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

03

Prezzo $56.31

Capitalizzazione di Mercato (MRQ) $3.44B

P/E (TTM) 156.4

EPS (TTM) $0.36

Ricavi (TTM) $683M

ROE (TTM) 2.6%

D/E Debito/Patrimonio (MRQ) 0.3

Intervallo 52 sett. $26–$87

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

04

intervallo

barre

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

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

06

Ricavi$664M

2016-12-31 → 2025-12-31

EPS$0.59

2016-12-31 → 2025-12-31

Flusso di cassa libero$53M

2016-12-31 → 2025-12-31

Margine netto3.4%

2018-12-31 → 2025-12-31

Valutazione e Rapporti 07–12

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

Metrica	VECO	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	156.4media 5 anni ≈16.0	≈16.0	65.8	Sopravvalutato
P/S (TTM)	5.0media 5 anni ≈2.3	≈2.3	6.8	Sopravvalutato
P/B (MRQ)	3.8media 5 anni ≈2.3	≈2.3	5.5	Sottovalutato
EV / EBITDA	62.1media 5 anni ≈20.2	≈20.2	57.6	Sottovalutato
Prezzo / FCF (TTM)	40.4media 5 anni ≈36.4	≈36.4	·	·
Prezzo / Flusso di cassa (TTM)	34.5media 5 anni ≈21.4	≈21.4	30.8	Sottovalutato
EV / Revenue (EV / Ricavi)	5.2media 5 anni ≈2.4	≈2.4	·	·
EV / FCF	65.0media 5 anni ≈39.0	≈39.0	·	·
Prezzo / Valore contabile tangibile (MRQ)	3.8media 5 anni ≈3.7	≈3.7	·	·

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	VECO	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	37.9%media 5 anni ≈41.5%	≈41.5%	46.0%	Debole
Margine Operativo (TTM)	2.7%media 5 anni ≈8.9%	≈8.9%	8.8%	Debole
Margine EBITDA (TTM)	5.6%media 5 anni ≈12.6%	≈12.6%	9.8%	Debole
Margine ante imposte (TTM)	3.4%media 5 anni ≈4.7%	≈4.7%	9.7%	Debole
Margine di Profitto Netto (TTM)	3.4%media 5 anni ≈8.3%	≈8.3%	8.9%	Debole
ROA (TTM)	1.7%media 5 anni ≈5.1%	≈5.1%	3.4%	Sotto la media
ROE (TTM)	2.6%media 5 anni ≈9.6%	≈9.6%	4.7%	In linea
ROIC	2.9%media 5 anni ≈9.9%	≈9.9%	3.7%	Sotto la media

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	VECO	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	0.3media 5 anni ≈0.4	≈0.4	0.3	In linea
Rapporto corrente (MRQ)	3.9media 5 anni ≈3.5	≈3.5	3.7	In linea
Quick Ratio	1.5media 5 anni ≈1.3	≈1.3	2.1	Bassa liquidità
Debito a lungo termine / Patrimonio netto (MRQ)	0.3media 5 anni ≈0.4	≈0.4	0.3	In linea

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

Metrica	VECO	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	-7.4%media 5 anni ≈8.5%	≈8.5%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	0.93%media 5 anni ≈7.2%	≈7.2%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	7.9%	·	·	·
EPS YoY	-52.0%	·	·	·
Net Income YoY (Utile Netto YoY)	-52.0%	·	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	-39.8%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	-40.4%	·	·	·

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

Metrica	VECO	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$0.59media 5 anni ≈$0.89	≈$0.89	·	·
Revenue / Share (Ricavi / Azione)	$10.96media 5 anni ≈$11.14	≈$11.14	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$1.15media 5 anni ≈$1.25	≈$1.25	·	·
Cash / Share (Liquidità / Azione)	$2.71media 5 anni ≈$2.69	≈$2.69	·	·

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

Metrica	VECO	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.5media 5 anni ≈0.6	≈0.6	0.6	Debole
Inventory Turnover (Rotazione delle scorte)	1.5media 5 anni ≈1.8	≈1.8	3.1	Debole
Receivables Turnover (Rotazione dei crediti)	6.4media 5 anni ≈6.2	≈6.2	6.4	In linea
Revenue / Employee (Ricavi / Dipendente)	≈$525.1K	·	·	·

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 13.0%

Prossimo report Nov 03, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Ago 4, 2026	$0.33	$0.26	25.4%
31 Marzo 2026		$0.14	$0.23	-40.4%
31 Dicembre 2025		$0.24	$0.25	-2.6%
30 Settembre 2025		$0.36	$0.29	26.1%
30 Giugno 2025		$0.36	$0.23	56.7%
31 Marzo 2025		$0.37	$0.33	13.0%

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	$664M	$717M	$666M	$646M	$583M	$454M	$419M	$542M	$476M	$332M	$477M	$393M
Cost of Revenue	$399M	$413M	$381M	$383M	$341M	$260M	$261M	$348M	$299M	$199M	$300M	$258M
Gross Profit	$265M	$304M	$285M	$263M	$242M	$194M	$158M	$194M	$176M	$133M	$177M	$135M
R&D Expense	$120M	$125M	$113M	$104M	$89M	$79M	$91M	$98M	$82M	$81M	$79M	$81M
SG&A Expense	$99M	$100M	$93M	$89M	$85M	$76M	$80M	$92M	$100M	$78M	$90M	$90M
Operating Expenses	$230M	$237M	$215M	$203M	$186M	$172M	$198M	$609M	$248M	$253M	$200M	$214M
Operating Income	$36M	$67M	$70M	$60M	$57M	$23M	$-40M	$-416M	$-72M	$-120M	$-23M	$-79M
Interest Expense	·	·	$12M	$12M	$28M	$25M	$22M	$22M	$19M	$222.0K	$464.0K	$715.0K
Interest Income	$13M	$13M	$11M	$2M	$2M	$2M	$5M	$3M	$2M	$1M	$1M	$2M
Other Non-op	$-653.0K	·	$-97M	·	$-5M	$-8M	$-21M	·	·	·	·	·
Pretax Income	$39M	$69M	$-28M	$51M	$26M	$-8M	$-78M	$-434M	$-89M	$-119M	$-23M	$-78M
Income Tax	$4M	$-5M	$2M	$-116M	$-358.0K	$-73.0K	$777.0K	$-27M	$-38M	$3M	$9M	$-11M
Net Income	$35M	$74M	$-30M	$167M	$26M	$-8M	$-79M	$-407M	$-51M	$-122M	·	·
EPS (Basic)	$0.60	$1.31	$-0.56	$3.35	$0.53	$-0.17	$-1.66	$-8.63	$-1.16	$-3.10	$-0.80	$-1.70
EPS (Diluted)	$0.59	$1.23	$-0.56	$2.71	$0.49	$-0.17	$-1.66	$-8.63	$-1.16	$-3.10	$-0.80	$-1.70
Shares (Basic)	59,299,000	56,426,000	53,769,000	49,906,000	49,073,000	48,362,000	47,482,000	47,151,000	44,174,000	39,340,000	39,742,000	39,350,000
Shares (Diluted)	60,594,000	61,596,000	53,769,000	65,607,000	53,643,000	48,362,000	47,482,000	47,151,000	44,174,000	39,340,000	39,742,000	39,350,000
EBITDA	$56M	$92M	$95M	$86M	$83M	$53M	$-5M	$-366M	$-14M	$-88M	$17M	$-55M

