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

03

Prezzo $160.00

Capitalizzazione di Mercato (MRQ) $2.86B

P/E (TTM) 94.7

EPS (TTM) $1.69

Ricavi (TTM) $835M

ROE (TTM) 2.6%

Intervallo 52 sett. $75–$169

ROG 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
30 Maggio 2000	2-for-1	Avanti
31 Luglio 1995	2-for-1	Avanti

Informazioni su Rogers Corporation Common Stock Panoramica della società da Wikipedia

05 · wikidata

Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.

History

In 1832, the company was founded by Peter Rogers as Rogers Paper Manufacturing Company. Today, the company is composed of two business segments: Advanced Electronics Solutions and Elastomeric Material Solutions. The company was listed on the New York Stock Exchange in April, 2000.

In 2004, Rogers started Rogers Technologies Suzhou Company Ltd, a wholly owned subsidiary, located in Suzhou, China. Rogers opened its first Suzhou facility in 2002, adding manufacturing capability for their roller and high-frequency laminate products. A second manufacturing facility opened in 2003.

In 2011, Rogers purchased German based curamik® Electronics, a manufacturer of power electronic substrates.

In 2016, Rogers announced that it would move its headquarters from the village of Rogers in Killingly, Connecticut, to Chandler, Arizona.

In November 2021, DuPont announced that it intended to acquire Rogers in a deal valued at $5.2 billion. The deal has been approved by all the necessary regulators save for the People's Republic of China's State Administration for Market Regulation. Due to the long delay that Chinese authorities presented, DuPont terminated the acquisition of Rogers and agreed to pay a termination fee of $162.5 million USD.

As of 2023, Rogers has locations the United States, China, Germany, Hungary, Belgium, Korea, Japan, Singapore, Taiwan, and the United Kingdom.

Products and technology

Rogers’ Advanced Electronics Solutions business provides advanced material solutions to enable signal integrity, radio frequency (RF) signal management, power efficiency, electric power distribution and thermal management. This business unit offers products including high frequency laminates, bondplys, pre-pregs, cooling solutions, ceramic substrates, and busbars.

Rogers’s Elastomeric Material Solutions business provides high performance engineered materials, including PORON® polyurethane foams, BISCO® performance silicones, ARLON® custom silicones, DeWAL™ PTFE and UHMW films and tapes and XRD® extreme impact mitigation materials.

Rogers offers liquid cooling materials designed to dissipate large amounts of heat, and provide thermal management of high-power laser diodes and other heat-generating optical devices. The cooling structures are copper foil channels bonded into a tight block, with aluminium nitride (AlN) isolation layers added for extra performance.

Rogers manufactures PORON® brand industrial microcellular polyurethane.

In March 2020 Rogers filed a complaint against ElastaPro for trade secret violations, claiming that this company had unlawfully obtained Rogers' technical formulations and manufacturing know-how.

Leggi di più Mostra meno

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreIndustrials industriaElectrical Equipment dipendenti3.000 paeseUS

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

06

Ricavi$811M

2016-12-31 → 2025-12-31

EPS$-3.40

2016-12-31 → 2025-12-31

Flusso di cassa libero$71M

2016-12-31 → 2025-12-31

Margine netto3.7%

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	ROG	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	94.7media 5 anni ≈31.3	≈31.3	54.6	Sopravvalutato
P/S (TTM)	3.4media 5 anni ≈2.9	≈2.9	4.5	Sottovalutato
P/B (MRQ)	2.4media 5 anni ≈2.3	≈2.3	4.4	Sottovalutato
Prezzo / FCF (TTM)	34.6media 5 anni ≈70.7	≈70.7	·	·
Prezzo / Flusso di cassa (TTM)	27.0media 5 anni ≈21.6	≈21.6	23.5	Sottovalutato
Prezzo / Valore contabile tangibile (MRQ)	2.6media 5 anni ≈4.0	≈4.0	·	·

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	ROG	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	32.4%media 5 anni ≈33.9%	≈33.9%	39.1%	Debole
Margine Operativo (TTM)	6.4%media 5 anni ≈6.9%	≈6.9%	13.2%	Debole
EBITDA Margin (Margine EBITDA)	-5.5%media 5 anni ≈6.9%	≈6.9%	13.2%	Debole
Margine ante imposte (TTM)	7.0%media 5 anni ≈7.0%	≈7.0%	10.0%	Debole
Margine di Profitto Netto (TTM)	3.7%media 5 anni ≈5.1%	≈5.1%	6.4%	Debole
ROA (TTM)	2.2%media 5 anni ≈3.2%	≈3.2%	1.7%	Debole
ROE (TTM)	2.6%media 5 anni ≈4.3%	≈4.3%	2.1%	Debole
ROIC	-5.2%media 5 anni ≈3.5%	≈3.5%	3.7%	Debole

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	Tendenza 5 anni	ROG	media 5 anni	Mediana dei peer	Verdetto
Rapporto corrente (MRQ)		4.0media 5 anni ≈4.1	≈4.1	3.2	Liquidità elevata
Quick Ratio (MRQ)		2.6media 5 anni ≈2.6	≈2.6	1.6	Liquidità elevata

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

Metrica	ROG	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	-2.3%media 5 anni ≈0.59%	≈0.59%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	-5.8%media 5 anni ≈-1.8%	≈-1.8%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	0.20%	·	·	·
EPS YoY	-53.8%media 5 anni ≈4.4%	≈4.4%	·	·
Net Income YoY (Utile Netto YoY)	-53.9%media 5 anni ≈4.7%	≈4.7%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	-37.5%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	-37.7%	·	·	·

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

Metrica	ROG	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$-3.40media 5 anni ≈$2.58	≈$2.58	·	·
Revenue / Share (Ricavi / Azione)	$44.55media 5 anni ≈$47.69	≈$47.69	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$5.56media 5 anni ≈$6.57	≈$6.57	·	·
Cash / Share (Liquidità / Azione)	$11.07media 5 anni ≈$10.38	≈$10.38	·	·

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

Metrica	ROG	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.6media 5 anni ≈0.6	≈0.6	0.7	Debole
Inventory Turnover (Rotazione delle scorte)	4.1media 5 anni ≈4.1	≈4.1	3.9	In linea
Receivables Turnover (Rotazione dei crediti)	6.1media 5 anni ≈5.8	≈5.8	6.1	In linea
Revenue / Employee (Ricavi / Dipendente)	≈$270.3K	·	·	·

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

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

13

Pagamento annualizzato≈$0.03Pagato trimestralmente

Data ex-dividendo	Importo	Valuta	Rendimento
Gen 9, 1992	$0,01	USD	≈0.73%
Ott 9, 1991	$0,01	USD	≈0.64%
Lug 12, 1991	$0,01	USD	≈0.56%
Apr 11, 1991	$0,01	USD	≈0.62%
Gen 9, 1991	$0,01	USD	≈0.73%
Ott 16, 1990	$0,01	USD	≈0.72%
Lug 10, 1990	$0,01	USD	≈0.40%
Apr 10, 1990	$0,01	USD	≈0.26%
Gen 9, 1990	$0,01	USD	≈0.12%

