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

03

Prezzo $85.37

Capitalizzazione di Mercato (MRQ) $5.10B

P/E (TTM) 35.1

EPS (TTM) $2.43

Ricavi (TTM) $1.58B

ROE (TTM) 9.2%

D/E Debito/Patrimonio (MRQ) 0.4

Intervallo 52 sett. $60–$95

MMSI 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 6

Data ex-dividendo	Split	Tipo
06 Maggio 2011	5-for-4	Avanti
03 Dicembre 2003	4-for-3	Avanti
15 Agosto 2003	4-for-3	Avanti
12 Aprile 2002	5-for-4	Avanti
28 Agosto 2001	5-for-4	Avanti
16 Luglio 1991	3-for-2	Avanti

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

06

Ricavi$1.52B

2016-12-31 → 2025-12-31

EPS$2.13

2016-12-31 → 2025-12-31

Flusso di cassa libero$216M

2016-12-31 → 2025-12-31

Margine netto9.2%

2016-12-31 → 2025-12-31

Valutazione e Rapporti 07–12

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

Metrica	MMSI	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	35.1media 5 anni ≈53.0	≈53.0	28.6	Valore equo
P/S (TTM)	3.2media 5 anni ≈3.4	≈3.4	2.6	Valore equo
P/B (MRQ)	3.0media 5 anni ≈3.5	≈3.5	2.6	Valore equo
EV / EBITDA	17.5media 5 anni ≈22.5	≈22.5	16.4	Sopravvalutato
Prezzo / FCF (TTM)	25.1media 5 anni ≈38.0	≈38.0	·	·
Prezzo / Flusso di cassa (TTM)	18.0media 5 anni ≈26.8	≈26.8	17.6	Valore equo
EV / Revenue (EV / Ricavi)	3.5media 5 anni ≈3.6	≈3.6	·	·
EV / FCF	24.9media 5 anni ≈39.7	≈39.7	·	·
Price / Tangible Book (Prezzo / Valore contabile tangibile)	4.7media 5 anni ≈5.4	≈5.4	·	·

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	MMSI	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	49.5%media 5 anni ≈46.4%	≈46.4%	56.7%	Debole
Margine Operativo (TTM)	12.8%media 5 anni ≈8.8%	≈8.8%	14.5%	In linea
Margine EBITDA (TTM)	20.6%media 5 anni ≈16.4%	≈16.4%	17.6%	Di prim'ordine
Margine ante imposte (TTM)	12.3%media 5 anni ≈8.1%	≈8.1%	13.1%	In linea
Margine di Profitto Netto (TTM)	9.2%media 5 anni ≈6.7%	≈6.7%	9.5%	In linea
ROA (TTM)	5.3%media 5 anni ≈4.3%	≈4.3%	4.5%	In linea
ROE (TTM)	9.2%media 5 anni ≈6.9%	≈6.9%	9.3%	In linea
ROIC	6.0%media 5 anni ≈5.3%	≈5.3%	5.9%	In linea

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	MMSI	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	0.4media 5 anni ≈0.4	≈0.4	0.5	In linea
Rapporto corrente (MRQ)	4.2media 5 anni ≈3.6	≈3.6	2.1	Liquidità elevata
Quick Ratio	2.7media 5 anni ≈2.1	≈2.1	0.8	Liquidità elevata
Debito a lungo termine / Patrimonio netto (MRQ)	0.4media 5 anni ≈0.4	≈0.4	0.6	Basso indebitamento

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

Metrica	MMSI	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	11.8%media 5 anni ≈9.5%	≈9.5%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	9.6%media 5 anni ≈9.0%	≈9.0%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	9.5%	·	·	·
EPS YoY	4.9%media 5 anni ≈27.3%	≈27.3%	·	·
Net Income YoY (Utile Netto YoY)	6.8%media 5 anni ≈28.7%	≈28.7%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	18.2%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	19.9%	·	·	·

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

Metrica	MMSI	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$2.13media 5 anni ≈$1.58	≈$1.58	·	·
Revenue / Share (Ricavi / Azione)	$25.07media 5 anni ≈$21.33	≈$21.33	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$4.92media 5 anni ≈$2.99	≈$2.99	·	·
Cash / Share (Liquidità / Azione)	$7.51media 5 anni ≈$4.97	≈$4.97	·	·

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

Metrica	MMSI	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.6media 5 anni ≈0.6	≈0.6	0.6	In linea
Inventory Turnover (Rotazione delle scorte)	2.4media 5 anni ≈2.5	≈2.5	3.1	Debole
Receivables Turnover (Rotazione dei crediti)	7.7media 5 anni ≈7.4	≈7.4	7.2	In linea
Revenue / Employee (Ricavi / Dipendente)	≈$202.1K	·	·	·

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 12.8%

Prossimo report Ott 28, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Lug 28, 2026	$1.19	$0.98	21.7%
31 Marzo 2026		$0.94	$0.85	10.7%
31 Dicembre 2025		$1.04	$0.97	6.9%
30 Settembre 2025		$0.92	$0.85	8.4%
30 Giugno 2025		$1.01	$0.87	16.4%
31 Marzo 2025		$0.86	$0.76	12.6%

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	$1.52B	$1.36B	$1.26B	$1.15B	$1.07B	$964M	$995M	$883M	$728M	$604M	$542M	$510M
Cost of Revenue	$778M	$713M	$673M	$632M	$589M	$563M	$562M	$488M	$402M	$339M	$306M	$284M
Gross Profit	$738M	$643M	$584M	$519M	$485M	$401M	$432M	$395M	$326M	$265M	$236M	$225M
R&D Expense	·	·	·	·	·	·	·	$60M	$51M	$45M	$41M	$37M
SG&A Expense	$455M	$400M	$374M	$343M	$336M	$298M	$327M	$276M	$229M	$184M	$156M	$148M
Operating Expenses	$554M	$488M	$460M	$432M	$424M	$403M	$417M	$336M	$293M	$230M	$198M	$185M
Operating Income	$185M	$156M	$124M	$88M	$61M	$-2M	$15M	$59M	$33M	$35M	$38M	$40M
Interest Expense	·	·	$16M	$6M	$5M	$10M	$12M	$10M	$8M	$9M	$6M	$9M
Interest Income	·	·	·	·	·	·	·	$1M	$381.0K	$81.0K	$272.0K	$217.0K
Other Non-op	$-2M	$-711.0K	$1M	$966.0K	$-3M	$-2M	$-537.0K	$63.0K	$-872.0K	$-773.0K	$-386.0K	$18.0K
Pretax Income	$171M	$150M	$112M	$83M	$54M	$-13M	$2M	$50M	$36M	$25M	$31M	$32M
Income Tax	$42M	$30M	$18M	$8M	$5M	$-3M	$-3M	$8M	$8M	$5M	$7M	$9M
Net Income	$128M	$120M	$94M	$75M	$48M	$-10M	$5M	$42M	$28M	$20M	$24M	$23M
EPS (Basic)	$2.17	$2.07	$1.64	$1.31	$0.86	$-0.18	$0.10	$0.80	$0.56	$0.45	$0.54	$0.53
EPS (Diluted)	$2.13	$2.03	$1.62	$1.29	$0.84	$-0.18	$0.10	$0.78	$0.55	$0.45	$0.53	$0.53
Shares (Basic)	59,158,000	58,218,000	57,593,000	56,806,000	56,145,000	55,434,000	55,075,000	52,268,000	48,805,000	44,408,000	44,036,000	43,143,000
Shares (Diluted)	60,460,000	59,365,000	58,356,000	57,671,000	57,359,000	55,434,000	56,235,000	53,931,000	50,101,000	44,862,000	44,511,000	43,409,000
EBITDA	$308M	·	$214M	$169M	$145M	$93M	·	$128M	$87M	$79M	$75M	$76M