Stato Patrimoniale 28

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$163M	$146M	$159M	$155M	$120M	$130M	$129M	$212M	$280M	$277M	$269M	$271M
Receivables	$111M	$97M	$103M	$124M	$110M	$80M	$46M	$67M	$99M	$58M	$50M	$60M
Inventory	$275M	$247M	$238M	$207M	$171M	$146M	$133M	$156M	$120M	$77M	$77M	$61M
Prepaid Expense	$34M	$39M	$35M	$18M	$26M	$19M	$15M	$22M	$33M	$16M	$23M	$23M
Current Assets	$845M	$765M	$706M	$669M	$549M	$587M	$476M	$520M	$597M	$502M	$542M	$556M
PP&E (Net)	$109M	$114M	$118M	$107M	$100M	$65M	$76M	$80M	$85M	$61M	$80M	$79M
PP&E (Gross)	$321M	$311M	$301M	$280M	$261M	$215M	$211M	$204M	$197M	$160M	$180M	$171M
Accum. Depreciation	$212M	$197M	$182M	$172M	$161M	$150M	$136M	$124M	$112M	$99M	$100M	$92M
Goodwill	$215M	$215M	$215M	$182M	$182M	$182M	$182M	$184M	$307M	$115M	$115M	$115M
Intangibles	$6M	$9M	$44M	$24M	$34M	$46M	$62M	$85M	$370M	$58M	$132M	$159M
Other Non-current Assets	$4M	$3M	$3M	$3M	$4M	$6M	$7M	$29M	$25M	$21M	$21M	$20M
Total Assets	$1.33B	$1.25B	$1.23B	$1.13B	$899M	$898M	$818M	$901M	$1.39B	$759M	$891M	$929M
Accounts Payable	$55M	$44M	$42M	$52M	$44M	$34M	$21M	$40M	$50M	$23M	$30M	$18M
Accrued Liabilities	·	·	·	·	·	·	·	·	$58M	$33M	$49M	$48M
Current Liabilities	$178M	$192M	$218M	$258M	$189M	$147M	$118M	$160M	$224M	$144M	$162M	$168M
Capital Leases	$32M	$34M	$32M	$34M	$33M	$6M	$10M	·	·	·	·	·
Deferred Tax	$532.0K	$689.0K	$7M	$1M	$5M	$5M	$6M	$6M	$37M	$13M	$11M	·
Other Non-current Liabilities	$4M	$4M	$26M	$3M	$5M	$10M	$9M	$10M	$11M	$6M	$2M	$4M
Total Liabilities	$440M	$481M	$557M	$550M	$461M	$490M	$444M	$463M	$547M	$164M	$176M	$191M
Long-term Debt	$226M	$276M	$275M	$275M	$229M	$321M	$300M	·	·	$1M	$2M	$2M
Total Debt	$226M	$276M	$275M	$275M	$229M	$321M	$300M	$287M	$276M	$1M	$2M	$2M
Common Stock	$604.0K	$569.0K	$564.0K	$517.0K	$507.0K	$497.0K	$490.0K	$485.0K	$482.0K	$407.0K	$410.0K	$404.0K
Retained Earnings	$-423M	$-458M	$-532M	$-502M	$-681M	$-707M	$-699M	$-620M	$-213M	$-169M	$-45M	$-13M
Treasury Stock	·	·	·	·	·	·	·	$6M	$1M	$2M	$9M	·
AOCI	$2M	$2M	$2M	$928.0K	$1M	$2M	$2M	$2M	$2M	$2M	$1M	$1M
Stockholders' Equity	$886M	$771M	$672M	$578M	$438M	$408M	$375M	$438M	$840M	$602M	$715M	$739M
Liabilities + Equity	$1.33B	$1.25B	$1.23B	$1.13B	$899M	$898M	$818M	$901M	$1.39B	$759M	$891M	$929M
Shares Outstanding	60,388,539	56,827,915	56,364,131	51,660,409	50,652,864	49,723,751	48,994,346	48,024,685	48,144,416	40,588,194	40,526,902	40,360,069

