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

03

Prezzo $81.88

Capitalizzazione di Mercato (MRQ) $15.16B

P/E (TTM) 35.1

EPS (TTM) $2.33

Ricavi (TTM) $4.85B

ROE (TTM) 8.8%

D/E Debito/Patrimonio (MRQ) 0.5

Intervallo 52 sett. $78–$119

RBA 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 2

Data ex-dividendo	Split	Tipo
28 Aprile 2008	3-for-1	Avanti
07 Maggio 2004	2-for-1	Avanti

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

06

Ricavi$4.59B

2016-12-31 → 2025-12-31

EPS$2.04

2016-12-31 → 2025-12-31

Flusso di cassa libero$719M

2016-12-31 → 2025-12-31

Margine netto10.0%

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	RBA	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	35.1media 5 anni ≈45.0	≈45.0	·	·
P/S (TTM)	3.1media 5 anni ≈4.0	≈4.0	·	·
P/B (MRQ)	2.7media 5 anni ≈4.1	≈4.1	·	·
EV / EBITDA	14.3media 5 anni ≈17.6	≈17.6	·	·
Prezzo / FCF (TTM)	24.8media 5 anni ≈24.8	≈24.8	·	·
Prezzo / Flusso di cassa (TTM)	17.6media 5 anni ≈19.0	≈19.0	·	·
EV / Revenue (EV / Ricavi)	3.7media 5 anni ≈4.5	≈4.5	·	·
EV / FCF	23.9media 5 anni ≈28.4	≈28.4	·	·
Prezzo / Valore contabile tangibile (MRQ)	4.8	·	·	·
PEG Ratio	≈6.1	·	·	·

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	RBA	media 5 anni	Mediana dei peer	Verdetto
Margine Operativo (TTM)	16.0%media 5 anni ≈17.9%	≈17.9%	·	·
Margine EBITDA (TTM)	26.5%media 5 anni ≈26.3%	≈26.3%	·	·
Margine ante imposte (TTM)	12.5%media 5 anni ≈14.0%	≈14.0%	·	·
Margine di Profitto Netto (TTM)	10.0%media 5 anni ≈10.7%	≈10.7%	·	·
ROA (TTM)	3.9%media 5 anni ≈5.0%	≈5.0%	·	·
ROE (TTM)	8.8%media 5 anni ≈12.9%	≈12.9%	·	·
ROIC	7.1%media 5 anni ≈8.7%	≈8.7%	·	·

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	RBA	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	0.5media 5 anni ≈0.7	≈0.7	·	·
Rapporto corrente (MRQ)	1.3media 5 anni ≈1.2	≈1.2	·	·
Quick Ratio	0.8media 5 anni ≈0.9	≈0.9	·	·
Debito a lungo termine / Patrimonio netto (MRQ)	0.5media 5 anni ≈0.7	≈0.7	·	·

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

Metrica	RBA	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	7.1%media 5 anni ≈32.2%	≈32.2%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	38.3%media 5 anni ≈40.6%	≈40.6%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	27.2%	·	·	·
EPS YoY	1.5%media 5 anni ≈25.9%	≈25.9%	·	·
Net Income YoY (Utile Netto YoY)	3.7%media 5 anni ≈33.6%	≈33.6%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	-10.7%media 5 anni ≈-3.0%	≈-3.0%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	5.8%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	10.2%media 5 anni ≈18.8%	≈18.8%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	20.3%	·	·	·

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

Metrica	RBA	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$2.04media 5 anni ≈$1.86	≈$1.86	·	·
Revenue / Share (Ricavi / Azione)	$24.56media 5 anni ≈$19.56	≈$19.56	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$5.23media 5 anni ≈$4.10	≈$4.10	·	·
Cash / Share (Liquidità / Azione)	$2.86media 5 anni ≈$3.26	≈$3.26	·	·

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

Metrica	RBA	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.4media 5 anni ≈0.5	≈0.5	·	·
Receivables Turnover (Rotazione dei crediti)	6.5media 5 anni ≈8.1	≈8.1	·	·
Revenue / Employee (Ricavi / Dipendente)	≈$573.8K	·	·	·

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

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

13

Pagamento annualizzato≈$1.32Pagato trimestralmente

Striscia di crescita≈8Anni consecutivi di crescita dei dividendi

Data ex-dividendo	Importo	Valuta	Rendimento
Ago 25, 2026	$0,33	USD	≈0.75%
Mag 27, 2026	$0,31	USD	≈0.30%
Mag 29, 2025	$0,29	USD	≈1.1%
Feb 14, 2025	$0,29	USD	≈1.2%
Nov 27, 2024	$0,29	USD	≈1.1%
Ago 28, 2024	$0,29	USD	≈1.3%
Mag 29, 2024	$0,27	USD	≈1.5%
Feb 8, 2024	$0,27	USD	≈3.2%
Nov 29, 2023	$0,27	USD	≈3.4%
Ago 22, 2023	$0,27	USD	≈3.7%
Mag 30, 2023	$0,27	USD	≈4.1%
Mar 21, 2023	$1,08	USD	≈4.0%
Feb 9, 2023	$0,27	USD	≈1.7%
Nov 22, 2022	$0,27	USD	≈1.9%
Ago 23, 2022	$0,27	USD	≈1.4%
Mag 26, 2022	$0,25	USD	≈1.7%
Feb 10, 2022	$0,25	USD	≈1.6%
Nov 23, 2021	$0,25	USD	≈1.3%
Ago 24, 2021	$0,25	USD	≈1.5%
Mag 25, 2021	$0,22	USD	≈1.4%

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

14

Sorpresa media 6.4%

Periodo	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	$1.13	$1.15	-1.9%
31 Marzo 2026	$1.01	$1.00	0.67%
31 Dicembre 2025	$1.11	$1.01	9.7%
30 Settembre 2025	$0.93	$0.83	12.6%
30 Giugno 2025	$1.07	$0.96	11.1%
31 Marzo 2025	$0.89	$0.84	6.4%

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
Revenue	$4.59B	$4.28B	$3.68B	$1.73B	$1.42B	$1.38B	$1.32B	$1.17B	$971M	$1.13B
Cost of Revenue	·	·	·	·	·	·	·	·	$79M	$66M
Gross Profit	·	·	·	·	·	·	·	·	$532M	$189M
SG&A Expense	$905M	$774M	$744M	$540M	$456M	$410M	$382M	$383M	$323M	$284M
Operating Expenses	$3.87B	$3.53B	$3.21B	$1.45B	$1.18B	$1.12B	$1.10B	$985M	$864M	$991M
Operating Income	$713M	$761M	$471M	$454M	$241M	$263M	$223M	$185M	$107M	$136M
Interest Expense	·	·	$214M	$58M	$37M	$36M	$41M	$45M	$38M	$6M
Interest Income	$15M	$26M	$22M	$7M	$1M	$2M	·	·	$3M	$2M
Other Non-op	$-100.0K	$-2M	$5M	$1M	$2M	$6M	$9M	$12M	$8M	$7M
Pretax Income	$536M	$550M	$282M	$406M	$205M	$236M	$191M	$153M	$77M	$130M
Income Tax	$108M	$137M	$76M	$86M	$53M	$66M	$42M	$31M	$2M	$37M
Net Income	$428M	$413M	$206M	$320M	$152M	$170M	$149M	$121M	$75M	$92M
EPS (Basic)	$2.06	$2.03	$1.05	$2.89	$1.38	$1.56	$1.37	$1.12	$0.70	$0.86
EPS (Diluted)	$2.04	$2.01	$1.04	$2.86	$1.36	$1.54	$1.36	$1.11	$0.69	$0.85
Shares (Basic)	185,400,000	184,000,000	167,000,000	110,781,282	110,315,782	109,054,493	108,519,739	108,063,349	107,044,348	106,630,323
Shares (Diluted)	186,900,000	185,300,000	168,200,000	111,886,025	111,406,830	110,310,984	109,759,123	109,388,236	108,113,151	107,457,794
EBITDA	$1.20B	$1.21B	$824M	$552M	$328M	$338M	$294M	$252M	$160M	$177M