Stato Patrimoniale 27

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$446M	$377M	$587M	$58M	$68M	$57M	$44M	$67M	$32M	$19M	$4M	$7M
Receivables	$204M	$190M	$178M	$165M	$152M	$147M	$155M	$137M	$106M	$81M	$70M	$73M
Inventory	$334M	$306M	$304M	$266M	$222M	$198M	$226M	$198M	$155M	$121M	$106M	$92M
Prepaid Expense	$31M	$29M	$24M	$22M	$16M	$13M	$12M	$11M	$9M	$6M	$6M	$5M
Current Assets	$1.04B	$924M	$1.11B	$529M	$482M	$430M	$455M	$430M	$316M	$243M	$204M	$192M
PP&E (Net)	$428M	$386M	$384M	$383M	$372M	$383M	$379M	$331M	$293M	$277M	$268M	$244M
PP&E (Gross)	$805M	$738M	$713M	$686M	$652M	$643M	$610M	$541M	$478M	$439M	$408M	$365M
Accum. Depreciation	$376M	$352M	$329M	$303M	$281M	$261M	$232M	$210M	$186M	$162M	$140M	$121M
Goodwill	$507M	$464M	$382M	$360M	$362M	$364M	$353M	$335M	$238M	$212M	$184M	$184M
Intangibles	·	·	·	·	·	·	·	$80M	·	·	·	·
Other Non-current Assets	$78M	$65M	$55M	$44M	$41M	$38M	$41M	$58M	$35M	$28M	$13M	$16M
Total Assets	$2.69B	$2.42B	$2.33B	$1.66B	$1.65B	$1.66B	$1.76B	$1.62B	$1.11B	$943M	$779M	$747M
Accrued Liabilities	$159M	$134M	$120M	$123M	$159M	$112M	$105M	$96M	$59M	$46M	$38M	$34M
Short-term Debt	·	·	·	·	·	·	·	$7M	$7M	$0	·	·
Current Liabilities	$240M	$216M	$204M	$221M	$236M	$185M	$182M	$175M	$116M	$88M	$88M	$75M
Capital Leases	$77M	$55M	$56M	$60M	$62M	$71M	$73M	·	·	·	·	·
Deferred Tax	$20M	$240.0K	$6M	$18M	$32M	$33M	$45M	$56M	$23M	$26M	$11M	$6M
Other Non-current Liabilities	$10M	$15M	$14M	$15M	$24M	$53M	$56M	$65M	$16M	$4M	$4M	$3M
Total Liabilities	$1.10B	$1.04B	$1.12B	$520M	$608M	$706M	$807M	$687M	$435M	$445M	$313M	$312M
Long-term Debt	$734M	$730M	$823M	$198M	$243M	$351M	$439M	$395M	$278M	$324M	$208M	$224M
Total Debt	$734M	·	$823M	$198M	$243M	$351M	·	$402M	$285M	$324M	$208M	$224M
Common Stock	$764M	$703M	$638M	$675M	$642M	$606M	$587M	$571M	$353M	$206M	$198M	$188M
Retained Earnings	$824M	$696M	$575M	$481M	$406M	$358M	$368M	$363M	$321M	$294M	$274M	$250M
AOCI	$-4M	$-19M	$-11M	$-12M	$-8M	$-5M	$-5M	$-2M	$2M	$-2M	$-5M	$-2M
Stockholders' Equity	$1.58B	$1.38B	$1.20B	$1.14B	$1.04B	$959M	$950M	$933M	$676M	$498M	$466M	$435M
Liabilities + Equity	$2.69B	$2.42B	$2.33B	$1.66B	$1.65B	$1.66B	$1.76B	$1.62B	$1.11B	$943M	$779M	$747M
Shares Outstanding	59,424,000	58,743,000	57,858,000	57,306,000	56,570,000	55,623,000	55,213,000	54,893,000	50,248,000	44,645,000	44,267,000	43,614,000

Flusso di cassa 18

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$123M	$103M	$90M	$82M	$84M	$94M	$92M	$70M	$54M	$44M	$37M	$36M
Stock-based Comp	$43M	$28M	$21M	$18M	$16M	$14M	$9M	$6M	$4M	$3M	$2M	$1M
Deferred Tax	$5M	$-15M	$-13M	$-15M	$-5M	$-11M	$-12M	$2M	$-1M	$-962.0K	$3M	$4M
Amort. of Intangibles	$85M	$66M	$56M	$48M	$50M	$59M	$61M	$41M	$27M	$19M	$15M	$15M
Restructuring	$6M	$3M	$3M	$7M	·	·	·	·	·	·	·	·
Other Non-cash	$-3M	·	$-48M	$-45M	$3M	$78M	·	$-33M	$-21M	$-12M	$3M	·
Operating Cash Flow	$297M	$221M	$145M	$114M	$147M	$165M	$78M	$87M	$63M	$54M	$69M	$53M
CapEx	$82M	$35M	$34M	$45M	$28M	$46M	$78M	$63M	$39M	$33M	$51M	$34M
Investing Cash Flow	$-247M	$-369M	$-175M	$-57M	$-37M	$-59M	$-134M	$-379M	$-147M	$-159M	$-62M	$-36M
Debt Issued	·	·	·	$215M	$98M	$69M	$247M	$639M	$197M	$220M	$152M	$144M
Net Debt Issued	·	·	·	$-45M	$-108M	$-88M	·	$116M	$-46M	$117M	$-17M	$-25M
Stock Issued	$28M	$41M	$16M	$20M	$21M	$7M	$6M	$215M	$144M	$5M	$7M	$8M
Net Stock Activity	$28M	·	$16M	$20M	$21M	$7M	·	$215M	$144M	$5M	$7M	$8M
Financing Cash Flow	$16M	$-60M	$559M	$-60M	$-98M	$-96M	$34M	$328M	$97M	$121M	$-10M	$-17M
Net Change in Cash	$70M	$-210M	$529M	$-7M	$11M	$13M	$-23M	$35M	$13M	$15M	$-3M	$-104.0K
Taxes Paid	$31M	$45M	$32M	$17M	$9M	$9M	$12M	$9M	$6M	$2M	$3M	$3M
Free Cash Flow	$216M	·	$111M	$69M	$119M	$119M	·	$23M	$24M	$21M	$18M	$19M
Levered FCF	·	·	$98M	$64M	$115M	$112M	·	$14M	$18M	$14M	$14M	$13M