Flusso di cassa 18

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$20M	$25M	$25M	$26M	$26M	$31M	$34M	$50M	$50M	$33M	$40M	$25M
Stock-based Comp	$37M	$36M	$29M	$23M	$15M	$13M	$15M	$16M	$24M	$16M	$18M	$19M
Deferred Tax	$-3M	$-9M	$-2M	$-118M	$-651.0K	$-299.0K	$360.0K	$-28M	$-35M	$997.0K	$3M	$-11M
Amort. of Intangibles	$3M	$7M	$8M	$10M	$12M	$15M	$17M	$32M	$35M	$19M	$28M	$13M
Restructuring	·	·	·	·	·	$1M	$6M	$9M	$12M	$6M	$5M	$4M
Other Non-cash	$-20M	$-62M	$41M	$11M	$1M	$8M	$21M	$331M	·	·	·	·
Operating Cash Flow	$69M	$64M	$62M	$108M	$68M	$43M	$-7M	$-38M	$35M	$-24M	$16M	$42M
CapEx	$16M	$18M	$28M	$25M	$41M	$7M	$11M	$13M	$24M	$11M	$14M	$16M
Investing Cash Flow	$-41M	$-65M	$-53M	$-69M	$45M	$-72M	$-76M	$-18M	$-358M	$47M	$-7M	$8M
Debt Issued	·	·	·	·	·	·	·	·	$336M	·	·	·
Net Debt Issued	·	·	·	·	·	·	·	·	$-1M	$-340.0K	$-314.0K	$-290.0K
Stock Repurchased	·	·	·	·	·	·	·	$11M	$3M	$13M	$9M	·
Net Stock Activity	·	·	·	·	·	·	·	$-11M	$-3M	$-13M	$-9M	·
Financing Cash Flow	$-10M	$-13M	$-5M	$-5M	$-122M	$29M	$126.0K	$-11M	$326M	$-15M	$-10M	$10M
Net Change in Cash	$18M	$-13M	$4M	$35M	$-10M	$332.0K	$-83M	$-68M	$3M	$8M	$-2M	$60M
Taxes Paid	$87.0K	$3M	$5M	$1M	$-139.0K	$329.0K	$3M	$5M	$2M	$2M	$7M	·
Free Cash Flow	$53M	$46M	$34M	$84M	$27M	$36M	$-18M	$-50M	$10M	$-35M	$2M	$26M
Levered FCF	·	·	$21M	$46M	$-2M	$12M	$-41M	$-71M	$-899.0K	$-36M	$1M	$26M

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	40.0%	42.4%	42.8%	40.7%	41.5%	42.8%	37.7%	35.7%	38.0%	40.0%	37.1%	34.3%
Operating Margin	5.4%	9.3%	10.5%	9.3%	9.7%	5.0%	-9.4%	-76.6%	-13.2%	-36.2%	-4.9%	-20.2%
Net Margin	5.3%	10.3%	-4.6%	25.8%	4.5%	-1.8%	-18.8%	-75.1%	·	·	·	·
Pretax Margin	5.9%	9.6%	-4.2%	7.9%	4.4%	-1.9%	-18.6%	-80.0%	-16.7%	-35.9%	-4.8%	-19.9%
EBITDA Margin	8.4%	12.8%	14.2%	13.3%	14.2%	11.7%	-1.2%	-67.4%	-2.8%	-26.4%	3.5%	-13.9%
ROA	2.8%	5.9%	-2.6%	16.5%	2.9%	-0.98%	-9.2%	-35.6%	·	·	·	·
ROE	4.1%	9.7%	-4.6%	32.8%	6.0%	-2.1%	-20.3%	-80.2%	·	·	·	·
ROIC	2.9%	6.9%	7.9%	23.2%	8.6%	3.1%	-5.9%	-53.8%	-3.2%	-20.7%	-4.6%	-9.1%

Liquidità e Solvibilità 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	4.7	4.0	3.2	2.6	2.9	4.0	4.0	3.2	2.7	3.5	3.3	3.3
Quick Ratio	1.5	1.3	1.2	1.1	1.2	1.4	1.5	1.7	1.7	2.3	2.0	2.0
Debt / Equity	0.3	0.4	0.4	0.5	0.5	0.8	0.8	0.7	0.3	0.0	0.0	0.0
LT Debt / Equity	0.3	0.3	0.4	0.4	0.5	0.8	0.8	0.7	0.3	0.0	0.0	0.0
Interest Coverage	·	·	5.9	5.2	2.0	0.9	-1.8	-19.3	-3.3	-542.4	-50.1	-110.8

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.5	0.6	0.6	0.6	0.6	0.5	0.5	0.5	0.5	0.4	0.5	0.4
Inventory Turnover	1.5	1.7	1.7	2.0	2.2	1.9	1.8	2.5	3.0	2.6	4.3	4.3
Receivables Turnover	6.4	7.2	5.9	5.5	6.2	7.2	7.5	6.5	6.2	6.2	8.7	9.4

Per Azione 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$14.66	$13.56	$11.93	$11.19	$8.64	$8.21	$7.64	$9.12	$17.46	$14.65	$17.63	$18.31
Revenue / Share	$10.96	$11.65	$12.39	$9.85	$10.87	$9.39	$8.83	$11.50	$10.97	$8.45	$12.00	$9.98
Cash Flow / Share	$1.15	$1.04	$1.15	$1.65	$1.26	$0.89	$-0.16	$-0.80	$0.77	$-0.61	$0.40	$1.07
Cash / Share	$2.71	$2.56	$2.82	$3.00	$2.36	$2.61	$2.64	$4.42	$5.81	$6.84	$6.64	$6.71
EPS (TTM)	$0.59	$1.23	$-0.56	$2.71	$0.49	$-0.17	$-1.66	$-8.63	$-1.16	$-3.10	$-0.80	$-1.70

Tassi di Crescita 7

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	-7.4%	7.6%	3.1%	10.8%	28.4%	·	·	·	·	·	·	·
Revenue CAGR 3Y	0.93%	7.1%	13.6%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	7.9%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	-52.0%	·	·	453.1%	·	·	·	·	·	·	·	·
EPS CAGR 3Y	-39.8%	35.9%	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-52.0%	·	·	541.1%	·	·	·	·	·	·	·	·
Net Income CAGR 3Y	-40.4%	41.5%	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 14

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$664M	$717M	$666M	$646M	$583M	$454M	$419M	$542M	$476M	$332M	$477M	$393M
Net Income TTM	$35M	$74M	$-30M	$167M	$26M	$-8M	$-79M	$-407M	$-51M	$-122M	$83M	$83M
Market Cap	$1.73B	$1.52B	$1.75B	$960M	$1.44B	$863M	$720M	$356M	$715M	$1.18B	$833M	$1.41B
Enterprise Value	$1.79B	$1.65B	$1.87B	$1.08B	$1.55B	$1.05B	$891M	$431M	$711M	$907M	$566M	$1.14B
P/E	48.4	21.8	-55.4	6.9	58.1	-102.1	-8.8	-0.9	-12.8	-9.4	-25.7	-20.5
P/S	2.6	2.1	2.6	1.5	2.5	1.9	1.7	0.7	1.5	3.6	1.7	3.6
P/B	1.9	2.0	2.6	1.7	3.3	2.1	1.9	0.8	0.9	2.0	1.2	1.9
P / Tangible Book	2.6	2.8	4.2	2.6	6.5	4.8	·	·	·	·	·	·
P / Cash Flow	24.8	23.9	28.4	8.8	21.3	20.1	-97.1	-9.4	20.9	-49.6	52.8	33.5
P / FCF	32.4	33.3	51.8	11.4	53.2	23.8	-39.4	-7.1	72.4	-33.5	438.1	53.2
EV / EBITDA	32.1	17.9	19.7	12.6	18.7	19.8	-171.9	-1.2	-52.0	-10.3	34.0	-20.8
EV / FCF	33.6	36.2	55.3	12.9	57.3	29.1	-48.7	-8.6	72.0	-25.7	297.3	43.0
EV / Revenue	2.7	2.3	2.8	1.7	2.7	2.3	2.1	0.8	1.5	2.7	1.2	2.9
Earnings Yield	2.1%	4.6%	-1.8%	14.6%	1.7%	-0.98%	-11.3%	-116.5%	-7.8%	-10.6%	-3.9%	-4.9%

