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

03

Prezzo $116.42

Capitalizzazione di Mercato (MRQ) $4.75B

P/E (TTM) 55.4

EPS (TTM) $2.10

Ricavi (TTM) $4.39B

ROE (TTM) 15.3%

D/E Debito/Patrimonio (MRQ) 1.1

Intervallo 52 sett. $53–$119

CHEF 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$4.15B

2016-12-30 → 2025-12-26

EPS$1.68

2016-12-30 → 2025-12-26

Flusso di cassa libero$88M

2016-12-30 → 2025-12-26

Margine netto2.1%

2016-12-30 → 2025-12-26

Valutazione e Rapporti 07–12

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

Metrica	CHEF	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	55.4media 5 anni ≈-19.4	≈-19.4	35.3	Sopravvalutato
P/S (TTM)	1.1media 5 anni ≈0.5	≈0.5	0.4	Sopravvalutato
P/B (MRQ)	7.3media 5 anni ≈3.4	≈3.4	4.2	Sopravvalutato
EV / EBITDA	27.0media 5 anni ≈21.5	≈21.5	·	·
Prezzo / FCF (TTM)	37.8media 5 anni ≈49.6	≈49.6	·	·
Prezzo / Flusso di cassa (TTM)	29.3media 5 anni ≈9.1	≈9.1	12.2	Sopravvalutato
EV / Revenue (EV / Ricavi)	1.3media 5 anni ≈0.7	≈0.7	·	·
EV / FCF	61.1media 5 anni ≈78.5	≈78.5	·	·
Prezzo / Valore contabile tangibile (MRQ)	9.1media 5 anni ≈56.8	≈56.8	·	·

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	CHEF	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	24.5%media 5 anni ≈23.6%	≈23.6%	17.0%	Di prim'ordine
Margine Operativo (TTM)	4.0%media 5 anni ≈2.7%	≈2.7%	2.5%	Di prim'ordine
Margine EBITDA (TTM)	5.3%media 5 anni ≈3.8%	≈3.8%	1.7%	Di prim'ordine
Margine ante imposte (TTM)	3.0%media 5 anni ≈1.5%	≈1.5%	2.2%	Di prim'ordine
Margine di Profitto Netto (TTM)	2.1%media 5 anni ≈1.00%	≈1.00%	1.8%	Di prim'ordine
ROA (TTM)	4.7%media 5 anni ≈2.1%	≈2.1%	2.4%	Di prim'ordine
ROE (TTM)	15.3%media 5 anni ≈7.4%	≈7.4%	7.5%	Di prim'ordine
ROIC	7.5%media 5 anni ≈5.3%	≈5.3%	9.1%	Sotto la media

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	CHEF	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	1.1media 5 anni ≈1.4	≈1.4	0.7	Debito elevato
Rapporto corrente (MRQ)	2.1media 5 anni ≈2.2	≈2.2	1.3	Liquidità elevata
Quick Ratio	1.1media 5 anni ≈1.2	≈1.2	0.4	Liquidità elevata
Debito a lungo termine / Patrimonio netto (MRQ)	1.1media 5 anni ≈1.3	≈1.3	1.0	Debito elevato

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

Metrica	CHEF	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	9.4%media 5 anni ≈31.6%	≈31.6%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	16.7%media 5 anni ≈30.6%	≈30.6%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	30.1%	·	·	·
EPS YoY	27.3%media 5 anni ≈32.6%	≈32.6%	·	·
Net Income YoY (Utile Netto YoY)	30.4%media 5 anni ≈38.5%	≈38.5%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	32.0%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	37.6%	·	·	·

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

Metrica	CHEF	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$1.68media 5 anni ≈$0.90	≈$0.90	·	·
Revenue / Share (Ricavi / Azione)	$90.20media 5 anni ≈$72.58	≈$72.58	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$2.81media 5 anni ≈$1.51	≈$1.51	·	·
Cash / Share (Liquidità / Azione)	$2.97media 5 anni ≈$2.85	≈$2.85	·	·

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

Metrica	CHEF	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	2.1media 5 anni ≈2.0	≈2.0	2.9	Debole
Inventory Turnover (Rotazione delle scorte)	9.0media 5 anni ≈10.1	≈10.1	11.7	Debole
Receivables Turnover (Rotazione dei crediti)	10.9media 5 anni ≈11.7	≈11.7	21.4	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$804.8K	·	·	·

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

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

14

Sorpresa media 24.5%

Prossimo report Ott 27, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Lug 28, 2026	$0.78	$0.60	30.3%
31 Marzo 2026		$0.40	$0.26	55.3%
31 Dicembre 2025		$0.68	$0.64	6.5%
30 Settembre 2025		$0.50	$0.43	17.4%
30 Giugno 2025		$0.52	$0.47	10.4%
31 Marzo 2025		$0.25	$0.20	26.8%

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

15

Conto Economico 15

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$4.15B	$3.79B	$3.43B	$2.61B	$1.75B	$1.11B	$1.59B	$1.44B	$1.30B	$1.19B	$1.05B	$833M
Cost of Revenue	$3.15B	$2.88B	$2.62B	$1.99B	$1.36B	$863M	$1.21B	$1.10B	$972M	$892M	$778M	$628M
Gross Profit	$1.00B	$914M	$814M	$619M	$390M	$248M	$387M	$349M	$329M	$301M	$269M	$205M
SG&A Expense	$850M	$785M	$705M	$518M	$379M	$336M	$330M	$298M	·	·	·	·
Operating Expenses	·	·	·	·	·	·	$0	$0	$288M	$254M	$228M	$172M
Operating Income	$145M	$128M	$101M	$86M	$11M	$-103M	$51M	$49M	$41M	$47M	$40M	$33M
Interest Expense	·	·	$45M	$44M	$18M	$21M	$18M	$21M	$23M	$42M	$13M	$8M
Pretax Income	$104M	$80M	$55M	$42M	$-7M	$-124M	$32M	$28M	$18M	$6M	$28M	$25M
Income Tax	$31M	$24M	$21M	$14M	$-2M	$-41M	$8M	$7M	$4M	$3M	$12M	$11M
Net Income	$72M	$55M	$35M	$28M	$-5M	$-83M	$24M	$20M	$14M	$3M	$16M	$14M
EPS (Basic)	$1.87	$1.46	$0.92	$0.75	$-0.13	$-2.46	$0.82	$0.71	$0.55	$0.12	$0.63	$0.58
EPS (Diluted)	$1.68	$1.32	$0.88	$0.73	$-0.13	$-2.46	$0.81	$0.70	$0.54	$0.12	$0.63	$0.57
Shares (Basic)	38,719,025	37,914,060	37,633,672	37,094,220	36,744,304	33,716,157	29,532,342	28,703,265	26,118,482	25,919,480	25,532,172	24,638,135
Shares (Diluted)	46,001,316	45,983,065	45,639,220	38,742,328	36,744,304	33,716,157	30,073,338	29,678,919	27,424,526	26,029,609	26,508,994	24,844,565
EBITDA	$199M	$169M	$134M	$110M	$33M	$-83M	$64M	$59M	$50M	$54M	$45M	$33M