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	48.7%	·	46.4%	45.1%	45.2%	41.6%	·	44.7%	44.8%	43.9%	43.5%	44.2%
Operating Margin	12.2%	·	9.9%	7.6%	5.7%	-0.16%	·	6.6%	4.5%	5.8%	6.9%	7.9%
Net Margin	8.5%	·	7.5%	6.5%	4.5%	-1.0%	·	4.8%	3.8%	3.3%	4.4%	·
Pretax Margin	11.3%	·	8.9%	7.2%	5.0%	-1.4%	·	5.6%	4.9%	4.2%	5.8%	6.2%
EBITDA Margin	20.3%	·	17.0%	14.7%	13.5%	9.6%	·	14.5%	11.9%	13.0%	13.8%	14.9%
ROA	5.0%	·	4.7%	4.5%	2.9%	-0.58%	·	3.1%	2.7%	2.3%	3.1%	·
ROE	8.4%	·	7.8%	6.7%	4.7%	-1.0%	·	4.5%	4.7%	4.2%	5.3%	·
ROIC	6.0%	·	5.2%	5.9%	4.3%	-0.09%	·	3.7%	2.6%	3.4%	4.2%	4.4%

Liquidità e Solvibilità 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	4.3	·	5.4	2.4	2.0	2.3	·	2.5	2.7	2.8	2.3	2.5
Quick Ratio	2.7	·	3.8	1.0	0.9	1.1	·	1.2	1.2	1.1	0.8	1.1
Debt / Equity	0.5	·	0.7	0.2	0.2	0.4	·	0.4	0.4	0.7	0.4	0.5
LT Debt / Equity	0.5	·	0.7	0.2	0.2	0.4	·	0.4	0.4	0.6	0.4	0.5
Interest Coverage	·	·	8.0	13.8	11.6	-0.2	·	5.7	4.3	4.0	6.0	4.5

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.6	·	0.6	0.7	0.6	0.6	·	0.6	0.7	0.7	0.7	0.7
Inventory Turnover	2.4	·	2.4	2.6	2.8	2.7	·	2.8	2.9	3.0	3.1	3.3
Receivables Turnover	7.7	·	7.3	7.3	7.2	6.4	·	7.3	7.8	8.0	7.6	7.7

Per Azione 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$26.66	·	$20.77	$19.97	$18.38	$17.23	·	$16.99	$13.46	$11.16	$10.53	$9.98
Revenue / Share	$25.07	·	$21.55	$19.96	$18.74	$17.39	·	$16.37	$14.53	$13.46	$12.18	$11.74
Cash Flow / Share	$4.92	·	$2.49	$1.98	$2.57	$2.98	·	$1.60	$1.25	$1.19	$1.56	$1.23
Cash / Share	$7.51	·	$10.15	$1.02	$1.20	$1.02	·	$1.23	$0.64	$0.43	$0.09	$0.17
EPS (TTM)	$2.13	$2.03	$1.62	$1.29	$0.84	$-0.18	$0.10	$0.78	$0.55	$0.45	$0.53	$0.53

Tassi di Crescita 7

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	11.8%	7.9%	9.2%	7.1%	11.5%	·	·	·	·	·	·	·
Revenue CAGR 3Y	9.6%	8.1%	9.3%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	9.5%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	4.9%	25.3%	25.6%	53.6%	·	·	·	·	·	·	·	·
EPS CAGR 3Y	18.2%	34.2%	·	·	·	·	·	·	·	·	·	·
Net Income YoY	6.8%	27.5%	26.7%	53.8%	·	·	·	·	·	·	·	·
Net Income CAGR 3Y	19.9%	35.4%	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 14

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$1.52B	$1.36B	$1.26B	$1.15B	$1.07B	$964M	$995M	$883M	$728M	$604M	$542M	$510M
Net Income TTM	$128M	$120M	$94M	$75M	$48M	$-10M	$5M	$42M	$28M	$20M	$24M	$23M
Market Cap	$5.24B	·	$4.39B	$4.05B	$3.52B	$3.09B	·	$3.06B	$2.17B	$1.18B	$823M	$756M
Enterprise Value	$5.53B	·	$4.63B	$4.19B	$3.70B	$3.38B	·	$3.40B	$2.42B	$1.49B	$1.03B	$973M
P/E	41.4	47.6	46.9	54.7	74.2	-308.4	312.2	71.6	78.5	58.9	35.1	32.7
P/S	3.5	·	3.5	3.5	3.3	3.2	·	3.5	3.0	2.0	1.5	1.5
P/B	3.3	·	3.7	3.5	3.4	3.2	·	3.3	3.2	2.4	1.8	1.7
P / Tangible Book	4.9	6.2	5.4	5.2	5.2	5.2	·	·	·	·	·	·
P / Cash Flow	17.6	·	30.3	35.4	23.9	18.7	·	35.4	34.6	22.1	11.8	14.2
P / FCF	24.3	·	39.6	58.4	29.5	25.9	·	132.0	90.1	57.0	44.5	39.5
EV / EBITDA	17.9	·	21.6	24.7	25.5	36.6	·	26.5	28.0	18.9	13.7	12.8
EV / FCF	25.6	·	41.8	60.4	31.0	28.4	·	146.4	100.6	71.7	55.5	50.8
EV / Revenue	3.6	·	3.7	3.6	3.4	3.5	·	3.8	3.3	2.5	1.9	1.9
Earnings Yield	2.4%	2.1%	2.1%	1.8%	1.4%	-0.32%	0.32%	1.4%	1.3%	1.7%	2.9%	3.1%

