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

03

Prezzo $47.17

Capitalizzazione di Mercato (MRQ) $1.48B

P/E (TTM) 25.5

EPS (TTM) $1.85

Ricavi (TTM) $1.37B

Rendimento div. 1.7%

ROE (TTM) 5.5%

Intervallo 52 sett. $31–$54

CNMD 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
10 Settembre 2001	3-for-2	Avanti
01 Dicembre 1995	3-for-2	Avanti
28 Dicembre 1994	3-for-2	Avanti

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

06

Ricavi$1.37B

2016-12-31 → 2025-12-31

EPS$1.51

2016-12-31 → 2025-12-31

Flusso di cassa libero$151M

2016-12-31 → 2025-12-31

Margine netto4.1%

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	CNMD	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	25.5media 5 anni ≈27.3	≈27.3	33.6	Sottovalutato
P/S (TTM)	1.1media 5 anni ≈2.5	≈2.5	2.4	Sottovalutato
P/B (MRQ)	1.4media 5 anni ≈3.4	≈3.4	4.4	Sottovalutato
Prezzo / FCF (TTM)	11.0media 5 anni ≈68.0	≈68.0	·	·
Prezzo / Flusso di cassa (TTM)	9.8media 5 anni ≈34.1	≈34.1	26.2	Sottovalutato
Prezzo / Valore contabile tangibile (MRQ)	3.1	·	·	·
PEG Ratio	≈0.7	·	·	·

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	CNMD	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	55.8%media 5 anni ≈55.2%	≈55.2%	60.8%	In linea
Margine Operativo (TTM)	8.0%media 5 anni ≈10.0%	≈10.0%	10.4%	In linea
EBITDA Margin (Margine EBITDA)	7.5%media 5 anni ≈10.0%	≈10.0%	10.6%	In linea
Margine ante imposte (TTM)	6.1%media 5 anni ≈4.9%	≈4.9%	9.1%	In linea
Margine di Profitto Netto (TTM)	4.1%media 5 anni ≈3.4%	≈3.4%	6.7%	In linea
ROA (TTM)	2.4%media 5 anni ≈2.0%	≈2.0%	1.2%	Di prim'ordine
ROE (TTM)	5.5%media 5 anni ≈4.7%	≈4.7%	2.2%	Di prim'ordine
ROIC	6.6%media 5 anni ≈11.5%	≈11.5%	3.4%	Di prim'ordine

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	CNMD	media 5 anni	Mediana dei peer	Verdetto
Rapporto corrente (MRQ)	1.5media 5 anni ≈2.1	≈2.1	3.2	Bassa liquidità
Quick Ratio	0.8media 5 anni ≈0.8	≈0.8	1.6	Bassa liquidità
Interest Coverage (Copertura degli interessi)	3.3media 5 anni ≈3.4	≈3.4	3.3	In linea

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

Metrica	CNMD	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	5.2%media 5 anni ≈10.0%	≈10.0%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	9.6%media 5 anni ≈10.5%	≈10.5%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	9.8%	·	·	·
EPS YoY	-64.5%media 5 anni ≈183.4%	≈183.4%	·	·
Net Income YoY (Utile Netto YoY)	-64.5%media 5 anni ≈199.4%	≈199.4%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	29.9%	·	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	36.4%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	28.4%	·	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	37.7%	·	·	·

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

Metrica	CNMD	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$1.51media 5 anni ≈$1.41	≈$1.41	·	·
Revenue / Share (Ricavi / Azione)	$44.13media 5 anni ≈$38.34	≈$38.34	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$5.48media 5 anni ≈$3.88	≈$3.88	·	·

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

Metrica	CNMD	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.6media 5 anni ≈0.6	≈0.6	0.6	In linea
Inventory Turnover (Rotazione delle scorte)	1.8media 5 anni ≈1.8	≈1.8	1.8	Debole
Receivables Turnover (Rotazione dei crediti)	5.7media 5 anni ≈5.6	≈5.6	6.9	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$352.5K	·	·	·

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

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

13

Dividend Yield1.7%

Rapporto di Distribuzione Utili52.6%

Pagamento annualizzato≈$0.80Pagato trimestralmente

CAGR Dividendi 5Y≈0.00%Per azione, rettificato per lo split

Data ex-dividendo	Importo	Valuta	Rendimento
Set 15, 2025	$0,20	USD	≈1.5%
Giu 13, 2025	$0,20	USD	≈1.5%
Mar 14, 2025	$0,20	USD	≈1.4%
Dic 20, 2024	$0,20	USD	≈1.2%
Set 16, 2024	$0,20	USD	≈1.1%
Giu 14, 2024	$0,20	USD	≈1.1%
Mar 14, 2024	$0,20	USD	≈1.0%
Dic 15, 2023	$0,20	USD	≈0.71%
Set 14, 2023	$0,20	USD	≈0.74%
Giu 14, 2023	$0,20	USD	≈0.59%
Mar 14, 2023	$0,20	USD	≈0.86%
Dic 15, 2022	$0,20	USD	≈0.93%
Set 14, 2022	$0,20	USD	≈0.86%
Giu 14, 2022	$0,20	USD	≈0.86%
Mar 14, 2022	$0,20	USD	≈0.59%
Dic 14, 2021	$0,20	USD	≈0.60%
Set 14, 2021	$0,20	USD	≈0.64%
Giu 14, 2021	$0,20	USD	≈0.58%
Mar 12, 2021	$0,20	USD	≈0.64%
Dic 14, 2020	$0,20	USD	≈0.76%

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

14

Sorpresa media 8.4%

Prossimo report Nov 03, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Lug 28, 2026	$1.38	$1.13	21.8%
31 Marzo 2026		$0.89	$0.84	6.5%
31 Dicembre 2025		$1.43	$1.35	5.9%
30 Settembre 2025		$1.08	$1.07	0.66%
30 Giugno 2025		$1.15	$1.15	0.37%
31 Marzo 2025		$0.95	$0.83	14.8%

