MRQ) $3.14B

P/E (TTM) 59.9

EPS (TTM) $1.46

Ricavi (TTM) $2.82B

Rendimento div. 0.78%

ROE (TTM) 4.8%

Intervallo 52 sett. $36–$100

BHE 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 3

Data ex-dividendo	Split	Tipo
04 Aprile 2006	3-for-2	Avanti
14 Novembre 2003	3-for-2	Avanti
15 Agosto 1997	2-for-1	Avanti

Informazioni su Benchmark Electronics, Inc. Common Stock Panoramica della società da Wikipedia

05 · wikidata

Benchmark Electronics Inc. is an American electronics manufacturing services (EMS) company headquartered in Tempe, Arizona. The company provides engineering, design, manufacturing, testing, and supply chain services for original equipment manufacturers serving the aerospace and defense, medical, industrial, semiconductor capital equipment, advanced computing, and communications industries.

History

Benchmark Electronics was founded in 1979 in Clute, Texas, as a manufacturing subsidiary of medical device company Intermedics. In 1986, the company became independent following its acquisition by Electronics Investors Corporation. Benchmark completed its initial public offering in 1990 and transferred its listing to the New York Stock Exchange in 1997. In 2019, the company relocated its global headquarters to Tempe, Arizona. In 2025, David Moezidis was appointed President and Chief Executive Officer.

Services

Benchmark provides engineering, design, manufacturing, testing, and supply chain services for original equipment manufacturers in the aerospace and defense, medical, industrial, semiconductor capital equipment, advanced computing, and communications industries.

Production bases and facilities

Benchmark Electronics operates manufacturing and engineering facilities throughout North America, Europe, and Asia.

Leggi di più Mostra meno

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreIndustrials industriaElectrical Equipment dipendenti11.840 paeseUS

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

06

Ricavi$2.66B

2016-12-31 → 2025-12-31

EPS$0.68

2016-12-31 → 2025-12-31

Flusso di cassa libero$88M

2016-12-31 → 2025-12-31

Margine netto1.9%

2016-12-31 → 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	BHE	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	59.9media 5 anni ≈29.2	≈29.2	45.7	Sopravvalutato
P/S (TTM)	1.1media 5 anni ≈0.5	≈0.5	1.8	Sottovalutato
P/B (MRQ)	2.8media 5 anni ≈1.1	≈1.1	3.3	Valore equo
Prezzo / FCF (TTM)	24.7media 5 anni ≈2.0	≈2.0	·	·
Prezzo / Flusso di cassa (TTM)	17.7media 5 anni ≈-68.5	≈-68.5	13.4	Valore equo
Prezzo / Valore contabile tangibile (MRQ)	2.9media 5 anni ≈1.5	≈1.5	·	·
PEG Ratio	≈4.9	·	·	·

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	BHE	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	10.3%media 5 anni ≈9.6%	≈9.6%	14.2%	Debole
Margine Operativo (TTM)	3.4%media 5 anni ≈3.3%	≈3.3%	5.0%	Debole
Margine EBITDA (TTM)	5.1%media 5 anni ≈5.0%	≈5.0%	7.0%	Debole
Margine ante imposte (TTM)	3.0%media 5 anni ≈2.7%	≈2.7%	4.3%	Debole
Margine di Profitto Netto (TTM)	1.9%media 5 anni ≈1.9%	≈1.9%	3.3%	Debole
ROA (TTM)	2.5%media 5 anni ≈2.4%	≈2.4%	4.0%	Debole
ROE (TTM)	4.8%media 5 anni ≈4.9%	≈4.9%	10.2%	Debole
ROIC	2.8%media 5 anni ≈5.9%	≈5.9%	9.1%	Debole

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	BHE	media 5 anni	Mediana dei peer	Verdetto
Rapporto corrente (MRQ)	2.0media 5 anni ≈2.2	≈2.2	1.9	In linea
Quick Ratio	1.1media 5 anni ≈1.0	≈1.0	0.9	In linea
Interest Coverage (Copertura degli interessi)	3.8media 5 anni ≈4.9	≈4.9	7.8	Bassa liquidità

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

Metrica	BHE	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	0.11%media 5 anni ≈6.0%	≈6.0%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	-2.7%media 5 anni ≈4.8%	≈4.8%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	5.3%	·	·	·
EPS YoY	-59.0%media 5 anni ≈36.3%	≈36.3%	·	·
Net Income YoY (Utile Netto YoY)	-59.3%media 5 anni ≈35.1%	≈35.1%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	-29.1%media 5 anni ≈20.4%	≈20.4%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	12.3%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	-28.6%media 5 anni ≈20.3%	≈20.3%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	12.1%	·	·	·

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

Metrica	BHE	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$0.68media 5 anni ≈$1.43	≈$1.43	·	·
Revenue / Share (Ricavi / Azione)	$73.25media 5 anni ≈$73.54	≈$73.54	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$3.42media 5 anni ≈$1.67	≈$1.67	·	·
Cash / Share (Liquidità / Azione)	$9.03media 5 anni ≈$7.84	≈$7.84	·	·

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

Metrica	BHE	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	1.3media 5 anni ≈1.3	≈1.3	1.3	In linea
Inventory Turnover (Rotazione delle scorte)	4.6media 5 anni ≈4.2	≈4.2	4.6	In linea
Receivables Turnover (Rotazione dei crediti)	6.6media 5 anni ≈6.5	≈6.5	6.4	Di prim'ordine
Revenue / Employee (Ricavi / Dipendente)	≈$224.6K	·	·	·

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

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

13

Dividend Yield0.78%

Rapporto di Distribuzione Utili98.3%

Pagamento annualizzato≈$0.68Pagato trimestralmente

CAGR Dividendi 5Y≈1.2%Per azione, rettificato per lo split

Striscia di crescita≈2Anni consecutivi di crescita dei dividendi

Data ex-dividendo	Importo	Valuta	Rendimento
Giu 30, 2026	$0,17	USD	≈0.69%
Mar 31, 2026	$0,17	USD	≈1.2%
Dic 31, 2025	$0,17	USD	≈1.6%
Set 30, 2025	$0,17	USD	≈1.8%
Giu 30, 2025	$0,17	USD	≈1.8%
Mar 31, 2025	$0,17	USD	≈1.8%
Dic 31, 2024	$0,17	USD	≈1.5%
Set 30, 2024	$0,17	USD	≈1.5%
Giu 28, 2024	$0,17	USD	≈1.7%
Mar 27, 2024	$0,17	USD	≈2.2%
Dic 28, 2023	$0,17	USD	≈2.4%
Set 28, 2023	$0,17	USD	≈2.7%
Giu 29, 2023	$0,17	USD	≈2.6%
Mar 30, 2023	$0,17	USD	≈2.8%
Dic 29, 2022	$0,17	USD	≈2.5%
Set 29, 2022	$0,17	USD	≈2.7%
Giu 29, 2022	$0,17	USD	≈3.0%
Mar 30, 2022	$0,17	USD	≈2.6%
Dic 29, 2021	$0,17	USD	≈2.4%
Set 29, 2021	$0,17	USD	≈2.4%

