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

03

Prezzo $149.15

Capitalizzazione di Mercato (MRQ) $11.65B

P/E (TTM) 102.2

EPS (TTM) $1.46

Ricavi (TTM) $902M

ROE (TTM) 11.0%

D/E Debito/Patrimonio (MRQ) 0.0

Intervallo 52 sett. $37–$160

FORM 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$785M

2016-12-31 → 2025-12-27

EPS$0.69

2016-12-31 → 2025-12-27

Flusso di cassa libero$12M

2016-12-31 → 2025-12-27

Margine netto12.8%

2016-12-31 → 2025-12-27

Valutazione e Rapporti 07–12

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

Metrica	FORM	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	102.2media 5 anni ≈50.3	≈50.3	64.6	Sopravvalutato
P/S (TTM)	12.9media 5 anni ≈4.4	≈4.4	7.2	Sopravvalutato
P/B (MRQ)	10.5media 5 anni ≈3.6	≈3.6	7.6	Più costoso
EV / EBITDA	202.1media 5 anni ≈46.0	≈46.0	22.0	Sopravvalutato
Prezzo / FCF (TTM)	85.6media 5 anni ≈175.7	≈175.7	·	·
Prezzo / Flusso di cassa (TTM)	64.8media 5 anni ≈31.4	≈31.4	23.0	Sopravvalutato
EV / Ricavi (TTM)	12.5media 5 anni ≈4.2	≈4.2	·	·
EV / FCF (TTM)	83.1media 5 anni ≈169.3	≈169.3	·	·
Prezzo / Valore contabile tangibile (MRQ)	10.7media 5 anni ≈4.8	≈4.8	·	·

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	FORM	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	43.1%media 5 anni ≈40.0%	≈40.0%	47.7%	Di prim'ordine
Margine Operativo (TTM)	12.9%media 5 anni ≈9.7%	≈9.7%	18.5%	Di prim'ordine
EBITDA Margin (Margine EBITDA)	7.3%media 5 anni ≈9.7%	≈9.7%	19.3%	Di prim'ordine
Margine ante imposte (TTM)	14.1%media 5 anni ≈10.6%	≈10.6%	18.5%	Di prim'ordine
Margine di Profitto Netto (TTM)	12.8%media 5 anni ≈9.2%	≈9.2%	13.2%	Di prim'ordine
ROA (TTM)	9.1%media 5 anni ≈6.4%	≈6.4%	5.0%	Debole
ROE (TTM)	11.0%media 5 anni ≈7.8%	≈7.8%	8.4%	Debole
ROIC	4.4%media 5 anni ≈6.9%	≈6.9%	5.8%	Debole

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	FORM	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	0.0media 5 anni ≈0.0	≈0.0	0.5	Basso indebitamento
Rapporto corrente (MRQ)	4.1media 5 anni ≈4.0	≈4.0	3.3	Liquidità elevata
Quick Ratio (MRQ)	3.1media 5 anni ≈1.9	≈1.9	2.0	Liquidità elevata
Debito a lungo termine / Patrimonio netto (MRQ)	0.0media 5 anni ≈0.0	≈0.0	0.5	Basso indebitamento
Interest Coverage (Copertura degli interessi)	109.5media 5 anni ≈143.8	≈143.8	35.7	Liquidità elevata

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

Metrica	FORM	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	2.8%media 5 anni ≈3.0%	≈3.0%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	1.6%media 5 anni ≈-0.04%	≈-0.04%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	2.5%	·	·	·
EPS YoY	-22.5%media 5 anni ≈-1.6%	≈-1.6%	·	·
Net Income YoY (Utile Netto YoY)	-21.9%media 5 anni ≈-1.5%	≈-1.5%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	2.0%media 5 anni ≈-0.56%	≈-0.56%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	-7.0%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	2.3%media 5 anni ≈-0.70%	≈-0.70%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	-7.1%	·	·	·

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

Metrica	FORM	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$0.69media 5 anni ≈$0.87	≈$0.87	·	·
Revenue / Share (Ricavi / Azione)	$10.02media 5 anni ≈$9.51	≈$9.51	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$1.47media 5 anni ≈$1.45	≈$1.45	·	·
Cash / Share (Liquidità / Azione)	$1.33media 5 anni ≈$1.89	≈$1.89	·	·

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

Metrica	FORM	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.7media 5 anni ≈0.7	≈0.7	0.5	Di prim'ordine
Inventory Turnover (Rotazione delle scorte)	4.5media 5 anni ≈4.1	≈4.1	2.8	Di prim'ordine
Receivables Turnover (Rotazione dei crediti)	6.8media 5 anni ≈7.1	≈7.1	5.6	Di prim'ordine
Revenue / Employee (Ricavi / Dipendente)	≈$364.6K	·	·	·

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 20.3%

Prossimo report Ott 27, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Lug 28, 2026	$0.82	$0.62	31.9%
31 Marzo 2026		$0.57	$0.46	23.8%
31 Dicembre 2025		$0.46	$0.36	29.3%
30 Settembre 2025		$0.33	$0.25	30.0%
30 Giugno 2025		$0.27	$0.31	-11.9%
31 Marzo 2025		$0.23	$0.19	19.0%

