WGO Winnebago Industries, Inc. Common Stock
NYSE · Automobiles · Visualizza su SEC EDGAR ↗ chiudi Ott 2, 2026 10-K/10-Q Giu 25, 2026WGO Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
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| Data ex-dividendo | Split | Tipo |
|---|---|---|
| 08 Marzo 2004 | 2-for-1 | Avanti |
Informazioni su Winnebago Industries, Inc. Common Stock Panoramica della società da Wikipedia
Winnebago Industries, Inc. is an American manufacturer of motorhomes, a type of recreational vehicle (RV). In 2018, the company expanded into motorboat manufacturing with the acquisition of Chris-Craft Corporation. Winnebago has also manufactured light-to-medium utility vehicles as well as other products.
The company is named after Winnebago County, Iowa, where it was founded. The county is named after the Native American tribe who have historically lived in the area. During the 1970s and 1980s, Winnebago Industries used Native American history and traditions in naming their products, for example "Chieftain" and "Brave". They also used Native American iconography and patterns in their designs and period advertisements.
Corporate history
The company was founded by Forest City, Iowa businessman John K. Hanson in February 1958. At the time, the town, located in Winnebago County, Iowa, was undergoing an economic downturn, so Hanson and a group of community leaders convinced a California firm, Modernistic Industries, to open a travel trailer factory in a bid to revive the local economy.
Surviving a rough beginning, the entire operation was purchased by five Midwesterners, with Hanson serving as president. In 1960, the name of the company was changed to Winnebago Industries. To improve quality, Winnebago Industries manufactured furniture and other components designed specifically for its travel trailers. One such innovation was the "Thermo-Panel", a strong, lightweight sidewall that was a characteristic of Winnebago products.
In 1966, the first motorhome rolled off the Winnebago Industries assembly lines. These motorhomes were sold at a price approximately half of what was being charged for competitors' models, which led to its ubiquity and popularity in the RV community. The brand name has become synonymous with "motorhome" and is commonly used as a generic trademark for such vehicles, whether they were produced by the company or not.
In March 2015, Winnebago announced that it was opening a production center to employ 70 in Waverly, Iowa, due to labor shortage issues in the Forest City area. The company now employs about 2,400 workers in Forest City, 200 in Charles City and 60 in Lake Mills, plus additional employees in Middlebury, Indiana.
In 2016 when CEO Mike Happe was brought in, Winnebago Industries established their management offices in Eden Prairie, Minnesota. In 2021 the company announced it would be relocating its corporate headquarters from Forest City, Iowa to the Eden Prairie location effective December 1, but that the company's manufacturing presence would be maintained in Forest City.
In 2019, Winnebago Industries acquired luxury RV maker Newmar.
In July 2021, Winnebago Industries announced it would purchase Barletta Pontoon Boats, a privately held maker of pontoon boats, for over $300 million.
Australia (1982–2015)
In July 2012, a Justice of the Federal Court of Australia determined that a Sydney businessman, Bruce Binns, had "intentionally hijacked" the well-known American brand "in a bold attempt to preempt Winnebago's opening its doors here". Versions of Winnebago models were manufactured in Australia by Binns's Knott Investments, using a logo which bore a striking resemblance to Winnebago's U.S. logo, from about 1982. In 1992, Winnebago and Binns signed a settlement for him to stop passing off his products as those of Winnebago, yet he continued to do so. In 1997 he registered Winnebago as a trademark in Australia. The court ordered the cancellation of this Winnebago trademark in Australia.
On appeal in 2013, Chief Justice Allsop found that "...Knott and Mr Binns had from the outset deliberately sought to obtain some connection with Winnebago and take advantage of any reputation Winnebago may have had in Australia as at 1978. However, the fact that Knott had manufactured and sold RVs under the Winnebago name in Australia for 32 years, 25 years of which was with the knowledge of Winnebago, was an unusual situation which could not be overlooked". Accordingly, Allsop held that it was appropriate that Knott be permitted to continue to use the Winnebago name and logos, provided the distinction between its business and Winnebago's was made clear.
As a result of the case, a disclaimer was required to be made clear on any vehicles made by Knott in the future, and on any advertising and promotional material. Further, all future consumers of Australian Winnebago/Avida products are required to sign a disclaimer declaring they have been made aware that they are not purchasing a United States Winnebago product. The disclaimer reads "These vehicles were not manufactured by, or by anyone having any association with, Winnebago of the United States."
In 2014, Avida RV announced they would reintroduce the Winnebago name and logo to their premium range of RV products. This announcement came just one month before Winnebago Industries announced they were entering the Australian market for the first time. Binns is currently opposing the registration of the Winnebago trademark in Australia, despite having been refused permission to hold the trademark himself.
Products
In 1973, the company introduced a new model, the Minnie Winnie, built on the Dodge B-series van chassis. It was about 19-1/2 feet (5.9 m) long (despite the name, longer than the shortest contemporary Brave model). Longer models were added through the years. This model continued (using Chevrolet or Ford chassis after 1980) to be built into the 21st century. As fuel prices went up over time, the company continued to make smaller models available, such as the "Winnie Wagon" with a low profile and pop-top.
In the early 1970s, Orlando Helicopter Airways developed a novel RV conversion of the Sikorsky S-55 helicopter, the Heli-Camper, featuring a built-in mini-kitchen and sleeping accommodations for four. Later in that decade, Orlando developed an enhanced version based on the larger Sikorsky S-58, and participated in a joint effort with Winnebago Industries to market both aircraft as the Winnebago Heli-Home. The S-58 version featured a larger kitchenette, sleeping accommodations for six, a minibar, and an entertainment system; optional floats were offered for amphibious operations. The aircraft were featured in several American popular magazines and reportedly drew large crowds at RV shows and dealerships, but their high purchase price and prodigious fuel consumption together with rising 1970s fuel prices resulted in very limited sales; production is not well documented, but is estimated at only six or seven of the S-55 and S-58 versions combined.
In the 1980s and 1990s, Winnebago also manufactured light- and medium-duty utility vehicles using techniques and knowledge derived from motorhome production. Their "Route Van" was an aluminum-bodied step-through van with front-wheel drive. Engines were Cummins 4BTA diesel four-cylinders producing between 105 and 120 hp (78 and 89 kW). Model codes were W650, W750, W850, and W950 depending on weight rating.
The company also developed a line of smaller units slightly larger than a passenger van, built using various bodies and powerplants from two European automobile and truck manufacturers. The LeSharo was based on the Renault Trafic van with a 2.2 L 4-cylinder motor, and the "Rialta" had a Volkswagen Transporter (T4) (a.k.a. "EuroVan") cab, the 2.5-liter five-cylinder motor, 2.8-liter VR6 with 140 BHP or 2.8 V6 engine with 201 BHP. Distinct from the "Rialta", Volkswagen contracted to have the camper conversions of the T4 be done by Winnebago Industries, a radical departure from using the Germany-based Westfalia company that had become famous for building the VW Type 2 campmobile models from the 1950s through 1991. This tradition continues today with Winnebago's use of the Mercedes-Benz Sprinter and Fiat Ducato chassis.
Cultural significance
The Winnebago and other motorhomes occupy a central place in American road culture, according to former English professor James B. Twitchell. When assembled together in a circle, the vehicles can be reminiscent of the covered wagons of the Old West. Choices of camping ground can vary from the slickly corporate Kampgrounds of America to the anarchistic Slab City, California.
In politics
German politician Guido Westerwelle (FDP) used a Winnebago Elanté 37 painted in the FDP colours yellow and blue and called "Guidomobil" during his campaign for the 2002 German federal election.
In pop culture
Murdoc Niccals, bassist for the British band Gorillaz, once lived in a Winnebago in Essex. The band temporarily all lived in the vehicle after their studio and living quarters collapsed. Niccals' Winnebago appeared in the music videos for DARE and Strange Timez.