Stato Patrimoniale 29

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Cash & Equivalents	$532M	$534M	$576M	$494M	$326M	$279M	$360M	$238M	$268M	$208M
Receivables	$706M	$709M	$732M	$183M	$151M	$135M	$143M	$129M	$92M	$53M
Inventory	$140M	$122M	$166M	$103M	$102M	$86M	$65M	$113M	$38M	$28M
Prepaid Expense	$62M	$52M	$52M	$29M	$42M	$21M	$22M	$18M	$20M	$19M
Other Current Assets	$108M	$77M	$91M	$48M	$64M	$27M	$50M	$49M	$28M	·
Current Assets	$1.78B	$1.71B	$1.81B	$963M	$762M	$557M	$680M	$604M	$508M	$378M
PP&E (Net)	$1.52B	$1.28B	$1.20B	$459M	$449M	$492M	$484M	$487M	$527M	$515M
PP&E (Gross)	$2.18B	$1.83B	$1.67B	$852M	$832M	$860M	$824M	$799M	$831M	$792M
Accum. Depreciation	$658M	$550M	$470M	$393M	$383M	$368M	$340M	$312M	$305M	$277M
Goodwill	$4.67B	$4.51B	$4.54B	$949M	$948M	$841M	$672M	$672M	$671M	$98M
Intangibles	$2.46B	$2.67B	$2.91B	$323M	$351M	$301M	$233M	$246M	$261M	$72M
Other Non-current Assets	$149M	$98M	$86M	$40M	$143M	$148M	$146M	$29M	$32M	$20M
Total Assets	$12.14B	$11.81B	$12.04B	$2.86B	$3.59B	$2.35B	$2.23B	$2.05B	$2.02B	$1.60B
Accounts Payable	$836M	$782M	$686M	$259M	$280M	$244M	$194M	$201M	$165M	$125M
Accrued Liabilities	$348M	$237M	$294M	$119M	$117M	$100M	$70M	$64M	$55M	$45M
Short-term Debt	$138M	$28M	$14M	$29M	$6M	$29M	$5M	$20M	$7M	$24M
Current Liabilities	$1.62B	$1.33B	$1.34B	$795M	$588M	$515M	$501M	$440M	$388M	$253M
Capital Leases	$1.46B	$1.43B	$1.35B	$112M	$110M	$113M	$111M	·	·	·
Deferred Tax	$559M	$609M	$683M	$54M	$52M	$45M	$43M	$36M	$32M	$17M
Other Non-current Liabilities	$158M	$97M	$87M	$35M	$147M	$153M	$151M	$42M	$47M	$38M
Total Liabilities	$6.08B	$6.09B	$6.53B	$1.57B	$2.52B	$1.34B	$1.32B	$1.22B	$1.26B	$904M
Long-term Debt	$2.33B	$2.63B	$3.08B	$582M	$1.74B	$637M	$645M	$711M	$813M	$596M
Total Debt	$2.47B	$2.65B	$3.09B	$611M	$1.74B	$666M	$650M	$731M	$820M	$620M
Common Stock	$4.37B	$4.26B	$4.05B	$246M	$228M	$200M	$195M	$182M	$139M	$125M
Retained Earnings	$1.25B	$1.09B	$918M	$1.04B	$840M	$792M	$714M	$648M	$603M	$601M
AOCI	$-48M	$-125M	$-44M	$-85M	$-56M	$-34M	$-59M	$-56M	$-43M	$-67M
Stockholders' Equity	$5.57B	$5.22B	$5.02B	$1.29B	$1.07B	$1.01B	$902M	$831M	$740M	$687M
Liabilities + Equity	$12.14B	$11.81B	$12.04B	$2.86B	$3.59B	$2.35B	$2.23B	$2.05B	$2.02B	$1.60B
Shares Outstanding	185,900,000	184,700,000	182,843,942	110,881,363	110,618,049	109,876,428	109,337,781	108,682,030	107,269,783	106,822,001

Flusso di cassa 18

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
D&A	$483M	$444M	$352M	$97M	$88M	$75M	$71M	$67M	$53M	$41M
Stock-based Comp	$66M	$62M	$56M	$42M	$31M	$17M	$13M	·	·	·
Deferred Tax	$-54M	$-69M	$-66M	$-300.0K	$4M	$9M	$9M	$6M	$-17M	$-3M
Other Non-cash	$-82M	$-18M	$-148M	$156M	$67M	$-25M	$181M	$-116M	$45M	$59M
Operating Cash Flow	$978M	$932M	$544M	$463M	$318M	$258M	$333M	$144M	$148M	$178M
CapEx	$259M	$167M	$228M	$32M	$10M	$14M	$14M	$17M	$11M	$19M
Investing Cash Flow	$-553M	$-302M	$-3.11B	$77M	$-214M	$-277M	$-36M	$-31M	$-711M	$-117M
Debt Issued	$275M	$0	$3.17B	$0	$1.11B	·	·	·	$325M	$647M
Net Debt Issued	$-302M	$-454M	$2.52B	$-1.13B	$1.10B	$-14M	$-76M	$-91M	$216M	$499M
Stock Issued	·	·	·	·	·	·	$41M	$29M	$10M	$24M
Stock Repurchased	·	·	·	·	·	$53M	$42M	·	·	$37M
Net Stock Activity	·	·	·	·	·	$-53M	$-918.0K	$29M	$10M	$-12M
Dividends Paid	·	$206M	$298M	$115M	$104M	$92M	$83M	$76M	$73M	$70M
Financing Cash Flow	$-461M	$-646M	$2.68B	$-1.26B	$961M	$-111M	$-187M	$-134M	$119M	$404M
Net Change in Cash	$-14M	$-39M	$122M	$-737M	$1.06B	$-113M	$115M	$-26M	$-427M	$465M
Taxes Paid	$227M	$201M	$180M	$30M	$71M	$43M	$27M	$10M	$28M	$54M
Free Cash Flow	$719M	$765M	$316M	$431M	$308M	$244M	$319M	$127M	$135M	$159M
Levered FCF	·	·	$160M	$385M	$280M	$218M	$287M	$92M	$98M	$155M

