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

03

Prezzo $113.95

Capitalizzazione di Mercato (MRQ) $3.65B

P/E (TTM) 21.8

EPS (TTM) $5.23

Ricavi (TTM) $1.50B

Rendimento div. 2.8%

ROE (TTM) 19.6%

D/E Debito/Patrimonio (MRQ) 0.2

Intervallo 52 sett. $77–$129

IPAR 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 5

Data ex-dividendo	Split	Tipo
02 Giugno 2008	3-for-2	Avanti
17 Settembre 2001	3-for-2	Avanti
16 Giugno 2000	3-for-2	Avanti
10 Dicembre 1992	3-for-2	Avanti
03 Agosto 1990	1-for-2	Inverso

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

06

Ricavi$1.49B

2018-12-31 → 2025-12-31

EPS$5.24

2018-12-31 → 2025-12-31

Flusso di cassa libero$190M

2018-12-31 → 2025-12-31

Margine netto11.2%

2018-12-31 → 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	IPAR	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	21.8media 5 anni ≈24.4	≈24.4	22.2	Sottovalutato
P/S (TTM)	2.4media 5 anni ≈2.8	≈2.8	1.9	Sopravvalutato
P/B (MRQ)	4.2media 5 anni ≈5.1	≈5.1	3.0	Sopravvalutato
Prezzo / FCF (TTM)	14.8media 5 anni ≈30.4	≈30.4	·	·
Prezzo / Flusso di cassa (TTM)	14.3media 5 anni ≈26.4	≈26.4	15.0	Sottovalutato
Prezzo / Valore contabile tangibile (MRQ)	6.5media 5 anni ≈8.7	≈8.7	·	·
PEG Ratio	≈0.6	·	·	·

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	IPAR	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	63.8%media 5 anni ≈63.8%	≈63.8%	60.5%	Di prim'ordine
Margine Operativo (TTM)	17.3%media 5 anni ≈18.5%	≈18.5%	11.5%	Di prim'ordine
Margine EBITDA (TTM)	18.9%media 5 anni ≈20.3%	≈20.3%	11.5%	Di prim'ordine
Margine ante imposte (TTM)	17.8%media 5 anni ≈18.4%	≈18.4%	10.4%	Di prim'ordine
Margine di Profitto Netto (TTM)	11.2%media 5 anni ≈11.3%	≈11.3%	7.5%	Di prim'ordine
ROA (TTM)	11.0%media 5 anni ≈11.0%	≈11.0%	1.2%	Di prim'ordine
ROE (TTM)	19.6%media 5 anni ≈21.8%	≈21.8%	2.0%	Di prim'ordine
ROIC	19.4%media 5 anni ≈20.8%	≈20.8%	5.7%	Di prim'ordine

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	IPAR	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	0.2media 5 anni ≈0.2	≈0.2	0.2	In linea
Rapporto corrente (MRQ)	3.3media 5 anni ≈2.7	≈2.7	2.0	Liquidità elevata
Quick Ratio	1.3media 5 anni ≈1.1	≈1.1	0.7	Liquidità elevata
Debito a lungo termine / Patrimonio netto (MRQ)	0.1media 5 anni ≈0.2	≈0.2	0.5	Basso indebitamento

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

Metrica	IPAR	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	2.5%media 5 anni ≈14.4%	≈14.4%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	11.1%media 5 anni ≈21.3%	≈21.3%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	22.5%	·	·	·
EPS YoY	2.3%media 5 anni ≈18.3%	≈18.3%	·	·
Net Income YoY (Utile Netto YoY)	2.5%media 5 anni ≈18.7%	≈18.7%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	11.5%media 5 anni ≈30.8%	≈30.8%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	34.1%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	11.7%media 5 anni ≈31.2%	≈31.2%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	34.5%	·	·	·

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

Metrica	IPAR	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$5.24media 5 anni ≈$4.72	≈$4.72	·	·
Revenue / Share (Ricavi / Azione)	$46.32media 5 anni ≈$41.62	≈$41.62	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$6.69media 5 anni ≈$4.85	≈$4.85	·	·

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

Metrica	IPAR	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	1.0media 5 anni ≈1.0	≈1.0	0.8	Di prim'ordine
Inventory Turnover (Rotazione delle scorte)	1.5media 5 anni ≈1.5	≈1.5	2.7	Debole
Receivables Turnover (Rotazione dei crediti)	5.0media 5 anni ≈5.6	≈5.6	10.4	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$2.2M	·	·	·

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

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

13

Dividend Yield2.8%

Rapporto di Distribuzione Utili61.0%

Pagamento annualizzato≈$3.20Pagato trimestralmente

Striscia di crescita≈11Anni consecutivi di crescita dei dividendi

Data ex-dividendo	Importo	Valuta	Rendimento
Set 15, 2026	$0,80	USD	≈2.9%
Giu 15, 2026	$0,80	USD	≈3.2%
Mar 16, 2026	$0,80	USD	≈3.5%
Dic 15, 2025	$0,80	USD	≈3.8%
Set 15, 2025	$0,80	USD	≈2.9%
Giu 13, 2025	$0,80	USD	≈2.3%
Mar 14, 2025	$0,80	USD	≈2.4%
Dic 16, 2024	$0,75	USD	≈2.2%
Set 13, 2024	$0,75	USD	≈2.4%
Giu 14, 2024	$0,75	USD	≈2.5%
Mar 14, 2024	$0,75	USD	≈2.0%
Dic 14, 2023	$0,63	USD	≈1.8%
Set 14, 2023	$0,63	USD	≈1.8%
Giu 14, 2023	$0,63	USD	≈1.7%
Mar 14, 2023	$0,63	USD	≈1.6%
Dic 14, 2022	$0,50	USD	≈2.1%
Set 14, 2022	$0,50	USD	≈2.2%
Giu 14, 2022	$0,50	USD	≈2.2%
Mar 14, 2022	$0,50	USD	≈1.6%
Dic 14, 2021	$0,25	USD	≈1.1%

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

14

Sorpresa media 4.4%

Prossimo report Ott 19, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Ago 11, 2026	$0.95	$0.98	-3.3%
31 Marzo 2026		$1.35	$1.23	10.0%
31 Dicembre 2025		$0.88	$0.77	14.5%
30 Settembre 2025		$2.05	$2.00	2.7%
30 Giugno 2025		$0.99	$1.13	-12.3%
31 Marzo 2025		$1.32	$1.15	15.0%