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	$1.37B	$1.31B	$1.24B	$1.05B	$1.01B	$862M	$955M	$860M	$796M	$764M	$719M	$740M
Cost of Revenue	$624M	$574M	$568M	$474M	$443M	$402M	$430M	$391M	$365M	$355M	$337M	$336M
Gross Profit	$750M	$733M	$676M	$571M	$568M	$460M	$525M	$469M	$431M	$408M	$382M	$404M
R&D Expense	$56M	$54M	$53M	$47M	$44M	$40M	$45M	$42M	$32M	$32M	$27M	$28M
SG&A Expense	$592M	$478M	$503M	$454M	$415M	$374M	$400M	$356M	$352M	$338M	$303M	$323M
Operating Expenses	$648M	$533M	$556M	$501M	$458M	$414M	$446M	$398M	$384M	$371M	$331M	$351M
Operating Income	$103M	$200M	$121M	$70M	$110M	$46M	$79M	$71M	$47M	$38M	$51M	$53M
Interest Expense	$31M	$37M	$40M	$29M	$35M	$44M	$43M	$21M	$18M	$15M	$6M	$6M
Pretax Income	$71M	$163M	$81M	$-71M	$73M	$2M	$31M	$51M	$29M	$19M	$45M	$47M
Income Tax	$24M	$31M	$16M	$10M	$11M	$-8M	$3M	$10M	$-27M	$5M	$15M	$14M
Net Income	$47M	$132M	$64M	$-81M	$63M	$10M	$29M	$41M	$55M	$15M	$30M	$32M
EPS (Basic)	$1.52	$4.29	$2.10	$-2.68	$2.14	$0.33	$1.01	$1.45	$1.99	$0.53	$1.10	$1.17
EPS (Diluted)	$1.51	$4.25	$2.04	$-2.68	$1.94	$0.32	$0.97	$1.41	$1.97	$0.52	$1.09	$1.16
Shares (Basic)	31,036,000	30,846,000	30,668,000	30,040,000	29,162,000	28,581,000	28,325,000	28,118,000	27,939,000	27,804,000	27,653,000	27,401,000
Shares (Diluted)	31,149,000	31,150,000	31,548,000	30,040,000	32,216,000	29,464,000	29,495,000	28,890,000	28,171,000	27,964,000	27,858,000	27,769,000
EBITDA	$103M	$200M	$121M	$70M	$110M	$46M	$79M	$71M	$47M	$38M	$51M	$53M

Stato Patrimoniale 28

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	·	·	·	·	·	·	$26M	$18M	$33M	$27M	$73M	$66M
Receivables	$248M	$238M	$242M	$191M	$184M	$177M	$189M	$182M	$167M	$148M	$134M	$129M
Inventory	$356M	$347M	$318M	$332M	$232M	$195M	$165M	$155M	$141M	$136M	$133M	$148M
Prepaid Expense	$29M	$31M	$31M	$29M	$24M	$17M	$18M	$21M	$16M	$19M	$20M	$22M
Current Assets	$673M	$640M	$616M	$581M	$460M	$417M	$397M	$374M	$357M	$331M	$360M	$381M
PP&E (Net)	$113M	$116M	$121M	$116M	$109M	$111M	$119M	$113M	$116M	$122M	$125M	$133M
PP&E (Gross)	$430M	$421M	$413M	$393M	$373M	$357M	$347M	$332M	$323M	$308M	$293M	$298M
Accum. Depreciation	$317M	$305M	$292M	$278M	$264M	$246M	$228M	$219M	$207M	$186M	$168M	$164M
Goodwill	$807M	$805M	$807M	$815M	$618M	$618M	$618M	$400M	$402M	$398M	$261M	$256M
Intangibles	$582M	$618M	$649M	$682M	$471M	$502M	$533M	$413M	$415M	$420M	$308M	$316M
Other Non-current Assets	$150M	$116M	$96M	$94M	$99M	$104M	$108M	$68M	$68M	·	·	·
Total Assets	$2.33B	$2.31B	$2.30B	$2.30B	$1.77B	$1.75B	$1.78B	$1.37B	$1.36B	$1.33B	$1.10B	$1.10B
Accounts Payable	$94M	$102M	$88M	$73M	$58M	$53M	$56M	$53M	$42M	$42M	$35M	$24M
Current Liabilities	$315M	$278M	$311M	$297M	$197M	$190M	$188M	$161M	$150M	$114M	$120M	$116M
Capital Leases	$44M	$33M	$10M	$12M	$13M	$15M	$17M	·	·	·	·	·
Deferred Tax	$80M	$74M	$61M	$67M	$69M	$58M	$74M	$81M	$78M	$119M	$103M	$112M
Other Non-current Liabilities	$64M	$86M	$121M	$204M	$43M	$59M	$47M	$26M	$27M	$27M	$24M	$49M
Total Liabilities	$1.29B	$1.34B	$1.47B	$1.55B	$981M	$1.04B	$1.06B	$707M	$727M	$748M	$517M	$517M
Long-term Debt	·	·	·	·	·	·	·	$457M	$486M	$498M	$271M	$241M
Total Debt	·	·	·	·	·	·	·	$457M	$486M	$498M	$271M	$241M
Common Stock	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K
Paid-in Capital	$503M	$477M	$447M	$413M	$397M	$383M	$379M	$342M	$334M	$329M	$325M	$320M
Retained Earnings	$589M	$560M	$453M	$413M	$497M	$457M	$471M	$465M	$440M	$407M	$415M	$406M
Treasury Stock	$13M	$16M	$15M	$23M	$54M	$68M	$81M	$89M	$94M	$97M	$101M	$105M
AOCI	$-46M	$-59M	$-50M	$-58M	$-54M	$-64M	$-59M	$-56M	$-49M	$-59M	$-54M	$-40M
Stockholders' Equity	$1.03B	$963M	$834M	$746M	$785M	$709M	$710M	$662M	$631M	$581M	$585M	$581M
Liabilities + Equity	$2.33B	$2.31B	$2.30B	$2.30B	$1.77B	$1.75B	$1.78B	$1.37B	$1.36B	$1.33B	$1.10B	$1.10B
Shares Outstanding	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000

Flusso di cassa 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Stock-based Comp	$28M	$26M	$24M	$22M	$16M	$13M	$12M	$10M	$8M	$8M	$7M	$9M
Deferred Tax	$4M	$12M	$700.0K	$-6M	$3M	$-14M	$-6M	$2M	$-40M	$-3M	$2M	$-284.0K
Amort. of Intangibles	$35M	$35M	$35M	$34M	$33M	$34M	$32M	$23M	$21M	$20M	$13M	$13M
Restructuring	·	·	·	·	·	·	·	·	$4M	$10M	$22M	$22M
Operating Cash Flow	$171M	$167M	$125M	$33M	$112M	$65M	$95M	$75M	$66M	$40M	$51M	$65M
CapEx	$20M	$13M	$19M	$22M	$15M	$13M	$20M	$17M	$13M	$15M	$15M	$15M
Investing Cash Flow	$-21M	$-13M	$-20M	$-250M	$-15M	$-14M	$-388M	$-17M	$-29M	$-266M	$-24M	$-21M
Debt Issued	·	·	·	·	·	·	$265M	$0	$0	$175M	$0	$0
Net Debt Issued	·	·	·	·	·	·	$111M	$-13M	$-9M	$166M	·	·
Stock Repurchased	·	·	·	·	·	·	·	·	·	$0	$0	$17M
Net Stock Activity	·	·	·	·	·	·	·	·	·	$0	$0	$-17M
Dividends Paid	$25M	$25M	$25M	$24M	$23M	$23M	$23M	$22M	$22M	$22M	$22M	$22M
Financing Cash Flow	$-136M	$-151M	$-110M	$225M	$-102M	$-52M	$301M	$-72M	$-35M	$183M	$-13M	$-26M
Net Change in Cash	$16M	$163.0K	$-5M	$8M	$-7M	$2M	$8M	$-15M	$5M	$-45M	$6M	$12M
Taxes Paid	$21M	$17M	$19M	·	·	·	·	·	·	·	·	·
Free Cash Flow	$151M	$154M	$106M	$12M	$97M	$52M	$75M	$58M	$53M	$23M	$33M	$50M
Levered FCF	$130M	$124M	$75M	$-21M	$67M	$-210M	$36M	$42M	$18M	$12M	$29M	$46M