Conto Economico 16

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	$419M	$382M	$394M	$384M	$382M	$355M	$355M	$340M	$338M	$324M	$325M	$315M	$320M	$298M	$293M	$287M
Cost of Revenue	$204M	$197M	$199M	$198M	$198M	$183M	$182M	$182M	$177M	$172M	$174M	$173M	$167M	$159M	$159M	$159M
Gross Profit	$215M	$185M	$195M	$186M	$184M	$172M	$173M	$158M	$161M	$152M	$151M	$142M	$153M	$138M	$135M	$129M
SG&A Expense	$129M	$118M	$115M	$120M	$113M	$107M	$111M	$100M	$95M	$94M	$96M	$87M	$101M	$90M	$83M	$90M
Operating Expenses	$155M	$141M	$141M	$144M	$138M	$131M	$136M	$120M	$115M	$116M	$117M	$107M	$124M	$112M	$104M	$110M
Operating Income	$60M	$44M	$54M	$43M	$47M	$41M	$37M	$37M	$46M	$36M	$34M	$35M	$29M	$26M	$30M	$19M
Interest Expense	·	·	·	·	·	·	·	·	·	$8M	·	$5M	$4M	$2M	·	$2M
Other Non-op	$-723.0K	$12M	$-675.0K	$-933.0K	$-487.0K	$-297.0K	$-167.0K	$245.0K	$15.0K	$-804.0K	$909.0K	$-255.0K	$-451.0K	$997.0K	$2M	$660.0K
Pretax Income	$51M	$54M	$51M	$39M	$43M	$38M	$33M	$37M	$46M	$34M	$31M	$30M	$25M	$26M	$30M	$18M
Income Tax	$13M	$13M	$13M	$11M	$11M	$8M	$5M	$8M	$10M	$6M	$4M	$4M	$5M	$5M	$-3M	$2M
Net Income	$39M	$41M	$38M	$28M	$33M	$30M	$28M	$28M	$36M	$28M	$28M	$26M	$20M	$21M	$33M	$15M
EPS (Basic)	$0.65	$0.69	$0.64	$0.47	$0.55	$0.51	$0.48	$0.49	$0.61	$0.49	$0.48	$0.45	$0.35	$0.36	$0.58	$0.27
EPS (Diluted)	$0.65	$0.68	$0.64	$0.46	$0.54	$0.49	$0.46	$0.48	$0.61	$0.48	$0.47	$0.44	$0.35	$0.36	$0.57	$0.27
Shares (Basic)	59,679,000	59,510,000	·	59,245,000	59,140,000	58,897,000	·	58,231,000	58,139,000	57,958,000	·	57,682,000	57,537,000	57,352,000	·	56,835,000
Shares (Diluted)	60,006,000	60,013,000	·	59,919,000	60,611,000	61,278,000	·	59,537,000	58,740,000	58,567,000	·	58,375,000	58,473,000	58,183,000	·	57,586,000
EBITDA	$91M	$75M	·	$74M	$78M	$70M	·	$37M	$46M	$60M	·	$35M	$29M	$47M	·	$19M

Stato Patrimoniale 25

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$449M	$488M	$446M	$392M	$342M	$396M	$377M	$523M	$637M	$582M	$587M	$59M	$72M	$58M	$58M	$51M
Receivables	$224M	$206M	$204M	$210M	$204M	$200M	$190M	$190M	$182M	$181M	·	$168M	$171M	$170M	·	$156M
Inventory	$374M	$352M	$334M	$327M	$323M	$318M	$306M	$311M	$298M	$303M	·	$304M	$306M	$290M	·	$247M
Prepaid Expense	$33M	$29M	$31M	$31M	$30M	$25M	$29M	$27M	$26M	$24M	·	$28M	$25M	$20M	·	$27M
Current Assets	$1.11B	$1.10B	$1.04B	$986M	$923M	$959M	$924M	$1.08B	$1.16B	$1.11B	·	$585M	$595M	$557M	·	$500M
PP&E (Net)	$437M	$434M	$428M	$418M	$410M	$390M	$386M	$390M	$386M	$384M	$384M	$383M	$384M	$387M	$383M	$376M
PP&E (Gross)	$827M	$817M	$805M	$796M	$782M	$752M	$738M	$746M	$732M	$721M	·	$711M	$704M	$699M	·	$676M
Accum. Depreciation	$390M	$383M	$376M	$378M	$372M	$361M	$352M	$356M	$346M	$337M	·	$327M	$320M	$311M	·	$300M
Goodwill	$540M	$503M	$507M	$507M	$505M	$464M	$464M	$399M	$381M	$382M	$382M	$381M	$382M	$360M	$360M	$358M
Other Non-current Assets	$72M	$75M	$78M	$77M	$81M	$72M	$65M	$62M	$62M	$59M	·	$49M	$52M	$46M	·	$44M
Total Assets	$2.86B	$2.72B	$2.69B	$2.63B	$2.59B	$2.47B	$2.42B	$2.38B	$2.37B	$2.33B	·	$1.81B	$1.84B	$1.68B	·	$1.63B
Accrued Liabilities	$172M	$123M	$159M	$147M	$140M	$119M	$134M	$127M	$118M	$113M	·	$119M	$111M	$119M	·	$125M
Current Liabilities	$265M	$217M	$240M	$230M	$226M	$197M	$216M	$201M	$186M	$183M	·	$187M	$190M	$216M	·	$213M
Capital Leases	$73M	$75M	$77M	$78M	$78M	$78M	$55M	$57M	$58M	$60M	·	$57M	$57M	$58M	·	$60M
Deferred Tax	$40M	$20M	$20M	$27M	$27M	$247.0K	$240.0K	$6M	$6M	$6M	·	$18M	$18M	$18M	·	$31M
Other Non-current Liabilities	$47M	$25M	$10M	$13M	$12M	$12M	$15M	$17M	$16M	$15M	·	$14M	$13M	$14M	·	$16M
Total Liabilities	$1.18B	$1.09B	$1.10B	$1.10B	$1.10B	$1.04B	$1.04B	$1.05B	$1.09B	$1.09B	·	$579M	$634M	$512M	·	$544M
Long-term Debt	$736M	$735M	$734M	$733M	$732M	$731M	$730M	$751M	$801M	$800M	·	$286M	$339M	$198M	·	$217M
Total Debt	$736M	$735M	·	$733M	$732M	$731M	·	$751M	$801M	$800M	·	$286M	$339M	$198M	·	$217M
Common Stock	$784M	$769M	$764M	$747M	$735M	$718M	$703M	$669M	$659M	$649M	·	$695M	$692M	$681M	·	$658M
Retained Earnings	$904M	$865M	$824M	$786M	$758M	$726M	$696M	$668M	$639M	$603M	·	$548M	$522M	$501M	·	$447M
AOCI	$-8M	$-8M	$-4M	$-4M	$-5M	$-15M	$-19M	$-13M	$-15M	$-12M	·	$-13M	$-10M	$-11M	·	$-17M
Stockholders' Equity	$1.68B	$1.63B	$1.58B	$1.53B	$1.49B	$1.43B	$1.38B	$1.32B	$1.28B	$1.24B	$1.20B	$1.23B	$1.20B	$1.17B	$1.14B	$1.09B
Liabilities + Equity	$2.86B	$2.72B	$2.69B	$2.63B	$2.59B	$2.47B	$2.42B	$2.38B	$2.37B	$2.33B	·	$1.81B	$1.84B	$1.68B	·	$1.63B
Shares Outstanding	59,710,000	59,655,000	59,424,000	59,290,000	59,218,000	59,078,000	58,743,000	58,274,000	58,192,000	58,102,000	57,858,000	57,746,000	57,634,000	57,472,000	57,306,000	56,918,000