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

15

Conto Economico 18

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$785M	$764M	$663M	$748M	$770M	$694M	$589M	$530M	$548M	$384M	$282M	$269M
Cost of Revenue	$476M	$456M	$405M	$452M	$447M	$406M	$352M	$319M	$333M	$281M	$197M	$191M
Gross Profit	$309M	$308M	$259M	$296M	$323M	$288M	$237M	$210M	$216M	$103M	$86M	$77M
R&D Expense	$116M	$122M	$116M	$109M	$101M	$89M	$81M	$75M	$74M	$57M	$44M	$43M
SG&A Expense	$133M	$142M	$133M	$132M	$124M	$115M	$106M	$99M	$95M	$73M	$45M	$51M
Operating Expenses	$252M	$264M	$249M	$241M	$225M	$204M	$188M	$174M	$169M	$151M	$90M	$98M
Operating Income	$57M	$65M	$83M	$55M	$98M	$84M	$50M	$36M	$46M	$-48M	$-4M	$-21M
Interest Expense	$521.0K	$418.0K	$421.0K	$579.0K	$602.0K	$864.0K	$2M	$3M	$4M	$2M	$0	·
Interest Income	$11M	$14M	$7M	$2M	$569.0K	$2M	$3M	$1M	$548.0K	$327.0K	$283.0K	$302.0K
Other Non-op	$2M	$939.0K	$-285.0K	$1M	$495.0K	$750.0K	$602.0K	$-224.0K	$-152.0K	$-224.0K	$3M	$161.0K
Pretax Income	$69M	$79M	$89M	$58M	$98M	$85M	$51M	$34M	$42M	$-50M	$-1M	$-20M
Income Tax	$13M	$10M	$7M	$7M	$15M	$7M	$12M	$-70M	$1M	$-44M	$252.0K	$-910.0K
Net Income	$54M	$70M	$82M	$51M	$84M	$79M	$39M	$104M	$41M	$-7M	$-2M	$-19M
EPS (Basic)	$0.70	$0.90	$1.06	$0.65	$1.08	$1.02	$0.52	$1.42	$0.57	$-0.10	$-0.03	·
EPS (Diluted)	$0.69	$0.89	$1.05	$0.65	$1.06	$0.99	$0.51	$1.38	$0.55	$-0.10	$-0.03	·
Shares (Basic)	77,348,000	77,340,000	77,370,000	77,578,000	77,787,000	76,681,000	74,994,000	73,482,000	72,292,000	64,941,000	57,850,000	55,908,000
Shares (Diluted)	78,313,000	78,437,000	78,159,000	78,201,000	79,133,000	79,001,000	77,286,000	75,182,000	74,239,000	64,941,000	57,850,000	·
EBITDA	$57M	$65M	$83M	$55M	$98M	$84M	$50M	$36M	$46M	$-1M	$20M	$10M

Stato Patrimoniale 28

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$103M	$191M	$178M	$109M	$151M	$187M	$145M	$98M	$91M	$101M	$146M	$114M
Short-term Investments	$172M	$169M	$151M	$129M	$125M	$68M	$76M	$51M	$49M	$7M	$41M	$50M
Receivables	$125M	$104M	$103M	$88M	$116M	$108M	$98M	$95M	$82M	$70M	$37M	$45M
Inventory	$111M	$102M	$112M	$123M	$112M	$99M	$83M	$78M	$68M	$60M	$27M	$26M
Prepaid Expense	$45M	$35M	$30M	$24M	$19M	$23M	$15M	$15M	$14M	$14M	$6M	$7M
Current Assets	$557M	$605M	$574M	$475M	$524M	$487M	$419M	$338M	$306M	$255M	$258M	$244M
PP&E (Net)	$259M	$210M	$204M	$190M	$147M	$104M	$59M	$54M	$47M	$43M	$24M	$25M
PP&E (Gross)	·	·	$495M	$478M	$433M	$353M	$320M	$307M	$296M	$279M	$251M	$247M
Accum. Depreciation	$390M	$380M	$358M	$336M	$313M	$294M	$273M	$263M	$256M	$242M	$232M	$224M
Goodwill	$216M	$199M	$201M	$211M	$212M	$213M	$199M	$189M	$190M	$188M	$31M	$31M
Intangibles	$16M	$10M	$13M	$27M	$36M	$59M	$58M	$68M	$97M	$127M	$26M	$39M
Other Non-current Assets	$2M	$4M	$3M	$4M	$2M	$1M	$1M	$968.0K	$2M	$3M	$853.0K	$1M
Total Assets	$1.22B	$1.15B	$1.11B	$1.01B	$1.02B	$963M	$840M	$728M	$647M	$619M	$343M	$344M
Accounts Payable	$47M	$62M	$64M	$69M	$58M	$62M	$41M	$40M	$35M	$34M	$18M	$20M
Accrued Liabilities	$48M	$44M	$41M	$42M	$51M	$55M	$36M	$28M	$34M	$30M	$22M	$21M
Current Liabilities	$124M	$131M	$131M	$150M	$149M	$155M	$137M	$103M	$92M	$83M	$44M	$48M
Capital Leases	$12M	$18M	$25M	$28M	$31M	$28M	$29M	$0	·	$4M	$0	$2M
Deferred Tax	$2M	$0	$0	$3M	$4M	$5M	$7M	$2M	$3M	$4M	$0	$2M
Total Liabilities	$189M	$198M	$198M	$200M	$205M	$219M	$199M	$148M	$188M	$218M	$48M	$55M
Long-term Debt	$12M	$13M	$14M	$15M	$24M	$34M	$58M	$65M	$106M	$138M	$0	·
Total Debt	$12M	$13M	$14M	$15M	$24M	$34M	$58M	$65M	$106M	$125M	·	·
Common Stock	$78.0K	$77.0K	$77.0K	$77.0K	$78.0K	$78.0K	$76.0K	$74.0K	$73.0K	$71.0K	$58.0K	$57.0K
Retained Earnings	$175M	$121M	$51M	$-31M	$-82M	$-166M	$-244M	$-284M	$-388M	$-429M	$-422M	$-421M
Treasury Stock	·	·	·	·	·	$0	·	·	·	·	·	·
AOCI	$-4M	$-11M	$-4M	$-6M	$-1M	$6M	$-659.0K	$780.0K	$3M	$-4M	$-2M	$-2M
Stockholders' Equity	$1.04B	$948M	$909M	$808M	$816M	$744M	$641M	$580M	$459M	$401M	$295M	$289M
Liabilities + Equity	$1.22B	$1.15B	$1.11B	$1.01B	$1.02B	$963M	$840M	$728M	$647M	$619M	$343M	$344M
Shares Outstanding	77,647,935	77,114,633	77,376,903	76,914,590	78,240,506	77,437,997	75,764,990	74,139,712	72,532,176	70,907,847	58,088,969	56,518,428

