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

03

Prezzo $16.24

Capitalizzazione di Mercato (MRQ) $1.53B

P/E (TTM) 8.5

EPS (TTM) $1.92

Ricavi (TTM) $3.73B

ROE (TTM) 23.5%

Intervallo 52 sett. $12–$18

SBH 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.

Informazioni su Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock Panoramica della società da Wikipedia

05 · wikidata

Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.

Through the Sally Beauty Supply and Beauty Systems Group businesses, the Company sells and distributes through over 4,000 stores, including approximately 200 franchised units, throughout the United States, the United Kingdom (Sally Beauty UK), Belgium (pro- duo 40SHOPS M&A ), Canada, Chile, Peru, Puerto Rico, Mexico (2000 Amstrong McCall 130 shops M&A), France, Ireland, Germany and The Netherlands.

Sally Beauty Supply stores offer more than 6,000 products for hair, skin, and nails through professional lines such as Clairol, L'Oreal, Wella, and Conair, as well as an extensive selection of proprietary merchandise.

Beauty Systems Group stores, branded as CosmoProf or Armstrong McCall stores, along with its outside sales consultants, sell up to 9,800 professionally branded products including Paul Mitchell, Wella, Sebastian, Goldwell, and TIGI which are targeted exclusively for professional and salon use and resale to their customers. They have also moved to expanding their brand basics, they now sell more products for African-American women. These products include Mixed Chicks, Shea Moisture, and Curlys. The company made this move to seem more inclusive.

History

Sally Beauty Holdings, Inc. opened its first store in New Orleans in 1964. Sally Beauty Company was started by C. Ray Farber in New Orleans and operated its flagship store on Magazine Street before the company was sold to Alberto-Culver. The store was named after his daughter Sally.

Corporate governance

Gary Winterhalter became the company's CEO in 2013. Winterhalter left the CEO role at the end of the first quarter, 2015 and took the role of executive chairman, which he held through the beginning of 2018. Coincident with Winterhalter's transition, Christian Brickman took the CEO role. Effective June 2, 2014, Brickman was the company's president and COO. Brickman stepped down from this role in September 2021. The current president and CEO is Denise Paulonis, effective October 1, 2021.

Leggi di più Mostra meno

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

Wikidata ↗

settoreRetail industriaRetail dipendenti11.000 paeseUS

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

06

Ricavi$3.70B

2016-09-30 → 2025-09-30

EPS$1.89

2016-09-30 → 2025-09-30

Flusso di cassa libero$173M

2016-09-30 → 2025-09-30

Margine netto5.2%

2017-09-30 → 2025-09-30

Valutazione e Rapporti 07–12

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

Metrica	SBH	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	8.5media 5 anni ≈7.7	≈7.7	19.9	Sottovalutato
P/S (TTM)	0.4media 5 anni ≈0.3	≈0.3	0.7	Sottovalutato
P/B (MRQ)	1.8media 5 anni ≈2.6	≈2.6	2.7	Sottovalutato
Prezzo / FCF (TTM)	6.3media 5 anni ≈12.0	≈12.0	·	·
Prezzo / Flusso di cassa (TTM)	4.1media 5 anni ≈5.9	≈5.9	11.2	Sottovalutato
Prezzo / Valore contabile tangibile (MRQ)	1.9	·	·	·
PEG Ratio	≈0.6	·	·	·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica	SBH	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	52.1%media 5 anni ≈50.9%	≈50.9%	43.1%	Di prim'ordine
Margine Operativo (TTM)	8.4%media 5 anni ≈8.5%	≈8.5%	8.6%	In linea
Margine EBITDA (TTM)	11.1%media 5 anni ≈11.3%	≈11.3%	11.4%	In linea
Margine ante imposte (TTM)	6.9%media 5 anni ≈6.5%	≈6.5%	7.8%	In linea
Margine di Profitto Netto (TTM)	5.2%media 5 anni ≈4.8%	≈4.8%	5.7%	In linea
ROA (TTM)	6.8%media 5 anni ≈6.6%	≈6.6%	7.0%	In linea
ROE (TTM)	23.5%media 5 anni ≈37.7%	≈37.7%	14.4%	Di prim'ordine
ROIC	30.7%media 5 anni ≈49.4%	≈49.4%	18.4%	Di prim'ordine

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	SBH	media 5 anni	Mediana dei peer	Verdetto
Rapporto corrente (MRQ)	2.4media 5 anni ≈2.1	≈2.1	1.5	Liquidità elevata
Quick Ratio	0.3media 5 anni ≈0.2	≈0.2	0.4	In linea
Interest Coverage (Copertura degli interessi)	5.1media 5 anni ≈4.2	≈4.2	11.1	Sotto la media

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

Metrica	SBH	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	-0.42%media 5 anni ≈1.1%	≈1.1%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	-1.0%media 5 anni ≈-0.13%	≈-0.13%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	1.0%	·	·	·
EPS YoY	32.2%media 5 anni ≈22.0%	≈22.0%	·	·
Net Income YoY (Utile Netto YoY)	27.7%media 5 anni ≈3.6%	≈3.6%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	4.4%media 5 anni ≈4.0%	≈4.0%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	13.8%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	2.2%media 5 anni ≈-3.9%	≈-3.9%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	1.2%	·	·	·

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

Metrica	SBH	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$1.89media 5 anni ≈$1.75	≈$1.75	·	·
Revenue / Share (Ricavi / Azione)	$35.65media 5 anni ≈$34.78	≈$34.78	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$2.65media 5 anni ≈$2.16	≈$2.16	·	·
Cash / Share (Liquidità / Azione)	$1.52media 5 anni ≈$1.10	≈$1.10	·	·

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

Metrica	SBH	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	1.3media 5 anni ≈1.4	≈1.4	1.4	In linea
Inventory Turnover (Rotazione delle scorte)	1.8media 5 anni ≈1.9	≈1.9	5.7	Debole
Receivables Turnover (Rotazione dei crediti)	113.1media 5 anni ≈112.2	≈112.2	62.7	Di prim'ordine
Revenue / Employee (Ricavi / Dipendente)	≈$336.5K	·	·	·

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

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

14

Sorpresa media 8.5%

Prossimo report Nov 11, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Ago 3, 2026	$0.55	$0.54	2.0%
31 Marzo 2026		$0.44	$0.41	6.3%
31 Dicembre 2025		$0.48	$0.47	2.4%
30 Settembre 2025		$0.55	$0.48	14.9%
30 Giugno 2025		$0.51	$0.43	19.1%
31 Marzo 2025		$0.42	$0.40	6.2%