Redditività 7

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Operating Margin	15.5%	17.8%	12.8%	26.2%	17.0%	19.1%	16.9%	15.8%	·	·
Net Margin	9.3%	9.6%	5.6%	18.4%	10.7%	12.3%	11.3%	10.4%	·	·
Pretax Margin	11.7%	12.8%	7.7%	23.4%	14.5%	17.1%	14.5%	13.0%	·	·
EBITDA Margin	26.1%	28.1%	22.4%	31.8%	23.2%	24.6%	22.3%	21.5%	·	·
ROA	3.6%	3.5%	2.8%	9.9%	5.1%	7.4%	7.0%	6.0%	4.2%	6.8%
ROE	7.9%	8.1%	6.6%	27.1%	14.6%	17.8%	17.2%	15.5%	10.5%	13.2%
ROIC	7.1%	7.2%	4.2%	18.8%	6.3%	11.4%	11.2%	9.4%	6.7%	7.4%

Liquidità e Solvibilità 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Current Ratio	1.1	1.3	1.4	1.2	1.3	1.1	1.4	1.4	1.3	1.5
Quick Ratio	0.8	0.9	1.0	0.9	0.8	0.8	1.0	0.8	0.9	1.0
Debt / Equity	0.4	0.5	0.6	0.5	1.6	0.7	0.7	0.9	1.1	0.9
LT Debt / Equity	0.4	0.5	0.6	0.4	1.6	0.6	0.7	0.8	1.1	0.9
Interest Coverage	·	·	2.2	7.9	6.5	7.4	5.4	4.2	2.8	24.4

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Asset Turnover	0.4	0.4	0.5	0.5	0.5	0.6	0.6	0.6	·	·
Inventory Turnover	·	·	·	·	·	·	·	·	2.4	1.5
Receivables Turnover	6.5	5.9	8.0	10.3	9.9	9.9	9.9	10.6	·	·

Per Azione 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Book Value / Share	$29.97	$28.28	$27.44	$11.63	$9.68	$9.17	$8.25	$7.64	$6.90	$6.43
Revenue / Share	$24.56	$23.13	$21.88	$15.50	$12.72	$12.49	$12.01	$10.70	·	·
Cash Flow / Share	$5.23	$5.03	$3.23	$4.14	$2.85	$2.34	$3.03	$1.32	$1.35	$1.65
Cash / Share	$2.86	$2.89	$3.15	$4.46	$2.95	$2.54	$3.29	$2.19	$2.50	$1.95
EPS (TTM)	$2.04	$2.01	$1.04	$2.86	$1.36	$1.54	$1.36	$1.11	$0.69	$0.85

Tassi di Crescita 9

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Revenue YoY	7.1%	16.4%	112.2%	22.4%	2.9%	·	·	·	·	·
Revenue CAGR 3Y	38.3%	44.6%	38.8%	·	·	·	·	·	·	·
Revenue CAGR 5Y	27.2%	·	·	·	·	·	·	·	·	·
EPS YoY	1.5%	93.3%	-63.6%	110.3%	-11.7%	·	·	·	·	·
EPS CAGR 3Y	-10.7%	13.9%	-12.3%	·	·	·	·	·	·	·
EPS CAGR 5Y	5.8%	·	·	·	·	·	·	·	·	·
Net Income YoY	3.7%	100.0%	-35.4%	110.5%	-10.7%	·	·	·	·	·
Net Income CAGR 3Y	10.2%	39.6%	6.7%	·	·	·	·	·	·	·
Net Income CAGR 5Y	20.3%	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Revenue TTM	$4.59B	$4.28B	$3.68B	$1.73B	$1.42B	$1.38B	$1.32B	$1.17B	$971M	$1.13B
Net Income TTM	$428M	$413M	$206M	$320M	$152M	$170M	$149M	$121M	$75M	$92M
Market Cap	$19.12B	$16.66B	$12.23B	$6.41B	$6.77B	$7.64B	$4.70B	$3.56B	$3.21B	$3.63B
Enterprise Value	$21.06B	$18.78B	$14.74B	$6.53B	$8.19B	$8.03B	$4.99B	$4.05B	$3.76B	$4.04B
P/E	50.4	44.9	64.3	20.2	45.0	45.2	31.6	29.5	43.4	40.0
P/S	4.2	3.9	3.3	3.7	4.8	5.5	3.6	3.0	3.3	3.2
P/B	3.4	3.2	2.4	5.0	6.3	7.6	5.2	4.3	4.3	5.3
P / Tangible Book	·	·	·	354.3	·	·	·	·	·	·
P / Cash Flow	19.5	17.9	22.5	13.8	21.3	29.6	14.1	24.6	22.0	20.5
P / FCF	26.6	21.8	38.7	14.9	22.0	31.4	14.7	27.9	23.7	22.9
EV / EBITDA	17.6	15.6	17.9	11.8	25.0	23.7	17.0	16.1	23.5	22.9
EV / FCF	29.3	24.6	46.6	15.1	26.6	33.0	15.6	31.8	27.8	25.5
EV / Revenue	4.6	4.4	4.0	3.8	5.8	5.8	3.8	3.5	3.9	3.6
Dividend Yield	·	1.2%	2.4%	1.8%	1.5%	1.2%	1.8%	2.1%	2.3%	1.9%
Earnings Yield	2.0%	2.2%	1.6%	5.0%	2.2%	2.2%	3.2%	3.4%	2.3%	2.5%
Payout Ratio	·	49.9%	144.3%	36.0%	68.3%	53.9%	55.4%	62.3%	97.0%	76.7%
Annual Payout	·	$206M	$298M	$115M	$104M	$92M	$83M	$76M	$73M	$70M

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	$1.32B	$1.23B	$1.20B	$1.09B	$1.19B	$1.11B	$1.14B	$982M	$1.10B	$1.06B	$1.04B	$1.02B	$1.11B	$512M	$444M	$412M
SG&A Expense	$211M	$214M	$260M	$218M	$222M	$205M	$189M	$178M	$209M	$198M	$198M	$204M	$194M	$148M	$136M	$133M
Operating Expenses	$1.09B	$1.02B	$1.03B	$936M	$982M	$920M	$935M	$829M	$894M	$868M	$871M	$874M	$930M	$538M	$379M	$348M
Operating Income	$225M	$218M	$177M	$158M	$189M	$190M	$207M	$153M	$202M	$199M	$171M	$146M	$180M	$-25M	$66M	$64M
Interest Expense	·	·	·	·	·	·	·	·	$60M	$64M	·	$64M	$65M	$21M	·	$9M
Interest Income	$3M	$3M	$4M	$4M	$4M	$3M	$6M	$7M	$7M	$7M	$6M	$4M	$5M	$6M	$4M	$2M
Other Non-op	$800.0K	$-2M	$600.0K	$-2M	$200.0K	$700.0K	$500.0K	$-1M	$-200.0K	$-800.0K	$2M	$400.0K	$200.0K	$2M	$-1M	$1M
Pretax Income	$186M	$173M	$136M	$112M	$146M	$143M	$160M	$102M	$148M	$140M	$114M	$86M	$119M	$-38M	$59M	$58M
Income Tax	$42M	$38M	$26M	$16M	$36M	$30M	$42M	$26M	$37M	$32M	$30M	$23M	$33M	$-9M	$14M	$15M
Net Income	$144M	$136M	$110M	$96M	$110M	$113M	$118M	$76M	$111M	$107M	$84M	$63M	$87M	$-28M	$45M	$43M
EPS (Basic)	$0.71	$0.67	$0.53	$0.43	$0.54	$0.56	$0.59	$0.36	$0.55	$0.53	$0.60	$0.30	$0.43	$-0.28	$0.41	$0.39
EPS (Diluted)	$0.71	$0.66	$0.53	$0.43	$0.53	$0.55	$0.58	$0.36	$0.54	$0.53	$0.60	$0.30	$0.42	$-0.28	$0.40	$0.38
Shares (Basic)	185,800,000	186,000,000	·	185,600,000	185,400,000	184,800,000	·	184,300,000	183,887,145	183,059,321	·	182,148,717	181,860,026	120,487,251	·	110,838,237
Shares (Diluted)	186,900,000	187,500,000	·	187,100,000	186,600,000	186,400,000	·	185,500,000	184,912,584	184,581,054	·	183,601,601	182,810,399	120,487,251	·	112,209,535
EBITDA	$355M	$344M	·	$283M	$305M	$304M	·	$265M	$312M	$307M	·	$247M	$289M	$11M	·	$88M