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

14

Tasso di Superamento 75.0%

Sorpresa media 131.9%

Prossimo report Ott 27, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Lug 29, 2026	$0.92	$1.00	-7.7%
31 Marzo 2026		$0.75	$0.68	10.0%
31 Dicembre 2025		$0.89	$0.61	46.9%
30 Settembre 2025		$0.90	$0.71	27.3%
30 Giugno 2025		$0.34	$0.51	-32.7%
31 Marzo 2025		$0.27	$0.26	5.5%
30 Settembre 2000		$0.44	$0.36	23.6%
30 Giugno 2000		$4.10	$0.38	982.4%

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

15

Conto Economico 15

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$811M	$830M	$908M	$971M	$933M	$803M	$898M	$879M	$821M	$656M	$641M	$611M
Cost of Revenue	$554M	$553M	$601M	$650M	$584M	$511M	$584M	$568M	$502M	$407M	$406M	$376M
Gross Profit	$257M	$277M	$307M	$321M	$349M	$292M	$314M	$311M	$319M	$249M	$235M	$235M
R&D Expense	$28M	$35M	$36M	$35M	$30M	$29M	$32M	$33M	$30M	$29M	$28M	$23M
SG&A Expense	$177M	$193M	$202M	$219M	$193M	$182M	$169M	$164M	$162M	$139M	$131M	$125M
Operating Income	$-45M	$25M	$85M	$144M	$117M	$67M	$110M	$113M	$129M	$81M	$76M	$81M
Other Non-op	$-900.0K	$9M	$-700.0K	$1M	$5M	$4M	$-592.0K	$-994.0K	$5M	$1M	$-8M	$-1M
Pretax Income	$-45M	$34M	$76M	$140M	$126M	$69M	$55M	$111M	$133M	$82M	$66M	$81M
Income Tax	$17M	$8M	$20M	$24M	$18M	$19M	$8M	$23M	$52M	$34M	$20M	$28M
Net Income	$-62M	$26M	$57M	$117M	$108M	$50M	$47M	$88M	$80M	$48M	$46M	$53M
EPS (Basic)	$-3.40	$1.40	$3.04	$6.21	$5.77	$2.68	$2.55	$4.77	$4.43	$2.68	$2.52	$2.94
EPS (Diluted)	$-3.40	$1.40	$3.03	$6.15	$5.73	$2.67	$2.53	$4.70	$4.34	$2.65	$2.48	$2.86
Shares (Basic)	18,200,000	18,600,000	18,600,000	18,800,000	18,700,000	18,681,000	18,573,000	18,374,000	18,154,000	17,991,000	18,371,000	18,177,000
Shares (Diluted)	18,200,000	18,600,000	18,700,000	19,000,000	18,900,000	18,706,000	18,713,000	18,659,000	18,547,000	18,223,000	18,680,000	18,698,000
EBITDA	$-45M	$25M	$85M	$144M	$117M	$67M	$110M	$113M	$131M	$84M	$76M	$80M

Stato Patrimoniale 26

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$197M	$160M	$132M	$236M	$232M	$192M	$167M	$168M	$181M	$228M	$205M	$237M
Short-term Investments	$0	·	·	·	·	·	·	·	·	·	·	·
Receivables	$131M	$135M	$162M	$177M	$163M	$134M	$122M	$145M	$141M	$120M	$101M	$99M
Inventory	$125M	$142M	$154M	$182M	$133M	$102M	$133M	$133M	$113M	$91M	$92M	$77M
Other Current Assets	$15M	$28M	$30M	$21M	$14M	$13M	$11M	$11M	$11M	$9M	$8M	$7M
Current Assets	$500M	$494M	$527M	$660M	$584M	$474M	$464M	$486M	$455M	$458M	$429M	$438M
PP&E (Net)	·	·	·	·	·	·	·	$243M	$180M	$177M	$179M	$150M
PP&E (Gross)	·	·	·	·	·	·	·	$518M	$444M	$429M	$392M	$349M
Accum. Depreciation	·	·	$386M	$382M	$368M	$366M	$341M	$317M	$290M	$259M	$237M	$225M
Goodwill	$303M	$358M	$360M	$352M	$370M	$270M	$263M	$265M	$237M	$208M	$175M	$98M
Intangibles	$99M	$110M	$124M	$134M	$176M	$118M	$159M	$177M	$160M	$137M	$75M	$38M
Other Non-current Assets	$20M	$21M	$8M	$8M	$27M	$16M	$7M	$3M	$6M	$4M	$4M	$8M
Total Assets	$1.43B	$1.48B	$1.52B	$1.65B	$1.60B	$1.26B	$1.27B	$1.28B	$1.13B	$1.06B	$930M	$840M
Accounts Payable	$43M	$48M	$50M	$57M	$65M	$36M	$33M	$40M	$36M	$28M	$22M	$20M
Current Liabilities	$126M	$124M	$116M	$142M	$164M	$112M	$100M	$107M	$114M	$101M	$79M	$120M
Capital Leases	$18M	$21M	$15M	$11M	$15M	$2M	$2M	$0	$6M	$5M	$6M	$6M
Deferred Tax	$18M	$18M	$23M	$24M	$29M	$8M	$9M	$11M	$11M	$14M	$9M	$15M
Other Non-current Liabilities	$16M	$10M	$10M	$12M	$23M	$11M	$14M	$10M	$3M	$3M	$4M	$338.0K
Long-term Debt	·	·	·	·	·	·	·	·	$131M	$240M	$177M	$60M
Total Debt	·	$0	$30M	$215M	$190M	$25M	$123M	$228M	$131M	$240M	$179M	$60M
Common Stock	$18M	$18M	$19M	$19M	$19M	$19M	$19M	$18M	$18M	$18M	$18M	$18M
Retained Earnings	$1.12B	$1.18B	$1.16B	$1.10B	$982M	$874M	$824M	$776M	$685M	$591M	$543M	$497M
AOCI	$-47M	$-95M	$-66M	$-85M	$-45M	$-20M	$-47M	$-79M	$-65M	$-92M	$-88M	$-65M
Stockholders' Equity	$1.20B	$1.25B	$1.26B	$1.17B	$1.12B	$1.02B	$934M	$848M	$767M	$636M	$585M	$587M
Liabilities + Equity	$1.43B	$1.48B	$1.52B	$1.65B	$1.60B	$1.26B	$1.27B	$1.28B	$1.13B	$1.06B	$930M	$840M
Shares Outstanding	17,800,000	18,500,000	18,600,000	18,600,000	18,730,000	18,677,000	18,577,000	18,395,000	18,255,000	18,021,000	17,957,000	18,404,000