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

15

Conto Economico 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$1.49B	$1.45B	$1.32B	$1.09B	$880M	$539M	$714M	$676M	$591M	$521M	$469M	$499M
Cost of Revenue	$541M	$525M	$479M	$392M	$323M	$208M	$268M	$248M	$215M	$195M	$179M	$212M
Gross Profit	$947M	$927M	$839M	$694M	$557M	$331M	$446M	$428M	$376M	$326M	$289M	$287M
SG&A Expense	$677M	$649M	$588M	$492M	$406M	$261M	$341M	$333M	$296M	$259M	$228M	$234M
Operating Expenses	·	·	·	·	·	·	·	·	·	·	·	$234M
Operating Income	$270M	$275M	$251M	$194M	$148M	$70M	$105M	$95M	$79M	$67M	$61M	$53M
Interest Expense	·	·	$11M	$4M	$3M	$2M	$2M	$3M	$2M	$2M	$3M	$1M
Interest Income	·	·	·	·	·	·	·	·	$3M	$3M	$3M	·
Other Non-op	$9M	$287.0K	$317.0K	$-50.0K	$3M	$-734.0K	$419.0K	$1M	$-558.0K	$396.0K	$-707.0K	$3M
Pretax Income	$271M	$268M	$250M	$194M	$151M	$69M	$105M	$96M	$78M	$67M	$60M	$57M
Income Tax	$63M	$65M	$62M	$43M	$41M	$19M	$29M	$26M	$23M	$24M	$22M	$19M
Net Income	$168M	$164M	$153M	$121M	$87M	$38M	$60M	$54M	$42M	$33M	$30M	$29M
EPS (Basic)	$5.25	$5.13	$4.77	$3.80	$2.76	$1.21	$1.92	$1.72	$1.33	$1.07	$0.98	$0.95
EPS (Diluted)	$5.24	$5.12	$4.75	$3.78	$2.75	$1.21	$1.90	$1.71	$1.33	$1.07	$0.98	$0.95
Shares (Basic)	32,102,264	32,036,728	31,994,328	31,859,417	31,676,796	31,536,659	31,451,093	31,307,991,000	31,172,285	31,072,328	30,996,137	30,931,308
Shares (Diluted)	32,138,197	32,124,285	32,139,702	31,988,753	31,835,408	31,654,544	31,688,700	31,522,371,000	31,305,101	31,175,598	31,100,215	31,060,326
EBITDA	$296M	$303M	$269M	$217M	$152M	$74M	·	$99M	$82M	$70M	$65M	$57M

Stato Patrimoniale 29

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	·	·	·	$105M	$159.61B	$170M	$133M	$193M	$208M	$162M	$177M	$90M
Short-term Investments	$137M	$109M	$94M	$151M	$160M	$127M	$120M	$68M	$70M	$94M	$83M	$190M
Receivables	$321M	$275M	$247M	$198M	$159M	$124M	$133M	$133M	$121M	$105M	$95M	$90M
Inventory	$351M	$372M	$372M	$290M	$199M	$159M	$168M	$162M	$137M	$97M	$98M	$102M
Other Current Assets	$40M	$39M	$29M	$16M	$21M	$17M	$17M	$13M	$7M	$6M	$6M	$5M
Current Assets	$1.03B	$926M	$839M	$788M	$710M	$601M	$573M	$572M	$549M	$472M	$469M	$487M
PP&E (Net)	$185M	$154M	$169M	$167M	$149M	$20M	$11M	$10M	$10M	$10M	$9M	$9M
PP&E (Gross)	$264M	$216M	$222M	$210M	$190M	$53M	$40M	$38M	$39M	$33M	$29M	$28M
Accum. Depreciation	$79M	$62M	$53M	$43M	$41M	$33M	$28M	$28M	$28M	$23M	$20M	$18M
Intangibles	$325M	$282M	$296M	$291M	$214M	$214M	$202M	$204M	$200M	$184M	$201M	$99M
Other Non-current Assets	$20M	$19M	$22M	$24M	$31M	$23M	$6M	$6M	$8M	$8M	$8M	$10M
Total Assets	$1.59B	$1.41B	$1.37B	$1.31B	$1.15B	$890M	$829M	$798M	$778M	$682M	$688M	$605M
Accounts Payable	$77M	$91M	$97M	$88M	$82M	$36M	$54M	$58M	$53M	$50M	$51M	$47M
Accrued Liabilities	$190M	$173M	$179M	$214M	$137M	$96M	$96M	$95M	$82M	$63M	$47M	$49M
Short-term Debt	$9M	$8M	$4M	·	·	·	·	·	·	·	·	·
Current Liabilities	$344M	$332M	$325M	$345M	$245M	$156M	$184M	$189M	$167M	$142M	$131M	$104M
Capital Leases	$16M	$20M	$25M	$24M	$29M	$21M	$25M	·	·	·	·	·
Deferred Tax	$0	·	·	·	·	·	·	$4M	$4M	$3M	$4M	$2M
Total Liabilities	$481M	·	·	·	·	·	·	·	·	·	·	·
Long-term Debt	$176M	$157M	$157M	$180M	$149M	$25M	$23M	$46M	$61M	$75M	$99M	·
Total Debt	$185M	$166M	$157M	$180M	$149M	$25M	·	$46M	$61M	$75M	$99M	·
Common Stock	$32.0K	$32.0K	$32.0K	$32.0K	$32.0K	$32.0K	$31.0K	$31.0K	$31.0K	$31.0K	$31.0K	$31.0K
Paid-in Capital	$128M	$107M	$99M	$90M	$87M	$76M	$71M	$70M	$66M	$63M	$62M	$60M
Retained Earnings	$829M	$763M	$694M	$620M	$561M	$504M	$475M	$449M	$423M	$403M	$388M	$374M
Treasury Stock	$67M	$53M	$53M	$37M	$37M	$37M	$37M	$37M	$37M	$37M	$37M	$36M
AOCI	$-9M	$-72M	$-40M	$-56M	$-38M	$-6M	$-40M	$-34M	$-18M	$-58M	$-48M	$-16M
Stockholders' Equity	$881M	$745M	$699M	$617M	$572M	$536M	$468M	$448M	$433M	$370M	$366M	$382M
Liabilities + Equity	$1.59B	$1.41B	$1.37B	$1.31B	$1.15B	$890M	$829M	$798M	$778M	$682M	$688M	$605M
Shares Outstanding	32,067,285	32,110,170	32,004,660	31,967,300	31,830,420	31,608,588	31,513,018	31,382,127	31,241,548	31,138,318	31,037,915	30,977,293

