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

03

Prezzo $173.56

Capitalizzazione di Mercato $7.16B

P/E (TTM) 19.0

EPS (TTM) $9.14

Ricavi (TTM) $2.42B

Rendimento div. 0.66%

ROE (TTM) 18.7%

D/E Debito/Patrimonio (MRQ) 0.0

Intervallo 52 sett. $156–$213

SSD 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
19 Novembre 2004	2-for-1	Avanti
19 Agosto 2002	2-for-1	Avanti

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

06

Ricavi$2.33B

2023-12-31 → 2025-12-31

EPS$8.24

2023-12-31 → 2025-12-31

Flusso di cassa libero$298M

2023-12-31 → 2025-12-31

Margine netto15.6%

2023-12-31 → 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	SSD	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	19.0	·	37.4	Sottovalutato
P/S	3.1	·	2.4	Più costoso
P/B	3.5	·	3.3	Valore equo
EV / EBITDA	12.4	·	15.6	Sottovalutato
Price / FCF (Prezzo / FCF)	24.1	·	·	·
Price / Cash Flow (Prezzo / Flusso di cassa)	15.6	·	16.1	Valore equo
EV / Revenue (EV / Ricavi)	2.9	·	·	·
EV / FCF	22.8	·	·	·
Price / Tangible Book (Prezzo / Valore contabile tangibile)	6.6	·	·	·
PEG Ratio	≈1.4	·	·	·

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

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

Metrica	SSD	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	45.7%	·	33.7%	Di prim'ordine
Margine Operativo (TTM)	20.6%	·	14.8%	Di prim'ordine
Margine EBITDA (TTM)	24.8%	·	15.2%	Di prim'ordine
Margine ante imposte (TTM)	20.9%	·	13.2%	Di prim'ordine
Margine di Profitto Netto (TTM)	15.6%	·	8.7%	Di prim'ordine
ROA (TTM)	12.4%	·	6.4%	Di prim'ordine
ROE (TTM)	18.7%	·	12.5%	Di prim'ordine
ROIC	16.7%	·	14.5%	In linea

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	SSD	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	0.0	·	0.5	Basso indebitamento
Rapporto corrente (MRQ)	3.3	·	1.9	Liquidità elevata
Quick Ratio	1.8	·	1.0	Liquidità elevata
Interest Coverage (Copertura degli interessi)	-50.8	·	5.0	Bassa liquidità

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

Metrica	SSD	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	4.5%	·	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	3.3%	·	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	13.0%	·	·	·
EPS YoY	8.4%	·	·	·
Net Income YoY (Utile Netto YoY)	7.1%	·	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	2.0%	·	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	14.1%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	1.1%	·	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	13.0%	·	·	·

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

Metrica	SSD	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$8.24	·	·	·
Revenue / Share (Ricavi / Azione)	$55.73	·	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$10.96	·	·	·
Cash / Share (Liquidità / Azione)	$9.31	·	·	·

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

Metrica	SSD	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.8	·	0.8	In linea
Inventory Turnover (Rotazione delle scorte)	2.1	·	5.0	Debole
Receivables Turnover (Rotazione dei crediti)	7.9	·	8.5	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$420.7K	·	·	·

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

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

13

Dividend Yield0.66%

Rapporto di Distribuzione Utili13.8%

Pagamento annualizzato≈$1.20Pagato trimestralmente

CAGR Dividendi 5Y≈4.4%Per azione, rettificato per lo split

Striscia di crescita≈5Anni consecutivi di crescita dei dividendi

Data ex-dividendo	Importo	Valuta	Rendimento
Lug 2, 2026	$0,30	USD	≈0.58%
Apr 2, 2026	$0,29	USD	≈0.70%
Gen 2, 2026	$0,29	USD	≈0.70%
Ott 2, 2025	$0,29	USD	≈0.67%
Lug 3, 2025	$0,29	USD	≈0.69%
Apr 3, 2025	$0,28	USD	≈0.77%
Gen 2, 2025	$0,28	USD	≈0.68%
Ott 3, 2024	$0,28	USD	≈0.58%
Lug 3, 2024	$0,28	USD	≈0.66%
Apr 3, 2024	$0,27	USD	≈0.55%
Gen 3, 2024	$0,27	USD	≈0.57%
Ott 4, 2023	$0,27	USD	≈0.72%
Lug 5, 2023	$0,27	USD	≈0.77%
Apr 5, 2023	$0,26	USD	≈1.0%
Gen 4, 2023	$0,26	USD	≈1.1%
Ott 5, 2022	$0,26	USD	≈1.2%
Lug 6, 2022	$0,26	USD	≈0.99%
Apr 6, 2022	$0,25	USD	≈0.95%
Gen 5, 2022	$0,25	USD	≈0.73%
Ott 6, 2021	$0,25	USD	≈0.88%

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

14

Tasso di Superamento 75.0%

Sorpresa media 7.8%

Prossimo report Ott 26, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Lug 27, 2026	$3.09	$2.75	12.5%
31 Marzo 2026		$2.13	$1.89	12.8%
31 Dicembre 2025		$1.35	$1.23	10.0%
30 Settembre 2025		$2.58	$2.44	5.8%
30 Giugno 2025		$2.47	$2.29	8.0%
31 Marzo 2025		$1.85	$1.58	16.9%
30 Settembre 2000		$0.23	$0.24	-3.6%
30 Giugno 2000		$0.23	$0.23	-0.43%

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

15

Conto Economico 18

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$2.33B	$2.23B	$2.21B	$2.12B	$1.57B	$1.27B	$1.14B	$1.08B	$977M	$861M	$794M	$752M
Cost of Revenue	$1.26B	$1.21B	$1.17B	$1.17B	$818M	$692M	$644M	$599M	$534M	$451M	$435M	$410M
Gross Profit	$1.07B	$1.02B	$1.04B	$941M	$755M	$576M	$492M	$480M	$443M	$410M	$359M	$342M
R&D Expense	$12M	$21M	$25M	$16M	$12M	$10M	$11M	$11M	$11M	$11M	$12M	$11M
SG&A Expense	$322M	$293M	$272M	$228M	$193M	$161M	$157M	$159M	$143M	$125M	$113M	$112M
Operating Expenses	$627M	$589M	$562M	$466M	$388M	$324M	$317M	$312M	$305M	$269M	$250M	$243M
Operating Income	$458M	$430M	$475M	$459M	$368M	$252M	$181M	$173M	$138M	$141M	$109M	$99M
Interest Expense	$-9M	$2M	$4M	$8M	$850.0K	$2M	$2M	$1M	$1M	$1M	$997.0K	$855.0K
Interest Income	·	·	·	·	·	·	·	·	$389.0K	$570.0K	$655.0K	$901.0K
Other Non-op	$8M	$5M	$3M	$-8M	$-1M	$-2M	$-2M	$-634.0K	$-874.0K	·	·	·
Pretax Income	$462M	$434M	$477M	$448M	$359M	$250M	$178M	$172M	$144M	$139M	$109M	$99M
Income Tax	$117M	$112M	$123M	$114M	$92M	$63M	$44M	$45M	$52M	$49M	$41M	$36M
Net Income	$345M	$322M	$354M	$334M	$266M	$187M	$134M	$127M	$93M	$90M	$68M	$64M
EPS (Basic)	$8.27	$7.64	$8.31	$7.78	$6.15	$4.28	$3.00	$2.74	$1.95	$1.87	$1.39	$1.30
EPS (Diluted)	$8.24	$7.60	$8.26	$7.76	$6.12	$4.27	$2.98	$2.72	$1.94	$1.86	$1.38	$1.29
Shares (Basic)	41,718,000	42,182,000	42,598,000	·	43,325,000	43,709,000	44,735,000	46,213,000	47,486,000	48,084,000	48,952,000	48,977,000
Shares (Diluted)	41,861,000	42,383,000	42,837,000	·	43,532,000	43,841,000	44,921,000	46,540,000	47,774,000	48,295,000	49,181,000	49,194,000
EBITDA	$548M	$515M	$550M	$520M	$410M	$291M	$220M	$212M	$173M	$167M	$136M	$127M

