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

03

Prezzo $477.84

Capitalizzazione di Mercato (MRQ) $15.66B

P/E (TTM) 47.2

EPS (TTM) $10.12

Ricavi (TTM) $1.95B

ROE (TTM) 9.7%

D/E Debito/Patrimonio (MRQ) 0.2

Intervallo 52 sett. $402–$668

RBC Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04

intervallo

barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

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

06

Ricavi$1.87B

2020-03-28 → 2026-03-28

EPS$9.09

2020-03-28 → 2026-03-28

Flusso di cassa libero·

2020-03-28 → 2023-04-01

Margine netto16.4%

2020-03-28 → 2026-03-28

Valutazione e Rapporti 07–12

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

Metrica	RBC	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	47.2media 5 anni ≈47.5	≈47.5	33.5	Sopravvalutato
P/S (TTM)	8.0	·	4.8	Sopravvalutato
P/B (MRQ)	4.5	·	5.2	Sopravvalutato
EV / EBITDA	39.1	·	23.7	Sopravvalutato
Price / Cash Flow (Prezzo / Flusso di cassa)	37.6	·	20.1	Sopravvalutato
EV / Revenue (EV / Ricavi)	8.8	·	·	·
Prezzo / Valore contabile tangibile (MRQ)	7.4	·	·	·
PEG Ratio	≈2.3	·	·	·

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	RBC	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	45.2%media 5 anni ≈43.2%	≈43.2%	46.4%	In linea
Margine Operativo (TTM)	23.6%media 5 anni ≈21.7%	≈21.7%	20.8%	Di prim'ordine
EBITDA Margin (Margine EBITDA)	22.5%media 5 anni ≈25.6%	≈25.6%	23.6%	Di prim'ordine
Margine ante imposte (TTM)	21.1%media 5 anni ≈17.5%	≈17.5%	18.9%	Di prim'ordine
Margine di Profitto Netto (TTM)	16.4%media 5 anni ≈13.8%	≈13.8%	15.0%	Di prim'ordine
ROA (TTM)	6.4%media 5 anni ≈4.8%	≈4.8%	8.5%	Debole
ROE (TTM)	9.7%media 5 anni ≈7.8%	≈7.8%	15.2%	Debole
ROIC	7.7%media 5 anni ≈7.0%	≈7.0%	10.6%	Debole

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	RBC	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	0.2media 5 anni ≈0.4	≈0.4	0.5	Basso indebitamento
Rapporto corrente (MRQ)	2.5media 5 anni ≈2.9	≈2.9	2.1	Liquidità elevata
Quick Ratio	0.7media 5 anni ≈1.0	≈1.0	1.0	Bassa liquidità
Debito a lungo termine / Patrimonio netto (MRQ)	0.2media 5 anni ≈0.4	≈0.4	0.5	Basso indebitamento
Interest Coverage (Copertura degli interessi)	-8.5media 5 anni ≈1.5	≈1.5	12.0	Bassa liquidità

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

Metrica	RBC	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	14.3%media 5 anni ≈20.3%	≈20.3%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	8.4%media 5 anni ≈21.8%	≈21.8%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	25.2%	·	·	·
EPS YoY	18.1%media 5 anni ≈71.2%	≈71.2%	·	·
Net Income YoY (Utile Netto YoY)	16.8%media 5 anni ≈66.2%	≈66.2%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	22.5%media 5 anni ≈38.1%	≈38.1%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	20.5%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	19.9%media 5 anni ≈39.2%	≈39.2%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	26.1%	·	·	·

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

Metrica	RBC	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$9.09media 5 anni ≈$7.04	≈$7.04	·	·
Revenue / Share (Ricavi / Azione)	$59.14media 5 anni ≈$54.26	≈$54.26	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$13.14media 5 anni ≈$9.95	≈$9.95	·	·
Cash / Share (Liquidità / Azione)	$1.75	·	·	·

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

Metrica	RBC	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.4media 5 anni ≈0.3	≈0.3	0.7	Debole
Inventory Turnover (Rotazione delle scorte)	1.5media 5 anni ≈1.5	≈1.5	3.7	Debole
Receivables Turnover (Rotazione dei crediti)	5.8media 5 anni ≈6.0	≈6.0	6.2	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$321.7K	·	·	·

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

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

13

Pagamento annualizzato≈$1.40Pagato trimestralmente

Data ex-dividendo	Importo	Valuta	Rendimento
Set 29, 2022	$0,35	USD	≈4.0%
Giu 29, 2022	$0,35	USD	≈4.6%
Mar 30, 2022	$0,33	USD	≈4.3%
Dic 30, 2021	$0,33	USD	≈4.1%
Ott 5, 2021	$6,99	USD	≈3.8%
Set 30, 2021	$0,33	USD	≈0.59%
Lug 1, 2021	$0,33	USD	≈0.61%
Mar 31, 2021	$0,30	USD	≈0.61%
Dic 30, 2020	$0,30	USD	≈0.67%
Set 24, 2020	$0,30	USD	≈1.0%
Giu 25, 2020	$0,30	USD	≈0.90%
Mar 26, 2020	$0,30	USD	≈0.99%
Dic 26, 2019	$0,30	USD	≈0.74%
Set 26, 2019	$0,30	USD	≈0.54%
Giu 27, 2019	$0,30	USD	≈0.35%
Mar 28, 2019	$0,28	USD	≈0.22%
Mag 28, 2014	$2,00	USD	≈3.4%

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

14

Sorpresa media 6.0%

Prossimo report Ott 29, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026		$3.88	$3.46	12.1%
31 Marzo 2026	Mag 15, 2026	$3.62	$3.35	8.0%
31 Dicembre 2025		$3.04	$2.89	5.2%
30 Settembre 2025		$2.88	$2.76	4.3%
30 Giugno 2025		$2.84	$2.77	2.5%
31 Marzo 2025		$2.83	$2.73	3.7%

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

15

Conto Economico 16

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue	$1.87B	$1.64B	$1.56B	$1.47B	$943M	$609M	$727M	$703M	$675M	$615M	$597M	$445M
Cost of Revenue	$1.04B	$910M	$890M	$864M	$586M	$375M	$438M	$426M	$416M	$385M	$379M	$275M
Gross Profit	$830M	$726M	$670M	$605M	$357M	$234M	$289M	$277M	$259M	$230M	$219M	$170M
R&D Expense	$34M	$33M	$33M	$32M	$28M	·	·	·	·	·	·	·
SG&A Expense	$316M	$279M	$254M	$230M	$168M	$103M	$130M	$118M	$113M	$103M	$99M	$76M
Operating Income	$421M	$370M	$342M	$293M	$121M	$115M	$149M	$132M	$129M	$115M	$104M	$88M
Interest Expense	$-50M	$-60M	$-79M	$77M	$42M	$1M	$2M	$5M	$8M	$9M	$9M	$1M
Other Non-op	$-2M	$2M	$-2M	$-7M	$-900.0K	$0	$-761.0K	$-772.0K	$-1M	$-996.0K	$-334.0K	$-3M
Pretax Income	$369M	$312M	$262M	$210M	$79M	$113M	$147M	$126M	$120M	$105M	$95M	$85M
Income Tax	$82M	$66M	$52M	$43M	$24M	$23M	$26M	$21M	$33M	$34M	$31M	$26M
Net Income	$288M	$246M	$210M	$167M	$55M	$90M	$120M	$105M	$87M	$71M	$64M	$58M
EPS (Basic)	$9.14	$7.76	$6.47	$5.00	$1.58	$3.63	$4.89	$4.32	$3.64	$3.00	$2.75	$2.52
EPS (Diluted)	$9.09	$7.70	$6.41	$4.94	$1.56	$3.58	$4.81	$4.26	$3.58	$2.97	$2.72	$2.49
Shares (Basic)	31,481,360	30,136,501	28,917,008	28,764,092	26,946,355	24,851,344	24,632,637	24,357,684	23,948,565	23,521,615	23,208,686	23,073,940
Shares (Diluted)	31,634,888	30,354,470	29,189,056	29,072,429	27,311,029	25,149,405	25,025,615	24,716,213	24,363,789	23,784,636	23,508,418	23,385,061
EBITDA	$421M	$370M	$462M	$408M	$121M	$144M	$188M	$162M	$157M	$141M	$130M	$103M