Flusso di cassa 18

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$25M	$28M	$17M	$23M	$13M	$9M	$4M	$4M	$4M	$4M	$3M	$3M
Stock-based Comp	$2M	$2M	$3M	$3M	$3M	$3M	$3M	$2M	$2M	$1M	$787.0K	$856.0K
Deferred Tax	$2M	$-2M	$-2M	$-4M	$-465.0K	$581.0K	$-2M	$-158.0K	$-591.0K	$-1M	$829.0K	$-557.0K
Amort. of Intangibles	$14M	$14M	$8M	$7M	$6M	$5M	$5M	$7M	$6M	$6M	$6M	$7M
Other Non-cash	$18M	$-4M	$-64M	$-28M	$25M	$19M	·	$3M	$-11M	$18M	$15M	$3M
Operating Cash Flow	$215M	$188M	$106M	$73M	$120M	$65M	$76M	$63M	$36M	$55M	$50M	$37M
CapEx	$24M	$5M	$6M	$34M	$141M	$11M	$5M	$4M	$3M	$5M	$4M	$3M
Investing Cash Flow	$-61M	$-45M	$7M	$-91M	$-188M	$-22M	$-65M	$-14M	$37M	$-20M	$-35M	·
Debt Issued	$56M	$43M	$0	$52M	$157M	$13M	·	·	·	·	$111M	$0
Net Debt Issued	$6M	$9M	$-29M	$33M	$114M	$-287.0K	·	$-23M	$-22M	$-22M	$99M	·
Stock Repurchased	·	·	·	·	·	·	·	·	·	$77.0K	$32.0K	$90.0K
Net Stock Activity	·	·	·	·	·	·	·	·	·	$-77.0K	$-32.0K	$-90.0K
Dividends Paid	$103M	$96M	$80M	$64M	$32M	$21M	$35M	$26M	$21M	$18M	$16M	$15M
Financing Cash Flow	$-131M	$-101M	$-133M	$-46M	$78M	$-19M	$-68M	$-56M	$-48M	$-45M	$82M	·
Net Change in Cash	$33M	$37M	$-16M	$-64M	$-1M	$36M	$-60M	$-15M	$47M	$-15M	$87M	$-36M
Taxes Paid	$78M	$63M	$61M	$38M	·	·	·	·	·	·	·	·
Free Cash Flow	$190M	$183M	$99M	$81M	$-22M	$54M	·	$59M	$33M	$50M	$46M	$33M
Levered FCF	·	·	$91M	$79M	$-24M	$53M	·	$57M	$31M	$48M	$44M	$32M

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	63.6%	63.8%	63.7%	63.9%	63.3%	61.4%	·	63.3%	63.6%	62.6%	61.8%	57.5%
Operating Margin	18.2%	18.9%	19.1%	17.9%	16.8%	13.0%	·	14.0%	13.3%	12.8%	13.1%	10.7%
Net Margin	11.3%	11.3%	11.6%	11.1%	9.9%	7.1%	·	8.0%	7.0%	6.4%	6.5%	5.9%
Pretax Margin	18.2%	18.5%	18.9%	17.9%	17.2%	12.9%	·	14.2%	13.2%	12.9%	12.9%	11.4%
EBITDA Margin	19.9%	20.9%	20.4%	20.0%	17.3%	13.7%	·	14.6%	13.9%	13.5%	13.8%	11.4%
ROA	11.2%	11.8%	11.2%	9.9%	7.6%	4.5%	·	6.8%	5.7%	4.9%	4.7%	4.7%
ROE	20.7%	22.8%	23.2%	20.3%	15.8%	7.6%	·	12.2%	10.3%	9.1%	8.1%	7.5%
ROIC	19.4%	22.9%	22.1%	19.0%	15.0%	9.0%	·	14.0%	11.3%	9.7%	8.5%	9.2%

Liquidità e Solvibilità 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	3.0	2.8	2.6	2.3	2.9	3.8	·	3.0	3.3	3.4	3.6	4.7
Quick Ratio	1.3	1.2	1.1	1.0	2.0	2.7	·	2.1	2.4	2.5	2.7	3.6
Debt / Equity	0.2	0.2	0.2	0.3	0.3	0.0	·	0.1	0.1	0.2	0.3	·
LT Debt / Equity	0.1	0.2	0.2	0.2	0.2	0.0	·	0.1	0.1	0.1	0.2	·
Interest Coverage	·	·	22.3	54.0	52.4	35.6	·	36.7	39.5	28.5	21.7	36.1

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	1.0	1.0	1.0	0.9	0.8	0.6	·	0.9	0.8	0.8	0.7	0.8
Inventory Turnover	1.5	1.4	1.4	1.6	1.8	1.3	·	1.7	1.8	2.0	1.8	1.9
Receivables Turnover	5.0	5.6	5.9	6.1	6.2	4.2	·	5.3	5.2	5.2	5.1	5.9

Per Azione 6

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$27.46	$23.20	$21.85	$19.29	$17.97	$16.95	·	$14.26	$13.87	$11.89	$11.78	$12.33
Revenue / Share	$46.32	$45.21	$41.00	$33.97	$27.63	$0.02	·	$21.43	$18.89	$16.71	$15.07	$16.08
Cash Flow / Share	$6.69	$5.84	$3.29	$3.60	$3.76	$0.00	·	$2.00	$1.15	$1.75	$1.61	$1.18
Cash / Share	·	·	·	·	$5.29	$5.37	·	$6.15	$6.67	$5.20	$5.70	$2.91
Dividend / Share	$3.20	$3.00	$2.50	$2.00	$1.00	$0.33	$1.16	$0.91	$0.72	$0.62	$0.52	$0.48
EPS (TTM)	$5.24	$5.12	$4.75	$3.78	$2.75	$1.21	$1.90	$1.71	$1.33	$1.07	$0.98	$0.95