In the 1979-86 CBS TV medical drama series and MAS*H spin-off, Trapper John, M.D., the character Dr. George Alonzo "Gonzo" Gates played by Gregory Harrison lived in a Winnebago nicknamed, "The Titanic" in the parking lot of the fictional San Francisco Memorial Hospital until about halfway through its final season when his character suffered a stroke, and he left the show.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
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?
| Metrica | Tendenza 5 anni | WGO | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 19.3media 5 anni ≈47.6 | ≈47.6 | · | · | |
| P/S (TTM) | 0.5media 5 anni ≈0.8 | ≈0.8 | · | · | |
| P/B (MRQ) | 1.1media 5 anni ≈2.2 | ≈2.2 | · | · | |
| EV / EBITDA | 14.7media 5 anni ≈17.8 | ≈17.8 | · | · | |
| Prezzo / FCF (TTM) | 7.5media 5 anni ≈19.5 | ≈19.5 | · | · | |
| Prezzo / Flusso di cassa (TTM) | 6.6media 5 anni ≈13.8 | ≈13.8 | · | · | |
| EV / Revenue (EV / Ricavi) | 0.6media 5 anni ≈0.9 | ≈0.9 | · | · | |
| EV / FCF | 19.3media 5 anni ≈21.9 | ≈21.9 | · | · | |
| Prezzo / Valore contabile tangibile (MRQ) | 1.7media 5 anni ≈9.1 | ≈9.1 | · | · |
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 | Tendenza 5 anni | WGO | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 13.0%media 5 anni ≈15.8% | ≈15.8% | · | · | |
| Margine Operativo (TTM) | 2.4%media 5 anni ≈6.4% | ≈6.4% | · | · | |
| Margine EBITDA (TTM) | 4.5%media 5 anni ≈7.0% | ≈7.0% | · | · | |
| Margine ante imposte (TTM) | 1.6%media 5 anni ≈5.2% | ≈5.2% | · | · | |
| Margine di Profitto Netto (TTM) | 1.4%media 5 anni ≈3.9% | ≈3.9% | · | · | |
| ROA (TTM) | 1.8%media 5 anni ≈7.0% | ≈7.0% | · | · | |
| ROE (TTM) | 3.1%media 5 anni ≈12.5% | ≈12.5% | · | · | |
| ROIC | 2.8%media 5 anni ≈10.2% | ≈10.2% | · | · |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | WGO | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto (MRQ) | 0.4media 5 anni ≈0.5 | ≈0.5 | · | · | |
| Rapporto corrente (MRQ) | 2.4media 5 anni ≈2.4 | ≈2.4 | · | · | |
| Quick Ratio | 1.1media 5 anni ≈1.2 | ≈1.2 | · | · | |
| Debito a lungo termine / Patrimonio netto (MRQ) | 0.4media 5 anni ≈0.5 | ≈0.5 | · | · |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | WGO | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | -5.9%media 5 anni ≈-3.4% | ≈-3.4% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | -17.4%media 5 anni ≈-3.3% | ≈-3.3% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 3.5% | · | · | · | |
| EPS YoY | 106.8%media 5 anni ≈2.4% | ≈2.4% | · | · | |
| Net Income YoY (Utile Netto YoY) | 97.7%media 5 anni ≈-0.61% | ≈-0.61% | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | -57.5%media 5 anni ≈-23.2% | ≈-23.2% | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 anni) | -13.1% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | -59.6%media 5 anni ≈-23.9% | ≈-23.9% | · | · | |
| Net Income CAGR 5Y (CAGR Utile Netto 5 anni) | -16.0% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | WGO | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 1.3media 5 anni ≈1.5 | ≈1.5 | · | · | |
| Inventory Turnover (Rotazione delle scorte) | 5.8media 5 anni ≈6.6 | ≈6.6 | · | · | |
| Receivables Turnover (Rotazione dei crediti) | 14.9media 5 anni ≈16.7 | ≈16.7 | · | · | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$528.0K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo | Valuta | Rendimento |
|---|---|---|---|
| Set 9, 2026 | $0,36 | USD | ≈4.9% |
| Giu 10, 2026 | $0,35 | USD | ≈5.1% |
| Apr 15, 2026 | $0,35 | USD | ≈4.4% |
| Gen 14, 2026 | $0,35 | USD | ≈3.0% |
| Set 10, 2025 | $0,35 | USD | ≈4.0% |
| Giu 11, 2025 | $0,34 | USD | ≈4.1% |
| Apr 16, 2025 | $0,34 | USD | ≈4.5% |
| Gen 15, 2025 | $0,34 | USD | ≈2.7% |
| Set 11, 2024 | $0,34 | USD | ≈2.3% |
| Giu 12, 2024 | $0,31 | USD | ≈2.1% |
| Apr 9, 2024 | $0,31 | USD | ≈1.7% |
| Gen 11, 2024 | $0,31 | USD | ≈1.7% |
| Set 12, 2023 | $0,31 | USD | ≈1.8% |
| Giu 13, 2023 | $0,27 | USD | ≈1.6% |
| Apr 11, 2023 | $0,27 | USD | ≈1.7% |
| Gen 10, 2023 | $0,27 | USD | ≈1.5% |
| Set 13, 2022 | $0,27 | USD | ≈1.4% |
| Giu 7, 2022 | $0,18 | USD | ≈1.5% |
| Apr 12, 2022 | $0,18 | USD | ≈1.2% |
| Gen 11, 2022 | $0,18 | USD | ≈0.81% |
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | $0.66 | $0.77 | -13.9% | |
| 31 Marzo 2026 | $0.27 | $0.24 | 11.9% | |
| 31 Dicembre 2025 | $0.38 | $0.13 | 184.0% | |
| 30 Settembre 2025 | $0.71 | $0.54 | 32.2% | |
| 30 Giugno 2025 | $0.81 | $0.80 | 1.2% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.80B | $2.97B | $3.49B | $4.96B | $3.63B | $2.36B | $1.99B | $2.02B | $1.55B | $975M | $977M | $945M | |
| Cost of Revenue | $2.43B | $2.54B | $2.90B | $4.03B | $2.98B | $2.04B | $1.68B | $1.72B | $1.32B | $863M | $872M | $841M | |
| Gross Profit | $365M | $434M | $586M | $929M | $650M | $313M | $307M | $300M | $223M | $113M | $105M | $104M | |
| R&D Expense | · | · | · | · | · | · | · | · | · | $4M | $4M | $4M | |
| SG&A Expense | $286M | $280M | $268M | $316M | $229M | $177M | $142M | $130M | $98M | $33M | $30M | $22M | |
| Operating Expenses | $308M | $333M | $285M | $346M | $243M | $199M | $152M | $139M | $97M | $47M | $45M | $40M | |
| Operating Income | $57M | $100M | $301M | $584M | $407M | $114M | $155M | $160M | $125M | $66M | $59M | $64M | |
| Interest Expense | · | · | $20M | $41M | $40M | $37M | $18M | $18M | $17M | $0 | $0 | · | |
| Other Non-op | $800.0K | $-8M | $-1M | $-28M | $500.0K | $974.0K | $2M | $494.0K | $330.0K | $457.0K | $115.0K | $768.0K | |
| Pretax Income | $30M | $38M | $279M | $515M | $368M | $77M | $139M | $143M | $109M | $66M | $60M | $65M | |
| Income Tax | $4M | $25M | $63M | $124M | $86M | $16M | $27M | $40M | $37M | $21M | $18M | $20M | |
| Net Income | $26M | $13M | $216M | $391M | $282M | $61M | $112M | $102M | $71M | $45M | $41M | $45M | |
| EPS (Basic) | $0.91 | $0.44 | $7.12 | $12.03 | $8.41 | $1.85 | $3.55 | $3.24 | $2.33 | $1.69 | $1.53 | $1.64 | |
| EPS (Diluted) | $0.91 | $0.44 | $6.23 | $11.84 | $8.28 | $1.84 | $3.52 | $3.22 | $2.32 | $1.68 | $1.52 | $1.64 | |
| Shares (Basic) | 28,200,000 | 29,200,000 | 30,300,000 | 32,500,000 | 33,500,000 | 33,236,000 | 31,536,000 | 31,596,000 | 30,648,000 | 26,925,000 | 26,941,000 | 27,430,000 | |
| Shares (Diluted) | 28,300,000 | 29,500,000 | 35,400,000 | 33,000,000 | 34,100,000 | 33,454,000 | 31,721,000 | 31,814,000 | 30,766,000 | 27,033,000 | 27,051,000 | 27,545,000 | |
| EBITDA | $118M | $100M | $301M | $583M | $407M | $114M | $155M | $160M | $125M | $71M | $64M | $68M |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $174M | $331M | $310M | $282M | $435M | $293M | $37M | $2M | $36M | $86M | $70M | $58M | |
| Receivables | $192M | $184M | $178M | $254M | $254M | $221M | $158M | $165M | $125M | $66M | $67M | $70M | |