Flusso di cassa 16

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	$31M	$30M	$32M	$31M	$31M	$29M	$29M	$26M	$24M	$24M	$24M	$24M	$22M	$21M	$20M	$20M
Stock-based Comp	$13M	$9M	$10M	$14M	$11M	$9M	$10M	$7M	$7M	$5M	$6M	$6M	$6M	$4M	$4M	$5M
Amort. of Intangibles	$21M	$21M	$22M	$22M	$22M	$20M	$19M	$17M	$15M	$15M	$15M	$15M	$13M	$12M	$12M	$12M
Other Non-cash	·	$-40M	·	·	·	$-28M	·	·	·	$-21M	·	·	·	$-31M	·	·
Operating Cash Flow	$69M	$41M	$99M	$75M	$83M	$41M	$69M	$47M	$69M	$36M	$62M	$51M	$17M	$15M	$28M	$35M
CapEx	$17M	$16M	$24M	$22M	$14M	$21M	$3M	$9M	$11M	$12M	$7M	$9M	$6M	$13M	$12M	$16M
Investing Cash Flow	$-110M	$8M	$-50M	$-24M	$-143M	$-30M	$-214M	$-116M	$-16M	$-22M	$-8M	$-9M	$-143M	$-15M	$-17M	$-17M
Debt Issued	·	·	·	·	·	·	·	·	·	·	·	$20M	$411M	$50M	·	$45M
Net Debt Issued	·	·	·	·	·	·	·	·	·	·	·	·	·	$-365.0K	·	·
Stock Issued	$2M	$3M	$6M	$2M	$7M	$13M	$25M	$4M	$3M	$8M	$4M	$2M	$5M	$4M	$13M	$3M
Net Stock Activity	·	$3M	·	·	·	$13M	·	·	·	$8M	·	·	·	$4M	·	·
Financing Cash Flow	$948.0K	$-6M	$5M	$-365.0K	$4M	$7M	$2M	$-48M	$3M	$-18M	$473M	$-55M	$142M	$-497.0K	$-6M	$-27M
Net Change in Cash	$-39M	$42M	$54M	$51M	$-54M	$19M	$-147M	$-113M	$55M	$-5M	$528M	$-13M	$14M	$-432.0K	$7M	$-12M
Taxes Paid	$17M	$4M	$8M	$4M	$16M	$4M	$12M	$10M	$21M	$2M	$7M	$7M	$15M	$2M	$3M	$6M
Free Cash Flow	·	$25M	·	·	·	$20M	·	·	·	$25M	·	·	·	$2M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$18M	·	·	·	$127.3K	·	·

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	51.4%	48.4%	·	48.5%	48.2%	48.4%	·	46.4%	47.7%	46.9%	·	45.1%	47.7%	46.5%	·	44.8%
Operating Margin	14.4%	11.6%	·	11.1%	12.3%	11.6%	·	11.0%	13.6%	11.1%	·	11.2%	9.0%	8.9%	·	6.5%
Net Margin	9.3%	10.7%	·	7.2%	8.5%	8.5%	·	8.4%	10.6%	8.7%	·	8.2%	6.3%	7.0%	·	5.3%
Pretax Margin	12.2%	14.0%	·	10.0%	11.3%	10.7%	·	10.8%	13.6%	10.6%	·	9.6%	7.8%	8.6%	·	6.1%
EBITDA Margin	21.8%	19.6%	·	19.2%	20.4%	19.8%	·	11.0%	13.6%	18.4%	·	11.2%	9.0%	15.8%	·	6.5%
ROA	1.4%	1.6%	·	1.1%	1.3%	1.3%	·	1.4%	1.7%	1.4%	·	1.5%	1.2%	1.2%	·	0.93%
ROE	2.5%	2.7%	·	1.9%	2.4%	2.3%	·	2.2%	2.9%	2.3%	·	2.2%	1.8%	1.9%	·	1.5%
ROIC	1.9%	1.4%	·	1.4%	1.6%	1.5%	·	1.4%	1.7%	1.5%	·	2.0%	1.5%	1.6%	·	1.2%

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	4.2	5.1	·	4.3	4.1	4.9	·	5.4	6.2	6.0	·	3.1	3.1	2.6	·	2.3
Quick Ratio	2.5	3.2	·	2.6	2.4	3.0	·	3.5	4.4	4.2	·	1.2	1.3	1.1	·	1.0
Debt / Equity	0.4	0.5	·	0.5	0.5	0.5	·	0.6	0.6	0.6	·	0.2	0.3	0.2	·	0.2
LT Debt / Equity	0.4	0.5	·	0.5	0.5	0.5	·	0.6	0.6	0.6	·	0.2	0.3	0.2	·	0.2
Interest Coverage	·	·	·	·	·	·	·	·	·	4.5	·	7.3	7.8	13.1	·	10.2

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	0.1	·	0.2	0.2	0.1	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2
Inventory Turnover	0.6	0.6	·	0.6	0.6	0.6	·	0.6	0.6	0.6	·	0.6	0.6	0.6	·	0.7
Receivables Turnover	2.0	1.9	·	1.9	2.0	1.9	·	1.9	1.9	1.8	·	1.9	1.9	1.8	·	1.9