Tassi di Crescita 10

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	2.5%	10.2%	21.3%	23.5%	63.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	11.1%	18.2%	34.7%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	22.5%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	2.3%	7.8%	25.7%	37.5%	127.3%	·	·	·	·	·	·	·
EPS CAGR 3Y	11.5%	23.0%	57.8%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	34.1%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	2.5%	7.7%	26.2%	38.4%	128.7%	·	·	·	·	·	·	·
Net Income CAGR 3Y	11.7%	23.4%	58.7%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	34.5%	·	·	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	37.6%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$1.49B	$1.45B	$1.32B	$1.09B	$880M	$539M	$714M	$676M	$591M	$521M	$469M	$499M
Net Income TTM	$168M	$164M	$153M	$121M	$87M	$38M	$60M	$54M	$42M	$33M	$30M	$29M
Market Cap	$2.72B	$4.22B	$4.61B	$3.09B	$3.40B	$1.91B	·	$2.06B	$1.36B	$1.02B	$739M	$850M
Enterprise Value	·	·	·	·	$3.22B	$1.64B	·	$1.84B	$1.14B	$838M	$578M	·
P/E	16.2	25.7	30.3	25.5	38.9	50.0	38.3	38.3	32.7	30.6	24.3	28.9
P/S	1.8	2.9	3.5	2.8	3.9	3.5	·	3.0	2.3	2.0	1.6	1.7
P/B	3.1	5.7	6.6	5.0	5.9	3.6	·	4.6	3.1	2.8	2.0	2.2
P / Tangible Book	4.9	9.1	11.4	9.5	9.5	5.9	·	·	·	·	·	·
P / Cash Flow	12.7	22.5	43.6	26.8	28.5	29.4	·	32.6	37.8	18.7	14.8	23.2
P / FCF	14.3	23.1	46.4	37.9	-156.9	35.4	·	34.8	41.3	20.5	16.1	25.5
EV / EBITDA	·	·	·	·	21.1	22.2	·	18.6	13.8	11.9	9.0	·
EV / FCF	·	·	·	·	-148.6	30.4	·	31.2	34.7	16.8	12.6	·
EV / Revenue	·	·	·	·	3.7	3.0	·	2.7	1.9	1.6	1.2	·
Dividend Yield	3.8%	2.3%	1.7%	2.1%	0.93%	1.1%	·	1.3%	1.6%	1.8%	2.1%	1.8%
Earnings Yield	6.2%	3.9%	3.3%	3.9%	2.6%	2.0%	2.6%	2.6%	3.1%	3.3%	4.1%	3.5%
Payout Ratio	61.0%	58.4%	52.4%	52.7%	36.2%	54.4%	·	48.9%	50.9%	54.0%	51.9%	50.4%
Annual Payout	$103M	$96M	$80M	$64M	$32M	$21M	$35M	$26M	$21M	$18M	$16M	$15M

Conto Economico 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	Q1 2023	Q4 2022	Q3 2022
Revenue	$341M	$345M	$386M	$430M	$334M	$339M	$362M	$425M	$342M	$324M	$329M	$368M	$309M	$312M	$311M	$280M
Cost of Revenue	$118M	$120M	$149M	$157M	$113M	$123M	$128M	$153M	$121M	$122M	$116M	$133M	$121M	$109M	$111M	$99M
Gross Profit	$224M	$225M	$237M	$273M	$221M	$216M	$233M	$271M	$221M	$202M	$213M	$235M	$188M	$203M	$200M	$182M
SG&A Expense	$175M	$151M	$210M	$164M	$162M	$141M	$193M	$165M	$156M	$134M	$194M	$148M	$133M	$113M	$169M	$117M
Operating Income	$49M	$74M	$28M	$109M	$59M	$75M	$36M	$106M	$65M	$68M	$19M	$87M	$55M	$90M	$23M	$64M
Interest Expense	·	·	·	·	·	·	·	·	·	$2M	·	$2M	$2M	$2M	·	$682.0K
Other Non-op	$139.0K	$290.0K	$8M	$978.0K	$245.0K	$79.0K	$252.0K	$-1.0K	$74.0K	$-38.0K	$-2M	$-589.0K	$454.0K	$2M	$-148.0K	$-346.0K
Pretax Income	$48M	$75M	$36M	$108M	$54M	$73M	$37M	$100M	$61M	$70M	$15M	$87M	$55M	$93M	$21M	$67M
Income Tax	$11M	$19M	$8M	$24M	$13M	$18M	$10M	$24M	$15M	$17M	$7M	$20M	$13M	$22M	$4M	$13M
Net Income	$30M	$43M	$28M	$66M	$32M	$42M	$24M	$62M	$37M	$41M	$10M	$53M	$35M	$54M	$17M	$41M
EPS (Basic)	$0.95	$1.35	$0.88	$2.05	$1.00	$1.32	$0.76	$1.94	$1.15	$1.28	$0.33	$1.66	$1.09	$1.69	$0.52	$1.30
EPS (Diluted)	$0.95	$1.35	$0.88	$2.05	$0.99	$1.32	$0.78	$1.93	$1.14	$1.27	$0.32	$1.66	$1.09	$1.68	$0.52	$1.30
Shares (Basic)	32,026,000	32,028,000	·	32,113,000	32,110,000	32,121,000	·	32,026,000	32,024,000	32,041,000	·	31,976	32,006	32,018	·	31,860
Shares (Diluted)	32,026,000	32,028,000	·	32,149,000	32,149,000	32,174,000	·	32,266,000	32,266,000	32,266,000	·	32,124	32,162	32,159	·	31,968
EBITDA	$49M	$80M	·	$109M	$59M	$81M	·	$106M	$65M	$74M	·	$87M	$55M	$90M	·	$64M

