CNXN PC Connection, Inc. - Common Stock
NASDAQ · Electrical Equipment · Visualizza su SEC EDGAR ↗ chiudi Ott 2, 2026 10-K/10-Q Lug 29, 2026CNXN Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
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| Data ex-dividendo | Split | Tipo |
|---|---|---|
| 24 Maggio 2000 | 3-for-2 | Avanti |
Informazioni su PC Connection, Inc. - Common Stock Panoramica della società da Wikipedia
PC Connection, Inc., doing business as Connection, is headquartered in Merrimack, New Hampshire. It has more than 2,600 employees and sells more than 460,000 products.
Founded in 1982, Connection has grown to include IT services to SMB, enterprise, and public sector markets.
History
PC Connection, Inc. was founded in 1982 by Patricia Gallup and David Hall. The co-founders met while serving as a support crew to hikers on the Appalachian Trail.
The company's first headquarters occupied a former woodworking mill in Marlow, NH population 542 at the time. To launch their business, Gallup and Hall used Gallup's savings of $8,000 to purchase inventory and take out a 1/9th-page ad in Byte magazine. In 1984, they started selling Macintosh products under the MacConnection brand.
In 1987, PC Connection was named to the Inc. 500 as the second fastest growing company in the United States.
In March 1998, the company completed its initial public offering on the NASDAQ exchange under the symbol PCCC.
In September 2016, the company announced that it would rebrand as simply Connection, in an effort to unify its divisions. The company stated that the new name "better reflects the promise of our future and the successes of our past".
Locations
In addition to its corporate headquarters in Merrimack, PC Connection, Inc. has sales and support offices in Keene, New Hampshire; Rockville, Maryland; Dakota Dunes, South Dakota; Boca Raton, Florida; Schaumburg, IL; and Exton, Pennsylvania. The company operates a 268,000-square-foot distribution and fulfillment complex, equipped with a technical configuration lab in Wilmington, Ohio.
Marketing
PC Connection was known for magazine ads featuring illustrations of anthropomorphic raccoons (and occasionally, other animals) living in a fictionalized version of Marlow. The ads were developed by the New Hampshire-based advertising agency Church and Main, intending to symbolize a goal to make computing less "scary", and play up the rural location of PC Connection's headquarters.
The agency's copywriter David Blistein was influenced by an edition of the children's novel The Wind in the Willows illustrated by E. H. Shepard, and hired local illustrator Erick Ingraham to develop the concept further. Ingraham explained that the choice of raccoons as a mascot was likely because of their dexterity, as it allowed them to be portrayed operating PCs and other peripherals. Ingraham's illustrations and the raccoons would be a regular fixture of PC Connection's marketing through the 1980s, with the company's catalogs featuring more fantastical artwork. The raccoon imagery began to be downplayed by the company in the mid-1990s, due to changes in marketing practices amid the commodification of the PC industry, growing focus on business customers, and its shift away from magazine advertising to focus on ecommerce.
Acquisitions
In 1999, Connection purchased ComTeq Federal, a Maryland-based company serving the computing needs of federal government agencies, including the Navy, Federal Deposit Insurance Corp, the National Security Agency, and Internal Revenue Service. Renamed GovConnection, Inc., the subsidiary serves all government and education customers.
In January 2000, Connection announced the agreement to acquire Merisel Inc.
In 2002, Connection acquired MoreDirect, a Florida-based company specializing in Web-based eProcurement.
In 2005, Connection purchased the business and selected assets of Amherst Technologies, Inc., a New Hampshire-based IT provider.
In 2011, Connection acquired ValCom Technologies, a technology services company in the Chicago metropolitan area.
In 2016, Connection acquired Softmart, a supplier of hardware and software.
In 2016, Connection acquired GlobalServe, a global reseller.
== References ==
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
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?
| Metrica | Tendenza 5 anni | CNXN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 24.4 | · | 15.4 | Sopravvalutato | |
| P/S | 0.8 | · | 0.4 | Sopravvalutato | |
| P/B | 2.6 | · | 1.7 | Valore equo | |
| Price / FCF (Prezzo / FCF) | 40.1 | · | · | · | |
| Price / Cash Flow (Prezzo / Flusso di cassa) | 35.6 | · | 9.9 | Sopravvalutato | |
| Price / Tangible Book (Prezzo / Valore contabile tangibile) | 2.8 | · | · | · | |
| PEG Ratio | ≈2.7 | · | · | · |
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 | Tendenza 5 anni | CNXN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 18.9% | · | 15.4% | Di prim'ordine | |