Stato Patrimoniale 27

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$384M	$239M	$430M	$301M	$301M	$275M	$230M	$160M	$169M	$227M	$259M	$260M
Receivables	$303M	$284M	$284M	$269M	$231M	$165M	$139M	$146M	$136M	$112M	$106M	$92M
Inventory	$594M	$593M	$552M	$557M	$444M	$284M	$252M	$276M	$253M	$232M	$196M	$217M
Other Current Assets	$71M	$59M	$47M	$53M	$23M	$30M	$19M	$17M	$26M	$14M	$12M	$21M
Current Assets	$1.35B	$1.18B	$1.31B	$1.18B	$999M	$753M	$641M	$600M	$584M	$585M	$589M	$604M
PP&E (Net)	$628M	$532M	$419M	$362M	$260M	$255M	$249M	$255M	$273M	$233M	$214M	$207M
PP&E (Gross)	·	·	$832M	$762M	$636M	$612M	$580M	$564M	$551M	$470M	$439M	$438M
Accum. Depreciation	$577M	$516M	$475M	$432M	$402M	$377M	$347M	$318M	$300M	$273M	$257M	$245M
Goodwill	$559M	$512M	$503M	$496M	$134M	$136M	$132M	$130M	$137M	$124M	$124M	$124M
Intangibles	$388M	$375M	$365M	$363M	$26M	$27M	$25M	$24M	$29M	$23M	$28M	$33M
Other Non-current Assets	$32M	$47M	$37M	$47M	$20M	$16M	$11M	$10M	$12M	$12M	$7M	$5M
Total Assets	$3.07B	$2.74B	$2.70B	$2.50B	$1.48B	$1.23B	$1.10B	$1.02B	$1.04B	$980M	$961M	$973M
Accounts Payable	$91M	$101M	$108M	$98M	$57M	$48M	$33M	$34M	$32M	$28M	$21M	$23M
Accrued Liabilities	$275M	$243M	$231M	$228M	$187M	$146M	$126M	$117M	$88M	$60M	$55M	$56M
Current Liabilities	$382M	$366M	$361M	$349M	$245M	$194M	$159M	$152M	$136M	$109M	$95M	$94M
Capital Leases	$97M	$76M	$55M	$47M	$37M	$37M	$28M	$0	$3M	$0	·	·
Deferred Tax	$100M	$28M	$98M	$113M	·	·	·	·	·	·	·	·
Total Liabilities	$1.04B	$923M	$1.02B	$1.09B	$300M	$252M	$203M	$166M	$153M	$114M	$111M	$110M
Long-term Debt	$300M	$388M	$411M	$433M	·	·	·	·	·	·	·	·
Total Debt	$15M	$22M	$22M	$22M	·	·	·	·	·	·	$0	$18.0K
Common Stock	$419.0K	$424.0K	$426.0K	$425.0K	$432.0K	$433.0K	$442.0K	$453.0K	$473.0K	$473.0K	$481.0K	$489.0K
Retained Earnings	$1.84B	$1.65B	$1.43B	$1.12B	$907M	$720M	$646M	$628M	$677M	$642M	$640M	$649M
Treasury Stock	$121M	$101M	$50M	$0	$0	$14M	$9M	$25M	$40M	$0	$0	$0
AOCI	$-15M	$-47M	$-10M	$-4M	$-18M	$-10M	$-25M	$-25M	$-12M	$-33M	$-29M	$-7M
Stockholders' Equity	$2.03B	$1.81B	$1.68B	$1.41B	$1.18B	$981M	$892M	$856M	$885M	$866M	$850M	$863M
Liabilities + Equity	$3.07B	$2.74B	$2.70B	$2.50B	$1.48B	$1.23B	$1.10B	$1.02B	$1.04B	$980M	$961M	$973M
Shares Outstanding	41,255,000	41,878,000	42,323,000	43,326,000	43,326,000	43,326,000	44,209,000	44,998,000	46,745,000	47,437,000	48,184,000	48,966,000

Flusso di cassa 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$90M	$85M	$75M	$61M	$42M	$39M	$38M	$39M	$34M	$28M	$27M	$28M
Stock-based Comp	$23M	$19M	$24M	$15M	$18M	$14M	$10M	$11M	$14M	$14M	$12M	$13M
Deferred Tax	$12M	$-4M	$-8M	$-13M	$-915.0K	$3M	$3M	$5M	$6M	$-869.0K	$3M	$2M
Amort. of Intangibles	$27M	$25M	$24M	$17M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$7M
Restructuring	·	·	·	·	·	·	·	·	·	$945.0K	$3M	·
Other Non-cash	$-11M	$-84M	$-18M	$3M	$-174M	$-35M	$20M	$-22M	$-27M	$-36M	$5M	·
Operating Cash Flow	$459M	$338M	$427M	$400M	$151M	$208M	$206M	$160M	$119M	$99M	$118M	$67M
CapEx	$161M	$180M	$89M	$62M	$44M	$33M	$33M	$29M	$58M	$42M	$34M	$24M
Investing Cash Flow	$-136M	$-259M	$-103M	$-870M	$-59M	$-40M	$-28M	$-10M	$-76M	·	·	·
Stock Repurchased	$120M	$100M	$50M	$79M	$24M	$76M	$61M	$111M	$70M	$54M	$47M	$3M
Net Stock Activity	$-120M	$-100M	$-50M	$-79M	$-24M	$-76M	$-61M	$-111M	$-70M	$-54M	$-47M	$-3M
Dividends Paid	$48M	$46M	$45M	$44M	$42M	$40M	$40M	$40M	$37M	$33M	$29M	$26M
Financing Cash Flow	$-186M	$-261M	$-199M	$466M	$-72M	$-127M	$-108M	$-155M	$-107M	·	·	·
Net Change in Cash	$145M	$-190M	$129M	$-413.0K	$27M	$44M	$70M	$-8M	$-58M	·	·	·
Taxes Paid	$113M	·	·	·	·	·	·	·	·	·	·	·
Free Cash Flow	$298M	$158M	$338M	$337M	$108M	$170M	$173M	$131M	$61M	$53M	$80M	$44M
Levered FCF	$304M	$156M	$335M	$331M	$107M	$168M	$171M	$130M	$60M	$52M	$79M	$43M