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

14

Sorpresa media 5.0%

Prossimo report Nov 02, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Lug 28, 2026	$0.75	$0.69	8.4%
31 Marzo 2026		$0.58	$0.56	3.2%
31 Dicembre 2025		$0.71	$0.65	9.6%
30 Settembre 2025		$0.62	$0.58	6.2%
30 Giugno 2025		$0.55	$0.55	0.38%
31 Marzo 2025		$0.52	$0.51	2.5%

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

15

Conto Economico 16

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$2.66B	$2.66B	$2.84B	$2.89B	$2.26B	$2.05B	$2.27B	$2.57B	$2.45B	$2.32B	$2.54B	$2.80B
Cost of Revenue	$2.39B	$2.39B	$2.57B	$2.63B	$2.05B	$1.88B	$2.08B	$2.36B	$2.23B	$2.11B	$2.32B	$2.58B
Gross Profit	$270M	$270M	$271M	$255M	$206M	$175M	$186M	$206M	$226M	$215M	$219M	$220M
SG&A Expense	$160M	$149M	$147M	$150M	$137M	$122M	$127M	$128M	$130M	$113M	$107M	$112M
Operating Income	$76M	$109M	$110M	$90M	$53M	$25M	$29M	$59M	$77M	$77M	$93M	$100M
Interest Expense	$20M	$27M	$32M	$13M	$8M	$8M	$7M	$10M	$9M	$9M	$3M	$2M
Interest Income	$10M	$10M	$6M	$2M	$540.0K	$1M	$4M	$7M	$5M	$2M	$1M	$2M
Other Non-op	$-4M	$-9M	$-3M	$5M	$277.0K	$-673.0K	$2M	$628.0K	$-2M	$-282.0K	$-1M	$-2M
Pretax Income	$62M	$84M	$81M	$84M	$45M	$17M	$27M	$56M	$71M	$69M	$90M	$99M
Income Tax	$37M	$23M	$12M	$16M	$10M	$3M	$4M	$33M	$103M	$5M	$-5M	$17M
Net Income	$25M	$61M	$69M	$68M	$36M	$14M	$23M	$23M	$-32M	$64M	$95M	$81M
EPS (Basic)	$0.69	$1.70	$1.94	$1.94	$1.00	$0.38	$0.61	$0.49	$-0.64	$1.30	$1.85	$1.52
EPS (Diluted)	$0.68	$1.66	$1.92	$1.91	$0.99	$0.38	$0.60	$0.49	$-0.64	$1.28	$1.83	$1.50
Shares (Basic)	35,879,000	35,970,000	35,566,000	35,179,000	35,655,000	36,524,000	38,338,000	46,332,000	49,680,000	49,298,000	51,573,000	53,538,000
Shares (Diluted)	36,300,000	36,759,000	35,973,000	35,718,000	36,101,000	36,817,000	38,763,000	46,655,000	49,680,000	49,825,000	52,088,000	54,222,000
EBITDA	$124M	$156M	$155M	$134M	$97M	$74M	$77M	$110M	$127M	$131M	$143M	$147M

Stato Patrimoniale 28

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$322M	$315M	$277M	$207M	$272M	$391M	$348M	$458M	$743M	$681M	$466M	$427M
Receivables	$391M	$412M	$449M	$492M	$356M	$309M	$324M	$468M	$437M	$441M	$479M	$520M
Inventory	$483M	$554M	$684M	$728M	$523M	$327M	$315M	$310M	$269M	$381M	$412M	$401M
Prepaid Expense	$69M	$45M	$44M	$41M	$42M	$26M	$30M	$27M	$36M	$28M	$31M	$29M
Current Assets	$1.45B	$1.51B	$1.64B	$1.65B	$1.35B	$1.20B	$1.20B	$1.40B	$1.63B	$1.53B	$1.39B	$1.38B
PP&E (Net)	$224M	$225M	$228M	$211M	$187M	$185M	$206M	$211M	$186M	$166M	$178M	$190M
PP&E (Gross)	$748M	$740M	$734M	$697M	$660M	$666M	$685M	$672M	$619M	$573M	$557M	$553M
Accum. Depreciation	$524M	$515M	$506M	$486M	$473M	$480M	$479M	$461M	$432M	$406M	$379M	$363M
Goodwill	$192M	$192M	$192M	$192M	$192M	$192M	$192M	$192M	$192M	$192M	$199M	$46M
Intangibles	$39M	$44M	$51M	$58M	$64M	$70M	$76M	$84M	$91M	$96M	$107M	$22M
Other Non-current Assets	$70M	$66M	$61M	$66M	$72M	$80M	$85M	$91M	$97M	$103M	$114M	$29M
Total Assets	$2.07B	$2.13B	$2.27B	$2.23B	$1.90B	$1.74B	$1.76B	$1.90B	$2.11B	$2.01B	$1.89B	$1.68B
Accounts Payable	$403M	$354M	$367M	$424M	$427M	$282M	$303M	$422M	$363M	$326M	$251M	$290M
Accrued Liabilities	$105M	$122M	$115M	$110M	$103M	$100M	$102M	·	·	·	·	·
Current Liabilities	$636M	$649M	$714M	$749M	$654M	$481M	$459M	$537M	$478M	$412M	$333M	$359M
Capital Leases	$99M	$109M	$123M	$87M	$91M	$72M	$68M	$5M	$6M	$7M	$8M	$9M
Deferred Tax	$8M	$4M	$0	$495.0K	$84.0K	$5M	$14M	$14M	$9M	$0	·	$0
Other Non-current Liabilities	$23M	$18M	$32M	$44M	$55M	$66M	$65M	$69M	$90M	$10M	$16M	$18M
Total Liabilities	$972M	$1.03B	·	·	·	·	·	·	$770M	·	·	·
Long-term Debt	$211M	$257M	$331M	$324M	$130M	$136M	$143M	$148M	·	·	·	·
Common Stock	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$5M	$5M	$5M	$5M
Paid-in Capital	$537M	$535M	$529M	$519M	$507M	$510M	$512M	$555M	$634M	$626M	$625M	$650M
Retained Earnings	$568M	$587M	$561M	$520M	$480M	$492M	$516M	$584M	$708M	$748M	$705M	$644M
Treasury Stock	·	·	·	·	·	·	·	·	·	·	·	$0
AOCI	$-9M	$-21M	$-14M	$-16M	$-17M	$-17M	$-17M	$-11M	$-8M	$-14M	$-13M	$-9M
Stockholders' Equity	$1.10B	$1.10B	$1.08B	$1.03B	$974M	$990M	$1.01B	$1.13B	$1.34B	$1.37B	$1.32B	$1.29B
Liabilities + Equity	$2.07B	$2.13B	$2.27B	$2.23B	$1.90B	$1.74B	$1.76B	$1.90B	$2.11B	$2.00B	$1.89B	$1.68B
Shares Outstanding	35,669,000	35,992,000	35,664,000	35,164,000	35,213,000	36,295,000	36,957,000	41,357,000	49,143,000	49,330,000	50,178,000	52,994,000