Flusso di cassa 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$54M	$49M	$51M	$46M	$43M	$71M	$49M	$50M	$44M	$38M	$34M	$26M
Stock-based Comp	$11M	$15M	$14M	$12M	$17M	$14M	$12M	$11M	$12M	$11M	$10M	$8M
Deferred Tax	$-7M	$-17M	$-4M	$-21M	$-3M	$-13M	$-18M	$-3M	$18M	$7M	$4M	$8M
Amort. of Intangibles	$11M	$12M	$13M	$16M	$14M	$42M	$18M	$16M	$15M	$11M	$11M	$6M
Restructuring	$23M	$16M	$17M	$2M	$3M	$12M	$948.0K	$3M	$3M	$700.0K	·	·
Operating Cash Flow	$101M	$127M	$131M	$130M	$124M	$165M	$161M	$67M	$139M	$117M	$74M	$85M
CapEx	$30M	$56M	$57M	$117M	$71M	$40M	$52M	$47M	$27M	$18M	$25M	$29M
Investing Cash Flow	$-15M	$-46M	$-48M	$-113M	$-239M	$-40M	$-49M	$-167M	$-78M	$-152M	$-180M	$-29M
Debt Issued	·	·	·	$100M	$190M	$150M	$0	$102M	$0	$166M	$125M	$0
Net Debt Issued	·	·	·	$100M	$190M	$150M	$0	$102M	$0	$166M	$125M	·
Stock Issued	·	·	·	·	$0	$0	$344.0K	$861.0K	$3M	$858.0K	$7M	$21M
Stock Repurchased	$52M	$20M	$0	$25M	$0	$0	$0	$3M	$0	$8M	$40M	$0
Net Stock Activity	$-52M	$-20M	$0	$-25M	$0	$0	$344.0K	$-2M	$3M	$-4M	$-33M	$21M
Financing Cash Flow	$-54M	$-50M	$-190M	$-10M	$159M	$-104M	$-112M	$89M	$-113M	$58M	$83M	$2M
Net Change in Cash	$37M	$28M	$-104M	$4M	$40M	$25M	$-889.0K	$-13M	$-47M	$23M	$-33M	$45M
Taxes Paid	$21M	·	·	·	·	·	·	·	·	$24M	$19M	$14M
Free Cash Flow	$71M	$71M	$74M	$13M	$53M	$125M	$110M	$20M	$112M	$99M	$49M	$56M

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	31.7%	33.4%	33.8%	33.1%	37.4%	36.4%	-4575.5%	35.4%	38.8%	38.0%	36.7%	38.3%
Operating Margin	-5.5%	3.0%	9.4%	14.9%	12.6%	8.4%	-1608.4%	12.8%	15.9%	12.8%	11.9%	13.2%
Net Margin	-7.6%	3.1%	6.2%	12.0%	11.6%	6.2%	-688.9%	10.0%	9.8%	7.4%	7.2%	8.7%
Pretax Margin	-5.6%	4.1%	8.4%	14.4%	13.5%	8.5%	-802.5%	12.6%	16.2%	12.5%	10.3%	13.2%
EBITDA Margin	-5.5%	3.0%	9.4%	14.9%	12.6%	8.4%	-1608.4%	12.8%	15.9%	12.8%	11.9%	13.2%
ROA	-4.2%	1.7%	3.6%	7.2%	7.5%	3.9%	3.7%	7.3%	7.4%	4.9%	5.2%	6.4%
ROE	-5.1%	2.1%	4.6%	10.3%	9.8%	5.0%	5.1%	10.5%	11.5%	7.9%	7.9%	9.3%
ROIC	-5.2%	1.5%	4.9%	8.6%	7.7%	4.7%	9.0%	8.3%	8.8%	5.6%	7.0%	8.2%

Liquidità e Solvibilità 4

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	4.0	4.0	4.5	4.6	3.6	4.3	4.6	4.5	4.0	4.5	5.4	3.6
Quick Ratio	2.6	2.4	2.5	2.9	2.4	2.9	2.9	2.9	2.8	3.4	3.9	2.8
Debt / Equity	·	0.0	0.0	0.2	0.2	0.0	0.1	0.3	0.2	0.4	0.3	0.1
LT Debt / Equity	·	0.0	0.0	0.2	0.2	0.0	0.1	0.3	0.2	0.4	0.3	0.0

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.6	0.6	0.6	0.6	0.7	0.6	-0.0	0.7	0.8	0.7	0.7	0.7
Inventory Turnover	4.1	3.7	3.6	4.1	5.0	4.3	4.4	4.6	4.9	4.4	4.8	5.6
Receivables Turnover	6.1	5.6	5.4	5.7	6.3	6.3	-0.1	6.2	6.3	5.9	6.4	6.8

Per Azione 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$67.17	$67.65	$67.69	$63.12	$59.74	$54.65	$50.77	$46.47	$41.99	$35.28	$32.55	$31.62
Revenue / Share	$44.55	$44.63	$48.58	$51.24	$49.46	$42.91	$-0.37	$47.11	$44.27	$36.02	$34.34	$32.67
Cash Flow / Share	$5.56	$6.83	$7.03	$6.83	$6.59	$8.82	$8.62	$3.58	$7.49	$6.42	$3.96	$4.56
Cash / Share	$11.07	$8.64	$7.08	$12.70	$12.40	$10.27	$9.07	$9.19	$9.92	$12.64	$11.39	$12.90
EPS (TTM)	$-3.40	$1.40	$3.03	$6.15	$5.73	$2.67	$2.53	$4.70	$4.34	$2.65	$2.48	$2.86

Tassi di Crescita 7

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	-2.3%	-8.6%	-6.5%	4.1%	16.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	-5.8%	-3.8%	4.2%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	0.20%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	·	-53.8%	-50.7%	7.3%	114.6%	·	·	·	·	·	·	·
EPS CAGR 3Y	·	-37.5%	4.3%	·	·	·	·	·	·	·	·	·
Net Income YoY	·	-53.9%	-51.5%	7.9%	116.2%	·	·	·	·	·	·	·
Net Income CAGR 3Y	·	-37.7%	4.2%	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 14