Stato Patrimoniale 30

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Cash & Equivalents	$57M	$37M	$64M	$65M	$183M	$151M	$103M	$30M	$54M	$39M	$39M	$125M
Short-term Investments	·	·	·	·	·	$90M	·	·	·	·	·	$0
Receivables	$341M	$308M	$255M	$240M	$248M	$110M	$129M	$131M	$117M	$110M	$102M	$77M
Inventory	$763M	$654M	$623M	$587M	$516M	$364M	$367M	$335M	$306M	$290M	$281M	$206M
Prepaid Expense	$29M	$28M	$24M	$21M	$16M	$12M	$12M	$8M	$6M	$10M	$7M	$5M
Current Assets	$1.19B	$1.03B	$966M	$913M	$962M	$728M	$612M	$503M	$484M	$448M	$429M	$425M
PP&E (Net)	$419M	$359M	$361M	$375M	$387M	$208M	$220M	$208M	$193M	$184M	$185M	$142M
PP&E (Gross)	$844M	$738M	$698M	$672M	$639M	$431M	$430M	$395M	$366M	$340M	$328M	$275M
Accum. Depreciation	$425M	$379M	$337M	$297M	$252M	$223M	$210M	$187M	$173M	$156M	$143M	$133M
Goodwill	$2.00B	$1.87B	$1.87B	$1.87B	$1.90B	$278M	$278M	$261M	$268M	$268M	$267M	$43M
Intangibles	$1.38B	$1.33B	$1.39B	$1.45B	$1.51B	$154M	$163M	$156M	$184M	$197M	$207M	$12M
Other Non-current Assets	$64M	$43M	$44M	$38M	$38M	$30M	$21M	$19M	$15M	$12M	$10M	$10M
Total Assets	$5.12B	$4.69B	$4.68B	$4.69B	$4.85B	$1.43B	$1.32B	$1.15B	$1.14B	$1.11B	$1.10B	$632M
Accounts Payable	$147M	$138M	$116M	$147M	$159M	$36M	$51M	$50M	$45M	$34M	$36M	$23M
Accrued Liabilities	$41M	$40M	$38M	$40M	$35M	$3M	·	·	·	·	·	·
Current Liabilities	$546M	$315M	$294M	$309M	$314M	$88M	$104M	$90M	$105M	$93M	$88M	$42M
Capital Leases	$59M	$50M	$35M	$34M	$37M	$30M	$23M	·	·	·	·	·
Deferred Tax	$267M	$258M	$284M	$295M	$316M	$15M	$17M	$7M	$12M	$12M	$3M	$10M
Other Non-current Liabilities	$188M	$112M	$125M	$123M	$120M	$55M	$44M	$39M	$37M	$31M	$33M	$23M
Total Liabilities	$1.76B	$1.65B	$1.93B	$2.15B	$2.47B	$202M	$204M	$179M	$308M	$392M	$478M	$83M
Long-term Debt	$876M	$920M	$1.19B	$1.39B	$1.69B	$16M	$23M	$44M	$173M	$270M	$364M	$9M
Total Debt	$876M	$920M	$1.19B	$1.40B	·	$16M	$23M	$44M	$173M	$270M	$364M	$9M
Common Stock	$300.0K	$300.0K	$300.0K	$300.0K	$300.0K	$261.0K	$259.0K	$256.0K	$251.0K	$248.0K	$241.0K	$238.0K
Paid-in Capital	$1.74B	$1.68B	$1.63B	$1.59B	$1.56B	$463M	$13M	$379M	$339M	$312M	$279M	$262M
Retained Earnings	$1.74B	$1.45B	$1.22B	$1.03B	$886M	$843M	$10M	$642M	$537M	$449M	$378M	$314M
Treasury Stock	$115M	$101M	$91M	$80M	$72M	$64M	$57M	$45M	$40M	$35M	$30M	$19M
AOCI	$2M	$-1M	$700.0K	$-4M	$-6M	$-10M	$-7M	$-7M	$-2M	$-10M	$-7M	$-8M
Stockholders' Equity	$3.36B	$3.03B	$2.75B	$2.54B	$2.37B	$1.23B	$1.12B	$972M	$835M	$717M	$621M	$549M
Liabilities + Equity	$5.12B	$4.69B	$4.68B	$4.69B	$4.85B	$1.43B	$1.32B	$1.15B	$1.14B	$1.11B	$1.10B	$632M
Shares Outstanding	32,720,037	32,522,189	30,227,444	·	·	·	25,881,415	25,607,196	24,105,029	23,771,481	24,146,767	23,833,185

Flusso di cassa 20

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
D&A	$129M	$120M	$119M	$115M	$66M	$33M	$31M	$30M	$28M	$27M	$26M	$15M
Stock-based Comp	$34M	$28M	$17M	$14M	$33M	$18M	$28M	$16M	$13M	$12M	$10M	$8M
Deferred Tax	$11M	$-27M	$-12M	$-21M	$200.0K	$4M	$5M	$-5M	$-702.0K	$8M	$-336.0K	$1M
Amort. of Intangibles	$81M	$72M	$70M	$69M	$35M	$10M	$10M	$10M	$9M	$9M	$9M	$2M
Restructuring	·	·	·	·	·	$7M	·	·	·	·	·	·
Other Non-cash	·	·	$-60M	$-54M	·	$7M	$-28M	$-37M	$2M	$-17M	$-16M	$-11M
Operating Cash Flow	$416M	$294M	$275M	$221M	$180M	$152M	$156M	$109M	$130M	$101M	$83M	$72M
CapEx	·	·	·	$42M	$30M	$12M	$37M	$41M	$28M	$21M	$21M	$21M
Investing Cash Flow	$-350M	$-50M	$-52M	$-14M	$-2.85B	$-102M	$-63M	$-17M	$-28M	$-21M	$-520M	·
Debt Issued	·	·	·	·	·	·	$15M	·	·	·	·	·
Net Debt Issued	·	·	·	·	·	·	$15M	$-169M	$-14M	$-10M	$-8M	·
Stock Issued	·	$4M	·	·	$606M	·	·	·	·	·	·	·
Stock Repurchased	·	$10M	$11M	$8M	$9M	$7M	$12M	$5M	$5M	$5M	$10M	$7M
Net Stock Activity	·	$-10M	$-11M	$-8M	$597M	$-7M	$-12M	$-5M	$-5M	$-5M	$-10M	$-7M
Dividends Paid	·	·	·	·	·	·	·	·	·	$0	$0	$46M
Financing Cash Flow	$-43M	$-270M	$-224M	$-323M	$2.70B	$-3M	$-20M	$-113M	$-90M	$-79M	$350M	·
Net Change in Cash	$20M	$-27M	$-2M	$-118M	$32M	$48M	$73M	$-24M	$15M	$-285.0K	$-86M	$4M
Taxes Paid	$72M	$101M	$56M	$60M	$17M	·	·	$22M	$21M	$30M	·	·
Free Cash Flow	·	·	·	$179M	$151M	$141M	$118M	$67M	$102M	$80M	$62M	$51M
Levered FCF	·	·	·	$118M	$122M	$140M	$117M	$63M	$97M	$74M	$57M	$50M