Flusso di cassa 18

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	·	·	·	·	·	·	·	·	·	$47M	$24M	$30M
Stock-based Comp	$39M	$40M	$39M	$31M	$29M	$24M	$23M	$18M	$16M	$12M	$12M	$13M
Deferred Tax	$2M	$-13M	$-12M	$-6M	$4M	$-562.0K	$5M	$-75M	$-590.0K	$-45M	$-14.0K	$230.0K
Amort. of Intangibles	$2M	$3M	$7M	$9M	$19M	$28M	$28M	$29M	$31M	$35M	$13M	$19M
Restructuring	$6M	·	$2M	$16M	$6M	·	·	$160.0K	$810.0K	$7M	$559.0K	$3M
Other Non-cash	·	·	·	·	·	·	·	·	·	$11M	$2M	$-7M
Operating Cash Flow	$115M	$118M	$65M	$132M	$139M	$169M	$121M	$69M	$86M	$17M	$36M	$18M
CapEx	$104M	$38M	$56M	$65M	$66M	$56M	$21M	$20M	$18M	$12M	$9M	$6M
Investing Cash Flow	$-191M	$-33M	$29M	$-76M	$-125M	$-99M	$-66M	$-21M	$-59M	·	·	·
Debt Issued	·	·	·	$0	$0	$18M	$23M	$0	$0	$150M	$0	$0
Net Debt Issued	$-1M	$-1M	$-1M	$-8M	$-9M	$-25M	$-7M	$-41M	$-33M	$139M	·	·
Stock Repurchased	$26M	$53M	$20M	$82M	$24M	$0	$0	$0	$19M	$0	$8M	$0
Net Stock Activity	$-26M	$-53M	$-20M	$-82M	$-24M	·	$0	$0	$-19M	$0	$-8M	·
Financing Cash Flow	$-14M	$-65M	$-23M	$-96M	$-47M	$-31M	$-7M	$-39M	$-39M	·	·	·
Net Change in Cash	$-90M	$16M	$68M	$-42M	$-36M	$43M	$47M	$8M	$-10M	·	·	·
Taxes Paid	$9M	$16M	$17M	$11M	$8M	$9M	$4M	$5M	$3M	$3M	$27.0K	$950.0K
Free Cash Flow	$12M	$79M	$9M	$67M	$73M	$113M	$100M	$49M	$69M	$6M	$27M	$12M
Levered FCF	$11M	$79M	$8M	$66M	$72M	$113M	$99M	$39M	$64M	·	·	·

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	39.3%	40.3%	39.0%	39.6%	41.9%	41.5%	40.3%	39.7%	39.3%	26.8%	30.4%	28.8%
Operating Margin	7.3%	8.5%	12.5%	7.3%	12.7%	12.1%	8.4%	6.8%	8.4%	-12.5%	-1.5%	-7.7%
Net Margin	6.9%	9.1%	12.4%	6.8%	10.9%	11.3%	6.7%	19.6%	7.5%	-1.7%	-0.54%	-7.1%
Pretax Margin	8.8%	10.4%	13.5%	7.7%	12.8%	12.3%	8.7%	6.4%	7.7%	-13.1%	-0.45%	-7.5%
EBITDA Margin	7.3%	8.5%	12.5%	7.3%	12.7%	12.1%	8.4%	6.8%	8.4%	-0.29%	7.0%	3.7%
ROA	4.6%	6.2%	7.8%	5.0%	8.5%	8.7%	5.0%	15.1%	6.5%	-1.4%	-0.44%	-5.6%
ROE	5.4%	7.3%	9.4%	6.3%	10.5%	10.8%	6.3%	19.4%	9.0%	-1.9%	-0.52%	-6.6%
ROIC	4.4%	5.9%	8.3%	5.8%	9.9%	9.9%	5.5%	17.2%	8.0%	-1.2%	-1.7%	-6.8%

Liquidità e Solvibilità 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	4.5	4.6	4.4	3.2	3.5	3.2	3.1	3.3	3.3	3.1	5.9	5.1
Quick Ratio	1.8	2.2	2.1	1.3	1.8	1.9	1.8	1.9	2.4	2.2	5.1	4.4
Debt / Equity	0.0	0.0	0.0	0.0	0.0	0.0	0.1	0.1	0.2	0.3	·	·
LT Debt / Equity	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.1	0.2	·	·	·
Interest Coverage	109.5	155.0	196.6	94.8	162.9	97.0	25.9	10.9	10.3	·	·	·

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.7	0.7	0.6	0.7	0.8	0.8	0.8	0.8	0.9	0.8	0.8	0.8
Inventory Turnover	4.5	4.3	3.4	3.9	4.2	4.4	4.4	4.4	5.2	6.5	7.5	8.3
Receivables Turnover	6.8	7.4	6.9	7.3	6.9	6.8	6.1	6.0	7.2	7.2	6.9	7.1

Per Azione 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$13.33	$12.29	$11.75	$10.51	$10.43	$9.61	$8.46	$7.83	$6.32	$5.66	$5.07	$5.12
Revenue / Share	$10.02	$9.74	$8.48	$9.56	$9.73	$8.78	$7.63	$7.05	$7.39	·	·	·
Cash Flow / Share	$1.47	$1.50	$0.83	$1.69	$1.76	$2.14	$1.57	$0.91	$1.16	·	·	·
Cash / Share	$1.33	$2.47	$2.30	$1.42	$1.93	$2.42	$1.91	$1.33	$1.26	$1.43	$2.52	$2.02
EPS (TTM)	$0.69	$0.89	$1.05	$0.65	$1.06	$0.99	$0.51	$1.38	$0.55	$-0.10	$-0.03	$-0.34

Tassi di Crescita 9

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	2.8%	15.2%	-11.3%	-2.8%	11.0%	·	·	·	·	·	·	·
Revenue CAGR 3Y	1.6%	-0.26%	-1.5%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	2.5%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	-22.5%	-15.2%	61.5%	-38.7%	7.1%	·	·	·	·	·	·	·
EPS CAGR 3Y	2.0%	-5.7%	2.0%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	-7.0%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-21.9%	-15.5%	62.4%	-39.5%	6.9%	·	·	·	·	·	·	·
Net Income CAGR 3Y	2.3%	-6.0%	1.6%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	-7.1%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 14

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$785M	$764M	$663M	$748M	$770M	$694M	$589M	$530M	$548M	$384M	$282M	$269M
Net Income TTM	$54M	$70M	$82M	$51M	$84M	$79M	$39M	$104M	$41M	$-7M	$-2M	$-19M
Market Cap	$4.51B	$3.54B	$3.23B	$1.71B	$3.48B	$3.30B	$1.97B	$1.04B	$1.14B	$794M	$529M	$489M
Enterprise Value	$4.42B	$3.36B	$3.06B	$1.62B	$3.36B	$3.14B	$1.89B	$1.01B	$1.10B	$811M	·	·
P/E	84.1	51.6	39.7	34.2	42.0	43.0	51.1	10.2	28.5	-112.0	-303.7	-25.4
P/S	5.7	4.6	4.9	2.3	4.5	4.8	3.3	2.0	2.1	2.1	1.9	1.8
P/B	4.4	3.7	3.6	2.1	4.3	4.4	3.1	1.8	2.5	2.0	1.8	1.7
P / Tangible Book	5.6	4.8	4.6	3.0	6.1	7.0	·	·	·	·	·	·
P / Cash Flow	39.1	30.1	50.0	13.0	25.0	19.5	16.3	15.1	13.1	45.6	14.7	27.7
P / FCF	384.0	44.8	376.4	25.7	47.8	29.1	19.7	21.3	16.6	134.6	19.3	40.8
EV / EBITDA	77.4	51.9	37.0	29.4	34.2	37.5	38.0	27.8	23.8	-731.1	·	·
EV / FCF	376.2	42.5	357.3	24.3	46.1	27.7	18.8	20.6	16.1	137.4	·	·
EV / Revenue	5.6	4.4	4.6	2.2	4.4	4.5	3.2	1.9	2.0	2.1	·	·
Earnings Yield	1.2%	1.9%	2.5%	2.9%	2.4%	2.3%	2.0%	9.8%	3.5%	-0.89%	-0.33%	-3.9%