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	45.9%	46.0%	47.1%	44.5%	48.0%	45.5%	43.3%	44.5%	45.7%	47.9%	45.2%	45.5%
Operating Margin	19.6%	19.3%	21.5%	21.7%	23.4%	19.9%	16.0%	16.0%	14.2%	16.2%	13.7%	13.2%
Net Margin	14.8%	14.4%	16.0%	15.8%	16.9%	14.8%	11.8%	11.7%	9.5%	10.4%	8.6%	·
Pretax Margin	19.8%	19.4%	21.5%	21.2%	22.8%	19.7%	15.7%	16.0%	14.8%	16.1%	13.7%	13.2%
EBITDA Margin	23.5%	23.1%	24.8%	24.6%	26.1%	23.0%	19.3%	19.6%	17.7%	19.4%	17.1%	16.9%
ROA	11.9%	11.4%	12.8%	13.3%	18.3%	14.9%	12.3%	12.0%	8.8%	9.1%	7.1%	·
ROE	17.4%	17.6%	21.1%	24.3%	23.1%	19.3%	15.2%	14.3%	10.3%	10.4%	8.0%	·
ROIC	16.7%	17.5%	20.7%	23.8%	23.1%	19.3%	15.3%	14.8%	10.1%	10.4%	8.0%	7.3%

Liquidità e Solvibilità 4

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	3.5	3.2	3.6	3.4	4.1	3.9	4.0	4.0	4.3	5.4	6.2	6.4
Quick Ratio	1.8	1.4	2.0	1.6	2.2	2.3	2.3	2.0	2.2	3.1	3.8	3.7
Debt / Equity	0.0	0.0	0.0	0.0	·	·	·	·	·	·	0.0	0.0
Interest Coverage	-50.8	189.3	105.9	57.2	432.7	110.5	89.4	162.0	118.2	121.6	109.3	116.1

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.8	0.8	0.8	0.8	1.1	1.0	1.0	1.0	0.9	0.9	0.8	0.8
Inventory Turnover	2.1	2.1	2.2	2.1	2.0	2.5	2.6	2.2	2.1	2.0	2.2	2.0
Receivables Turnover	7.9	6.9	7.0	7.0	6.7	6.5	7.1	6.4	6.6	6.8	6.7	6.9

Per Azione 6

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$49.20	$43.11	$39.69	$32.70	$27.40	$22.64	$20.18	$19.01	$18.93	$18.25	$17.64	$17.63
Revenue / Share	$55.73	·	·	·	$36.14	$28.92	$25.30	$23.18	$20.45	$17.82	$16.15	$15.29
Cash Flow / Share	$10.96	·	·	·	$3.48	$4.73	$4.58	$3.44	$2.49	$1.97	$2.32	$1.37
Cash / Share	$9.31	$5.72	$10.16	$6.96	$6.97	$6.34	$5.21	$3.56	$3.60	$4.78	$5.37	$5.32
Dividend / Share	$1.15	$1.11	$1.07	$1.03	$0.98	$0.92	$0.91	$0.87	$0.81	$0.70	$0.62	$0.55
EPS (TTM)	$8.24	$7.60	$8.26	$7.76	$6.12	$4.27	$2.98	$2.72	$1.94	$1.86	$1.38	$1.29

Tassi di Crescita 10

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	4.5%	0.83%	4.6%	34.5%	24.1%	·	·	·	·	·	·	·
Revenue CAGR 3Y	3.3%	12.4%	20.4%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	13.0%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	8.4%	-8.0%	6.4%	26.8%	43.3%	·	·	·	·	·	·	·
EPS CAGR 3Y	2.0%	7.5%	24.6%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	14.1%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	7.1%	-9.0%	6.0%	25.4%	42.5%	·	·	·	·	·	·	·
Net Income CAGR 3Y	1.1%	6.5%	23.7%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	13.0%	·	·	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	3.3%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$2.33B	$2.23B	$2.21B	$2.12B	$1.57B	$1.27B	$1.14B	$1.08B	$977M	$861M	$794M	$752M
Net Income TTM	$345M	$322M	$354M	$334M	$266M	$187M	$134M	$127M	$93M	$90M	$68M	$64M
Market Cap	$6.66B	$6.94B	$8.38B	$3.83B	$6.01B	$4.05B	$3.55B	$2.44B	$2.68B	$2.08B	$1.65B	$1.69B
Enterprise Value	$6.29B	$6.73B	$7.97B	$3.55B	·	·	·	·	·	·	$1.39B	$1.43B
P/E	19.6	21.8	24.0	11.4	22.7	21.9	26.9	19.9	29.6	23.5	24.7	26.8
P/S	2.9	3.1	3.8	1.8	3.8	3.2	3.1	2.3	2.7	2.4	2.1	2.3
P/B	3.3	3.8	5.0	2.7	5.1	4.1	4.0	2.8	3.0	2.4	1.9	2.0
P / Tangible Book	6.1	7.6	10.3	6.9	5.9	4.9	·	·	·	·	·	·
P / Cash Flow	14.5	20.5	19.6	9.6	39.7	19.5	17.2	15.2	22.5	21.9	14.4	25.2
P / FCF	22.4	44.0	24.8	11.4	55.9	23.9	20.5	18.6	44.0	39.2	20.6	38.9
EV / EBITDA	11.5	13.1	14.5	6.8	·	·	·	·	·	·	10.2	11.3
EV / FCF	21.1	42.6	23.6	10.5	·	·	·	·	·	·	17.3	33.0
EV / Revenue	2.7	3.0	3.6	1.7	·	·	·	·	·	·	1.7	1.9
Dividend Yield	0.71%	0.67%	0.54%	1.1%	0.69%	1.0%	1.1%	1.6%	1.4%	1.6%	1.8%	1.5%
Earnings Yield	5.1%	4.6%	4.2%	8.8%	4.4%	4.6%	3.7%	5.0%	3.4%	4.2%	4.0%	3.7%
Payout Ratio	13.8%	14.4%	12.8%	13.1%	15.6%	21.6%	30.0%	31.5%	39.9%	36.4%	43.2%	·
Annual Payout	$48M	$46M	$45M	$44M	$42M	$40M	$40M	$40M	$37M	$33M	$29M	$26M