Per Azione 5

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$28.13	$27.27	·	$25.80	$25.13	$24.18	·	$22.71	$22.04	$21.34	·	$21.30	$20.89	$20.39	·	$19.13
Revenue / Share	$6.98	$6.36	·	$6.41	$6.31	$5.80	·	$5.71	$5.75	$5.52	·	$5.40	$5.47	$5.11	·	$4.99
Cash Flow / Share	·	$0.68	·	·	·	$0.66	·	·	·	$0.62	·	·	·	$0.25	·	·
Cash / Share	$7.51	$8.18	·	$6.62	$5.77	$6.70	·	$8.98	$10.94	$10.02	·	$1.02	$1.25	$1.01	·	$0.90
EPS (TTM)	$2.43	$2.32	·	$1.95	$1.97	$2.04	·	$2.04	$2.00	$1.74	·	$1.72	$1.55	$1.47	·	$1.07

Valutazione (TTM) 11

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$1.58B	$1.54B	·	$1.48B	$1.43B	$1.39B	·	$1.33B	$1.30B	$1.28B	·	$1.23B	$1.20B	$1.17B	·	$1.14B
Net Income TTM	$146M	$139M	·	$118M	$119M	$122M	·	$120M	$117M	$102M	·	$100M	$90M	$85M	·	$62M
Market Cap	$4.14B	$4.11B	·	$4.93B	$5.54B	$6.25B	·	$5.76B	$5.00B	$4.40B	·	$3.99B	$4.82B	$4.25B	·	$3.22B
Enterprise Value	$4.43B	$4.36B	·	$5.28B	$5.93B	$6.58B	·	$5.99B	$5.17B	$4.62B	·	$4.21B	$5.09B	$4.39B	·	$3.38B
P/E	28.5	29.7	·	42.7	47.5	51.8	·	48.4	43.0	43.5	·	40.1	54.0	50.3	·	52.8
P/S	2.6	2.7	·	3.3	3.9	4.5	·	4.3	3.8	3.4	·	3.3	4.0	3.6	·	2.8
P/B	2.5	2.5	·	3.2	3.7	4.4	·	4.4	3.9	3.5	·	3.2	4.0	3.6	·	3.0
P / Tangible Book	3.6	3.7	·	4.8	5.6	6.5	·	6.2	5.6	5.1	·	4.7	5.9	5.2	·	4.4
P / Cash Flow	·	101.1	·	·	·	153.9	·	·	·	121.5	·	·	·	292.2	·	·
EV / Revenue	2.8	2.8	·	3.6	4.1	4.7	·	4.5	4.0	3.6	·	3.4	4.2	3.7	·	3.0
Earnings Yield	3.5%	3.4%	·	2.3%	2.1%	1.9%	·	2.1%	2.3%	2.3%	·	2.5%	1.8%	2.0%	·	1.9%

Periodo più recente a sinistra · valori nulli mostrati come ·

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

16

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ricavi	$1.52B	$1.36B	$1.26B	$1.15B	$1.07B
Margine Lordo %	48.7%	·	46.4%	45.1%	45.2%
Margine Operativo %	12.2%	·	9.9%	7.6%	5.7%
Utile netto	$128M	$120M	$94M	$75M	$48M
EPS Diluito	$2.13	$2.03	$1.62	$1.29	$0.84

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debito / Patrimonio Netto	0.5	·	0.7	0.2	0.2
Rapporto corrente	4.3	·	5.4	2.4	2.0
Quick Ratio	2.7	·	3.8	1.0	0.9

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$216M	·	$111M	$69M	$119M

Proprietari istituzionali (13F) 432 filer · $5.0B 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 432

Valore detenuto $5.0B

Nuove posizioni 66

Posizioni chiuse 54

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
66 (-7 vs trimestre precedente)	54 (+8 vs trimestre precedente)	179 (+21 vs trimestre precedente)	124 (+4 vs trimestre precedente)	+3.2M

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.	$656.271.332	9.464.542	13,16%	Azioni
VANGUARD GROUP INC	$580.139.066	6.582.018	11,63%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$240.875.580	3.473.833	4,83%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$179.622.080	2.590.454	3,60%	Azioni
STATE STREET CORP	$171.602.462	2.474.512	3,44%	Azioni
Conestoga Capital Advisors, LLC	$137.278.639	1.979.790	2,75%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$112.761.894	1.625.950	2,26%	Azioni
FULLER & THALER ASSET MANAGEMENT, INC.	$111.845.541	1.613.002	2,24%	Azioni
DIMENSIONAL FUND ADVISORS LP	$101.159.013	1.458.823	2,03%	Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$88.696.000	1.279.152	1,78%	Azioni
CONGRESS ASSET MANAGEMENT CO	$82.121.928	1.184.337	1,65%	Azioni
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$78.894.359	1.137.790	1,58%	Azioni
Greenhouse Funds LLLP	$74.339.275	1.072.098	1,49%	Azioni
CITIGROUP INC	$70.899.942	1.022.497	1,42%	Azioni
FMR LLC	$70.228.249	1.012.810	1,41%	Azioni
WESTWOOD HOLDINGS GROUP INC	$70.128.880	1.011.377	1,41%	Azioni
MORGAN STANLEY	$69.817.910	1.006.891	1,40%	Azioni
NEUBERGER BERMAN GROUP LLC	$69.490.329	1.002.168	1,39%	Azioni
MAVERICK CAPITAL LTD	$67.857.303	978.617	1,36%	Azioni
CITADEL ADVISORS LLC	$63.089.900	909.863	1,27%	Azioni
UBS Group AG	$59.693.419	860.880	1,20%	Opzione Call
ROYAL BANK OF CANADA	$57.340.000	826.944	1,15%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$51.584.592	743.937	1,03%	Azioni
NORGES BANK	$49.311.834	711.160	0,99%	Azioni
NORTHERN TRUST CORP	$49.180.575	709.267	0,99%	Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$47.095.381	679.195	0,94%	Azioni
JPMORGAN CHASE & CO	$45.333.441	644.037	0,91%	Azioni
Nuveen, LLC	$41.243.018	594.794	0,83%	Azioni
Irenic Capital Management LP	$37.623.121	542.589	0,75%	Azioni
Aberdeen Group plc	$37.318.510	538.196	0,75%	Azioni
BANK OF AMERICA CORP /DE/	$37.056.114	534.412	0,74%	Azioni
WELLS FARGO & COMPANY/MN	$36.299.629	523.502	0,73%	Azioni
GOLDMAN SACHS GROUP INC	$35.240.182	508.223	0,71%	Azioni
UBS Group AG	$34.364.766	495.598	0,69%	Azioni
Iron Triangle Partners LP	$33.992.072	385.660	0,68%	Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$33.590.723	484.435	0,67%	Azioni
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$33.016.102	476.148	0,66%	Azioni
OBERWEIS ASSET MANAGEMENT INC/	$32.826.180	473.409	0,66%	Azioni
Boston Trust Walden Corp	$32.787.835	472.856	0,66%	Azioni
FRONTIER CAPITAL MANAGEMENT CO LLC	$32.488.564	468.540	0,65%	Azioni
AQR CAPITAL MANAGEMENT LLC	$32.187.698	464.201	0,65%	Azioni
NOMURA HOLDINGS INC	$30.560.634	440.736	0,61%	Azioni
TWO SIGMA INVESTMENTS, LP	$30.141.197	434.687	0,60%	Azioni
Bank of New York Mellon Corp	$28.469.500	410.578	0,57%	Azioni
Champlain Investment Partners, LLC	$28.007.951	403.922	0,56%	Azioni
VANGUARD FIDUCIARY TRUST CO	$27.570.485	397.613	0,55%	Azioni
TWO SIGMA ADVISERS, LP	$27.332.214	310.100	0,55%	Azioni
COMERICA BANK	$25.303.949	287.088	0,51%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$24.312.476	350.627	0,49%	Azioni
MARSHALL WACE, LLP	$24.214.638	349.216	0,49%	Azioni