Conto Economico 18

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	$193M	$158M	$165M	$166M	$166M	$167M	$182M	$185M	$176M	$174M	$174M	$177M	$162M	$154M	$154M	$172M
Cost of Revenue	$119M	$103M	$105M	$98M	$97M	$99M	$108M	$106M	$100M	$99M	$95M	$100M	$94M	$91M	$91M	$102M
Gross Profit	$75M	$56M	$61M	$68M	$69M	$68M	$74M	$79M	$75M	$75M	$79M	$77M	$68M	$62M	$63M	$70M
R&D Expense	$33M	$30M	$31M	$29M	$32M	$29M	$31M	$32M	$32M	$30M	$29M	$29M	$27M	$28M	$26M	$27M
SG&A Expense	$28M	$26M	$23M	$27M	$24M	$25M	$25M	$25M	$25M	$25M	$23M	$23M	$24M	$23M	$21M	$22M
Operating Expenses	$63M	$58M	$62M	$57M	$56M	$54M	$70M	$55M	$59M	$53M	$54M	$55M	$54M	$52M	$50M	$52M
Operating Income	$12M	$-3M	$-1M	$11M	$12M	$14M	$4M	$24M	$17M	$22M	$24M	$22M	$14M	$10M	$13M	$18M
Interest Expense	·	·	·	·	·	·	·	·	·	$3M	·	$3M	$3M	$3M	·	$3M
Interest Income	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$2M	$2M	$1M	$571.0K
Other Non-op	·	·	$0	$0	$-653.0K	·	·	·	·	·	$0	$0	$-97M	·	·	·
Pretax Income	$13M	$-1M	$-94.0K	$12M	$13M	$15M	$4M	$25M	$17M	$23M	$24M	$23M	$-84M	$9M	$12M	$15M
Income Tax	$1M	$-1M	$-1M	$1M	$889.0K	$3M	$-11M	$3M	$2M	$896.0K	$3M	$-2M	$1M	$263.0K	$-117M	$208.0K
Net Income	$12M	$-324.0K	$1M	$11M	$12M	$12M	$15M	$22M	$15M	$22M	$22M	$25M	$-85M	$9M	$129M	$15M
EPS (Basic)	$0.19	$-0.01	$0.01	$0.18	$0.20	$0.21	$0.26	$0.39	$0.27	$0.39	$0.44	$0.44	$-1.61	$0.17	$2.59	$0.30
EPS (Diluted)	$0.18	$-0.01	$0.02	$0.17	$0.20	$0.20	$0.25	$0.36	$0.25	$0.37	$0.46	$0.42	$-1.61	$0.17	$2.02	$0.27
Shares (Basic)	61,064,000	60,414,000	·	60,077,000	59,076,000	57,753,000	·	56,410,000	56,277,000	55,968,000	·	55,352,000	52,861,000	50,559,000	·	49,887,000
Shares (Diluted)	66,782,000	60,414,000	·	60,950,000	60,237,000	60,234,000	·	62,654,000	62,535,000	60,764,000	·	59,636,000	52,861,000	59,856,000	·	65,151,000
EBITDA	$12M	$2M	·	$11M	$12M	$19M	·	$24M	$17M	$28M	·	$22M	$14M	$16M	·	$18M