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

15

Conto Economico 14

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$3.70B	$3.72B	$3.73B	$3.82B	$3.87B	$3.51B	$3.88B	$3.93B	$3.94B	$3.95B	$3.83B	$3.75B
Cost of Revenue	$1.79B	$1.83B	$1.83B	$1.90B	$1.92B	$1.80B	$1.97B	$1.99B	$1.97B	$1.99B	$1.94B	$1.89B
Gross Profit	$1.91B	$1.89B	$1.90B	$1.92B	$1.95B	$1.72B	$1.91B	$1.94B	$1.96B	$1.96B	$1.90B	$1.86B
SG&A Expense	$1.58B	$1.61B	$1.56B	$1.55B	$1.53B	$1.44B	$1.45B	$1.48B	$1.46B	$1.47B	$1.31B	$1.27B
Operating Income	$328M	$283M	$325M	$338M	$418M	$259M	$458M	$427M	$479M	$498M	$495M	$507M
Interest Expense	$64M	$76M	$73M	$94M	$94M	$99M	$96M	$98M	$133M	$144M	$117M	$116M
Pretax Income	$263M	$206M	$252M	$244M	$325M	$160M	$362M	$328M	$346M	$354M	$378M	$391M
Income Tax	$68M	$53M	$67M	$61M	$85M	$47M	$91M	$70M	$131M	$131M	$143M	$145M
Net Income	$196M	$153M	$185M	$184M	$240M	$185M	$272M	$258M	$215M	$223M	$235M	·
EPS (Basic)	$1.95	$1.48	$1.72	$1.69	$2.13	$0.99	$2.27	$2.09	$1.56	$1.51	$1.50	$1.54
EPS (Diluted)	$1.89	$1.43	$1.69	$1.66	$2.10	$0.99	$2.26	$2.08	$1.56	$1.50	$1.49	$1.51
Shares (Basic)	100,662,000	103,939,000	107,332,000	108,665,000	112,653,000	113,881,000	119,636,000	123,190,000	137,533,000	147,179,000	156,353,000	159,933,000
Shares (Diluted)	103,821,000	106,933,000	109,336,000	110,293,000	114,212,000	114,680,000	120,283,000	123,832,000	138,176,000	148,803,000	158,226,000	163,419,000
EBITDA	$428M	$392M	$427M	$438M	·	$366M	$566M	$535M	$591M	$598M	$585M	$587M

Stato Patrimoniale 27

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$149M	$108M	$123M	$71M	$401M	$514M	$71M	$77M	$64M	$87M	$140M	$107M
Receivables	$32M	$34M	$33M	$34M	$33M	$36M	$43M	$48M	$47M	$47M	$49M	$52M
Inventory	$988M	$1.04B	$975M	$936M	$871M	$815M	$953M	$944M	$931M	$907M	$885M	$828M
Other Current Assets	$48M	$69M	$54M	$53M	$45M	$48M	$35M	$43M	$55M	$55M	$37M	$39M
Current Assets	$1.30B	$1.31B	$1.23B	$1.13B	$1.38B	$1.43B	$1.16B	$1.16B	$1.14B	$1.17B	$1.19B	$1.10B
PP&E (Net)	$284M	$270M	$298M	$298M	$307M	$315M	$320M	$308M	$314M	$320M	$271M	$238M
PP&E (Gross)	$1.22B	$1.15B	$1.08B	$1.12B	$1.07B	$1.01B	$979M	$919M	$860M	$787M	$699M	$651M
Accum. Depreciation	$938M	$882M	$780M	$821M	$767M	$695M	$659M	$611M	$546M	$468M	$429M	$413M
Goodwill	$541M	$538M	$533M	$526M	$541M	$540M	$531M	$536M	$538M	$533M	$524M	$536M
Intangibles	$53M	$60M	$55M	$50M	$56M	$58M	$62M	$73M	$80M	$93M	$99M	$115M
Other Non-current Assets	$45M	$37M	$41M	$38M	$22M	$23M	$22M	$25M	$25M	$14M	$13M	$11M
Total Assets	$2.87B	$2.79B	$2.73B	$2.58B	$2.85B	$2.90B	$2.10B	$2.10B	$2.10B	$2.10B	$2.09B	$2.00B
Accounts Payable	$225M	$269M	$259M	$276M	$292M	$236M	$279M	$303M	$308M	$271M	$276M	$259M
Accrued Liabilities	$185M	$163M	$163M	$161M	$206M	$171M	$169M	$180M	$167M	$215M	$209M	$199M
Current Liabilities	$576M	$593M	$579M	$668M	$665M	$563M	$456M	$491M	$573M	$489M	$492M	$464M
Capital Leases	$538M	$480M	$455M	$425M	$404M	$394M	·	·	·	·	·	·
Deferred Tax	$79M	$92M	$93M	$85M	$86M	$92M	$80M	$76M	$98M	$115M	$86M	$75M
Other Non-current Liabilities	$21M	$22M	$23M	$22M	$29M	$33M	$28M	$30M	$20M	$22M	$28M	$28M
Total Liabilities	$2.08B	$2.16B	$2.22B	$2.28B	$2.57B	$2.88B	$2.16B	$2.37B	$2.46B	$2.41B	$2.39B	$2.35B
Long-term Debt	$875M	$994M	$1.08B	$1.09B	$1.39B	$1.81B	$1.61B	$1.79B	$1.89B	$1.80B	$1.80B	$1.80B
Common Stock	$979.0K	$1M	$1M	$1M	$1M	$1M	$1M	$1M	$1M	$1M	$2M	$2M
Retained Earnings	$898M	$741M	$625M	$440M	$357M	$117M	$56M	$-180M	$-283M	$-178M	$-219M	$-320M
Treasury Stock	·	·	·	·	·	·	·	·	·	·	$3M	·
AOCI	$-105M	$-113M	$-123M	$-152M	$-95M	$-105M	$-117M	$-90M	$-82M	$-100M	$-78M	$-29M
Stockholders' Equity	$794M	$629M	$509M	$294M	$281M	$15M	$-60M	$-269M	$-364M	$-276M	$-298M	$-347M
Liabilities + Equity	$2.87B	$2.79B	$2.73B	$2.58B	$2.85B	$2.90B	$2.10B	$2.10B	$2.10B	$2.13B	$2.09B	$2.00B
Shares Outstanding	97,875,000	101,854,000	106,266,000	106,970,000	112,913,000	112,405,000	116,725,000	119,926,000	129,585,000	144,571,000	151,452,000	154,668,000