Stato Patrimoniale 29

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$121M	$115M	$50M	$159M	$115M	$193M	$140M	$42M	$42M	$33M	$2M	$3M
Receivables	$392M	$366M	$334M	$260M	$173M	$96M	$175M	$162M	$142M	$128M	$124M	$97M
Inventory	$386M	$316M	$285M	$246M	$144M	$83M	$124M	$113M	$102M	$87M	$93M	$76M
Prepaid Expense	$71M	$71M	$63M	$56M	$38M	$33M	$14M	$12M	$11M	$16M	$9M	$10M
Current Assets	$970M	$868M	$731M	$721M	$470M	$406M	$453M	$329M	$297M	$264M	$229M	$189M
PP&E (Net)	·	·	$235M	$186M	$134M	$115M	$93M	$85M	$68M	$62M	$54M	$48M
PP&E (Gross)	·	·	·	$305M	$233M	$195M	$156M	$137M	$103M	$90M	$77M	$66M
Accum. Depreciation	$179M	$148M	$137M	$119M	$100M	$80M	$63M	$52M	$35M	$28M	$23M	$18M
Goodwill	$363M	$356M	$356M	$287M	$222M	$215M	$198M	$184M	$173M	$164M	$156M	$79M
Intangibles	$137M	$160M	$185M	$156M	$105M	$112M	$139M	$130M	$140M	$131M	$132M	$50M
Other Non-current Assets	$11M	$7M	$6M	$3M	$4M	$4M	$4M	$4M	$3M	$6M	$4M	$5M
Total Assets	$2.03B	$1.86B	$1.71B	$1.51B	$1.07B	$974M	$1.01B	$732M	$688M	$634M	$580M	$376M
Accounts Payable	$276M	$267M	$201M	$163M	$118M	$58M	$94M	$88M	$70M	$66M	$65M	$43M
Accrued Liabilities	$78M	$69M	$71M	$54M	$35M	$28M	$30M	$25M	$22M	$18M	$24M	$20M
Current Liabilities	$473M	$425M	$386M	$284M	$197M	$118M	$150M	$126M	$108M	$107M	$103M	$77M
Capital Leases	$202M	$187M	$184M	$151M	$127M	$109M	$121M	·	·	·	·	·
Deferred Tax	$22M	$16M	$14M	$6M	$0	$0	$11M	$10M	$6M	$7M	$4M	$8M
Other Non-current Liabilities	$6M	$4M	$2M	$13M	$5M	$4M	$10M	$10M	$11M	$8M	$17M	$8M
Total Liabilities	$1.42B	$1.32B	$1.25B	$1.11B	$724M	$630M	$678M	$424M	$439M	$440M	$392M	$229M
Long-term Debt	$650M	$672M	$713M	$675M	$393M	$396M	$392M	$278M	$318M	$333M	$274M	$144M
Total Debt	$749M	$707M	$718M	$666M	$399M	$404M	$387M	$278M	$318M	$333M	$275M	$144M
Common Stock	$407.0K	$402.0K	$396.0K	$386.0K	$380.0K	$373.0K	$304.0K	$300.0K	$284.0K	$263.0K	$263.0K	$250.0K
Paid-in Capital	$405M	$399M	$356M	$338M	$314M	$304M	$212M	$207M	$167M	$127M	$125M	$98M
Retained Earnings	$202M	$142M	$100M	$65M	$38M	$43M	$125M	$103M	$83M	$69M	$65M	$49M
Treasury Stock	·	·	$0	·	·	·	·	·	·	·	·	·
AOCI	$-3M	$-4M	$-2M	$-2M	$-2M	$-2M	$-2M	$-2M	$-2M	$-2M	$-3M	$-693.0K
Stockholders' Equity	$604M	$538M	$455M	$402M	$350M	$345M	$336M	$309M	$249M	$194M	$188M	$147M
Liabilities + Equity	$2.03B	$1.86B	$1.71B	$1.51B	$1.07B	$974M	$1.01B	$732M	$688M	$634M	$580M	$376M
Shares Outstanding	40,679,813	40,248,884	39,665,796	38,599,390	37,887,675	37,274,768	30,341,941	29,968,483	28,442,208	26,280,469	26,290,675	25,031,267