Conto Economico 18

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	Q4 2022	Q3 2022
Revenue	$258M	$226M	$215M	$203M	$196M	$171M	$189M	$208M	$197M	$169M	$168M	$172M	$167M	$166M	$181M
Cost of Revenue	$127M	$139M	$124M	$122M	$123M	$107M	$116M	$123M	$111M	$106M	$100M	$102M	$106M	$121M	$119M
Gross Profit	$131M	$87M	$91M	$81M	$73M	$65M	$74M	$85M	$87M	$63M	$68M	$69M	$61M	$45M	$62M
R&D Expense	$31M	$31M	$30M	$29M	$29M	$28M	$31M	$31M	$32M	$29M	$28M	$31M	$28M	$27M	$27M
SG&A Expense	$37M	$32M	$35M	$33M	$31M	$33M	$35M	$36M	$38M	$33M	$31M	$36M	$33M	$34M	$32M
Operating Expenses	$73M	$70M	$67M	$63M	$61M	$61M	$66M	$67M	$69M	$62M	$60M	$67M	$61M	$61M	$58M
Operating Income	$58M	$17M	$23M	$18M	$12M	$3M	$8M	$18M	$18M	$21M	$81M	$3M	$91.0K	$-16M	$4M
Interest Expense	·	·	·	·	·	$99.0K	·	·	·	$102.0K	·	·	·	$116.0K	$152.0K
Interest Income	·	·	·	·	·	$3M	·	·	·	$3M	·	·	·	$1M	$709.0K
Other Non-op	$212.0K	$441.0K	$874.0K	$444.0K	$-6.0K	$890.0K	$617.0K	$-558.0K	$360.0K	$520.0K	$-2M	$788.0K	$23.0K	$-467.0K	$1M
Pretax Income	$61M	$19M	$27M	$20M	$15M	$7M	$12M	$21M	$22M	$25M	$82M	$5M	$1M	$-15M	$6M
Income Tax	$7M	$396.0K	$4M	$6M	$2M	$1M	$2M	$2M	$2M	$3M	$6M	$786.0K	$48.0K	$-2M	$1M
Net Income	$56M	$20M	$23M	$16M	$9M	$6M	$10M	$19M	$19M	$22M	$76M	$4M	$1M	$-14M	$4M
EPS (Basic)	$0.72	$0.26	$0.30	$0.20	$0.12	$0.08	$0.13	$0.24	$0.25	$0.28	$0.98	$0.06	$0.02	$-0.18	$0.06
EPS (Diluted)	$0.71	$0.26	$0.29	$0.20	$0.12	$0.08	$0.12	$0.24	$0.25	$0.28	$0.97	$0.06	$0.02	$-0.17	$0.06
Shares (Basic)	78,036,000	77,825,000	·	77,387,000	77,107,000	77,345,000	·	77,406,000	77,235,000	77,452,000	·	77,571,000	77,066,000	·	77,245,000
Shares (Diluted)	79,607,000	79,415,000	·	77,734,000	77,527,000	77,884,000	·	78,439,000	78,717,000	78,490,000	·	78,412,000	77,255,000	·	77,688,000
EBITDA	$58M	$17M	·	$18M	$12M	$3M	·	$18M	$18M	$21M	·	$3M	$91.0K	·	$4M

Stato Patrimoniale 27

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q4 2022	Q3 2022
Cash & Equivalents	$110M	$124M	$103M	$98M	$67M	$130M	$191M	$185M	$196M	$186M	$178M	$109M	$112M	$109M	$121M
Short-term Investments	$236M	$180M	·	$168M	$182M	$169M	·	$170M	$162M	$163M	·	$136M	$124M	·	$131M
Receivables	$156M	$132M	$125M	$133M	$115M	$99M	$104M	$117M	$113M	$96M	·	$89M	$104M	·	$110M
Inventory	$121M	$113M	$111M	$109M	$111M	$110M	$102M	$105M	$115M	$109M	·	$112M	$117M	·	$132M
Prepaid Expense	$46M	$52M	$45M	$50M	$49M	$43M	$35M	$34M	$29M	$28M	·	$27M	$23M	·	$21M
Current Assets	$670M	$601M	$557M	$559M	$525M	$551M	$605M	$615M	$621M	$588M	·	$507M	$481M	·	$516M
PP&E (Net)	$265M	$248M	$259M	$258M	$259M	$208M	$210M	$204M	$204M	$206M	·	$204M	$198M	·	$163M
PP&E (Gross)	·	·	·	·	·	·	·	·	$506M	$498M	·	$493M	$484M	·	$453M
Accum. Depreciation	$401M	$393M	$390M	$405M	$398M	$387M	$380M	$378M	$368M	$362M	·	$354M	$343M	·	$328M
Goodwill	$213M	$215M	$216M	$201M	$201M	$200M	$199M	$200M	$200M	$200M	$201M	$200M	$212M	$211M	$209M
Intangibles	$18M	$15M	$16M	$8M	$9M	$10M	$10M	$11M	$12M	$12M	·	$14M	$24M	·	$28M
Other Non-current Assets	$3M	$2M	$2M	$2M	$3M	$3M	$4M	$4M	$3M	$3M	·	$3M	$4M	·	$4M
Total Assets	$1.34B	$1.26B	$1.22B	$1.20B	$1.18B	$1.16B	$1.15B	$1.15B	$1.16B	$1.12B	·	$1.03B	$1.02B	·	$1.02B
Accounts Payable	$77M	$54M	$47M	$58M	$60M	$65M	$62M	$52M	$62M	$66M	·	$62M	$64M	·	$75M
Accrued Liabilities	$53M	$42M	$48M	$42M	$39M	$35M	$44M	$47M	$50M	$38M	·	$36M	$32M	·	$46M
Current Liabilities	$164M	$132M	$124M	$130M	$124M	$124M	$131M	$129M	$139M	$131M	·	$130M	$128M	·	$164M
Capital Leases	$10M	$12M	$12M	$13M	$15M	$16M	$18M	$20M	$21M	$23M	·	$25M	$26M	·	$28M
Deferred Tax	$2M	$2M	$2M	·	·	·	$0	·	·	·	·	$317.0K	$3M	·	$2M
Total Liabilities	$231M	$197M	$189M	$193M	$192M	$190M	$198M	$199M	$208M	$196M	·	$192M	$195M	·	$214M
Long-term Debt	$12M	$12M	$12M	$12M	$13M	$13M	$13M	$14M	$14M	$14M	·	$15M	$15M	·	$17M
Total Debt	$12M	$12M	·	$12M	$13M	$13M	·	$14M	$14M	$14M	·	$15M	·	·	$17M
Common Stock	$78.0K	$78.0K	$78.0K	$78.0K	$77.0K	$77.0K	$77.0K	$77.0K	$77.0K	$77.0K	·	$78.0K	$77.0K	·	$77.0K
Retained Earnings	$252M	$196M	$175M	$152M	$136M	$127M	$121M	$111M	$93M	$73M	·	$-25M	$-30M	·	$-17M
AOCI	$-11M	$-8M	$-4M	$48.0K	$3M	$-6M	$-11M	$-2M	$-8M	$-7M	·	$-9M	$-4M	·	$-18M
Stockholders' Equity	$1.11B	$1.06B	$1.04B	$1.01B	$990M	$966M	$948M	$955M	$948M	$924M	$909M	$841M	$824M	$808M	$808M
Liabilities + Equity	$1.34B	$1.26B	$1.22B	$1.20B	$1.18B	$1.16B	$1.15B	$1.15B	$1.16B	$1.12B	·	$1.03B	$1.02B	·	$1.02B
Shares Outstanding	78,120,725	77,954,440	77,647,935	77,517,097	77,111,430	77,075,636	77,114,633	77,447,989	77,281,052	77,241,118	77,376,903	77,839,317	77,142,023	76,914,590	77,265,099