Redditività 8

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Gross Margin	44.4%	44.4%	43.0%	41.2%	37.9%	38.4%	39.7%	39.4%	38.2%	37.3%	36.6%	38.2%
Operating Margin	22.5%	22.6%	21.9%	19.9%	12.8%	18.3%	21.6%	18.8%	19.0%	18.5%	17.4%	19.9%
Net Margin	15.4%	15.0%	13.5%	11.3%	5.8%	14.7%	17.3%	15.0%	12.9%	11.5%	10.7%	13.1%
Pretax Margin	19.7%	19.1%	16.8%	14.3%	8.3%	18.1%	21.2%	17.9%	17.8%	17.0%	15.9%	19.0%
EBITDA Margin	22.5%	22.6%	29.6%	27.8%	12.8%	23.7%	25.9%	23.0%	23.2%	22.9%	21.7%	23.2%
ROA	5.9%	5.2%	4.5%	3.5%	·	6.5%	10.2%	9.2%	7.7%	6.4%	7.4%	9.3%
ROE	8.8%	8.2%	7.7%	6.6%	·	7.3%	11.5%	11.7%	11.2%	9.8%	10.9%	10.7%
ROIC	7.7%	7.4%	7.0%	5.9%	·	7.3%	11.2%	10.9%	9.2%	7.8%	7.1%	10.9%

Liquidità e Solvibilità 5

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Current Ratio	2.2	3.3	3.3	3.0	·	8.3	5.9	5.6	4.6	4.8	4.9	10.1
Quick Ratio	0.7	1.1	1.1	1.0	·	4.0	2.2	1.8	1.6	1.6	1.6	4.8
Debt / Equity	0.3	0.3	0.4	0.6	·	0.0	0.0	0.0	0.2	0.4	0.6	0.0
LT Debt / Equity	0.2	0.3	0.4	0.5	·	0.0	0.0	0.0	0.2	0.4	0.6	0.0
Interest Coverage	-8.5	6.2	4.3	3.8	2.9	77.9	83.2	25.5	17.1	13.1	11.9	83.8

Efficienza 3

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Asset Turnover	0.4	0.3	0.3	0.3	·	0.4	0.6	0.6	0.6	0.6	0.7	0.7
Inventory Turnover	1.5	1.4	1.5	1.6	·	1.0	1.2	1.3	1.4	1.4	1.6	1.4
Receivables Turnover	5.8	5.8	6.3	6.0	·	5.1	5.6	5.7	6.0	5.8	6.7	5.8

Per Azione 6

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Book Value / Share	$102.72	$93.21	·	·	·	·	$43.20	·	$34.62	$28.96	$25.72	$23.05
Revenue / Share	$59.14	$53.91	$53.45	$50.54	$34.53	$24.31	$29.19	$28.42	$27.70	$25.87	$25.42	$19.04
Cash Flow / Share	$13.14	$9.67	$9.41	$7.59	$6.60	$6.09	$6.24	$4.39	$5.35	$4.26	$3.55	$3.07
Cash / Share	$1.75	$1.13	·	·	·	·	$3.99	·	$2.25	$1.57	$1.62	$5.26
Dividend / Share	·	·	·	·	·	·	·	·	·	$0.00	$0.00	$2.00
EPS (TTM)	$9.09	$7.70	$6.41	$4.94	$1.56	$3.58	$4.81	$4.26	$3.58	$2.97	$2.72	$2.49

Tassi di Crescita 9

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue YoY	14.3%	4.9%	6.2%	55.8%	54.8%	·	·	·	·	·	·	·
Revenue CAGR 3Y	8.4%	20.2%	36.8%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	25.2%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	18.1%	20.1%	29.8%	216.7%	-56.4%	·	·	·	·	·	·	·
EPS CAGR 3Y	22.5%	70.3%	21.4%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	20.5%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	16.8%	17.3%	25.9%	204.8%	-39.3%	·	·	·	·	·	·	·
Net Income CAGR 3Y	19.9%	65.1%	32.6%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	26.1%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 16

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue TTM	$1.87B	$1.64B	$1.56B	$1.47B	$943M	$609M	$727M	$703M	$675M	$615M	$597M	$445M
Net Income TTM	$288M	$246M	$210M	$167M	$55M	$90M	$120M	$105M	$87M	$71M	$64M	$58M
Market Cap	$17.42B	$10.59B	·	·	·	·	$2.85B	·	$2.99B	$2.40B	$1.78B	$1.80B
Enterprise Value	$18.23B	$11.47B	·	·	·	·	$2.77B	·	$3.11B	$2.63B	$2.10B	$1.69B
P/E	58.6	42.3	42.2	47.1	125.4	55.3	22.9	29.9	34.7	32.7	27.1	30.4
P/S	9.3	6.5	·	·	·	·	3.9	·	4.4	3.9	3.0	4.0
P/B	5.2	3.5	·	·	·	·	2.5	·	3.6	3.4	2.9	3.3
P / Cash Flow	41.9	36.1	·	·	·	·	18.3	·	23.0	23.7	21.3	25.1
P / FCF	·	·	·	·	·	·	24.1	·	29.3	29.9	28.5	35.4
EV / EBITDA	43.3	31.0	·	·	·	·	14.7	·	19.9	18.7	16.2	16.3
EV / FCF	·	·	·	·	·	·	23.4	·	30.4	32.8	33.6	33.1
EV / Revenue	9.7	7.0	·	·	·	·	3.8	·	4.6	4.3	3.5	3.8
Dividend Yield	·	·	·	·	·	·	·	·	·	0.00%	0.00%	2.5%
Earnings Yield	1.7%	2.4%	2.4%	2.1%	0.80%	1.8%	4.4%	3.4%	2.9%	3.1%	3.7%	3.3%
Payout Ratio	·	·	·	·	·	·	·	·	·	0.00%	0.00%	·
Annual Payout	·	·	·	·	·	·	·	·	·	$0	$0	$46M