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	$671M	$588M	$539M	$624M	$631M	$539M	$517M	$587M	$597M	$531M	$502M	$580M	$598M	$534M	$476M	$554M
Cost of Revenue	$353M	$322M	$305M	$334M	$338M	$288M	$292M	$312M	$318M	$286M	$283M	$297M	$310M	$282M	$275M	$309M
Gross Profit	$318M	$266M	$234M	$289M	$293M	$251M	$226M	$275M	$279M	$245M	$218M	$283M	$287M	$253M	$201M	$245M
SG&A Expense	$84M	$78M	$83M	$85M	$76M	$74M	$77M	$75M	$71M	$70M	$75M	$65M	$69M	$64M	$56M	$60M
Operating Expenses	$154M	$151M	$161M	$162M	$153M	$148M	$148M	$149M	$145M	$147M	$146M	$142M	$141M	$133M	$119M	$120M
Operating Income	$169M	$115M	$75M	$141M	$140M	$102M	$77M	$125M	$132M	$96M	$72M	$140M	$145M	$118M	$79M	$123M
Other Non-op	$4M	$4M	$4M	$2M	$895.0K	$1M	$1M	$2M	$2M	$351.0K	$3M	$1M	$-705.0K	$-570.0K	$-1M	$-3M
Pretax Income	$171M	$116M	$75M	$144M	$139M	$104M	$76M	$126M	$133M	$98M	$74M	$140M	$145M	$117M	$78M	$118M
Income Tax	$44M	$28M	$18M	$36M	$36M	$27M	$21M	$33M	$35M	$23M	$20M	$36M	$37M	$29M	$21M	$30M
Net Income	$127M	$88M	$56M	$107M	$104M	$78M	$55M	$94M	$98M	$75M	$55M	$104M	$107M	$88M	$58M	$88M
EPS (Basic)	$3.10	$2.14	$1.34	$2.59	$2.48	$1.86	$1.32	$2.22	$2.32	$1.78	$1.30	$2.44	$2.51	$2.06	$1.36	$2.06
EPS (Diluted)	$3.09	$2.13	$1.34	$2.58	$2.47	$1.85	$1.31	$2.21	$2.31	$1.77	$1.28	$2.43	$2.50	$2.05	$1.36	$2.06
Shares (Basic)	40,964,000	41,228,000	·	41,520,000	41,705,000	41,846,000	·	42,151,000	42,251,000	42,386,000	·	42,673,000	42,669,000	42,610,000	·	42,813,000
Shares (Diluted)	41,071,000	41,366,000	·	41,704,000	41,838,000	42,010,000	·	42,335,000	42,418,000	42,630,000	·	42,882,000	42,813,000	42,827,000	·	42,916,000
EBITDA	$195M	$140M	·	$164M	$161M	$122M	·	$125M	$132M	$115M	·	$140M	$145M	$136M	·	$123M

Stato Patrimoniale 27

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	$451M	$341M	$384M	$297M	$190M	$150M	$239M	$339M	$355M	$369M	·	$571M	$408M	$253M	·	$309M
Receivables	$438M	$400M	$303M	$395M	$416M	$373M	$284M	$360M	$378M	$343M	·	$351M	$388M	$340M	·	$334M
Inventory	$514M	$549M	$594M	$592M	$587M	$619M	$593M	$583M	$534M	$556M	·	$504M	$524M	$576M	·	$540M
Other Current Assets	$67M	$65M	$71M	$65M	$65M	$62M	$59M	$52M	$65M	$60M	·	$52M	$53M	$54M	·	$48M
Current Assets	$1.47B	$1.36B	$1.35B	$1.35B	$1.26B	$1.20B	$1.18B	$1.33B	$1.33B	$1.33B	·	$1.48B	$1.37B	$1.22B	·	$1.23B
PP&E (Net)	$615M	$621M	$628M	$614M	$598M	$569M	$532M	$371M	$459M	$437M	·	$383M	$375M	$369M	·	$341M
PP&E (Gross)	·	·	·	·	·	·	·	$885M	$853M	$848M	·	$789M	$780M	$773M	·	$724M
Accum. Depreciation	$608M	$590M	$577M	$561M	$550M	$531M	$516M	$514M	$497M	$487M	·	$461M	$451M	$444M	·	$419M
Goodwill	$547M	$548M	$559M	$558M	$561M	$528M	$512M	$551M	$498M	$493M	$503M	$483M	$495M	$501M	$496M	$468M
Intangibles	$366M	$373M	$388M	$393M	$399M	$381M	$375M	$396M	$352M	$353M	·	$356M	$370M	$366M	·	$331M
Other Non-current Assets	$33M	$33M	$32M	$37M	$48M	$40M	$47M	$33M	$48M	$45M	·	$49M	$43M	$41M	·	$84M
Total Assets	$3.14B	$3.04B	$3.07B	$3.05B	$2.96B	$2.82B	$2.74B	$2.90B	$2.77B	$2.72B	$2.70B	$2.82B	$2.72B	$2.56B	$2.50B	$2.50B
Accounts Payable	$126M	$106M	$91M	$104M	$96M	$118M	$101M	$110M	$105M	$103M	·	$95M	$98M	$95M	·	$99M
Accrued Liabilities	·	·	$275M	·	·	·	$243M	·	·	·	·	·	·	·	·	·
Current Liabilities	$447M	$399M	$382M	$403M	$373M	$380M	$366M	$378M	$360M	$352M	·	$428M	$397M	$331M	·	$346M
Capital Leases	$90M	$93M	$97M	$77M	$83M	$83M	$76M	$70M	$69M	$52M	·	$54M	$52M	$45M	·	$39M
Deferred Tax	$108M	$104M	$104M	$94M	$97M	$90M	$28M	$89M	$93M	$97M	·	·	·	·	·	·
Total Liabilities	$1.01B	$978M	$1.04B	$1.03B	$1.02B	$952M	$923M	$1.03B	$1.01B	$996M	·	$1.15B	$1.14B	$1.07B	·	$1.17B
Long-term Debt	$292M	$296M	$300M	$371M	$377M	$382M	·	$394M	$399M	$405M	·	$416M	$422M	$428M	·	$439M
Total Debt	$15M	$15M	·	$22M	$22M	$22M	·	$22M	$22M	$22M	·	$22M	$22M	$22M	·	$22M
Common Stock	$413.0K	$413.0K	$419.0K	$419.0K	$419.0K	$419.0K	$424.0K	$424.0K	$424.0K	$424.0K	·	$426.0K	$426.0K	$426.0K	·	$433.0K
Retained Earnings	$1.91B	$1.80B	$1.84B	$1.80B	$1.70B	$1.61B	$1.65B	$1.61B	$1.53B	$1.44B	·	$1.38B	$1.29B	$1.19B	·	$1.15B
Treasury Stock	$100M	$50M	$121M	$91M	$60M	$25M	$101M	$50M	$50M	$0	·	$0	$0	$0	·	$75M
AOCI	$-26M	$-17M	$-15M	$-21M	$-27M	$-35M	$-47M	$-10M	$-25M	$-25M	·	$-21M	$-9M	$-4M	$-4M	$-35M
Stockholders' Equity	$2.12B	$2.06B	$2.03B	$2.01B	$1.93B	$1.86B	$1.81B	$1.86B	$1.76B	$1.73B	$1.68B	$1.67B	$1.58B	$1.49B	$1.41B	$1.34B
Liabilities + Equity	$3.14B	$3.04B	$3.07B	$3.05B	$2.96B	$2.82B	$2.74B	$2.90B	$2.77B	$2.72B	·	$2.82B	$2.72B	$2.56B	·	$2.50B
Shares Outstanding	·	·	41,255,000	·	·	·	41,878,000	·	·	·	·	·	·	·	·	·