Flusso di cassa 18

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$100M	$110M	$102M	$100M	$102M	$107M	$108M	$109M	$112M	$100M	$89M	$80M
Stock-based Comp	$19M	$17M	$16M	$10M	$12M	$8M	$9M	$11M	$11M	$13M	$17M	$22M
Deferred Tax	$-10M	$-1M	$8M	$-15M	$-9M	$14M	$5M	$-21M	$14M	$21M	$7M	$-783.0K
Amort. of Intangibles	$4M	$3M	$3M	$4M	$7M	$9M	$11M	$12M	$13M	$13M	$14M	$14M
Restructuring	$0	$-75.0K	$17M	$28M	$5M	$14M	$-682.0K	$34M	$23M	·	·	·
Other Non-cash	$-30M	$-32M	$-62M	$-121M	·	$185M	$-73M	$16M	$-8M	·	·	·
Operating Cash Flow	$275M	$247M	$249M	$156M	$382M	$427M	$320M	$373M	$343M	$354M	$301M	$316M
CapEx	$102M	$101M	$91M	$99M	$74M	$111M	$108M	$87M	$90M	$151M	$107M	$77M
Investing Cash Flow	$-58M	$-109M	$-100M	$-102M	$-76M	$-124M	$-96M	$-95M	$-90M	$-175M	$-113M	·
Debt Issued	·	$1.54B	$1.29B	$520M	$22.0K	$1.09B	$594M	$462M	$1.28B	$912M	$983.0K	$356M
Net Debt Issued	·	$-84M	$-81M	$-250M	·	$205M	$-184M	$-97M	$61M	$-27M	$-831.0K	$122M
Stock Repurchased	$54M	$60M	$15M	$130M	·	$61M	$47M	$167M	$347M	$209M	$228M	$333M
Net Stock Activity	$-54M	$-60M	$-15M	$-130M	·	$-61M	$-47M	$-167M	$-346M	$-207M	$-228M	$-333M
Financing Cash Flow	$-178M	$-154M	$-101M	$-374M	$-420M	$140M	$-229M	$-263M	$-277M	$-232M	$-152M	·
Net Change in Cash	$41M	$-15M	$52M	$-330M	$-113M	$443M	$-6M	$14M	$-23M	$-53M	$33M	$59M
Taxes Paid	$94M	$36M	$64M	$83M	$80M	$50M	$84M	$70M	$115M	$124M	$108M	$139M
Free Cash Flow	$173M	$145M	$159M	$57M	·	$316M	$213M	$286M	$255M	$202M	$194M	$239M
Levered FCF	$125M	$89M	$105M	$-13M	·	$246M	$140M	$209M	$172M	$111M	$122M	$166M

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	51.6%	50.9%	50.9%	50.3%	·	48.8%	49.3%	49.4%	49.9%	49.7%	49.5%	49.6%
Operating Margin	8.9%	7.6%	8.7%	8.8%	·	7.4%	11.8%	10.8%	12.2%	12.6%	12.9%	13.5%
Net Margin	5.3%	4.1%	5.0%	4.8%	·	3.2%	7.0%	6.6%	5.5%	·	·	·
Pretax Margin	7.1%	5.5%	6.8%	6.4%	·	4.5%	9.3%	8.3%	8.8%	9.0%	9.9%	10.4%
EBITDA Margin	11.6%	10.6%	11.5%	11.5%	·	10.4%	14.6%	13.6%	15.0%	15.1%	15.2%	15.6%
ROA	6.9%	5.6%	7.0%	6.8%	·	4.5%	13.0%	12.3%	10.2%	·	·	·
ROE	26.2%	25.4%	37.0%	62.3%	·	-421.8%	-415.4%	-86.8%	-67.2%	·	·	·
ROIC	30.7%	33.5%	46.8%	86.5%	·	1186.2%	-570.0%	-124.8%	-81.9%	-113.6%	-103.3%	-92.0%

Liquidità e Solvibilità 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	2.3	2.2	2.1	1.7	·	2.5	2.6	2.4	2.0	2.4	2.4	2.4
Quick Ratio	0.3	0.2	0.3	0.2	·	1.0	0.3	0.3	0.2	0.3	0.4	0.3
Interest Coverage	5.1	3.7	4.5	3.6	·	2.6	4.8	4.3	3.6	3.5	4.2	4.4

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	1.3	1.3	1.4	1.4	·	1.4	1.8	1.9	1.9	1.9	1.9	1.9
Inventory Turnover	1.8	1.8	1.9	2.1	·	2.0	2.1	2.1	2.1	2.2	2.3	2.3
Receivables Turnover	113.1	110.9	110.4	114.4	·	89.3	84.7	82.4	83.9	82.7	76.4	69.0

Per Azione 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$8.11	$6.17	$4.79	$2.75	·	$0.14	$-0.52	$-2.24	$-2.81	$-1.91	$-1.97	$-2.24
Revenue / Share	$35.65	$34.76	$34.10	$34.59	·	$30.64	$32.23	$31.76	$28.50	$26.56	$24.23	$22.97
Cash Flow / Share	$2.65	$2.31	$2.28	$1.42	·	$3.72	$2.66	$3.01	$2.49	$2.36	$1.90	$1.93
Cash / Share	$1.52	$1.06	$1.16	$0.66	·	$4.57	$0.61	$0.64	$0.49	$0.60	$0.92	$0.69
EPS (TTM)	$1.89	$1.43	$1.69	$1.66	$2.10	$0.99	$2.26	$2.08	$1.56	$1.50	$1.49	$1.51

Tassi di Crescita 9

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	-0.42%	-0.30%	-2.3%	-1.5%	10.3%	·	·	·	·	·	·	·
Revenue CAGR 3Y	-1.0%	-1.4%	2.0%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	1.0%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	32.2%	-15.4%	1.8%	-20.9%	112.1%	·	·	·	·	·	·	·
EPS CAGR 3Y	4.4%	-12.0%	19.5%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	13.8%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	27.7%	-16.9%	0.57%	-23.5%	29.9%	·	·	·	·	·	·	·
Net Income CAGR 3Y	2.2%	-13.8%	0.00%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	1.2%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 10

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$3.70B	$3.72B	$3.73B	$3.82B	$3.87B	$3.51B	$3.88B	$3.93B	$3.94B	$3.95B	$3.83B	$3.75B
Net Income TTM	$196M	$153M	$185M	$184M	$240M	$185M	$272M	$258M	$215M	$223M	$235M	$200M
Market Cap	$1.59B	$1.38B	$891M	$1.35B	·	$977M	$1.74B	$2.21B	$2.54B	$3.71B	$3.60B	$4.23B
P/E	8.6	9.5	5.0	7.6	8.0	8.8	6.6	8.8	12.6	17.1	15.9	18.1
P/S	0.4	0.4	0.2	0.4	·	0.3	0.4	0.6	0.6	0.9	0.9	1.1
P/B	2.0	2.2	1.8	4.6	·	63.3	-28.8	-8.2	-7.0	-13.4	-12.1	-12.2
P / Tangible Book	7.9	45.6	·	·	·	·	·	·	·	·	·	·
P / Cash Flow	5.8	5.6	3.6	8.6	·	2.3	5.4	5.9	7.4	10.6	12.0	13.4
P / FCF	9.2	9.5	5.6	23.5	·	3.1	8.2	7.7	10.0	18.4	18.5	17.7
Earnings Yield	11.6%	10.5%	20.2%	13.2%	12.5%	11.4%	15.2%	11.3%	8.0%	5.8%	6.3%	5.5%