| Margine Operativo (TTM) | 3.9% | · | 3.4% | Di prim'ordine | |
| EBITDA Margin (Margine EBITDA) | 3.8% | · | 4.2% | Di prim'ordine | |
| Margine ante imposte (TTM) | 4.4% | · | 3.4% | Di prim'ordine | |
| Margine di Profitto Netto (TTM) | 3.2% | · | 2.8% | Di prim'ordine | |
| ROA (TTM) | 7.1% | · | 2.9% | Di prim'ordine | |
| ROE (TTM) | 10.4% | · | 9.3% | In linea | |
| ROIC | 8.0% | · | 7.9% | In linea |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | CNXN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 2.9 | · | 1.6 | Liquidità elevata | |
| Quick Ratio (MRQ) | 2.4 | · | 1.1 | Liquidità elevata |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | CNXN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 2.5% | · | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | -2.8% | · | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 2.1% | · | · | · | |
| EPS YoY | -0.61% | · | · | · | |
| Net Income YoY (Utile Netto YoY) | -3.9% | · | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | -1.0% | · | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 anni) | 9.0% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | -2.1% | · | · | · | |
| Net Income CAGR 5Y (CAGR Utile Netto 5 anni) | 8.5% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | CNXN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 2.2 | · | 1.6 | Di prim'ordine | |
| Inventory Turnover (Rotazione delle scorte) | 19.6 | · | 8.3 | Di prim'ordine | |
| Receivables Turnover (Rotazione dei crediti) | 4.6 | · | 4.6 | In linea | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$1.1M | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo | Valuta | Rendimento |
|---|---|---|---|
| Ago 11, 2026 | $0,20 | USD | ≈0.93% |
| Mag 12, 2026 | $0,20 | USD | ≈1.1% |
| Feb 17, 2026 | $0,20 | USD | ≈1.0% |
| Nov 10, 2025 | $0,15 | USD | ≈1.0% |
| Ago 12, 2025 | $0,15 | USD | ≈0.88% |
| Mag 13, 2025 | $0,15 | USD | ≈0.71% |
| Feb 25, 2025 | $0,15 | USD | ≈0.70% |
| Nov 12, 2024 | $0,10 | USD | ≈0.55% |
| Ago 13, 2024 | $0,10 | USD | ≈0.56% |
| Mag 13, 2024 | $0,10 | USD | ≈0.55% |
| Feb 26, 2024 | $0,10 | USD | ≈0.49% |
| Nov 13, 2023 | $0,08 | USD | ≈1.1% |
| Ago 14, 2023 | $0,08 | USD | ≈1.1% |
| Mag 15, 2023 | $0,08 | USD | ≈1.2% |
| Feb 17, 2023 | $0,08 | USD | ≈0.97% |
| Dic 2, 2022 | $0,34 | USD | ≈0.62% |
| Nov 17, 2021 | $1,00 | USD | ≈2.8% |
| Gen 11, 2021 | $0,32 | USD | ≈0.64% |
| Dic 26, 2019 | $0,32 | USD | ≈0.62% |
| Dic 27, 2018 | $0,32 | USD | ≈1.1% |
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Lug 28, 2026 | $1.31 | $1.06 | 23.5% |
| 31 Marzo 2026 | $0.77 | $0.62 | 24.8% | |
| 31 Dicembre 2025 | $0.91 | $0.88 | 3.7% | |
| 30 Settembre 2025 | $0.97 | $1.03 | -5.4% | |
| 30 Giugno 2025 | $0.97 | $0.92 | 5.1% | |
| 31 Marzo 2025 | $0.51 | $0.42 | 20.5% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.87B | $2.80B | $2.85B | $3.12B | $2.89B | $2.59B | $2.82B | $2.70B | · | $2.69B | $2.57B | |
| Cost of Revenue | $2.33B | $2.28B | $2.34B | $2.60B | $2.43B | $2.17B | $2.37B | $2.29B | · | $2.32B | $2.23B | |
| Gross Profit | $539M | $520M | $512M | $526M | $465M | $419M | $451M | $411M | · | $371M | $341M | |
| SG&A Expense | $434M | $422M | $406M | $406M | $368M | $346M | $339M | $324M | · | $287M | $262M | |
| Operating Income | $99M | $97M | $103M | $121M | $97M | $72M | $112M | $86M | · | $81M | $79M | |
| Interest Expense | · | · | · | · | · | $107.0K | $107.0K | $145.0K | · | · | · | |
| Interest Income | · | · | · | · | · | $168.0K | $814.0K | $3M | · | · | · | |
| Other Non-op | · | · | $10M | $1M | $5.0K | $1M | $707.0K | $3M | · | $-67.0K | · | |
| Pretax Income | $114M | $117M | $113M | $122M | $97M | $73M | $113M | $89M | · | $80M | $78M | |
| Income Tax | $30M | $30M | $30M | $32M | $27M | $17M | $31M | $24M | · | $32M | $32M | |
| Net Income | $84M | $87M | $83M | $89M | $70M | $56M | $82M | $65M | · | $48M | $47M | |
| EPS (Basic) | $3.28 | $3.31 | $3.17 | $3.40 | $2.67 | $2.13 | $3.12 | $2.42 | · | $1.81 | $1.77 | |
| EPS (Diluted) | $3.27 | $3.29 | $3.15 | $3.37 | $2.65 | $2.12 | $3.10 | $2.41 | · | $1.80 | $1.76 | |
| Shares (Basic) | 25,511,000 | 26,322,000 | 26,287,000 | 26,279,000 | 26,196,000 | 26,157,000 | 26,335,000 | 26,717,000 | · | 26,528,000 | 26,398,000 | |
| Shares (Diluted) | 25,633,000 | 26,508,000 | 26,429,000 | 26,443,000 | 26,364,000 | 26,336,000 | 26,505,000 | 26,854,000 | · | 26,719,000 | 26,616,000 | |
| EBITDA | $110M | $109M | $115M | $131M | $107M | $84M | $124M | $98M | · | · | $87M |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $193M | $178M | $145M | $123M | $108M | $96M | $90M | $92M | · | $49M | $80M | |
| Short-term Investments | $213M | $264M | $152M | · | · | · | · | · | · | · | · | |
| Receivables | $648M | $611M | $607M | $610M | $608M | $611M | $550M | $448M | $464M | $412M | $356M | |
| Inventory | $144M | $95M | $124M | $209M | $207M | $141M | $125M | $119M | $96M | $91M | $103M | |