| Inventory | $396M | $439M | $471M | $526M | $341M | $183M | $201M | $195M | $142M | $123M | $112M | $113M | |
| Prepaid Expense | $30M | $36M | $38M | $32M | $29M | $17M | $14M | $10M | $11M | $6M | $7M | $6M | |
| Current Assets | $792M | $989M | $997M | $1.09B | $1.06B | $714M | $411M | $372M | $314M | $281M | $266M | $272M | |
| PP&E (Net) | $333M | $339M | $327M | $276M | $191M | $175M | $128M | $101M | $72M | $56M | $37M | $25M | |
| PP&E (Gross) | $590M | $570M | $530M | $455M | $352M | $327M | $267M | $239M | $205M | $186M | $166M | $152M | |
| Accum. Depreciation | $257M | $231M | $203M | $179M | $161M | $152M | $140M | $138M | $133M | $130M | $129M | $126M | |
| Goodwill | $484M | $484M | $514M | $484M | $348M | $348M | $275M | $274M | $243M | $1M | $1M | $1M | |
| Intangibles | $457M | $479M | $502M | $472M | $390M | $405M | $256M | $266M | $228M | $0 | · | · | |
| Other Non-current Assets | $19M | $17M | $20M | $20M | $17M | $15M | $8M | $10M | $5M | $8M | $9M | $11M | |
| Total Assets | $2.15B | $2.38B | $2.43B | $2.42B | $2.06B | $1.71B | $1.10B | $1.05B | $903M | $391M | $362M | $358M | |
| Accounts Payable | $129M | $145M | $147M | $218M | $180M | $132M | $82M | $81M | $79M | $44M | $33M | $33M | |
| Accrued Liabilities | $23M | $21M | $48M | $48M | $20M | $24M | $14M | $11M | $7M | $6M | $6M | $7M | |
| Current Liabilities | $327M | $405M | $396M | $522M | $407M | $300M | $198M | $204M | $167M | $93M | $82M | $100M | |
| Capital Leases | $39M | $46M | $42M | $40M | $27M | $27M | $0 | · | · | · | · | · | |
| Deferred Tax | $6M | $3M | $12M | $6M | $13M | $16M | $12M | $4M | $0 | · | · | · | |
| Other Non-current Liabilities | $7M | $8M | $8M | $25M | $14M | $13M | $372.0K | $250.0K | $1M | $0 | · | · | |
| Total Liabilities | $930M | $1.11B | $1.06B | $1.15B | $1.01B | $886M | · | · | · | · | · | · | |
| Long-term Debt | $540M | $637M | $592M | $546M | $529M | $513M | $254M | $291M | $275M | $0 | · | · | |
| Total Debt | $540M | $696M | $592M | $546M | $529M | $513M | $254M | $291M | $275M | · | · | · | |
| Paid-in Capital | $203M | $194M | $198M | $256M | $218M | $204M | $91M | $86M | $80M | $33M | $32M | $32M | |
| Retained Earnings | $1.71B | $1.72B | $1.75B | $1.54B | $1.17B | $914M | $867M | $769M | $679M | $621M | $586M | $554M | |
| Treasury Stock | $714M | $670M | $603M | $556M | $360M | $315M | $351M | $347M | $343M | $422M | $421M | $418M | |
| AOCI | $-400.0K | $-400.0K | $-400.0K | $-500.0K | $-491.0K | $-526.0K | $-491.0K | $892.0K | $-1M | $11M | $-2M | $-2M | |
| Stockholders' Equity | $1.22B | $1.27B | $1.37B | $1.26B | $1.06B | $828M | $632M | $534M | $442M | $268M | $221M | $193M | |
| Liabilities + Equity | $2.15B | $2.38B | $2.43B | $2.42B | $2.06B | $1.71B | $1.10B | $1.05B | $903M | $391M | $362M | $358M | |
| Shares Outstanding | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,776,000 | 51,776,000 | 51,776,000 | 51,776,000 | 51,776,000 | 51,776,000 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $61M | $59M | $47M | · | · | · | · | · | · | $6M | $5M | $4M | |
| Stock-based Comp | $16M | $15M | $11M | $17M | $15M | $6M | $7M | $7M | $3M | $3M | $3M | $3M | |
| Deferred Tax | $3M | $8M | $16M | $-7M | $-2M | $-879.0K | $8M | $6M | $8M | $2M | $215.0K | $-48.0K | |
| Amort. of Intangibles | $22M | $23M | $18M | $29M | $14M | $22M | $10M | $9M | $25M | $0 | $0 | $0 | |
| Other Non-cash | $24M | · | · | · | · | · | · | · | · | $-4M | $-4M | $-29M | |
| Operating Cash Flow | $129M | $144M | $294M | $401M | $237M | $270M | $134M | $83M | $97M | $53M | $45M | $23M | |
| CapEx | $39M | $45M | $83M | $88M | $45M | $32M | $41M | $29M | $14M | $25M | $17M | $10M | |
| Investing Cash Flow | $-35M | $-46M | $-170M | $-316M | $-33M | $-293M | $-39M | $-112M | $-405M | $-23M | $-17M | $-5M | |
| Stock Repurchased | $54M | $74M | $55M | $214M | $48M | $2M | $8M | $6M | $2M | $3M | $7M | $26M | |
| Net Stock Activity | $-54M | $-74M | $-55M | $-214M | $-48M | $-2M | $-8M | $-6M | $-2M | $-3M | $-7M | $-26M | |
| Dividends Paid | $39M | $37M | $33M | $24M | $16M | $15M | $14M | $13M | $13M | $11M | $10M | $0 | |
| Financing Cash Flow | $-251M | $-77M | $-97M | $-237M | $-62M | $278M | $-60M | $-5M | $259M | $-14M | $-16M | $-24M | |
| Net Change in Cash | $-157M | $21M | $28M | $-152M | $142M | $255M | $35M | $-34M | $-50M | $15M | $12M | $-6M | |
| Taxes Paid | $2M | $14M | $58M | $140M | $89M | $4M | $37M | $26M | $21M | $18M | $18M | $14M | |
| Free Cash Flow | $90M | $99M | $211M | $313M | $192M | $238M | $93M | $55M | $83M | $28M | $29M | $13M | |
| Levered FCF | · | · | $195M | $281M | $161M | $208M | $78M | $42M | $72M | · | · | · |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 13.1% | 14.6% | 16.8% | 18.8% | 17.9% | 13.3% | 15.5% | 14.9% | 14.4% | 11.6% | 10.7% | 11.0% | |
| Operating Margin | 2.0% | 3.4% | 8.6% | 11.8% | 11.2% | 4.8% | 7.8% | 8.0% | 8.1% | 6.7% | 6.1% | 6.8% | |
| Net Margin | 0.92% | 0.44% | 6.2% | 7.9% | 7.8% | 2.6% | 5.6% | 5.1% | 4.6% | 4.7% | 4.2% | 4.8% | |
| Pretax Margin | 1.1% | 1.3% | 8.0% | 10.4% | 10.1% | 3.3% | 7.0% | 7.1% | 7.0% | 6.8% | 6.1% | 6.8% | |
| EBITDA Margin | 4.2% | 3.4% | 8.6% | 11.8% | 11.2% | 4.8% | 7.8% | 8.0% | 8.1% | 7.3% | 6.6% | 7.2% | |
| ROA | 1.1% | 0.54% | 8.9% | 17.4% | 14.9% | 4.3% | 10.4% | 10.5% | 8.0% | 11.8% | 11.4% | 13.5% | |
| ROE | 2.1% | 1.0% | 15.8% | 30.9% | 27.3% | 7.6% | 18.1% | 21.0% | 16.6% | 18.6% | 19.9% | 24.8% | |
| ROIC | 2.8% | 1.7% | 11.9% | 24.5% | 19.7% | 6.8% | 14.1% | 13.9% | 11.5% | 16.8% | 18.6% | 23.1% |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 2.4 | 2.5 | 2.1 | 2.6 | 2.4 | 2.1 | 1.8 | 1.9 | 3.0 | 3.3 | 2.7 | |
| Quick Ratio | 1.1 | 1.3 | 1.2 | 1.0 | 1.7 | 1.7 | 1.0 | 0.8 | 1.0 | 1.6 | 1.7 | 1.3 | |
| Debt / Equity | 0.4 | 0.5 | 0.4 | 0.4 | 0.5 | 0.6 | 0.4 | 0.5 | 0.6 | · | · | · | |
| LT Debt / Equity | 0.4 | 0.5 | 0.4 | 0.4 | 0.5 | 0.6 | 0.4 | 0.5 | 0.6 | · | · | · | |
| Interest Coverage | · | · | 14.7 | 14.1 | 10.1 | 3.0 | 8.7 | 8.8 | 7.4 | · | · | · |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.2 | 1.4 | 2.2 | 1.9 | 1.7 | 1.8 | 2.1 | 1.7 | 2.5 | 2.7 | 2.8 | |
| Inventory Turnover | 5.8 | 5.6 | 5.8 | 9.3 | 11.4 | 10.6 | 8.5 | 10.2 | 10.0 | 7.4 | 7.7 | 7.5 | |
| Receivables Turnover | 14.9 | 16.4 | 16.1 | 19.5 | 15.3 | 12.4 | 12.3 | 14.0 | 16.2 | 14.7 | 14.3 | 19.1 |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $23.64 | $24.58 | $26.41 | $24.39 | $20.41 | $15.98 | $12.21 | $10.32 | $8.53 | · | · | · | |
| Revenue / Share | $98.88 | $100.80 | $98.61 | $150.30 | $106.58 | $70.41 | $62.60 | $63.39 | $50.29 | $36.08 | $36.10 | $34.31 | |
| Cash Flow / Share | $4.55 | $4.88 | $8.32 | $12.15 | $6.97 | $8.08 | $4.22 | $2.62 | $3.16 | $1.95 | $1.67 | $0.84 | |