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	54.6%	56.1%	54.3%	54.6%	56.2%	53.4%	54.9%	54.6%	54.1%	53.5%	53.1%	54.6%
Operating Margin	7.5%	15.3%	9.7%	6.7%	10.9%	5.3%	8.3%	8.3%	5.9%	4.9%	7.1%	7.1%
Net Margin	3.4%	10.1%	5.2%	-7.7%	6.2%	1.1%	3.0%	4.8%	7.0%	1.9%	4.2%	4.3%
Pretax Margin	5.2%	12.5%	6.5%	-6.8%	7.2%	0.19%	3.3%	5.9%	3.6%	2.5%	6.3%	6.3%
EBITDA Margin	7.5%	15.3%	9.7%	6.7%	10.9%	5.3%	8.3%	8.3%	5.9%	4.9%	7.1%	7.1%
ROA	2.0%	5.8%	2.8%	-4.0%	3.6%	0.54%	1.8%	3.0%	4.1%	1.2%	2.8%	2.9%
ROE	4.6%	14.0%	7.9%	-11.0%	8.1%	1.4%	4.1%	6.2%	9.2%	2.5%	5.2%	5.4%
ROIC	6.6%	16.9%	11.5%	10.7%	11.9%	38.5%	10.2%	5.1%	8.1%	2.6%	4.0%	4.4%

Liquidità e Solvibilità 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	2.1	2.3	2.0	2.0	2.3	2.2	2.1	2.3	2.4	2.9	3.4	3.3
Quick Ratio	0.8	0.9	0.8	0.6	0.9	0.9	1.1	1.2	1.3	1.5	1.7	1.7
Debt / Equity	·	·	·	·	·	·	·	0.7	0.8	0.9	0.5	0.4
LT Debt / Equity	·	·	·	·	·	·	·	0.7	0.7	0.8	0.5	0.4
Interest Coverage	3.3	5.4	3.0	2.4	3.1	1.0	1.9	3.5	2.6	2.5	8.5	8.6

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.6	0.6	0.5	0.5	0.6	0.5	0.6	0.6	0.6	0.6	0.7	0.7
Inventory Turnover	1.8	1.7	1.7	1.7	2.1	2.2	2.7	2.6	2.6	2.6	2.1	2.3
Receivables Turnover	5.7	5.4	5.7	5.6	5.6	4.7	5.2	4.9	5.1	5.4	5.5	5.5

Per Azione 6

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$33.01	$30.76	$26.65	$23.82	$25.09	$22.65	$22.70	$21.16	$20.17	$18.55	$18.69	$18.57
Revenue / Share	$44.13	$41.96	$39.46	$34.80	$31.37	$29.27	$32.38	$29.76	$28.27	$27.30	$25.82	$26.65
Cash Flow / Share	$5.48	$5.36	$3.97	$1.11	$3.47	$2.19	$3.23	$2.59	$2.33	$1.37	$1.73	$2.35
Cash / Share	·	·	·	·	·	·	$0.83	$0.56	$1.04	$0.88	$2.32	$2.12
Dividend / Share	$0.60	$0.80	$0.80	$0.80	$0.80	$0.80	$0.80	$0.80	$0.80	$0.80	$0.80	$0.80
EPS (TTM)	$1.51	$4.25	$2.04	$-2.68	$1.94	$0.32	$0.97	$1.41	$1.97	$0.52	$1.09	$1.16

Tassi di Crescita 10

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	5.2%	5.0%	19.1%	3.5%	17.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	9.6%	8.9%	13.0%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	9.8%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	-64.5%	108.3%	·	·	506.2%	·	·	·	·	·	·	·
EPS CAGR 3Y	·	29.9%	85.4%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	36.4%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-64.5%	105.4%	·	·	557.2%	·	·	·	·	·	·	·
Net Income CAGR 3Y	·	28.4%	89.2%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	37.7%	·	·	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	1.6%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 16

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$1.37B	$1.31B	$1.24B	$1.05B	$1.01B	$862M	$955M	$860M	$796M	$764M	$719M	$740M
Net Income TTM	$47M	$132M	$64M	$-81M	$63M	$10M	$29M	$41M	$55M	$15M	$30M	$32M
Market Cap	$1.27B	$2.14B	$3.43B	$2.77B	$4.44B	$3.51B	$3.50B	$2.01B	$1.60B	$1.38B	$1.38B	$1.41B
Enterprise Value	·	·	·	·	·	·	·	$2.45B	$2.05B	$1.85B	$1.58B	$1.58B
P/E	26.9	16.1	53.7	-33.1	73.1	350.0	115.3	45.5	25.9	84.9	40.4	38.8
P/S	0.9	1.6	2.8	2.7	4.4	4.1	3.7	2.3	2.0	1.8	1.9	1.9
P/B	1.2	2.2	4.1	3.7	5.6	4.9	4.9	3.0	2.5	2.4	2.4	2.4
P / Cash Flow	7.4	12.8	27.3	83.2	39.7	54.3	36.8	26.9	24.3	36.2	28.7	21.6
P / FCF	8.4	13.9	32.2	239.6	45.8	68.0	46.6	34.5	30.3	58.9	41.7	28.3
EV / EBITDA	·	·	·	·	·	·	·	34.3	43.7	49.2	30.8	30.0
EV / FCF	·	·	·	·	·	·	·	42.1	38.9	79.0	47.7	31.8
EV / Revenue	·	·	·	·	·	·	·	2.8	2.6	2.4	2.2	2.1
Dividend Yield	1.9%	1.1%	0.71%	0.86%	0.52%	0.65%	0.65%	1.1%	1.4%	1.6%	1.6%	1.6%
Earnings Yield	3.7%	6.2%	1.9%	-3.0%	1.4%	0.29%	0.87%	2.2%	3.9%	1.2%	2.5%	2.6%
Payout Ratio	52.6%	18.6%	38.0%	-29.7%	37.2%	239.8%	79.0%	54.9%	40.2%	151.5%	72.5%	68.2%
Annual Payout	$25M	$25M	$25M	$24M	$23M	$23M	$23M	$22M	$22M	$22M	$22M	$22M