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	$525M	$667M	$532M	$675M	$710M	$578M	$534M	$651M	$600M	$463M	·	$428M	$433M	$568M	·	$439M
Receivables	$854M	$895M	$706M	$698M	$766M	$770M	$709M	$736M	$912M	$945M	·	$909M	$895M	$789M	·	·
Inventory	$138M	$119M	$140M	$121M	$95M	$133M	$122M	$164M	$146M	$173M	·	$174M	$180M	$207M	·	$101M
Prepaid Expense	$66M	$62M	$74M	$58M	$57M	$61M	$52M	$61M	$57M	$60M	·	$66M	$71M	$75M	·	$22M
Other Current Assets	$96M	$98M	$108M	$83M	$80M	$77M	$77M	$82M	$83M	$95M	·	$83M	$84M	$83M	·	$28M
Current Assets	$1.89B	$2.09B	$1.78B	$1.87B	$1.94B	$1.78B	$1.71B	$1.86B	$1.97B	$1.88B	·	$1.83B	$1.83B	$1.83B	·	$954M
PP&E (Net)	$1.61B	$1.54B	$1.52B	$1.46B	$1.44B	$1.32B	$1.28B	$1.26B	$1.23B	$1.21B	·	$1.15B	$1.14B	$1.14B	$459M	$445M
PP&E (Gross)	·	·	$2.18B	·	·	·	$1.83B	·	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$658M	·	·	·	$550M	·	·	·	·	·	·	·	·	·
Goodwill	$4.93B	$4.66B	$4.67B	$4.68B	$4.53B	$4.52B	$4.51B	$4.54B	$4.53B	$4.53B	$4.54B	$4.51B	$4.71B	$4.77B	$949M	$947M
Intangibles	$2.39B	$2.39B	$2.46B	$2.53B	$2.57B	$2.61B	$2.67B	$2.74B	$2.79B	$2.85B	·	$2.95B	$2.73B	$2.67B	·	$323M
Other Non-current Assets	$131M	$150M	$149M	$152M	$152M	$141M	$98M	$97M	$93M	$93M	·	$91M	$81M	$75M	·	$148M
Total Assets	$12.49B	$12.40B	$12.14B	$12.24B	$12.16B	$11.89B	$11.81B	$11.93B	$12.08B	$12.05B	·	$12.01B	$11.91B	$11.87B	·	$2.82B
Accounts Payable	$691M	$664M	$836M	$746M	$675M	$619M	$782M	$741M	$709M	$619M	·	$579M	$609M	$558M	·	$266M
Accrued Liabilities	$278M	$212M	$348M	$264M	$239M	$193M	$237M	$210M	$238M	$210M	·	$238M	$236M	$218M	·	·
Short-term Debt	$18M	$282M	$138M	$74M	$89M	$63M	$28M	$31M	$30M	$25M	·	$5M	$17M	$24M	·	$2M
Current Liabilities	$1.44B	$1.84B	$1.62B	$1.52B	$1.52B	$1.36B	$1.33B	$1.45B	$1.52B	$1.46B	·	$1.40B	$1.38B	$1.40B	·	$752M
Capital Leases	$1.45B	$1.47B	$1.46B	$1.45B	$1.43B	$1.42B	$1.43B	$1.33B	$1.35B	$1.34B	·	$1.34B	$1.28B	$1.27B	·	$104M
Deferred Tax	$559M	$559M	$559M	$606M	$609M	$604M	$609M	$640M	$657M	$674M	·	$716M	$669M	$658M	·	$61M
Other Non-current Liabilities	$159M	$158M	$158M	$172M	$129M	$104M	$97M	$91M	$88M	$85M	·	$71M	$56M	$59M	·	$137M
Total Liabilities	$6.44B	$6.30B	$6.08B	$6.26B	$6.21B	$6.11B	$6.09B	$6.23B	$6.43B	$6.49B	·	$6.61B	$6.50B	$6.51B	·	$1.58B
Long-term Debt	$2.89B	$2.32B	$2.33B	$2.57B	$2.58B	$2.63B	$2.63B	$2.73B	$2.83B	$2.93B	·	$3.12B	$3.12B	$3.22B	·	$637M
Total Debt	$2.90B	$2.60B	·	$2.64B	$2.67B	$2.69B	·	$2.76B	$2.86B	$2.95B	·	$3.13B	$3.14B	$3.24B	·	$639M
Common Stock	$4.25B	$4.36B	$4.37B	$4.33B	$4.30B	$4.26B	$4.26B	$4.14B	$4.13B	$4.09B	·	$4.01B	$4.00B	$3.98B	·	$239M
Retained Earnings	$1.40B	$1.32B	$1.25B	$1.21B	$1.19B	$1.14B	$1.09B	$1.03B	$1.02B	$968M	·	$892M	$887M	$858M	·	$1.03B
AOCI	$-82M	$-65M	$-48M	$-63M	$-40M	$-114M	$-125M	$-51M	$-80M	$-69M	·	$-84M	$-52M	$-70M	·	$-110M
Stockholders' Equity	$5.57B	$5.62B	$5.57B	$5.48B	$5.45B	$5.28B	$5.22B	$5.21B	$5.16B	$5.07B	·	$4.91B	$4.92B	$4.86B	·	$1.24B
Liabilities + Equity	$12.49B	$12.40B	$12.14B	$12.24B	$12.16B	$11.89B	$11.81B	$11.93B	$12.08B	$12.05B	·	$12.01B	$11.91B	$11.87B	·	$2.82B
Shares Outstanding	185,100,000	186,300,000	185,900,000	185,700,000	185,543,198	185,148,007	184,700,000	184,407,685	184,238,275	183,610,424	·	182,249,852	·	181,788,431	110,881,363	110,870,783