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$811M	$830M	$908M	$971M	$933M	$803M	$898M	$879M	$821M	$656M	$641M	$611M
Net Income TTM	$-62M	$26M	$57M	$117M	$108M	$50M	$47M	$88M	$80M	$48M	$46M	$53M
Market Cap	$1.63B	$1.88B	$2.46B	$2.22B	$5.11B	$2.90B	$2.29B	$1.81B	$2.96B	$1.38B	$926M	$1.50B
Enterprise Value	·	$1.72B	$2.35B	$2.20B	$5.07B	$2.73B	$2.25B	$1.87B	$2.91B	$1.40B	$900M	$1.32B
P/E	-26.9	72.6	43.6	19.4	47.6	58.2	49.3	21.1	37.3	29.0	20.8	28.5
P/S	2.0	2.3	2.7	2.3	5.5	3.6	2.6	2.1	3.6	2.1	1.4	2.5
P/B	1.4	1.5	2.0	1.9	4.6	2.8	2.5	2.1	3.9	2.2	1.6	2.6
P / Tangible Book	2.1	2.4	3.2	3.2	8.9	4.6	·	·	·	·	·	·
P / Cash Flow	16.1	14.8	18.7	17.1	41.1	17.6	14.2	27.1	21.3	11.8	12.5	17.6
P / FCF	22.9	26.5	33.0	174.9	96.0	23.3	20.9	91.8	26.4	14.0	18.9	26.5
EV / EBITDA	·	69.1	27.6	15.2	43.3	40.6	20.4	16.6	22.2	16.6	11.8	16.4
EV / FCF	·	24.2	31.7	173.3	95.3	21.9	20.5	94.9	26.0	14.1	18.3	23.4
EV / Revenue	·	2.1	2.6	2.3	5.4	3.4	2.5	2.1	3.5	2.1	1.4	2.2
Earnings Yield	-3.7%	1.4%	2.3%	5.1%	2.1%	1.7%	2.0%	4.7%	2.7%	3.5%	4.8%	3.5%

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	$217M	$200M	$202M	$216M	$203M	$190M	$192M	$210M	$214M	$213M	$205M	$229M	$231M	$244M	$224M	$247M
Cost of Revenue	$146M	$136M	$138M	$144M	$139M	$134M	$130M	$136M	$141M	$145M	$137M	$149M	$151M	$164M	$153M	$169M
Gross Profit	$70M	$65M	$64M	$72M	$64M	$57M	$62M	$74M	$73M	$68M	$67M	$80M	$80M	$80M	$71M	$78M
R&D Expense	$7M	$7M	$7M	$7M	$7M	$7M	$8M	$8M	$10M	$9M	$10M	$8M	$8M	$10M	$10M	$9M
SG&A Expense	$42M	$41M	$42M	$42M	$48M	$44M	$50M	$45M	$51M	$48M	$52M	$44M	$46M	$60M	$54M	$51M
Operating Income	$20M	$11M	$7M	$16M	$-68M	$-300.0K	$-13M	$15M	$11M	$12M	$30M	$27M	$28M	$-300.0K	$83M	$18M
Other Non-op	$1M	$300.0K	$2M	$400.0K	$-2M	$-2M	$10M	$-2M	$300.0K	$400.0K	$-700.0K	$700.0K	$-800.0K	$100.0K	$-463.0K	$977.0K
Pretax Income	$21M	$11M	$10M	$16M	$-69M	$-2M	$-3M	$14M	$12M	$12M	$29M	$26M	$25M	$-4M	$78M	$18M
Income Tax	$8M	$7M	$5M	$8M	$4M	$-200.0K	$-2M	$3M	$4M	$4M	$5M	$7M	$7M	$-100.0K	$11M	$3M
Net Income	$14M	$4M	$5M	$9M	$-74M	$-1M	$-500.0K	$11M	$8M	$8M	$23M	$19M	$18M	$-4M	$67M	$15M
EPS (Basic)	$0.76	$0.25	$0.20	$0.48	$-4.00	$-0.08	$-0.04	$0.58	$0.44	$0.42	$1.25	$1.02	$0.96	$-0.19	$3.59	$0.79
EPS (Diluted)	$0.76	$0.25	$0.20	$0.48	$-4.00	$-0.08	$-0.04	$0.58	$0.44	$0.42	$1.24	$1.02	$0.96	$-0.19	$3.56	$0.78
Shares (Basic)	17,900,000	17,800,000	·	18,100,000	18,400,000	18,500,000	·	18,600,000	18,600,000	18,600,000	·	18,600,000	18,600,000	18,600,000	·	18,818,000
Shares (Diluted)	18,000,000	17,900,000	·	18,100,000	18,400,000	18,500,000	·	18,600,000	18,600,000	18,700,000	·	18,700,000	18,700,000	18,600,000	·	18,999,000
EBITDA	$20M	$11M	·	$16M	$-68M	$-300.0K	·	$15M	$11M	$12M	·	$27M	$28M	$-252.0K	·	$18M

Stato Patrimoniale 23

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	$181M	$196M	$197M	$168M	$157M	$176M	$160M	$146M	$120M	$117M	·	$126M	$141M	$194M	·	$236M
Short-term Investments	$30M	·	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Receivables	$149M	$142M	$131M	$146M	$142M	$139M	$135M	$156M	$160M	$159M	·	$186M	$187M	$175M	·	$163M
Inventory	$130M	$128M	$125M	$143M	$151M	$143M	$142M	$154M	$151M	$151M	$154M	$157M	$170M	$177M	$182M	$174M
Other Current Assets	$21M	$15M	$15M	$18M	$20M	$16M	$28M	$32M	$36M	$30M	·	$32M	$35M	$12M	·	$16M
Current Assets	$544M	$511M	$500M	$505M	$500M	$503M	$494M	$521M	$502M	$501M	·	$555M	$583M	$612M	·	$638M
Accum. Depreciation	·	·	·	·	·	·	·	$404M	$393M	$386M	·	$392M	$380M	$392M	·	$368M
Goodwill	$301M	$301M	$303M	$304M	$306M	$363M	$358M	$366M	$356M	$357M	·	$352M	$359M	$356M	·	$338M
Intangibles	$93M	$96M	$99M	$102M	$106M	$110M	$110M	$118M	$117M	$120M	·	$124M	$131M	$132M	·	$150M
Other Non-current Assets	$20M	$20M	$20M	$20M	$20M	$21M	$21M	$9M	$8M	$8M	·	$17M	$16M	$18M	·	$9M
Total Assets	$1.45B	$1.43B	$1.43B	$1.45B	$1.45B	$1.51B	$1.48B	$1.54B	$1.49B	$1.49B	·	$1.52B	$1.57B	$1.61B	·	$1.63B
Accounts Payable	$63M	$53M	$43M	$50M	$53M	$51M	$48M	$47M	$50M	$52M	·	$47M	$51M	$52M	·	$57M
Current Liabilities	$136M	$127M	$126M	$130M	$132M	$128M	$124M	$122M	$116M	$117M	·	$116M	$119M	$127M	·	$138M
Capital Leases	$17M	$18M	$18M	$19M	$20M	$20M	$21M	$22M	$14M	$15M	·	$10M	$9M	$11M	·	$4M
Deferred Tax	$18M	$18M	$18M	$19M	$19M	$18M	$18M	$24M	$23M	$23M	·	$24M	$24M	$24M	·	$25M
Other Non-current Liabilities	$15M	$15M	$16M	$16M	$16M	$16M	$10M	$10M	$10M	$10M	·	$18M	$18M	$20M	·	$14M
Total Debt	·	·	·	·	·	·	·	$0	$0	$0	·	$80M	$130M	$190M	·	$290M
Common Stock	$18M	$18M	$18M	$18M	$18M	$18M	$18M	$19M	$19M	$19M	·	$19M	$19M	$19M	·	$19M
Retained Earnings	$1.14B	$1.12B	$1.12B	$1.11B	$1.11B	$1.18B	$1.18B	$1.18B	$1.17B	$1.16B	·	$1.13B	$1.11B	$1.09B	·	$1.03B
AOCI	$-57M	$-55M	$-47M	$-47M	$-44M	$-78M	$-95M	$-55M	$-81M	$-76M	·	$-89M	$-71M	$-76M	·	$-125M
Stockholders' Equity	$1.20B	$1.19B	$1.20B	$1.20B	$1.21B	$1.27B	$1.25B	$1.30B	$1.26B	$1.26B	$1.26B	$1.21B	$1.21B	$1.18B	$1.17B	$1.09B
Liabilities + Equity	$1.45B	$1.43B	$1.43B	$1.45B	$1.45B	$1.51B	$1.48B	$1.54B	$1.49B	$1.49B	·	$1.52B	$1.57B	$1.61B	·	$1.63B
Shares Outstanding	17,900,000	17,800,000	17,800,000	17,900,000	18,100,000	18,500,000	18,500,000	18,600,000	18,600,000	18,700,000	·	18,616,000	18,616,000	18,609,000	·	18,812,000