| Cash / Share | $3.36 | $6.39 | $5.98 | $5.45 | $8.39 | $5.65 | $0.72 | $0.05 | $0.69 | · | · | · | |
| Dividend / Share | $1.37 | $1.27 | $1.12 | $0.81 | $0.66 | $0.45 | $0.43 | $0.40 | $0.40 | · | · | · | |
| Dividend Paid / Share | · | · | · | · | · | · | · | $0.40 | $0.40 | $0.40 | $0.36 | $0.00 | |
| EPS (TTM) | $0.91 | $0.44 | $6.23 | $11.84 | $8.28 | $1.84 | $3.52 | $3.22 | $2.32 | $1.68 | $1.52 | $1.64 |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -5.9% | -14.8% | -29.6% | 36.6% | 54.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -17.4% | -6.4% | 14.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 106.8% | -92.9% | -47.4% | 43.0% | 350.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -57.5% | -62.4% | 50.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -13.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 97.7% | -94.0% | -44.7% | 38.6% | 358.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -59.6% | -64.1% | 52.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -16.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 21.7% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.80B | $2.97B | $3.49B | $4.96B | $3.63B | $2.36B | $1.99B | $2.02B | $1.55B | $975M | $977M | $945M | |
| Net Income TTM | $26M | $13M | $216M | $391M | $282M | $61M | $112M | $102M | $71M | $45M | $41M | $45M | |
| Market Cap | $1.86B | $3.09B | $3.30B | $3.17B | $3.79B | $3.02B | $1.66B | $1.93B | $1.79B | · | · | · | |
| Enterprise Value | $2.23B | $3.46B | $3.58B | $3.43B | $3.88B | $3.24B | $1.87B | $2.22B | $2.03B | · | · | · | |
| P/E | 39.5 | 135.6 | 10.2 | 5.2 | 8.8 | 31.7 | 9.1 | 11.6 | 14.9 | 14.2 | 13.4 | 15.1 | |
| P/S | 0.7 | 1.0 | 0.9 | 0.6 | 1.0 | 1.3 | 0.8 | 1.0 | 1.2 | · | · | · | |
| P/B | 1.5 | 2.4 | 2.4 | 2.5 | 3.6 | 3.7 | 2.6 | 3.6 | 4.1 | · | · | · | |
| P / Tangible Book | 6.6 | 10.0 | 9.4 | 10.3 | 11.9 | 40.5 | · | · | · | · | · | · | |
| P / Cash Flow | 14.5 | 21.5 | 11.2 | 7.9 | 16.0 | 11.2 | 12.4 | 23.2 | 18.4 | · | · | · | |
| P / FCF | 20.8 | 31.2 | 15.6 | 10.1 | 19.7 | 12.7 | 17.8 | 35.3 | 21.5 | · | · | · | |
| EV / EBITDA | 18.9 | 34.5 | 11.9 | 5.9 | 9.5 | 28.5 | 12.1 | 13.8 | 16.2 | · | · | · | |
| EV / FCF | 24.9 | 34.9 | 16.9 | 11.0 | 20.2 | 13.6 | 20.2 | 40.6 | 24.4 | · | · | · | |
| EV / Revenue | 0.8 | 1.2 | 1.0 | 0.7 | 1.1 | 1.4 | 0.9 | 1.1 | 1.3 | · | · | · | |
| Dividend Yield | 2.1% | 1.2% | 1.0% | 0.75% | 0.43% | 0.48% | 0.82% | 0.66% | 0.71% | · | · | · | |
| Earnings Yield | 2.5% | 0.74% | 9.8% | 19.3% | 11.3% | 3.1% | 11.0% | 8.6% | 6.7% | 7.0% | 7.4% | 6.6% | |
| Payout Ratio | 151.4% | 283.1% | 15.4% | 6.1% | 5.7% | 23.7% | 12.2% | 12.4% | 17.9% | 23.9% | 23.7% | · | |
| Annual Payout | $39M | $37M | $33M | $24M | $16M | $15M | $14M | $13M | $13M | $11M | $10M | $0 |
Conto Economico
| Metrica | Tendenza | 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 | $699M | $657M | $703M | $777M | $775M | $620M | $626M | $721M | $786M | $704M | $763M | $771M | $901M | $867M | $952M | $1.18B | |
| Cost of Revenue | $604M | $572M | $614M | $678M | $669M | $537M | $549M | $627M | $668M | $598M | $647M | $644M | $749M | $720M | $792M | $969M | |
| Gross Profit | $95M | $86M | $89M | $99M | $106M | $83M | $77M | $94M | $118M | $105M | $116M | $128M | $151M | $147M | $160M | $210M | |
| SG&A Expense | $66M | $68M | $70M | $74M | $70M | $70M | $72M | $76M | $69M | $64M | $71M | $64M | $66M | $66M | $71M | $82M | |
| Operating Expenses | $72M | $74M | $75M | $79M | $76M | $75M | $78M | $112M | $75M | $70M | $77M | $70M | $71M | $70M | $74M | $87M | |
| Operating Income | $23M | $12M | $14M | $20M | $30M | $8M | $-900.0K | $-18M | $44M | $35M | $39M | $58M | $80M | $77M | $86M | $124M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $5M | $4M | · | $5M | $5M | $6M | · | |
| Other Non-op | $0 | $200.0K | $100.0K | $-200.0K | $400.0K | $600.0K | $0 | $-2M | $-2M | $-3M | $-600.0K | $1M | $-200.0K | $-2M | $-300.0K | $-3M | |
| Pretax Income | $18M | $5M | $8M | $13M | $24M | $-400.0K | $-7M | $-26M | $36M | $-6M | $34M | $55M | $75M | $70M | $80M | $110M | |
| Income Tax | $4M | $600.0K | $3M | $-400.0K | $6M | $0 | $-2M | $3M | $6M | $7M | $9M | $11M | $16M | $17M | $20M | $28M | |
| Net Income | $14M | $5M | $6M | $14M | $18M | $-400.0K | $-5M | $-29M | $29M | $-13M | $26M | $44M | $59M | $53M | $60M | $83M | |
| EPS (Basic) | $0.51 | $0.17 | $0.19 | $0.48 | $0.63 | $-0.02 | $-0.18 | $-0.99 | $0.99 | $-0.43 | $0.87 | $1.46 | $1.95 | $1.73 | $1.98 | $2.67 | |
| EPS (Diluted) | $0.51 | $0.17 | $0.19 | $0.49 | $0.62 | $-0.02 | $-0.18 | $-0.87 | $0.96 | $-0.43 | $0.78 | $1.27 | $1.71 | $1.52 | $1.73 | $2.68 | |
| Shares (Basic) | 28,300,000 | 28,200,000 | 28,200,000 | · | 28,000,000 | 28,100,000 | 28,600,000 | · | 29,200,000 | 29,200,000 | 29,600,000 | · | 30,400,000 | 30,500,000 | 30,400,000 | · | |
| Shares (Diluted) | 28,400,000 | 28,500,000 | 28,300,000 | · | 28,400,000 | 28,100,000 | 28,600,000 | · | 30,400,000 | 29,200,000 | 34,700,000 | · | 35,400,000 | 35,500,000 | 35,500,000 | · | |
| EBITDA | $38M | $27M | $29M | · | $30M | $8M | $-900.0K | · | $44M | $35M | $39M | · | $80M | $77M | $86M | · |
Stato Patrimoniale
| Metrica | Tendenza | 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 | $57M | $47M | $182M | $174M | $10M | $116M | $262M | $331M | $318M | $266M | $220M | · | $226M | $229M | $272M | · | |
| Receivables | $186M | $223M | $149M | $192M | $243M | $202M | $171M | $184M | $199M | $234M | $188M | · | $205M | $281M | $203M | · | |
| Inventory | $435M | $408M | $415M | $396M | $478M | $460M | $436M | $439M | $442M | $466M | $494M | · | $518M | $540M | $553M | · | |
| Prepaid Expense | $33M | $37M | $32M | $30M | $28M | $35M | $39M | $36M | $25M | $36M | $33M | · | $23M | $38M | $26M | · | |
| Current Assets | $711M | $715M | $778M | $792M | $759M | $812M | $908M | $989M | $984M | $1.00B | $935M | · | $972M | $1.09B | $1.05B | · | |
| PP&E (Net) | $320M | $322M | $328M | $333M | $336M | $337M | $338M | $339M | $336M | $334M | $331M | · | $320M | $310M | $295M | · | |
| PP&E (Gross) | $593M | $592M | $594M | $590M | $592M | $584M | $576M | $570M | $561M | $552M | $542M | · | $518M | $502M | $480M | · | |
| Accum. Depreciation | $273M | $270M | $266M | $257M | $256M | $247M | $238M | $231M | $225M | $218M | $210M | · | $198M | $191M | $185M | · | |
| Goodwill | $484M | $484M | $484M | $484M | $484M | $484M | $484M | $484M | $514M | $514M | $514M | $514M | $514M | $484M | $484M | $484M | |
| Intangibles | $441M | $446M | $452M | $457M | $462M | $468M | $473M | $479M | $485M | $491M | $496M | · | $508M | $465M | $469M | · | |
| Other Non-current Assets | $17M | $18M | $18M | $19M | $19M | $18M | $18M | $17M | $19M | $20M | $21M | · | $19M | $19M | $20M | · | |