Flusso di cassa 19

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$48M	$46M	$45M	$44M	$44M	$49M	$48M	$52M	$49M	$55M	$50M	$46M
Stock-based Comp	$17M	$13M	$15M	$18M	$15M	$10M	$10M	$10M	$8M	$5M	$8M	$6M
Deferred Tax	$-6M	$-4M	$-13M	$-7M	$-7M	$-7M	$-2M	$8M	$7M	$8M	$-13M	$12M
Amort. of Intangibles	$5M	$5M	$6M	$6M	$6M	$9M	$9M	$9M	$10M	$12M	$5M	$4M
Restructuring	$7M	$6M	$7M	$6M	$9M	$13M	$9M	$5M	$5M	$5M	$8M	$1M
Other Non-cash	$40M	$72M	$64M	$-301M	$-91M	$55M	$13M	$-16M	$112M	$141M	$7M	$-11M
Operating Cash Flow	$124M	$189M	$174M	$-177M	$-3M	$120M	$93M	$77M	$146M	$273M	$147M	$135M
CapEx	$36M	$31M	$73M	$43M	$39M	$35M	$33M	$63M	$51M	$30M	$37M	$44M
Investing Cash Flow	$-33M	$-33M	$-77M	$-41M	$-42M	$-34M	$-35M	$-69M	$-56M	$-21M	$-267M	$-27M
Debt Issued	$891M	$600M	$750M	$828M	$150M	·	·	·	·	·	·	·
Net Debt Issued	$-45M	$-74M	$6M	·	·	·	·	·	·	·	·	·
Stock Repurchased	$27M	$5M	$0	$9M	$40M	$25M	$122M	$212M	$29M	$42M	$68M	$44M
Net Stock Activity	$-27M	$-5M	$0	$-9M	$-40M	$-25M	$-122M	$-212M	$-29M	$-42M	$-68M	$-44M
Dividends Paid	$24M	$24M	$23M	$23M	$23M	$23M	$23M	$21M	$0	$0	·	·
Financing Cash Flow	$-106M	$-109M	$-24M	$159M	$-74M	$-58M	$-153M	$-291M	$-31M	$-35M	$159M	$-25M
Net Change in Cash	$-6M	$45M	$76M	$-64M	$-124M	$32M	$-94M	$-284M	$61M	$215M	$39M	$82M
Taxes Paid	$67M	$47M	$38M	$28M	$21M	$18M	$17M	$49M	$6M	$8M	$9M	$6M
Free Cash Flow	$88M	$158M	$101M	$-221M	$-41M	$86M	$61M	$14M	$95M	$242M	$110M	$92M
Levered FCF	$80M	$138M	$76M	$-231M	$-48M	$79M	$55M	$10M	$99M	$233M	$107M	$91M

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	10.2%	10.2%	9.6%	8.8%	9.1%	8.5%	8.8%	8.6%	9.2%	9.2%	8.6%	7.9%
Operating Margin	2.9%	4.1%	3.9%	3.1%	2.4%	1.2%	1.3%	2.3%	3.2%	3.3%	3.7%	3.6%
Net Margin	0.93%	2.4%	2.3%	2.4%	1.6%	0.68%	1.0%	0.89%	-1.3%	2.8%	3.8%	2.9%
Pretax Margin	2.3%	3.2%	2.9%	2.9%	2.0%	0.84%	1.2%	2.2%	2.9%	2.9%	3.5%	3.6%
EBITDA Margin	4.7%	5.9%	5.5%	4.7%	4.3%	3.6%	3.4%	4.3%	5.2%	5.7%	5.6%	5.2%
ROA	1.2%	2.9%	2.9%	3.3%	2.0%	0.80%	1.3%	1.1%	-1.6%	3.3%	5.3%	4.8%
ROE	2.2%	5.8%	6.1%	6.8%	3.6%	1.4%	2.2%	1.8%	-2.4%	4.8%	7.3%	6.4%
ROIC	2.8%	7.4%	8.1%	7.1%	4.3%	2.1%	2.4%	2.1%	-2.6%	5.2%	7.4%	6.4%

Liquidità e Solvibilità 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	2.3	2.3	2.3	2.2	2.1	2.5	2.6	2.6	3.4	3.7	4.2	3.9
Quick Ratio	1.1	1.1	1.0	0.9	1.0	1.5	1.5	1.7	2.5	2.7	2.8	2.6
Interest Coverage	3.8	4.1	3.4	7.0	6.3	3.0	4.3	5.6	8.4	8.1	31.0	53.0

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	1.3	1.2	1.3	1.4	1.2	1.2	1.2	1.3	1.2	1.2	1.4	1.6
Inventory Turnover	4.6	3.9	3.6	4.2	4.8	5.8	6.6	8.1	5.8	5.3	5.7	6.2
Receivables Turnover	6.6	6.2	6.0	6.8	6.8	6.5	5.7	5.7	5.6	5.0	5.1	5.3

Per Azione 6

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$30.83	$30.93	$30.26	$29.19	$27.65	$27.27	$27.46	$27.38	$27.04	$27.68	$26.34	$24.36
Revenue / Share	$73.25	$72.26	$78.92	$80.81	$62.47	$55.77	$58.51	$55.01	$49.65	$46.37	$48.78	$51.59
Cash Flow / Share	$3.42	$5.15	$4.85	$-4.97	$-0.07	$3.27	$2.40	$1.64	$2.94	$5.47	$2.82	$2.52
Cash / Share	$9.03	$8.76	$7.78	$5.90	$7.72	$10.77	$9.40	$11.08	$15.11	$13.81	$9.29	$8.06
Dividend / Share	·	·	·	·	·	·	$0.15	·	·	·	·	·
EPS (TTM)	$0.68	$1.66	$1.92	$1.91	$0.99	$0.38	$0.60	$0.49	$-0.64	$1.28	$1.83	$1.50

Tassi di Crescita 10

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	0.11%	-6.4%	-1.6%	28.0%	9.8%	·	·	·	·	·	·	·
Revenue CAGR 3Y	-2.7%	5.6%	11.4%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	5.3%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	-59.0%	-13.5%	0.52%	92.9%	160.5%	·	·	·	·	·	·	·
EPS CAGR 3Y	-29.1%	18.8%	71.6%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	12.3%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-59.3%	-11.3%	1.1%	90.7%	154.5%	·	·	·	·	·	·	·
Net Income CAGR 3Y	-28.6%	19.6%	69.9%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	12.1%	·	·	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	1.2%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 13