Flusso di cassa 18

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$54M	$41M	$33M	$24M	$22M	$20M	$13M	$10M	$9M	$7M	$6M	$3M
Stock-based Comp	$21M	$18M	$20M	$14M	$11M	$9M	$4M	$4M	$3M	$3M	$4M	$1M
Deferred Tax	$7M	$1M	$8M	$10M	$-2M	$-18M	$2M	$3M	$-703.0K	$3M	$-809.0K	$173.0K
Amort. of Intangibles	$24M	$24M	$23M	$14M	$13M	$14M	$13M	$12M	$12M	$11M	$9M	$5M
Other Non-cash	$-25M	$38M	$-34M	$-52M	$-47M	$115M	$1M	$8M	$6M	$23M	$14M	·
Operating Cash Flow	$129M	$153M	$62M	$23M	$-20M	$43M	$45M	$45M	$31M	$39M	$38M	$10M
CapEx	$41M	$50M	$57M	$46M	$39M	$7M	$16M	$20M	$12M	$17M	$22M	$24M
Investing Cash Flow	$-47M	$-50M	$-179M	$-232M	$-49M	$-68M	$-44M	$-34M	$-42M	$-36M	$-129M	$-24M
Debt Issued	·	$0	$0	$588M	$52M	$0	$150M	$0	$0	·	·	·
Net Debt Issued	$-13M	$-23M	$-29M	$588M	$52M	$0	$150M	·	·	·	·	·
Stock Issued	·	·	·	$0	$0	$86M	$0	$0	$34M	·	·	·
Stock Repurchased	$15M	$17M	$0	$0	·	·	·	·	·	·	·	·
Net Stock Activity	$-15M	$-17M	·	$0	$0	$86M	$0	·	·	·	·	·
Financing Cash Flow	$-76M	$-38M	$9M	$253M	$-9M	$78M	$97M	$-10M	$19M	$27M	$91M	$-3M
Net Change in Cash	$6M	$65M	$-109M	$44M	$-78M	$53M	$98M	$906.0K	$9M	$30M	$-874.0K	$-17M
Taxes Paid	$23M	$19M	$19M	$4M	$-230.0K	$308.0K	$6M	$5M	$333.0K	$6M	$11M	$11M
Free Cash Flow	$88M	$104M	$4M	$-23M	$-59M	$36M	$29M	$25M	$19M	$22M	$16M	$-14M
Levered FCF	·	·	$-24M	$-52M	$-71M	$22M	$15M	$10M	$1M	$118.1K	$8M	$-19M

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	24.2%	24.1%	23.7%	23.7%	22.4%	22.3%	25.5%	25.4%	25.3%	25.2%	25.4%	24.6%
Operating Margin	3.5%	3.4%	2.9%	3.3%	0.62%	-9.2%	3.2%	3.4%	3.2%	4.0%	3.8%	4.0%
Net Margin	1.7%	1.5%	1.0%	1.1%	-0.28%	-7.5%	1.5%	1.4%	1.1%	0.25%	1.5%	1.7%
Pretax Margin	2.5%	2.1%	1.6%	1.6%	-0.39%	-11.1%	2.0%	1.9%	1.4%	0.48%	2.6%	3.0%
EBITDA Margin	4.8%	4.5%	3.9%	4.2%	1.9%	-7.5%	4.0%	4.1%	3.8%	4.5%	4.2%	4.0%
ROA	3.7%	3.1%	2.1%	2.1%	-0.48%	-8.3%	2.8%	2.9%	2.2%	0.50%	3.4%	3.9%
ROE	12.4%	10.9%	7.8%	7.1%	-1.4%	-22.9%	7.3%	6.7%	6.3%	1.6%	9.7%	10.2%
ROIC	7.5%	7.2%	5.4%	5.3%	1.1%	-9.2%	5.2%	6.1%	5.7%	4.8%	5.1%	6.5%

Liquidità e Solvibilità 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	2.0	2.0	1.9	2.5	2.4	3.4	3.0	2.6	2.7	2.5	2.3	2.5
Quick Ratio	1.1	1.1	1.0	1.5	1.5	2.5	2.1	1.6	1.7	1.5	1.2	1.3
Debt / Equity	1.2	1.3	1.6	1.7	1.1	1.2	1.2	0.9	1.3	1.7	1.5	1.0
LT Debt / Equity	1.2	1.3	1.5	1.6	1.1	1.2	1.1	0.9	1.3	1.6	1.4	0.9
Interest Coverage	·	·	2.2	2.0	0.6	-4.9	2.8	2.4	1.8	1.1	3.1	4.0

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	2.1	2.1	2.1	2.0	1.7	1.1	1.8	2.0	2.0	2.0	2.2	2.3
Inventory Turnover	9.0	9.6	9.9	10.2	11.9	8.4	10.0	10.0	10.3	9.9	9.4	9.0
Receivables Turnover	10.9	10.8	11.6	12.1	13.0	8.2	9.5	9.5	9.6	9.5	9.6	9.7

Per Azione 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$14.86	$13.36	$11.46	$10.40	$9.24	$9.24	$11.07	$10.30	$8.74	$7.37	$7.15	$5.86
Revenue / Share	$90.20	$82.51	$75.24	$67.46	$47.51	$32.97	$52.93	$48.67	$47.46	$45.83	$39.95	$33.67
Cash Flow / Share	$2.81	$3.33	$1.35	$0.60	$-0.54	$1.27	$1.50	$1.52	$1.15	$1.50	$1.42	$0.39
Cash / Share	$2.97	$2.85	$1.26	$4.11	$3.04	$5.19	$4.62	$1.42	$1.46	$1.25	$0.09	$0.13
EPS (TTM)	$1.68	$1.32	$0.88	$0.73	$-0.13	$-2.46	$0.81	$0.70	$0.54	$0.12	$0.63	$0.57

Tassi di Crescita 7

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	9.4%	10.5%	31.4%	49.7%	57.0%	·	·	·	·	·	·	·
Revenue CAGR 3Y	16.7%	29.5%	45.6%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	30.1%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	27.3%	50.0%	20.5%	·	·	·	·	·	·	·	·	·
EPS CAGR 3Y	32.0%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	30.4%	60.4%	24.6%	·	·	·	·	·	·	·	·	·
Net Income CAGR 3Y	37.6%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 14

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$4.15B	$3.79B	$3.43B	$2.61B	$1.75B	$1.11B	$1.59B	$1.44B	$1.30B	$1.19B	$1.05B	$833M
Net Income TTM	$72M	$55M	$35M	$28M	$-5M	$-83M	$24M	$20M	$14M	$3M	$16M	$14M
Market Cap	$2.58B	$1.96B	$1.17B	$1.28B	$1.23B	$890M	$1.15B	$939M	$583M	$415M	$457M	$551M
Enterprise Value	$3.21B	$2.55B	$1.84B	$1.79B	$1.52B	$1.10B	$1.40B	$1.17B	$859M	$715M	$729M	$692M
P/E	37.8	36.9	33.4	45.6	-250.5	-9.7	46.9	44.8	38.0	131.7	27.6	38.6
P/S	0.6	0.5	0.3	0.5	0.7	0.8	0.7	0.6	0.4	0.3	0.4	0.7
P/B	4.3	3.6	2.6	3.2	3.5	2.6	3.4	3.0	2.3	2.1	2.4	3.8
P / Tangible Book	24.8	93.5	·	·	52.1	49.4	·	·	·	·	·	·
P / Cash Flow	20.0	12.8	18.9	55.5	-62.0	20.8	25.6	20.8	18.5	10.7	12.1	56.3
P / FCF	29.4	18.9	277.2	-56.6	-21.0	24.8	39.8	37.2	30.4	18.6	28.4	-38.3
EV / EBITDA	16.2	15.1	13.7	16.3	46.3	-13.3	21.8	19.9	17.3	13.2	16.2	21.0
EV / FCF	36.6	24.6	435.8	-78.9	-25.9	30.7	48.3	46.5	44.8	32.1	45.4	-48.0
EV / Revenue	0.8	0.7	0.5	0.7	0.9	1.0	0.9	0.8	0.7	0.6	0.7	0.8
Earnings Yield	2.6%	2.7%	3.0%	2.2%	-0.40%	-10.3%	2.1%	2.2%	2.6%	0.76%	3.6%	2.6%