Conto Economico 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
Revenue	$343M	$317M	$373M	$338M	$342M	$321M	$346M	$317M	$332M	$312M	$327M	$305M	$318M	$295M	$251M	$275M
Cost of Revenue	$146M	$134M	$155M	$172M	$154M	$144M	$148M	$138M	$148M	$140M	$145M	$137M	$147M	$140M	$119M	$123M
Gross Profit	$197M	$183M	$218M	$166M	$188M	$178M	$198M	$179M	$184M	$172M	$182M	$168M	$171M	$155M	$132M	$152M
R&D Expense	$16M	$16M	$15M	$14M	$14M	$13M	$13M	$14M	$14M	$14M	$14M	$12M	$14M	$13M	$12M	$13M
SG&A Expense	$146M	$142M	$167M	$140M	$136M	$149M	$133M	$100M	$123M	$123M	$118M	$125M	$130M	$130M	$121M	$115M
Operating Expenses	$161M	$158M	$182M	$154M	$150M	$162M	$146M	$113M	$137M	$137M	$132M	$138M	$143M	$143M	$133M	$127M
Operating Income	$36M	$25M	$37M	$12M	$38M	$16M	$52M	$66M	$47M	$35M	$50M	$30M	$27M	$13M	$-1M	$24M
Interest Expense	$8M	$7M	$7M	$8M	$8M	$8M	$9M	$9M	$10M	$10M	$10M	$10M	$10M	$10M	$9M	$9M
Other Non-op	$3M	·	·	·	$-418.0K	·	·	·	·	·	·	·	·	·	·	·
Pretax Income	$31M	$18M	$29M	$4M	$30M	$8M	$44M	$56M	$38M	$25M	$41M	$20M	$17M	$2M	$-11M	$16M
Income Tax	$8M	$5M	$13M	$1M	$8M	$2M	$10M	$7M	$8M	$6M	$8M	$4M	$4M	$625.0K	$-37M	$-30M
Net Income	$23M	$14M	$17M	$3M	$21M	$6M	$34M	$49M	$30M	$20M	$33M	$16M	$14M	$2M	$27M	$46M
EPS (Basic)	$0.77	$0.45	$0.55	$0.09	$0.69	$0.19	$1.09	$1.59	$0.97	$0.64	$1.07	$0.52	$0.45	$0.06	$0.95	$1.51
EPS (Diluted)	$0.77	$0.45	$0.54	$0.09	$0.69	$0.19	$1.09	$1.57	$0.96	$0.63	$1.05	$0.50	$0.43	$0.06	$1.02	$1.48
Shares (Basic)	30,069,000	30,588,000	·	30,955,000	30,949,000	30,973,000	·	30,856,000	30,813,000	30,780,000	·	30,741,000	30,662,000	30,511,000	·	30,473,000
Shares (Diluted)	30,117,000	30,621,000	·	31,050,000	31,054,000	31,151,000	·	31,112,000	31,106,000	31,272,000	·	31,689,000	31,795,000	31,204,000	·	31,103,000
EBITDA	$36M	$25M	·	$12M	$38M	$16M	·	$66M	$47M	$35M	·	$30M	$27M	$13M	·	$24M

Stato Patrimoniale 25

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
Receivables	$240M	$229M	$248M	$225M	$234M	$221M	$238M	$231M	$239M	$241M	·	$230M	$229M	$213M	·	$197M
Inventory	$360M	$366M	$356M	$364M	$362M	$355M	$347M	$343M	$322M	$322M	·	$326M	$327M	$335M	·	$305M
Prepaid Expense	$38M	$41M	$29M	$34M	$27M	$28M	$31M	$29M	$33M	$38M	·	$39M	$31M	$35M	·	$39M
Current Assets	$676M	$671M	$673M	$662M	$658M	$639M	$640M	$641M	$624M	$636M	·	$626M	$616M	$610M	·	$574M
PP&E (Net)	$110M	$112M	$113M	$112M	$117M	$116M	$116M	$117M	$117M	$118M	·	$120M	$117M	$115M	·	$114M
PP&E (Gross)	·	·	$430M	·	·	·	$421M	·	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$317M	·	·	·	$305M	·	·	·	·	·	·	·	·	·
Goodwill	$797M	$807M	$807M	$807M	$807M	$806M	$805M	$807M	$806M	$806M	$807M	$815M	$816M	$815M	$815M	$814M
Intangibles	$564M	$574M	$582M	$593M	$602M	$610M	$618M	$626M	$633M	$641M	·	$657M	$666M	$674M	·	$689M
Other Non-current Assets	$153M	$152M	$137M	$148M	$145M	$127M	$116M	$125M	$105M	$108M	·	$107M	$109M	$106M	·	$100M
Total Assets	$2.30B	$2.31B	$2.33B	$2.32B	$2.33B	$2.30B	$2.31B	$2.32B	$2.29B	$2.31B	·	$2.33B	$2.32B	$2.32B	·	$2.29B
Accounts Payable	$101M	$105M	$94M	$107M	$101M	$96M	$102M	$105M	$101M	$102M	·	$82M	$79M	$77M	·	$74M
Current Liabilities	$455M	$293M	$315M	$315M	$295M	$283M	$278M	$282M	$266M	$291M	·	$376M	$353M	$321M	·	$209M
Capital Leases	·	·	$44M	·	·	·	$33M	·	·	·	·	·	·	·	·	·
Deferred Tax	$85M	$81M	$80M	$75M	$70M	$70M	$74M	$66M	$65M	$64M	·	$67M	$66M	$66M	·	$113M
Other Non-current Liabilities	$62M	$63M	$64M	$72M	$80M	$76M	$86M	$95M	$107M	$109M	·	$144M	$152M	$186M	·	$218M
Total Liabilities	$1.26B	$1.30B	$1.29B	$1.31B	$1.33B	$1.32B	$1.34B	$1.38B	$1.40B	$1.45B	·	$1.53B	$1.54B	$1.57B	·	$1.58B
Common Stock	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	$313.0K	·	$313.0K	$313.0K	$313.0K	·	$313.0K
Paid-in Capital	$513M	$508M	$503M	$499M	$494M	$489M	$477M	$471M	$465M	$458M	·	$440M	$433M	$420M	·	$407M
Retained Earnings	$626M	$603M	$589M	$572M	$575M	$560M	$560M	$533M	$490M	$466M	·	$426M	$416M	$408M	·	$392M
Treasury Stock	$55M	$49M	$13M	$14M	$14M	$15M	$16M	$16M	$19M	$20M	·	$15M	$16M	$21M	·	$23M
AOCI	$-43M	$-45M	$-46M	$-49M	$-53M	$-57M	$-59M	$-55M	$-54M	$-50M	·	$-54M	$-53M	$-55M	·	$-60M
Stockholders' Equity	$1.04B	$1.02B	$1.03B	$1.01B	$1.00B	$978M	$963M	$933M	$882M	$855M	$834M	$796M	$780M	$752M	$746M	$716M
Liabilities + Equity	$2.30B	$2.31B	$2.33B	$2.32B	$2.33B	$2.30B	$2.31B	$2.32B	$2.29B	$2.31B	·	$2.33B	$2.32B	$2.32B	·	$2.29B
Shares Outstanding	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000	31,299,000