Flusso di cassa 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
D&A	$13M	$13M	$15M	$13M	$14M	$13M	$13M	$13M	$12M	$11M	$11M	$11M	$14M	$15M	$12M	$11M
Stock-based Comp	$3M	$2M	$2M	$800.0K	$4M	$4M	$3M	$3M	$5M	$4M	$3M	$4M	$5M	$2M	$224.0K	$4M
Deferred Tax	$3M	$-800.0K	$-2M	$-2M	$1M	$-5M	$-10M	$1M	$-3M	$-6M	$5M	$617.0K	$-2M	$-7M	$-7M	$-5M
Amort. of Intangibles	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$4M	$4M
Restructuring	$700.0K	$6M	$6M	$7M	$4M	$6M	$8M	$6M	$1M	$100.0K	$500.0K	$2M	$4M	$10M	$593.0K	$373.0K
Operating Cash Flow	$24M	$6M	$47M	$29M	$14M	$12M	$34M	$42M	$23M	$28M	$72M	$42M	$16M	$2M	$128M	$14M
CapEx	$6M	$5M	$5M	$8M	$8M	$10M	$15M	$17M	$14M	$9M	$22M	$7M	$12M	$16M	$30M	$34M
Investing Cash Flow	$-36M	$-4M	$-4M	$-8M	$-7M	$4M	$-5M	$-17M	$-14M	$-9M	$-18M	$-6M	$-9M	$-15M	$-32M	$-29M
Stock Repurchased	·	·	$14M	$10M	$28M	$0	$12M	$0	$8M	$300.0K	$0	$0	$0	$0	·	·
Net Stock Activity	·	·	·	$-10M	·	$0	·	·	·	$-300.0K	·	·	·	·	·	·
Financing Cash Flow	$-3M	$-2M	$-14M	$-10M	$-28M	$-2M	$-12M	$-200.0K	$-7M	$-32M	$-51M	$-50M	$-60M	$-29M	$-100M	$30M
Net Change in Cash	$-14M	$-1M	$29M	$11M	$-18M	$16M	$13M	$26M	$3M	$-15M	$5M	$-15M	$-52M	$-42M	$-565.0K	$11M
Free Cash Flow	·	$1M	·	·	·	$2M	·	·	·	$19M	·	·	·	$-15M	·	·

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	32.5%	32.2%	·	33.5%	31.6%	29.9%	·	35.2%	34.1%	32.0%	·	35.1%	34.5%	32.7%	·	31.6%
Operating Margin	9.2%	5.3%	·	7.3%	-33.3%	-0.16%	·	6.9%	5.3%	5.5%	·	11.8%	12.1%	-0.10%	·	7.5%
Net Margin	6.3%	2.2%	·	4.0%	-36.3%	-0.73%	·	5.1%	3.8%	3.7%	·	8.3%	7.7%	-1.4%	·	6.0%
Pretax Margin	9.9%	5.6%	·	7.5%	-34.2%	-0.84%	·	6.4%	5.6%	5.4%	·	11.4%	10.9%	-1.5%	·	7.1%
EBITDA Margin	9.2%	5.3%	·	7.3%	-33.3%	-0.16%	·	6.9%	5.3%	5.5%	·	11.8%	12.1%	-0.10%	·	7.5%
ROA	0.94%	0.31%	·	0.58%	-5.0%	-0.09%	·	0.70%	0.53%	0.50%	·	1.2%	1.1%	-0.22%	·	1.0%
ROE	1.1%	0.37%	·	0.69%	-6.0%	-0.11%	·	0.85%	0.66%	0.64%	·	1.7%	1.6%	-0.31%	·	1.4%
ROIC	1.1%	0.36%	·	0.69%	-5.9%	-0.02%	·	0.89%	0.61%	0.62%	·	1.5%	1.5%	-0.02%	·	1.1%

Liquidità e Solvibilità 4

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	4.0	4.0	·	3.9	3.8	3.9	·	4.3	4.3	4.3	·	4.8	4.9	4.8	·	4.6
Quick Ratio	2.6	2.7	·	2.4	2.3	2.5	·	2.5	2.4	2.4	·	2.7	2.8	2.9	·	2.9
Debt / Equity	·	·	·	·	·	·	·	0.0	0.0	0.0	·	0.1	0.1	0.2	·	0.3
LT Debt / Equity	·	·	·	·	·	·	·	0.0	0.0	0.0	·	0.1	0.1	0.2	·	0.3

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	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.2	·	0.2
Inventory Turnover	1.0	1.0	·	1.0	0.9	0.9	·	0.9	0.9	0.9	·	0.9	0.9	1.0	·	1.2
Receivables Turnover	1.5	1.4	·	1.4	1.3	1.3	·	1.2	1.2	1.3	·	1.3	1.3	1.4	·	1.5

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	$67.30	$67.01	·	$67.19	$66.67	$68.66	·	$69.93	$67.78	$67.37	·	$65.03	$64.76	$63.32	·	$57.93
Revenue / Share	$12.04	$11.20	·	$11.93	$11.02	$10.30	·	$11.31	$11.52	$11.41	·	$12.26	$12.35	$13.11	·	$13.01
Cash Flow / Share	·	$0.32	·	·	·	$0.63	·	·	·	$1.50	·	·	·	$0.10	·	·
Cash / Share	$10.13	$11.00	·	$9.37	$8.69	$9.49	·	$7.87	$6.45	$6.25	·	$6.79	$7.60	$10.41	·	$12.57
EPS (TTM)	$1.69	$-3.07	·	$-3.64	$-3.54	$0.90	·	$2.68	$3.12	$3.64	·	$5.35	$5.11	$5.09	·	$3.81