Mostra tutti i 432 proprietari istituzionali →

Attivisti e proprietari del 5%+ 2 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
STARBOARD VALUE LP, STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE AND OPPORTUNITY S LLC, STARBOARD VALUE AND OPPORTUNITY C LP, STARBOARD VALUE R LP, STARBOARD VALUE R GP LLC, STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP, STARBOARD VALUE L LP, STARBOARD X MASTER FUND LTD, STARBOARD VALUE GP LLC, STARBOARD PRINCIPAL CO LP, STARBOARD PRINCIPAL CO GP LLC, JEFFREY C. SMITH, PETER A. FELD ×5 depositi	18 Ottobre 2021	·	Deposito iniziale	·	SEC
Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata	15 Agosto 2001	·	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 40 insider · 17 dirigenti · 23 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Acquisti 12m	Vendite 12m	Netto 12m
Martha Goldberg Aronson	President and CEO	06 Maggio 2026 P	49.792	1	0	$120.880
Raul Parra Jr.	CFO AND TREASURER	06 Maggio 2026 P	58.843	1	0	$91.515
Bernard Birkett	Chief Financial Officer	02 Marzo 2018 A	1.075	0	0	$0
Justin J. Lampropoulos	PRESIDENT, EMEA	19 Marzo 2021 A	2.343	0	0	$0
Neil Peterson	CHIEF OPERATING OFFICER	24 Agosto 2026 S	18.051	0	3	$-2.951.540
Ronald Frost	CHIEF OPERATING OFFICER	10 Agosto 2022 M	15.144	0	0	$0
Leigh B Weintraub	COO	28 Novembre 2006 M	0	0	0	$0
Sheri Lewis	EVP of Global Operations	04 Settembre 2026 A	8.371	0	0	$0
Michel J. Voigt	CHIEF HUMAN RESOURCES OFFICER	24 Agosto 2026 G	45.412	1	0	$136.462
Brian G. Lloyd	CHIEF LEGAL OFFICER, SECRETARY	05 Giugno 2026 G	60.132	1	0	$125.240
Christian Adam Smith	Chief Commercial Officer	11 Maggio 2026 P	2.220	1	0	$99.186
Fred P Lampropoulos	Executive Chairman	25 Novembre 2025 S	1.019.955	0	4	$-5.189.900
Joseph Wright	CHIEF COMMERCIAL OFFICER	07 Marzo 2024 M	42.223	0	0	$0
Rashelle Perry	Chief Legal Officer	30 Novembre 2015 M	9.435	0	0	$0
Greg L Barnett	Chief Accounting Officer	30 Luglio 2015 M	1.000	0	0	$0
Martin R Stephens	Executive V.P. of Sales	13 Febbraio 2015 A	0	0	0	$0
Brian L Ferrand	Director of Sales	10 Giugno 2004 A	13.870	0	0	$0
Thomas James Gunderson	Direttore	20 Maggio 2026 M	60.741	0	0	$0
Silvia Perez	Direttore	18 Maggio 2026 A	8.040	0	0	$0
Stephen C. Evans	Direttore	18 Maggio 2026 A	10.266	0	0	$0
Lynne Ward	Direttore	18 Maggio 2026 A	11.266	0	1	$-313.050
Laura S. Kaiser	Direttore	18 Maggio 2026 A	13.352	0	0	$0
Ann F. Millner	Direttore	18 Maggio 2026 A	38.000	0	0	$0
Lonny J Carpenter	Direttore	18 Maggio 2026 A	20.824	0	0	$0
Scott R. Ward	Direttore	18 Maggio 2026 A	3.457	0	0	$0
Michael R. Mcdonnell	Direttore	18 Maggio 2026 A	9.852	0	0	$0
David Floyd	Direttore	30 Maggio 2025 S	4.880	0	0	$0
Scott A Anderson	Direttore	14 Agosto 2023 G	46.397	0	0	$0
James T. Hogan	Direttore	24 Maggio 2022 A	10.152	0	0	$0
Jill Anderson	Direttore	10 Settembre 2021 S	6.252	0	0	$0
David Ming-Teh Liu	Direttore	01 Giugno 2020 M	0	0	0	$0
Nolan E. Karras	Direttore	28 Maggio 2020 M	10.500	0	0	$0
Franklin J Miller	Direttore	12 Marzo 2020 M	32.566	0	0	$0
Michael E Stillabower	Direttore	02 Agosto 2019 M	107.868	0	0	$0
Kent W Stanger	Direttore	31 Maggio 2019 A	415.087	0	0	$0
Elizabeth Huebner	Direttore	07 Gennaio 2019 A	·	0	0	$0
Rex C Bean	Direttore	22 Maggio 2013 A	0	0	0	$0
James J Ellis	Direttore	11 Agosto 2011 A	4.251	0	0	$0
Richard W Edelman	·	01 Agosto 2017 M	6.000	0	0	$0
Arlin D Nelson	·	31 Luglio 2013 A	5.146	0	0	$0