| Prepaid Expense | $23M | $18M | $16M | $12M | $10M | $11M | $11M | $10M | $6M | $5M | $4M | |
| Current Assets | $1.22B | $1.17B | $1.05B | $954M | $932M | $859M | $776M | $669M | · | $559M | $553M | |
| PP&E (Net) | $47M | $53M | $57M | $59M | $61M | $62M | $64M | $52M | · | $39M | $32M | |
| PP&E (Gross) | $136M | $139M | $139M | $136M | $142M | $145M | $140M | $120M | · | $108M | $98M | |
| Accum. Depreciation | $89M | $87M | $82M | $77M | $81M | $83M | $76M | $68M | · | $68M | $66M | |
| Goodwill | $74M | $74M | $74M | $74M | $74M | $74M | $74M | $74M | · | $74M | $51M | |
| Intangibles | $989.0K | $2M | $3M | $5M | $6M | $7M | $8M | $10M | · | $12M | $1M | |
| Other Non-current Assets | $7M | $1M | $2M | $1M | $910.0K | $1M | $947.0K | $1M | $2M | $1M | $1M | |
| Total Assets | $1.35B | $1.30B | $1.19B | $1.10B | $1.08B | $1.02B | $937M | $805M | · | $686M | $639M | |
| Accounts Payable | $338M | $300M | $264M | $233M | $282M | $267M | $236M | $202M | $194M | $178M | $167M | |
| Current Liabilities | $420M | $371M | $328M | $311M | $375M | $342M | $309M | $260M | · | $230M | $222M | |
| Capital Leases | $498.0K | $2M | $3M | $5M | $7M | $10M | $10M | · | · | · | · | |
| Deferred Tax | $20M | $15M | $16M | $18M | $19M | $19M | $20M | $17M | $16M | $20M | $22M | |
| Other Non-current Liabilities | · | $516.0K | $624.0K | $170.0K | $211.0K | $9M | $600.0K | $2M | · | $3M | $3M | |
| Total Liabilities | $441M | $388M | $348M | $334M | $401M | $379M | $340M | $279M | · | $253M | $247M | |
| Common Stock | $295.0K | $294.0K | $293.0K | $291.0K | $290.0K | $289.0K | $288.0K | $288.0K | · | $285.0K | $284.0K | |
| Retained Earnings | $906M | $837M | $761M | $686M | $606M | $562M | $515M | $441M | $385M | $338M | $299M | |
| Treasury Stock | $141M | $64M | $51M | $46M | $46M | $46M | $36M | $31M | · | $16M | $16M | |
| AOCI | $78.0K | $174.0K | $81.0K | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $910M | $911M | $841M | $766M | $682M | $636M | $597M | $526M | · | $433M | $392M | |
| Liabilities + Equity | $1.35B | $1.30B | $1.19B | $1.10B | $1.08B | $1.02B | $937M | $805M | · | $686M | $639M | |
| Shares Outstanding | 25,221,000 | 26,300,000 | 26,360,000 | 26,350,000 | 26,252,000 | 26,170,000 | 26,345,000 | 26,396,000 | · | 26,609,000 | 26,498,000 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $12M | $11M | $11M | $11M | $12M | $12M | $13M | · | $9M | $8M | |
| Stock-based Comp | $9M | $8M | $7M | $6M | $4M | $3M | $2M | $1M | · | $1M | $994.0K | |
| Deferred Tax | $5M | $-778.0K | $-2M | $-1M | $753.0K | $-2M | $3M | $1M | · | $4M | $3M | |
| Amort. of Intangibles | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $735.0K | |
| Restructuring | $6M | $415.0K | $3M | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-43M | $67M | $98M | $-69M | $-28M | $-33M | $-62M | $8M | · | · | $-28M | |
| Operating Cash Flow | $65M | $174M | $198M | $35M | $58M | $36M | $37M | $87M | · | $34M | $31M | |
| CapEx | $7M | $8M | $10M | · | · | · | · | · | · | $12M | $12M | |
| Investing Cash Flow | $43M | $-115M | $-160M | $-9M | $-9M | $-11M | $-26M | $-21M | · | $-55M | $-13M | |
| Stock Repurchased | $76M | $12M | $5M | · | · | $10M | $4M | $15M | · | · | · | |
| Net Stock Activity | $-76M | $-12M | $-5M | · | · | $-10M | $-4M | $-15M | · | · | · | |
| Dividends Paid | $15M | $11M | $8M | $9M | $35M | $8M | $8M | $9M | · | $11M | · | |
| Financing Cash Flow | $-93M | $-25M | $-16M | $-11M | $-36M | $-19M | $-13M | $-24M | · | $-10M | $1M | |
| Net Change in Cash | $15M | $33M | $22M | $15M | $13M | $6M | $-2M | $42M | · | $-31M | $19M | |
| Taxes Paid | $30M | $29M | $42M | $34M | $21M | $19M | $28M | $20M | · | · | · | |
| Free Cash Flow | $58M | · | · | · | · | · | · | · | · | · | $19M |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 18.8% | 18.6% | 17.9% | 16.8% | 16.1% | 16.2% | 16.0% | 15.2% | · | · | 13.2% | |
| Operating Margin | 3.5% | 3.5% | 3.6% | 3.9% | 3.3% | 2.8% | 4.0% | 3.2% | · | · | 3.0% | |
| Net Margin | 2.9% | 3.1% | 2.9% | 2.9% | 2.4% | 2.1% | 2.9% | 2.4% | · | · | 1.8% | |
| Pretax Margin | 4.0% | 4.2% | 4.0% | 3.9% | 3.3% | 2.8% | 4.0% | 3.3% | · | · | 3.0% | |
| EBITDA Margin | 3.8% | 3.9% | 4.0% | 4.2% | 3.7% | 3.3% | 4.4% | 3.6% | · | · | 3.4% | |
| ROA | 6.3% | 6.7% | 7.0% | 8.0% | 6.7% | 5.5% | 9.1% | 8.3% | · | · | 7.9% | |
| ROE | 9.3% | 9.6% | 10.0% | 11.7% | 10.2% | 8.8% | 13.9% | 12.3% | · | · | 12.6% | |
| ROIC | 8.0% | 7.9% | 9.0% | 11.5% | 10.2% | 8.6% | 13.7% | 11.9% | · | · | 11.9% |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.9 | 3.1 | 3.2 | 3.1 | 2.5 | 2.5 | 2.5 | 2.6 | · | · | 2.5 | |
| Quick Ratio | 2.5 | 2.8 | 2.8 | 2.4 | 1.9 | 2.1 | 2.1 | 2.1 | · | · | 2.0 | |
| Interest Coverage | · | · | · | · | · | 673.6 | · | · | · | · | · |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.2 | 2.2 | 2.4 | 2.8 | 2.8 | 2.6 | 3.1 | 3.5 | · | · | 4.4 | |