Conto Economico 14

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	$1.17B	$1.06B	$1.14B	$1.02B	$1.03B	$951M	$1.03B	$931M	$955M	$874M	$950M	$882M	$882M	$720M	$791M	$662M
Cost of Revenue	$876M	$802M	$866M	$774M	$781M	$725M	$783M	$707M	$726M	$665M	$722M	$674M	$673M	$550M	$604M	$504M
Gross Profit	$293M	$257M	$277M	$247M	$254M	$226M	$251M	$225M	$229M	$209M	$229M	$208M	$208M	$170M	$187M	$158M
SG&A Expense	$234M	$224M	$225M	$208M	$214M	$203M	$207M	$193M	$195M	$190M	$190M	$180M	$179M	$156M	$153M	$130M
Operating Income	$59M	$33M	$43M	$39M	$40M	$23M	$46M	$32M	$34M	$16M	$38M	$26M	$25M	$12M	$30M	$22M
Interest Expense	·	·	·	·	·	·	·	·	·	$13M	·	$11M	$12M	$10M	·	$11M
Pretax Income	$49M	$23M	$33M	$28M	$30M	$12M	$34M	$20M	$22M	$3M	$26M	$14M	$13M	$2M	$5M	$11M
Income Tax	$15M	$5M	$11M	$9M	$8M	$2M	$11M	$6M	$7M	$828.0K	$10M	$7M	$3M	$492.0K	$4M	$3M
Net Income	$34M	$17M	$22M	$19M	$21M	$10M	$24M	$14M	$16M	$2M	$16M	$7M	$10M	$1M	$1M	$8M
EPS (Basic)	$0.87	$0.45	$0.55	$0.50	$0.55	$0.27	$0.63	$0.37	$0.41	$0.05	$0.43	$0.19	$0.26	$0.04	$0.03	$0.22
EPS (Diluted)	$0.76	$0.40	$0.50	$0.44	$0.49	$0.25	$0.56	$0.34	$0.37	$0.05	$0.40	$0.19	$0.25	$0.04	$0.06	$0.21
Shares (Basic)	38,930,511	38,795,537	·	38,575,691	38,883,019	38,695,791	·	37,863,580	37,924,931	37,820,725	·	37,692,588	37,634,127	37,507,093	·	37,120,926
Shares (Diluted)	46,049,607	46,079,299	·	45,799,937	46,031,127	46,091,441	·	45,941,315	45,947,728	38,626,885	·	45,717,496	45,604,297	38,161,269	·	42,044,053
EBITDA	$59M	$48M	·	$39M	$40M	$35M	·	$32M	$34M	$25M	·	$34M	$34M	$19M	·	$28M

Stato Patrimoniale 29

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	$135M	$123M	$121M	$65M	$97M	$117M	$115M	$51M	$38M	$42M	·	$33M	$60M	$92M	·	$145M
Receivables	$396M	$377M	$392M	$348M	$351M	$336M	$366M	$334M	$323M	$313M	·	$316M	$301M	$275M	·	$209M
Inventory	$380M	$364M	$386M	$385M	$368M	$317M	$316M	$336M	$310M	$272M	·	$312M	$292M	$275M	·	$191M
Prepaid Expense	$65M	$67M	$71M	$71M	$68M	$66M	$71M	$71M	$68M	$66M	·	$60M	$61M	$56M	·	$46M
Current Assets	$976M	$931M	$970M	$869M	$883M	$835M	$868M	$792M	$741M	$693M	·	$722M	$714M	$697M	·	$591M
PP&E (Net)	·	·	·	·	·	·	·	$270M	$260M	$251M	·	$209M	$206M	$196M	·	$159M
PP&E (Gross)	·	·	·	·	·	·	·	·	·	·	·	$346M	$335M	$317M	·	$272M
Accum. Depreciation	$202M	$190M	·	$178M	$162M	$161M	·	$165M	$155M	$146M	·	$137M	$129M	$121M	·	$113M
Goodwill	$363M	$363M	$363M	$357M	$357M	$356M	$356M	$357M	$357M	$357M	$356M	$345M	$349M	$308M	$287M	$245M
Intangibles	$126M	$132M	$137M	$144M	$148M	$154M	$160M	$167M	$172M	$179M	·	$200M	$196M	$168M	·	$116M
Other Non-current Assets	$11M	$11M	$11M	$8M	$7M	$6M	$7M	$7M	$6M	$6M	·	$6M	$5M	$5M	·	$4M
Total Assets	$2.03B	$1.99B	$2.03B	$1.92B	$1.91B	$1.84B	$1.86B	$1.77B	$1.72B	$1.67B	·	$1.66B	$1.65B	$1.55B	·	$1.25B
Accounts Payable	$246M	$233M	$276M	$228M	$279M	$250M	$267M	$232M	$220M	$183M	·	$209M	$198M	$170M	·	$143M
Accrued Liabilities	$91M	$84M	$78M	$77M	$73M	$74M	$69M	$66M	$62M	$63M	·	$75M	$72M	$72M	·	$49M
Current Liabilities	$454M	$428M	$473M	$406M	$440M	$407M	$425M	$429M	$400M	$360M	·	$350M	$333M	$304M	·	$237M
Capital Leases	$198M	$203M	$202M	$197M	$199M	$189M	$187M	$175M	$173M	$179M	·	$171M	$175M	$172M	·	$132M
Deferred Tax	$28M	$24M	$22M	$21M	$17M	$16M	$16M	$20M	$17M	$15M	·	$9M	$7M	$6M	·	·
Other Non-current Liabilities	$5M	$6M	$6M	$4M	$4M	$4M	$4M	$3M	$3M	$2M	·	$3M	$3M	$9M	·	$6M
Total Liabilities	$1.38B	$1.38B	$1.42B	$1.34B	$1.35B	$1.30B	$1.32B	$1.29B	$1.25B	$1.22B	·	$1.22B	$1.23B	$1.15B	·	$868M
Long-term Debt	$725M	$750M	$650M	$733M	$709M	$701M	$707M	$731M	$717M	$723M	·	$704M	$725M	$672M	·	$499M
Total Debt	$725M	$750M	·	$733M	$709M	$701M	·	$731M	$717M	$723M	·	$701M	$721M	$668M	·	·
Common Stock	$408.0K	$408.0K	$407.0K	$407.0K	$407.0K	$406.0K	$402.0K	$396.0K	$398.0K	$398.0K	·	$397.0K	$396.0K	$395.0K	·	$383.0K
Paid-in Capital	$407M	$401M	$405M	$399M	$395M	$393M	$399M	$359M	$356M	$353M	·	$353M	$348M	$341M	·	$323M
Retained Earnings	$244M	$211M	$202M	$180M	$165M	$152M	$142M	$124M	$117M	$102M	·	$84M	$77M	$67M	·	$64M
Treasury Stock	·	·	·	·	·	·	·	·	$10M	$5M	·	·	·	·	·	·
AOCI	$-3M	$-3M	$-3M	$-3M	$-3M	$-4M	$-4M	$-3M	$-2M	$-2M	·	$-2M	$-2M	$-2M	·	$-2M
Stockholders' Equity	$648M	$609M	$604M	$577M	$558M	$542M	$538M	$480M	$462M	$448M	$455M	$435M	$423M	$406M	$402M	$385M
Liabilities + Equity	$2.03B	$1.99B	$2.03B	$1.92B	$1.91B	$1.84B	$1.86B	$1.77B	$1.72B	$1.67B	·	$1.66B	$1.65B	$1.55B	·	$1.25B
Shares Outstanding	40,783,752	40,743,689	40,679,813	40,674,744	40,737,795	40,674,391	40,248,884	39,555,254	39,805,717	39,773,355	39,665,796	39,667,165	39,665,691	39,544,131	38,599,390	38,270,107