Stato Patrimoniale 29

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	·	·	·	·	·	·	·	·	·	·	·	$80M	$74M	·	·	$41M
Short-term Investments	$42M	$157M	$137M	$77M	$54M	$75M	$109M	$79M	$38M	$76M	·	$104M	$112M	$89M	·	$135M
Receivables	$302M	$333M	$321M	$364M	$296M	$302M	$275M	$354M	$299M	$293M	·	$288M	$237M	$242M	·	$220M
Inventory	$376M	$370M	$351M	$388M	$425M	$396M	$372M	$413M	$434M	$400M	·	$364M	$360M	$324M	·	$283M
Other Current Assets	$49M	$45M	$40M	$41M	$50M	$35M	$39M	$27M	$24M	$34M	·	$27M	$25M	$20M	·	$19M
Current Assets	$951M	$998M	$1.03B	$991M	$987M	$911M	$926M	$956M	$857M	$833M	·	$877M	$823M	$852M	·	$708M
PP&E (Net)	$176M	$179M	$185M	$186M	$185M	$159M	$154M	$166M	$161M	$164M	·	$163M	$168M	$169M	·	$153M
PP&E (Gross)	·	·	$264M	·	·	·	$216M	·	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$79M	·	·	·	$62M	·	·	·	·	·	·	·	·	·
Intangibles	$312M	$317M	$325M	$328M	$333M	$312M	$282M	$291M	$282M	$288M	·	$287M	$292M	$294M	·	$189M
Other Non-current Assets	$21M	$21M	$20M	$20M	$20M	$19M	$19M	$22M	$20M	$22M	·	$22M	$25M	$26M	·	$23M
Total Assets	$1.49B	$1.54B	$1.59B	$1.56B	$1.56B	$1.44B	$1.41B	$1.48B	$1.36B	$1.35B	$1.37B	$1.39B	$1.35B	$1.38B	$1.31B	$1.11B
Accounts Payable	$83M	$85M	$77M	$67M	$93M	$99M	$91M	$97M	$109M	$106M	·	$87M	$91M	$93M	·	$81M
Accrued Liabilities	$146M	$151M	$190M	$153M	$127M	$129M	$173M	$166M	$145M	$136M	·	$200M	$194M	$190M	·	$133M
Short-term Debt	·	·	$9M	·	·	·	$8M	·	·	·	·	·	·	·	·	·
Current Liabilities	$287M	$306M	$344M	$303M	$333M	$306M	$332M	$340M	$332M	$302M	·	$363M	$342M	$362M	·	$249M
Capital Leases	$13M	$15M	$16M	$17M	$19M	$19M	$20M	$21M	$22M	$23M	·	$25M	$24M	$23M	·	$25M
Deferred Tax	$2M	$3M	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Total Liabilities	$399M	·	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Long-term Debt	$143M	$157M	$176M	$197M	$210M	$151M	$157M	$179M	$137M	$145M	·	$171M	$168M	$174M	·	$121M
Total Debt	$143M	$157M	·	$197M	$210M	$151M	·	$179M	$137M	$145M	·	$171M	$168M	$174M	·	$121M
Common Stock	$32.0K	$32.0K	$32.0K	$32.0K	$32.0K	$32.0K	$32.0K	$32.0K	$32.0K	$32.0K	·	$32.0K	$32.0K	$32.0K	·	$32.0K
Paid-in Capital	$128M	$128M	$128M	$109M	$109M	$108M	$107M	$101M	$101M	$100M	·	$96M	$96M	$95M	·	$86M
Retained Earnings	$839M	$847M	$829M	$827M	$787M	$780M	$763M	$763M	$724M	$711M	·	$703M	$670M	$654M	·	$619M
Treasury Stock	$71M	$71M	$67M	$60M	$55M	$53M	$53M	$53M	$53M	$53M	·	$49M	$49M	$43M	·	$37M
AOCI	$-25M	$-22M	$-9M	$-5M	$-2M	$-47M	$-72M	$-33M	$-55M	$-50M	$-40M	$-60M	$-49M	$-48M	$-56M	$-92M
Stockholders' Equity	$870M	$882M	$881M	$871M	$839M	$789M	$745M	$778M	$717M	$708M	·	$690M	$668M	$658M	·	$575M
Liabilities + Equity	$1.49B	$1.54B	$1.59B	$1.56B	$1.56B	$1.44B	$1.41B	$1.48B	$1.36B	$1.35B	·	$1.39B	$1.35B	$1.38B	·	$1.11B
Shares Outstanding	32,025,781	32,025,781	32,067,285	32,064,728	32,117,600	32,124,000	32,110,170	32,029,580	32,024,280	32,023,640	·	31,980,805	31,975,670	32,012,950	·	31,875,625

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	Q1 2023	Q4 2022	Q3 2022
D&A	$6M	$6M	$6M	$7M	$6M	$6M	$10M	$6M	$6M	$6M	$5M	$4M	$4M	$4M	$12M	·
Stock-based Comp	$425.0K	$425.0K	$255.0K	$370.0K	$391.0K	$559.0K	$610.0K	$600.0K	$580.0K	$589.0K	$642.0K	$620.0K	$630.0K	$633.0K	$790.0K	$476.0K
Deferred Tax	$-5M	$1M	$-2M	$-2M	$4M	$2M	$3M	$-2M	$-1M	$-1M	$3M	$-2M	$-2M	$-1M	$54.0K	$-1M
Other Non-cash	·	$-51M	·	·	·	$-58M	·	·	·	$-98M	·	·	·	·	·	·
Operating Cash Flow	$46M	$85.0K	$147M	$64M	$12M	$-7M	$138M	$76M	$26M	$-52M	$81M	$18M	$14M	$-7M	$81M	$20M
CapEx	$1M	$1M	$2M	$6M	$15M	$1M	$2M	$767.0K	$1M	$1M	$2M	$1M	$787.0K	$2M	$1M	$2M
Investing Cash Flow	$115M	$-27M	$-59M	$-26M	$11M	$14M	$-56M	$-39M	$37M	$14M	$-33M	$3M	$-24M	$62M	$-57M	$-6M
Debt Issued	·	·	$560.0K	$1M	·	·	$-188.0K	$43M	·	·	$-14M	·	·	$18M	·	·
Net Debt Issued	·	$-15M	·	·	·	$-12M	·	·	·	$-9M	·	·	·	$9M	·	·
Dividends Paid	$26M	$26M	$26M	$26M	$26M	$26M	$24M	$24M	$24M	$24M	$20M	$20M	$20M	$20M	$16M	$16M
Financing Cash Flow	$-70M	$-50M	$-40M	$-78M	$26M	$-38M	$-29M	$78.0K	$-44M	$-28M	$-43M	$-13M	$-65M	$-13M	$35M	$-22M
Net Change in Cash	$90M	$-78M	$48M	$-41M	$55M	$-29M	$47M	$39M	$18M	$-67M	$9M	$5M	$-75M	$44M	$63M	$-11M
Taxes Paid	$13M	$12M	$22M	$19M	$28M	$9M	$15M	$16M	$22M	$10M	$16M	·	·	·	$11M	·
Free Cash Flow	·	$-1M	·	·	·	$-9M	·	·	·	$-53M	·	·	·	$-10M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$-54M	·	·	·	$-12M	·	·

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	65.5%	65.1%	·	63.5%	66.2%	63.7%	·	63.9%	64.5%	62.5%	·	63.9%	60.9%	65.1%	·	64.9%
Operating Margin	14.3%	21.5%	·	25.3%	17.7%	22.2%	·	25.0%	18.9%	21.0%	·	23.7%	17.8%	29.0%	·	23.0%
Net Margin	8.9%	12.6%	·	15.3%	9.6%	12.5%	·	14.7%	10.8%	12.7%	·	14.5%	11.3%	17.3%	·	14.8%
Pretax Margin	14.1%	21.8%	·	25.0%	16.2%	21.7%	·	23.6%	17.9%	21.6%	·	23.5%	17.9%	29.7%	·	23.7%
EBITDA Margin	14.3%	23.2%	·	25.3%	17.7%	23.9%	·	25.0%	18.9%	22.8%	·	23.7%	17.8%	29.0%	·	23.0%
ROA	2.0%	2.9%	·	4.3%	2.2%	3.0%	·	4.3%	2.7%	3.0%	·	4.2%	2.9%	4.2%	·	3.7%
ROE	3.6%	5.2%	·	8.0%	4.1%	5.7%	·	8.5%	5.3%	6.0%	·	8.4%	5.7%	8.7%	·	7.1%
ROIC	3.7%	5.4%	·	7.9%	4.3%	6.0%	·	8.5%	5.8%	6.1%	·	7.7%	5.1%	8.3%	·	7.4%