Flusso di cassa 15

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	Q4 2022	Q3 2022
Stock-based Comp	$9M	$8M	$10M	$10M	$9M	$10M	$10M	$9M	$10M	$10M	$9M	$11M	$9M	$9M	$8M
Deferred Tax	$-504.0K	$-1M	$-2M	$6M	$-2M	$-691.0K	$689.0K	$-4M	$-9M	$-1M	$-6M	$-3M	$-145.0K	$538.0K	$-3M
Amort. of Intangibles	$941.0K	$650.0K	$492.0K	$632.0K	$665.0K	$674.0K	$662.0K	$640.0K	$640.0K	$640.0K	$807.0K	$1M	$2M	$2M	$2M
Restructuring	$4M	$23M	$4M	$-41.0K	$58.0K	$2M	·	$0	$0	$0	·	$0	$1M	·	$6M
Operating Cash Flow	$62M	$45M	$46M	$27M	$19M	$24M	$36M	$27M	$22M	$33M	$9M	$21M	$12M	$21M	$24M
CapEx	$10M	$15M	$11M	$8M	$66M	$19M	$8M	$9M	$8M	$13M	$10M	$6M	$20M	$26M	$9M
Investing Cash Flow	$-65M	$-23M	$-35M	$7M	$-79M	$-85M	$-7M	$-16M	$-6M	$-4M	$79M	$-2M	$-14M	$-24M	$-11M
Net Debt Issued	·	$-281.0K	·	·	·	$-273.0K	·	·	·	$-266.0K	·	·	$-259.0K	·	·
Stock Repurchased	$0	$0	$0	$2M	$2M	$22M	$16M	$17M	$3M	$17M	$20M	$0	$0	$9M	$19M
Net Stock Activity	·	$0	·	·	·	$-22M	·	·	·	$-17M	·	·	$0	·	·
Financing Cash Flow	$-10M	$-1M	$-4M	$-2M	$-4M	$-3M	$-18M	$-27M	$-5M	$-14M	$-21M	$-5M	$4M	$-11M	$-28M
Net Change in Cash	$-13M	$19M	$6M	$30M	$-62M	$-64M	$7M	$-13M	$10M	$13M	$68M	$12M	$3M	$-11M	$-17M
Taxes Paid	$2M	$1M	$1M	$2M	$4M	$2M	$2M	$6M	$6M	$1M	$5M	$3M	$7M	$1M	$3M
Free Cash Flow	·	$30M	·	·	·	$5M	·	·	·	$20M	·	·	$-7M	·	·
Levered FCF	·	·	·	·	·	$5M	·	·	·	·	·	·	·	·	·

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	Q4 2022	Q3 2022
Gross Margin	50.7%	38.4%	·	39.8%	37.2%	37.6%	·	40.7%	44.0%	37.2%	·	40.4%	36.5%	·	34.4%
Operating Margin	22.4%	7.4%	·	8.9%	6.3%	1.9%	·	8.6%	9.0%	12.6%	·	1.6%	0.05%	·	2.2%
Net Margin	21.8%	9.0%	·	7.7%	4.6%	3.7%	·	9.0%	9.8%	12.9%	·	2.5%	0.80%	·	2.4%
Pretax Margin	23.5%	8.5%	·	10.1%	7.6%	4.4%	·	10.1%	10.9%	14.8%	·	3.0%	0.83%	·	3.1%
EBITDA Margin	22.4%	7.4%	·	8.9%	6.3%	1.9%	·	8.6%	9.0%	12.6%	·	1.6%	0.05%	·	2.2%
ROA	4.5%	1.7%	·	1.3%	0.78%	0.56%	·	1.7%	1.8%	2.0%	·	0.43%	·	·	0.43%
ROE	5.3%	2.0%	·	1.6%	0.94%	0.68%	·	2.1%	2.2%	2.5%	·	0.53%	·	·	0.55%
ROIC	4.6%	1.5%	·	1.2%	1.0%	0.29%	·	1.7%	1.7%	2.0%	·	0.27%	·	·	0.38%

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	Q4 2022	Q3 2022
Current Ratio	4.1	4.5	·	4.3	4.2	4.4	·	4.8	4.5	4.5	·	3.9	·	·	3.2
Quick Ratio	3.1	3.3	·	3.1	2.9	3.2	·	3.6	3.4	3.4	·	2.6	·	·	2.2
Debt / Equity	0.0	0.0	·	0.0	0.0	0.0	·	0.0	0.0	0.0	·	0.0	·	·	0.0
LT Debt / Equity	0.0	0.0	·	0.0	0.0	0.0	·	0.0	0.0	0.0	·	0.0	·	·	0.0
Interest Coverage	·	·	·	·	·	33.0	·	·	·	·	·	·	·	·	26.5