Flusso di cassa 13

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
Stock-based Comp	$5M	$6M	$5M	$5M	$5M	$14M	$6M	$6M	$7M	$6M	$6M	$6M	$6M	$6M	$6M	$6M
Deferred Tax	$2M	$2M	$812.0K	$4M	$2M	$-3M	$7M	$3M	$1M	$2M	$2M	$-284.0K	$533.0K	$-1M	$-44M	$-32M
Amort. of Intangibles	$9M	$9M	$9M	$9M	$9M	$9M	$9M	$9M	$9M	$9M	$9M	$9M	$9M	$9M	$9M	$9M
Operating Cash Flow	$37M	$13M	$46M	$54M	$29M	$42M	$43M	$51M	$43M	$29M	$56M	$46M	$27M	$-4M	$-12M	$26M
CapEx	$3M	$3M	$5M	$5M	$6M	$4M	$4M	$3M	$4M	$2M	$5M	$5M	$5M	$4M	$6M	$7M
Investing Cash Flow	$12M	$4M	$-7M	$-5M	$-6M	$-3M	$-4M	$-3M	$-4M	$-2M	$-5M	$-5M	$-6M	$-4M	$-6M	$-91M
Stock Repurchased	$6M	$37M	·	·	$0	$0	·	·	·	·	·	·	·	·	·	·
Net Stock Activity	·	$-37M	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Dividends Paid	$0	$0	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$6M
Financing Cash Flow	$-46M	$-23M	$-37M	$-44M	$-27M	$-28M	$-51M	$-39M	$-44M	$-17M	$-59M	$-37M	$-20M	$5M	$12M	$47M
Net Change in Cash	$2M	$-6M	$2M	$5M	$-2M	$11M	$-14M	$10M	$-5M	$10M	$-6M	$3M	$1M	$-2M	$-4M	$-20M
Free Cash Flow	·	$11M	·	·	·	$38M	·	·	·	$27M	·	·	·	$-8M	·	·
Levered FCF	·	$5M	·	·	·	$31M	·	·	·	$20M	·	·	·	$-16M	·	·

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	57.5%	57.9%	·	49.2%	55.0%	55.3%	·	56.5%	55.3%	55.1%	·	55.2%	53.7%	52.6%	·	55.1%
Operating Margin	10.6%	8.0%	·	3.5%	11.2%	5.0%	·	20.8%	14.2%	11.2%	·	10.0%	8.6%	4.3%	·	8.8%
Net Margin	6.7%	4.4%	·	0.85%	6.3%	1.9%	·	15.5%	9.0%	6.3%	·	5.2%	4.3%	0.62%	·	16.8%
Pretax Margin	9.1%	5.8%	·	1.3%	8.7%	2.4%	·	17.8%	11.3%	8.1%	·	6.7%	5.5%	0.83%	·	5.7%
EBITDA Margin	10.6%	8.0%	·	3.5%	11.2%	5.0%	·	20.8%	14.2%	11.2%	·	10.0%	8.6%	4.3%	·	8.8%
ROA	1.0%	0.60%	·	0.12%	0.93%	0.26%	·	2.1%	1.3%	0.85%	·	0.69%	0.62%	0.09%	·	2.3%
ROE	2.3%	1.4%	·	0.29%	2.3%	0.66%	·	5.7%	3.6%	2.5%	·	2.1%	1.9%	0.24%	·	6.3%
ROIC	2.6%	1.9%	·	0.79%	2.7%	1.3%	·	6.1%	4.3%	3.2%	·	3.0%	2.8%	1.3%	·	9.9%

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	1.5	2.3	·	2.1	2.2	2.3	·	2.3	2.3	2.2	·	1.7	1.7	1.9	·	2.8
Quick Ratio	0.5	0.8	·	0.7	0.8	0.8	·	0.8	0.9	0.8	·	0.6	0.6	0.7	·	0.9
Interest Coverage	4.6	3.6	·	1.6	4.9	1.9	·	7.1	4.9	3.6	·	3.0	2.7	1.2	·	2.8

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	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1
Inventory Turnover	0.4	0.4	·	0.5	0.5	0.4	·	0.4	0.5	0.4	·	0.4	0.5	0.5	·	0.5
Receivables Turnover	1.4	1.4	·	1.5	1.4	1.4	·	1.4	1.4	1.4	·	1.4	1.5	1.5	·	1.5

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	$33.27	$32.51	·	$32.21	$32.04	$31.24	·	$29.81	$28.17	$27.31	·	$25.44	$24.93	$24.04	·	$22.89
Revenue / Share	$11.41	$10.35	·	$10.88	$11.02	$10.31	·	$10.18	$10.68	$9.99	·	$9.61	$9.99	$9.47	·	$8.84
Cash Flow / Share	·	$0.44	·	·	·	$1.33	·	·	·	$0.93	·	·	·	$-0.12	·	·
Dividend / Share	·	·	$0.00	$0.20	$0.20	$0.20	$0.20	$0.20	$0.20	$0.20	$0.20	$0.20	$0.20	$0.20	$0.20	$0.20
EPS (TTM)	$1.85	$1.77	·	$2.06	$3.54	$3.81	·	$4.21	$3.14	$2.61	·	$2.01	$2.99	$-3.09	·	$-2.95