Stato Patrimoniale 26

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	$214M	$180M	$163M	$193M	$189M	$175M	$146M	$163M	$174M	$174M	·	$156M	$181M	$141M	·	$169M
Receivables	$148M	$151M	$111M	$116M	$107M	$114M	$97M	$132M	$92M	$107M	·	$122M	$130M	$120M	·	$143M
Inventory	$292M	$282M	$275M	$263M	$259M	$254M	$247M	$242M	$245M	$243M	·	$252M	$244M	$226M	·	$188M
Prepaid Expense	$37M	$36M	$34M	$30M	$35M	$39M	$39M	$35M	$36M	$35M	·	$30M	$27M	$26M	·	$18M
Current Assets	$930M	$873M	$845M	$810M	$792M	$795M	$765M	$761M	$718M	$716M	·	$721M	$709M	$643M	·	$650M
PP&E (Net)	$110M	$108M	$109M	$109M	$111M	$114M	$114M	$113M	$113M	$115M	$118M	$118M	$112M	$113M	$107M	$108M
PP&E (Gross)	$331M	$324M	$321M	$318M	$316M	$315M	$311M	$307M	$304M	$302M	·	$299M	$291M	$288M	·	$280M
Accum. Depreciation	$221M	$217M	$212M	$208M	$205M	$202M	$197M	$195M	$190M	$187M	·	$180M	$179M	$175M	·	$172M
Goodwill	$215M	$215M	$215M	$215M	$215M	$215M	$215M	$215M	$215M	$215M	·	$215M	$215M	$215M	·	$182M
Intangibles	$4M	$5M	$6M	$6M	$7M	$8M	$9M	$39M	$40M	$42M	·	$46M	$48M	$50M	·	$26M
Other Non-current Assets	$7M	$4M	$4M	$4M	$4M	$3M	$3M	$3M	$3M	$3M	·	$3M	$3M	$3M	·	$3M
Total Assets	$1.41B	$1.35B	$1.33B	$1.29B	$1.27B	$1.28B	$1.25B	$1.27B	$1.24B	$1.23B	·	$1.25B	$1.23B	$1.17B	·	$997M
Accounts Payable	$57M	$60M	$55M	$44M	$50M	$58M	$44M	$50M	$47M	$54M	·	$63M	$63M	$62M	·	$51M
Current Liabilities	$237M	$207M	$178M	$151M	$155M	$179M	$192M	$215M	$204M	$234M	·	$268M	$282M	$267M	·	$260M
Capital Leases	$30M	$31M	$32M	$33M	$33M	$34M	$34M	$34M	$35M	$31M	·	$32M	$33M	$34M	·	$31M
Deferred Tax	$492.0K	$513.0K	$532.0K	$633.0K	$646.0K	$663.0K	$689.0K	$6M	$6M	$6M	·	$7M	$7M	$7M	·	$5M
Other Non-current Liabilities	$17M	$5M	$4M	$4M	$4M	$4M	$4M	$21M	$26M	$25M	·	$20M	$19M	$19M	·	$5M
Total Liabilities	$512M	$469M	$440M	$414M	$419M	$467M	$481M	$526M	$520M	$546M	·	$602M	$616M	$582M	·	$556M
Long-term Debt	$227M	$226M	$226M	$226M	$225M	$250M	$276M	$276M	$276M	$275M	·	$275M	$274M	$255M	·	$274M
Total Debt	$227M	$226M	·	$226M	$225M	$250M	·	$276M	$276M	$275M	·	$275M	$274M	$255M	·	$274M
Common Stock	$611.0K	$610.0K	$604.0K	$602.0K	$602.0K	$583.0K	$569.0K	$570.0K	$569.0K	$566.0K	·	$564.0K	$564.0K	$517.0K	·	$515.0K
Retained Earnings	$-412M	$-423M	$-423M	$-424M	$-435M	$-447M	$-458M	$-473M	$-495M	$-510M	·	$-554M	$-578M	$-493M	·	$-631M
AOCI	$1M	$1M	$2M	$2M	$2M	$2M	$2M	$2M	$1M	$1M	·	$1M	$1M	$1M	·	$219.0K
Stockholders' Equity	$903M	$884M	$886M	$876M	$856M	$812M	$771M	$747M	$715M	$688M	$672M	$644M	$613M	$586M	$578M	$441M
Liabilities + Equity	$1.41B	$1.35B	$1.33B	$1.29B	$1.27B	$1.28B	$1.25B	$1.27B	$1.24B	$1.23B	·	$1.25B	$1.23B	$1.17B	·	$997M
Shares Outstanding	61,129,116	61,032,453	60,388,539	60,159,113	60,160,634	58,291,513	56,827,915	56,778,136	56,773,294	56,637,473	·	56,336,738	56,337,933	51,692,973	·	51,420,150

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	$5M	$5M	$5M	$5M	$5M	$5M	$6M	$6M	$7M	$6M	$6M	$6M	$6M	$6M	$7M	$6M
Stock-based Comp	$9M	$9M	$9M	$9M	$10M	$9M	$9M	$9M	$9M	$8M	$6M	$7M	$8M	$7M	$6M	$6M
Deferred Tax	$107.0K	$-1M	$-3M	$-240.0K	$-900.0K	$2M	$-11M	$2M	$775.0K	$-842.0K	$-183.0K	$-3M	$587.0K	$191.0K	$-118M	$-25.0K
Amort. of Intangibles	$607.0K	$705.0K	$723.0K	$771.0K	$821.0K	$821.0K	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$3M	$3M
Other Non-cash	·	$-4M	·	·	·	$-8M	·	·	·	$-26M	·	·	·	$-8M	·	·
Operating Cash Flow	$51M	$8M	$25M	$16M	$9M	$20M	$28M	$18M	$8M	$9M	$29M	$7M	$11M	$14M	$33M	$47M
CapEx	$4M	$5M	$3M	$3M	$4M	$7M	$5M	$4M	$3M	$6M	$11M	$6M	$4M	$7M	$3M	$6M
Investing Cash Flow	$-15M	$18M	$-53M	$-12M	$10M	$15M	$-46M	$-30M	$-10M	$21M	$-26M	$-30M	$3M	$-762.0K	$-48M	$5M
Financing Cash Flow	$-2M	$-10M	$-1M	$820.0K	$-5M	$-5M	$-254.0K	$895.0K	$2M	$-15M	$-1M	$-2M	$25M	$-27M	$359.0K	$77.0K
Net Change in Cash	$35M	$16M	$-30M	$4M	$14M	$29M	$-18M	$-11M	$129.0K	$15M	$2M	$-24M	$40M	$-14M	$-14M	$52M
Taxes Paid	$171.0K	$714.0K	$17.0K	$476.0K	$1M	$-2M	$68.0K	$435.0K	$2M	$992.0K	$1M	$878.0K	$3M	$386.0K	$85.0K	$266.0K
Free Cash Flow	·	$3M	·	·	·	$13M	·	·	·	$3M	·	·	·	$7M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$855.1K	·	·	·	$4M	·	·

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	38.7%	35.3%	·	40.8%	41.4%	40.9%	·	42.9%	42.9%	43.2%	·	43.3%	41.8%	40.4%	·	40.7%
Operating Margin	6.1%	-1.7%	·	6.4%	7.4%	8.5%	·	13.2%	9.5%	12.6%	·	12.6%	8.5%	6.4%	·	10.2%
Net Margin	6.1%	-0.20%	·	6.4%	7.1%	7.1%	·	11.9%	8.5%	12.5%	·	13.9%	-52.8%	5.7%	·	8.8%
Pretax Margin	6.7%	-0.94%	·	7.2%	7.6%	9.0%	·	13.3%	9.7%	13.0%	·	12.7%	-52.0%	5.9%	·	8.9%
EBITDA Margin	6.1%	1.5%	·	6.4%	7.4%	11.5%	·	13.2%	9.5%	16.3%	·	12.6%	8.5%	10.5%	·	10.2%
ROA	0.88%	-0.02%	·	0.83%	0.93%	0.95%	·	1.7%	1.2%	1.8%	·	2.2%	-8.0%	0.84%	·	1.5%
ROE	1.4%	-0.04%	·	1.3%	1.5%	1.6%	·	3.2%	2.2%	3.4%	·	4.5%	-16.5%	1.8%	·	3.4%
ROIC	0.96%	-0.05%	·	0.85%	1.1%	1.1%	·	2.1%	1.5%	2.2%	·	2.6%	1.6%	1.1%	·	2.4%