| Inventory Turnover | 19.6 | 20.8 | 14.1 | 12.5 | 14.0 | 16.4 | 19.4 | 21.3 | · | · | 23.1 | |
| Receivables Turnover | 4.6 | 4.6 | 4.7 | 5.1 | 4.7 | 4.5 | 5.7 | 5.9 | · | · | 7.9 |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $36.09 | $34.64 | $31.90 | $29.08 | $26.00 | $24.32 | $22.67 | $19.92 | · | · | $14.81 | |
| Revenue / Share | $112.07 | $105.71 | $107.86 | $118.18 | $109.72 | $98.36 | $106.40 | $100.52 | · | · | $96.71 | |
| Cash Flow / Share | $2.55 | $6.56 | $7.49 | $1.32 | $2.19 | $1.37 | $1.38 | $3.23 | · | · | $1.16 | |
| Cash / Share | $7.66 | $6.78 | $5.50 | $4.67 | $4.13 | $3.66 | $3.42 | $3.47 | · | · | $3.03 | |
| Dividend Paid / Share | · | · | · | $0.34 | $1.00 | $0.32 | $0.32 | $0.32 | · | $0.34 | $0.40 | |
| EPS (TTM) | $3.27 | $3.29 | $3.15 | $3.37 | $2.65 | $2.12 | $3.10 | $2.41 | · | $1.80 | $1.76 |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.5% | -1.7% | -8.8% | 8.0% | 11.7% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -2.8% | -1.1% | 3.2% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -0.61% | 4.4% | -6.5% | 27.2% | 25.0% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -1.0% | 7.5% | 14.1% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.0% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -3.9% | 4.6% | -6.7% | 27.6% | 25.4% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -2.1% | 7.6% | 14.3% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 8.5% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.87B | $2.80B | $2.85B | $3.12B | $2.89B | $2.59B | $2.82B | $2.70B | · | $2.69B | $2.57B | |
| Net Income TTM | $84M | $87M | $83M | $89M | $70M | $56M | $82M | $65M | · | $48M | $47M | |
| Market Cap | $1.46B | $1.82B | $1.77B | $1.24B | $1.13B | $1.24B | $1.31B | $785M | · | · | $600M | |
| P/E | 17.7 | 21.1 | 21.3 | 13.9 | 16.3 | 22.3 | 16.0 | 12.3 | · | 15.6 | 12.9 | |
| P/S | 0.5 | 0.7 | 0.6 | 0.4 | 0.4 | 0.5 | 0.5 | 0.3 | · | · | 0.2 | |
| P/B | 1.6 | 2.0 | 2.1 | 1.6 | 1.7 | 1.9 | 2.2 | 1.5 | · | · | 1.5 | |
| P / Tangible Book | 1.7 | 2.2 | 2.3 | 1.8 | 1.9 | 2.2 | · | · | · | · | · | |
| P / Cash Flow | 22.3 | 10.5 | 8.9 | 35.4 | 19.6 | 34.3 | 35.7 | 9.0 | · | · | 19.4 | |
| P / FCF | 25.1 | · | · | · | · | · | · | · | · | · | 32.4 | |
| Dividend Yield | 1.1% | 0.58% | 0.47% | 0.72% | 3.1% | 0.68% | 0.65% | 1.2% | · | · | · | |
| Earnings Yield | 5.7% | 4.8% | 4.7% | 7.2% | 6.1% | 4.5% | 6.2% | 8.1% | · | 6.4% | 7.8% | |
| Payout Ratio | 18.3% | 12.1% | 10.1% | 10.0% | 49.5% | 15.1% | 10.3% | 14.1% | · | · | · | |
| Annual Payout | $15M | $11M | $8M | $9M | $35M | $8M | $8M | $9M | · | $11M | · |
Conto Economico
| Metrica | Tendenza | 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 | $854M | $722M | $703M | $709M | $760M | $701M | $709M | $725M | $736M | $632M | $696M | $693M | $734M | $728M | $732M | $776M | |
| Cost of Revenue | $697M | $589M | $567M | $570M | $622M | $574M | $579M | $589M | $600M | $514M | $567M | $561M | $606M | $605M | $608M | $639M | |
| Gross Profit | $157M | $133M | $136M | $139M | $138M | $127M | $130M | $135M | $137M | $118M | $130M | $132M | $128M | $122M | $124M | $137M | |
| SG&A Expense | $114M | $109M | $109M | $108M | $107M | $110M | $107M | $105M | $105M | $105M | $102M | $100M | $101M | $103M | $100M | $105M | |
| Operating Income | $43M | $20M | $24M | $30M | $31M | $15M | $23M | $30M | $31M | $13M | $28M | $32M | $25M | $18M | $24M | $32M | |
| Other Non-op | · | · | · | · | · | · | · | · | · | · | · | $3M | $2M | $1M | · | $308.0K | |
| Pretax Income | $46M | $24M | $27M | $34M | $34M | $18M | $27M | $37M | $36M | $18M | $32M | $35M | $27M | $19M | $25M | $32M | |
| Income Tax | $12M | $6M | $6M | $9M | $9M | $5M | $7M | $10M | $9M | $5M | $8M | $9M | $7M | $5M | $6M | $9M | |
| Net Income | $33M | $17M | $21M | $25M | $25M | $13M | $21M | $27M | $26M | $13M | $24M | $26M | $20M | $14M | $19M | $23M | |
| EPS (Basic) | $1.31 | $0.68 | $0.80 | $0.98 | $0.98 | $0.52 | $0.79 | $1.03 | $0.99 | $0.50 | $0.91 | $0.97 | $0.75 | $0.54 | $0.72 | $0.88 | |
| EPS (Diluted) | $1.31 | $0.68 | $0.82 | $0.97 | $0.97 | $0.51 | $0.78 | $1.02 | $0.99 | $0.50 | $0.89 | $0.97 | $0.75 | $0.54 | $0.70 | $0.88 | |
| Shares (Basic) | 25,226,000 | 25,201,000 | · | 25,354,000 | 25,405,000 | 26,076,000 | · | 26,292,000 | 26,348,000 | 26,362,000 | · | 26,262,000 | 26,256,000 | 26,325,000 | · | 26,279,000 | |
| Shares (Diluted) | 25,339,000 | 25,281,000 | · | 25,489,000 | 25,520,000 | 26,218,000 | · | 26,501,000 | 26,520,000 | 26,525,000 | · | 26,434,000 | 26,365,000 | 26,436,000 | · | 26,455,000 | |
| EBITDA | $43M | $20M | · | $30M | $31M | $15M | · | $30M | $31M | $13M | · | $32M | $25M | $18M | · | $32M |
Stato Patrimoniale
| Metrica | Tendenza | 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 | $124M | $196M | $193M | $188M | $187M | $182M | $178M | $168M | $128M | $148M | · | $241M | $244M | $135M | · | $116M | |