Conto Economico 15

Metrica	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q4 2023	Q3 2023	Q2 2023
Revenue	$520M	$518M	$462M	$455M	$436M	$438M	$394M	$398M	$406M	$414M	$374M	$386M	$410M	$352M	$369M
Cost of Revenue	$272M	$288M	$257M	$255M	$241M	$244M	$220M	$224M	$222M	$235M	$216M	$219M	$233M	$206M	$218M
Gross Profit	$248M	$230M	$204M	$201M	$195M	$193M	$175M	$174M	$184M	$178M	$158M	$166M	$176M	$146M	$151M
SG&A Expense	$86M	$87M	$78M	$77M	$74M	$72M	$70M	$70M	$68M	$64M	$64M	$60M	$61M	$57M	$58M
Operating Income	$141M	$119M	$103M	$98M	$101M	$101M	$86M	$86M	$98M	$94M	$75M	$88M	$94M	$70M	$72M
Interest Expense	$10M	$-36M	$-13M	$-13M	$12M	$-47M	$-14M	$-16M	$17M	$-139M	$19M	$20M	$24M	$21M	$18M
Other Non-op	$-500.0K	$1M	$-700.0K	$-1M	$-1M	$0	$3M	$-1M	$-400.0K	$-1M	$900.0K	$-800.0K	$-4M	$-2M	$-200.0K
Pretax Income	$130M	$109M	$89M	$83M	$88M	$88M	$75M	$69M	$80M	$74M	$57M	$67M	$66M	$48M	$54M
Income Tax	$29M	$17M	$22M	$23M	$19M	$15M	$17M	$15M	$18M	$12M	$10M	$15M	$10M	$12M	$10M
Net Income	$102M	$92M	$67M	$60M	$68M	$73M	$58M	$54M	$61M	$63M	$47M	$52M	$48M	$36M	$44M
EPS (Basic)	$3.22	$2.92	$2.14	$1.90	$2.18	$2.34	$1.83	$1.67	$1.92	$1.94	$1.41	$1.59	$1.72	$1.06	$1.32
EPS (Diluted)	$3.20	$2.89	$2.13	$1.90	$2.17	$2.33	$1.82	$1.65	$1.90	$1.92	$1.39	$1.58	$1.71	$1.05	$1.31
Shares (Basic)	31,559,554	·	31,522,574	31,493,205	31,374,859	·	31,041,126	29,124,564	29,054,820	·	28,924,073	28,885,411	·	28,805,305	28,758,403
Shares (Diluted)	31,714,686	·	31,644,592	31,615,328	31,553,214	·	31,222,623	29,336,466	29,294,998	·	29,204,570	29,138,596	·	29,120,318	29,093,791
EBITDA	$141M	·	$103M	$98M	$101M	·	$86M	$86M	$98M	·	$75M	$88M	·	$70M	$72M

Stato Patrimoniale 29

Metrica	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q4 2023	Q3 2023	Q2 2023
Cash & Equivalents	$124M	$57M	$108M	$91M	$133M	$37M	·	·	$77M	$64M	·	$57M	·	$82M	$88M
Receivables	$326M	$341M	$286M	$279M	$292M	$308M	$256M	$255M	$255M	$255M	$230M	$245M	·	$215M	$237M
Inventory	$776M	$763M	$782M	$769M	$680M	$654M	$657M	$647M	$635M	$623M	$630M	$615M	·	$578M	$558M
Prepaid Expense	$40M	$29M	$46M	$54M	$30M	$28M	$30M	$31M	$28M	$24M	$26M	$22M	·	$28M	$29M
Current Assets	$1.27B	$1.19B	$1.22B	$1.19B	$1.14B	$1.03B	$1.00B	$1.02B	$994M	$966M	$957M	$938M	·	$902M	$912M
PP&E (Net)	$430M	$419M	$417M	$408M	$364M	$359M	$358M	$362M	$357M	$361M	$365M	$366M	·	$376M	$378M
PP&E (Gross)	·	$844M	·	·	·	$738M	·	·	·	$698M	·	·	·	·	·
Accum. Depreciation	·	$425M	·	·	·	$379M	·	·	·	$337M	·	·	·	·	·
Goodwill	$2.00B	$2.00B	$1.99B	$1.99B	$1.88B	$1.87B	$1.87B	$1.88B	$1.87B	$1.87B	$1.88B	$1.87B	·	$1.87B	$1.87B
Intangibles	$1.36B	$1.38B	$1.40B	$1.41B	$1.31B	$1.33B	$1.34B	$1.36B	$1.38B	$1.39B	$1.41B	$1.43B	·	$1.47B	$1.49B
Other Non-current Assets	$73M	$64M	$62M	$53M	$44M	$43M	$45M	$45M	$44M	$44M	$41M	$42M	·	$35M	$36M
Total Assets	$5.20B	$5.12B	$5.14B	$5.11B	$4.79B	$4.69B	$4.67B	$4.71B	$4.70B	$4.68B	$4.69B	$4.69B	$4.69B	$4.69B	$4.73B
Accounts Payable	$150M	$147M	$142M	$144M	$141M	$138M	$130M	$127M	$128M	$116M	$124M	$131M	·	$137M	$149M
Accrued Liabilities	$44M	·	·	·	$41M	$40M	$37M	$37M	$41M	$38M	$43M	$39M	·	$136M	$39M
Current Liabilities	$501M	$546M	$656M	$375M	$341M	$315M	$293M	$294M	$330M	$294M	$292M	$288M	·	$283M	$306M
Capital Leases	$56M	$59M	$50M	$49M	$50M	$50M	$39M	$40M	$43M	$35M	$36M	$37M	·	$35M	$35M
Deferred Tax	$266M	$267M	$270M	$266M	$253M	$258M	$271M	$274M	$280M	$284M	$284M	$289M	·	$304M	$309M
Other Non-current Liabilities	$201M	$188M	$202M	$164M	$115M	$112M	$124M	$121M	$112M	$125M	$123M	$122M	·	$128M	$116M
Total Liabilities	$1.73B	$1.76B	$1.88B	$1.92B	$1.67B	$1.65B	$1.73B	$1.83B	$1.89B	$1.93B	$2.00B	$2.06B	·	$2.21B	$2.29B
Long-term Debt	$806M	$876M	$990M	$1.07B	$916M	$920M	$1.00B	$1.10B	$1.13B	$1.19B	$1.26B	$1.32B	·	$1.46B	$1.52B
Total Debt	$806M	·	$990M	$1.07B	$916M	·	$1.00B	$1.10B	$1.13B	·	$1.26B	$1.32B	·	$1.46B	$1.52B
Common Stock	$300.0K	$300.0K	$300.0K	$300.0K	$300.0K	$300.0K	$300.0K	$300.0K	$300.0K	$300.0K	$300.0K	$300.0K	·	$300.0K	$300.0K
Paid-in Capital	$1.75B	$1.74B	$1.72B	$1.72B	$1.70B	$1.68B	$1.67B	$1.66B	$1.63B	$1.63B	$1.62B	$1.60B	·	$1.59B	$1.58B
Retained Earnings	$1.84B	$1.74B	$1.65B	$1.58B	$1.52B	$1.45B	$1.38B	$1.32B	$1.27B	$1.22B	$1.16B	$1.12B	·	$986M	$956M
Treasury Stock	$126M	$115M	$114M	$113M	$113M	$101M	$100M	$100M	$99M	$91M	$88M	$87M	·	$79M	$78M
AOCI	$200.0K	$2M	$7M	$5M	$6M	$-1M	$-6M	$3M	$-400.0K	$700.0K	$8M	$-200.0K	·	$-13M	$-20M
Stockholders' Equity	$3.46B	$3.36B	$3.26B	$3.19B	$3.12B	$3.03B	$2.94B	$2.88B	$2.80B	$2.75B	$2.70B	$2.63B	$2.54B	$2.48B	$2.44B
Liabilities + Equity	$5.20B	$5.12B	$5.14B	$5.11B	$4.79B	$4.69B	$4.67B	$4.71B	$4.70B	$4.68B	$4.69B	$4.69B	·	$4.69B	$4.73B
Shares Outstanding	32,764,334	32,720,037	32,701,233	32,693,506	32,643,037	32,522,189	32,488,692	30,411,361	·	30,227,444	·	·	·	·	·