Conto Economico 14

Metrica	Q3 2026	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
Revenue	$935M	$903M	$943M	$947M	$933M	$883M	$938M	$935M	$942M	$908M	$931M	$921M	$931M	$919M	$957M	$962M
Cost of Revenue	$445M	$428M	$460M	$453M	$452M	$424M	$461M	$456M	$461M	$445M	$464M	$455M	$456M	$450M	$468M	$499M
Gross Profit	$490M	$476M	$483M	$494M	$481M	$459M	$477M	$479M	$481M	$463M	$467M	$467M	$475M	$468M	$489M	$463M
SG&A Expense	$404M	$404M	$407M	$414M	$403M	$389M	$377M	$397M	$409M	$403M	$398M	$391M	$384M	$390M	$392M	$398M
Operating Income	$86M	$72M	$76M	$80M	$78M	$69M	$100M	$82M	$72M	$60M	$69M	$77M	$90M	$71M	$87M	$39M
Interest Expense	·	$14M	$15M	$15M	$16M	$16M	$17M	$18M	$21M	$21M	$17M	$20M	$19M	$17M	$18M	$17M
Pretax Income	$73M	$58M	$61M	$65M	$62M	$53M	$83M	$64M	$51M	$39M	$52M	$57M	$71M	$55M	$69M	$22M
Income Tax	$19M	$15M	$16M	$15M	$17M	$14M	$22M	$16M	$13M	$10M	$13M	$15M	$21M	$14M	$18M	$427.0K
Net Income	$54M	$43M	$46M	$50M	$46M	$39M	$61M	$48M	$38M	$29M	$38M	$43M	$51M	$41M	$50M	$21M
EPS (Basic)	$0.57	$0.44	$0.47	$0.50	$0.46	$0.39	$0.60	$0.47	$0.37	$0.28	$0.36	$0.40	$0.47	$0.38	$0.47	$0.21
EPS (Diluted)	$0.55	$0.43	$0.45	$0.49	$0.44	$0.38	$0.58	$0.45	$0.36	$0.27	$0.35	$0.40	$0.46	$0.37	$0.46	$0.21
Shares (Basic)	95,058,000	96,727,000	97,804,000	·	100,463,000	101,614,000	102,021,000	·	103,190,000	104,276,000	105,948,000	·	107,560,000	107,453,000	107,140,000	·
Shares (Diluted)	97,912,000	99,721,000	100,765,000	·	103,239,000	104,435,000	104,974,000	·	105,897,000	107,080,000	108,718,000	·	109,668,000	109,706,000	109,460,000	·
EBITDA	$113M	$97M	$100M	·	$78M	$69M	$126M	·	$72M	$60M	$97M	·	$90M	$71M	$112M	·

Stato Patrimoniale 26

Metrica	Q3 2026	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
Cash & Equivalents	$173M	$157M	$157M	$149M	$113M	$92M	$106M	$108M	$97M	$97M	$121M	·	$74M	$62M	$99M	·
Receivables	$26M	$26M	$27M	$32M	$30M	$27M	$27M	$34M	$33M	$35M	$32M	·	$33M	$31M	$33M	·
Inventory	$996M	$987M	$979M	$988M	$1.01B	$1.01B	$1.01B	$1.04B	$1.02B	$1.04B	$1.01B	·	$996M	$1.02B	$987M	·
Other Current Assets	$46M	$47M	$45M	$48M	$48M	$45M	$51M	$69M	$51M	$56M	$56M	·	$51M	$48M	$58M	·
Current Assets	$1.31B	$1.29B	$1.29B	$1.30B	$1.26B	$1.24B	$1.25B	$1.31B	$1.26B	$1.28B	$1.26B	·	$1.20B	$1.21B	$1.22B	·
PP&E (Net)	$279M	$285M	$280M	$284M	$256M	$256M	$262M	$270M	$268M	$273M	$285M	$298M	$281M	$283M	$289M	$298M
PP&E (Gross)	·	·	·	$1.22B	·	·	·	$1.15B	·	·	·	·	·	·	·	·
Accum. Depreciation	$984M	$963M	$956M	$938M	$923M	$892M	$867M	$882M	$855M	$834M	$812M	·	$864M	$842M	$849M	·
Goodwill	$538M	$539M	$542M	$541M	$541M	$534M	$531M	$538M	$534M	$534M	$537M	$533M	$535M	$534M	$533M	$526M
Intangibles	$51M	$51M	$52M	$53M	$56M	$56M	$58M	$60M	$53M	$54M	$55M	·	$50M	$51M	$51M	·
Other Non-current Assets	$51M	$49M	$49M	$45M	$39M	$38M	$36M	$37M	$43M	$42M	$40M	·	$41M	$36M	$34M	·
Total Assets	$2.88B	$2.85B	$2.85B	$2.87B	$2.74B	$2.71B	$2.71B	$2.79B	$2.72B	$2.75B	$2.73B	$2.73B	$2.68B	$2.68B	$2.67B	$2.58B
Accounts Payable	$224M	$223M	$208M	$225M	$193M	$217M	$221M	$269M	$235M	$290M	$267M	·	$244M	$265M	$296M	·
Accrued Liabilities	$164M	$170M	$159M	$185M	$165M	$151M	$149M	$163M	$161M	$150M	$140M	·	$140M	$168M	$143M	·
Current Liabilities	$554M	$553M	$542M	$576M	$524M	$533M	$549M	$593M	$595M	$644M	$573M	·	$566M	$631M	$677M	·
Capital Leases	$546M	$532M	$538M	$538M	$469M	$461M	$457M	$480M	$457M	$458M	$439M	·	$451M	$445M	$427M	·
Deferred Tax	$87M	$86M	$83M	$79M	$85M	$88M	$89M	$92M	$91M	$94M	$90M	·	$84M	$86M	$86M	·
Other Non-current Liabilities	$21M	$21M	$22M	$21M	$21M	$21M	$22M	$22M	$21M	$22M	$22M	·	$22M	$22M	$23M	·
Total Liabilities	$2.01B	$2.02B	$2.03B	$2.08B	$1.98B	$2.01B	$2.05B	$2.16B	$2.14B	$2.20B	$2.19B	·	$2.19B	$2.25B	$2.30B	·
Long-term Debt	$815M	$835M	$855M	$875M	$896M	$917M	$953M	$994M	$995M	$996M	$1.08B	·	$1.08B	$1.08B	$1.09B	·
Common Stock	$941.0K	$959.0K	$975.0K	$979.0K	$994.0K	$1M	$1M	$1M	$1M	$1M	$1M	·	$1M	$1M	$1M	·
Retained Earnings	$980M	$946M	$923M	$898M	$863M	$826M	$793M	$741M	$698M	$667M	$652M	·	$582M	$531M	$491M	·
AOCI	$-109M	$-110M	$-101M	$-105M	$-101M	$-127M	$-137M	$-113M	$-122M	$-117M	$-112M	·	$-113M	$-120M	$-127M	·
Stockholders' Equity	$871M	$838M	$824M	$794M	$763M	$700M	$656M	$629M	$578M	$551M	$541M	$509M	$488M	$426M	$373M	$294M
Liabilities + Equity	$2.88B	$2.85B	$2.85B	$2.87B	$2.74B	$2.71B	$2.71B	$2.79B	$2.72B	$2.75B	$2.73B	·	$2.68B	$2.68B	$2.67B	·
Shares Outstanding	94,092,000	95,898,000	97,492,000	97,875,000	99,438,000	100,894,000	101,871,000	101,854,000	102,643,000	103,514,000	104,857,000	106,266,000	107,564,000	107,549,000	107,284,000	106,970,000