| Short-term Investments | $217M | $215M | $213M | $211M | $159M | $158M | $264M | $262M | $258M | $204M | · | $49M | · | · | · | · | |
| Receivables | $727M | $661M | $648M | $617M | $637M | $604M | $611M | $585M | $599M | $527M | · | $588M | $593M | $622M | · | $647M | |
| Inventory | $205M | $194M | $144M | $135M | $133M | $152M | $95M | $114M | $137M | $124M | · | $142M | $160M | $199M | · | $213M | |
| Prepaid Expense | $22M | $23M | $23M | $23M | $22M | $20M | $18M | $17M | $17M | $17M | · | $14M | $17M | $18M | · | $10M | |
| Current Assets | $1.29B | $1.29B | $1.22B | $1.17B | $1.14B | $1.12B | $1.17B | $1.15B | $1.15B | $1.02B | · | $1.04B | $1.02B | $974M | · | $986M | |
| PP&E (Net) | $46M | $47M | $47M | $48M | $48M | $52M | $53M | $53M | $54M | $56M | · | $58M | $58M | $58M | · | $60M | |
| PP&E (Gross) | · | · | $136M | · | · | · | $139M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $89M | · | · | · | $87M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $74M | $74M | $74M | $74M | $74M | $74M | $74M | $74M | $74M | $74M | · | $74M | $74M | $74M | · | $74M | |
| Intangibles | $473.0K | $684.0K | $989.0K | $1M | $2M | $2M | $2M | $3M | $3M | $3M | · | $4M | $4M | $4M | · | $5M | |
| Other Non-current Assets | $6M | $6M | $7M | $7M | $5M | $1M | $1M | $1M | $1M | $1M | · | $821.0K | $915.0K | $1M | · | $905.0K | |
| Total Assets | $1.43B | $1.43B | $1.35B | $1.31B | $1.27B | $1.25B | $1.30B | $1.29B | $1.28B | $1.16B | · | $1.18B | $1.16B | $1.12B | · | $1.13B | |
| Accounts Payable | $378M | $396M | $338M | $313M | $304M | $274M | $300M | $293M | $317M | $219M | · | $265M | $277M | $239M | · | $259M | |
| Current Liabilities | $449M | $477M | $420M | $384M | $368M | $354M | $371M | $367M | $389M | $290M | · | $340M | $347M | $318M | · | $353M | |
| Capital Leases | $7M | $6M | $498.0K | $437.0K | $634.0K | $1M | $2M | $2M | $2M | $3M | · | $4M | $4M | $5M | · | $6M | |
| Deferred Tax | $19M | $20M | $20M | $18M | $15M | $15M | $15M | $18M | $17M | $16M | · | $18M | $18M | $18M | · | $19M | |
| Other Non-current Liabilities | · | · | · | · | $516.0K | $516.0K | $516.0K | $517.0K | · | $19.0K | · | $654.0K | $684.0K | $672.0K | · | $200.0K | |
| Total Liabilities | $475M | $503M | $441M | $403M | $384M | $371M | $388M | $388M | $409M | $308M | · | $362M | $370M | $342M | · | $378M | |
| Common Stock | $296.0K | $296.0K | $295.0K | $295.0K | $294.0K | $294.0K | $294.0K | $293.0K | $293.0K | $293.0K | · | $292.0K | $291.0K | $291.0K | · | $291.0K | |
| Retained Earnings | $946M | $918M | $906M | $889M | $868M | $847M | $837M | $819M | $795M | $771M | · | $739M | $716M | $698M | · | $676M | |
| Treasury Stock | $143M | $143M | $141M | $130M | $125M | $109M | $64M | $59M | $55M | $52M | · | $51M | $51M | $49M | · | $46M | |
| AOCI | $-208.0K | $-88.0K | $78.0K | $85.0K | $-53.0K | $61.0K | $174.0K | $477.0K | $-103.0K | $-62.0K | $81.0K | $154.0K | · | · | · | · | |
| Stockholders' Equity | $953M | $922M | $910M | $903M | $885M | $877M | $911M | $897M | $875M | $853M | $841M | $819M | $794M | $776M | $766M | $756M | |
| Liabilities + Equity | $1.43B | $1.43B | $1.35B | $1.31B | $1.27B | $1.25B | $1.30B | $1.29B | $1.28B | $1.16B | · | $1.18B | $1.16B | $1.12B | · | $1.13B | |
| Shares Outstanding | · | · | 25,221,000 | · | · | · | 26,300,000 | · | · | · | · | · | · | · | · | · |
Flusso di cassa
| Metrica | Tendenza | 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 | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | |
| Operating Cash Flow | $-64M | $14M | $27M | $64M | $26M | $-52M | $25M | $53M | $38M | $57M | $12M | $50M | $116M | $20M | $19M | $24M | |
| CapEx | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | · | $2M | |
| Investing Cash Flow | $-3M | $-3M | $-6M | $-54M | $-2M | $105M | $-6M | $-6M | $-52M | $-52M | $-104M | $-51M | $-3M | $-2M | $-2M | $-2M | |
| Stock Repurchased | $0 | $2M | $11M | $5M | $17M | $44M | $5M | $4M | $3M | $186.0K | $0 | $0 | $2M | $3M | · | · | |
| Net Stock Activity | · | $-2M | · | · | · | $-44M | · | · | · | $-186.0K | · | · | · | $-3M | · | · | |
| Dividends Paid | $5M | $5M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | · | · | |
| Financing Cash Flow | $-5M | $-8M | $-16M | $-9M | $-20M | $-48M | $-9M | $-7M | $-6M | $-3M | $-4M | $-2M | $-4M | $-6M | $-10M | $-380.0K | |
| Net Change in Cash | $-73M | $3M | $5M | $1M | $4M | $4M | $11M | $39M | $-19M | $3M | $-96M | $-3M | $109M | $12M | $7M | $21M | |
| Taxes Paid | $13M | $738.0K | $5M | $7M | $15M | $3M | $5M | $7M | $17M | $635.0K | $7M | $7M | $20M | $7M | $3M | $9M | |
| Free Cash Flow | · | $12M | · | · | · | $-54M | · | · | · | $56M | · | · | · | · | · | · |
Redditività
| Metrica | Tendenza | 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 | 18.4% | 18.4% | · | 19.6% | 18.1% | 18.2% | · | 18.7% | 18.5% | 18.7% | · | 19.0% | 17.4% | 16.8% | · | 17.6% | |
| Operating Margin | 5.0% | 2.8% | · | 4.3% | 4.1% | 2.1% | · | 4.2% | 4.2% | 2.1% | · | 4.6% | 3.4% | 2.5% | · | 4.1% | |