Flusso di cassa 12

Metrica	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q4 2023	Q3 2023	Q2 2023
D&A	$33M	$33M	$33M	$33M	$30M	$30M	$30M	$30M	$30M	$30M	$30M	·	$30M	$29M	·
Stock-based Comp	$7M	$11M	$9M	$7M	$7M	$8M	$7M	$7M	$6M	$4M	$4M	·	$3M	$3M	·
Deferred Tax	·	$-2M	$4M	$14M	$-5M	$-13M	$-3M	$-6M	$-4M	$-2M	$-4M	·	$-11M	$-4M	·
Amort. of Intangibles	$21M	$21M	$21M	$21M	$18M	$18M	$18M	$18M	$18M	$18M	$18M	$18M	$17M	$17M	$17M
Operating Cash Flow	$172M	$85M	$122M	$88M	$120M	$69M	$84M	$43M	$97M	$80M	$80M	·	$71M	$61M	·
Investing Cash Flow	$-25M	$-19M	$-23M	$-292M	$-16M	$-14M	$-10M	$-16M	$-9M	$-10M	$-10M	·	$-12M	$-2M	·
Stock Issued	·	·	·	·	·	$0	$0	·	·	·	·	·	·	·	·
Stock Repurchased	·	·	·	·	·	$900.0K	$200.0K	$400.0K	$8M	$3M	$600.0K	·	$1M	$501.0K	·
Net Stock Activity	·	·	·	·	·	·	·	·	$-8M	·	·	·	·	·	·
Financing Cash Flow	$-79M	$-115M	$-82M	$162M	$-8M	$-79M	$-102M	$-14M	$-75M	$-76M	$-57M	·	$-76M	$-67M	·
Net Change in Cash	$67M	$-50M	$16M	$-42M	$96M	$-24M	$-28M	$12M	$13M	$-8M	$15M	·	$-17M	$-7M	·
Taxes Paid	$2M	$18M	$12M	$40M	$1M	$22M	$21M	$45M	$12M	$1M	$13M	·	$13M	$13M	·

Redditività 8

Metrica	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q4 2023	Q3 2023	Q2 2023
Gross Margin	47.7%	·	44.3%	44.1%	44.8%	·	44.4%	43.7%	45.3%	·	42.3%	43.1%	·	41.5%	40.9%
Operating Margin	27.1%	·	22.3%	21.5%	23.2%	·	21.7%	21.6%	24.0%	·	20.1%	22.8%	·	20.0%	19.5%
Net Margin	19.5%	·	14.6%	13.2%	15.7%	·	14.7%	13.6%	15.1%	·	12.5%	13.4%	·	10.3%	11.9%
Pretax Margin	25.1%	·	19.4%	18.3%	20.1%	·	18.9%	17.4%	19.7%	·	15.2%	17.3%	·	13.6%	14.5%
EBITDA Margin	27.1%	·	22.3%	21.5%	23.2%	·	21.7%	21.6%	24.0%	·	20.1%	22.8%	·	20.0%	19.5%
ROA	2.0%	·	1.4%	1.2%	1.4%	·	1.2%	1.1%	1.3%	·	0.99%	1.1%	·	0.76%	1.2%
ROE	3.1%	·	2.2%	2.0%	2.3%	·	2.1%	2.0%	2.3%	·	1.8%	2.0%	·	1.5%	1.8%
ROIC	2.6%	·	1.8%	1.7%	2.0%	·	1.7%	1.7%	1.9%	·	1.6%	1.7%	·	1.4%	1.5%

Liquidità e Solvibilità 5

Metrica	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q4 2023	Q3 2023	Q2 2023
Current Ratio	2.5	·	1.9	3.2	3.3	·	3.4	3.5	3.0	·	3.3	3.3	·	3.2	3.0
Quick Ratio	0.9	·	0.6	1.0	1.2	·	0.9	0.9	1.0	·	0.8	1.0	·	1.0	1.1
Debt / Equity	0.2	·	0.3	0.3	0.3	·	0.3	0.4	0.4	·	0.5	0.5	·	0.6	0.6
LT Debt / Equity	0.2	·	0.2	0.3	0.3	·	0.3	0.4	0.4	·	0.5	0.5	·	0.6	0.6
Interest Coverage	13.9	·	-7.9	-7.3	8.3	·	6.0	5.5	5.7	·	3.9	4.4	·	3.4	3.9

Efficienza 3

Metrica	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q4 2023	Q3 2023	Q2 2023
Asset Turnover	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	·	0.1	0.1
Inventory Turnover	0.4	·	0.4	0.4	0.4	·	0.3	0.4	0.4	·	0.4	0.4	·	0.4	0.5
Receivables Turnover	1.7	·	1.7	1.7	1.6	·	1.6	1.6	1.6	·	1.7	1.6	·	1.7	2.1

Per Azione 5

Metrica	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q4 2023	Q3 2023	Q2 2023
Book Value / Share	$105.66	·	$99.72	$97.49	$95.47	·	$90.47	$94.81	·	·	·	·	·	·	·
Revenue / Share	$16.38	·	$14.59	$14.40	$13.82	·	$12.63	$13.56	$13.87	·	$12.80	$13.23	·	$12.07	$12.69
Cash Flow / Share	$5.42	·	·	·	$3.80	·	·	·	$3.32	·	·	·	·	·	·
Cash / Share	$3.80	·	$3.29	$2.79	$4.07	·	·	·	·	·	·	·	·	·	·
EPS (TTM)	$10.12	·	$8.53	$8.22	$7.97	·	$7.29	$6.86	$6.79	·	$6.20	$5.86	·	·	·