Flusso di cassa 17

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$15M	$15M	$15M	$14M	$13M	$12M	$11M	$11M	$10M	$9M	$9M	$8M	$9M	$7M	$7M	$6M
Stock-based Comp	$8M	$5M	$7M	$5M	$5M	$5M	$5M	$4M	$5M	$4M	$4M	$5M	$5M	$5M	$5M	$3M
Deferred Tax	$4M	$1M	$2M	$4M	$906.0K	$205.0K	$-4M	$2M	$3M	$334.0K	$5M	$2M	$867.0K	$123.0K	$2M	$2M
Amort. of Intangibles	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$5M	$4M	$3M
Other Non-cash	·	$-493.0K	·	·	·	$22M	·	·	·	$15M	·	·	·	$-16M	·	·
Operating Cash Flow	$58M	$38M	$74M	$-9M	$15M	$50M	$73M	$20M	$29M	$31M	$42M	$9M	$13M	$-2M	$-9M	$12M
CapEx	$9M	$8M	$8M	$11M	$10M	$12M	$8M	$8M	$16M	$17M	$22M	$12M	$14M	$9M	$14M	$8M
Investing Cash Flow	$-10M	$-8M	$-13M	$-11M	$-10M	$-12M	$-8M	$-8M	$-16M	$-17M	$-24M	$-13M	$-83M	$-60M	$-138M	$-18M
Debt Issued	·	·	·	·	·	·	·	·	·	·	·	·	·	·	$288M	$300M
Net Debt Issued	·	$-6M	·	·	·	$-750.0K	·	·	·	$-7M	·	·	·	·	·	·
Stock Repurchased	$0	$10M	$-1.0K	$5M	$10M	$0	$7M	$0	$5M	$5M	$0	$0	$0	$0	·	·
Net Stock Activity	·	$-10M	·	·	·	$0	·	·	·	$-5M	·	·	·	·	·	·
Financing Cash Flow	$-36M	$-29M	$-5M	$-12M	$-24M	$-35M	$-656.0K	$537.0K	$-17M	$-21M	$-1M	$-23M	$38M	$-5M	$161M	$100M
Net Change in Cash	$13M	$2M	$56M	$-32M	$-20M	$2M	$64M	$12M	$-4M	$-8M	$17M	$-27M	$-32M	$-67M	$13M	$94M
Taxes Paid	$15M	$2M	$6M	$3M	$14M	$376.0K	$9M	$4M	$4M	$2M	$2M	$7M	$8M	$3M	$792.0K	$4M
Free Cash Flow	·	$31M	·	·	·	$37M	·	·	·	$14M	·	·	·	$-11M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$5M	·	·	·	$-18M	·	·

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	25.1%	24.3%	·	24.2%	24.6%	23.8%	·	24.1%	24.0%	23.9%	·	23.5%	23.6%	23.6%	·	23.8%
Operating Margin	5.0%	3.1%	·	3.8%	3.9%	2.4%	·	3.4%	3.5%	1.8%	·	2.9%	2.9%	1.7%	·	3.3%
Net Margin	2.9%	1.6%	·	1.9%	2.1%	1.1%	·	1.5%	1.6%	0.22%	·	0.83%	1.1%	0.19%	·	1.2%
Pretax Margin	4.2%	2.1%	·	2.8%	2.9%	1.3%	·	2.2%	2.3%	0.32%	·	1.6%	1.5%	0.26%	·	1.7%
EBITDA Margin	5.0%	4.5%	·	3.8%	3.9%	3.7%	·	3.4%	3.5%	2.9%	·	3.9%	3.9%	2.6%	·	4.2%
ROA	1.7%	0.91%	·	1.0%	1.2%	0.59%	·	0.82%	0.92%	0.12%	·	0.54%	0.68%	0.11%	·	·
ROE	5.6%	3.0%	·	3.6%	4.2%	2.1%	·	3.1%	3.5%	0.45%	·	1.9%	2.4%	0.37%	·	·
ROIC	2.9%	1.9%	·	2.0%	2.3%	1.5%	·	1.8%	2.0%	0.96%	·	1.2%	1.6%	0.82%	·	·