Valutazione (TTM) 11

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$1.37B	$1.37B	·	$1.35B	$1.33B	$1.32B	·	$1.29B	$1.28B	$1.26B	·	$1.17B	$1.14B	$1.10B	·	$1.07B
Net Income TTM	$56M	$55M	·	$64M	$110M	$119M	·	$132M	$99M	$82M	·	$58M	$88M	$-94M	·	$-83M
Market Cap	$1.02B	$1.11B	·	$1.47B	$1.63B	$1.89B	·	$2.25B	$2.17B	$2.51B	·	$3.16B	$4.25B	$3.25B	·	$2.51B
P/E	17.7	20.0	·	22.8	14.7	15.9	·	17.1	22.1	30.7	·	50.2	45.4	-33.6	·	-27.2
P/S	0.7	0.8	·	1.1	1.2	1.4	·	1.7	1.7	2.0	·	2.7	3.7	3.0	·	2.3
P/B	1.0	1.1	·	1.5	1.6	1.9	·	2.4	2.5	2.9	·	4.0	5.5	4.3	·	3.5
P / Cash Flow	·	82.2	·	·	·	45.5	·	·	·	86.1	·	·	·	-845.0	·	·
Dividend Yield	1.2%	1.7%	·	1.7%	1.5%	1.3%	·	1.1%	1.1%	0.98%	·	0.77%	0.57%	0.74%	·	0.94%
Earnings Yield	5.7%	5.0%	·	4.4%	6.8%	6.3%	·	5.9%	4.5%	3.3%	·	2.0%	2.2%	-3.0%	·	-3.7%
Payout Ratio	·	0.00%	·	·	·	102.4%	·	·	·	31.2%	·	·	·	335.2%	·	·
Annual Payout	$12M	$19M	·	$25M	$25M	$25M	·	$25M	$25M	$25M	·	$24M	$24M	$24M	·	$24M

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	$1.37B	$1.31B	$1.24B	$1.05B	$1.01B
Margine Lordo %	54.6%	56.1%	54.3%	54.6%	56.2%
Margine Operativo %	7.5%	15.3%	9.7%	6.7%	10.9%
Utile netto	$47M	$132M	$64M	$-81M	$63M
EPS Diluito	$1.51	$4.25	$2.04	$-2.68	$1.94

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Rapporto corrente	2.1	2.3	2.0	2.0	2.3
Quick Ratio	0.8	0.9	0.8	0.6	0.9

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$151M	$154M	$106M	$12M	$97M

Proprietari istituzionali (13F) 265 filer · $1.3B 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 265

Valore detenuto $1.3B

Nuove posizioni 42

Posizioni chiuse 29

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
42 (0 vs trimestre precedente)	29 (-26 vs trimestre precedente)	85 (-10 vs trimestre precedente)	80 (+12 vs trimestre precedente)	+326K

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.	$157.782.788	4.820.739	12,52%	Azioni
VANGUARD GROUP INC	$149.588.224	3.684.439	11,87%	Azioni
EARNEST PARTNERS LLC	$81.998.305	2.505.295	6,50%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$71.638.148	2.188.761	5,68%	Azioni
FULLER & THALER ASSET MANAGEMENT, INC.	$51.710.696	1.579.917	4,10%	Azioni
STATE STREET CORP	$46.393.728	1.417.468	3,68%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$44.372.977	1.355.728	3,52%	Azioni
BANK OF AMERICA CORP /DE/	$43.904.317	1.341.409	3,48%	Azioni
DIMENSIONAL FUND ADVISORS LP	$43.121.568	1.317.370	3,42%	Azioni
SEI INVESTMENTS CO	$32.342.166	988.151	2,57%	Azioni
Invenomic Capital Management LP	$27.563.962	842.162	2,19%	Azioni
Capital Research Global Investors	$26.957.606	823.636	2,14%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$25.866.562	790.138	2,05%	Azioni
TWO SIGMA INVESTMENTS, LP	$23.859.384	728.976	1,89%	Azioni
Allspring Global Investments Holdings, LLC	$20.260.323	618.447	1,61%	Azioni
COOKE & BIELER LP	$18.770.590	573.498	1,49%	Azioni
PARADIGM CAPITAL MANAGEMENT INC/NY	$17.616.759	538.245	1,40%	Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$15.608.446	476.885	1,24%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$15.416.550	471.022	1,22%	Azioni
SILVERCREST ASSET MANAGEMENT GROUP LLC	$14.445.802	441.361	1,15%	Azioni
GOLDMAN SACHS GROUP INC	$14.297.447	436.830	1,13%	Azioni
AMERIPRISE FINANCIAL INC	$14.279.731	436.289	1,13%	Azioni
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$12.132.684	370.690	0,96%	Azioni
NORTHERN TRUST CORP	$11.499.980	351.359	0,91%	Azioni
GLENMEDE TRUST CO NA	$10.594.733	323.701	0,84%	Azioni
Glenmede Investment Management, LP	$10.447.055	222.136	0,83%	Azioni
NEUBERGER BERMAN GROUP LLC	$10.211.062	310.754	0,81%	Azioni
Bank of New York Mellon Corp	$9.531.081	291.203	0,76%	Azioni
AQR CAPITAL MANAGEMENT LLC	$9.194.380	280.916	0,73%	Azioni
Tributary Capital Management, LLC	$8.417.501	257.180	0,67%	Azioni
MORGAN STANLEY	$8.110.133	247.788	0,64%	Azioni
VICTORY CAPITAL MANAGEMENT INC	$7.515.528	229.622	0,60%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$6.903.477	210.922	0,55%	Azioni
NORDEA INVESTMENT MANAGEMENT AB	$6.712.427	205.273	0,53%	Azioni
VANGUARD FIDUCIARY TRUST CO	$6.557.946	200.365	0,52%	Azioni
Trexquant Investment LP	$6.490.457	198.303	0,51%	Azioni
MARSHALL WACE, LLP	$5.742.610	175.454	0,46%	Azioni
Invesco Ltd.	$5.358.948	163.732	0,43%	Azioni
Legal & General Group Plc	$5.327.265	162.764	0,42%	Azioni
JONES FINANCIAL COMPANIES LLLP	$5.168.711	143.775	0,41%	Azioni
UBS Group AG	$4.669.098	142.655	0,37%	Azioni
CITADEL ADVISORS LLC	$4.656.268	142.263	0,37%	Azioni
TWO SIGMA ADVISERS, LP	$4.636.520	114.200	0,37%	Azioni
ENVESTNET ASSET MANAGEMENT INC	$4.473.102	136.667	0,35%	Azioni
Dana Investment Advisors, Inc.	$4.314.763	131.829	0,34%	Azioni
ALGERT GLOBAL LLC	$4.297.220	131.293	0,34%	Azioni
JANE STREET GROUP, LLC	$4.074.099	124.476	0,32%	Azioni
WEDGE CAPITAL MANAGEMENT L L P/NC	$4.045.927	114.421	0,32%	Azioni
WELLS FARGO & COMPANY/MN	$3.765.872	115.059	0,30%	Azioni
MILLENNIUM MANAGEMENT LLC	$3.751.153	114.609	0,30%	Azioni