Flusso di cassa 17

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$130M	$127M	$128M	$125M	$117M	$114M	$114M	$112M	$110M	$108M	$105M	$101M	$110M	$36M	$24M	$24M
Stock-based Comp	$18M	$16M	$2M	$23M	$26M	$16M	$17M	$10M	$20M	$15M	$16M	$15M	$13M	$12M	$10M	$10M
Deferred Tax	·	·	$-54M	$0	$5M	$-5M	$-25M	$-14M	$-21M	$-10M	$-34M	$-13M	$-15M	$-3M	$-8M	$-2M
Other Non-cash	·	$-152M	·	·	·	$-207M	·	·	·	$-237M	·	·	·	$-162M	·	·
Operating Cash Flow	$142M	$224M	$255M	$240M	$326M	$157M	$184M	$285M	$337M	$125M	$337M	$157M	$107M	$-57M	$199M	$66M
CapEx	$78M	$52M	$69M	$51M	$85M	$54M	$57M	$37M	$29M	$45M	$74M	$61M	$69M	$24M	$6M	$22M
Investing Cash Flow	$-446M	$-79M	$-88M	$-237M	$-126M	$-102M	$-92M	$-78M	$-54M	$-78M	$-106M	$-110M	$-70M	$-2.82B	$-31M	$-32M
Debt Issued	·	·	$0	$0	·	·	$0	$0	$0	$0	$0	$0	$0	$3.17B	$0	·
Net Debt Issued	·	$-13M	·	·	·	$-1M	·	·	·	$-151M	·	·	·	$2.67B	·	·
Stock Repurchased	$150M	·	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Net Stock Activity	$-150M	·	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Dividends Paid	·	·	·	$58M	$54M	$54M	·	$54M	$50M	$49M	·	$49M	$49M	$150M	$30M	$30M
Financing Cash Flow	$104M	$24M	$-235M	$-96M	$-86M	$-45M	$-154M	$-169M	$-132M	$-191M	$-53M	$-55M	$-174M	$2.96B	$-64M	$-38M
Net Change in Cash	$-204M	$165M	$-58M	$-103M	$134M	$13M	$-81M	$44M	$148M	$-150M	$189M	$-14M	$-134M	$81M	$111M	$-17M
Taxes Paid	·	·	$36M	$48M	$99M	$43M	$45M	$43M	$90M	$23M	$24M	$33M	$72M	$51M	$10M	$5M
Free Cash Flow	·	$173M	·	·	·	$102M	·	·	·	$80M	·	·	·	$-81M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$31M	·	·	·	$-97M	·	·

Redditività 7

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
Operating Margin	17.1%	17.6%	·	14.5%	15.9%	17.1%	·	15.6%	18.4%	18.7%	·	14.3%	16.2%	-4.9%	·	15.5%
Net Margin	10.9%	11.0%	·	8.7%	9.3%	10.2%	·	7.8%	10.1%	10.1%	·	6.2%	7.8%	-5.5%	·	10.4%
Pretax Margin	14.1%	14.0%	·	10.2%	12.3%	12.9%	·	10.4%	13.5%	13.1%	·	8.5%	10.8%	-7.3%	·	14.0%
EBITDA Margin	27.0%	27.9%	·	25.9%	25.7%	27.4%	·	27.0%	28.5%	28.8%	·	24.2%	26.1%	2.2%	·	21.4%
ROA	1.2%	1.1%	·	0.79%	0.91%	0.95%	·	0.64%	0.93%	0.90%	·	0.85%	1.2%	-0.38%	·	1.6%
ROE	2.6%	2.5%	·	1.8%	2.1%	2.2%	·	1.5%	2.2%	2.2%	·	2.1%	2.9%	-0.92%	·	3.7%
ROIC	2.1%	2.1%	·	1.7%	1.8%	1.9%	·	1.4%	1.9%	1.9%	·	1.3%	1.6%	-0.23%	·	2.5%

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	1.3	1.1	·	1.2	1.3	1.3	·	1.3	1.3	1.3	·	1.3	1.3	1.3	·	1.3
Quick Ratio	1.0	0.9	·	0.9	1.0	1.0	·	1.0	1.0	1.0	·	1.0	1.0	1.0	·	0.6
Debt / Equity	0.5	0.5	·	0.5	0.5	0.5	·	0.5	0.6	0.6	·	0.6	0.6	0.7	·	0.5
LT Debt / Equity	0.5	0.4	·	0.5	0.5	0.5	·	0.5	0.5	0.6	·	0.6	0.6	0.6	·	0.5
Interest Coverage	·	·	·	·	·	·	·	·	3.4	3.1	·	2.3	2.8	-1.2	·	7.0

Efficienza 2

Metrica	Tendenza	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover		0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.2	0.1	·	0.2
Receivables Turnover		1.6	1.5	·	1.5	1.4	1.3	·	1.2	1.2	1.2	·	1.8	1.8	1.0	·	·

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	$30.08	$30.16	·	$29.53	$29.39	$28.54	·	$28.25	$27.98	$27.59	·	$26.95	·	$26.74	·	$11.17
Revenue / Share	$7.05	$6.58	·	$5.84	$6.35	$5.95	·	$5.29	$5.93	$5.77	·	$5.55	$6.05	$4.25	·	$3.67
Cash Flow / Share	·	$1.20	·	·	·	$0.84	·	·	·	$0.68	·	·	·	$-0.48	·	·
Cash / Share	$2.84	$3.58	·	$3.63	$3.83	$3.12	·	$3.53	$3.25	$2.52	·	$2.35	·	$3.13	·	$3.96
Dividend / Share	$0.31	$0.31	$0.31	$0.31	$0.29	$0.29	$0.29	$0.29	$0.27	$0.27	$0.27	$0.27	$0.27	·	$0.27	$0.27
EPS (TTM)	$2.33	$2.15	·	$2.09	$2.02	$2.03	·	$2.03	$1.97	$1.85	·	$0.84	$0.92	$0.98	·	$2.73

Valutazione (TTM) 13

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$4.85B	$4.72B	·	$4.53B	$4.42B	$4.33B	·	$4.18B	$4.22B	$4.23B	·	$3.08B	$2.47B	$1.85B	·	$1.65B
Net Income TTM	$484M	$450M	·	$437M	$418M	$419M	·	$379M	$366M	$342M	·	$168M	$147M	$114M	·	$305M
Market Cap	$21.55B	$17.86B	·	$20.12B	$19.70B	$18.57B	·	$14.84B	$14.07B	$13.99B	·	$11.39B	·	$10.23B	·	$6.93B
Enterprise Value	$23.93B	$19.79B	·	$22.09B	$21.66B	$20.68B	·	$16.95B	$16.33B	$16.47B	·	$14.09B	·	$12.91B	·	$7.13B
P/E	50.0	44.6	·	51.8	52.6	49.4	·	39.7	38.8	41.2	·	74.4	65.2	57.4	·	22.9
P/S	4.4	3.8	·	4.4	4.5	4.3	·	3.5	3.3	3.3	·	3.7	·	5.5	·	4.2
P/B	3.9	3.2	·	3.7	3.6	3.5	·	2.8	2.7	2.8	·	2.3	·	2.1	·	5.6
P / Cash Flow	·	79.7	·	·	·	118.4	·	·	·	112.1	·	·	·	-178.6	·	·
EV / Revenue	4.9	4.2	·	4.9	4.9	4.8	·	4.1	3.9	3.9	·	4.6	·	7.0	·	4.3
Dividend Yield	·	·	·	·	·	·	·	·	·	·	·	2.5%	·	2.3%	·	1.6%
Earnings Yield	2.0%	2.2%	·	1.9%	1.9%	2.0%	·	2.5%	2.6%	2.4%	·	1.3%	1.5%	1.7%	·	4.4%
Payout Ratio	·	·	·	·	·	47.2%	·	·	·	45.9%	·	·	·	-535.2%	·	·
Annual Payout	·	·	·	·	·	·	·	·	·	·	·	$279M	$259M	$238M	·	$113M