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	$835M	$821M	·	$802M	$796M	$807M	·	$842M	$861M	$878M	·	$928M	$946M	$967M	·	$978M
Net Income TTM	$31M	$-56M	·	$-67M	$-65M	$17M	·	$50M	$58M	$68M	·	$101M	$97M	$96M	·	$72M
Market Cap	$2.93B	$1.91B	·	$1.44B	$1.24B	$1.25B	·	$2.10B	$2.24B	$2.22B	·	$2.45B	$3.01B	$3.04B	·	$4.55B
Enterprise Value	·	·	·	·	·	·	·	$1.96B	$2.12B	$2.10B	·	$2.40B	$3.00B	$3.04B	·	$4.60B
P/E	96.9	-35.0	·	-22.1	-19.3	75.0	·	42.2	38.7	32.6	·	24.6	31.7	32.1	·	63.5
P/S	3.5	2.3	·	1.8	1.6	1.5	·	2.5	2.6	2.5	·	2.6	3.2	3.1	·	4.7
P/B	2.4	1.6	·	1.2	1.0	1.0	·	1.6	1.8	1.8	·	2.0	2.5	2.6	·	4.2
P / Tangible Book	3.6	2.4	·	1.8	1.6	1.6	·	2.6	2.8	2.8	·	3.3	4.2	4.4	·	7.6
P / Cash Flow	·	329.4	·	·	·	106.8	·	·	·	79.0	·	·	·	1657.4	·	·
EV / Revenue	·	·	·	·	·	·	·	2.3	2.5	2.4	·	2.6	3.2	3.1	·	4.7
Earnings Yield	1.0%	-2.9%	·	-4.5%	-5.2%	1.3%	·	2.4%	2.6%	3.1%	·	4.1%	3.2%	3.1%	·	1.6%

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	$811M	$830M	$908M	$971M	$933M
Margine Lordo %	31.7%	33.4%	33.8%	33.1%	37.4%
Margine Operativo %	-5.5%	3.0%	9.4%	14.9%	12.6%
Utile netto	$-62M	$26M	$57M	$117M	$108M
EPS Diluito	$-3.40	$1.40	$3.03	$6.15	$5.73

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debito / Patrimonio Netto	·	0.0	0.0	0.2	0.2
Rapporto corrente	4.0	4.0	4.5	4.6	3.6
Quick Ratio	2.6	2.4	2.5	2.9	2.4

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$71M	$71M	$74M	$13M	$53M

Proprietari istituzionali (13F) 321 filer · $3.1B 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 321

Valore detenuto $3.1B

Nuove posizioni 70

Posizioni chiuse 19

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
70 (+18 vs trimestre precedente)	19 (-6 vs trimestre precedente)	108 (+24 vs trimestre precedente)	84 (+6 vs trimestre precedente)	+1.8M

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.	$556.493.007	3.398.846	18,16%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$223.019.580	1.362.118	7,28%	Azioni
VANGUARD GROUP INC	$204.722.775	2.235.697	6,68%	Azioni
Capital Research Global Investors	$182.364.602	1.113.813	5,95%	Azioni
NORGES BANK	$155.905.671	952.212	5,09%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$129.287.921	789.641	4,22%	Azioni
STATE STREET CORP	$114.910.298	701.828	3,75%	Azioni
DIMENSIONAL FUND ADVISORS LP	$98.527.759	601.760	3,22%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$81.908.544	500.183	2,67%	Azioni
GOLDMAN SACHS GROUP INC	$57.657.028	352.147	1,88%	Azioni
Clearline Capital LP	$56.978.367	348.002	1,86%	Azioni
MORGAN STANLEY	$51.721.149	315.892	1,69%	Azioni
Leeward Investments, LLC - MA	$51.388.172	313.859	1,68%	Azioni
TWO SIGMA INVESTMENTS, LP	$49.128.660	300.059	1,60%	Azioni
NEUBERGER BERMAN GROUP LLC	$45.369.078	276.949	1,48%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$42.568.654	259.993	1,39%	Azioni
NORTHERN TRUST CORP	$38.284.331	233.826	1,25%	Azioni
FRANKLIN RESOURCES INC	$38.149.745	233.004	1,25%	Azioni
Qube Research & Technologies Ltd	$34.040.941	207.909	1,11%	Azioni
CITADEL ADVISORS LLC	$33.074.115	202.004	1,08%	Azioni
Atreides Management, LP	$30.995.890	189.311	1,01%	Azioni
First Eagle Investment Management, LLC	$30.825.120	188.268	1,01%	Azioni
AMERIPRISE FINANCIAL INC	$30.421.798	185.802	0,99%	Azioni
GAMCO INVESTORS, INC. ET AL	$29.637.586	181.015	0,97%	Azioni
ODDO BHF ASSET MANAGEMENT SAS	$25.378.150	155.000	0,83%	Azioni
Point72 Asset Management, L.P.	$23.367.218	142.718	0,76%	Azioni
BANK OF AMERICA CORP /DE/	$22.859.000	139.614	0,75%	Azioni
LOOMIS SAYLES & CO L P	$21.568.153	131.730	0,70%	Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC	$19.496.313	119.076	0,64%	Azioni
JANE STREET GROUP, LLC	$19.467.988	118.903	0,64%	Azioni
VANGUARD FIDUCIARY TRUST CO	$18.297.155	111.752	0,60%	Azioni
Bank of New York Mellon Corp	$18.011.610	110.008	0,59%	Azioni
KING LUTHER CAPITAL MANAGEMENT CORP	$16.643.809	101.654	0,54%	Azioni
Invesco Ltd.	$14.876.836	90.862	0,49%	Azioni
Marathon Asset Management Ltd	$13.692.458	83.632	0,45%	Azioni
BARCLAYS PLC	$13.560.773	82.824	0,44%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$13.140.642	80.258	0,43%	Azioni
SEGALL BRYANT & HAMILL, LLC	$12.915.677	78.884	0,42%	Azioni
Aristotle Capital Boston, LLC	$12.520.629	76.471	0,41%	Azioni
Granite Investment Partners, LLC	$12.237.671	74.743	0,40%	Azioni
JONES FINANCIAL COMPANIES LLLP	$10.446.650	65.076	0,34%	Azioni
Edgestream Partners, L.P.	$10.318.920	63.024	0,34%	Azioni
GABELLI FUNDS LLC	$10.216.752	62.400	0,33%	Azioni
Nuveen, LLC	$10.163.376	62.074	0,33%	Azioni
THIRD AVENUE MANAGEMENT LLC	$10.083.148	61.584	0,33%	Azioni
RENAISSANCE TECHNOLOGIES LLC	$9.512.713	58.100	0,31%	Azioni
Public Sector Pension Investment Board	$9.344.235	57.071	0,31%	Azioni
D. E. Shaw & Co., Inc.	$9.208.666	56.243	0,30%	Azioni
NEEDHAM INVESTMENT MANAGEMENT LLC	$9.005.150	55.000	0,29%	Azioni
PRUDENTIAL FINANCIAL INC	$8.877.277	54.219	0,29%	Azioni