Liquidità e Solvibilità 5

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	3.9	4.2	·	5.4	5.1	4.4	·	3.5	3.5	3.1	·	2.7	2.5	2.4	·	2.5
Quick Ratio	1.5	1.6	·	2.0	1.9	1.6	·	1.4	1.3	1.2	·	1.0	1.1	1.0	·	1.2
Debt / Equity	0.3	0.3	·	0.3	0.3	0.3	·	0.4	0.4	0.4	·	0.4	0.4	0.4	·	0.6
LT Debt / Equity	0.3	0.3	·	0.3	0.3	0.3	·	0.3	0.3	0.4	·	0.4	0.4	0.4	·	0.6
Interest Coverage	·	·	·	·	·	·	·	·	·	8.4	·	8.0	4.5	3.4	·	6.1

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	·	0.2	0.2	0.1	·	0.2
Inventory Turnover	0.4	0.4	·	0.4	0.4	0.4	·	0.4	0.4	0.4	·	0.5	0.4	0.5	·	0.6
Receivables Turnover	1.5	1.2	·	1.3	1.7	1.5	·	1.5	1.6	1.5	·	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	$14.77	$14.48	·	$14.56	$14.23	$13.93	·	$13.15	$12.59	$12.15	·	$11.44	$10.87	$11.33	·	$8.58
Revenue / Share	$2.90	$2.62	·	$2.72	$2.76	$2.78	·	$2.95	$2.81	$2.87	·	$2.97	$3.06	$2.56	·	$2.64
Cash Flow / Share	·	$0.13	·	·	·	$0.33	·	·	·	$0.15	·	·	·	$0.23	·	·
Cash / Share	$3.51	$2.94	·	$3.21	$3.14	$3.00	·	$2.87	$3.07	$3.07	·	$2.78	$3.20	$2.72	·	$3.29
EPS (TTM)	$0.36	$0.38	·	$0.82	$1.01	$1.06	·	$1.44	$1.50	$-0.36	·	$1.00	$0.85	$2.64	·	$0.84

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	$683M	$655M	·	$681M	$700M	$710M	·	$709M	$702M	$687M	·	$646M	$641M	$643M	·	$645M
Net Income TTM	$23M	$23M	·	$49M	$61M	$64M	·	$80M	$83M	$-17M	·	$77M	$67M	$162M	·	$46M
Market Cap	$4.63B	$2.07B	·	$1.83B	$1.22B	$1.17B	·	$1.88B	$2.65B	$1.99B	·	$1.58B	$1.45B	$1.09B	·	$942M
Enterprise Value	$4.65B	$2.11B	·	$1.86B	$1.26B	$1.25B	·	$1.99B	$2.75B	$2.09B	·	$1.70B	$1.54B	$1.21B	·	$1.05B
P/E	210.6	89.1	·	37.1	20.1	18.9	·	23.0	31.1	-97.7	·	28.1	30.2	8.0	·	21.8
P/S	6.8	3.2	·	2.7	1.7	1.6	·	2.7	3.8	2.9	·	2.5	2.3	1.7	·	1.5
P/B	5.1	2.3	·	2.1	1.4	1.4	·	2.5	3.7	2.9	·	2.5	2.4	1.9	·	2.1
P / Tangible Book	6.8	3.1	·	2.8	1.9	2.0	·	3.8	5.8	4.6	·	4.1	4.1	3.4	·	4.0
P / Cash Flow	·	260.4	·	·	·	58.5	·	·	·	212.8	·	·	·	78.5	·	·
EV / Revenue	6.8	3.2	·	2.7	1.8	1.8	·	2.8	3.9	3.0	·	2.6	2.4	1.9	·	1.6
Earnings Yield	0.47%	1.1%	·	2.7%	5.0%	5.3%	·	4.3%	3.2%	-1.0%	·	3.6%	3.3%	12.5%	·	4.6%

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	$664M	$717M	$666M	$646M	$583M
Margine Lordo %	40.0%	42.4%	42.8%	40.7%	41.5%
Margine Operativo %	5.4%	9.3%	10.5%	9.3%	9.7%
Utile netto	$35M	$74M	$-30M	$167M	$26M
EPS Diluito	$0.59	$1.23	$-0.56	$2.71	$0.49

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debito / Patrimonio Netto	0.3	0.4	0.4	0.5	0.5
Rapporto corrente	4.7	4.0	3.2	2.6	2.9
Quick Ratio	1.5	1.3	1.2	1.1	1.2

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$53M	$46M	$34M	$84M	$27M

Proprietari istituzionali (13F) 342 filer · $5.3B 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 342

Valore detenuto $5.3B

Nuove posizioni 110

Posizioni chiuse 25

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
110 (+56 vs trimestre precedente)	25 (+3 vs trimestre precedente)	101 (+24 vs trimestre precedente)	80 (+8 vs trimestre precedente)	+3.0M