Flusso di cassa 16

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$26M	$26M	$26M	$23M	$21M	$19M	$25M	$22M	$19M	$19M	$20M	$18M	$18M	$18M	$16M	$16M
Stock-based Comp	$11M	$5M	$3M	$7M	$6M	$7M	$3M	$6M	$5M	$5M	$6M	$7M	$7M	$5M	$2M	$3M
Deferred Tax	$772.0K	$3M	$8M	$7M	$-2M	$-1M	$5M	$-4M	$-4M	$-881.0K	$3M	$-4M	$-7M	$0	$0	$-9M
Amort. of Intangibles	$7M	$7M	$6M	$7M	$7M	$6M	$7M	$7M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$5M
Other Non-cash	·	$-86M	·	·	·	$-95M	·	·	·	$-91M	·	·	·	$-107M	·	·
Operating Cash Flow	$213M	$36M	$156M	$170M	$125M	$8M	$116M	$103M	$111M	$8M	$29M	$201M	$194M	$3M	$136M	$125M
CapEx	$15M	$18M	$37M	$36M	$38M	$50M	$56M	$45M	$40M	$39M	$31M	$20M	$19M	$19M	$21M	$10M
Investing Cash Flow	$-7M	$-19M	$-30M	$-16M	$-40M	$-50M	$-57M	$-106M	$-56M	$-39M	$-37M	$-19M	$-21M	$-27M	$-25M	$-12M
Net Debt Issued	·	$-4M	·	·	·	$-7M	·	·	·	$-7M	·	·	·	$-6M	·	·
Stock Issued	$0	$3M	·	$0	$0	$4M	·	$0	$0	$0	·	·	·	·	·	·
Stock Repurchased	$49M	$50M	$30M	$30M	$35M	$25M	$50M	$0	$50M	$0	$50M	$0	$0	$0	$4M	$28M
Net Stock Activity	·	$-47M	·	·	·	$-21M	·	·	·	·	·	·	·	$0	·	·
Dividends Paid	$12M	$12M	$12M	$12M	$12M	$12M	$12M	$12M	$11M	$11M	$12M	$12M	$11M	$11M	$11M	$11M
Financing Cash Flow	$-94M	$-69M	$-43M	$-48M	$-53M	$-43M	$-150M	$-18M	$-68M	$-25M	$-141M	$-17M	$-17M	$-24M	$-121M	$-45M
Net Change in Cash	$110M	$-43M	$87M	$107M	$40M	$-89M	$-100M	$-15M	$-14M	$-61M	$-141M	$163M	$155M	$-48M	$-9M	$63M
Free Cash Flow	·	$18M	·	·	·	$-43M	·	·	·	$-31M	·	·	·	$-16M	·	·

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	47.4%	45.2%	·	46.4%	46.7%	46.8%	·	46.9%	46.7%	46.1%	·	48.8%	48.1%	47.3%	·	44.2%
Operating Margin	25.2%	19.5%	·	22.6%	22.2%	19.0%	·	21.3%	22.1%	18.1%	·	24.2%	24.3%	22.1%	·	22.2%
Net Margin	18.9%	15.0%	·	17.2%	16.4%	14.4%	·	15.9%	16.4%	14.2%	·	17.9%	17.9%	16.5%	·	15.9%
Pretax Margin	25.5%	19.8%	·	23.1%	22.1%	19.4%	·	21.5%	22.2%	18.6%	·	24.1%	24.2%	22.0%	·	21.3%
EBITDA Margin	29.0%	23.9%	·	26.3%	25.6%	22.6%	·	21.3%	22.1%	21.7%	·	24.2%	24.3%	25.5%	·	22.2%
ROA	4.2%	3.0%	·	3.6%	3.6%	2.8%	·	3.3%	3.6%	2.9%	·	3.9%	4.1%	3.6%	·	4.5%
ROE	6.3%	4.5%	·	5.6%	5.6%	4.3%	·	5.3%	5.8%	4.7%	·	6.9%	7.5%	6.5%	·	7.2%
ROIC	5.9%	4.2%	·	5.2%	5.3%	4.0%	·	4.9%	5.5%	4.2%	·	6.2%	6.7%	5.9%	·	6.8%

Liquidità e Solvibilità 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
Current Ratio	3.3	3.4	·	3.3	3.4	3.2	·	3.5	3.7	3.8	·	3.5	3.5	3.7	·	3.6
Quick Ratio	2.0	1.9	·	1.7	1.6	1.4	·	1.9	2.0	2.0	·	2.2	2.0	1.8	·	1.9
Debt / Equity	0.0	0.0	·	0.0	0.0	0.0	·	0.0	0.0	0.0	·	0.0	0.0	0.0	·	0.0

Efficienza 3

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.3
Inventory Turnover	0.6	0.6	·	0.6	0.6	0.5	·	0.6	0.6	0.5	·	0.6	0.6	0.6	·	0.7
Receivables Turnover	1.6	1.5	·	1.7	1.6	1.5	·	1.7	1.6	1.6	·	1.7	1.6	1.6	·	1.9

Per Azione 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
Revenue / Share	$16.34	$14.21	·	$14.95	$15.08	$12.83	·	$13.87	$14.07	$12.45	·	$13.53	$13.96	$12.48	·	$12.90
Cash Flow / Share	·	$0.86	·	·	·	$0.18	·	·	·	$0.19	·	·	·	$0.07	·	·
Dividend / Share	$0.30	$0.29	$0.29	$0.29	$0.29	$0.28	$0.28	$0.28	$0.28	$0.27	$0.27	$0.27	$0.27	$0.26	$0.26	$0.26
EPS (TTM)	$9.14	$8.52	·	$8.21	$7.84	$7.68	·	$7.57	$7.79	$7.98	·	$8.34	$7.97	$7.63	·	$8.00