Flusso di cassa 17

Metrica	Q3 2026	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
D&A	$26M	$25M	$24M	$24M	$25M	$25M	$26M	$26M	$29M	$27M	$28M	$27M	$25M	$25M	$25M	$27M
Stock-based Comp	$5M	$6M	$8M	$4M	$5M	$4M	$6M	$4M	$4M	$4M	$5M	$3M	$4M	$4M	$5M	$2M
Amort. of Intangibles	$652.0K	$653.0K	$652.0K	$950.0K	$851.0K	$841.0K	$858.0K	$785.0K	$764.0K	$791.0K	$860.0K	$719.0K	$807.0K	$866.0K	$1M	$1M
Restructuring	·	·	·	$0	$0	$0	$0	$-436.0K	$383.0K	$63.0K	$-85.0K	$-872.0K	$397.0K	$7M	$10M	$26M
Other Non-cash	·	·	$16M	·	·	·	$-59M	·	·	·	$-21M	·	·	·	$-26M	·
Operating Cash Flow	$81M	$73M	$93M	$121M	$69M	$51M	$33M	$111M	$48M	$37M	$51M	$117M	$53M	$25M	$55M	$107M
CapEx	$19M	$29M	$36M	$43M	$20M	$19M	$20M	$37M	$19M	$14M	$31M	$27M	$22M	$17M	$25M	$32M
Investing Cash Flow	$-19M	$-29M	$-36M	$-45M	$-17M	$-19M	$23M	$-45M	$-19M	$-14M	$-31M	$-36M	$-22M	$-17M	$-25M	$-35M
Debt Issued	·	·	·	·	·	·	·	·	·	$989M	$67M	·	$216M	$624M	$229M	$237M
Net Debt Issued	·	·	·	·	·	·	·	·	·	·	$-1M	·	·	·	$229M	·
Stock Repurchased	$26M	$26M	$21M	$21M	$13M	$10M	$10M	$10M	$10M	$20M	$20M	·	·	·	·	$0
Net Stock Activity	·	·	$-21M	·	·	·	$-10M	·	·	·	$-20M	·	·	·	·	·
Financing Cash Flow	$-45M	$-46M	$-48M	$-41M	$-34M	$-46M	$-58M	$-56M	$-29M	$-46M	$-23M	$-33M	$-19M	$-43M	$-6M	$-100M
Net Change in Cash	$16M	$216.0K	$8M	$36M	$21M	$-13M	$-2M	$11M	$201.0K	$-24M	$-2M	$49M	$13M	$-37M	$29M	$-31M
Taxes Paid	$14M	$31M	$3M	$19M	$20M	$37M	$19M	$2M	$2M	$29M	$3M	$12M	$20M	$29M	$3M	$9M
Free Cash Flow	·	·	$57M	·	·	·	$13M	·	·	·	$20M	·	·	·	$30M	·
Levered FCF	·	·	$47M	·	·	·	$538.6K	·	·	·	$8M	·	·	·	$17M	·

Redditività 8

Metrica	Q3 2026	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
Gross Margin	52.4%	52.7%	51.2%	·	51.5%	51.9%	50.8%	·	51.0%	51.0%	50.2%	·	51.0%	51.0%	51.0%	·
Operating Margin	9.2%	8.0%	8.1%	·	8.4%	7.9%	10.7%	·	7.6%	6.6%	7.4%	·	9.7%	7.8%	9.0%	·
Net Margin	5.8%	4.7%	4.8%	·	4.9%	4.4%	6.5%	·	4.0%	3.2%	4.1%	·	5.5%	4.5%	5.3%	·
Pretax Margin	7.8%	6.4%	6.5%	·	6.7%	6.0%	8.8%	·	5.4%	4.3%	5.6%	·	7.7%	6.0%	7.2%	·
EBITDA Margin	12.0%	10.8%	10.6%	·	8.4%	7.9%	13.4%	·	7.6%	6.6%	10.4%	·	9.7%	7.8%	11.7%	·
ROA	1.9%	1.5%	1.6%	·	1.7%	1.4%	2.2%	·	1.4%	1.1%	1.4%	·	1.9%	1.5%	1.8%	·
ROE	6.6%	5.5%	6.2%	·	6.8%	6.3%	10.2%	·	7.1%	6.0%	8.4%	·	13.0%	11.7%	15.4%	·
ROIC	7.4%	6.3%	6.9%	·	7.5%	7.3%	11.2%	·	9.2%	8.1%	9.5%	·	13.1%	12.5%	17.0%	·

Liquidità e Solvibilità 3

Metrica	Q3 2026	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
Current Ratio	2.4	2.3	2.4	·	2.4	2.3	2.3	·	2.1	2.0	2.2	·	2.1	1.9	1.8	·
Quick Ratio	0.4	0.3	0.3	·	0.3	0.2	0.2	·	0.2	0.2	0.3	·	0.2	0.1	0.2	·
Interest Coverage	·	5.1	5.2	·	5.0	4.3	5.8	·	3.5	2.9	4.0	·	4.8	4.3	4.8	·

Efficienza 3

Metrica	Q3 2026	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
Asset Turnover	0.3	0.3	0.3	·	0.3	0.3	0.3	·	0.3	0.3	0.3	·	0.3	0.3	0.3	·
Inventory Turnover	0.4	0.4	0.5	·	0.4	0.4	0.5	·	0.5	0.4	0.5	·	0.5	0.5	0.5	·
Receivables Turnover	33.3	33.7	35.3	·	29.9	28.5	31.9	·	28.7	27.8	28.7	·	28.9	31.1	30.7	·

Per Azione 5

Metrica	Q3 2026	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
Book Value / Share	$9.26	$8.74	$8.45	·	$7.67	$6.94	$6.44	·	$5.63	$5.32	$5.16	·	$4.53	$3.96	$3.48	·
Revenue / Share	$9.55	$9.06	$9.36	·	$9.04	$8.46	$8.93	·	$8.90	$8.48	$8.57	·	$8.49	$8.37	$8.74	·
Cash Flow / Share	·	·	$0.93	·	·	·	$0.32	·	·	·	$0.47	·	·	·	$0.50	·
Cash / Share	$1.84	$1.64	$1.61	·	$1.13	$0.91	$1.04	·	$0.95	$0.94	$1.15	·	$0.69	$0.57	$0.92	·
EPS (TTM)	$1.92	$1.81	$1.76	·	$1.85	$1.77	$1.66	·	$1.38	$1.48	$1.58	·	$1.50	$1.47	$1.52	·

Valutazione (TTM) 9

Metrica	Q3 2026	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
Revenue TTM	$3.73B	$3.73B	$3.71B	·	$3.69B	$3.70B	$3.72B	·	$3.70B	$3.69B	$3.70B	·	$3.77B	$3.80B	$3.79B	·
Net Income TTM	$192M	$184M	$180M	·	$194M	$186M	$176M	·	$148M	$161M	$173M	·	$163M	$159M	$165M	·
Market Cap	$1.33B	$1.33B	$1.39B	·	$921M	$911M	$1.06B	·	$1.10B	$1.29B	$1.39B	·	$1.33B	$1.68B	$1.34B	·
P/E	7.4	7.7	8.1	·	5.0	5.1	6.3	·	7.8	8.4	8.4	·	8.2	10.6	8.2	·
P/S	0.4	0.4	0.4	·	0.2	0.2	0.3	·	0.3	0.3	0.4	·	0.4	0.4	0.4	·
P/B	1.5	1.6	1.7	·	1.2	1.3	1.6	·	1.9	2.3	2.6	·	2.7	3.9	3.6	·
P / Tangible Book	4.7	5.4	6.1	·	5.6	8.3	15.8	·	·	·	·	·	·	·	·	·
P / Cash Flow	·	·	14.9	·	·	·	31.8	·	·	·	27.3	·	·	·	24.4	·
Earnings Yield	13.6%	13.1%	12.3%	·	20.0%	19.6%	15.9%	·	12.9%	11.9%	11.9%	·	12.2%	9.4%	12.1%	·