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.	$728.127.019	9.605.897	13,84%	Azioni
FMR LLC	$686.817.582	9.060.918	13,05%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$357.498.572	4.716.340	6,79%	Azioni
NEUBERGER BERMAN GROUP LLC	$274.831.939	3.651.115	5,22%	Azioni
VANGUARD GROUP INC	$219.345.183	7.674.779	4,17%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$197.314.070	2.603.088	3,75%	Azioni
STATE STREET CORP	$196.343.148	2.590.279	3,73%	Azioni
PARADIGM CAPITAL MANAGEMENT INC/NY	$156.557.244	2.065.399	2,97%	Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$134.433.574	1.773.530	2,55%	Azioni
Fisher Asset Management, LLC	$127.955.661	1.688.069	2,43%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$125.116.954	1.650.315	2,38%	Azioni
DIMENSIONAL FUND ADVISORS LP	$124.118.076	1.637.725	2,36%	Azioni
FRANKLIN RESOURCES INC	$86.992.932	1.147.664	1,65%	Azioni
WESTWOOD HOLDINGS GROUP INC	$81.084.699	1.069.719	1,54%	Azioni
UBS Group AG	$79.416.569	1.047.712	1,51%	Azioni
TWO SIGMA INVESTMENTS, LP	$69.061.532	911.102	1,31%	Azioni
BARROW HANLEY MEWHINNEY & STRAUSS LLC	$65.835.938	868.548	1,25%	Azioni
NEEDHAM INVESTMENT MANAGEMENT LLC	$64.115.430	845.850	1,22%	Azioni
MILLENNIUM MANAGEMENT LLC	$58.079.400	766.219	1,10%	Azioni
NORTHERN TRUST CORP	$57.946.826	764.470	1,10%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$57.727.385	761.575	1,10%	Azioni
Davidson Kempner Capital Management LP	$56.850.000	750.000	1,08%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$49.803.784	657.042	0,95%	Azioni
GOLDMAN SACHS GROUP INC	$48.072.663	634.204	0,91%	Azioni
MORGAN STANLEY	$45.067.101	594.552	0,86%	Azioni
Bank of New York Mellon Corp	$42.341.399	558.594	0,80%	Azioni
MARSHALL WACE, LLP	$41.395.139	546.110	0,79%	Azioni
RAYMOND JAMES FINANCIAL INC	$36.954.698	487.529	0,70%	Azioni
First Eagle Investment Management, LLC	$35.160.058	463.853	0,67%	Azioni
CRAMER ROSENTHAL MCGLYNN LLC	$34.712.837	457.953	0,66%	Azioni
Boston Partners	$34.083.139	460.965	0,65%	Azioni
VANGUARD FIDUCIARY TRUST CO	$33.015.675	435.563	0,63%	Azioni
Portolan Capital Management, LLC	$30.444.236	401.639	0,58%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$27.697.320	365.400	0,53%	Opzione Put
FEDERATED HERMES, INC.	$24.273.130	320.226	0,46%	Azioni
Grantham, Mayo, Van Otterloo & Co. LLC	$24.153.367	318.646	0,46%	Azioni
WASATCH ADVISORS LP	$23.495.860	693.912	0,45%	Azioni
BANK OF AMERICA CORP /DE/	$23.301.224	307.404	0,44%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$22.609.852	298.283	0,43%	Azioni
Invesco Ltd.	$21.707.529	286.379	0,41%	Azioni
Magnetar Financial LLC	$21.026.086	277.389	0,40%	Azioni
ROYCE & ASSOCIATES LP	$19.622.043	258.866	0,37%	Azioni
Nishkama Capital, LLC	$18.833.571	248.464	0,36%	Azioni
Nuveen, LLC	$18.745.795	247.306	0,36%	Azioni
SILVERCREST ASSET MANAGEMENT GROUP LLC	$18.202.081	240.133	0,35%	Azioni
Atreides Management, LP	$18.034.260	237.919	0,34%	Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$17.938.601	236.657	0,34%	Azioni
Robeco Schweiz AG	$17.434.000	230.000	0,33%	Azioni
ExodusPoint Capital Management, LP	$16.562.906	218.508	0,31%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$16.084.836	212.201	0,31%	Azioni