Liquidità e Solvibilità 5

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	2.1	2.2	·	2.1	2.0	2.1	·	1.8	1.9	1.9	·	2.1	2.1	2.3	·	·
Quick Ratio	1.2	1.2	·	1.0	1.0	1.1	·	0.9	0.9	1.0	·	1.0	1.1	1.2	·	·
Debt / Equity	1.1	1.2	·	1.3	1.3	1.3	·	1.5	1.6	1.6	·	1.6	1.7	1.6	·	·
LT Debt / Equity	1.1	1.2	·	1.2	1.2	1.3	·	1.4	1.4	1.5	·	1.6	1.7	1.6	·	·
Interest Coverage	·	·	·	·	·	·	·	·	·	1.2	·	2.2	2.1	1.2	·	2.1

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	0.6	0.6	·	0.6	0.6	0.5	·	0.5	0.6	0.5	·	0.7	0.6	0.5	·	·
Inventory Turnover	2.3	2.4	·	2.1	2.3	2.5	·	2.2	2.4	2.4	·	3.0	2.8	2.6	·	·
Receivables Turnover	3.1	3.0	·	3.0	3.1	2.9	·	2.9	3.1	3.0	·	3.8	3.5	3.2	·	·

Per Azione 5

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$15.89	$14.94	·	$14.18	$13.69	$13.32	·	$12.14	$11.60	$11.26	·	$10.96	$10.66	$10.27	·	·
Revenue / Share	$25.38	$22.98	·	$22.30	$22.48	$20.63	·	$20.27	$20.78	$22.64	·	$19.29	$19.34	$18.86	·	$15.74
Cash Flow / Share	·	$0.83	·	·	·	$1.08	·	·	·	$0.80	·	·	·	$-0.06	·	·
Cash / Share	$3.32	$3.01	·	$1.60	$2.38	$2.86	·	$1.28	$0.96	$1.06	·	$0.83	$1.50	$2.32	·	·
EPS (TTM)	$2.10	$1.83	·	$1.74	$1.64	$1.52	·	$1.16	$1.01	$0.89	·	$0.54	$0.56	$0.73	·	$0.91

Valutazione (TTM) 11

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$4.39B	$4.26B	·	$4.04B	$3.95B	$3.87B	·	$3.71B	$3.66B	$3.59B	·	$3.27B	$3.05B	$2.82B	·	$2.38B
Net Income TTM	$92M	$79M	·	$75M	$70M	$64M	·	$48M	$41M	$35M	·	$20M	$21M	$28M	·	$35M
Market Cap	$3.91B	$2.43B	·	$2.38B	$2.59B	$2.17B	·	$1.65B	$1.56B	$1.50B	·	$840M	$1.42B	$1.35B	·	·
Enterprise Value	$4.50B	$3.05B	·	$3.05B	$3.20B	$2.76B	·	$2.33B	$2.24B	$2.18B	·	$1.51B	$2.08B	$1.92B	·	·
P/E	45.7	32.5	·	33.6	38.7	35.2	·	36.0	38.7	42.3	·	39.2	63.9	46.6	·	33.3
P/S	0.9	0.6	·	0.6	0.7	0.6	·	0.4	0.4	0.4	·	0.3	0.5	0.5	·	·
P/B	6.0	4.0	·	4.1	4.6	4.0	·	3.4	3.4	3.3	·	1.9	3.4	3.3	·	·
P / Tangible Book	24.6	21.2	·	31.5	49.0	70.2	·	·	·	·	·	·	·	·	·	·
P / Cash Flow	·	63.4	·	·	·	43.9	·	·	·	48.5	·	·	·	-595.5	·	·
EV / Revenue	1.0	0.7	·	0.8	0.8	0.7	·	0.6	0.6	0.6	·	0.5	0.7	0.7	·	·
Earnings Yield	2.2%	3.1%	·	3.0%	2.6%	2.8%	·	2.8%	2.6%	2.4%	·	2.5%	1.6%	2.1%	·	3.0%

Periodo più recente a sinistra · valori nulli mostrati come ·

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

16

Metrica	2025-12-26	2024-12-27	2023-12-29	2022-12-30	2021-12-24
Ricavi	$4.15B	$3.79B	$3.43B	$2.61B	$1.75B
Margine Lordo %	24.2%	24.1%	23.7%	23.7%	22.4%
Margine Operativo %	3.5%	3.4%	2.9%	3.3%	0.62%
Utile netto	$72M	$55M	$35M	$28M	$-5M
EPS Diluito	$1.68	$1.32	$0.88	$0.73	$-0.13

Metrica	2025-12-26	2024-12-27	2023-12-29	2022-12-30	2021-12-24
Debito / Patrimonio Netto	1.2	1.3	1.6	1.7	1.1
Rapporto corrente	2.0	2.0	1.9	2.5	2.4
Quick Ratio	1.1	1.1	1.0	1.5	1.5

Metrica	2025-12-26	2024-12-27	2023-12-29	2022-12-30	2021-12-24
Flusso di cassa libero	$88M	$104M	$4M	$-23M	$-59M

Proprietari istituzionali (13F) 306 filer · $3.9B 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 306

Valore detenuto $3.9B

Nuove posizioni 69

Posizioni chiuse 29

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
69 (+18 vs trimestre precedente)	29 (0 vs trimestre precedente)	103 (+11 vs trimestre precedente)	87 (+14 vs trimestre precedente)	+416K