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$2.66B	$2.66B	$2.84B	$2.89B	$2.26B	$2.05B	$2.27B	$2.57B	$2.45B	$2.32B	$2.54B	$2.80B
Net Income TTM	$25M	$61M	$69M	$68M	$36M	$14M	$23M	$23M	$-32M	$64M	$95M	$81M
Market Cap	$1.53B	$1.63B	$986M	$939M	$954M	$980M	$1.27B	$876M	$1.43B	$1.50B	$1.04B	$1.35B
P/E	62.9	27.3	14.4	14.0	27.4	71.1	57.3	43.2	-45.5	23.8	11.3	17.0
P/S	0.6	0.6	0.3	0.3	0.4	0.5	0.6	0.3	0.6	0.6	0.4	0.5
P/B	1.4	1.5	0.9	0.9	1.0	1.0	1.3	0.8	1.1	1.1	0.8	1.0
P / Tangible Book	1.8	1.9	1.2	1.2	1.3	1.3	·	·	·	·	·	·
P / Cash Flow	12.3	8.6	5.7	-5.3	-363.9	8.1	13.6	11.4	9.8	5.5	7.1	9.9
P / FCF	17.3	10.3	9.8	-4.3	-23.0	11.4	21.0	63.1	15.0	6.2	9.5	14.6
Dividend Yield	1.6%	1.5%	2.4%	2.5%	2.4%	2.4%	1.8%	2.4%	0.00%	0.00%	·	·
Earnings Yield	1.6%	3.7%	7.0%	7.2%	3.6%	1.4%	1.8%	2.3%	-2.2%	4.2%	8.8%	5.9%
Payout Ratio	98.3%	37.8%	36.5%	33.9%	65.0%	163.9%	99.4%	92.1%	·	·	·	·
Annual Payout	$24M	$24M	$23M	$23M	$23M	$23M	$23M	$21M	$0	$0	·	·

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	$756M	$677M	$704M	$681M	$642M	$632M	$657M	$658M	$666M	$676M	$691M	$720M	$733M	$695M	$751M	$772M
Cost of Revenue	$678M	$608M	$630M	$613M	$578M	$569M	$589M	$591M	$598M	$608M	$620M	$651M	$666M	$631M	$679M	$705M
Gross Profit	$78M	$69M	$74M	$68M	$65M	$63M	$68M	$67M	$68M	$67M	$71M	$69M	$67M	$64M	$72M	$67M
SG&A Expense	$46M	$42M	$39M	$42M	$41M	$39M	$37M	$37M	$38M	$37M	$36M	$36M	$38M	$38M	$40M	$39M
Operating Income	$30M	$22M	$20M	$24M	$20M	$12M	$29M	$28M	$27M	$26M	$32M	$30M	$24M	$23M	$27M	$25M
Interest Expense	$4M	$4M	$4M	$4M	$6M	$5M	$6M	$7M	$7M	$7M	$9M	$8M	$8M	$6M	$5M	$3M
Interest Income	$2M	$2M	$2M	$2M	$3M	$3M	$3M	$3M	$3M	$2M	$2M	$1M	$2M	$1M	$887.0K	$452.0K
Other Non-op	$223.0K	$-2M	$-2M	$-608.0K	$-666.0K	$-802.0K	$-1M	$-4M	$-2M	$-1M	$-3M	$2M	$61.0K	$-2M	$4M	$1M
Pretax Income	$29M	$18M	$16M	$21M	$17M	$8M	$24M	$20M	$21M	$19M	$22M	$26M	$18M	$15M	$26M	$23M
Income Tax	$9M	$5M	$10M	$6M	$16M	$5M	$8M	$5M	$5M	$5M	$156.0K	$5M	$4M	$3M	$5M	$5M
Net Income	$20M	$13M	$6M	$14M	$972.0K	$4M	$16M	$15M	$16M	$14M	$22M	$20M	$14M	$12M	$21M	$19M
EPS (Basic)	$0.55	$0.36	$0.16	$0.40	$0.03	$0.10	$0.45	$0.43	$0.43	$0.39	$0.63	$0.57	$0.39	$0.35	$0.60	$0.54
EPS (Diluted)	$0.55	$0.36	$0.16	$0.39	$0.03	$0.10	$0.43	$0.42	$0.43	$0.38	$0.61	$0.57	$0.39	$0.35	$0.58	$0.53
Shares (Basic)	35,898,000	35,766,000	·	35,802,000	35,991,000	36,052,000	·	36,051,000	36,047,000	35,810,000	·	35,647,000	35,618,000	35,336,000	·	35,151,000
Shares (Diluted)	36,397,000	36,276,000	·	36,182,000	36,258,000	36,605,000	·	36,629,000	36,497,000	36,401,000	·	35,876,000	35,676,000	35,592,000	·	35,348,000
EBITDA	$42M	$34M	·	$36M	$33M	$24M	·	$40M	$39M	$37M	·	$42M	$36M	$34M	·	$36M

Stato Patrimoniale 27

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	$315M	$325M	$322M	$285M	$265M	$355M	$315M	$324M	$309M	$296M	·	$260M	$245M	$211M	·	$247M
Receivables	$452M	$376M	$391M	$378M	$369M	$374M	$412M	$372M	$377M	$417M	·	$478M	$485M	$462M	·	$479M
Inventory	$544M	$507M	$483M	$509M	$532M	$560M	$554M	$582M	$600M	$638M	·	$725M	$756M	$778M	·	$747M
Prepaid Expense	$77M	$60M	$69M	$63M	$56M	$44M	$45M	$44M	$42M	$47M	·	$52M	$49M	$45M	·	$45M
Current Assets	$1.58B	$1.46B	$1.45B	$1.44B	$1.40B	$1.51B	$1.51B	$1.51B	$1.51B	$1.58B	·	$1.71B	$1.72B	$1.69B	·	$1.71B
PP&E (Net)	$233M	$235M	$224M	$226M	$224M	$224M	$225M	$224M	$226M	$224M	·	$232M	$222M	$221M	·	$204M
PP&E (Gross)	·	·	$748M	·	·	·	$740M	·	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$524M	·	·	·	$515M	·	·	·	·	·	·	·	·	·
Goodwill	$192M	$192M	$192M	$192M	$192M	$192M	$192M	$192M	$192M	$192M	·	$192M	$192M	$192M	·	$192M
Intangibles	$36M	$38M	$39M	$41M	$41M	$43M	$44M	$47M	$49M	$50M	·	$52M	$55M	$58M	·	$60M
Other Non-current Assets	$67M	$69M	$70M	$70M	$70M	$65M	$66M	$68M	$71M	$62M	·	$64M	$65M	$67M	·	$68M
Total Assets	$2.21B	$2.10B	$2.07B	$2.07B	$2.03B	$2.14B	$2.13B	$2.15B	$2.15B	$2.21B	·	$2.33B	$2.31B	$2.28B	·	$2.28B
Accounts Payable	$553M	$451M	$403M	$383M	$355M	$384M	$354M	$356M	$346M	$348M	·	$382M	$417M	$422M	·	$522M
Accrued Liabilities	$110M	$97M	$105M	$106M	$101M	$95M	$122M	$107M	$107M	$101M	·	$111M	$101M	$89M	·	$99M
Current Liabilities	$795M	$669M	$636M	$619M	$592M	$636M	$649M	$639M	$643M	$668M	·	$699M	$722M	$712M	·	$849M
Capital Leases	$96M	$100M	$99M	$102M	$105M	$106M	$109M	$114M	$117M	$120M	·	$114M	$85M	$88M	·	$88M
Deferred Tax	$8M	$8M	$8M	$3M	$3M	·	$4M	·	·	·	·	$495.0K	$495.0K	$495.0K	·	$84.0K
Other Non-current Liabilities	$22M	$22M	$23M	$22M	$21M	$19M	$18M	$21M	$16M	$30M	·	$28M	$28M	$44M	·	$42M
Total Liabilities	$1.10B	$1000M	$972M	$958M	$924M	$1.03B	$1.03B	·	·	·	·	·	·	·	·	·
Long-term Debt	$181M	$205M	$211M	$216M	$207M	$276M	$257M	$279M	$289M	$315M	·	$432M	$427M	$403M	·	$299M
Common Stock	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	·	$4M	$4M	$4M	·	$4M
Paid-in Capital	$539M	$533M	$537M	$535M	$533M	$530M	$535M	$532M	$530M	$526M	·	$526M	$522M	$518M	·	$514M
Retained Earnings	$584M	$570M	$568M	$578M	$577M	$588M	$587M	$584M	$578M	$569M	·	$549M	$534M	$526M	·	$504M
AOCI	$-11M	$-11M	$-9M	$-7M	$-7M	$-17M	$-21M	$-17M	$-17M	$-13M	·	$-15M	$-13M	$-14M	$-16M	$-21M
Stockholders' Equity	$1.12B	$1.10B	$1.10B	$1.11B	$1.11B	$1.10B	$1.10B	$1.10B	$1.10B	$1.09B	·	$1.06B	$1.05B	$1.03B	·	$1.00B
Liabilities + Equity	$2.21B	$2.10B	$2.07B	$2.07B	$2.03B	$2.14B	$2.13B	$2.15B	$2.15B	$2.21B	·	$2.33B	$2.31B	$2.28B	·	$2.28B
Shares Outstanding	35,919,000	35,879,000	35,669,000	35,682,000	35,912,000	36,096,000	35,992,000	35,969,000	36,077,000	36,014,000	35,664,000	35,653,000	35,642,000	35,589,000	35,164,000	35,153,000