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	$4.59B	$4.28B	$3.68B	$1.73B	$1.42B
Margine Operativo %	15.5%	17.8%	12.8%	26.2%	17.0%
Utile netto	$428M	$413M	$206M	$320M	$152M
EPS Diluito	$2.04	$2.01	$1.04	$2.86	$1.36

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debito / Patrimonio Netto	0.4	0.5	0.6	0.5	1.6
Rapporto corrente	1.1	1.3	1.4	1.2	1.3
Quick Ratio	0.8	0.9	1.0	0.9	0.8

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$719M	$765M	$316M	$431M	$308M

Proprietari istituzionali (13F) 597 filer · $23.0B 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 597

Valore detenuto $23.0B

Nuove posizioni 66

Posizioni chiuse 36

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
66 (-6 vs trimestre precedente)	36 (-14 vs trimestre precedente)	219 (+10 vs trimestre precedente)	185 (+10 vs trimestre precedente)	+2.3M

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
VANGUARD GROUP INC	$2.602.775.217	25.295.272	11,33%	Azioni
BlackRock, Inc.	$1.816.059.043	15.595.183	7,91%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$1.563.751.004	13.429.931	6,81%	Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.399.387.382	11.723.635	6,09%	Azioni
EdgePoint Investment Group Inc.	$1.112.150.188	9.562.646	4,84%	Azioni
FIL Ltd	$1.022.990.084	8.786.787	4,45%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$987.238.879	8.477.792	4,30%	Azioni
STATE STREET CORP	$764.596.592	6.566.327	3,33%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$614.106.820	5.280.676	2,67%	Azioni
ROYAL BANK OF CANADA	$581.046.000	4.989.662	2,53%	Azioni
Vontobel Holding Ltd.	$458.343.940	3.935.972	2,00%	Azioni
Fiera Capital Corp	$421.846.296	3.630.060	1,84%	Azioni
JANUS HENDERSON GROUP PLC	$418.876.323	4.371.610	1,82%	Azioni
1832 Asset Management L.P.	$389.800.421	3.347.363	1,70%	Azioni
VANGUARD FIDUCIARY TRUST CO	$328.954.458	2.825.308	1,43%	Azioni
FMR LLC	$309.158.203	2.654.975	1,35%	Azioni
LAZARD ASSET MANAGEMENT LLC	$308.481.600	2.649.048	1,34%	Azioni
NORGES BANK	$292.666.279	2.514.982	1,27%	Azioni
COOKE & BIELER LP	$288.782.608	2.479.885	1,26%	Azioni
BANK OF MONTREAL /CAN/	$284.999.273	2.450.521	1,24%	Azioni
Boston Partners	$263.582.937	2.263.866	1,15%	Azioni
Invesco Ltd.	$249.224.904	2.140.188	1,08%	Azioni
HAWK RIDGE CAPITAL MANAGEMENT LP	$227.412.177	1.952.874	0,99%	Azioni
RAYMOND JAMES FINANCIAL INC	$209.120.788	1.795.799	0,91%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$201.813.356	1.734.133	0,88%	Azioni
MORGAN STANLEY	$196.924.644	1.691.064	0,86%	Azioni
JARISLOWSKY, FRASER Ltd	$195.640.130	1.805.849	0,85%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$190.964.319	1.640.181	0,83%	Azioni
Caisse de depot et placement du Quebec	$183.651.176	1.577.664	0,80%	Azioni
GOLDMAN SACHS GROUP INC	$178.254.836	1.530.741	0,78%	Azioni
BANK OF AMERICA CORP /DE/	$171.620.880	1.473.773	0,75%	Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$171.334.849	1.474.464	0,75%	Azioni
MACKENZIE FINANCIAL CORP	$166.061.529	1.005.763	0,72%	Azioni
Holocene Advisors, LP	$164.164.805	1.409.745	0,71%	Azioni
Canoe Financial LP	$162.924.317	1.400.855	0,71%	Azioni
TD Asset Management Inc	$155.354.249	1.334.778	0,68%	Azioni
Connor, Clark & Lunn Investment Management Ltd.	$152.994.480	1.315.495	0,67%	Azioni
NORTHERN TRUST CORP	$151.233.149	1.298.696	0,66%	Azioni
JPMORGAN CHASE & CO	$121.948.238	1.070.190	0,53%	Azioni
RIVERBRIDGE PARTNERS LLC	$119.709.622	1.027.992	0,52%	Azioni
Legal & General Group Plc	$113.034.481	971.186	0,49%	Azioni
Bank of New York Mellon Corp	$111.020.711	953.377	0,48%	Azioni
Vanguard Global Advisers, LLC	$100.418.973	862.553	0,44%	Azioni
CIBC Asset Management Inc	$91.883.650	775.230	0,40%	Azioni
DIMENSIONAL FUND ADVISORS LP	$79.836.700	685.652	0,35%	Azioni
JONES FINANCIAL COMPANIES LLLP	$76.521.566	663.616	0,33%	Azioni
Swiss National Bank	$69.768.145	601.043	0,30%	Azioni
Blue Grotto Capital, LLC	$68.014.020	584.062	0,30%	Azioni
Nuveen, LLC	$63.891.743	548.787	0,28%	Azioni
EVENTIDE ASSET MANAGEMENT, LLC	$61.538.023	528.645	0,27%	Azioni