| Total Assets | $2.04B | $2.05B | $2.13B | $2.15B | $2.13B | $2.19B | $2.30B | $2.38B | $2.42B | $2.43B | $2.37B | $2.43B | $2.41B | $2.45B | $2.39B | · | |
| Accounts Payable | $114M | $137M | $110M | $129M | $129M | $144M | $114M | $145M | $134M | $138M | $123M | · | $133M | $165M | $133M | · | |
| Accrued Liabilities | $23M | $24M | $24M | $23M | $22M | $22M | $20M | $21M | $20M | $41M | $38M | · | · | · | · | · | |
| Current Liabilities | $300M | $311M | $290M | $327M | $315M | $374M | $352M | $405M | $402M | $353M | $347M | · | $397M | $435M | $436M | · | |
| Capital Leases | $34M | $36M | $38M | $39M | $41M | $43M | $45M | $46M | $47M | $39M | $40M | · | $42M | $42M | $40M | · | |
| Deferred Tax | $11M | $11M | $10M | $6M | $2M | $3M | $4M | $3M | $0 | $0 | $13M | · | $0 | $0 | $0 | · | |
| Other Non-current Liabilities | $6M | $6M | $11M | $7M | $13M | $13M | $14M | $8M | $8M | $8M | $8M | · | $7M | $26M | $25M | · | |
| Total Liabilities | $804M | $816M | $894M | $930M | $917M | $978M | $1.06B | $1.11B | $1.11B | $1.11B | $1.01B | · | $1.05B | $1.11B | $1.11B | · | |
| Long-term Debt | $443M | $442M | $541M | $540M | $540M | $539M | $638M | $637M | $636M | $695M | $593M | · | $592M | $591M | $590M | · | |
| Total Debt | $443M | $442M | $541M | · | $540M | · | $697M | · | $695M | $695M | $593M | · | $592M | $591M | $590M | · | |
| Paid-in Capital | $213M | $208M | $203M | $203M | $200M | $199M | $194M | $194M | $191M | $188M | $196M | · | $196M | $194M | $191M | · | |
| Retained Earnings | $1.70B | $1.71B | $1.72B | $1.71B | $1.71B | $1.71B | $1.72B | $1.72B | $1.76B | $1.75B | $1.77B | · | $1.71B | $1.67B | $1.63B | · | |
| Treasury Stock | $709M | $709M | $710M | $714M | $716M | $716M | $698M | $670M | $660M | $641M | $642M | · | $573M | $553M | $555M | · | |
| AOCI | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | $-400.0K | · | $-400.0K | $-400.0K | $-500.0K | · | |
| Stockholders' Equity | $1.23B | $1.24B | $1.23B | $1.22B | $1.22B | $1.22B | $1.24B | $1.27B | $1.32B | $1.32B | $1.35B | $1.37B | $1.36B | $1.34B | $1.29B | $1.26B | |
| Liabilities + Equity | $2.04B | $2.05B | $2.13B | $2.15B | $2.13B | $2.19B | $2.30B | $2.38B | $2.42B | $2.43B | $2.37B | · | $2.41B | $2.45B | $2.39B | · | |
| Shares Outstanding | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 | 51,800,000 |
Flusso di cassa
| Metrica | Tendenza | 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 | $15M | $15M | $15M | $15M | $15M | $15M | $15M | · | · | · | · | · | · | · | · | · | |
| Stock-based Comp | $5M | $6M | $5M | $4M | $1M | $5M | $6M | $3M | $3M | $4M | $5M | $3M | $2M | $4M | $3M | $5M | |
| Deferred Tax | $100.0K | $2M | $4M | $4M | $-400.0K | $-1M | $800.0K | $12M | $-6M | $900.0K | $1M | $20M | $-2M | $-2M | $1M | $-2M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $4M | $4M | $4M | $5M | |
| Other Non-cash | · | · | $-4M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $26M | $-25M | $25M | $181M | $-25M | $-10M | $-17M | $41M | $99M | $25M | $-21M | $138M | $140M | $-13M | $30M | $155M | |
| CapEx | $7M | $4M | $6M | $10M | $11M | $8M | $10M | $11M | $11M | $11M | $12M | $15M | $19M | $22M | $28M | $25M | |
| Investing Cash Flow | $-6M | $-300.0K | $-6M | $-9M | $-10M | $-7M | $-8M | $-10M | $-11M | $-11M | $-15M | $-16M | $-106M | $-22M | $-27M | $-24M | |
| Stock Repurchased | $0 | $0 | $2M | $100.0K | $0 | $20M | $34M | $10M | $20M | $0 | $44M | $30M | $20M | $400.0K | $4M | $80M | |
| Net Stock Activity | · | · | $-2M | · | · | · | $-34M | · | · | · | $-44M | · | · | · | $-4M | · | |
| Dividends Paid | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $9M | $9M | $9M | $10M | $8M | $8M | $8M | $8M | $6M | |
| Financing Cash Flow | $-10M | $-109M | $-12M | $-9M | $-69M | $-129M | $-44M | $-18M | $-36M | $32M | $-54M | $-38M | $-37M | $-8M | $-13M | $-87M | |
| Net Change in Cash | $10M | $-134M | $8M | $164M | $-105M | $-147M | $-68M | $13M | $52M | $46M | $-90M | $84M | $-3M | $-42M | $-10M | $44M | |
| Taxes Paid | $700.0K | $2M | $-100.0K | $200.0K | $700.0K | $2M | $-100.0K | $2M | $2M | $11M | $0 | $3M | $13M | $43M | $-1M | $42M | |
| Free Cash Flow | · | · | $20M | · | · | · | $-27M | · | · | · | $-33M | · | · | · | $2M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $-36M | · | · | · | $-2M | · |
Redditività
| Metrica | Tendenza | 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 | 13.6% | 13.0% | 12.7% | · | 13.7% | 13.4% | 12.3% | · | 15.0% | 15.0% | 15.2% | · | 16.8% | 16.9% | 16.9% | · | |
| Operating Margin | 3.3% | 1.8% | 2.0% | · | 3.9% | 1.3% | -0.14% | · | 5.5% | 5.0% | 5.1% | · | 8.9% | 8.9% | 9.0% | · | |
| Net Margin | 2.1% | 0.73% | 0.78% | · | 2.3% | -0.06% | -0.83% | · | 3.7% | -1.8% | 3.4% | · | 6.6% | 6.1% | 6.3% | · | |
| Pretax Margin | 2.6% | 0.82% | 1.2% | · | 3.1% | -0.06% | -1.1% | · | 4.5% | -0.80% | 4.5% | · | 8.3% | 8.0% | 8.4% | · | |
| EBITDA Margin | 5.4% | 4.1% | 4.1% | · | 3.9% | 1.3% | -0.14% | · | 5.5% | 5.0% | 5.1% | · | 8.9% | 8.9% | 9.0% | · | |
| ROA | 0.70% | 0.23% | 0.25% | · | 0.77% | · | -0.22% | · | 1.2% | -0.52% | 1.1% | · | 2.4% | 2.2% | 2.6% | · | |
| ROE | 1.2% | 0.39% | 0.44% | · | 1.4% | · | -0.40% | · | 2.2% | -0.95% | 1.9% | · | 4.5% | 4.2% | 4.9% | · | |
| ROIC | 1.1% | 0.63% | 0.51% | · | 1.3% | · | -0.04% | · | 1.8% | 4.0% | 1.5% | · | 3.2% | 3.0% | 3.5% | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | 2.7 | · | 2.4 | · | 2.6 | · | 2.4 | 2.8 | 2.7 | · | 2.4 | 2.5 | 2.4 | · | |
| Quick Ratio | 0.8 | 0.9 | 1.1 | · | 0.8 | · | 1.2 | · | 1.3 | 1.4 | 1.2 | · | 1.1 | 1.2 | 1.1 | · | |
| Debt / Equity | 0.4 | 0.4 | 0.4 | · | 0.4 | · | 0.6 | · | 0.5 | 0.5 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | |
| LT Debt / Equity | 0.4 | 0.4 | 0.4 | · | 0.4 | · | 0.5 | · | 0.5 | 0.5 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 6.7 | 9.5 | · | 15.5 | 14.5 | 14.6 | · |
Efficienza
| Metrica | Tendenza | 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 | · | 0.4 | 0.4 | 0.4 | · | |
| Inventory Turnover | 1.3 | 1.3 | 1.4 | · | 1.5 | · | 1.2 | · | 1.4 | 1.2 | 1.2 | · | 1.5 | 1.4 | 1.6 | · | |
| Receivables Turnover | 3.3 | 3.1 | 4.4 | · | 3.5 | · | 3.5 | · | 3.9 | 2.7 | 3.9 | · | 3.1 | 2.6 | 4.1 | · |
Per Azione
| Metrica | Tendenza | 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 | $23.83 | $23.84 | $23.81 | · | $23.47 | · | $23.94 | · | $25.45 | $25.57 | $26.14 | · | $26.28 | $25.82 | $24.88 | · | |
| Revenue / Share | $24.60 | $23.07 | $24.83 | · | $27.29 | $22.07 | $21.87 | · | $25.86 | $24.10 | $21.99 | · | $25.45 | $24.41 | $26.82 | · | |
| Cash Flow / Share | · | · | $0.90 | · | · | · | $-0.58 | · | · | · | $-0.62 | · | · | · | $0.84 | · | |
| Cash / Share | $1.10 | $0.92 | $3.51 | · | $0.20 | · | $5.07 | · | $6.14 | $5.13 | $4.24 | · | $4.36 | $4.43 | $5.25 | · | |