Flusso di cassa 19

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	$12M	$12M	$12M	$12M	$12M	$12M	$11M	$12M	$11M	$12M	$11M	$11M	$11M	$11M
Stock-based Comp	$6M	$5M	$2M	$5M	$5M	$4M	$3M	$4M	$4M	$2M	$3M	$4M	$4M	$5M	$5M	$5M
Deferred Tax	$-134.0K	$-668.0K	$-4M	$433.0K	$-281.0K	$-2M	$1M	$-2M	$-1M	$-2M	$-9M	$-1M	$-2M	$-1M	$-3M	$-1M
Amort. of Intangibles	$1M	$1M	$1M	$1M	$1M	$1M	$1M	$1M	$1M	$1M	$1M	$2M	$2M	$2M	$2M	$2M
Restructuring	$1M	$4M	$3M	$1M	$2M	$1M	$700.0K	$800.0K	$2M	$3M	$2M	$1M	$2M	$1M	$789.0K	$1M
Other Non-cash	·	$17M	·	·	·	$13M	·	·	·	$23M	·	·	·	$-52M	·	·
Operating Cash Flow	$35M	$47M	$59M	$37M	$-3M	$32M	$46M	$39M	$56M	$48M	$137M	$38M	$25M	$-25M	$-53M	$-31M
CapEx	$13M	$16M	$10M	$11M	$11M	$3M	$9M	$10M	$8M	$5M	$9M	$19M	$9M	$36M	$13M	$7M
Investing Cash Flow	$-13M	$-16M	$-10M	$-6M	$-12M	$-4M	$-9M	$-8M	$-10M	$-6M	$-11M	$-20M	$-8M	$-39M	$-13M	$-9M
Debt Issued	$158M	$113M	$158M	$335M	$224M	$175M	$145M	$135M	$145M	$175M	$135M	$205M	$180M	$230M	·	·
Net Debt Issued	·	$-6M	·	·	·	$18M	·	·	·	$-16M	·	·	·	·	·	·
Stock Repurchased	$0	$6M	$854.0K	$10M	$8M	$8M	$-1.0K	$5M	$0	$0	$0	$0	$0	$0	$0	$0
Net Stock Activity	·	$-6M	·	·	·	$-8M	·	·	·	·	·	·	·	$0	·	·
Dividends Paid	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M
Financing Cash Flow	$-30M	$-26M	$-13M	$-8M	$-83M	$-2M	$-28M	$-22M	$-32M	$-27M	$-107M	$-1M	$18M	$67M	$19M	$29M
Net Change in Cash	$-10M	$3M	$36M	$21M	$-91M	$27M	$4M	$15M	$14M	$13M	$22M	$15M	$34M	$4M	$-42M	$-15M
Taxes Paid	$9M	$4M	$8M	$10M	$44M	$6M	$30M	$11M	$2M	$4M	$4M	$10M	$19M	$4M	$8M	$8M
Free Cash Flow	·	$31M	·	·	·	$28M	·	·	·	$43M	·	·	·	$-61M	·	·
Levered FCF	·	$28M	·	·	·	$26M	·	·	·	$38M	·	·	·	$-66M	·	·

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	10.4%	10.2%	·	10.0%	10.1%	10.0%	·	10.2%	10.2%	10.0%	·	9.6%	9.1%	9.2%	·	8.6%
Operating Margin	4.0%	3.2%	·	3.5%	3.2%	1.9%	·	4.3%	4.1%	3.8%	·	4.2%	3.3%	3.3%	·	3.3%
Net Margin	2.6%	1.9%	·	2.1%	0.15%	0.58%	·	2.3%	2.3%	2.1%	·	2.8%	1.9%	1.8%	·	2.4%
Pretax Margin	3.8%	2.7%	·	3.0%	2.6%	1.3%	·	3.1%	3.1%	2.8%	·	3.6%	2.4%	2.2%	·	3.0%
EBITDA Margin	5.6%	5.0%	·	5.2%	5.1%	3.7%	·	6.0%	5.8%	5.5%	·	5.8%	4.9%	4.9%	·	4.7%
ROA	0.94%	0.62%	·	0.68%	0.04%	0.17%	·	0.69%	·	0.66%	·	0.89%	0.63%	·	·	0.91%
ROE	1.8%	1.2%	·	1.3%	0.09%	0.33%	·	1.4%	·	1.4%	·	1.9%	1.4%	·	·	1.9%
ROIC	1.9%	1.4%	·	1.5%	0.11%	0.46%	·	1.9%	·	1.7%	·	2.3%	1.8%	·	·	2.0%

Liquidità e Solvibilità 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
Current Ratio	2.0	2.2	·	2.3	2.4	2.4	·	2.4	·	2.4	·	2.4	2.4	·	·	2.0
Quick Ratio	1.0	1.0	·	1.1	1.1	1.1	·	1.1	·	1.1	·	1.1	1.0	·	·	0.9
Interest Coverage	8.1	6.0	·	5.4	3.2	2.2	·	4.3	3.9	3.5	·	3.6	3.0	3.5	·	7.2