Valutazione (TTM) 13

Metrica	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q4 2023	Q3 2023	Q2 2023
Revenue TTM	$1.95B	·	$1.79B	$1.72B	$1.67B	·	$1.61B	$1.59B	$1.58B	·	$1.56B	$1.53B	·	·	·
Net Income TTM	$321M	·	$269M	$259M	$253M	·	$237M	$226M	$223M	·	·	·	·	·	·
Market Cap	$20.65B	·	$14.92B	$12.58B	$12.45B	·	$9.75B	$9.12B	·	·	·	·	·	·	·
Enterprise Value	$21.34B	·	$15.81B	$13.56B	$13.23B	·	·	·	·	·	·	·	·	·	·
P/E	62.3	·	53.5	46.8	47.8	·	41.2	43.7	39.7	·	46.0	40.0	·	·	·
P/S	10.6	·	8.3	7.3	7.5	·	6.0	5.7	·	·	·	·	·	·	·
P/B	6.0	·	4.6	3.9	4.0	·	3.3	3.2	·	·	·	·	·	·	·
P / Tangible Book	204.9	·	·	·	·	·	·	·	·	·	·	·	·	·	·
P / Cash Flow	120.2	·	·	·	103.7	·	·	·	·	·	·	·	·	·	·
EV / Revenue	10.9	·	8.8	7.9	7.9	·	·	·	·	·	·	·	·	·	·
Dividend Yield	0.00%	·	0.00%	0.00%	0.00%	·	0.00%	0.00%	·	·	·	·	·	·	·
Earnings Yield	1.6%	·	1.9%	2.1%	2.1%	·	2.4%	2.3%	2.5%	·	2.2%	2.5%	·	·	·
Annual Payout	$0	·	$0	$0	$0	·	$0	$0	$0	·	$0	$0	·	$0	$0

Periodo più recente a sinistra · valori nulli mostrati come ·

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

16

Metrica	2026-03-28	2025-03-29	2024-06-29	2024-03-30	2023-04-01
Ricavi	$1.87B	$1.64B	·	$1.56B	$1.47B
Margine Lordo %	44.4%	44.4%	·	43.0%	41.2%
Margine Operativo %	22.5%	22.6%	·	21.9%	19.9%
Utile netto	$288M	$246M	·	$210M	$167M
EPS Diluito	$9.09	$7.70	·	$6.41	$4.94

Metrica	2026-03-28	2025-03-29	2024-06-29	2024-03-30	2023-04-01
Debito / Patrimonio Netto	0.3	0.3	·	0.4	0.6
Rapporto corrente	2.2	3.3	·	3.3	3.0
Quick Ratio	0.7	1.1	·	1.1	1.0

Metrica	2026-03-28	2025-03-29	2024-06-29	2024-03-30	2023-04-01
Flusso di cassa libero	·	·	·	·	$179M

Proprietari istituzionali (13F) 705 filer · $20.2B 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 705

Valore detenuto $20.2B

Nuove posizioni 120

Posizioni chiuse 38

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
120 (-24 vs trimestre precedente)	38 (+1 vs trimestre precedente)	244 (+26 vs trimestre precedente)	238 (+55 vs trimestre precedente)	+1.1M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione	Valore	Azioni	% di 13F tracciati	Tipo
BlackRock, Inc.	$1.962.222.211	3.046.645	9,74%	Azioni
VANGUARD GROUP INC	$1.301.342.964	2.901.998	6,46%	Azioni
Durable Capital Partners LP	$1.100.647.659	1.708.921	5,46%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$920.473.162	1.429.173	4,57%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$854.574.231	1.326.855	4,24%	Azioni
FMR LLC	$850.394.012	1.320.365	4,22%	Azioni
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$778.415.464	1.208.607	3,86%	Azioni
STATE STREET CORP	$622.910.017	967.190	3,09%	Azioni
BAILLIE GIFFORD & CO	$489.787.020	760.468	2,43%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$454.142.054	704.969	2,25%	Azioni
Invesco Ltd.	$414.798.742	644.037	2,06%	Azioni
Artisan Partners Limited Partnership	$365.831.480	568.008	1,82%	Azioni
AQR CAPITAL MANAGEMENT LLC	$363.877.096	566.628	1,81%	Azioni
TWO SIGMA INVESTMENTS, LP	$300.839.138	467.098	1,49%	Azioni
Maren Capital LLC	$275.742.696	428.132	1,37%	Azioni
NORGES BANK	$267.075.581	414.675	1,33%	Azioni
FIRST TRUST ADVISORS LP	$265.682.478	412.512	1,32%	Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$243.417.934	377.969	1,21%	Azioni
GOLDMAN SACHS GROUP INC	$233.774.520	362.970	1,16%	Azioni
Conestoga Capital Advisors, LLC	$210.922.565	327.489	1,05%	Azioni
Clearbridge Investments, LLC	$207.280.032	321.833	1,03%	Azioni
MORGAN STANLEY	$204.559.069	317.608	1,02%	Azioni
AMERICAN CENTURY COMPANIES INC	$194.572.646	302.102	0,97%	Azioni
GENEVA CAPITAL MANAGEMENT LLC	$190.845.461	296.316	0,95%	Azioni
AMERIPRISE FINANCIAL INC	$187.909.833	291.756	0,93%	Azioni
Port Capital LLC	$186.957.737	290.280	0,93%	Azioni
FRANKLIN RESOURCES INC	$183.871.458	285.488	0,91%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$179.453.794	278.629	0,89%	Azioni
SNYDER CAPITAL MANAGEMENT L P	$176.270.849	273.687	0,87%	Azioni
NORTHERN TRUST CORP	$174.414.668	270.805	0,87%	Azioni
Stephens Investment Management Group LLC	$172.144.357	267.280	0,85%	Azioni
DIMENSIONAL FUND ADVISORS LP	$168.189.498	261.163	0,83%	Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$162.856.256	252.864	0,81%	Azioni
BLAIR WILLIAM & CO/IL	$139.039.673	215.880	0,69%	Azioni
VANGUARD FIDUCIARY TRUST CO	$128.992.981	200.281	0,64%	Azioni
Greenhouse Funds LLLP	$125.912.442	195.498	0,62%	Azioni
JPMORGAN CHASE & CO	$125.383.016	196.081	0,62%	Azioni
LOOMIS SAYLES & CO L P	$124.288.766	192.977	0,62%	Azioni
WELLS FARGO & COMPANY/MN	$116.624.135	181.076	0,58%	Azioni
JENNISON ASSOCIATES LLC	$113.909.283	176.861	0,57%	Azioni
Bank of New York Mellon Corp	$112.478.776	174.640	0,56%	Azioni
FRED ALGER MANAGEMENT, LLC	$107.892.287	167.519	0,54%	Azioni
BAMCO INC /NY/	$96.110.498	149.226	0,48%	Azioni
RAYMOND JAMES FINANCIAL INC	$94.799.510	147.191	0,47%	Azioni
Qube Research & Technologies Ltd	$92.676.370	143.894	0,46%	Azioni
AMERICAN CAPITAL MANAGEMENT INC	$92.575.252	143.737	0,46%	Azioni
ENVESTNET ASSET MANAGEMENT INC	$91.112.425	141.466	0,45%	Azioni
ALLIANCEBERNSTEIN L.P.	$86.400.073	159.081	0,43%	Azioni
Gotham Asset Management, LLC	$80.883.631	125.584	0,40%	Azioni
SEI INVESTMENTS CO	$78.609.199	122.053	0,39%	Azioni