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	Q4 2022	Q3 2022
Asset Turnover	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	·	·	0.2
Inventory Turnover	1.1	1.3	·	1.1	1.1	1.0	·	1.1	0.9	0.9	·	0.8	·	·	1.0
Receivables Turnover	1.9	2.0	·	1.6	1.7	1.8	·	2.0	1.9	1.7	·	1.7	·	·	1.7

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	Q4 2022	Q3 2022
Book Value / Share	$14.23	$13.58	·	$13.02	$12.84	$12.53	·	$12.33	$12.27	$11.96	·	$10.80	·	·	$10.46
Revenue / Share	$3.24	$2.85	·	$2.61	$2.53	$2.20	·	$2.65	$2.51	$2.15	·	$2.19	$2.17	·	$2.33
Cash Flow / Share	·	$0.57	·	·	·	$0.30	·	·	·	$0.42	·	·	$0.16	·	·
Cash / Share	$1.41	$1.58	·	$1.26	$0.87	$1.69	·	$2.38	$2.54	$2.41	·	$1.40	·	·	$1.56
EPS (TTM)	$1.46	$0.87	·	$0.52	$0.56	$0.69	·	$1.74	$1.56	$1.32	·	$-0.08	$0.29	·	$1.14

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	Q4 2022	Q3 2022
Revenue TTM	$902M	$840M	·	$759M	$765M	$766M	·	$742M	$706M	$664M	·	$661M	$718M	·	$787M
Net Income TTM	$115M	$68M	·	$41M	$44M	$54M	·	$136M	$121M	$103M	·	$-7M	$22M	·	$90M
Market Cap	$10.21B	$7.63B	·	$2.73B	$2.69B	$2.21B	·	$3.59B	$4.68B	$3.52B	·	$2.72B	·	·	$2.02B
Enterprise Value	$9.88B	$7.34B	·	$2.48B	$2.46B	$1.92B	·	$3.24B	$4.33B	$3.19B	·	$2.49B	·	·	$1.79B
P/E	89.5	112.6	·	67.8	62.3	41.5	·	26.6	38.8	34.6	·	-436.8	109.8	·	23.0
P/S	11.3	9.1	·	3.6	3.5	2.9	·	4.8	6.6	5.3	·	4.1	·	·	2.6
P/B	9.2	7.2	·	2.7	2.7	2.3	·	3.8	4.9	3.8	·	3.2	·	·	2.5
P / Tangible Book	11.6	9.2	·	3.4	3.5	2.9	·	4.8	6.3	5.0	·	4.3	·	·	3.5
P / Cash Flow	·	169.8	·	·	·	93.8	·	·	·	106.8	·	·	·	·	·
EV / Revenue	11.0	8.7	·	3.3	3.2	2.5	·	4.4	6.1	4.8	·	3.8	3.1	·	2.3
Earnings Yield	1.1%	0.89%	·	1.5%	1.6%	2.4%	·	3.8%	2.6%	2.9%	·	-0.23%	0.91%	·	4.3%

Periodo più recente a sinistra · valori nulli mostrati come ·

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

16

Metrica	2025-12-27	2024-12-28	2023-12-30	2022-12-31	2021-12-25
Ricavi	$785M	$764M	$663M	$748M	$770M
Margine Lordo %	39.3%	40.3%	39.0%	39.6%	41.9%
Margine Operativo %	7.3%	8.5%	12.5%	7.3%	12.7%
Utile netto	$54M	$70M	$82M	$51M	$84M
EPS Diluito	$0.69	$0.89	$1.05	$0.65	$1.06

Metrica	2025-12-27	2024-12-28	2023-12-30	2022-12-31	2021-12-25
Debito / Patrimonio Netto	0.0	0.0	0.0	0.0	0.0
Rapporto corrente	4.5	4.6	4.4	3.2	3.5
Quick Ratio	1.8	2.2	2.1	1.3	1.8

Metrica	2025-12-27	2024-12-28	2023-12-30	2022-12-31	2021-12-25
Flusso di cassa libero	$12M	$79M	$9M	$67M	$73M

Proprietari istituzionali (13F) 541 filer · $11.6B 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 541

Valore detenuto $11.6B

Nuove posizioni 161

Posizioni chiuse 42

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
161 (+47 vs trimestre precedente)	42 (+6 vs trimestre precedente)	152 (+19 vs trimestre precedente)	165 (+49 vs trimestre precedente)	+937K