Mostra tutti i 265 proprietari istituzionali →

Attivisti e proprietari del 5%+ 9 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
Scopia Capital Management LP (2), Scopia Management, Inc. (2), Matthew Sirovich (2), Jeremy Mindich (2) ×5 depositi	22 Agosto 2018	·	Deposito iniziale	·	SEC
SCOPIA CAPITAL MANAGEMENT LP, SCOPIA MANAGEMENT, INC., MATTHEW SIROVICH, JEREMY MINDICH ×2 depositi	06 Maggio 2016	·	Deposito iniziale	·	SEC
SCOPIA PX LLC, SCOPIA PARTNERS LLC, SCOPIA HEALTH CARE LLC, SCOPIA WINDMILL FUND LP, SCOPIA INTERNATIONAL MASTER FUND LP, SCOPIA PX INTERNATIONAL MASTER FUND LP, SCOPIA HEALTH CARE INTERNATIONAL MASTER FUND LP, SCOPIA CAPITAL GP LLC, SCOPIA CAPITAL MANAGEMENT LP, SCOPIA MANAGEMENT, INC., MATTHEW SIROVICH, JEREMY MINDICH ×3 depositi	30 Marzo 2016	·	Deposito iniziale	·	SEC
COPPERSMITH CAPITAL MANAGEMENT, LLC, JEROME J. LANDE, CRAIG ROSENBLUM ×4 depositi	19 Febbraio 2016	·	Deposito iniziale	·	SEC
Persona segnalante non divulgata, Persona segnalante non divulgata	16 Dicembre 2013	·	Deposito iniziale	Investimento passivo	SEC
Persona segnalante non divulgata, Persona segnalante non divulgata	16 Luglio 2004	·	Deposito iniziale	·	SEC
Persona segnalante non divulgata, Persona segnalante non divulgata	29 Ottobre 2003	·	Deposito iniziale	·	SEC
Persona segnalante non divulgata, Persona segnalante non divulgata	06 Maggio 2003	·	Deposito iniziale	Investimento passivo	SEC
Persona segnalante non divulgata, Persona segnalante non divulgata	23 Gennaio 2003	·	Deposito iniziale	M&A / vendita	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Insider aziendali 60 insider · 38 dirigenti · 21 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Pat Beyer	President & CEO	01 Aprile 2026 A	10.807	0	$0
Curt R Hartman	President and CEO	07 Novembre 2024 M	9.996	0	$0
Joseph J Corasanti	Former President & CEO	30 Luglio 2014 M	156.356	0	$0
John E Gallagher	Executive Vice President & CFO	15 Luglio 2026 A	·	0	$0
Todd W. Garner	Executive Vice President & CFO	06 Novembre 2025 S	1.836	1	$-150.500
Robert D Shallish JR	EVP, Finance, CFO	31 Dicembre 2014 A	53.876	0	$0
Stanley W Peters III	President AS and AET	14 Giugno 2024 M	63	0	$0
Gerald G Woodard	PRESIDENT LINVATEC	30 Maggio 2007 M	0	0	$0
David R Murray	President Electrosurgery	17 Maggio 2007 A	269	0	$0
Eugene Starr	President-Electrosurgery	05 Gennaio 2004 A	787	0	$0
Matthew Schabacker	VP GM Advanced Surgical	02 Marzo 2026 A	·	0	$0
Andrew James Moller	VP Corporate Controller	02 Marzo 2026 A	·	0	$0
Hollie K Foust	General Counsel & Corp Sec	02 Marzo 2026 A	2.886	0	$0
John D. Ferrell	Executive Vice President - HR	02 Marzo 2026 A	702	0	$0
Brent Lalomia	Executive VP RA, QA	02 Marzo 2026 A	915	0	$0
Johonna Marie Pelletier	Treasurer and VP, Tax	02 Marzo 2026 A	1.317	0	$0
Peter K Shagory	EVP, STRAT & CORP DEVT	02 Marzo 2026 A	3.897	0	$0
Richard Glaze	Chief Information Officer	21 Novembre 2025 S	0	1	$-10.591
Edward A. Clifford	VP Global Manufacturing	03 Marzo 2025 A	378	0	$0
Stephan Epinette	VP GM International	03 Marzo 2025 A	·	0	$0
Heather L Cohen	EVP & Chief HR & Legal Officer	28 Marzo 2024 A	35.992	0	$0
Terence M Berge	VP-Corporate Controller	01 Marzo 2024 A	1.004	0	$0
Daniel S Jonas	Special Counsel & Corp Secy	28 Aprile 2023 M	13.462	0	$0
Jaclyn Peterson	VP of Mfg. & Adv. Engineering	01 Marzo 2023 M	739	0	$0
John Jed Kennedy	Group Executive Vice President	03 Marzo 2022 M	9.855	0	$0
Wilfredo Ruiz-Caban	EVP QA, RA and Operations	30 Giugno 2020 A	3.975	0	$0
Nathan Folkert	VP GM Orthopedics	02 Marzo 2020 A	2.280	0	$0
Mark D Snyder	EVP Mfg. Ops & Business System	31 Marzo 2016 D	20.130	0	$0
Gregory Renard Jones	EVP-Corporate QA/RA	30 Settembre 2015 A	15.465	0	$0
Joseph G Darling	EVP, Commercial Operations	02 Febbraio 2015 M	16.837	0	$0
William Abraham	EVP-Business Development	30 Settembre 2014 M	4.872	0	$0
David Allen Johnson	VP - Global Operations	25 Febbraio 2010 M	468	0	$0
Jane E Metcalf	VP CORPORATE REG. AFFAIRS	01 Giugno 2008 A	1.634	0	$0
Alexander Jones	VP/Corporate Sales	29 Giugno 2007 A	5.451	0	$0
Thomas Acey	SECRETARY & TREASURER	13 Giugno 2007 A	3.475	0	$0
Frank R Williams	VICE PRESIDENT	05 Giugno 2007 M	4.926	0	$0
Dennis M Werger	Gen. Man. of CONMED Endo Tech	17 Maggio 2007 A	269	0	$0
John J Stotts	VICE PRESIDENT	17 Maggio 2007 A	45.275	0	$0
Kim Kelderman	Direttore	08 Settembre 2026 M	500	0	$0
Celine Christine Martin	Direttore	01 Luglio 2026 A	·	0	$0
Jeffrey B. Mirviss	Direttore	01 Luglio 2026 A	·	0	$0
Laverne H Council	Direttore	02 Giugno 2026 M	4.716	0	$0
Barbara J Schwarzentraub	Direttore	02 Giugno 2026 M	5.012	0	$0
Mark Kaye	Direttore	02 Giugno 2026 M	820	0	$0
Charles Farkas	Direttore	02 Giugno 2026 M	15.527	0	$0
David M Bronson	Direttore	02 Giugno 2026 M	17.909	0	$0
Martha Goldberg Aronson	Direttore	03 Giugno 2025 M	12.391	0	$0
Brian Concannon	Direttore	03 Giugno 2025 M	10.116	0	$0
John L Workman	Direttore	20 Maggio 2025 M	20.891	0	$0
Jerome J. Lande	Direttore	31 Maggio 2024 M	3.856	0	$0
Mark E Tryniski	Direttore	01 Giugno 2022 M	9.108	0	$0
Dirk Kuyper	Direttore	02 Agosto 2019 M	5.000	0	$0
Jo Ann Golden	Direttore	01 Giugno 2018 M	9.949	0	$0
Bruce Daniels	Direttore	30 Luglio 2014 S	5.000	0	$0
Eugene R Corasanti	Direttore	23 Luglio 2014 M	84.558	0	$0
Stuart J Schwartz	Direttore	01 Giugno 2014 M	10.600	0	$0
William Matthews	Direttore	18 Maggio 2007 A	5.500	0	$0
Robert Remmell	Direttore	19 Maggio 2004 A	675	0	$0
Luke A Pomilio	·	01 Marzo 2018 M	0	0	$0
Stephen Mandia	·	29 Maggio 2015 S	1	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
HTEC · EXCHANGE TRADED CONCEPTS TRUST	1,58%	23.645 NS	31 Luglio 2026	N-PORT
FYT · First Trust Exchange-Traded AlphaDE…	0,87%	36.511 NS	31 Luglio 2026	N-PORT
EPSB · Harbor ETF Trust	0,81%	838 NS	31 Luglio 2026	N-PORT
PSCH · Invesco Exchange-Traded Fund Trust …	0,75%	28.525 SH	02 Ottobre 2026	Giornaliero
HAPS · Harbor ETF Trust	0,72%	26.439 NS	31 Luglio 2026	N-PORT
FYX · First Trust Exchange-Traded AlphaDE…	0,45%	133.262 NS	31 Luglio 2026	N-PORT
IHI · iShares Trust	0,21%	143.754 SH	11 Settembre 2026	Giornaliero
ROSC · Lattice Strategies Trust	0,18%	2.398 NS	31 Luglio 2026	N-PORT
FAB · First Trust Exchange-Traded AlphaDE…	0,17%	6.314 NS	31 Luglio 2026	N-PORT
ESSC · Strategy Shares	0,17%	1.295 NS	31 Luglio 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,12%	71.225 SH	02 Ottobre 2026	Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,12%	14.734 NS	31 Luglio 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,11%	63.889 SH	19 Agosto 2026	Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust …	0,09%	4.827 SH	02 Ottobre 2026	Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust …	0,09%	37.247 SH	02 Ottobre 2026	Giornaliero
VFVA · VANGUARD WELLINGTON FUND	0,08%	20.212 SH	19 Agosto 2026	Giornaliero
DFSV · Dimensional ETF Trust	0,07%	124.576 NS	31 Luglio 2026	N-PORT
EBIT · Harbor ETF Trust	0,07%	178 NS	31 Luglio 2026	N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS	0,06%	26.474 SH	19 Agosto 2026	Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,05%	7.846 NS	31 Luglio 2026	N-PORT
VIOO · VANGUARD ADMIRAL FUNDS	0,05%	104.975 SH	19 Agosto 2026	Giornaliero
IWM · iShares Trust	0,05%	791.772 SH	11 Settembre 2026	Giornaliero
RSSL · Global X Funds	0,05%	14.710 NS	31 Luglio 2026	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0,03%	177.248 SH	19 Agosto 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,02%	69.686 NS	31 Luglio 2026	N-PORT
FHLC · FIDELITY COVINGTON TRUST	0,02%	14.669 NS	31 Luglio 2026	N-PORT
VBR · VANGUARD INDEX FUNDS	0,02%	437.495 SH	19 Agosto 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,01%	1.673 NS	31 Luglio 2026	N-PORT
DFAT · Dimensional ETF Trust	0,01%	42.499 NS	31 Luglio 2026	N-PORT
WSML · iShares Trust	0,01%	1.911 SH	10 Settembre 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,01%	347.035 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,01%	688.644 SH	19 Agosto 2026	Giornaliero
VHT · VANGUARD WORLD FUND	0,01%	90.678 SH	19 Agosto 2026	Giornaliero
TILT · FlexShares Trust	0,01%	2.844 NS	31 Luglio 2026	N-PORT
DFUV · Dimensional ETF Trust	0,00%	15.120 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,00%	43.369 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,00%	8.067 SH	11 Settembre 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,00%	18.466 NS	31 Luglio 2026	N-PORT
DFUS · Dimensional ETF Trust	0,00%	4.730 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	958.140 SH	19 Agosto 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	20.172 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	2.626 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,00%	6.847 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	1.836.934 SH	10 Settembre 2026	Giornaliero
IJS · iShares Trust	·	268.002 SH	08 Settembre 2026	Giornaliero
IWN · iShares Trust	·	289.600 SH	11 Settembre 2026	Giornaliero
XJR · iShares Trust	·	4.179 SH	31 Agosto 2026	Giornaliero
SVAL · iShares Trust	·	16.593 SH	03 Settembre 2026	Giornaliero
ISCB · iShares Trust	·	1.278 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	6.330 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	33.440 SH	11 Settembre 2026	Giornaliero