Mostra tutti i 705 proprietari istituzionali →

Insider aziendali 37 insider · 9 dirigenti · 13 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Michael J Hartnett	President and CEO	01 Giugno 2026 F	307.188	0	$0
Robert M Sullivan	Vice President and CFO	03 Giugno 2026 F	12.775	0	$0
Daniel A Bergeron	Vice President and COO	01 Giugno 2026 F	113.824	0	$0
John J. Feeney	Vice President and Secretary	25 Giugno 2026 S	2.378	1	$-148.036
Richard J Edwards	V.P. and General Manager	03 Giugno 2026 F	10.498	2	$-2.270.505
Patrick S. Bannon	V.P. and General Manager	15 Novembre 2023 M	12.376	0	$0
Ernest D Hawkins	Vice President of Finance	16 Novembre 2020 M	4.290	0	$0
Thomas J Williams	General Counsel and Secretary	07 Agosto 2018 M	3.137	0	$0
Beausoleil Phillip H	General Manager	20 Settembre 2007 S	4.642	0	$0
Dolores J Ennico	Direttore	24 Giugno 2026 M	7.254	1	$-381.666
Steven H. Kaplan	Direttore	17 Giugno 2026 S	1.378	3	$-531.226
Barry C. Boyan	Direttore	03 Giugno 2026 S	3.751	2	$-849.815
Edward Stewart	Direttore	03 Giugno 2026 M	21.337	1	$-355.698
Michael H. Ambrose	Direttore	17 Giugno 2025 M	6.985	0	$0
Alan B Levine	Direttore	19 Luglio 2022 M	20.027	0	$0
Thomas J Obrien	Direttore	27 Agosto 2019 M	17.500	0	$0
Mitchell I Quain	Direttore	13 Agosto 2018 M	8.000	0	$0
William P Killian	Direttore	11 Novembre 2008 A	2.500	0	$0
Robert Anderson	Direttore	13 Luglio 2006 A	500	0	$0
Michael R Stone	Direttore	12 Aprile 2006 S	0	0	$0
Whitney RBHC Investor, LLC	Proprietario del 10%	12 Aprile 2006 S	0	0	$0
WHITNEY EQUITY PARTNERS V LLC	Proprietario del 10%	12 Aprile 2006 S	0	0	$0
Brien Daniel J O	Proprietario del 10%	12 Aprile 2006 S	0	0	$0
Robert M Williams JR	Proprietario del 10%	12 Aprile 2006 S	0	0	$0
Paul R Vigano	Proprietario del 10%	12 Aprile 2006 S	0	0	$0
Steven E Rodgers	Proprietario del 10%	12 Aprile 2006 S	0	0	$0
John C Hockin	Proprietario del 10%	12 Aprile 2006 S	0	0	$0
William Laverack JR	Proprietario del 10%	12 Aprile 2006 S	0	0	$0
Peter M Castleman	Proprietario del 10%	12 Aprile 2006 S	0	0	$0
WHITNEY V LP	Proprietario del 10%	12 Aprile 2006 S	0	0	$0
Hartnett Family Investments, L.P.	Proprietario del 10%	15 Agosto 2005 X	405.173	0	$0
Frederick J. Elmy	·	19 Maggio 2026 A	1.553	0	$0
Amir Faghri	·	19 Maggio 2026 A	4.254	0	$0
Richard R Crowell	·	19 Maggio 2026 A	27.653	0	$0
Joseph Salamunovich	·	30 Ottobre 2020 F	1.303	0	$0
Thomas C Crainer	·	15 Marzo 2018 M	12.519	0	$0
Thomas M Burigo	·	01 Luglio 2017 F	9.679	0	$0