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.	$1.676.771.596	10.484.409	14,39%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$838.385.526	5.242.203	7,20%	Azioni
EARNEST PARTNERS LLC	$601.850.815	3.763.214	5,17%	Azioni
VANGUARD GROUP INC	$570.156.943	10.221.530	4,89%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$562.194.572	3.515.254	4,83%	Azioni
STATE STREET CORP	$412.855.617	2.581.477	3,54%	Azioni
Polar Capital Holdings Plc	$343.225.453	2.146.098	2,95%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$294.523.633	1.833.001	2,53%	Azioni
BANK OF AMERICA CORP /DE/	$285.257.225	1.783.638	2,45%	Azioni
PRIMECAP MANAGEMENT CO/CA/	$270.299.932	1.690.114	2,32%	Azioni
Invesco Ltd.	$252.454.784	1.578.533	2,17%	Azioni
DIMENSIONAL FUND ADVISORS LP	$226.842.562	1.418.910	1,95%	Azioni
SEI INVESTMENTS CO	$214.794.999	1.343.056	1,84%	Azioni
JANE STREET GROUP, LLC	$209.487.988	1.309.873	1,80%	Azioni
FULLER & THALER ASSET MANAGEMENT, INC.	$189.454.834	1.184.611	1,63%	Azioni
NORGES BANK	$163.775.197	1.024.043	1,41%	Azioni
MORGAN STANLEY	$143.928.819	899.947	1,24%	Azioni
ALLIANCEBERNSTEIN L.P.	$141.320.249	1.457.060	1,21%	Azioni
GF FUND MANAGEMENT CO. LTD.	$124.105.680	776.000	1,07%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$119.951.818	750.027	1,03%	Azioni
TREMBLANT CAPITAL GROUP	$114.102.059	713.450	0,98%	Azioni
MILLENNIUM MANAGEMENT LLC	$107.291.759	670.867	0,92%	Azioni
GOLDMAN SACHS GROUP INC	$105.777.542	661.399	0,91%	Azioni
Pictet Asset Management Holding SA	$104.334.020	653.999	0,90%	Azioni
Bank of New York Mellon Corp	$103.843.657	649.307	0,89%	Azioni
Nuveen, LLC	$103.841.429	649.293	0,89%	Azioni
REINHART PARTNERS, LLC.	$102.345.410	639.922	0,88%	Azioni
NORTHERN TRUST CORP	$94.041.719	588.018	0,81%	Azioni
NEEDHAM INVESTMENT MANAGEMENT LLC	$87.561.675	547.500	0,75%	Azioni
WT Asset Management Ltd	$85.481.306	534.492	0,73%	Azioni
VANGUARD FIDUCIARY TRUST CO	$80.642.304	504.235	0,69%	Azioni
AMERIPRISE FINANCIAL INC	$69.722.444	435.956	0,60%	Azioni
TWO SIGMA INVESTMENTS, LP	$68.080.282	425.688	0,58%	Azioni
D. E. Shaw & Co., Inc.	$67.390.823	421.377	0,58%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$66.161.442	413.690	0,57%	Azioni
Capital World Investors	$65.736.028	411.030	0,56%	Azioni
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$65.319.890	408.428	0,56%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$62.344.872	389.826	0,54%	Azioni
JANE STREET GROUP, LLC	$61.844.931	386.700	0,53%	Opzione Call
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$60.984.508	381.320	0,52%	Azioni
Connor, Clark & Lunn Investment Management Ltd.	$60.465.535	378.075	0,52%	Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$60.193.814	376.376	0,52%	Azioni
JANE STREET GROUP, LLC	$54.248.256	339.200	0,47%	Opzione Put
ROYAL BANK OF CANADA	$53.428.000	334.072	0,46%	Azioni
Fisher Asset Management, LLC	$50.162.363	313.652	0,43%	Azioni
JONES FINANCIAL COMPANIES LLLP	$48.554.212	371.323	0,42%	Azioni
UBS Group AG	$47.355.593	296.102	0,41%	Azioni
RENAISSANCE TECHNOLOGIES LLC	$47.270.190	295.568	0,41%	Azioni
Select Equity Group, L.P.	$45.689.762	285.686	0,39%	Azioni
Public Sector Pension Investment Board	$42.840.129	267.868	0,37%	Azioni

Mostra tutti i 541 proprietari istituzionali →

Insider aziendali 38 insider · 10 dirigenti · 17 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Mike Slessor	CEO	16 Settembre 2026 S	466.694	52	$-14.790.209
Mario Ruscev	CEO	02 Febbraio 2010 M	12.231	0	$0
Aric Brendan Mckinnis	CFO, SVP Global Finance	06 Agosto 2026 A	14.152	1	$-313.034
Shai Shahar	CFO, SVP Global Finance	07 Agosto 2025 M	55.968	0	$0
Michael M Ludwig	SR VP, CFO	22 Febbraio 2018 M	240.387	0	$0
Jean B Vernet	SR VP, CFO	29 Aprile 2010 M	3.137	0	$0
Ronald C Foster	Sr. VP & CFO	15 Giugno 2007 M	2.883	0	$0
Joseph R Bronson	President	03 Gennaio 2007 M	35.887	0	$0
Harrold J Rust	VP- Operations	04 Novembre 2003 M	500	0	$0
Frans Van Wijk	Sr. VP Marketing & Bus Dev	14 Agosto 2003 A	·	0	$0
Kelley Steven-Waiss	Direttore	03 Settembre 2026 S	24.426	4	$-1.237.282
Thomas St Dennis	Direttore	16 Giugno 2026 G	28.333	5	$-1.337.041
Sheri Rhodes	Direttore	02 Giugno 2026 S	5.375	2	$-1.500.516
Rebeca Obregon-Jimenez	Direttore	21 Maggio 2026 S	7.875	2	$-749.586
Brian C White	Direttore	20 Maggio 2026 S	8.653	3	$-1.139.748
Jorge Titinger	Direttore	15 Maggio 2026 A	14.836	2	$-693.959
Kevin J Brewer	Direttore	11 Febbraio 2026 S	8.105	1	$-288.600
Raymond A Link	Direttore	30 Maggio 2023 M	66.225	0	$0
Edward Rogas JR	Direttore	17 Maggio 2021 M	22.098	0	$0
Michael W Zellner	Direttore	06 Dicembre 2019 M	41.875	0	$0
Richard Delateur	Direttore	25 Luglio 2019 M	25.000	0	$0
Carl G Everett JR	Direttore	06 Agosto 2013 A	56.864	0	$0
Chenming Hu	Direttore	20 Maggio 2010 A	·	0	$0
William H Davidow	Direttore	19 Maggio 2005 A	29.707	0	$0
MOHR DAVIDOW VENTURES IV L P	Proprietario del 10%	05 Aprile 2004 J	2.000.000	0	$0
Lothar Maier	·	14 Maggio 2024 S	6.770	0	$0
Stuart L Merkadeau	·	06 Maggio 2015 M	78.629	0	$0
James A Prestridge	·	31 Agosto 2011 S	39.748	0	$0
Homa Bahrami	·	01 Giugno 2010 M	15.000	0	$0
Harvey A Wagner	·	01 Giugno 2010 M	12.000	0	$0
Thomas J Campbell	·	01 Giugno 2009 M	3.600	0	$0
Igor Y Khandros	·	03 Aprile 2008 M	8.500	0	$0
Richard Freeman	·	20 Febbraio 2008 A	·	0	$0
Yoshikazu Hatsukano	·	07 Febbraio 2006 M	119.300	0	$0
Peter B Mathews	·	06 Febbraio 2006 M	2.633	0	$0
Benjamin N Eldridge	·	02 Febbraio 2006 S	32.070	0	$0
Jens Meyerhoff	·	15 Luglio 2005 M	5.335	0	$0
Richard Mittermaier	·	25 Febbraio 2005 M	999	0	$0