Liquidità e Solvibilità 5

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	3.3	3.3	·	3.3	3.0	3.0	·	2.8	2.6	2.8	·	2.4	2.4	2.4	·	2.8
Quick Ratio	1.2	1.6	·	1.5	1.1	1.2	·	1.3	1.0	1.2	·	1.3	1.2	0.9	·	1.6
Debt / Equity	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.3	0.3	·	0.2
LT Debt / Equity	0.1	0.1	·	0.2	0.2	0.1	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2
Interest Coverage	·	·	·	·	·	·	·	·	·	37.6	·	36.4	24.2	38.3	·	94.5

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	Q1 2023	Q4 2022	Q3 2022
Asset Turnover	0.2	0.2	·	0.3	0.2	0.2	·	0.3	0.3	0.2	·	0.3	0.3	0.2	·	0.3
Inventory Turnover	0.3	0.3	·	0.4	0.3	0.3	·	0.4	0.3	0.3	·	0.4	0.4	0.4	·	0.4
Receivables Turnover	1.1	1.1	·	1.2	1.1	1.1	·	1.3	1.3	1.2	·	1.4	1.4	1.4	·	1.4

Per Azione 6

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$27.18	$27.53	·	$27.16	$26.13	$24.55	·	$24.30	$22.39	$22.11	·	$21.59	$20.90	$20.57	·	$18.03
Revenue / Share	$10.65	$10.77	·	$13.36	$10.39	$10.53	·	$13160.26	$10606.49	$10040.38	·	$11454.64	$9615.20	$9693.18	·	$8773.21
Cash Flow / Share	·	$0.00	·	·	·	$-0.23	·	·	·	$-1610.36	·	·	·	$-228.80	·	·
Cash / Share	·	·	·	·	·	·	·	·	·	·	·	$2.49	$2.32	·	·	$1.29
Dividend / Share	$0.80	$0.80	$0.80	$0.80	$0.80	$0.80	$0.75	$0.75	$0.75	$0.75	$0.62	$0.62	$0.62	$0.62	$0.50	$0.50
EPS (TTM)	$5.23	$5.27	·	$5.14	$5.02	$5.17	·	$4.66	$4.39	$4.34	·	$4.95	$4.59	$4.36	·	$3.23

Valutazione (TTM) 14

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$1.50B	$1.49B	·	$1.46B	$1.46B	$1.47B	·	$1.42B	$1.36B	$1.33B	·	$1.30B	$1.21B	$1.15B	·	$987M
Net Income TTM	$168M	$169M	·	$165M	$161M	$166M	·	$151M	$142M	$140M	·	$159M	$147M	$140M	·	$103M
Market Cap	$3.58B	$2.91B	·	$3.15B	$4.22B	$3.66B	·	$4.15B	$3.72B	$4.50B	·	$4.30B	$4.32B	$4.55B	·	$2.41B
Enterprise Value	·	·	·	·	·	·	·	·	·	·	·	$4.28B	$4.30B	·	·	$2.35B
P/E	21.4	17.2	·	19.1	26.2	22.0	·	27.8	26.4	32.4	·	27.1	29.5	32.6	·	23.4
P/S	2.4	1.9	·	2.2	2.9	2.5	·	2.9	2.7	3.4	·	3.3	3.6	4.0	·	2.4
P/B	4.1	3.3	·	3.6	5.0	4.6	·	5.3	5.2	6.4	·	6.2	6.5	6.9	·	4.2
P / Tangible Book	6.4	5.2	·	5.8	8.3	7.7	·	8.5	8.5	10.7	·	10.6	11.5	12.5	·	6.2
P / Cash Flow	·	34226.1	·	·	·	-497.1	·	·	·	-86.6	·	·	·	-618.9	·	·
EV / Revenue	·	·	·	·	·	·	·	·	·	·	·	3.3	3.6	·	·	2.4
Dividend Yield	2.9%	3.5%	·	3.2%	2.4%	2.7%	·	2.2%	2.4%	1.9%	·	1.8%	1.7%	1.5%	·	2.3%
Earnings Yield	4.7%	5.8%	·	5.2%	3.8%	4.5%	·	3.6%	3.8%	3.1%	·	3.7%	3.4%	3.1%	·	4.3%
Payout Ratio	·	59.1%	·	·	·	60.5%	·	·	·	58.6%	·	·	·	37.0%	·	·
Annual Payout	$103M	$103M	·	$101M	$99M	$98M	·	$92M	$88M	$84M	·	$76M	$72M	$68M	·	$56M

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	2023-03-31	2022-12-31
Ricavi	$1.49B	$1.45B	$1.32B	·	$1.09B
Margine Lordo %	63.6%	63.8%	63.7%	·	63.9%
Margine Operativo %	18.2%	18.9%	19.1%	·	17.9%
Utile netto	$168M	$164M	$153M	·	$121M
EPS Diluito	$5.24	$5.12	$4.75	·	$3.78

Metrica	2025-12-31	2024-12-31	2023-12-31	2023-03-31	2022-12-31
Debito / Patrimonio Netto	0.2	0.2	0.2	·	0.3
Rapporto corrente	3.0	2.8	2.6	·	2.3
Quick Ratio	1.3	1.2	1.1	·	1.0

Metrica	2025-12-31	2024-12-31	2023-12-31	2023-03-31	2022-12-31
Flusso di cassa libero	$190M	$183M	$99M	·	$81M

Proprietari istituzionali (13F) 335 filer · $2.5B 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 335

Valore detenuto $2.5B

Nuove posizioni 42

Posizioni chiuse 32

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
42 (-26 vs trimestre precedente)	32 (-6 vs trimestre precedente)	121 (+8 vs trimestre precedente)	96 (+1 vs trimestre precedente)	+1.2M