| Net Margin | 3.9% | 2.4% | · | 3.5% | 3.3% | 1.9% | · | 3.7% | 3.5% | 2.1% | · | 3.7% | 2.7% | 1.9% | · | 3.0% | |
| Pretax Margin | 5.3% | 3.3% | · | 4.8% | 4.5% | 2.6% | · | 5.1% | 4.8% | 2.9% | · | 5.0% | 3.7% | 2.7% | · | 4.1% | |
| EBITDA Margin | 5.0% | 2.8% | · | 4.3% | 4.1% | 2.1% | · | 4.2% | 4.2% | 2.1% | · | 4.6% | 3.4% | 2.5% | · | 4.1% | |
| ROA | 2.5% | 1.3% | · | 1.9% | 1.9% | 1.1% | · | 2.2% | 2.1% | 1.1% | · | 2.2% | 1.7% | 1.3% | · | 2.2% | |
| ROE | 3.6% | 1.9% | · | 2.8% | 2.8% | 1.6% | · | 3.1% | 3.1% | 1.6% | · | 3.2% | 2.6% | 1.9% | · | 3.2% | |
| ROIC | 3.3% | 1.6% | · | 2.4% | 2.5% | 1.2% | · | 2.5% | 2.6% | 1.1% | · | 2.9% | 2.3% | 1.7% | · | 3.0% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | 2.9 | 2.7 | · | 3.1 | 3.1 | 3.2 | · | 3.1 | 3.0 | 3.5 | · | 3.1 | 2.9 | 3.1 | · | 2.8 | |
| Quick Ratio | 2.4 | 2.2 | · | 2.6 | 2.7 | 2.7 | · | 2.8 | 2.5 | 3.0 | · | 2.6 | 2.4 | 2.4 | · | 2.2 |
Efficienza
| Metrica | Tendenza | 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 | 0.5 | · | 0.5 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.7 | · | 0.7 | |
| Inventory Turnover | 4.1 | 3.4 | · | 4.6 | 4.6 | 4.2 | · | 4.6 | 4.0 | 3.2 | · | 3.2 | 3.2 | 2.8 | · | 3.3 | |
| Receivables Turnover | 1.3 | 1.1 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.2 | 1.2 | · | 1.3 |
Per Azione
| Metrica | Tendenza | 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 / Share | $33.70 | $28.55 | · | $27.82 | $29.77 | $26.74 | · | $27.35 | $27.77 | $23.83 | · | $26.22 | $27.82 | $27.52 | · | $29.32 | |
| Cash Flow / Share | · | $0.56 | · | · | · | $-2.00 | · | · | · | $2.16 | · | · | · | $0.74 | · | · | |
| Dividend / Share | $0.20 | $0.20 | · | $0.15 | $0.15 | $0.15 | · | $0.10 | $0.10 | $0.10 | · | $0.08 | $0.08 | $0.08 | · | · | |
| EPS (TTM) | $3.78 | $3.44 | · | $3.23 | $3.28 | $3.30 | · | $3.40 | $3.35 | $3.11 | · | $2.96 | $2.87 | $3.08 | · | $3.51 |
Valutazione (TTM)
| Metrica | Tendenza | 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 | $2.99B | $2.89B | · | $2.88B | $2.89B | $2.87B | · | $2.79B | $2.76B | $2.76B | · | $2.89B | $2.97B | $3.06B | · | $3.19B | |
| Net Income TTM | $96M | $87M | · | $84M | $86M | $87M | · | $90M | $89M | $82M | · | $78M | $76M | $82M | · | $93M | |
| P/E | 19.3 | 17.0 | · | 19.2 | 20.1 | 18.9 | · | 22.2 | 19.2 | 21.2 | · | 18.0 | 15.7 | 14.6 | · | 12.8 | |
| Earnings Yield | 5.2% | 5.9% | · | 5.2% | 5.0% | 5.3% | · | 4.5% | 5.2% | 4.7% | · | 5.5% | 6.4% | 6.9% | · | 7.8% | |
| Payout Ratio | · | 29.3% | · | · | · | 29.0% | · | · | · | 20.0% | · | · | · | 14.8% | · | · | |
| Annual Payout | $18M | $16M | · | $14M | $13M | $12M | · | $10M | $9M | $9M | · | · | · | · | · | $35M |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Ricavi | $2.87B | · | · | $2.80B | · |
| Margine Lordo % | 18.8% | · | · | 18.6% | · |
| Margine Operativo % | 3.5% | · | · | 3.5% | · |
| Utile netto | $84M | · | · | $87M | · |
| EPS Diluito | $3.27 | · | · | $3.29 | · |
| Metrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Rapporto corrente | 2.9 | · | · | 3.1 | · |
| Quick Ratio | 2.5 | · | · | 2.8 | · |
| Metrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $58M | · | · | · | · |
Proprietari istituzionali (13F) 201 filer · $827.0M totale · Aggiornato al 30 Settembre 2026
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.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 28 (-6 vs trimestre precedente) | 20 (-3 vs trimestre precedente) | 71 (+7 vs trimestre precedente) | 60 (-6 vs trimestre precedente) | +322K |
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. | $158.832.663 | 2.176.088 | 19,21% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $112.393.517 | 1.539.863 | 13,59% | Azioni |
| VANGUARD GROUP INC | $62.389.523 | 1.080.151 | 7,54% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $37.062.570 | 507.776 | 4,48% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $36.663.680 | 502.311 | 4,43% | Azioni |
| STATE STREET CORP | $33.981.735 | 465.567 | 4,11% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $30.239.782 | 414.249 | 3,66% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $18.938.204 | 259.463 | 2,29% | Azioni |
| MORGAN STANLEY | $16.668.977 | 228.372 | 2,02% | Azioni |
| GOLDMAN SACHS GROUP INC | $16.484.503 | 225.846 | 1,99% | Azioni |
| NORTHERN TRUST CORP | $15.079.735 | 206.600 | 1,82% | Azioni |
| Qube Research & Technologies Ltd | $14.909.594 | 204.269 | 1,80% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14.092.982 | 193.081 | 1,70% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $13.488.589 | 184.800 | 1,63% | Azioni |
| Invesco Ltd. | $10.621.214 | 145.516 | 1,28% | Azioni |
| Bank of New York Mellon Corp | $9.981.884 | 136.757 | 1,21% | Azioni |
| Allspring Global Investments Holdings, LLC | $9.621.304 | 130.317 | 1,16% | Azioni |