Mostra tutti i 321 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 & OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE & OPPORTUNITY S LLC, Starboard Value & Opportunity Master Fund L LP, Starboard Value L LP, Starboard Value R GP LLC, Starboard X Master Fund Ltd, Starboard Value GP LLC, Starboard Principal Co LP, Starboard Principal Co GP LLC, Smith Jeffrey C, Feld Peter A ×6 depositi	23 Gennaio 2026	3,30%	Modifica	·	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 77 insider · 42 dirigenti · 28 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Ali Omar El-Haj	President & CEO	12 Luglio 2026 F	37.502	0	$0
Randall Colin Gouveia	President & CEO	19 Febbraio 2025 F	47.508	0	$0
Laura Russell	SVP, CFO, Treasurer	05 Settembre 2026 F	12.584	0	$0
Ramakumar Mayampurath	SVP, CFO, Treasurer	01 Maggio 2024 F	20.626	0	$0
Michael M Ludwig	SVP, CFO, Treasurer	12 Febbraio 2021 F	7.123	0	$0
David Mathieson	Vice President & CFO	19 Maggio 2015 F	5.470	0	$0
Dennis M Loughran	VP Finance and CFO	12 Maggio 2014 F	21.491	0	$0
James M Rutledge	V.P. Finance and CFO	03 Gennaio 2005 J	1.787	0	$0
Jeff Tsao	President of AES	28 Febbraio 2026 F	12.149	0	$0
Raymond Sean Reeder	Corporate Controller & CAO	14 Agosto 2026 F	1.824	0	$0
Brian Keith Larabee	SVP & GM - EMS	01 Maggio 2026 S	5.515	2	$-179.354
Jessica Ann Morton	SVP, Gen Counsel, Secretary	11 Marzo 2026 F	10.745	0	$0
Michael Reed Webb	SVP & Chief Admin Officer	02 Marzo 2026 S	7.769	3	$-305.570
Griffin Melaney Gappert	VP, Chief Technology Officer	01 Maggio 2025 S	4.484	0	$0
Lawrence Erwin Schmid	Senior VP Global Operations	19 Febbraio 2025 F	9.304	0	$0
John Alexis	SVP, Chief Info & Digital Ofcr	12 Febbraio 2025 A	2.087	0	$0
Mark Weaver	Corporate Controller & CAO	09 Febbraio 2024 F	2.713	0	$0
Robert C Daigle	SVP	14 Febbraio 2023 F	11.341	0	$0
Peter Bennett Williams	SVP Global Operations	22 Luglio 2022 F	8.217	0	$0
Jonathan James Rowntree	SVP, GM of AES	03 Giugno 2022 F	7.252	0	$0
Benjamin Mcneil Buckley	VP, Chief HR Officer	14 Febbraio 2022 A	6.313	0	$0
Jay B Knoll	SVP, General Counsel	14 Febbraio 2022 A	13.247	0	$0
John J Krawczynski	Chief Accounting Officer	08 Marzo 2016 F	2.116	0	$0
John C. Quinn	V.P.	10 Agosto 2015 P	7.006	0	$0
Paul B Middleton	Dir Fin-Treas Op-NBD-Corp Trsr	04 Agosto 2014 S	1.861	0	$0
Debra J Granger	VP Corp Compliance & Controls	09 Giugno 2014 M	5.366	0	$0
Terrence W Mahoney	VP & General Counsel	20 Maggio 2014 F	16	0	$0
Ronald J. Pelletier	Corp Controller & PrinAcct Off	12 Maggio 2014 F	7.646	0	$0
Luc Van Eenaeme	Vice President Europe	28 Maggio 2013 M	25.211	0	$0
Robert M Soffer	VP & Corporate Secretary	22 Febbraio 2013 F	45.200	0	$0
Cooper L Michael	VP Logistics	31 Maggio 2012 I	0	0	$0
Michael D Bessette	Sr. Vice President	09 Gennaio 2012 J	11.644	0	$0
Peter G Kaczmarek	Sr Vice President	09 Gennaio 2012 J	15.625	0	$0
Robert D Wachob	Chairman of the Board	07 Ottobre 2011 M	82.823	0	$0
Roland Schmider	Vice President Curamik	12 Maggio 2011 A	6.730	0	$0
Michael N Sehnert	VP Rogers Asia	12 Maggio 2011 A	1.633	0	$0
Frank J Gillern	VP Corporate Manufacturing	02 Luglio 2009 J	4.847	0	$0
John A Richie	Vice President Human Resources	02 Luglio 2009 J	12.135	0	$0
David W Smith	V.P. Manufacturing and IT	02 Luglio 2007 J	572	0	$0
Mario C Kerr	V.P. Sales and Marketing	02 Luglio 2007 J	763	0	$0
Ty L Mcfarland	V.P. Supply Chain Management	14 Febbraio 2007 A	446	0	$0
Bruce G Kosa	Vice President Technology	05 Novembre 2003 S	11.341	0	$0
Woon Keat Moh	Direttore	06 Maggio 2026 A	4.723	0	$0
Armand F Lauzon Jr	Direttore	06 Maggio 2026 A	7.837	0	$0
Megan Faust	Direttore	06 Maggio 2026 A	7.353	0	$0
Brett Alan Cope	Direttore	06 Maggio 2026 A	1.427	0	$0
Anne K Roby	Direttore	06 Maggio 2026 A	6.837	0	$0
Eric Howard Starkloff	Direttore	06 Maggio 2026 A	1.427	0	$0
Larry L Berger	Direttore	06 Maggio 2026 A	6.637	0	$0
Jeffrey J Owens	Direttore	06 Maggio 2026 A	13.487	0	$0
Keith Barnes	Direttore	04 Maggio 2023 A	2.770	0	$0
Ganesh Moorthy	Direttore	04 Maggio 2023 A	12.250	0	$0
Carol R Jensen	Direttore	03 Marzo 2023 S	12.538	0	$0
Bruce D. Hoechner	Direttore	14 Febbraio 2023 F	113.272	0	$0
Keith R Larson	Direttore	05 Maggio 2022 A	1.900	0	$0
Helene Simonet	Direttore	05 Maggio 2022 A	10.500	0	$0
Robert G Paul	Direttore	04 Maggio 2016 S	18.254	0	$0
Gregory B Howey	Direttore	24 Febbraio 2015 M	27.314	0	$0
Charles M Brennan III	Direttore	03 Maggio 2013 A	18.730	0	$0
Carl J Hsu	Direttore	04 Maggio 2012 A	14.515	0	$0
Eileen S Kraus	Direttore	28 Novembre 2011 M	13.094	0	$0
Walter E Boomer	Direttore	07 Maggio 2009 A	5.150	0	$0
Leonard R Jaskol	Direttore	09 Maggio 2008 A	11.888	0	$0
Leonard M Baker	Direttore	09 Maggio 2008 A	9.938	0	$0
Edward L Diefenthal	Direttore	26 Aprile 2007 A	38.419	0	$0
William E Mitchell	Direttore	15 Giugno 2004 A	8.191	0	$0
Harry H Birkenruth	Direttore	10 Maggio 2004 G	65.566	0	$0
Donna Costello	·	06 Maggio 2026 A	6.137	0	$0
Peter C Wallace	·	30 Aprile 2026 S	4.260	5	$-1.490.450
Michael F Barry	·	09 Maggio 2019 A	17.350	0	$0
Marc J Beulque	·	02 Maggio 2019 S	2.225	0	$0
Helen Zhang	·	22 Febbraio 2019 S	4.000	0	$0
Jeffrey M Grudzien	·	22 Febbraio 2019 S	22.557	0	$0
Gary M Glandon	·	07 Febbraio 2019 F	14.791	0	$0
Christopher Shadday	·	30 Agosto 2018 S	4.188	0	$0
Janice E Stipp	·	04 Maggio 2018 S	8.183	0	$0
William Mitchell	·	23 Febbraio 2017 S	2.915	0	$0