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.	$326.252.008	2.916.610	13,03%	Azioni
VANGUARD GROUP INC	$183.553.797	2.163.784	7,33%	Azioni
MORGAN STANLEY	$149.011.107	1.332.120	5,95%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$146.052.582	1.305.673	5,83%	Azioni
FIRST TRUST ADVISORS LP	$115.887.411	1.036.004	4,63%	Azioni
WESTWOOD HOLDINGS GROUP INC	$99.119.144	886.100	3,96%	Azioni
DIMENSIONAL FUND ADVISORS LP	$96.932.778	866.595	3,87%	Azioni
ROYCE & ASSOCIATES LP	$96.657.331	864.092	3,86%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$89.183.182	797.275	3,56%	Azioni
STATE STREET CORP	$83.629.556	747.627	3,34%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$80.150.598	716.526	3,20%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$55.133.582	492.789	2,20%	Azioni
VICTORY CAPITAL MANAGEMENT INC	$53.491.229	478.198	2,14%	Azioni
Invesco Ltd.	$52.994.347	473.756	2,12%	Azioni
Bahl & Gaynor LLC	$48.407.191	432.748	1,93%	Azioni
DEPRINCE RACE & ZOLLO INC	$47.844.983	427.722	1,91%	Azioni
Mawer Investment Management Ltd.	$43.188.027	386.090	1,72%	Azioni
NORTHERN TRUST CORP	$38.614.855	345.207	1,54%	Azioni
Bank of New York Mellon Corp	$35.603.068	318.282	1,42%	Azioni
GOLDMAN SACHS GROUP INC	$35.286.083	315.449	1,41%	Azioni
BANK OF AMERICA CORP /DE/	$31.320.129	279.994	1,25%	Azioni
RAYMOND JAMES FINANCIAL INC	$29.133.378	260.445	1,16%	Azioni
COOKE & BIELER LP	$26.153.987	233.810	1,04%	Azioni
LONDON CO OF VIRGINIA	$20.158.601	180.209	0,80%	Azioni
SEI INVESTMENTS CO	$19.922.040	178.099	0,80%	Azioni
TWO SIGMA INVESTMENTS, LP	$19.245.960	172.054	0,77%	Azioni
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$16.485.927	147.380	0,66%	Azioni
AQR CAPITAL MANAGEMENT LLC	$15.850.447	141.699	0,63%	Azioni
JPMORGAN CHASE & CO	$15.555.037	140.606	0,62%	Azioni
VANGUARD FIDUCIARY TRUST CO	$14.631.400	130.801	0,58%	Azioni
HORIZON KINETICS ASSET MANAGEMENT LLC	$14.579.087	130.333	0,58%	Azioni
Aristotle Capital Boston, LLC	$13.994.858	125.110	0,56%	Azioni
PDT Partners, LLC	$13.378.568	119.601	0,53%	Azioni
Russell Investments Group, Ltd.	$12.832.969	114.723	0,51%	Azioni
Granite Investment Partners, LLC	$12.593.087	112.579	0,50%	Azioni
Tributary Capital Management, LLC	$12.393.897	110.798	0,49%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$11.941.167	106.751	0,48%	Azioni
ENVESTNET ASSET MANAGEMENT INC	$10.528.457	94.122	0,42%	Azioni
GW HENSSLER & ASSOCIATES LTD	$9.748.809	107.318	0,39%	Azioni
UBS Group AG	$8.628.880	77.140	0,34%	Azioni
Vest Financial, LLC	$8.448.338	75.526	0,34%	Azioni
JANUS HENDERSON GROUP PLC	$8.087.942	89.026	0,32%	Azioni
TEACHER RETIREMENT SYSTEM OF TEXAS	$7.854.362	70.216	0,31%	Azioni
NEW YORK STATE COMMON RETIREMENT FUND	$7.708.161	68.909	0,31%	Azioni
Public Sector Pension Investment Board	$7.014.293	62.706	0,28%	Azioni
ROYAL BANK OF CANADA	$6.987.000	62.461	0,28%	Azioni
BNP PARIBAS FINANCIAL MARKETS	$6.921.002	61.872	0,28%	Azioni
WELLS FARGO & COMPANY/MN	$6.821.835	60.985	0,27%	Azioni
CRAWFORD INVESTMENT COUNSEL INC	$6.475.128	57.886	0,26%	Azioni
Empowered Funds, LLC	$6.448.169	57.645	0,26%	Azioni

Mostra tutti i 335 proprietari istituzionali →

Attivisti e proprietari del 5%+ 3 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
Jean Madar, Jean Madar Holding SAS	22 Dicembre 2011	·	Deposito iniziale	·	SEC
Philippe Benacin, Philippe Benacin Holding SAS	21 Dicembre 2011	·	Deposito iniziale	·	SEC
LVMH Moët Hennessy Louis Vuitton S.A. ×2 depositi	09 Novembre 2005	·	Deposito iniziale	Investimento passivo	SEC

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

Insider aziendali 26 insider · 10 dirigenti · 17 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Jean Madar	CEO	19 Dicembre 2011 J	7.022.341	0	$0
Michel D. Atwood	CHIEF FINANCIAL OFFICER	31 Dicembre 2025 A	·	0	$0
Henry B. Clarke	President Inter Parfums USA	30 Dicembre 2016 M	1.625	0	$0
Philippe Benacin	President	15 Dicembre 2011 J	6.722.660	0	$0
Pelayo Frederic Garcia	Exec. VP & COO Interparfums SA	22 Novembre 2024 M	0	0	$0
Herve Bouillonnec	GlobalChief Commercial Officer	31 Dicembre 2025 A	1.500	0	$0
Philippe Santi	Exec VP Interparfums SA	11 Giugno 2025 M	0	0	$0
Axel Marot	Dir. Prod Interparfums SA	28 Gennaio 2015 A	0	0	$0
Hugues De La Chevasnerie	Dir. Burberry Fragrances	14 Novembre 2012 M	0	0	$0
Wayne Hamerling	Executive Vice President	28 Febbraio 2006 M	36.000	0	$0
Veronique Gabai-Pinsky	Direttore	27 Agosto 2026 M	0	1	$-105.174
Francois Heilbronn	Direttore	23 Gennaio 2026 M	30.063	0	$0
Gilbert Harrison	Direttore	22 Gennaio 2026 M	3.050	0	$0
Torres Robert Bensoussan	Direttore	22 Gennaio 2026 M	12.500	0	$0
Gerard Kappauf	Direttore	31 Dicembre 2025 A	·	0	$0
Chavanne Patrick Bousquet	Direttore	31 Dicembre 2025 A	·	0	$0
Michel Dyens	Direttore	14 Agosto 2023 M	7.875	0	$0
Choel Patrick	Direttore	30 Dicembre 2022 A	4.500	0	$0
Jean Levy	Direttore	27 Febbraio 2017 M	2.500	0	$0
Serge Rosinoer	Direttore	01 Febbraio 2013 A	6.000	0	$0
Joseph A Caccamo	Direttore	01 Febbraio 2008 A	0	0	$0
Jean Cailliau	Direttore	01 Febbraio 2007 A	1.000	0	$0
LV CAPITAL USA INC	Proprietario del 10%	31 Ottobre 2005 S	0	0	$0
Russell Greenberg	·	10 Gennaio 2023 M	7.500	0	$0
Daniel Piette	·	01 Febbraio 2006 A	0	0	$0
Bruce Elbilia	·	31 Dicembre 2003 A	2.000	0	$0