| FMR LLC | $8.396.940 | 115.042 | 1,02% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $8.393.586 | 114.996 | 1,01% | Azioni |
| JPMORGAN CHASE & CO | $7.922.972 | 109.105 | 0,96% | Azioni |
| OBERWEIS ASSET MANAGEMENT INC/ | $7.612.857 | 104.300 | 0,92% | Azioni |
| DENALI ADVISORS LLC | $7.240.608 | 99.200 | 0,88% | Azioni |
| Man Group plc | $6.925.364 | 94.881 | 0,84% | Azioni |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6.890.914 | 94.409 | 0,83% | Azioni |
| RHUMBLINE ADVISERS | $6.749.151 | 92.467 | 0,82% | Azioni |
| FIRST TRUST ADVISORS LP | $5.943.356 | 81.427 | 0,72% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $5.482.936 | 75.119 | 0,66% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $5.307.614 | 72.717 | 0,64% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5.066.017 | 69.407 | 0,61% | Azioni |
| ROYCE & ASSOCIATES LP | $4.999.669 | 68.498 | 0,60% | Azioni |
| Nuveen, LLC | $4.889.309 | 66.986 | 0,59% | Azioni |
| JANE STREET GROUP, LLC | $4.152.328 | 56.889 | 0,50% | Azioni |
| TWO SIGMA ADVISERS, LP | $4.089.408 | 70.800 | 0,49% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $4.003.794 | 54.854 | 0,48% | Azioni |
| AMERIPRISE FINANCIAL INC | $3.761.320 | 51.532 | 0,45% | Azioni |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.703.075 | 50.734 | 0,45% | Azioni |
| PEAK6 LLC | $3.649.500 | 50.000 | 0,44% | Opzione Call |
| PDT Partners, LLC | $3.557.314 | 48.737 | 0,43% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $3.503.520 | 48.000 | 0,42% | Azioni |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.425.348 | 46.929 | 0,41% | Azioni |
| D. E. Shaw & Co., Inc. | $3.358.270 | 46.010 | 0,41% | Azioni |
| MARTINGALE ASSET MANAGEMENT L P | $3.186.671 | 43.659 | 0,39% | Azioni |
| BANK OF AMERICA CORP /DE/ | $3.080.032 | 42.198 | 0,37% | Azioni |
| Public Sector Pension Investment Board | $2.846.829 | 39.003 | 0,34% | Azioni |
| Allianz Asset Management GmbH | $2.740.118 | 37.541 | 0,33% | Azioni |
| CITADEL ADVISORS LLC | $2.731.432 | 37.422 | 0,33% | Azioni |
| SEIZERT CAPITAL PARTNERS, LLC | $2.682.601 | 36.753 | 0,32% | Azioni |
| JAMES INVESTMENT RESEARCH, INC. | $2.561.949 | 35.100 | 0,31% | Azioni |
| UBS Group AG | $2.490.784 | 34.125 | 0,30% | Azioni |
| Moran Wealth Management, LLC | $2.358.380 | 32.311 | 0,29% | Azioni |
Attivisti e proprietari del 5%+ 2 partecipazioni
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 |
|---|---|---|---|---|---|
| Patricia Gallup, David Hall Trust 2003 ×9 depositi | 17 Settembre 2025 | 54,40% | Modifica | Struttura del capitale | SEC |
| Patricia Gallup, Abbott Brook Trust, David Hall Trust 2003 ×4 depositi | 18 Settembre 2024 | · | 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 23 insider · 12 dirigenti · 10 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Timothy J Mcgrath | President & CEO | 01 Settembre 2026 M | 246.408 | 0 | 5 | $-4.294.168 |
| Thomas C Baker | Sr. VP, CFO & Treasurer | 31 Luglio 2026 S | 36.092 | 0 | 2 | $-1.663.836 |
| Stephen P Sarno | Sr. VP, CFO, & Treasurer | 17 Dicembre 2018 A | · | 0 | 0 | $0 |
| Joseph Driscoll | Sr. VP, CFO and Treasurer | 01 Settembre 2016 M | 8.106 | 0 | 0 | $0 |
| Mark A Gavin | Sr. VP Finance & CFO | 21 Agosto 2003 S | 81.113 | 0 | 0 | $0 |
| James R Garrity JR | President, MoreDirect, Inc. | 09 Febbraio 2005 A | · | 0 | 0 | $0 |
| Patricia Gallup | Chairman & Chief Admin Officer | 01 Settembre 2026 M | 533.758 | 0 | 0 | $0 |
| John Polizzi | Sr. Vice President & CIO | 30 Dicembre 2011 J | 596 | 0 | 0 | $0 |
| Bradley Mousseau | Sr. VP, Human Resources | 09 Maggio 2010 F | 17.354 | 0 | 0 | $0 |
| Peter Cannone III | Sr. VP , Sales Operations | 14 Novembre 2006 M | 0 | 0 | 0 | $0 |
| Kenneth A Grady | VP, Gen. Counsel & Secretary | 22 Luglio 2005 A | · | 0 | 0 | $0 |
| Robert Wilkins | Executive Vice President | 28 Agosto 2003 S | 0 | 0 | 0 | $0 |
| Barbara Duckett | Direttore | 01 Settembre 2026 M | 16.752 | 0 | 1 | $-167.720 |
| Jack L Ferguson | Direttore | 01 Settembre 2026 M | 68.555 | 0 | 0 | $0 |
| Negrini David Beffa | Direttore | 01 Settembre 2026 M | 65.875 | 0 | 0 | $0 |
| Jay E Bothwick | Direttore | 30 Giugno 2026 M | 6.875 | 0 | 0 | $0 |
| Gary Kinyon | Direttore | 14 Marzo 2026 M | 6.875 | 0 | 0 | $0 |
| Joseph A Baute | Direttore | 22 Maggio 2019 M | 13.840 | 0 | 0 | $0 |
| Harvey D Weatherson | Direttore | 03 Dicembre 2016 M | 17.500 | 0 | 0 | $0 |
| David Hall | Direttore | 22 Gennaio 2015 Z | 0 | 0 | 0 | $0 |
| Bruce Barone | Direttore | 09 Maggio 2008 A | 25.000 | 0 | 0 | $0 |
| Comack Trust | Proprietario del 10% | 08 Maggio 2024 G | 0 | 0 | 0 | $0 |
| Estate of David McLellan Hall | Proprietario del 10% | 10 Settembre 2021 Z | 7.144.962 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 52 ETF
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 |
|---|---|---|---|---|
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,96% | 24.951 SH | 01 Ottobre 2026 | Giornaliero |