| Dividend / Share | $0.70 | $0.35 | · | $0.35 | $0.68 | $0.34 | · | $0.34 | $0.62 | $0.31 | · | $0.31 | $0.54 | $0.27 | · | $0.27 | |
| EPS (TTM) | $1.36 | $1.47 | $1.28 | · | · | · | $-0.52 | · | $2.58 | $3.33 | $5.28 | · | $7.64 | $9.50 | $10.67 | · |
Valutazione (TTM)
| Metrica | Tendenza | 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 | $2.84B | $2.91B | $2.88B | · | · | · | $2.84B | · | $3.02B | $3.14B | $3.30B | · | $3.90B | $4.46B | $4.75B | · | |
| Net Income TTM | $38M | $42M | $36M | · | · | · | $-18M | · | $86M | $116M | $182M | · | $255M | $313M | $351M | · | |
| Market Cap | $1.54B | $2.07B | $1.87B | · | $1.76B | · | $3.03B | · | $3.10B | $3.65B | $3.48B | · | $3.01B | $3.31B | $3.06B | · | |
| Enterprise Value | $1.92B | $2.46B | $2.23B | · | $2.29B | · | $3.47B | · | $3.48B | $4.08B | $3.85B | · | $3.37B | $3.68B | $3.38B | · | |
| P/E | 21.8 | 27.1 | 28.3 | · | · | · | -112.6 | · | 23.2 | 21.2 | 12.7 | · | 7.6 | 6.7 | 5.5 | · | |
| P/S | 0.5 | 0.7 | 0.7 | · | · | · | 1.1 | · | 1.0 | 1.2 | 1.1 | · | 0.8 | 0.7 | 0.6 | · | |
| P/B | 1.2 | 1.7 | 1.5 | · | 1.4 | · | 2.4 | · | 2.4 | 2.8 | 2.6 | · | 2.2 | 2.5 | 2.4 | · | |
| P / Tangible Book | 5.0 | 6.8 | 6.3 | · | 6.5 | · | 10.7 | · | 9.7 | 11.4 | 10.1 | · | 8.9 | 8.5 | 9.1 | · | |
| P / Cash Flow | · | · | 73.8 | · | · | · | -181.6 | · | · | · | -162.4 | · | · | · | 102.4 | · | |
| EV / Revenue | 0.7 | 0.8 | 0.8 | · | · | · | 1.2 | · | 1.2 | 1.3 | 1.2 | · | 0.9 | 0.8 | 0.7 | · | |
| Dividend Yield | 2.6% | 1.9% | 2.1% | · | 2.2% | · | 1.2% | · | 1.2% | 0.96% | 0.99% | · | 1.0% | 0.86% | 0.86% | · | |
| Earnings Yield | 4.6% | 3.7% | 3.5% | · | · | · | -0.89% | · | 4.3% | 4.7% | 7.9% | · | 13.2% | 14.8% | 18.1% | · | |
| Payout Ratio | · | · | 187.3% | · | · | · | -196.2% | · | · | · | 37.2% | · | · | · | 14.1% | · | |
| Annual Payout | $40M | $39M | $39M | · | $38M | $38M | $37M | · | $36M | $35M | $34M | · | $31M | $29M | $26M | · |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-08-30 | 2024-11-30 | 2024-08-31 | 2023-08-26 | 2022-08-27 |
|---|---|---|---|---|---|
| Ricavi | $2.80B | · | $2.97B | $3.49B | $4.96B |
| Margine Lordo % | 13.1% | · | 14.6% | 16.8% | 18.8% |
| Margine Operativo % | 2.0% | · | 3.4% | 8.6% | 11.8% |
| Utile netto | $26M | · | $13M | $216M | $391M |
| EPS Diluito | $0.91 | · | $0.44 | $6.23 | $11.84 |
| Metrica | 2025-08-30 | 2024-11-30 | 2024-08-31 | 2023-08-26 | 2022-08-27 |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 0.4 | · | 0.5 | 0.4 | 0.4 |
| Rapporto corrente | 2.4 | · | 2.4 | 2.5 | 2.1 |
| Quick Ratio | 1.1 | · | 1.3 | 1.2 | 1.0 |
| Metrica | 2025-08-30 | 2024-11-30 | 2024-08-31 | 2023-08-26 | 2022-08-27 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $90M | · | $99M | $211M | $313M |
Proprietari istituzionali (13F) 259 filer · $1.1B totale · Aggiornato al 30 Settembre 2026
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.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 44 (-10 vs trimestre precedente) | 53 (+11 vs trimestre precedente) | 81 (+1 vs trimestre precedente) | 84 (-2 vs trimestre precedente) | +1.5M |
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. | $152.160.781 | 4.870.704 | 14,44% | Azioni |
| VANGUARD GROUP INC | $80.644.404 | 1.990.237 | 7,65% | Azioni |
| PZENA INVESTMENT MANAGEMENT LLC | $53.405.748 | 1.709.531 | 5,07% | Azioni |
| Maple Rock Capital Partners Inc. | $48.710.376 | 1.559.231 | 4,62% | Azioni |
| COOKE & BIELER LP | $39.882.952 | 1.276.663 | 3,79% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $37.350.107 | 1.195.586 | 3,55% | Azioni |
| STATE STREET CORP | $34.727.571 | 1.111.638 | 3,30% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $32.929.016 | 1.054.042 | 3,13% | Azioni |
| Capital World Investors | $27.325.222 | 874.687 | 2,59% | Azioni |
| DEPRINCE RACE & ZOLLO INC | $24.114.718 | 771.918 | 2,29% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.766.869 | 728.773 | 2,16% | Azioni |
| MORGAN STANLEY | $22.718.252 | 727.215 | 2,16% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $22.639.177 | 724.502 | 2,15% | Azioni |
| BANK OF MONTREAL /CAN/ | $20.902.403 | 669.091 | 1,98% | Azioni |
| GOLDMAN SACHS GROUP INC | $20.779.997 | 665.173 | 1,97% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $20.448.798 | 654.571 | 1,94% | Azioni |
| Portman Square Capital LLP | $18.178.556 | 581.900 | 1,73% | Opzione Call |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $16.916.679 | 541.507 | 1,61% | Azioni |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.195.550 | 454.403 | 1,35% | Azioni |
| Qube Research & Technologies Ltd | $10.984.234 | 351.608 | 1,04% | Azioni |
| JPMORGAN CHASE & CO | $10.628.640 | 337.203 | 1,01% | Azioni |
| NORTHERN TRUST CORP | $10.387.956 | 332.521 | 0,99% | Azioni |
| GENDELL JEFFREY L | $10.045.660 | 321.564 | 0,95% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $9.925.508 | 320.281 | 0,94% | Azioni |
| Trexquant Investment LP | $9.654.503 | 309.043 | 0,92% | Azioni |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $9.544.757 | 305.530 | 0,91% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $8.566.758 | 274.224 | 0,81% | Azioni |
| UBS Group AG | $8.109.966 | 259.602 | 0,77% | Azioni |
| Invesco Ltd. | $7.951.329 | 254.524 | 0,75% | Azioni |
| Nuveen, LLC | $6.966.271 | 222.992 | 0,66% | Azioni |
| GAMCO INVESTORS, INC. ET AL | $6.841.560 | 219.000 | 0,65% | Azioni |
| Allianz Asset Management GmbH | $6.747.965 | 216.004 | 0,64% | Azioni |
| Parallax Volatility Advisers, L.P. | $6.248.000 | 200.000 | 0,59% | Opzione Put |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.916.637 | 189.393 | 0,56% | Azioni |
| Bank of New York Mellon Corp | $5.880.627 | 188.240 | 0,56% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $5.802.705 | 185.746 | 0,55% | Azioni |
| Jump Financial, LLC | $5.655.346 | 181.029 | 0,54% | Azioni |
| Russell Investments Group, Ltd. | $5.609.789 | 179.571 | 0,53% | Azioni |
| PANAGORA ASSET MANAGEMENT INC | $5.542.101 | 177.404 | 0,53% | Azioni |
| De Lisle Partners LLP | $5.387.714 | 172.411 | 0,51% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $5.373.374 | 172.003 | 0,51% | Azioni |
| NORGES BANK | $5.348.288 | 171.200 | 0,51% | Azioni |
| FIRST TRUST ADVISORS LP | $4.898.494 | 156.802 | 0,46% | Azioni |
| Caption Management, LLC | $4.823.456 | 154.400 | 0,46% | Opzione Call |
| LHM, INC. | $4.801.807 | 153.707 | 0,46% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $4.398.748 | 140.805 | 0,42% | Azioni |
| Empowered Funds, LLC | $4.363.134 | 139.665 | 0,41% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $4.267.290 | 136.597 | 0,41% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.186.160 | 134.000 | 0,40% | Opzione Call |