Periodo più recente a sinistra · valori nulli mostrati come ·

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

16

Metrica	2025-09-30	2024-09-30	2023-09-30	2022-09-30	2021-09-30
Ricavi	$3.70B	$3.72B	$3.73B	$3.82B	$3.87B
Margine Lordo %	51.6%	50.9%	50.9%	50.3%	·
Margine Operativo %	8.9%	7.6%	8.7%	8.8%	·
Utile netto	$196M	$153M	$185M	$184M	$240M
EPS Diluito	$1.89	$1.43	$1.69	$1.66	$2.10

Metrica	2025-09-30	2024-09-30	2023-09-30	2022-09-30	2021-09-30
Rapporto corrente	2.3	2.2	2.1	1.7	·
Quick Ratio	0.3	0.2	0.3	0.2	·

Metrica	2025-09-30	2024-09-30	2023-09-30	2022-09-30	2021-09-30
Flusso di cassa libero	$173M	$145M	$159M	$57M	·

Proprietari istituzionali (13F) 262 filer · $1.5B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 262

Valore detenuto $1.5B

Nuove posizioni 34

Posizioni chiuse 41

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
34 (-23 vs trimestre precedente)	41 (+12 vs trimestre precedente)	84 (+9 vs trimestre precedente)	87 (-2 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
BlackRock, Inc.	$223.172.163	15.783.038	14,53%	Azioni
VANGUARD GROUP INC	$161.847.007	11.349.720	10,54%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$90.892.132	6.428.015	5,92%	Azioni
DIMENSIONAL FUND ADVISORS LP	$85.612.152	6.054.462	5,57%	Azioni
STATE STREET CORP	$62.781.487	4.439.992	4,09%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$60.003.231	4.243.510	3,91%	Azioni
Fisher Asset Management, LLC	$53.160.476	3.759.581	3,46%	Azioni
FMR LLC	$52.818.069	3.735.366	3,44%	Azioni
AMERICAN CENTURY COMPANIES INC	$47.666.930	3.371.070	3,10%	Azioni
WASATCH ADVISORS LP	$47.003.285	3.393.739	3,06%	Azioni
VICTORY CAPITAL MANAGEMENT INC	$46.853.329	3.313.531	3,05%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$46.074.129	3.257.918	3,00%	Azioni
Ranmore Fund Management Ltd	$42.361.376	2.995.854	2,76%	Azioni
D. E. Shaw & Co., Inc.	$41.486.223	2.933.962	2,70%	Azioni
GOLDMAN SACHS GROUP INC	$34.683.865	2.452.890	2,26%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$28.611.951	2.023.476	1,86%	Azioni
MORGAN STANLEY	$22.392.353	1.583.616	1,46%	Azioni
JUPITER ASSET MANAGEMENT LTD	$19.841.248	1.403.200	1,29%	Azioni
Invesco Ltd.	$18.957.371	1.340.691	1,23%	Azioni
MARSHALL WACE, LLP	$16.312.271	1.153.626	1,06%	Azioni
NORTHERN TRUST CORP	$15.637.723	1.105.921	1,02%	Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$14.096.166	996.900	0,92%	Azioni
GAMCO INVESTORS, INC. ET AL	$11.397.547	806.050	0,74%	Azioni
MILLENNIUM MANAGEMENT LLC	$11.144.370	788.145	0,73%	Azioni
Cambria Investment Management, L.P.	$9.871.106	698.098	0,64%	Azioni
Bank of New York Mellon Corp	$9.346.626	661.006	0,61%	Azioni
VANGUARD FIDUCIARY TRUST CO	$8.963.558	633.915	0,58%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$8.453.952	597.875	0,55%	Azioni
Public Sector Pension Investment Board	$8.039.976	568.598	0,52%	Azioni
Access Investment Management LLC	$8.013.478	566.724	0,52%	Azioni
Hillsdale Investment Management Inc.	$7.995.831	565.476	0,52%	Azioni
UBS Group AG	$7.838.452	554.346	0,51%	Azioni
Empowered Funds, LLC	$7.263.647	513.695	0,47%	Azioni
AMERIPRISE FINANCIAL INC	$7.097.842	501.969	0,46%	Azioni
GABELLI FUNDS LLC	$6.519.558	461.072	0,42%	Azioni
Qube Research & Technologies Ltd	$6.405.788	453.026	0,42%	Azioni
Nuveen, LLC	$5.578.131	394.493	0,36%	Azioni
CastleKnight Management LP	$5.543.587	392.050	0,36%	Azioni
FRANKLIN RESOURCES INC	$5.431.541	384.126	0,35%	Azioni
Squarepoint Ops LLC	$5.305.271	375.196	0,35%	Azioni
FIRST TRUST ADVISORS LP	$5.298.399	374.710	0,34%	Azioni
Woodline Partners LP	$4.830.167	341.596	0,31%	Azioni
AQR CAPITAL MANAGEMENT LLC	$4.827.682	343.363	0,31%	Azioni
GREAT LAKES ADVISORS, LLC	$4.686.901	331.464	0,31%	Azioni
Creative Planning	$4.388.045	310.328	0,29%	Azioni
Universal- Beteiligungs- und Servicegesellschaft mbH	$4.296.170	303.831	0,28%	Azioni
RAYMOND JAMES FINANCIAL INC	$4.282.001	302.829	0,28%	Azioni
HSBC HOLDINGS PLC	$4.165.784	295.219	0,27%	Azioni
RHUMBLINE ADVISERS	$3.556.415	251.516	0,23%	Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$3.536.765	255.362	0,23%	Azioni