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

Proprietà ETF Posseduti da 56 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo	Peso	Unità	Aggiornato al	Fonte
PSCC · Invesco Exchange-Traded Fund Trust …	3,30%	9.701 SH	02 Ottobre 2026	Giornaliero
PSL · Invesco Exchange-Traded Fund Trust	1,29%	8.887 SH	02 Ottobre 2026	Giornaliero
SDVD · First Trust Exchange-Traded Fund IV	1,04%	75.660 NS	31 Luglio 2026	N-PORT
JSMD · Janus Detroit Street Trust	0,79%	67.032 NS	31 Luglio 2026	N-PORT
JSML · Janus Detroit Street Trust	0,68%	19.782 NS	31 Luglio 2026	N-PORT
FSTA · FIDELITY COVINGTON TRUST	0,28%	32.148 NS	31 Luglio 2026	N-PORT
VDC · VANGUARD WORLD FUND	0,26%	212.448 SH	19 Agosto 2026	Giornaliero
FYX · First Trust Exchange-Traded AlphaDE…	0,14%	15.597 NS	31 Luglio 2026	N-PORT
QVMS · Invesco Exchange-Traded Fund Trust …	0,14%	2.898 SH	02 Ottobre 2026	Giornaliero
IWO · iShares Trust	0,13%	174.130 SH	11 Settembre 2026	Giornaliero
FYT · First Trust Exchange-Traded AlphaDE…	0,13%	2.097 NS	31 Luglio 2026	N-PORT
VFQY · VANGUARD WELLINGTON FUND	0,13%	5.630 SH	19 Agosto 2026	Giornaliero
VIOG · VANGUARD ADMIRAL FUNDS	0,13%	12.385 SH	19 Agosto 2026	Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,12%	5.739 NS	31 Luglio 2026	N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS	0,12%	19.912 SH	19 Agosto 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,11%	63.905 SH	19 Agosto 2026	Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust	0,10%	23.060 SH	02 Ottobre 2026	Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust …	0,10%	17.025 SH	02 Ottobre 2026	Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS	0,09%	16.656 SH	19 Agosto 2026	Giornaliero
BKSE · BNY Mellon ETF Trust	0,09%	628 NS	31 Luglio 2026	N-PORT
DFAS · Dimensional ETF Trust	0,09%	109.652 NS	31 Luglio 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,09%	4.925 NS	31 Luglio 2026	N-PORT
SMDX · Tidal Trust III	0,08%	840 NS	31 Luglio 2026	N-PORT
RSSL · Global X Funds	0,07%	8.878 NS	31 Luglio 2026	N-PORT
IWM · iShares Trust	0,07%	475.366 SH	11 Settembre 2026	Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS	0,06%	106.782 SH	19 Agosto 2026	Giornaliero
ISCG · iShares Trust	0,04%	3.363 SH	11 Settembre 2026	Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe…	0,04%	832 SH	02 Ottobre 2026	Giornaliero
DFAT · Dimensional ETF Trust	0,03%	38.418 NS	31 Luglio 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,03%	118.008 SH	19 Agosto 2026	Giornaliero
FAB · First Trust Exchange-Traded AlphaDE…	0,03%	362 NS	31 Luglio 2026	N-PORT
DXUV · Dimensional ETF Trust	0,03%	1.162 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,02%	209.978 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,02%	404.289 SH	19 Agosto 2026	Giornaliero
VBR · VANGUARD INDEX FUNDS	0,02%	128.321 SH	19 Agosto 2026	Giornaliero
DFSU · Dimensional ETF Trust	0,02%	3.593 NS	31 Luglio 2026	N-PORT
DFUV · Dimensional ETF Trust	0,02%	23.895 NS	31 Luglio 2026	N-PORT
WSML · iShares Trust	0,02%	1.065 SH	09 Settembre 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,01%	52.194 NS	31 Luglio 2026	N-PORT
VYM · VANGUARD WHITEHALL FUNDS	0,01%	72.346 SH	19 Agosto 2026	Giornaliero
TILT · FlexShares Trust	0,01%	1.738 NS	31 Luglio 2026	N-PORT
DCOR · Dimensional ETF Trust	0,01%	2.435 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,01%	5.670 NS	31 Luglio 2026	N-PORT
DFUS · Dimensional ETF Trust	0,00%	5.601 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,00%	24.398 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,00%	5.188 SH	11 Settembre 2026	Giornaliero
VTI · VANGUARD INDEX FUNDS	0,00%	557.397 SH	19 Agosto 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	11.785 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	1.517 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,00%	4.086 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	1.114.298 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	98.421 SH	09 Settembre 2026	Giornaliero
IJS · iShares Trust	·	69.772 SH	08 Settembre 2026	Giornaliero
XJR · iShares Trust	·	2.521 SH	31 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	826 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	1.691 SH	11 Settembre 2026	Giornaliero

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

21

rating · 13 analisti COMPRA

Target mediano $129.50 +13,6%

3 23,1% Acquisto forte

5 38,5% Compra

4 30,8% Mantieni

1 7,7% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

6 analisti · 2026-10-02

Target medio $126.67 +11,2%

Ora Prezzo attuale $113.95

Basso$85.00 Media$126.67 Alto$151.00

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
IPAR	$2.72B	16.2	2.5%	11.3%	20.7%	63.6%
EL	·	157.9	5.1%	1.2%	4.8%	75.5%
KVUE	$32.94B	22.6	-2.1%	9.7%	13.7%	58.1%
ELF	$3.58B	137.8	24.6%	1.6%	2.3%	70.7%
BRBR	$4.39B	21.6	16.1%	9.3%	-72.0%	33.3%
COTY	$1.90B	-3.1	-1.5%	-10.4%	-18.5%	62.9%
EPC	$946M	38.4	-1.3%	1.1%	1.7%	41.6%
BRBR	$4.39B	21.6	16.1%	9.3%	-72.0%	33.3%
HNST	$291M	-18.4	-1.9%	-4.2%	-8.8%	33.3%

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

25

BOUNCE_UP Stop out Set 16

rischio 1 premio 1,50

ingresso $105.10 R:R 1,50

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

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

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

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IPAR Interparfums, Inc. - Common Stock

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

IPAR 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) 335 filer · $2.5B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 3 partecipazioni

Insider aziendali 26 insider · 10 dirigenti · 17 direttori

Proprietà ETF Posseduti da 56 ETF

IPAR 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

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

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