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.	$580.440.541	6.039.964	14,97%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$229.770.392	2.390.951	5,93%	Azioni
VANGUARD GROUP INC	$175.010.236	2.807.801	4,51%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$155.828.168	1.621.521	4,02%	Azioni
JPMORGAN CHASE & CO	$148.603.803	1.557.862	3,83%	Azioni
STATE STREET CORP	$144.845.121	1.507.277	3,74%	Azioni
VICTORY CAPITAL MANAGEMENT INC	$130.129.106	1.354.101	3,36%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$96.188.893	1.000.925	2,48%	Azioni
DIMENSIONAL FUND ADVISORS LP	$95.401.099	992.743	2,46%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$92.625.722	963.665	2,39%	Azioni
FMR LLC	$91.107.976	948.054	2,35%	Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$90.637.100	943.154	2,34%	Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$86.358.000	898.627	2,23%	Azioni
Invesco Ltd.	$78.374.740	815.554	2,02%	Azioni
Select Equity Group, L.P.	$73.558.303	765.435	1,90%	Azioni
ALLIANCEBERNSTEIN L.P.	$63.961.066	1.075.880	1,65%	Azioni
D. E. Shaw & Co., Inc.	$63.857.777	664.493	1,65%	Azioni
KENNEDY CAPITAL MANAGEMENT LLC	$62.661.236	652.042	1,62%	Azioni
JENNISON ASSOCIATES LLC	$55.454.218	577.047	1,43%	Azioni
FEDERATED HERMES, INC.	$48.905.962	508.907	1,26%	Azioni
NORTHERN TRUST CORP	$47.429.675	493.545	1,22%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$42.600.938	443.298	1,10%	Azioni
AMERIPRISE FINANCIAL INC	$42.299.472	440.161	1,09%	Azioni
VOYA INVESTMENT MANAGEMENT LLC	$40.551.221	421.969	1,05%	Azioni
GOLDMAN SACHS GROUP INC	$40.058.228	416.839	1,03%	Azioni
MORGAN STANLEY	$38.654.747	402.233	1,00%	Azioni
Capital Research Global Investors	$33.356.694	347.104	0,86%	Azioni
Artisan Partners Limited Partnership	$32.167.937	334.734	0,83%	Azioni
Nuveen, LLC	$31.524.932	328.043	0,81%	Azioni
Woodline Partners LP	$29.301.755	304.909	0,76%	Azioni
BANK OF MONTREAL /CAN/	$28.108.097	292.488	0,73%	Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$28.009.787	291.465	0,72%	Azioni
ROYAL BANK OF CANADA	$27.117.000	282.188	0,70%	Azioni
JANE STREET GROUP, LLC	$26.157.363	272.189	0,67%	Azioni
VANGUARD FIDUCIARY TRUST CO	$25.069.127	260.865	0,65%	Azioni
TimesSquare Capital Management, LLC	$25.043.788	421.258	0,65%	Azioni
SCHRODER INVESTMENT MANAGEMENT GROUP	$23.796.391	249.726	0,61%	Azioni
BNP PARIBAS FINANCIAL MARKETS	$23.515.382	244.697	0,61%	Azioni
BANK OF AMERICA CORP /DE/	$22.534.105	234.486	0,58%	Azioni
WCM INVESTMENT MANAGEMENT, LLC	$22.478.435	235.895	0,58%	Azioni
Bank of New York Mellon Corp	$22.115.518	230.130	0,57%	Azioni
NEW YORK STATE COMMON RETIREMENT FUND	$21.742.913	226.253	0,56%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$21.665.938	225.452	0,56%	Azioni
UBS Group AG	$21.422.035	222.914	0,55%	Azioni
AMERICAN CENTURY COMPANIES INC	$20.845.724	216.917	0,54%	Azioni
BARCLAYS PLC	$20.462.287	212.927	0,53%	Azioni
Aberdeen Group plc	$18.941.406	197.101	0,49%	Azioni
NEUBERGER BERMAN GROUP LLC	$18.920.360	196.882	0,49%	Azioni
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$18.704.520	194.636	0,48%	Azioni
Pictet Asset Management Holding SA	$17.956.381	186.851	0,46%	Azioni

Mostra tutti i 306 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
Legion Partners, L.P. I, Legion Partners, L.P. II, Legion Partners, LLC, Legion Partners Asset Management, LLC, Legion Partners Holdings, LLC, Christopher S. Kiper, Raymond White ×5 depositi	29 Aprile 2020	·	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 29 insider · 10 dirigenti · 19 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Christopher Pappas	President and CEO	14 Agosto 2026 S	2.105.480	4	$-26.758.127
James Leddy	Chief Financial Officer	04 Marzo 2026 F	133.235	1	$-1.366.420
John D Austin	Chief Financial Officer	01 Luglio 2017 F	82.909	0	$0
Kenneth Clark	Chief Financial Officer	29 Maggio 2012 D	216.629	0	$0
John Pappas	Vice Chairman and COO	04 Marzo 2026 F	769.575	0	$0
Christina Polychroni	Chief Human Resources Officer	14 Agosto 2026 S	22.014	4	$-1.101.749
Alexandros Aldous	General Counsel	14 Agosto 2026 S	34.442	8	$-5.984.889
Tim Mccauley	Chief Accounting Officer	04 Marzo 2026 F	48.943	1	$-525.000
Patricia Lecouras	Chief Human Resources Officer	07 Giugno 2021 S	122.153	0	$0
Frank O'Dowd	Chief Information Officer	02 Maggio 2016 S	111.759	0	$0
Wendy M. Weinstein	Direttore	08 Maggio 2026 A	8.240	0	$0
Debra Walton	Direttore	08 Maggio 2026 A	8.092	0	$0
Lester Owens	Direttore	08 Maggio 2026 A	7.890	0	$0
Richard N. Peretz	Direttore	08 Maggio 2026 A	7.890	0	$0
Aylwin B Lewis	Direttore	08 Maggio 2026 A	19.898	0	$0
Steven F Goldstone	Direttore	08 Maggio 2026 A	37.015	0	$0
Ivy Brown	Direttore	09 Maggio 2025 A	18.246	0	$0
Joseph M. Cugine	Direttore	28 Febbraio 2025 S	27.727	0	$0
Katherine Oliver	Direttore	10 Maggio 2024 A	40.943	0	$0
Alan C. Guarino	Direttore	18 Agosto 2023 G	26.465	0	$0
Dominick Cerbone	Direttore	12 Maggio 2023 A	38.218	0	$0
Stephen P Hanson	Direttore	12 Maggio 2023 A	79.485	0	$0
John A Couri	Direttore	23 Novembre 2018 S	16.007	0	$0
Christina Carroll	Direttore	18 Maggio 2018 A	3.204	0	$0
David E. Schreibman	Direttore	18 Maggio 2018 A	3.204	0	$0
Kevin L Cox	Direttore	17 Maggio 2012 A	8.215	0	$0
Dean Facatselis	Direttore	02 Agosto 2011 S	285.439	0	$0
James Wagner	·	02 Agosto 2012 F	300.889	0	$0
Kay Facatselis	·	02 Agosto 2011 S	285.441	0	$0