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	0.4	0.3	·	0.3	0.3	0.3	·	0.3	·	0.3	·	0.3	0.3	·	·	0.4
Inventory Turnover	1.3	1.1	·	1.1	0.9	1.0	·	0.9	·	1.0	·	0.9	0.9	·	·	1.2
Receivables Turnover	1.8	1.8	·	1.8	1.5	1.7	·	1.5	·	1.7	·	1.5	1.6	·	·	2.0

Per Azione 6

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$31.08	$30.56	·	$31.09	$30.82	$30.60	·	$30.66	·	$30.13	·	$29.82	$29.40	·	·	$28.46
Revenue / Share	$20.77	$18.67	·	$18.81	$17.72	$17.26	·	$17.96	$18.25	$18.56	·	$20.06	$20.55	$19.52	·	$21.83
Cash Flow / Share	·	$1.30	·	·	·	$0.86	·	·	·	$1.33	·	·	·	$-0.70	·	·
Cash / Share	$8.77	$9.06	·	$8.00	$7.37	$9.84	·	$9.02	·	$8.22	·	$7.28	$6.86	·	·	$7.03
Dividend / Share	$0.00	$0.17	·	·	·	·	$0.17	·	·	·	·	·	·	·	·	·
EPS (TTM)	$1.46	$0.94	·	$0.95	$0.98	$1.38	·	$1.84	$1.99	$1.95	·	$1.89	$1.85	$1.95	·	$1.67

Valutazione (TTM) 12

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$2.82B	$2.70B	·	$2.61B	$2.59B	$2.61B	·	$2.69B	$2.75B	$2.82B	·	$2.90B	$2.95B	$2.94B	·	$2.77B
Net Income TTM	$53M	$34M	·	$35M	$36M	$51M	·	$67M	$72M	$71M	·	$68M	$66M	$70M	·	$59M
Market Cap	$3.54B	$2.01B	·	$1.38B	$1.39B	$1.37B	·	$1.59B	·	$1.08B	·	$865M	$921M	·	·	$871M
P/E	67.6	59.6	·	40.6	39.6	27.6	·	24.1	19.8	15.4	·	12.8	14.0	12.1	·	14.8
P/S	1.3	0.7	·	0.5	0.5	0.5	·	0.6	·	0.4	·	0.3	0.3	0.3	·	0.3
P/B	3.2	1.8	·	1.2	1.3	1.2	·	1.4	·	1.0	·	0.8	0.9	·	·	0.9
P / Tangible Book	4.0	2.3	·	1.6	1.6	1.6	·	1.8	·	1.3	·	1.1	1.1	·	·	1.2
P / Cash Flow	·	42.8	·	·	·	43.6	·	·	·	22.3	·	·	·	·	·	·
Dividend Yield	0.69%	1.2%	·	1.8%	1.8%	1.8%	·	1.5%	·	2.2%	·	2.7%	2.5%	2.8%	·	2.7%
Earnings Yield	1.5%	1.7%	·	2.5%	2.5%	3.6%	·	4.2%	5.0%	6.5%	·	7.8%	7.2%	8.2%	·	6.7%
Payout Ratio	30.7%	46.6%	·	42.8%	627.6%	167.9%	·	39.0%	38.0%	42.1%	·	·	·	47.0%	·	·
Annual Payout	$24M	$24M	·	$24M	$24M	$24M	·	$24M	$24M	$24M	·	$23M	$23M	$23M	·	$23M

Periodo più recente a sinistra · valori nulli mostrati come ·

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

16

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ricavi	$2.66B	$2.66B	$2.84B	$2.89B	$2.26B
Margine Lordo %	10.2%	10.2%	9.6%	8.8%	9.1%
Margine Operativo %	2.9%	4.1%	3.9%	3.1%	2.4%
Utile netto	$25M	$61M	$69M	$68M	$36M
EPS Diluito	$0.68	$1.66	$1.92	$1.91	$0.99

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Rapporto corrente	2.3	2.3	2.3	2.2	2.1
Quick Ratio	1.1	1.1	1.0	0.9	1.0

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$88M	$158M	$101M	$-221M	$-41M

Proprietari istituzionali (13F) 352 filer · $3.8B 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 352

Valore detenuto $3.8B

Nuove posizioni 91

Posizioni chiuse 18

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
91 (+26 vs trimestre precedente)	18 (-6 vs trimestre precedente)	102 (+20 vs trimestre precedente)	104 (+16 vs trimestre precedente)	+470K

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.	$579.767.856	5.875.827	15,19%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$319.394.987	3.237.002	8,37%	Azioni
DIMENSIONAL FUND ADVISORS LP	$220.221.590	2.231.999	5,77%	Azioni
VANGUARD GROUP INC	$209.652.964	4.903.016	5,49%	Azioni
AMERICAN CENTURY COMPANIES INC	$184.555.624	1.870.433	4,83%	Azioni
EARNEST PARTNERS LLC	$161.884.810	1.640.669	4,24%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$153.379.654	1.554.471	4,02%	Azioni
STATE STREET CORP	$141.643.935	1.433.075	3,71%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$104.629.348	1.060.219	2,74%	Azioni
FRANKLIN RESOURCES INC	$103.897.042	1.052.975	2,72%	Azioni
Invesco Ltd.	$99.959.025	1.013.064	2,62%	Azioni
GOLDMAN SACHS GROUP INC	$92.870.892	941.227	2,43%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$58.361.825	591.485	1,53%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$57.911.693	586.923	1,52%	Azioni
MORGAN STANLEY	$53.296.925	540.153	1,40%	Azioni
TWO SIGMA INVESTMENTS, LP	$48.370.007	490.220	1,27%	Azioni
Boston Partners	$43.406.848	452.255	1,14%	Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$42.082.932	403.622	1,10%	Azioni
Nuveen, LLC	$41.562.966	421.233	1,09%	Azioni
Allianz Asset Management GmbH	$41.282.837	418.393	1,08%	Azioni
NORTHERN TRUST CORP	$40.950.910	415.029	1,07%	Azioni
JANE STREET GROUP, LLC	$38.410.652	389.284	1,01%	Azioni
FMR LLC	$36.794.680	372.907	0,96%	Azioni
First Eagle Investment Management, LLC	$34.629.618	350.964	0,91%	Azioni
Tributary Capital Management, LLC	$34.039.867	344.987	0,89%	Azioni
JENNISON ASSOCIATES LLC	$33.115.230	335.616	0,87%	Azioni
JPMORGAN CHASE & CO	$32.891.674	344.160	0,86%	Azioni
Bank of New York Mellon Corp	$31.060.761	314.794	0,81%	Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$28.701.228	290.881	0,75%	Azioni
VANGUARD FIDUCIARY TRUST CO	$24.249.435	245.763	0,64%	Azioni
Qube Research & Technologies Ltd	$22.703.375	230.094	0,59%	Azioni
Aristotle Capital Boston, LLC	$22.116.091	224.142	0,58%	Azioni
AMERIPRISE FINANCIAL INC	$20.857.435	211.379	0,55%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$20.846.801	211.278	0,55%	Azioni
OBERWEIS ASSET MANAGEMENT INC/	$19.566.261	198.300	0,51%	Azioni
ENVESTNET ASSET MANAGEMENT INC	$18.583.106	188.336	0,49%	Azioni
Empowered Funds, LLC	$16.802.613	170.291	0,44%	Azioni
WELLS FARGO & COMPANY/MN	$16.356.328	165.768	0,43%	Azioni
PRUDENTIAL FINANCIAL INC	$16.291.700	165.113	0,43%	Azioni
KENNEDY CAPITAL MANAGEMENT LLC	$16.237.431	164.563	0,43%	Azioni
MILLENNIUM MANAGEMENT LLC	$13.486.117	136.679	0,35%	Azioni
TUDOR INVESTMENT CORP ET AL	$13.208.854	133.869	0,35%	Azioni
SEGALL BRYANT & HAMILL, LLC	$12.268.924	124.343	0,32%	Azioni
SEI INVESTMENTS CO	$12.171.048	123.351	0,32%	Azioni
Public Sector Pension Investment Board	$12.166.307	123.303	0,32%	Azioni
PEAK6 LLC	$11.840.400	120.000	0,31%	Opzione Call
VICTORY CAPITAL MANAGEMENT INC	$11.340.439	114.933	0,30%	Azioni
PEREGRINE CAPITAL MANAGEMENT LLC	$11.285.381	114.375	0,30%	Azioni
BANK OF AMERICA CORP /DE/	$11.045.712	111.946	0,29%	Azioni
Man Group plc	$10.793.906	109.394	0,28%	Azioni