| RWWM, INC. | $4.053.598 | 129.757 | 0,38% | Azioni |
Attivisti e proprietari del 5%+ 56 partecipazioni
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 |
|---|---|---|---|---|---|
| Punch Card Capital, LP, Punch Card Capital, LLC, Punch Card Management, LP, Punch Card GP, LLC, Norbert H. Lou ×3 depositi | 29 Aprile 2020 | · | Deposito iniziale | · | SEC |
| Donald J. Clark ×2 depositi | 15 Novembre 2017 | · | Deposito iniziale | · | SEC |
| Ronald J. Fenech ×2 depositi | 15 Novembre 2017 | · | Deposito iniziale | · | SEC |
| William C. Fenech ×2 depositi | 15 Novembre 2017 | · | Deposito iniziale | · | SEC |
| Summit Partners, L.P. (2), Summit Partners GE VIII, LLC (2), Summit Partners GE VIII, L.P. (2), Summit Partners Growth Equity Fund VIII-A, L.P. (2), Summit Partners Growth Equity Fund VIII-B, L.P. (2), SP GE VIII-B GD RV Holdings, L.P. (2), Summit Master Company, LLC (2), Summit Partners Entrepreneur Advisors GP, LLC (2), Summit Partners Entrepreneur Advisors Fund I, L.P. (2), Summit Investors Management, LLC (2), Summit Investors I, LLC (2), Summit Investors I (UK), L.P. (2) ×2 depositi | 11 Aprile 2017 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 13 Novembre 2006 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 09 Novembre 2006 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 09 Novembre 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 07 Ottobre 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 01 Ottobre 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 23 Settembre 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 21 Settembre 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 14 Settembre 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 09 Settembre 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 24 Agosto 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 20 Agosto 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 13 Agosto 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 02 Agosto 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 29 Luglio 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 27 Luglio 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 24 Giugno 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 22 Giugno 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 17 Giugno 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 26 Aprile 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 22 Aprile 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 14 Aprile 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 08 Aprile 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 06 Aprile 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 02 Aprile 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 31 Marzo 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 29 Marzo 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 22 Marzo 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 15 Marzo 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 12 Marzo 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 09 Marzo 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 08 Marzo 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 13 Febbraio 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 28 Gennaio 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 26 Gennaio 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 21 Gennaio 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 15 Gennaio 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 13 Gennaio 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 06 Gennaio 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 31 Dicembre 2003 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 24 Dicembre 2003 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 19 Dicembre 2003 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 11 Dicembre 2003 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 10 Dicembre 2003 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 03 Dicembre 2003 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 26 Novembre 2003 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 14 Novembre 2003 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 10 Novembre 2003 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 10 Novembre 2003 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 26 Aprile 2002 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 20 Novembre 2001 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 12 Febbraio 2001 | · | 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 55 insider · 25 dirigenti · 25 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Randy J Potts | Chrmn, CEO & President | 14 Agosto 2015 F | 69.869 | 0 | 0 | $0 |
| Bruce D Hertzke | Chrmn & CEO | 01 Maggio 2008 M | 94.878 | 0 | 0 | $0 |
| Bryan L Hughes | SVP & CHIEF FINANCIAL OFFICER | 15 Ottobre 2025 F | 84.020 | 0 | 0 | $0 |
| Sarah N Nielsen | VP and Chief Financial Officer | 27 Giugno 2017 F | 55.334 | 0 | 0 | $0 |
| Casey J Tubman | GROUP PRESIDENT | 15 Ottobre 2025 F | 29.293 | 0 | 0 | $0 |
| Christopher David West | President, Winnebago Motorhome | 15 Ottobre 2025 F | 39.588 | 0 | 0 | $0 |
| Donald Jeff Clark | GROUP PRESIDENT | 11 Ottobre 2025 F | 452.626 | 0 | 0 | $0 |
| Huw Bower | PRESIDENT, WINNEBAGO OUTDOORS | 13 Ottobre 2023 F | 43.449 | 0 | 0 | $0 |
| Brian Daniel Hazelton | President - Newmar | 15 Ottobre 2021 F | 29.538 | 0 | 0 | $0 |
| Edwin F Barker | President | 01 Maggio 2007 A | 40.659 | 0 | 0 | $0 |
| Bret A Woodson | SVP-CHRO | 19 Agosto 2026 M | 31.373 | 0 | 2 | $-118.028 |
| Stacy L Bogart | SVP-Chief Legal Officer | 15 Ottobre 2025 F | 58.262 | 0 | 0 | $0 |
| Ashis Nayan Bhattacharya | SVP-BUSINESS DEVELOPMENT | 15 Ottobre 2024 A | 32.732 | 0 | 0 | $0 |
| Matthew L. Miller | VP, WGO, President, Newmar | 27 Gennaio 2021 S | 449.735 | 0 | 0 | $0 |
| Steven Scott Degnan | VP-General Manager of Towables | 28 Gennaio 2020 S | 32.905 | 0 | 0 | $0 |
| Jeff David Kubacki | VP - Chief Information Officer | 14 Novembre 2019 F | 8.721 | 0 | 0 | $0 |
| Scott C Folkers | VP-General Counsel & Secretary | 13 Dicembre 2017 F | 36.565 | 0 | 0 | $0 |
| Steven R Dummett | VP-Product Development | 16 Ottobre 2016 F | 19.541 | 0 | 0 | $0 |
| Daryl Wayne Krieger | VP-Manufacturing | 16 Ottobre 2016 F | 42.910 | 0 | 0 | $0 |
| Donald L Heidemann | Treasurer | 16 Ottobre 2016 F | 30.891 | 0 | 0 | $0 |
| William J Oleary | VP-Product Development | 09 Gennaio 2015 F | 24.673 | 0 | 0 | $0 |
| Raymond M Beebe | VP-General Counsel & Secretary | 23 Marzo 2012 F | 14.459 | 0 | 0 | $0 |
| Roger William Martin | VP-Sales and Marketing | 23 Marzo 2011 A | 18.751 | 0 | 0 | $0 |