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

Proprietà ETF Posseduti da 59 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
PSCH · Invesco Exchange-Traded Fund Trust …	2,77%	57.442 SH	01 Ottobre 2026	Giornaliero
RSMC · Tidal Trust III	1,69%	151.442 NS	31 Luglio 2026	N-PORT
CAFG · Pacer Funds Trust	0,58%	2.059 NS	31 Luglio 2026	N-PORT
QQQS · Invesco Exchange-Traded Fund Trust …	0,49%	1.317 SH	01 Ottobre 2026	Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust …	0,34%	9.361 SH	01 Ottobre 2026	Giornaliero
VIOG · VANGUARD ADMIRAL FUNDS	0,28%	44.733 SH	19 Agosto 2026	Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS	0,24%	47.406 SH	19 Agosto 2026	Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,23%	16.316 NS	31 Luglio 2026	N-PORT
VIOO · VANGUARD ADMIRAL FUNDS	0,22%	208.725 SH	19 Agosto 2026	Giornaliero
BKSE · BNY Mellon ETF Trust	0,22%	2.237 NS	31 Luglio 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,20%	16.093 NS	31 Luglio 2026	N-PORT
FNY · First Trust Exchange-Traded AlphaDE…	0,19%	13.237 NS	31 Luglio 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,19%	60.230 SH	01 Ottobre 2026	Giornaliero
ESML · iShares Trust	0,17%	55.036 SH	11 Settembre 2026	Giornaliero
IWM · iShares Trust	0,17%	1.530.169 SH	11 Settembre 2026	Giornaliero
ISCG · iShares Trust	0,17%	18.763 SH	11 Settembre 2026	Giornaliero
RSSL · Global X Funds	0,16%	28.650 NS	31 Luglio 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,16%	46.836 SH	19 Agosto 2026	Giornaliero
FSMD · FIDELITY COVINGTON TRUST	0,14%	42.566 NS	31 Luglio 2026	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0,13%	344.226 SH	19 Agosto 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,11%	198.844 NS	31 Luglio 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,11%	750.481 SH	19 Agosto 2026	Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust …	0,10%	22.960 SH	01 Ottobre 2026	Giornaliero
EBIT · Harbor ETF Trust	0,09%	128 NS	31 Luglio 2026	N-PORT
FHLC · FIDELITY COVINGTON TRUST	0,07%	28.267 NS	31 Luglio 2026	N-PORT
DFAT · Dimensional ETF Trust	0,07%	114.374 NS	31 Luglio 2026	N-PORT
VHT · VANGUARD WORLD FUND	0,06%	179.431 SH	19 Agosto 2026	Giornaliero
RILA · Spinnaker ETF Series	0,06%	274 NS	31 Luglio 2026	N-PORT
FAD · First Trust Exchange-Traded AlphaDE…	0,06%	3.974 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,05%	684.697 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,05%	1.300.261 SH	19 Agosto 2026	Giornaliero
WSML · iShares Trust	0,05%	3.603 SH	11 Settembre 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,05%	2.978 NS	31 Luglio 2026	N-PORT
SMDX · Tidal Trust III	0,04%	641 NS	31 Luglio 2026	N-PORT
IWO · iShares Trust	0,03%	53.021 SH	11 Settembre 2026	Giornaliero
DFUV · Dimensional ETF Trust	0,03%	46.087 NS	31 Luglio 2026	N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe…	0,02%	705 SH	01 Ottobre 2026	Giornaliero
DFSV · Dimensional ETF Trust	0,02%	19.861 NS	31 Luglio 2026	N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS	0,02%	5.877 SH	19 Agosto 2026	Giornaliero
DFSU · Dimensional ETF Trust	0,02%	5.119 NS	31 Luglio 2026	N-PORT
DFAC · Dimensional ETF Trust	0,02%	97.860 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,01%	1.802.894 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,01%	4.952 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,01%	13.252 SH	19 Agosto 2026	Giornaliero
DFAU · Dimensional ETF Trust	0,01%	10.500 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,01%	77.615 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,01%	15.969 SH	10 Settembre 2026	Giornaliero
DCOR · Dimensional ETF Trust	0,01%	2.524 NS	31 Luglio 2026	N-PORT
DFUS · Dimensional ETF Trust	0,01%	12.562 NS	31 Luglio 2026	N-PORT
TILT · FlexShares Trust	0,00%	1.106 NS	31 Luglio 2026	N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	43.777 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	3.640.541 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	355.553 SH	09 Settembre 2026	Giornaliero
IJS · iShares Trust	·	196.617 SH	08 Settembre 2026	Giornaliero
IWN · iShares Trust	·	508.066 SH	11 Settembre 2026	Giornaliero
XJR · iShares Trust	·	8.250 SH	31 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	2.653 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	49.362 SH	11 Settembre 2026	Giornaliero
SMMV · iShares Trust	·	19.165 SH	19 Agosto 2026	Giornaliero

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

21

rating · 17 analisti COMPRA

Target mediano $100.00 +17,1%

6 35,3% Acquisto forte

8 47,1% Compra

3 17,6% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

11 analisti · 2026-09-28

Target medio $101.45 +18,8%

Ora Prezzo attuale $85.37

Basso$83.00 Media$101.45 Alto$123.00

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
MMSI	$5.24B	41.4	11.8%	8.5%	8.4%	48.7%
SOLV	$13.75B	8.9	0.86%	18.7%	35.8%	53.5%
COO	$13.70B	37.4	5.1%	9.2%	4.6%	65.5%
ALGN	$11.14B	27.6	0.90%	10.2%	10.3%	67.2%
LNTH	$4.30B	19.5	0.50%	15.2%	20.7%	61.1%
MMED	$3.71B	-10.2	14.2%	-10.7%	-9.3%	54.2%
HAE	$2.45B	26.4	-2.0%	7.3%	11.8%	59.0%
QDEL	$1.99B	-1.8	-1.9%	-41.4%	-48.0%	·
ICUI	$3.52B	4755.7	-6.3%	0.03%	0.03%	36.8%
XRAY	$2.28B	-3.8	-3.0%	-16.2%	-36.4%	50.0%
NEOG	$1.95B	-224.2	-2.7%	-0.91%	-0.38%	46.9%

Ultime notizie Notizie recenti che menzionano questa società

23

Un Direttore di Merit Medical Systems Ha Venduto 5.000 Azioni della Società. Cosa Significa per gli Investitori? Nasdaq · 4 mesi, 2 settimane fa

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 $83.39 R:R 1,50

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

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

26

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

La tua selezione è salvata e ti segue su tutti i ticker.

MMSI Merit Medical Systems, Inc. - Common Stock

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

MMSI 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) 432 filer · $5.0B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 2 partecipazioni

Insider aziendali 40 insider · 17 dirigenti · 23 direttori

Proprietà ETF Posseduti da 59 ETF

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

Target Price a 12 Mesi

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ultime notizie Notizie recenti che menzionano questa società

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

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