Mostra tutti i 262 proprietari istituzionali →

Attivisti e proprietari del 5%+ 2 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante	Depositato	Partecipazione	Stato	Scopo	Deposito
CDRS Acquisition LLC, Clayton Dubilier & Rice Fund VII, L.P., CD&R Associates VII, Ltd., CD&R Associates VII, L.P., CD&R Investment Associates VII, Ltd., CD&R Parallel Fund VII, L.P., CD&R Parallel Fund Associates VII, Ltd. ×5 depositi	23 Luglio 2012	·	Deposito iniziale	·	SEC
Sageview Capital Master, L.P., Sageview Capital Partners (A), L.P., Sageview Capital Partners (B), L.P., Sageview Partners (C) (Master), L.P., Sageview Capital GenPar, L.P., Sageview Capital MGP, LLC, Edward A. Gilhuly, Scott M. Stuart ×2 depositi	24 Settembre 2008	·	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 68 insider · 32 dirigenti · 33 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Denise Paulonis	President & CEO	15 Novembre 2025 M	607.103	0	$0
Christian A. Brickman	President & CEO	30 Settembre 2021 M	493.067	0	$0
Marlo Michelle Cormier Platz	Former SVP & CFO	08 Giugno 2026 M	138.145	1	$-543.192
Adrianne Lee	SVP & CFO	13 Maggio 2026 A	·	0	$0
Aaron E Alt	SVP, CFO & President-SBS	15 Novembre 2020 F	98.853	0	$0
Donald T Grimes	SVP, CFO & COO	12 Dicembre 2017 F	26.150	0	$0
Mark J Flaherty	SVP and CFO	30 Settembre 2016 F	24.215	0	$0
David L Rea	SVP & CFO	24 Ottobre 2007 A	150.000	0	$0
Gary T Robinson	SVP, CFO and Treasurer	24 Novembre 2006 A	750	0	$0
William J Cernugel	Senior Vice-President & CFO	16 Novembre 2006 D	6.615	0	$0
Mark Gregory Spinks	President Beauty Systems Group	15 Novembre 2025 M	128.976	0	$0
Carrie S. Mcdermott	President-Sally Beauty Supply	30 Settembre 2018 F	13.924	0	$0
Sharon M Leite	President-Sally Beauty Supply	01 Febbraio 2017 F	10.235	0	$0
Michael G Spinozzi	President-Sally Beauty Supply	28 Ottobre 2013 F	38.553	0	$0
Neil B Riemer	President of Armstrong McCall	24 Ottobre 2007 A	922	0	$0
Kim Mcintosh	GVP, CONTROLLER & CAO	11 Dicembre 2025 S	21.295	1	$-92.689
Scott C Sherman	SVP, CLO and CHRO	01 Dicembre 2025 S	57.585	1	$-244.050
John Howard Goss JR	SVP & President Sally Beauty	15 Novembre 2025 M	115.484	0	$0
Mary Beth Beth Edwards	SVP, Chief Transformation & Business Services Officer	15 Novembre 2024 M	48.171	0	$0
John M Henrich	SVP, Gen Counsel & Secretary	15 Novembre 2023 M	39.349	0	$0
Pamela K Kohn	SVP, Chief Merchandising Officer	15 Novembre 2021 M	37.548	0	$0
Kenneth Mark Newton	Interim Principal Acctng Offcr	05 Novembre 2019 A	5.099	0	$0
Chad Selvidge	SVP & CMO	01 Novembre 2018 A	14.801	0	$0
Brently G. Baxter	GVP, PAO & Controller	01 Novembre 2018 A	6.706	0	$0
Matthew Olen Haltom	SVP, GC & Secretary	01 Novembre 2017 A	19.578	0	$0
Janna Minton	GVP, CAO & Controller	07 Febbraio 2017 M	15.389	0	$0
Gary Winterhalter	Executive Chairman	02 Novembre 2015 S	140.404	0	$0
Brian E. Walker	SVP and CHRO	28 Ottobre 2015 A	4.988	0	$0
Raal H Roos	SVP, Gen. Counsel & Secretary	20 Aprile 2012 M	11.685	0	$0
Bennie Lowery	SVP & Gen. Merchandise Mgr.	26 Ottobre 2011 A	165.399	0	$0
Richard W Dowd	SVP of Distribution	22 Ottobre 2008 A	67.420	0	$0
Gary P Schmidt	SR. VP, Gen. Coun. & Sec.	16 Novembre 2006 D	9.901	0	$0
Erin Nealy Cox	Direttore	21 Aprile 2026 M	55.969	0	$0
Max R. Rangel	Direttore	22 Gennaio 2026 A	3.500	0	$0
James M Head	Direttore	22 Gennaio 2026 A	·	0	$0
Rachel Rothe Bishop	Direttore	22 Gennaio 2026 M	36.231	0	$0
Debra Golding Perelman	Direttore	22 Gennaio 2026 A	2.300	0	$0
Lawrence Molloy	Direttore	22 Gennaio 2026 M	30.002	0	$0
Jeffrey N Boyer	Direttore	22 Gennaio 2026 M	42.460	0	$0
James Grant Conroy	Direttore	24 Gennaio 2025 M	12.376	0	$0
Linda Heasley	Direttore	25 Gennaio 2024 M	62.290	0	$0
Edward W Rabin	Direttore	26 Gennaio 2023 M	115.868	0	$0
Robert R Mcmaster	Direttore	26 Gennaio 2023 M	175.876	0	$0
John A Miller	Direttore	26 Gennaio 2023 M	139.923	0	$0
Marshall E Eisenberg	Direttore	26 Gennaio 2023 M	175.868	0	$0
Susan R Mulder	Direttore	28 Gennaio 2022 M	30.993	0	$0
Timothy R Baer	Direttore	28 Gennaio 2022 M	23.034	0	$0
Kelly P. Mooney	Direttore	15 Novembre 2020 M	16.842	0	$0
David W Gibbs	Direttore	05 Novembre 2019 A	1.838	0	$0
Joseph C Magnacca	Direttore	05 Novembre 2019 A	92	0	$0
Katherine Button Bell	Direttore	01 Novembre 2018 A	122	0	$0
John R Golliher	Direttore	30 Settembre 2015 F	33.080	0	$0
De Lombera Martha Miller	Direttore	30 Settembre 2014 M	5.640	0	$0
Walter Metcalfe	Direttore	29 Ottobre 2012 A	35.000	0	$0
Kathleen J Affeldt	Direttore	29 Ottobre 2012 A	0	0	$0
Atwater Ag	Direttore	16 Novembre 2006 D	15.756	0	$0
Sam J Susser	Direttore	16 Novembre 2006 D	3.037	0	$0
King W Harris	Direttore	16 Novembre 2006 D	7.500	0	$0
Robert H Rock	Direttore	16 Novembre 2006 D	3.022	0	$0
William W Wirtz	Direttore	16 Novembre 2006 D	873.000	0	$0
EDGAR JIM	Direttore	16 Novembre 2006 D	·	0	$0
James G Brocksmith JR	Direttore	16 Novembre 2006 D	·	0	$0
ALBERTO CULVER CO	Proprietario del 10%	16 Novembre 2006 J	0	0	$0
Dorlisa K Flur	·	22 Gennaio 2026 M	57.138	0	$0
Diana Sue Ferguson	·	22 Gennaio 2026 A	7.912	0	$0
BERNICK HOWARD B	·	16 Novembre 2006 D	123.718	0	$0
LAVIN LEONARD H /IL/	·	16 Novembre 2006 A	500.000	0	$0
BERNICK CAROL L	·	16 Novembre 2006 D	123.718	0	$0