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

Proprietà ETF Posseduti da 51 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
PSCC · Invesco Exchange-Traded Fund Trust …	4,87%	14.289 SH	01 Ottobre 2026	Giornaliero
PSL · Invesco Exchange-Traded Fund Trust	2,99%	20.469 SH	01 Ottobre 2026	Giornaliero
PBJ · Invesco Exchange-Traded Fund Trust	2,94%	21.995 SH	01 Ottobre 2026	Giornaliero
RZG · Invesco Exchange-Traded Fund Trust	1,76%	18.656 SH	01 Ottobre 2026	Giornaliero
SAWS · ETF Series Solutions	1,13%	768 NS	31 Luglio 2026	N-PORT
FYC · First Trust Exchange-Traded AlphaDE…	0,81%	91.316 NS	31 Luglio 2026	N-PORT
XSMO · Invesco Exchange-Traded Fund Trust	0,79%	200.890 SH	01 Ottobre 2026	Giornaliero
DWAS · Invesco Exchange-Traded Fund Trust …	0,52%	18.918 SH	01 Ottobre 2026	Giornaliero
FSTA · FIDELITY COVINGTON TRUST	0,42%	51.257 NS	31 Luglio 2026	N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,39%	19.969 NS	31 Luglio 2026	N-PORT
FYX · First Trust Exchange-Traded AlphaDE…	0,38%	45.386 NS	31 Luglio 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,38%	43.198 SH	19 Agosto 2026	Giornaliero
VDC · VANGUARD WORLD FUND	0,35%	335.512 SH	19 Agosto 2026	Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust …	0,29%	50.894 SH	01 Ottobre 2026	Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust …	0,27%	5.636 SH	01 Ottobre 2026	Giornaliero
IWO · iShares Trust	0,27%	349.468 SH	11 Settembre 2026	Giornaliero
VTWG · VANGUARD SCOTTSDALE FUNDS	0,21%	39.850 SH	19 Agosto 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,19%	126.906 SH	19 Agosto 2026	Giornaliero
BKSE · BNY Mellon ETF Trust	0,18%	1.336 NS	31 Luglio 2026	N-PORT
EBIT · Harbor ETF Trust	0,17%	173 NS	31 Luglio 2026	N-PORT
FAD · First Trust Exchange-Traded AlphaDE…	0,17%	8.271 NS	31 Luglio 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,16%	9.519 NS	31 Luglio 2026	N-PORT
RSSL · Global X Funds	0,14%	17.812 NS	31 Luglio 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,14%	33.083 SH	01 Ottobre 2026	Giornaliero
IWM · iShares Trust	0,13%	952.342 SH	11 Settembre 2026	Giornaliero
SMDX · Tidal Trust III	0,13%	1.511 NS	31 Luglio 2026	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0,11%	214.343 SH	19 Agosto 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,11%	142.546 NS	31 Luglio 2026	N-PORT
ISCG · iShares Trust	0,08%	6.628 SH	11 Settembre 2026	Giornaliero
ESML · iShares Trust	0,06%	15.046 SH	11 Settembre 2026	Giornaliero
ISCF · iShares Trust	0,05%	28.462 SH	11 Settembre 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,05%	2.287 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,04%	416.377 SH	19 Agosto 2026	Giornaliero
WSML · iShares Trust	0,04%	2.287 SH	11 Settembre 2026	Giornaliero
DFSU · Dimensional ETF Trust	0,03%	5.198 NS	31 Luglio 2026	N-PORT
DFUV · Dimensional ETF Trust	0,02%	33.274 NS	31 Luglio 2026	N-PORT
DFAC · Dimensional ETF Trust	0,02%	81.919 NS	31 Luglio 2026	N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe…	0,02%	377 SH	01 Ottobre 2026	Giornaliero
DCOR · Dimensional ETF Trust	0,01%	4.311 NS	31 Luglio 2026	N-PORT
TILT · FlexShares Trust	0,01%	2.370 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,01%	8.937 NS	31 Luglio 2026	N-PORT
DFUS · Dimensional ETF Trust	0,01%	11.125 NS	31 Luglio 2026	N-PORT
IWV · iShares Trust	0,01%	10.802 SH	11 Settembre 2026	Giornaliero
ITOT · iShares Trust	0,01%	50.941 SH	11 Settembre 2026	Giornaliero
VTI · VANGUARD INDEX FUNDS	0,00%	1.167.609 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	3.054 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	2.214.915 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	344.003 SH	09 Settembre 2026	Giornaliero
XJR · iShares Trust	·	5.009 SH	31 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	1.590 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	3.157 SH	11 Settembre 2026	Giornaliero

CHEF 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 $125.00 +7,4%

5 33,3% Acquisto forte

7 46,7% Compra

3 20,0% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

8 analisti · 2026-10-02

Target medio $122.00 +4,8%

Ora Prezzo attuale $116.42

Basso$104.00 Media$122.00 Alto$131.00

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
CHEF	$2.58B	37.8	9.4%	1.7%	12.4%	24.2%
SYY	$63.37B	22.6	3.9%	2.1%	71.0%	18.5%
USFD	$16.84B	26.0	4.1%	1.7%	15.1%	17.4%
PFGC	$17.24B	48.2	7.2%	0.53%	7.5%	11.9%
UNFI	$3.07B	37.9	-2.0%	0.27%	5.3%	13.5%
ANDE	·	32.6	-2.2%	0.87%	7.3%	6.5%
HFFG	$114M	-2.9	2.2%	-3.2%	-17.6%	16.9%

Ultime notizie Notizie recenti che menzionano questa società

23

Il Chief Accounting Officer di Chef's Warehouse Vende Azioni per Quasi $35.000 per Coprire le Tasse Nasdaq · 6 mesi, 1 settimana fa

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

25

BOUNCE_UP Stop out Set 23

rischio 1 premio 1,50

ingresso $61.01 R:R 1,50

Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.

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.

CHEF The Chefs' Warehouse, Inc. - Common Stock

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

CHEF 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

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) 306 filer · $3.9B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 1 partecipazione

Insider aziendali 29 insider · 10 dirigenti · 19 direttori

Proprietà ETF Posseduti da 51 ETF

CHEF 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

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

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