Valutazione (TTM) 6

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$2.42B	$2.38B	·	$2.31B	$2.27B	$2.24B	·	$2.22B	$2.21B	$2.21B	·	$2.19B	$2.16B	$2.16B	·	$2.06B
Net Income TTM	$379M	$355M	·	$344M	$330M	$325M	·	$322M	$332M	$341M	·	$357M	$341M	$327M	·	$346M
P/E	22.9	20.1	·	20.4	19.8	20.5	·	25.3	21.6	25.7	·	18.0	17.4	14.4	·	9.8
Earnings Yield	4.4%	5.0%	·	4.9%	5.1%	4.9%	·	4.0%	4.6%	3.9%	·	5.6%	5.8%	7.0%	·	10.2%
Payout Ratio	·	13.6%	·	·	·	15.1%	·	·	·	15.2%	·	·	·	12.6%	·	·
Annual Payout	$48M	$48M	·	$47M	$47M	$47M	·	$46M	$46M	$46M	·	$45M	$44M	$44M	·	$44M

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	2025-06-30	2025-03-31	2024-12-31	2024-09-30
Ricavi	$2.33B	·	·	$2.23B	·
Margine Lordo %	45.9%	·	·	46.0%	·
Margine Operativo %	19.6%	·	·	19.3%	·
Utile netto	$345M	·	·	$322M	·
EPS Diluito	$8.24	·	·	$7.60	·

Metrica	2025-12-31	2025-06-30	2025-03-31	2024-12-31	2024-09-30
Debito / Patrimonio Netto	0.0	·	·	0.0	·
Rapporto corrente	3.5	·	·	3.2	·
Quick Ratio	1.8	·	·	1.4	·

Metrica	2025-12-31	2025-06-30	2025-03-31	2024-12-31	2024-09-30
Flusso di cassa libero	$298M	·	·	$158M	·

Proprietari istituzionali (13F) 526 filer · $9.2B 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 526

Valore detenuto $9.2B

Nuove posizioni 78

Posizioni chiuse 43

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
78 (-2 vs trimestre precedente)	43 (+7 vs trimestre precedente)	148 (+1 vs trimestre precedente)	183 (+25 vs trimestre precedente)	+230K

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.	$862.137.630	4.118.164	9,35%	Azioni
FMR LLC	$768.219.755	3.669.547	8,33%	Azioni
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$746.971.245	3.568.049	8,10%	Azioni
VANGUARD GROUP INC	$651.791.739	4.036.612	7,07%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$402.925.478	1.924.650	4,37%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$388.251.299	1.854.556	4,21%	Azioni
STATE STREET CORP	$273.910.153	1.308.394	2,97%	Azioni
MORGAN STANLEY	$251.459.603	1.201.143	2,73%	Azioni
Baker Avenue Asset Management, LP	$191.453.506	914.514	2,08%	Azioni
DIMENSIONAL FUND ADVISORS LP	$185.853.783	887.760	2,02%	Azioni
Quantinno Capital Management LP	$180.466.256	862.031	1,96%	Azioni
ValueAct Holdings, L.P.	$173.894.903	830.642	1,89%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$164.018.112	783.269	1,78%	Azioni
Capital International Investors	$135.792.993	648.641	1,47%	Azioni
BANK OF MONTREAL /CAN/	$134.458.597	642.267	1,46%	Azioni
Burgundy Asset Management Ltd.	$131.853.688	689.900	1,43%	Azioni
NEUBERGER BERMAN GROUP LLC	$126.889.851	606.113	1,38%	Azioni
NORTHERN TRUST CORP	$125.666.106	600.268	1,36%	Azioni
FIRST TRUST ADVISORS LP	$122.160.120	583.523	1,32%	Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$115.923.922	542.592	1,26%	Azioni
JPMORGAN CHASE & CO	$110.325.933	525.383	1,20%	Azioni
Maren Capital LLC	$107.402.638	513.029	1,16%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$105.169.485	502.362	1,14%	Azioni
GOLDMAN SACHS GROUP INC	$94.594.466	451.848	1,03%	Azioni
VICTORY CAPITAL MANAGEMENT INC	$92.707.088	442.833	1,01%	Azioni
NORGES BANK	$90.930.963	434.349	0,99%	Azioni
FIDUCIARY MANAGEMENT INC /WI/	$84.746.764	404.809	0,92%	Azioni
Port Capital LLC	$82.563.244	394.379	0,90%	Azioni
WELLS FARGO & COMPANY/MN	$79.077.106	377.727	0,86%	Azioni
Conestoga Capital Advisors, LLC	$78.996.397	377.341	0,86%	Azioni
SNYDER CAPITAL MANAGEMENT L P	$63.117.141	301.491	0,68%	Azioni
BROWN ADVISORY INC	$62.088.755	296.579	0,67%	Azioni
Bank of New York Mellon Corp	$59.196.898	282.765	0,64%	Azioni
ROYCE & ASSOCIATES LP	$58.064.688	277.357	0,63%	Azioni
RAYMOND JAMES FINANCIAL INC	$56.553.945	270.141	0,61%	Azioni
Capital World Investors	$55.886.611	266.953	0,61%	Azioni
BANK OF AMERICA CORP /DE/	$55.283.348	264.071	0,60%	Azioni
VANGUARD FIDUCIARY TRUST CO	$54.418.230	259.939	0,59%	Azioni
Allspring Global Investments Holdings, LLC	$53.680.707	263.891	0,58%	Azioni
FEDERATED HERMES, INC.	$50.507.152	241.257	0,55%	Azioni
DISCIPLINED GROWTH INVESTORS INC /MN	$50.383.113	240.664	0,55%	Azioni
SCHRODER INVESTMENT MANAGEMENT GROUP	$48.275.010	230.727	0,52%	Azioni
AQR CAPITAL MANAGEMENT LLC	$45.875.365	219.132	0,50%	Azioni
Champlain Investment Partners, LLC	$44.961.053	214.765	0,49%	Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$42.607.749	203.524	0,46%	Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$39.019.000	186.383	0,42%	Azioni
SEGALL BRYANT & HAMILL, LLC	$33.686.927	160.912	0,37%	Azioni
Ranger Investment Management, L.P.	$31.786.448	151.834	0,34%	Azioni
SEI INVESTMENTS CO	$30.987.644	148.018	0,34%	Azioni
Cornerstone Capital, Inc.	$29.946.889	143.047	0,32%	Azioni