Mostra tutti i 597 proprietari istituzionali →

Attivisti e proprietari del 5%+ 1 partecipazione

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 III LP, Starboard Value and Opportunity Master Fund L LP, Starboard Value and Opportunity S LLC, Starboard Value and Opportunity C LP, Starboard X Master Fund II LP, Starboard Value A LP, Starboard Value A GP LLC, Starboard Value R LP, Starboard Value L LP, Starboard Value R GP LLC, STARBOARD VALUE GP LLC, Starboard Principal Co LP, Starboard Principal Co GP LLC, Jeffrey C. Smith, Peter A. Feld ×2 depositi	10 Aprile 2023	·	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 53 insider · 29 dirigenti · 24 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Acquisti 12m	Vendite 12m	Netto 12m
James Francis Kessler	Chief Executive Officer	17 Settembre 2026 A	255.024	0	1	$-2.385.330
Ravichandra Krishnamurty Saligram	CEO	03 Settembre 2019 F	140.454	0	0	$0
Eric Guerin	Chief Financial Officer	17 Settembre 2026 A	9.410	0	0	$0
Eric Douglas Jacobs	Chief Financial Officer	06 Giugno 2022 A	·	0	0	$0
Sharon Ruth Driscoll	Chief Financial Officer	14 Marzo 2022 F	24.383	0	0	$0
Karl William Werner	President, International	16 Marzo 2021 S	0	0	0	$0
Kieran Colquhoun Holm	President, Canada	15 Marzo 2021 F	16.492	0	0	$0
Jim Barr	Group President	20 Dicembre 2017 A	0	0	0	$0
Randall James Wall	President, Canada	10 Marzo 2017 M	0	0	0	$0
Terrence J. Dolan	President, US & Latin America	02 Marzo 2016 A	·	0	0	$0
Jennifer Laura Schmit	Chief People Officer	17 Settembre 2026 A	1.843	0	0	$0
Michael Thomas Steven Lewis	Chief Operations Officer	17 Settembre 2026 A	2.501	0	0	$0
Christopher Carlson	Chief Accounting Officer	17 Settembre 2026 A	3.514	0	2	$-32.650
Darren Jeffrey Watt	Chief Legal Officer	17 Settembre 2026 A	31.216	0	0	$0
Nancy Elizabeth King	Chief Technology Officer	18 Settembre 2025 A	2.539	0	0	$0
James J Jeter	Chief Revenue Officer	13 Agosto 2025 M	14.167	0	0	$0
Andrew John Fesler	Chief People Officer	20 Giugno 2025 A	5.532	0	0	$0
Baron Concors	Chief Product & Tech. Officer	21 Maggio 2024 S	15.487	0	0	$0
Megan Anne Cash	Principal Fin. & Acctg Officer	21 Dicembre 2023 A	0	0	0	$0
Carmen D Thiede	CTO and People Officer	08 Agosto 2023 A	24.821	0	0	$0
Kari R Taylor	Chief Revenue Officer	17 Giugno 2022 A	5.538	0	0	$0
Matthew Ackley	Chief Marketing Officer	12 Maggio 2022 M	0	0	0	$0
Kevin Alan Geisner	Chief Strategy Officer	15 Marzo 2022 A	367	0	0	$0
Todd Donald Wohler	Chief Human Resources Officer	20 Marzo 2020 M	13.756	0	0	$0
Marianne Marck	Chief Information Officer	20 Marzo 2020 M	6.437	0	0	$0
Douglas P. Feick	SVP, Corp Dev & Intgr Opt	07 Marzo 2019 A	516	0	0	$0
Jeroen Laurentius Johanus Rijk	Sr. VP, Managing Director, Eur	10 Marzo 2017 M	0	0	0	$0
Douglas William Olive	Sr. VP, Pricing & Appraisals	10 Marzo 2017 M	0	0	0	$0
Becky L. Alseth	Chief Marketing Officer	02 Marzo 2017 A	·	0	0	$0
Chloe Harford	Direttore	17 Settembre 2026 A	1.200	1	0	$100.488
Timothy J. O'Day	Direttore	17 Settembre 2026 A	1.500	0	0	$0
Deborah Stein	Direttore	17 Settembre 2026 A	2.325	7	0	$265.503
Brian A Bales	Direttore	17 Settembre 2026 A	·	0	0	$0
Gregory B Morrison	Direttore	17 Settembre 2026 A	4.583	0	0	$0
Robert George Elton	Direttore	17 Settembre 2026 A	1.471	0	0	$0
Michael D Sieger	Direttore	17 Settembre 2026 A	7.619	0	0	$0
Carol Stephenson	Direttore	17 Settembre 2026 A	4.320	0	0	$0
Adam Dewitt	Direttore	17 Settembre 2026 A	7.783	0	0	$0
Sarah E. Raiss	Direttore	02 Marzo 2026 A	2.785	0	0	$0
Smith Jeffrey C	Direttore	18 Settembre 2024 A	·	0	0	$0
William J Breslin	Direttore	04 Marzo 2024 A	·	0	0	$0
Erik Olsson	Direttore	04 Marzo 2024 A	4.000	0	0	$0
Ann Fandozzi	Direttore	15 Febbraio 2024 A	0	0	0	$0
Lisa Hook	Direttore	20 Giugno 2023 A	1.860	0	0	$0
Mahesh Shah	Direttore	06 Marzo 2023 A	·	0	0	$0
Christopher Zimmerman	Direttore	06 Marzo 2023 A	0	0	0	$0
Amy Guggenheim Shenkan	Direttore	07 Marzo 2022 A	·	0	0	$0
Beverley Anne Briscoe	Direttore	07 Marzo 2022 A	·	0	0	$0
Kim J Fennell	Direttore	07 Marzo 2022 A	·	0	0	$0
Edward Baltazar Pitoniak	Direttore	08 Marzo 2019 A	7.281	0	0	$0
Eric Patel	Direttore	09 Marzo 2018 A	·	0	0	$0
Lisa A Pollina	Direttore	07 Marzo 2016 A	·	0	0	$0
Robert Alastair Mcleod	·	23 Settembre 2016 A	1.069	0	0	$0