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

Proprietà ETF Posseduti da 56 ETF

20

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

Fondo	Peso	Unità	Aggiornato al	Fonte
XSVM · Invesco Exchange-Traded Fund Trust	1,51%	547.667 SH	02 Ottobre 2026	Giornaliero
RETL · Direxion Shares ETF Trust	1,10%	20.405 NS	31 Luglio 2026	N-PORT
SYLD · Cambria ETF Trust	1,03%	684.868 NS	31 Luglio 2026	N-PORT
MYLD · Cambria ETF Trust	1,01%	22.857 NS	31 Luglio 2026	N-PORT
PSCD · Invesco Exchange-Traded Fund Trust …	0,67%	9.465 SH	02 Ottobre 2026	Giornaliero
FYT · First Trust Exchange-Traded AlphaDE…	0,65%	84.513 NS	31 Luglio 2026	N-PORT
RZV · Invesco Exchange-Traded Fund Trust	0,45%	78.618 SH	02 Ottobre 2026	Giornaliero
FYX · First Trust Exchange-Traded AlphaDE…	0,34%	308.463 NS	31 Luglio 2026	N-PORT
RWJ · Invesco Exchange-Traded Fund Trust …	0,24%	295.006 SH	02 Ottobre 2026	Giornaliero
CALF · Pacer Funds Trust	0,24%	581.402 NS	31 Luglio 2026	N-PORT
VFMF · VANGUARD WELLINGTON FUND	0,19%	92.315 SH	19 Agosto 2026	Giornaliero
EBIT · Harbor ETF Trust	0,16%	1.298 NS	31 Luglio 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,14%	202.449 SH	19 Agosto 2026	Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust	0,13%	222.339 SH	02 Ottobre 2026	Giornaliero
FAB · First Trust Exchange-Traded AlphaDE…	0,13%	14.616 NS	31 Luglio 2026	N-PORT
VFVA · VANGUARD WELLINGTON FUND	0,11%	67.868 SH	19 Agosto 2026	Giornaliero
DFSV · Dimensional ETF Trust	0,10%	556.484 NS	31 Luglio 2026	N-PORT
QVMS · Invesco Exchange-Traded Fund Trust …	0,10%	14.720 SH	02 Ottobre 2026	Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS	0,09%	85.240 SH	19 Agosto 2026	Giornaliero
FSMD · FIDELITY COVINGTON TRUST	0,09%	145.309 NS	31 Luglio 2026	N-PORT
FDIS · FIDELITY COVINGTON TRUST	0,08%	92.073 NS	31 Luglio 2026	N-PORT
VCR · VANGUARD WORLD FUND	0,08%	370.535 SH	19 Agosto 2026	Giornaliero
ROSC · Lattice Strategies Trust	0,07%	3.030 NS	31 Luglio 2026	N-PORT
DFAT · Dimensional ETF Trust	0,07%	709.667 NS	31 Luglio 2026	N-PORT
VIOO · VANGUARD ADMIRAL FUNDS	0,07%	334.788 SH	19 Agosto 2026	Giornaliero
ESML · iShares Trust	0,07%	115.345 SH	11 Settembre 2026	Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,06%	25.773 NS	31 Luglio 2026	N-PORT
IWM · iShares Trust	0,05%	2.516.264 SH	11 Settembre 2026	Giornaliero
RSSL · Global X Funds	0,05%	46.442 NS	31 Luglio 2026	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0,04%	559.520 SH	19 Agosto 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,03%	337.353 NS	31 Luglio 2026	N-PORT
VBR · VANGUARD INDEX FUNDS	0,03%	1.386.318 SH	19 Agosto 2026	Giornaliero
TEXN · iShares Trust	0,02%	295 SH	11 Settembre 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,02%	1.095.439 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,02%	2.182.058 SH	19 Agosto 2026	Giornaliero
WSML · iShares Trust	0,01%	6.174 SH	09 Settembre 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,01%	4.576 NS	31 Luglio 2026	N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe…	0,01%	1.470 SH	02 Ottobre 2026	Giornaliero
DFSU · Dimensional ETF Trust	0,01%	12.957 NS	31 Luglio 2026	N-PORT
DFAC · Dimensional ETF Trust	0,01%	262.211 NS	31 Luglio 2026	N-PORT
TILT · FlexShares Trust	0,01%	11.376 NS	31 Luglio 2026	N-PORT
DCOR · Dimensional ETF Trust	0,01%	12.210 NS	31 Luglio 2026	N-PORT
DFUV · Dimensional ETF Trust	0,00%	42.521 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,00%	30.682 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,00%	137.526 SH	11 Settembre 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,00%	32.184 NS	31 Luglio 2026	N-PORT
IWV · iShares Trust	0,00%	28.541 SH	11 Settembre 2026	Giornaliero
VTI · VANGUARD INDEX FUNDS	0,00%	3.048.501 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	8.434 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	5.821.594 SH	10 Settembre 2026	Giornaliero
IJS · iShares Trust	·	849.546 SH	08 Settembre 2026	Giornaliero
IWN · iShares Trust	·	905.991 SH	11 Settembre 2026	Giornaliero
XJR · iShares Trust	·	13.238 SH	02 Settembre 2026	Giornaliero
SVAL · iShares Trust	·	42.890 SH	03 Settembre 2026	Giornaliero
ISCB · iShares Trust	·	4.294 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	21.033 SH	11 Settembre 2026	Giornaliero

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

21

rating · 9 analisti COMPRA

Target mediano $18.00 +10,8%

1 11,1% Acquisto forte

5 55,6% Compra

2 22,2% Mantieni

1 11,1% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

5 analisti · 2026-09-29

Target medio $17.00 +4,7%

Ora Prezzo attuale $16.24

Basso$13.00 Media$17.00 Alto$20.00

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
SBH	$1.59B	8.6	-0.42%	5.3%	26.2%	51.6%
DKS	·	20.3	28.1%	4.9%	19.1%	32.9%
CHWY	$12.08B	56.0	6.2%	1.8%	50.2%	29.8%
BBWI	$4.38B	7.0	-0.22%	8.9%	-48.7%	43.7%
WRBY	·	2179.0	13.0%	0.19%	0.45%	54.0%
ASO	$3.65B	10.1	2.0%	6.2%	17.7%	34.8%
EYE	$2.06B	70.1	9.0%	1.5%	3.4%	·
WINA	$1.47B	36.3	5.9%	48.4%	-92.0%	·
HZO	$554M	-17.7	-5.0%	-1.4%	-3.3%	32.5%
UPBD	$2.27B	14.0	8.7%	1.6%	11.1%	48.4%
WOOF	·	89.3	-2.5%	0.15%	0.80%	38.7%

Ultime notizie Notizie recenti che menzionano questa società

23

Seven & i secures Y300bn from PayPay, SoftBank and Sumitomo Mitsui Yahoo Finance · 2 mesi fa SoftBank registra un guadagno di 46 miliardi di dollari al Vision Fund, guidato dalla massiccia scommessa su OpenAI CNBC · 4 mesi, 3 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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SBH Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock

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

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

Informazioni su Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock Panoramica della società da Wikipedia

History

Corporate governance

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

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

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

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

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

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

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

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

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

Proprietari istituzionali (13F) 262 filer · $1.5B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 2 partecipazioni

Insider aziendali 68 insider · 32 dirigenti · 33 direttori

Proprietà ETF Posseduti da 56 ETF

SBH 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