Mostra tutti i 526 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
Simpson PSB Fund, Barclay Simpson, Sharon Simpson ×5 depositi	24 Ottobre 2014	·	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 43 insider · 22 dirigenti · 20 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Michael Olosky	President and CEO	10 Settembre 2026 S	51.398	1	$-605.286
Donald M Townsend	Pres. & CEO, Simpson Dura-Vent	11 Settembre 2003 X	15.779	0	$0
Matt Dunn	Chief Financial Officer	17 Febbraio 2026 F	4.687	0	$0
Brian J Magstadt	Chief Financial Officer	15 Febbraio 2024 F	31.034	0	$0
Phillip Terry Kingsfather	President, Simpson Strong-Tie	14 Febbraio 2014 X	0	0	$0
Stephen P Eberhard	President, Simpson Dura-Vent	05 Agosto 2009 X	0	0	$0
Ricardo M Arevalo	COO, Simpson Strong-Tie	13 Febbraio 2020 A	26.277	0	$0
Nozomi Bullock	EVP, Human Resources	18 Agosto 2026 I	0	0	$0
Udit Mehta	Chief Technology Officer	17 Febbraio 2026 F	4.990	0	$0
Cassandra Payton	EVP, General Counsel	17 Febbraio 2026 F	4.688	0	$0
Phillip Burton	EVP, North America	17 Febbraio 2026 F	9.907	0	$0
Jeremy Gilstrap	EVP, Innovation	17 Febbraio 2026 F	10.900	0	$0
Michael Andersen	EVP, Europe	17 Febbraio 2026 A	12.417	0	$0
Jennifer Lutz	EVP, Human Resources	01 Maggio 2025 S	4.047	0	$0
Roger Dankel	EVP, NA Sales	10 Dicembre 2024 G	22.192	0	$0
Kevin Lee Swartzendruber	Senior VP of Finance	15 Febbraio 2024 F	7.192	0	$0
Terry Hammons	SVP, General Counsel	16 Febbraio 2021 F	1.558	0	$0
Sunny H Leung	Vice President	04 Febbraio 2017 A	1.801	0	$0
Jeffrey Eric Mackenzie	Vice President	04 Febbraio 2017 A	2.578	0	$0
FITZMYERS THOMAS J	Vice Chairman of the Board	13 Dicembre 2016 S	4	0	$0
Michael J Herbert	Vice President	06 Febbraio 2013 A	2.844	0	$0
Stephen B Lamson	Vice President	01 Dicembre 2006 S	95.808	0	$0
James S Andrasick	Direttore	04 Agosto 2026 S	61	2	$-258.496
Felica Coney	Direttore	06 Maggio 2026 A	3.019	0	$0
Kenneth D. Knight	Direttore	06 Maggio 2026 A	4.775	0	$0
Chau Banks	Direttore	06 Maggio 2026 A	3.019	0	$0
Angela C Drake	Direttore	06 Maggio 2026 A	1.691	0	$0
Philip E Donaldson	Direttore	06 Maggio 2026 A	7.015	1	$-399.380
Celeste Volz Ford	Direttore	06 Maggio 2026 A	14.112	0	$0
Gary M Cusumano	Direttore	01 Maggio 2024 A	18.714	0	$0
Jennifer Chatman	Direttore	12 Febbraio 2024 S	14.638	0	$0
Greenway Robin Macgillivray	Direttore	26 Aprile 2023 A	14.097	0	$0
Karen Winifred Colonias	Direttore	25 Aprile 2023 S	14.623	0	$0
Michael A Bless	Direttore	12 Febbraio 2021 S	2.587	0	$0
Peter N Louras	Direttore	24 Aprile 2018 A	1.475	0	$0
Barry Lawson Williams	Direttore	12 Febbraio 2014 X	0	0	$0
Earl F Cheit	Direttore	03 Febbraio 2014 A	1.425	0	$0
SIMPSON INVESTMENT CO	Direttore	17 Marzo 2009 J	0	0	$0
Sunne Wright Mcpeak	Direttore	14 Novembre 2003 X	3.000	0	$0
SIMPSON PSB FUND	·	16 Aprile 2018 S	382.541	0	$0
Sharon H Simpson	·	09 Aprile 2018 S	492.870	0	$0
SIMPSON BARCLAY	·	25 Marzo 2014 G	145.000	0	$0
California College of the Arts	·	01 Agosto 2006 S	0	0	$0