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

Proprietà ETF Posseduti da 68 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
EBIZ · Global X Funds	3,87%	10.015 NS	31 Luglio 2026	N-PORT
GRW · TCW ETF Trust	2,43%	14.354 NS	31 Luglio 2026	N-PORT
MCOW · Pacer Funds Trust	1,89%	183 NS	31 Luglio 2026	N-PORT
IVOG · VANGUARD ADMIRAL FUNDS	1,14%	183.826 SH	19 Agosto 2026	Giornaliero
PID · Invesco Exchange-Traded Fund Trust	0,87%	89.246 SH	02 Ottobre 2026	Giornaliero
PAMC · Pacer Funds Trust	0,86%	4.219 NS	31 Luglio 2026	N-PORT
BBCA · J.P. Morgan Exchange-Traded Fund Tr…	0,64%	633.972 NS	31 Luglio 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,59%	2.468.563 SH	19 Agosto 2026	Giornaliero
IVOO · VANGUARD ADMIRAL FUNDS	0,59%	300.888 SH	19 Agosto 2026	Giornaliero
PTMC · Pacer Funds Trust	0,57%	20.501 NS	31 Luglio 2026	N-PORT
RFG · Invesco Exchange-Traded Fund Trust	0,56%	23.013 SH	02 Ottobre 2026	Giornaliero
QVMM · Invesco Exchange-Traded Fund Trust …	0,51%	25.798 SH	02 Ottobre 2026	Giornaliero
EWC · iShares, Inc.	0,49%	412.886 SH	11 Settembre 2026	Giornaliero
MIDU · Direxion Shares ETF Trust	0,44%	2.736 NS	31 Luglio 2026	N-PORT
VB · VANGUARD INDEX FUNDS	0,26%	4.272.749 SH	19 Agosto 2026	Giornaliero
IYC · iShares Trust	0,26%	37.241 SH	11 Settembre 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,24%	2.138.117 SH	19 Agosto 2026	Giornaliero
RWK · Invesco Exchange-Traded Fund Trust …	0,20%	31.193 SH	02 Ottobre 2026	Giornaliero
ESUM · Strategy Shares	0,18%	2.940 NS	31 Luglio 2026	N-PORT
ACVF · ETF Opportunities Trust	0,17%	2.343 NS	31 Luglio 2026	N-PORT
IWS · iShares Trust	0,15%	277.844 SH	11 Settembre 2026	Giornaliero
ESLG · Strategy Shares	0,14%	301 NS	31 Luglio 2026	N-PORT
ESLV · Strategy Shares	0,11%	148 NS	31 Luglio 2026	N-PORT
DIHP · Dimensional ETF Trust	0,11%	64.527 NS	31 Luglio 2026	N-PORT
IWR · iShares Trust	0,11%	763.807 SH	11 Settembre 2026	Giornaliero
VIG · VANGUARD SPECIALIZED FUNDS	0,09%	1.052.497 SH	19 Agosto 2026	Giornaliero
BKIE · BNY Mellon ETF Trust	0,08%	9.477 NS	31 Luglio 2026	N-PORT
DFAI · Dimensional ETF Trust	0,08%	119.562 NS	31 Luglio 2026	N-PORT
VEA · VANGUARD TAX-MANAGED FUNDS	0,07%	1.816.430 SH	19 Agosto 2026	Giornaliero
IGRO · iShares Trust	0,07%	11.076 SH	11 Settembre 2026	Giornaliero
DFSI · Dimensional ETF Trust	0,06%	6.704 NS	31 Luglio 2026	N-PORT
EQAL · Invesco Exchange-Traded Fund Trust …	0,06%	6.195 SH	02 Ottobre 2026	Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS	0,06%	112.283 SH	19 Agosto 2026	Giornaliero
VSGX · VANGUARD WORLD FUND	0,06%	134.342 SH	19 Agosto 2026	Giornaliero
VXUS · VANGUARD STAR FUNDS	0,05%	10.428.278 SH	19 Agosto 2026	Giornaliero
VEU · VANGUARD INTERNATIONAL EQUITY INDEX…	0,05%	434.258 SH	19 Agosto 2026	Giornaliero
IDEV · iShares Trust	0,05%	200.875 SH	10 Settembre 2026	Giornaliero
DFIC · Dimensional ETF Trust	0,05%	63.840 NS	31 Luglio 2026	N-PORT
PABD · iShares Trust	0,04%	1.699 SH	10 Settembre 2026	Giornaliero
IWD · iShares Trust	0,04%	412.627 SH	11 Settembre 2026	Giornaliero
IUSG · iShares Trust	0,04%	163.288 SH	11 Settembre 2026	Giornaliero
ACWX · iShares Trust	0,04%	60.563 SH	11 Settembre 2026	Giornaliero
TLTD · FlexShares Trust	0,04%	2.277 NS	31 Luglio 2026	N-PORT
IXUS · iShares Trust	0,04%	262.829 SH	11 Settembre 2026	Giornaliero
DFAX · Dimensional ETF Trust	0,03%	36.270 NS	31 Luglio 2026	N-PORT
IMFL · Invesco Exchange-Traded Self-Indexe…	0,03%	3.995 SH	02 Ottobre 2026	Giornaliero
VTI · VANGUARD INDEX FUNDS	0,03%	5.916.919 SH	19 Agosto 2026	Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS	0,03%	30.909 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,03%	15.693 SH	19 Agosto 2026	Giornaliero
PXF · Invesco Exchange-Traded Fund Trust …	0,02%	8.439 SH	02 Ottobre 2026	Giornaliero
DXIV · Dimensional ETF Trust	0,02%	438 NS	31 Luglio 2026	N-PORT
IYY · iShares Trust	0,02%	7.971 SH	10 Settembre 2026	Giornaliero
IWB · iShares Trust	0,02%	128.110 SH	11 Settembre 2026	Giornaliero
OMFL · Invesco Exchange-Traded Self-Indexe…	0,02%	12.306 SH	02 Ottobre 2026	Giornaliero
IWV · iShares Trust	0,02%	51.263 SH	11 Settembre 2026	Giornaliero
ITOT · iShares Trust	0,02%	242.378 SH	11 Settembre 2026	Giornaliero
SMDX · Tidal Trust III	0,02%	206 NS	31 Luglio 2026	N-PORT
TOK · iShares Trust	0,02%	483 SH	11 Settembre 2026	Giornaliero
URTH · iShares, Inc.	0,02%	16.516 SH	11 Settembre 2026	Giornaliero
ACWI · iShares Trust	0,01%	60.591 SH	11 Settembre 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,01%	628.196 SH	19 Agosto 2026	Giornaliero
VSS · VANGUARD INTERNATIONAL EQUITY INDEX…	0,01%	1.822.230 SH	19 Agosto 2026	Giornaliero
CRBN · iShares Trust	0,01%	1.118 SH	10 Settembre 2026	Giornaliero
VWO · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	6.846.715 SH	19 Agosto 2026	Giornaliero
FTLS · First Trust Exchange-Traded Fund III	-0,10%	-22.549 NS	31 Luglio 2026	N-PORT
IJH · iShares Trust	·	6.537.439 SH	11 Settembre 2026	Giornaliero
IJK · iShares Trust	·	1.080.422 SH	11 Settembre 2026	Giornaliero
XJH · iShares Trust	·	25.450 SH	08 Settembre 2026	Giornaliero

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

21

rating · 11 analisti COMPRA

Target mediano $130.00 +58,8%

5 45,5% Acquisto forte

5 45,5% Compra

1 9,1% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

11 analisti · 2026-09-29

Target medio $128.64 +57,1%

← Sotto tutti i target Prezzo attuale $81.88

Basso$104.00 Media$128.64 Alto$152.00

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
RBA	$19.12B	50.4	7.1%	9.3%	7.9%	·
CTAS	$68.53B	34.9	8.9%	17.8%	41.7%	50.7%
CPRT	$26.97B	18.8	0.41%	31.8%	16.2%	·
OPLN	$3.16B	-31.0	8.2%	9.2%	13.4%	·
UNF	·	22.3	0.20%	6.1%	6.9%	·
ACVA	$1.39B	-20.6	19.2%	-8.7%	-15.1%	·
VSTS	$666M	-16.3	-2.5%	-1.5%	-4.6%	·
HCSG	$1.33B	23.6	7.1%	3.2%	12.0%	·
LQDT	$1.02B	31.5	31.2%	5.9%	14.1%	43.8%
CVEO	$261M	-14.4	-6.3%	-3.1%	-9.8%	23.6%

Ultime notizie Notizie recenti che menzionano questa società

23

Australia: tassi al massimo da 15 anni, non esclude altri rialzi CNBC · 5 giorni, 1 ora fa RBA interest rate: Reserve Bank raises official cash rate to 4.35% in blow to mortgage holders The Guardian · 4 mesi, 4 settimane fa

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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RBA RB Global, Inc. Common Stock

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

RBA 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) 597 filer · $23.0B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 1 partecipazione

Insider aziendali 53 insider · 29 dirigenti · 24 direttori

Proprietà ETF Posseduti da 68 ETF

RBA 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

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