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

21

rating · 12 analisti MANTIENI

Target mediano $45.00 -4,6%

0 0,0% Acquisto forte

0 0,0% Compra

8 66,7% Mantieni

2 16,7% Vendi

2 16,7% Vendita forte

Target Price a 12 Mesi

6 analisti · 2026-10-03

Target medio $45.50 -3,5%

Ora Prezzo attuale $47.17

Basso$43.00 Media$45.50 Alto$49.00

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
CNMD	$1.27B	26.9	5.2%	3.4%	4.6%	54.6%
LMAT	$1.85B	32.2	13.5%	23.1%	15.3%	71.5%
KMTS	$1.21B	-8.5	59.0%	-138.4%	-62.1%	51.4%
ATEC	$3.16B	-21.9	24.9%	-18.8%	-792.1%	69.6%
OMCL	$2.04B	1132.5	6.5%	0.17%	0.16%	42.5%
KMTS	$1.21B	-8.5	59.0%	-138.4%	-62.1%	51.4%
TNDM	$1.50B	-7.2	7.9%	-20.2%	-141.9%	53.8%
AORT	$2.25B	217.2	13.6%	2.2%	2.2%	64.4%
IRMD	$1.24B	55.6	14.4%	26.8%	23.8%	76.8%
ABT	$250.18B	33.7	5.7%	14.7%	13.1%	·

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.

CNMD CONMED Corporation Common Stock

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

CNMD 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) 265 filer · $1.3B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 9 partecipazioni

Insider aziendali 60 insider · 38 dirigenti · 21 direttori

Proprietà ETF Posseduti da 51 ETF

CNMD 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