| Brian J Hrubes | Controller | 23 Marzo 2011 A | 7.385 | 0 | 0 | $0 |
| Joseph L Soczek JR | Treasurer | 29 Gennaio 2007 M | 1.500 | 0 | 0 | $0 |
| Michael E Pack | Direttore | 28 Agosto 2026 A | 6.873 | 0 | 0 | $0 |
| Emily Rosalie Silver | Direttore | 01 Maggio 2026 A | 1.553 | 0 | 0 | $0 |
| David W Miles | Direttore | 27 Febbraio 2026 A | 32.909 | 0 | 0 | $0 |
| William C. Fisher | Direttore | 13 Novembre 2025 G | 36.145 | 0 | 0 | $0 |
| Staci L Kroon | Direttore | 14 Ottobre 2025 A | 9.991 | 0 | 0 | $0 |
| Kevin E. Bryant | Direttore | 14 Ottobre 2025 A | 18.633 | 0 | 0 | $0 |
| MURABITO JOHN M | Direttore | 14 Ottobre 2025 A | 25.668 | 0 | 0 | $0 |
| Jacqueline D. Woods | Direttore | 30 Maggio 2025 A | 10.985 | 0 | 0 | $0 |
| Richard D Moss | Direttore | 15 Ottobre 2024 A | 19.090 | 0 | 0 | $0 |
| Robert M Chiusano | Direttore | 11 Ottobre 2022 A | 36.546 | 0 | 0 | $0 |
| Maria Favlana Blase | Direttore | 27 Maggio 2022 A | 9.981 | 0 | 0 | $0 |
| Martha T Rodamaker | Direttore | 23 Novembre 2018 A | 19.237 | 0 | 0 | $0 |
| Mark T Schroepfer | Direttore | 06 Dicembre 2017 A | 34.240 | 0 | 0 | $0 |
| Jerry N Currie | Direttore | 11 Ottobre 2016 A | 23.600 | 0 | 0 | $0 |
| Lawrence A Erickson | Direttore | 11 Ottobre 2016 A | 20.600 | 0 | 0 | $0 |
| Irvin E Aal | Direttore | 13 Ottobre 2015 A | 18.000 | 0 | 0 | $0 |
| Robert J Olson | Direttore | 13 Novembre 2014 S | 50.110 | 0 | 0 | $0 |
| Gerald C Kitch | Direttore | 18 Dicembre 2012 A | 6.500 | 0 | 0 | $0 |
| ENGLAND JOSEPH W | Direttore | 30 Novembre 2011 A | 4.500 | 0 | 0 | $0 |
| John V Hanson | Direttore | 23 Marzo 2011 A | 4.560 | 0 | 0 | $0 |
| John E Herlitz | Direttore | 29 Febbraio 2008 A | 2.500 | 0 | 0 | $0 |
| Frederick M Zimmerman | Direttore | 31 Dicembre 2004 A | 0 | 0 | 0 | $0 |
| Richard C Scott | Direttore | 16 Gennaio 2004 S | 0 | 0 | 0 | $0 |
| HANSON CAPITAL PARTNERS LLC | Proprietario del 10% | 20 Aprile 2004 S | 3.045.812 | 0 | 0 | $0 |
| Mary Joan Boman | Proprietario del 10% | 03 Novembre 2003 G | 26.213 | 0 | 0 | $0 |
| Michael J Happe | · | 13 Agosto 2026 M | 349.349 | 0 | 2 | $-687.636 |
| Sara E Armbruster | · | 24 Ottobre 2025 P | 14.426 | 1 | 0 | $108.729 |
| Christopher J Braun | · | 14 Ottobre 2025 A | 33.568 | 0 | 0 | $0 |
| Robert L Gossett | · | 16 Gennaio 2015 F | 28.966 | 0 | 0 | $0 |
| Gerald E Boman | · | 21 Dicembre 2004 G | 50.852 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 43 ETF
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 |
|---|---|---|---|---|
| RZV · Invesco Exchange-Traded Fund Trust | 0,61% | 64.070 SH | 02 Ottobre 2026 | Giornaliero |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,60% | 38.252 NS | 31 Luglio 2026 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0,33% | 2.858 SH | 02 Ottobre 2026 | Giornaliero |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,31% | 139.618 NS | 31 Luglio 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,17% | 125.055 SH | 02 Ottobre 2026 | Giornaliero |
| CALF · Pacer Funds Trust | 0,12% | 151.081 NS | 31 Luglio 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,12% | 6.616 NS | 31 Luglio 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,09% | 59.978 SH | 19 Agosto 2026 | Giornaliero |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,06% | 24.346 SH | 19 Agosto 2026 | Giornaliero |
| NUSC · Nushares ETF Trust | 0,06% | 25.538 NS | 31 Luglio 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,05% | 98.610 SH | 19 Agosto 2026 | Giornaliero |
| VCR · VANGUARD WORLD FUND | 0,05% | 105.063 SH | 19 Agosto 2026 | Giornaliero |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,05% | 4.461 SH | 02 Ottobre 2026 | Giornaliero |
| FDIS · FIDELITY COVINGTON TRUST | 0,05% | 26.701 NS | 31 Luglio 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,03% | 8.778 SH | 19 Agosto 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 160.306 SH | 19 Agosto 2026 | Giornaliero |
| RSSL · Global X Funds | 0,03% | 13.373 NS | 31 Luglio 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 721.078 SH | 11 Settembre 2026 | Giornaliero |
| VFMF · VANGUARD WELLINGTON FUND | 0,02% | 4.767 SH | 19 Agosto 2026 | Giornaliero |
| DFAT · Dimensional ETF Trust | 0,02% | 88.792 NS | 31 Luglio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 322.205 SH | 19 Agosto 2026 | Giornaliero |
| DFSV · Dimensional ETF Trust | 0,01% | 27.143 NS | 31 Luglio 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 35.681 SH | 01 Ottobre 2026 | Giornaliero |
| DXUV · Dimensional ETF Trust | 0,01% | 1.734 NS | 31 Luglio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 43.637 NS | 31 Luglio 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 1.817 SH | 11 Settembre 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,00% | 3.386 NS | 31 Luglio 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 22.162 NS | 31 Luglio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 63.834 NS | 31 Luglio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 3.338 NS | 31 Luglio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 1.580 NS | 31 Luglio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 6.044 NS | 31 Luglio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 10.548 NS | 31 Luglio 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 38.300 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,00% | 8.051 SH | 10 Settembre 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 846.507 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2.437 SH | 19 Agosto 2026 | Giornaliero |
| IJR · iShares Trust | · | 1.729.156 SH | 10 Settembre 2026 | Giornaliero |
| IJS · iShares Trust | · | 251.341 SH | 08 Settembre 2026 | Giornaliero |
| IWN · iShares Trust | · | 269.391 SH | 11 Settembre 2026 | Giornaliero |
| XJR · iShares Trust | · | 3.933 SH | 31 Agosto 2026 | Giornaliero |
| ISCB · iShares Trust | · | 1.132 SH | 11 Settembre 2026 | Giornaliero |
| ISCV · iShares Trust | · | 5.473 SH | 11 Settembre 2026 | Giornaliero |
WGO Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
10 analisti · 2026-10-04Target medio $38.20 +45,2%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
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 |
|---|---|---|---|---|---|---|
| WGO | $1.86B | 39.5 | -5.9% | 0.92% | 2.1% | 13.1% |
| F | · | -6.4 | 1.2% | -4.4% | -20.3% | · |
| RIVN | $24.44B | -6.4 | 8.4% | -67.7% | -68.3% | 2.7% |
| THO | $5.07B | 22.2 | 0.30% | 1.8% | 4.2% | 12.6% |
| LCID | $3.46B | -0.9 | 67.6% | -199.3% | -172.7% | · |
| SEV | · | -2.4 | · | · | -185.8% | · |
| CENN | $199.4K | -0.0 | -42.2% | -403.7% | -123.6% | -12.8% |
| WKHS | · | -0.8 | 201.1% | · | · | · |
| AZIO | · | · | · | · | · | · |
| TSLA | · | 416.4 | -2.9% | · | · | · |
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