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

Proprietà ETF Posseduti da 76 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
PKB · Invesco Exchange-Traded Fund Trust	2,71%	44.197 SH	01 Ottobre 2026	Giornaliero
ITB · iShares Trust	1,67%	199.972 SH	11 Settembre 2026	Giornaliero
NAIL · Direxion Shares ETF Trust	1,28%	36.143 NS	31 Luglio 2026	N-PORT
SDVD · First Trust Exchange-Traded Fund IV	0,81%	39.408 NS	31 Luglio 2026	N-PORT
FXR · First Trust Exchange-Traded AlphaDE…	0,60%	23.818 NS	31 Luglio 2026	N-PORT
MCOW · Pacer Funds Trust	0,60%	34 NS	31 Luglio 2026	N-PORT
GUNR · FlexShares Trust	0,39%	149.634 NS	31 Luglio 2026	N-PORT
FFSM · FIDELITY COVINGTON TRUST	0,33%	26.059 NS	31 Luglio 2026	N-PORT
IQSM · New York Life Investments ETF Trust	0,30%	5.309 NS	31 Luglio 2026	N-PORT
IVOV · VANGUARD ADMIRAL FUNDS	0,25%	18.035 SH	19 Agosto 2026	Giornaliero
VBK · VANGUARD INDEX FUNDS	0,24%	544.708 SH	19 Agosto 2026	Giornaliero
IVOO · VANGUARD ADMIRAL FUNDS	0,24%	66.381 SH	19 Agosto 2026	Giornaliero
QVMM · Invesco Exchange-Traded Fund Trust …	0,24%	5.672 SH	01 Ottobre 2026	Giornaliero
ISCG · iShares Trust	0,23%	13.013 SH	11 Settembre 2026	Giornaliero
IVOG · VANGUARD ADMIRAL FUNDS	0,22%	19.890 SH	19 Agosto 2026	Giornaliero
PTMC · Pacer Funds Trust	0,22%	4.528 NS	31 Luglio 2026	N-PORT
BKMC · BNY Mellon ETF Trust	0,20%	7.050 NS	31 Luglio 2026	N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr…	0,17%	18.016 NS	31 Luglio 2026	N-PORT
MIDU · Direxion Shares ETF Trust	0,17%	604 NS	31 Luglio 2026	N-PORT
FSMD · FIDELITY COVINGTON TRUST	0,15%	19.883 NS	31 Luglio 2026	N-PORT
DFAS · Dimensional ETF Trust	0,15%	120.424 NS	31 Luglio 2026	N-PORT
FNX · First Trust Exchange-Traded AlphaDE…	0,13%	9.841 NS	31 Luglio 2026	N-PORT
FNK · First Trust Exchange-Traded AlphaDE…	0,13%	1.548 NS	31 Luglio 2026	N-PORT
VIS · VANGUARD WORLD FUND	0,12%	50.009 SH	19 Agosto 2026	Giornaliero
FIDU · FIDELITY COVINGTON TRUST	0,11%	13.566 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,10%	472.175 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,10%	943.595 SH	19 Agosto 2026	Giornaliero
VFQY · VANGUARD WELLINGTON FUND	0,10%	2.376 SH	19 Agosto 2026	Giornaliero
SMMD · iShares Trust	0,10%	21.971 SH	11 Settembre 2026	Giornaliero
RWK · Invesco Exchange-Traded Fund Trust …	0,10%	7.176 SH	01 Ottobre 2026	Giornaliero
VFMF · VANGUARD WELLINGTON FUND	0,09%	2.947 SH	19 Agosto 2026	Giornaliero
IYJ · iShares Trust	0,09%	9.812 SH	11 Settembre 2026	Giornaliero
REVS · Columbia ETF Trust I	0,08%	1.455 NS	31 Luglio 2026	N-PORT
JQUA · J.P. Morgan Exchange-Traded Fund Tr…	0,08%	33.647 NS	31 Luglio 2026	N-PORT
IWS · iShares Trust	0,07%	61.124 SH	11 Settembre 2026	Giornaliero
WSML · iShares Trust	0,07%	2.569 SH	11 Settembre 2026	Giornaliero
ESML · iShares Trust	0,07%	10.694 SH	11 Settembre 2026	Giornaliero
RECS · Columbia ETF Trust I	0,06%	17.278 NS	31 Luglio 2026	N-PORT
DXUV · Dimensional ETF Trust	0,05%	1.573 NS	31 Luglio 2026	N-PORT
IWR · iShares Trust	0,05%	168.502 SH	11 Settembre 2026	Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust …	0,04%	2.034 SH	01 Ottobre 2026	Giornaliero
DFUV · Dimensional ETF Trust	0,04%	34.055 NS	31 Luglio 2026	N-PORT
VIG · VANGUARD SPECIALIZED FUNDS	0,04%	232.416 SH	19 Agosto 2026	Giornaliero
FAB · First Trust Exchange-Traded AlphaDE…	0,04%	343 NS	31 Luglio 2026	N-PORT
SMDX · Tidal Trust III	0,04%	260 NS	31 Luglio 2026	N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe…	0,03%	9.080 SH	01 Ottobre 2026	Giornaliero
DFSU · Dimensional ETF Trust	0,03%	3.217 NS	31 Luglio 2026	N-PORT
DFAC · Dimensional ETF Trust	0,03%	67.461 NS	31 Luglio 2026	N-PORT
PFM · Invesco Exchange-Traded Fund Trust	0,03%	1.171 SH	01 Ottobre 2026	Giornaliero
VEGN · ETF Series Solutions	0,03%	241 NS	31 Luglio 2026	N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS	0,02%	24.802 SH	19 Agosto 2026	Giornaliero
IWD · iShares Trust	0,02%	91.297 SH	11 Settembre 2026	Giornaliero
DCOR · Dimensional ETF Trust	0,02%	3.144 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,01%	8.943 NS	31 Luglio 2026	N-PORT
TILT · FlexShares Trust	0,01%	1.539 NS	31 Luglio 2026	N-PORT
PRF · Invesco Exchange-Traded Fund Trust	0,01%	7.235 SH	01 Ottobre 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,01%	13.864 NS	31 Luglio 2026	N-PORT
IUSV · iShares Trust	0,01%	18.266 SH	11 Settembre 2026	Giornaliero
DGRO · iShares Trust	0,01%	27.775 SH	11 Settembre 2026	Giornaliero
IYY · iShares Trust	0,01%	1.828 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,01%	11.942 SH	11 Settembre 2026	Giornaliero
VTI · VANGUARD INDEX FUNDS	0,01%	1.305.499 SH	19 Agosto 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,01%	32.554 SH	19 Agosto 2026	Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS	0,01%	6.704 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,01%	3.496 SH	19 Agosto 2026	Giornaliero
IWB · iShares Trust	0,01%	28.199 SH	11 Settembre 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,01%	9.291 SH	19 Agosto 2026	Giornaliero
ITOT · iShares Trust	0,01%	54.789 SH	11 Settembre 2026	Giornaliero
IUSG · iShares Trust	0,01%	18.094 SH	11 Settembre 2026	Giornaliero
IJH · iShares Trust	·	1.443.153 SH	11 Settembre 2026	Giornaliero
IJK · iShares Trust	·	116.837 SH	11 Settembre 2026	Giornaliero
IJJ · iShares Trust	·	107.105 SH	21 Agosto 2026	Giornaliero
IFRA · iShares Trust	·	65.042 SH	11 Settembre 2026	Giornaliero
XJH · iShares Trust	·	5.625 SH	08 Settembre 2026	Giornaliero
ISCB · iShares Trust	·	1.852 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	28.803 SH	11 Settembre 2026	Giornaliero

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

21

rating · 10 analisti COMPRA

Target mediano $218.00 +25,6%

4 40,0% Acquisto forte

3 30,0% Compra

3 30,0% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

5 analisti · 2026-09-30

Target medio $219.00 +26,2%

← Sotto tutti i target Prezzo attuale $173.56

Basso$212.00 Media$219.00 Alto$230.00

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
SSD	$6.66B	19.6	4.5%	14.8%	17.4%	45.9%
MOD	·	95.9	23.1%	3.8%	11.6%	23.0%
OC	$8.98B	-18.0	2.6%	-5.2%	-11.7%	28.1%
ZWS	$7.76B	40.4	8.3%	11.7%	12.5%	45.1%
AOS	·	17.4	0.32%	14.3%	29.2%	38.8%
AWI	$8.20B	27.0	12.1%	19.1%	35.5%	40.6%
AAON	$6.23B	59.1	20.1%	7.5%	12.4%	26.8%
BLDR	$11.38B	26.4	-7.4%	2.9%	10.2%	30.4%
CSW	$4.66B	38.9	23.2%	10.3%	10.3%	41.9%
FBIN	$6.16B	20.8	-3.2%	6.7%	12.6%	·
TREX	$3.71B	19.7	2.0%	16.2%	18.8%	39.2%

Ultime notizie Notizie recenti che menzionano questa società

23

Silicon Motion (SIMO) Gets Higher Price Targets from BofA and B. Riley Yahoo Finance · 3 mesi, 3 settimane fa Mizuho Alza il suo Price Target su Micron (MU) a $740 Yahoo Finance · 4 mesi, 3 settimane fa Simpson Manufacturing Co., Inc. Riassunto della conference call sugli utili del primo trimestre 2026 Yahoo Finance · 5 mesi fa Simpson Manufacturing Co., Inc. Utili Primo Trimestre Utili Aumentano Nasdaq · 5 mesi 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.

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

SSD Simpson Manufacturing Company, Inc. Common Stock

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

SSD 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) 526 filer · $9.2B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 1 partecipazione

Insider aziendali 43 insider · 22 dirigenti · 20 direttori

Proprietà ETF Posseduti da 76 ETF

SSD 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