Mostra tutti i 352 proprietari istituzionali →

Attivisti e proprietari del 5%+ 2 partecipazioni

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
Engaged Capital Flagship Master Fund, LP, Engaged Capital Flagship Fund, LP, Engaged Capital Flagship Fund, Ltd., Engaged Capital, LLC, Engaged Capital Holdings, LLC, Glenn W. Welling ×4 depositi	08 Marzo 2019	·	Deposito iniziale	·	SEC
MMI Investments, L.P., MCM Management, LLC ×6 depositi	09 Febbraio 2006	·	Deposito iniziale	Investimento passivo	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 47 insider · 23 dirigenti · 28 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
David Moezidis	President and CEO	17 Agosto 2026 F	80.995	1	$-1.094.625
Jeff Benck	CEO	25 Febbraio 2026 F	353.677	7	$-3.287.505
Paul J Tufano	CEO	20 Febbraio 2019 M	177.097	0	$0
Gayla J Delly	President & CEO	22 Agosto 2016 M	257.128	0	$0
Bryan Robert Schumaker	EVP, Chief Financial Officer	20 Febbraio 2026 A	42.561	0	$0
Arvind Kamal	Interim CFO	07 Maggio 2024 S	20.735	0	$0
Roop Kalyan Lakkaraju	EVP, Chief Financial Officer	26 Febbraio 2024 F	150.716	0	$0
Donald Francis Adam	Chief Financial Officer	25 Luglio 2017 M	92.706	0	$0
David Valkanoff	EVP, Chief Operating Officer	17 Agosto 2026 F	59.506	0	$0
Michael D. Buseman	EVP, Chief Operating Officer	27 Febbraio 2023 F	93.093	0	$0
Stephen J Beaver	SVP, General Counsel and CLO	11 Giugno 2026 S	75.020	3	$-2.195.550
Rhonda R Turner	SVP, Chief HR Officer	19 Maggio 2026 G	35.667	3	$-1.509.224
David Lee Cummings	SVP, Chief Commercial Officer	20 Febbraio 2026 A	16.487	0	$0
Jan M Janick	SVP, Chief Technology Officer	20 Novembre 2025 S	53.401	1	$-382.532
Robert Crawford	SVP, Chief Revenue Officer	27 Febbraio 2023 F	50.101	0	$0
Lisa K Weeks	Vice President	03 Marzo 2020 F	31.230	0	$0
Scott M. Hicar	Vice President	20 Febbraio 2020 A	28.616	0	$0
Nathalie Carruthers	VP Worldwide Human Resources	05 Settembre 2018 F	11.622	0	$0
Scott R Peterson	VP & General Counsel	07 Settembre 2017 S	18.893	0	$0
Jon J King	Executive Vice President	24 Aprile 2017 M	41.720	0	$0
Greg W Cominos	Executive Vice President	23 Febbraio 2017 F	20.747	0	$0
Kenneth S Barrow	General Counsel	06 Marzo 2014 F	37.327	0	$0
Steven A Barton	Executive Vice President	05 Dicembre 2007 A	5.000	0	$0
Mike Slessor	Direttore	27 Maggio 2026 A	4.349	0	$0
Lynn A Wentworth	Direttore	27 Maggio 2026 A	28.828	0	$0
Douglas Britt	Direttore	27 Maggio 2026 A	20.046	0	$0
Kenneth T Lamneck	Direttore	27 Maggio 2026 A	49.511	1	$-1.977.192
Glynis Bryan	Direttore	27 Maggio 2026 A	6.937	0	$0
David W Scheible	Direttore	27 Maggio 2026 A	64.150	1	$-1.954.065
Charles M Swoboda	Direttore	27 Maggio 2026 A	5.715	0	$0
Robert K Gifford	Direttore	13 Maggio 2025 A	54.390	0	$0
Jeffrey Stephen Mccreary	Direttore	26 Agosto 2024 S	42.027	0	$0
Ramesh Gopalakrishnan	Direttore	21 Maggio 2024 A	20.669	0	$0
Douglas G Duncan	Direttore	25 Maggio 2022 A	42.232	0	$0
Bruce A Carlson	Direttore	12 Maggio 2021 A	28.246	0	$0
RAINES MERILEE	Direttore	12 Maggio 2021 A	24.489	0	$0
Clay C Williams	Direttore	16 Maggio 2018 A	53.990	0	$0
Michael R Dawson	Direttore	12 Maggio 2015 A	37.765	0	$0
Bernee Dl Strom	Direttore	12 Maggio 2015 A	36.715	0	$0
Peter G Dorflinger	Direttore	12 Maggio 2015 A	69.765	0	$0
Cary T Fu	Direttore	19 Dicembre 2012 S	329.699	0	$0
Laura W Lang	Direttore	18 Maggio 2010 A	6.000	0	$0
Donald E Nigbor	Direttore	05 Dicembre 2007 A	29.172	0	$0
John Cox	Direttore	17 Maggio 2006 A	·	0	$0
John C Custer	Direttore	12 Maggio 2005 A	45.000	0	$0
David H Arnold	Direttore	08 Dicembre 2003 G	339.846	0	$0
Anne De Greef-Safft	·	11 Agosto 2026 S	0	2	$-492.628