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

Proprietà ETF Posseduti da 49 ETF

20

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

Fondo	Peso	Unità	Aggiornato al	Fonte
PSCT · Invesco Exchange-Traded Fund Trust …	1,08%	37.139 SH	01 Ottobre 2026	Giornaliero
XSMO · Invesco Exchange-Traded Fund Trust	0,57%	106.986 SH	01 Ottobre 2026	Giornaliero
QIDX · Spinnaker ETF Series	0,47%	1.487 NS	31 Luglio 2026	N-PORT
SMDX · Tidal Trust III	0,43%	4.565 NS	31 Luglio 2026	N-PORT
ESSC · Strategy Shares	0,40%	1.161 NS	31 Luglio 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,29%	35.223 SH	19 Agosto 2026	Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe…	0,21%	3.693 SH	01 Ottobre 2026	Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS	0,19%	15.837 SH	19 Agosto 2026	Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,17%	8.060 NS	31 Luglio 2026	N-PORT
QVMS · Invesco Exchange-Traded Fund Trust …	0,16%	2.428 SH	01 Ottobre 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,15%	58.057 SH	19 Agosto 2026	Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust	0,15%	26.089 SH	01 Ottobre 2026	Giornaliero
NUSC · Nushares ETF Trust	0,14%	14.429 NS	31 Luglio 2026	N-PORT
ESML · iShares Trust	0,10%	20.282 SH	11 Settembre 2026	Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS	0,09%	104.386 SH	19 Agosto 2026	Giornaliero
DFSV · Dimensional ETF Trust	0,09%	57.230 NS	31 Luglio 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,08%	236.166 SH	19 Agosto 2026	Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,08%	4.486 NS	31 Luglio 2026	N-PORT
IWM · iShares Trust	0,08%	463.725 SH	11 Settembre 2026	Giornaliero
ISCG · iShares Trust	0,07%	5.232 SH	11 Settembre 2026	Giornaliero
RSSL · Global X Funds	0,07%	8.678 NS	31 Luglio 2026	N-PORT
RWJ · Invesco Exchange-Traded Fund Trust …	0,06%	8.149 SH	01 Ottobre 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,05%	59.659 NS	31 Luglio 2026	N-PORT
VGT · VANGUARD WORLD FUND	0,04%	387.356 SH	19 Agosto 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,03%	1.450 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,03%	190.293 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,03%	409.438 SH	19 Agosto 2026	Giornaliero
FTEC · FIDELITY COVINGTON TRUST	0,03%	47.900 NS	31 Luglio 2026	N-PORT
WSML · iShares Trust	0,02%	1.012 SH	11 Settembre 2026	Giornaliero
EBIT · Harbor ETF Trust	0,02%	18 NS	31 Luglio 2026	N-PORT
DFAC · Dimensional ETF Trust	0,01%	42.572 NS	31 Luglio 2026	N-PORT
DCOR · Dimensional ETF Trust	0,01%	2.797 NS	31 Luglio 2026	N-PORT
IGM · iShares Trust	0,01%	7.773 SH	11 Settembre 2026	Giornaliero
DFAU · Dimensional ETF Trust	0,00%	4.680 NS	31 Luglio 2026	N-PORT
IWV · iShares Trust	0,00%	5.163 SH	11 Settembre 2026	Giornaliero
ITOT · iShares Trust	0,00%	22.118 SH	11 Settembre 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,00%	4.674 NS	31 Luglio 2026	N-PORT
DFAT · Dimensional ETF Trust	0,00%	1.911 NS	31 Luglio 2026	N-PORT
TILT · FlexShares Trust	0,00%	33 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	567.848 SH	19 Agosto 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	13.445 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	1.530 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,00%	4.021 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	1.013.809 SH	10 Settembre 2026	Giornaliero
IJS · iShares Trust	·	148.060 SH	08 Settembre 2026	Giornaliero
IWN · iShares Trust	·	169.716 SH	11 Settembre 2026	Giornaliero
XJR · iShares Trust	·	2.293 SH	31 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	731 SH	11 Settembre 2026	Giornaliero
SMMV · iShares Trust	·	6.446 SH	01 Settembre 2026	Giornaliero

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

21

rating · 7 analisti COMPRA

Target mediano $185.00 +15,6%

1 14,3% Acquisto forte

5 71,4% Compra

1 14,3% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

3 analisti · 2026-10-02

Target medio $193.33 +20,8%

← Sotto tutti i target Prezzo attuale $160.00

Basso$170.00 Media$193.33 Alto$225.00

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
ROG	$1.63B	-26.9	-2.3%	-7.6%	-5.1%	31.7%
LFUS	·	-90.7	8.9%	-3.0%	-3.0%	38.0%
VSH	·	-207.0	4.5%	-0.29%	-0.44%	19.4%
BDC	$4.54B	19.7	10.3%	8.8%	19.0%	38.0%
BELFA	·	·	26.3%	9.1%	15.7%	39.1%
KN	$1.82B	42.9	7.2%	7.4%	5.8%	43.2%
LWLG	$473M	-20.2	147.7%	-8576.5%	-39.3%	·
AMPG	·	·	·	·	·	·

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.

ROG Rogers Corporation Common Stock

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

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

Informazioni su Rogers Corporation Common Stock Panoramica della società da Wikipedia

History

Products and technology

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) 321 filer · $3.1B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 1 partecipazione

Insider aziendali 77 insider · 42 dirigenti · 28 direttori

Proprietà ETF Posseduti da 49 ETF

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

Target Price a 12 Mesi

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

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