| ROSC · Lattice Strategies Trust | 0,65% | 4.785 NS | 31 Luglio 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0,55% | 16.834 SH | 01 Ottobre 2026 | Giornaliero |
| PSCT · Invesco Exchange-Traded Fund Trust … | 0,42% | 24.556 SH | 01 Ottobre 2026 | Giornaliero |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,28% | 6.549 NS | 31 Luglio 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,22% | 7.069 SH | 01 Ottobre 2026 | Giornaliero |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,21% | 45.741 SH | 01 Ottobre 2026 | Giornaliero |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 12.055 NS | 31 Luglio 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,15% | 23.902 NS | 31 Luglio 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,11% | 163 NS | 31 Luglio 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,10% | 167.452 NS | 31 Luglio 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,09% | 27.397 NS | 31 Luglio 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,09% | 24.088 SH | 19 Agosto 2026 | Giornaliero |
| DFSV · Dimensional ETF Trust | 0,08% | 79.553 NS | 31 Luglio 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,06% | 1.654 SH | 01 Ottobre 2026 | Giornaliero |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,06% | 1.131 NS | 31 Luglio 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 9.654 SH | 19 Agosto 2026 | Giornaliero |
| DXUV · Dimensional ETF Trust | 0,05% | 3.283 NS | 31 Luglio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 82.415 NS | 31 Luglio 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,04% | 12.156 SH | 01 Ottobre 2026 | Giornaliero |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,04% | 39.578 SH | 19 Agosto 2026 | Giornaliero |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 2.984 NS | 31 Luglio 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 328.038 SH | 11 Settembre 2026 | Giornaliero |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 967 SH | 01 Ottobre 2026 | Giornaliero |
| TDVI · First Trust Exchange-Traded Fund IV | 0,03% | 1.951 NS | 31 Luglio 2026 | N-PORT |
| RSSL · Global X Funds | 0,03% | 5.291 NS | 31 Luglio 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 63.611 SH | 19 Agosto 2026 | Giornaliero |
| FTEC · FIDELITY COVINGTON TRUST | 0,02% | 39.237 NS | 31 Luglio 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 3.546 NS | 31 Luglio 2026 | N-PORT |
| ISCG · iShares Trust | 0,01% | 1.454 SH | 11 Settembre 2026 | Giornaliero |
| WSML · iShares Trust | 0,01% | 973 SH | 11 Settembre 2026 | Giornaliero |
| DFUV · Dimensional ETF Trust | 0,01% | 20.670 NS | 31 Luglio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 59.318 NS | 31 Luglio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 130.359 SH | 19 Agosto 2026 | Giornaliero |
| VGT · VANGUARD WORLD FUND | 0,01% | 287.504 SH | 19 Agosto 2026 | Giornaliero |
| DCOR · Dimensional ETF Trust | 0,01% | 3.206 NS | 31 Luglio 2026 | N-PORT |
| IGM · iShares Trust | 0,00% | 5.956 SH | 11 Settembre 2026 | Giornaliero |
| DFAU · Dimensional ETF Trust | 0,00% | 6.704 NS | 31 Luglio 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 21.203 SH | 11 Settembre 2026 | Giornaliero |
| DFUS · Dimensional ETF Trust | 0,00% | 3.535 NS | 31 Luglio 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 3.068 SH | 11 Settembre 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,00% | 171 NS | 31 Luglio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 360.658 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1.006 SH | 19 Agosto 2026 | Giornaliero |
| IJR · iShares Trust | · | 694.398 SH | 10 Settembre 2026 | Giornaliero |
| IJS · iShares Trust | · | 100.865 SH | 08 Settembre 2026 | Giornaliero |
| IWN · iShares Trust | · | 112.201 SH | 11 Settembre 2026 | Giornaliero |
| XJR · iShares Trust | · | 1.579 SH | 31 Agosto 2026 | Giornaliero |
| SVAL · iShares Trust | · | 9.542 SH | 03 Settembre 2026 | Giornaliero |
| ISCB · iShares Trust | · | 576 SH | 11 Settembre 2026 | Giornaliero |
| ISCV · iShares Trust | · | 1.816 SH | 11 Settembre 2026 | Giornaliero |
| SMMV · iShares Trust | · | 4.823 SH | 01 Settembre 2026 | Giornaliero |
CNXN Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
1 analisti · 2026-10-02Target medio $83.00 -10,2%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
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 |
|---|---|---|---|---|---|---|
| CNXN | $1.46B | 17.7 | 2.5% | 2.9% | 9.3% | 18.8% |
| ARW | $5.63B | 10.1 | 10.5% | 1.8% | 9.2% | 11.2% |
| AVT | · | 21.5 | 24.5% | 1.2% | 6.7% | 10.4% |
| INGM | · | 18.6 | 9.5% | · | · | · |
| NSIT | $2.53B | 16.8 | -5.2% | 1.9% | 9.7% | 21.4% |
| PLUS | $1.98B | 15.0 | 22.1% | 5.4% | 12.5% | 25.2% |
| ADIG | · | · | · | · | · | · |
| SCSC | $1.05B | 14.3 | 6.1% | 2.4% | 8.7% | 13.6% |
| CLMB | $474M | 22.2 | 40.1% | 3.3% | 19.2% | 16.1% |
| RELL | · | · | 9.4% | 2.8% | 4.0% | 31.2% |
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