Mostra tutti i 342 proprietari istituzionali →

Attivisti e proprietari del 5%+ 5 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
Veeco Instruments Inc.*	13 Marzo 2017	·	Deposito iniziale	M&A / vendita	SEC
Veeco Instruments Inc.	10 Febbraio 2003	·	Deposito iniziale	M&A / vendita	SEC
FEI Company, an Oregon corporation	03 Febbraio 2003	·	Deposito iniziale	·	SEC
Persona segnalante non divulgata	22 Luglio 2002	·	Deposito iniziale	M&A / vendita	SEC
FEI Company.	22 Luglio 2002	·	Deposito iniziale	M&A / vendita	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 39 insider · 16 dirigenti · 15 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
William John Miller	CEO	17 Agosto 2026 S	169.570	9	$-22.830.911
Shubham Maheshwari	EVP, CFO & COO	16 Dicembre 2019 F	143.500	0	$0
David D. Glass	EVP & CFO	21 Febbraio 2014 S	4.534	0	$0
John F Rein JR	Exec. VP & CFO	01 Dicembre 2009 M	58.496	0	$0
Don R Kania	President and COO	04 Agosto 2006 M	20.438	0	$0
Susan Wilkerson	SVP, GLOBAL SALES & SERVICE	11 Giugno 2026 S	27.468	3	$-4.334.389
Adrian Devasahayam	SVP - PRODUCT LINE DEVELOPMENT	09 Giugno 2026 S	85.115	2	$-984.369
Peter Porshnev	Chief Technology Officer	10 Marzo 2026 M	195.059	0	$0
Peter Collingwood	SVP WW Sales & Field Service	04 Settembre 2014 M	7.842	0	$0
Robert P Oates	EVP Data Storage	09 Giugno 2011 A	23.913	0	$0
Mark Robert Munch	EVP, M&I	07 Ottobre 2010 F	28.109	0	$0
William A. Tomeo	EVP WW Sales & Service	15 Ottobre 2008 F	41.880	0	$0
John K Bulman	Sr. VP, WW Sales	08 Giugno 2007 A	14.196	0	$0
Benjamin Geklim Loh	EVP Global Field Operations	06 Dicembre 2006 A	27.000	0	$0
Jeannine P Sargent	EVP Metrology/ Mktg/Bus Dev	31 Ottobre 2006 F	32.690	0	$0
Marlin A Braun	Sr VP/GM, Compd Semicndtr.	15 Settembre 2004 S	17.972	0	$0
Gordon Hunter	Direttore	09 Giugno 2026 S	11.236	5	$-4.899.465
Richard A Damore	Direttore	14 Maggio 2026 S	112.594	1	$-2.653.088
Peter J Simone	Direttore	13 Maggio 2022 A	52.664	0	$0
John R Peeler	Direttore	06 Febbraio 2020 M	473.841	0	$0
Roger D Mcdaniel	Direttore	29 Maggio 2015 S	19.443	0	$0
Susan Wang	Direttore	14 Maggio 2015 A	3.854	0	$0
Edward H Braun	Direttore	14 Maggio 2015 A	19.602	0	$0
Joel A Elftmann	Direttore	25 Luglio 2011 S	22.549	0	$0
Thomas Gutierrez	Direttore	20 Maggio 2011 A	3.251	0	$0
Heinz K Fridrich	Direttore	03 Maggio 2010 M	13.503	0	$0
Irwin H Pfister	Direttore	12 Febbraio 2010 M	8.503	0	$0
Douglas A Kingsley	Direttore	29 Aprile 2009 J	25.000	0	$0
Paul R Low	Direttore	07 Maggio 2007 A	10.000	0	$0
Walter J Scherr	Direttore	11 Maggio 2004 A	·	0	$0
Mary Jane Raymond	·	13 Agosto 2026 G	25.967	0	$0
John P Kiernan	·	10 Agosto 2026 S	68.802	5	$-1.786.596
Thomas St Dennis	·	11 Maggio 2026 S	61.697	1	$-86.702
Sujeet Chand	·	08 Maggio 2026 A	33.079	0	$0
Lena Nicolaides	·	08 Maggio 2026 A	25.472	0	$0
Kathleen A Bayless	·	08 Maggio 2026 A	71.580	0	$0
Keith D Jackson	·	08 Maggio 2026 A	86.154	0	$0
Anthony L Martinez	·	30 Giugno 2005 A	5.545	0	$0
Paul E Colombo	·	23 Maggio 2005 S	2.981.830	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 …	1,34%	135.178 SH	02 Ottobre 2026	Giornaliero
FFSM · FIDELITY COVINGTON TRUST	0,38%	113.951 NS	31 Luglio 2026	N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS	0,27%	64.390 SH	19 Agosto 2026	Giornaliero
VIOG · VANGUARD ADMIRAL FUNDS	0,26%	37.051 SH	19 Agosto 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,25%	213.368 SH	19 Agosto 2026	Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS	0,24%	63.459 SH	19 Agosto 2026	Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust …	0,21%	9.121 SH	02 Ottobre 2026	Giornaliero
IWO · iShares Trust	0,17%	566.380 SH	11 Settembre 2026	Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust	0,14%	70.506 SH	02 Ottobre 2026	Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS	0,14%	346.466 SH	19 Agosto 2026	Giornaliero
FSMD · FIDELITY COVINGTON TRUST	0,13%	67.243 NS	31 Luglio 2026	N-PORT
NUSC · Nushares ETF Trust	0,13%	34.303 NS	31 Luglio 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,12%	768.942 SH	19 Agosto 2026	Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,12%	16.170 NS	31 Luglio 2026	N-PORT
SMDX · Tidal Trust III	0,12%	2.998 NS	31 Luglio 2026	N-PORT
RSSL · Global X Funds	0,10%	28.817 NS	31 Luglio 2026	N-PORT
ESML · iShares Trust	0,10%	61.431 SH	11 Settembre 2026	Giornaliero
IWM · iShares Trust	0,09%	1.542.399 SH	11 Settembre 2026	Giornaliero
VGT · VANGUARD WORLD FUND	0,07%	1.505.666 SH	19 Agosto 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,07%	211.456 NS	31 Luglio 2026	N-PORT
DFAT · Dimensional ETF Trust	0,06%	183.652 NS	31 Luglio 2026	N-PORT
RWJ · Invesco Exchange-Traded Fund Trust …	0,05%	19.352 SH	02 Ottobre 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,05%	700.358 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,05%	1.330.071 SH	19 Agosto 2026	Giornaliero
FTEC · FIDELITY COVINGTON TRUST	0,05%	189.170 NS	31 Luglio 2026	N-PORT
ISCG · iShares Trust	0,04%	9.477 SH	11 Settembre 2026	Giornaliero
WSML · iShares Trust	0,02%	3.509 SH	11 Settembre 2026	Giornaliero
DCOR · Dimensional ETF Trust	0,02%	10.061 NS	31 Luglio 2026	N-PORT
DFAC · Dimensional ETF Trust	0,01%	135.789 NS	31 Luglio 2026	N-PORT
IGM · iShares Trust	0,01%	29.570 SH	11 Settembre 2026	Giornaliero
DFSU · Dimensional ETF Trust	0,01%	5.578 NS	31 Luglio 2026	N-PORT
EBIT · Harbor ETF Trust	0,01%	25 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,01%	1.842.220 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,01%	4.873 SH	19 Agosto 2026	Giornaliero
DFUV · Dimensional ETF Trust	0,01%	17.523 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,01%	13.208 NS	31 Luglio 2026	N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe…	0,01%	248 SH	02 Ottobre 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,00%	17.348 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,00%	82.472 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,00%	15.622 SH	10 Settembre 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,00%	379 NS	31 Luglio 2026	N-PORT
TILT · FlexShares Trust	0,00%	1.368 NS	31 Luglio 2026	N-PORT
IJR · iShares Trust	·	3.725.112 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	294.514 SH	09 Settembre 2026	Giornaliero
IJS · iShares Trust	·	266.533 SH	08 Settembre 2026	Giornaliero
XJR · iShares Trust	·	8.459 SH	01 Settembre 2026	Giornaliero
ISCB · iShares Trust	·	2.709 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	6.710 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	103.038 SH	11 Settembre 2026	Giornaliero

VECO 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 $63.00 +11,9%

3 30,0% Acquisto forte

3 30,0% Compra

4 40,0% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

3 analisti · 2026-10-03

Target medio $61.33 +8,9%

Ora Prezzo attuale $56.31

Basso$55.00 Media$61.33 Alto$66.00

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
VECO	$1.73B	48.4	-7.4%	5.3%	4.1%	40.0%
FORM	$4.51B	84.1	2.8%	6.9%	5.4%	39.3%
ACMR	·	28.8	15.2%	10.4%	7.9%	44.4%
AXTI	$905M	-33.4	-11.1%	-24.1%	-9.1%	12.7%
ACLS	$2.47B	21.1	-17.6%	14.3%	11.7%	44.9%
ENPH	$4.20B	24.8	10.7%	11.7%	17.9%	46.6%
AEHR	$3.00B	-401.4	-15.2%	-14.2%	-4.1%	35.3%
COHU	$1.17B	-14.8	12.7%	-16.4%	-9.2%	·
UCTT	$1.18B	-6.5	-2.1%	-8.8%	-22.9%	15.7%
ICHR	$653M	-12.3	11.6%	-5.6%	-7.8%	9.3%
PDFS	$1.13B	-1426.5	22.0%	-0.29%	-0.24%	72.3%

Ultime notizie Notizie recenti che menzionano questa società

23

Veeco Instruments Inc. (VECO) È un Buon Azionista da Comprare Ora? Yahoo Finance · 4 mesi, 2 settimane fa

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

25

BOUNCE_UP Scaduto Nov 18

rischio 1 premio 1,50

ingresso $27.64 R:R 1,50

Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.

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

26

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VECO Veeco Instruments Inc. - Common Stock

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

VECO 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

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) 342 filer · $5.3B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 5 partecipazioni

Insider aziendali 39 insider · 16 dirigenti · 15 direttori

Proprietà ETF Posseduti da 49 ETF

VECO 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

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

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