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

Proprietà ETF Posseduti da 80 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
FXZ · First Trust Exchange-Traded AlphaDE…	2,91%	19.465 NS	31 Luglio 2026	N-PORT
RSMC · Tidal Trust III	1,82%	25.183 NS	31 Luglio 2026	N-PORT
IYM · iShares Trust	1,47%	36.300 SH	11 Settembre 2026	Giornaliero
XMMO · Invesco Exchange-Traded Fund Trust	1,36%	186.970 SH	23 Ottobre 2026	Giornaliero
SMLL · Harbor ETF Trust	1,19%	301 NS	31 Luglio 2026	N-PORT
IVOG · VANGUARD ADMIRAL FUNDS	1,06%	31.125 SH	19 Agosto 2026	Giornaliero
PAMC · Pacer Funds Trust	0,89%	868 NS	31 Luglio 2026	N-PORT
FFSM · FIDELITY COVINGTON TRUST	0,75%	20.364 NS	31 Luglio 2026	N-PORT
FTC · First Trust Exchange-Traded AlphaDE…	0,67%	15.962 NS	31 Luglio 2026	N-PORT
MMSC · First Trust Exchange-Traded Fund VI…	0,66%	692 NS	31 Agosto 2026	N-PORT
FFLG · FIDELITY COVINGTON TRUST	0,62%	6.615 NS	31 Luglio 2026	N-PORT
RFG · Invesco Exchange-Traded Fund Trust	0,60%	3.927 SH	23 Ottobre 2026	Giornaliero
VBK · VANGUARD INDEX FUNDS	0,56%	419.058 SH	19 Agosto 2026	Giornaliero
IVOO · VANGUARD ADMIRAL FUNDS	0,56%	50.945 SH	19 Agosto 2026	Giornaliero
QVMM · Invesco Exchange-Traded Fund Trust …	0,50%	4.354 SH	23 Ottobre 2026	Giornaliero
PTMC · Pacer Funds Trust	0,49%	3.469 NS	31 Luglio 2026	N-PORT
BKMC · BNY Mellon ETF Trust	0,44%	5.156 NS	31 Luglio 2026	N-PORT
MIDU · Direxion Shares ETF Trust	0,37%	463 NS	31 Luglio 2026	N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr…	0,37%	13.573 NS	31 Luglio 2026	N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr…	0,36%	3.054 NS	31 Luglio 2026	N-PORT
FAD · First Trust Exchange-Traded AlphaDE…	0,33%	3.469 NS	31 Luglio 2026	N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr…	0,32%	2.681 NS	31 Luglio 2026	N-PORT
AFMC · First Trust Exchange-Traded Fund VI…	0,31%	1.342 NS	31 Agosto 2026	N-PORT
FEX · First Trust Exchange-Traded AlphaDE…	0,31%	8.752 NS	31 Luglio 2026	N-PORT
FSMD · FIDELITY COVINGTON TRUST	0,28%	12.618 NS	31 Luglio 2026	N-PORT
SMDX · Tidal Trust III	0,27%	631 NS	31 Luglio 2026	N-PORT
VIS · VANGUARD WORLD FUND	0,25%	34.536 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,24%	725.470 SH	19 Agosto 2026	Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust …	0,24%	4.014 SH	23 Ottobre 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,23%	361.970 SH	19 Agosto 2026	Giornaliero
FIDU · FIDELITY COVINGTON TRUST	0,22%	9.344 NS	31 Luglio 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,21%	11.550 SH	23 Ottobre 2026	Giornaliero
SMMD · iShares Trust	0,21%	16.610 SH	11 Settembre 2026	Giornaliero
IMCG · iShares Trust	0,20%	17.115 SH	11 Settembre 2026	Giornaliero
TRFM · ETF Series Solutions	0,20%	894 NS	31 Luglio 2026	N-PORT
GTOS · Invesco Actively Managed Exchange-T…	0,15%	200.000	23 Ottobre 2026	Giornaliero
WSML · iShares Trust	0,13%	1.757 SH	11 Settembre 2026	Giornaliero
IWS · iShares Trust	0,12%	38.266 SH	11 Settembre 2026	Giornaliero
VFMO · VANGUARD WELLINGTON FUND	0,12%	3.624 SH	19 Agosto 2026	Giornaliero
FTLS · First Trust Exchange-Traded Fund III	0,12%	5.304 NS	31 Luglio 2026	N-PORT
IWR · iShares Trust	0,11%	127.630 SH	11 Settembre 2026	Giornaliero
IMCB · iShares Trust	0,10%	3.612 SH	11 Settembre 2026	Giornaliero
FBCG · FIDELITY COVINGTON TRUST	0,09%	11.282 NS	31 Luglio 2026	N-PORT
DEUS · DBX ETF Trust	0,09%	526 NS	31 Agosto 2026	N-PORT
IWP · iShares Trust	0,08%	31.041 SH	11 Settembre 2026	Giornaliero
RWK · Invesco Exchange-Traded Fund Trust …	0,08%	2.112 SH	23 Ottobre 2026	Giornaliero
DFUV · Dimensional ETF Trust	0,06%	17.058 NS	31 Luglio 2026	N-PORT
DFSU · Dimensional ETF Trust	0,05%	2.129 NS	31 Luglio 2026	N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS	0,05%	15.489 SH	19 Agosto 2026	Giornaliero
ILCG · iShares Trust	0,05%	2.978 SH	11 Settembre 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,04%	38.432 NS	31 Luglio 2026	N-PORT
IUSG · iShares Trust	0,04%	27.726 SH	11 Settembre 2026	Giornaliero
DCOR · Dimensional ETF Trust	0,04%	2.371 NS	31 Luglio 2026	N-PORT
GTO · Invesco Actively Managed Exchange-T…	0,04%	1.225.000	23 Ottobre 2026	Giornaliero
IWD · iShares Trust	0,03%	57.399 SH	11 Settembre 2026	Giornaliero
LRGF · iShares Trust	0,03%	2.355 SH	11 Settembre 2026	Giornaliero
VTI · VANGUARD INDEX FUNDS	0,03%	1.004.639 SH	19 Agosto 2026	Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS	0,03%	5.179 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,03%	2.616 SH	19 Agosto 2026	Giornaliero
TOV · EA Series Trust	0,03%	124 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,03%	6.723 NS	31 Luglio 2026	N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe…	0,03%	2.560 SH	23 Ottobre 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,02%	8.673 NS	31 Luglio 2026	N-PORT
ILCB · iShares Trust	0,02%	599 SH	11 Settembre 2026	Giornaliero
IWB · iShares Trust	0,02%	21.503 SH	11 Settembre 2026	Giornaliero
IYY · iShares Trust	0,02%	1.333 SH	11 Settembre 2026	Giornaliero
ITOT · iShares Trust	0,02%	41.215 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,02%	8.498 SH	11 Settembre 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,02%	27.399 SH	19 Agosto 2026	Giornaliero
TILT · FlexShares Trust	0,02%	790 NS	31 Luglio 2026	N-PORT
DFLV · Dimensional ETF Trust	0,01%	1.512 NS	31 Luglio 2026	N-PORT
VONG · VANGUARD SCOTTSDALE FUNDS	0,01%	8.642 SH	19 Agosto 2026	Giornaliero
IWF · iShares Trust	0,01%	20.718 SH	11 Settembre 2026	Giornaliero
DYNF · BlackRock ETF Trust	0,00%	14 SH	24 Agosto 2026	Giornaliero
VGHY · VANGUARD FIXED INCOME SECURITIES FU…	·	·	15 Luglio 2026	Giornaliero
VGMS · VANGUARD MALVERN FUNDS	·	·	15 Luglio 2026	Giornaliero
IJH · iShares Trust	·	1.106.612 SH	11 Settembre 2026	Giornaliero
IJK · iShares Trust	·	182.933 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	3.410 SH	11 Settembre 2026	Giornaliero
SMMV · iShares Trust	·	2.248 SH	19 Agosto 2026	Giornaliero

RBC 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 $645.00 +35,0%

4 30,8% Acquisto forte

7 53,8% Compra

2 15,4% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

9 analisti · 2026-10-25

Target medio $618.89 +29,5%

← Sotto tutti i target Prezzo attuale $477.84

Basso$500.00 Media$618.89 Alto$680.00

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
RBC	$17.42B	58.6	14.3%	15.4%	8.8%	44.4%
SNA	·	18.3	0.93%	19.7%	18.0%	·
FTV	$17.30B	31.9	1.9%	13.9%	7.0%	63.5%
NDSN	$12.97B	27.3	3.8%	17.3%	16.1%	·
ITT	·	28.4	8.5%	12.4%	14.2%	35.4%
IEX	$16.03B	27.8	5.8%	14.0%	12.3%	44.5%
SWK	$11.86B	28.9	-1.5%	2.7%	4.4%	·
LECO	$13.14B	25.7	5.6%	12.3%	36.5%	36.2%
WTS	·	27.1	8.3%	14.0%	17.4%	49.5%
MLI	$13.13B	17.2	10.9%	18.3%	25.6%	·
CR	$10.62B	29.5	8.2%	15.9%	19.8%	·

Ultime notizie Notizie recenti che menzionano questa società

23

Gli agenti AI potrebbero sconvolgere i depositi bancari. Perché Wall Street potrebbe reagire in modo eccessivo CNBC · 23 Ott 2026, 17:17 UK housebuilders’ stocks surge on new homes scheme for first-time buyers – business live The Guardian · 28 Set 2026, 08:31 Datadog (DDOG) Among the Best Performers of May 2026 Yahoo Finance · 06 Giu 2026, 23:07 RBC Capital Raises PT On Albemarle (ALB) To $257, Reiterates “Outperform” Rating Yahoo Finance · 05 Giu 2026, 19:36 XRP News: Adozione istituzionale di XRP, RBC divulga quota nel Bitwise XRP ETF Yahoo Finance · 19 Mag 2026, 20:39 Grande sconvolgimento: Putin licenzia il Capo delle Forze Aerospaziali dopo gli attacchi con droni ucraini ZeroHedge · 05 Mag 2026, 08:28 RBC Capital Alza PT BioCryst Pharmaceuticals (BCRX) come parte della anteprima dei risultati Q1 2026 nel settore Biotech Yahoo Finance · 02 Mag 2026, 10:19 Ecco cosa ha spinto RBC Bearings (RBC) nel Q1 Yahoo Finance · 28 Apr 2026, 18:22 Come Crescono Forti Metriche di Crescita Axon Enterprise, Inc. (AXON) come Top Stock Industriale Yahoo Finance · 28 Apr 2026, 10:21 Qualys Inc. (QLYS) Navigare Attraverso i Rischi Competitivi dei Large Language Models Yahoo Finance · 26 Apr 2026, 11:18

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.

RBC RBC Bearings Incorporated Common Stock

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

RBC 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) 705 filer · $20.2B totale · Aggiornato al 30 Settembre 2026

Insider aziendali 37 insider · 9 dirigenti · 13 direttori

Proprietà ETF Posseduti da 80 ETF

RBC 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