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

Proprietà ETF Posseduti da 61 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
PSCT · Invesco Exchange-Traded Fund Trust …	4,78%	172.753 SH	02 Ottobre 2026	Giornaliero
XSMO · Invesco Exchange-Traded Fund Trust	3,72%	721.441 SH	02 Ottobre 2026	Giornaliero
PSI · Invesco Exchange-Traded Fund Trust	3,27%	658.346 SH	02 Ottobre 2026	Giornaliero
EPSB · Harbor ETF Trust	2,37%	1.067 NS	31 Luglio 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	1,36%	92.791 SH	19 Agosto 2026	Giornaliero
RZG · Invesco Exchange-Traded Fund Trust	0,93%	7.452 SH	02 Ottobre 2026	Giornaliero
FXL · First Trust Exchange-Traded AlphaDE…	0,88%	212.700 NS	31 Luglio 2026	N-PORT
JSMD · Janus Detroit Street Trust	0,75%	73.865 NS	31 Luglio 2026	N-PORT
VIOO · VANGUARD ADMIRAL FUNDS	0,67%	272.522 SH	19 Agosto 2026	Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust …	0,65%	10.375 SH	02 Ottobre 2026	Giornaliero
SMDX · Tidal Trust III	0,53%	6.433 NS	31 Luglio 2026	N-PORT
ESSC · Strategy Shares	0,45%	1.519 NS	31 Luglio 2026	N-PORT
FNY · First Trust Exchange-Traded AlphaDE…	0,42%	22.956 NS	31 Luglio 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,34%	1.032.543 SH	19 Agosto 2026	Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,32%	21.175 NS	31 Luglio 2026	N-PORT
IQSM · New York Life Investments ETF Trust	0,32%	9.835 NS	31 Luglio 2026	N-PORT
ISCG · iShares Trust	0,29%	24.716 SH	11 Settembre 2026	Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust	0,28%	49.571 SH	02 Ottobre 2026	Giornaliero
VFMO · VANGUARD WELLINGTON FUND	0,27%	33.495 SH	19 Agosto 2026	Giornaliero
IWP · iShares Trust	0,26%	436.780 SH	11 Settembre 2026	Giornaliero
FNX · First Trust Exchange-Traded AlphaDE…	0,20%	25.762 NS	31 Luglio 2026	N-PORT
BKMC · BNY Mellon ETF Trust	0,20%	12.147 NS	31 Luglio 2026	N-PORT
FSMD · FIDELITY COVINGTON TRUST	0,19%	45.011 NS	31 Luglio 2026	N-PORT
TRFM · ETF Series Solutions	0,18%	4.181 NS	31 Luglio 2026	N-PORT
DFAS · Dimensional ETF Trust	0,15%	221.569 NS	31 Luglio 2026	N-PORT
VB · VANGUARD INDEX FUNDS	0,15%	1.787.924 SH	19 Agosto 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,14%	894.488 SH	19 Agosto 2026	Giornaliero
FAD · First Trust Exchange-Traded AlphaDE…	0,13%	6.891 NS	31 Luglio 2026	N-PORT
SMMD · iShares Trust	0,12%	41.547 SH	11 Settembre 2026	Giornaliero
ESML · iShares Trust	0,11%	28.705 SH	11 Settembre 2026	Giornaliero
VGT · VANGUARD WORLD FUND	0,11%	1.138.786 SH	19 Agosto 2026	Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust …	0,08%	4.510 SH	02 Ottobre 2026	Giornaliero
FTEC · FIDELITY COVINGTON TRUST	0,08%	150.186 NS	31 Luglio 2026	N-PORT
WSML · iShares Trust	0,08%	4.709 SH	11 Settembre 2026	Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust …	0,08%	10.026 SH	02 Ottobre 2026	Giornaliero
IWR · iShares Trust	0,06%	317.645 SH	11 Settembre 2026	Giornaliero
IYW · iShares Trust	0,04%	96.045 SH	11 Settembre 2026	Giornaliero
VONG · VANGUARD SCOTTSDALE FUNDS	0,04%	122.750 SH	19 Agosto 2026	Giornaliero
IGM · iShares Trust	0,04%	36.639 SH	11 Settembre 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,03%	152.143 NS	31 Luglio 2026	N-PORT
IWF · iShares Trust	0,03%	291.656 SH	11 Settembre 2026	Giornaliero
VTI · VANGUARD INDEX FUNDS	0,02%	2.476.542 SH	19 Agosto 2026	Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS	0,02%	12.780 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,02%	6.551 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,02%	17.551 SH	19 Agosto 2026	Giornaliero
TILT · FlexShares Trust	0,02%	3.634 NS	31 Luglio 2026	N-PORT
DCOR · Dimensional ETF Trust	0,02%	5.150 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,01%	14.777 NS	31 Luglio 2026	N-PORT
IWB · iShares Trust	0,01%	53.543 SH	11 Settembre 2026	Giornaliero
ITOT · iShares Trust	0,01%	100.863 SH	11 Settembre 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,01%	23.170 NS	31 Luglio 2026	N-PORT
IWV · iShares Trust	0,01%	20.967 SH	11 Settembre 2026	Giornaliero
DFUV · Dimensional ETF Trust	0,01%	15.556 NS	31 Luglio 2026	N-PORT
DFSU · Dimensional ETF Trust	0,01%	2.198 NS	31 Luglio 2026	N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,01%	64.562 SH	19 Agosto 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,00%	192 NS	31 Luglio 2026	N-PORT
IJR · iShares Trust	·	4.754.572 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	737.500 SH	09 Settembre 2026	Giornaliero
XJR · iShares Trust	·	10.768 SH	31 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	3.503 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	28.223 SH	11 Settembre 2026	Giornaliero

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

21

rating · 16 analisti COMPRA

Target mediano $165.00 +10,6%

3 18,8% Acquisto forte

7 43,8% Compra

6 37,5% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

9 analisti · 2026-10-02

Target medio $145.44 -2,5%

Ora Prezzo attuale $149.15

Basso$64.00 Media$145.44 Alto$200.00

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
FORM	$4.51B	84.1	2.8%	6.9%	5.4%	39.3%
Q	·	24.7	9.7%	15.3%	8.2%	·
ENTG	$12.80B	54.4	-1.4%	7.4%	6.1%	44.4%
MKSI	$10.74B	36.6	9.6%	7.5%	11.2%	46.7%
ONTO	$8.24B	59.7	1.8%	13.6%	6.7%	49.7%
AMKR	$9.76B	26.3	6.2%	5.6%	8.7%	14.0%
ACMR	·	28.8	15.2%	10.4%	7.9%	44.4%
AXTI	$905M	-33.4	-11.1%	-24.1%	-9.1%	12.7%
ACLS	$2.47B	21.1	-17.6%	14.3%	11.7%	44.9%
ENPH	$4.20B	24.8	10.7%	11.7%	17.9%	46.6%
VECO	$1.73B	48.4	-7.4%	5.3%	4.1%	40.0%

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.

FORM FormFactor, Inc. - Common Stock

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

FORM 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) 541 filer · $11.6B totale · Aggiornato al 30 Settembre 2026

Insider aziendali 38 insider · 10 dirigenti · 17 direttori

Proprietà ETF Posseduti da 61 ETF

FORM 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