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

Proprietà ETF Posseduti da 59 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
PRN · Invesco Exchange-Traded Fund Trust	1,69%	72.592 SH	01 Ottobre 2026	Giornaliero
PSCT · Invesco Exchange-Traded Fund Trust …	1,25%	79.435 SH	01 Ottobre 2026	Giornaliero
ROSC · Lattice Strategies Trust	0,79%	6.106 NS	31 Luglio 2026	N-PORT
JSML · Janus Detroit Street Trust	0,79%	35.732 NS	31 Luglio 2026	N-PORT
XSMO · Invesco Exchange-Traded Fund Trust	0,77%	266.971 SH	01 Ottobre 2026	Giornaliero
RZV · Invesco Exchange-Traded Fund Trust	0,51%	16.838 SH	01 Ottobre 2026	Giornaliero
DWAS · Invesco Exchange-Traded Fund Trust …	0,39%	19.109 SH	01 Ottobre 2026	Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS	0,38%	76.128 SH	19 Agosto 2026	Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,27%	20.160 NS	31 Luglio 2026	N-PORT
NUSC · Nushares ETF Trust	0,21%	33.585 NS	31 Luglio 2026	N-PORT
RWJ · Invesco Exchange-Traded Fund Trust …	0,21%	47.979 SH	01 Ottobre 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,19%	125.445 SH	19 Agosto 2026	Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust …	0,18%	5.125 SH	01 Ottobre 2026	Giornaliero
DFAT · Dimensional ETF Trust	0,14%	254.960 NS	31 Luglio 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,13%	43.235 SH	01 Ottobre 2026	Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS	0,12%	16.787 SH	19 Agosto 2026	Giornaliero
FSMD · FIDELITY COVINGTON TRUST	0,12%	36.889 NS	31 Luglio 2026	N-PORT
VFMO · VANGUARD WELLINGTON FUND	0,11%	21.499 SH	19 Agosto 2026	Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS	0,11%	207.707 SH	19 Agosto 2026	Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe…	0,11%	3.370 SH	01 Ottobre 2026	Giornaliero
VTWG · VANGUARD SCOTTSDALE FUNDS	0,10%	17.993 SH	19 Agosto 2026	Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,10%	8.695 NS	31 Luglio 2026	N-PORT
RSSL · Global X Funds	0,09%	17.269 NS	31 Luglio 2026	N-PORT
IWM · iShares Trust	0,09%	923.645 SH	11 Settembre 2026	Giornaliero
ESML · iShares Trust	0,09%	32.399 SH	11 Settembre 2026	Giornaliero
IWO · iShares Trust	0,08%	156.975 SH	11 Settembre 2026	Giornaliero
ISCG · iShares Trust	0,08%	10.122 SH	11 Settembre 2026	Giornaliero
DFSV · Dimensional ETF Trust	0,07%	74.983 NS	31 Luglio 2026	N-PORT
VBR · VANGUARD INDEX FUNDS	0,07%	496.280 SH	19 Agosto 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,06%	117.749 NS	31 Luglio 2026	N-PORT
FYX · First Trust Exchange-Traded AlphaDE…	0,05%	8.841 NS	31 Luglio 2026	N-PORT
VGT · VANGUARD WORLD FUND	0,05%	903.007 SH	19 Agosto 2026	Giornaliero
FTEC · FIDELITY COVINGTON TRUST	0,05%	114.410 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,04%	411.072 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,04%	781.782 SH	19 Agosto 2026	Giornaliero
SMDX · Tidal Trust III	0,04%	625 NS	31 Luglio 2026	N-PORT
TDVI · First Trust Exchange-Traded Fund IV	0,04%	2.384 NS	31 Luglio 2026	N-PORT
DXUV · Dimensional ETF Trust	0,03%	2.232 NS	31 Luglio 2026	N-PORT
WSML · iShares Trust	0,02%	2.120 SH	11 Settembre 2026	Giornaliero
DFUV · Dimensional ETF Trust	0,02%	29.663 NS	31 Luglio 2026	N-PORT
DFAC · Dimensional ETF Trust	0,01%	85.659 NS	31 Luglio 2026	N-PORT
DCOR · Dimensional ETF Trust	0,01%	5.275 NS	31 Luglio 2026	N-PORT
IGM · iShares Trust	0,01%	16.601 SH	11 Settembre 2026	Giornaliero
VYM · VANGUARD WHITEHALL FUNDS	0,01%	139.408 SH	19 Agosto 2026	Giornaliero
TILT · FlexShares Trust	0,01%	1.896 NS	31 Luglio 2026	N-PORT
DFSU · Dimensional ETF Trust	0,01%	1.950 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,01%	9.042 NS	31 Luglio 2026	N-PORT
DFUS · Dimensional ETF Trust	0,00%	11.922 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,00%	52.924 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,00%	10.954 SH	09 Settembre 2026	Giornaliero
VTI · VANGUARD INDEX FUNDS	0,00%	1.080.918 SH	19 Agosto 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	28.083 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	2.992 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	2.189.612 SH	10 Settembre 2026	Giornaliero
IJS · iShares Trust	·	320.156 SH	08 Settembre 2026	Giornaliero
IWN · iShares Trust	·	183.012 SH	11 Settembre 2026	Giornaliero
XJR · iShares Trust	·	4.948 SH	31 Agosto 2026	Giornaliero
SVAL · iShares Trust	·	7.426 SH	03 Settembre 2026	Giornaliero
ISCB · iShares Trust	·	1.456 SH	11 Settembre 2026	Giornaliero

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

21

rating · 8 analisti COMPRA

Target mediano $90.00 +3,0%

1 12,5% Acquisto forte

5 62,5% Compra

2 25,0% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

3 analisti · 2026-09-30

Target medio $86.00 -1,6%

Ora Prezzo attuale $87.39

Basso$76.00 Media$86.00 Alto$92.00

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
BHE	$1.53B	62.9	0.11%	0.93%	2.2%	10.2%
JBL	$22.02B	34.6	3.2%	2.2%	40.4%	8.9%
TTMI	$7.36B	42.4	19.0%	6.1%	10.4%	20.7%
SANM	$6.09B	25.6	7.4%	3.0%	9.9%	8.8%
PLXS	$3.84B	22.9	1.8%	4.3%	12.3%	10.1%
IPGP	·	98.1	2.7%	·	·	·
CTS	$1.23B	19.6	5.2%	12.1%	11.8%	38.4%
KE	$614M	22.7	-3.7%	1.9%	4.8%	8.2%
FWDI	$2.20B	-1.0	-9.0%	-918.1%	-22.7%	28.5%
MEI	·	-8.5	-2.8%	-3.5%	-5.3%	19.8%

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.

BHE Benchmark Electronics, Inc. Common Stock

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

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

Informazioni su Benchmark Electronics, Inc. Common Stock Panoramica della società da Wikipedia

History

Services

Production bases and facilities

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) 352 filer · $3.8B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 2 partecipazioni

Insider aziendali 47 insider · 23 dirigenti · 28 direttori

Proprietà ETF Posseduti da 59 ETF

BHE 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