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

03

Prezzo $39.98

Capitalizzazione di Mercato (MRQ) $13.79B

P/E (TTM) 14.6

EPS (TTM) $2.73

Ricavi (TTM) $12.44B

Rendimento div. 2.5%

ROE (TTM) 17.5%

D/E Debito/Patrimonio (MRQ) 0.0

Intervallo 52 sett. $40–$58

YUMC 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$11.80B

2017-12-31 → 2025-12-31

EPS$2.51

2017-12-31 → 2025-12-31

Flusso di cassa libero$840M

2017-12-31 → 2025-12-31

Margine netto7.8%

2017-12-31 → 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	YUMC	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	14.6media 5 anni ≈27.1	≈27.1	·	·
P/S (TTM)	1.1media 5 anni ≈1.8	≈1.8	·	·
P/B (MRQ)	2.6media 5 anni ≈3.1	≈3.1	·	·
EV / EBITDA (TTM)	6.7media 5 anni ≈9.5	≈9.5	·	·
Prezzo / FCF (TTM)	14.7media 5 anni ≈29.5	≈29.5	·	·
Prezzo / Flusso di cassa (TTM)	8.7media 5 anni ≈14.2	≈14.2	·	·
EV / Ricavi (TTM)	1.0media 5 anni ≈1.4	≈1.4	·	·
EV / FCF (TTM)	13.3media 5 anni ≈20.3	≈20.3	·	·
Prezzo / Valore contabile tangibile (MRQ)	2.6media 5 anni ≈4.8	≈4.8	·	·
PEG Ratio	≈2.8	·	·	·

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	YUMC	media 5 anni	Mediana dei peer	Verdetto
Margine Operativo (TTM)	11.1%media 5 anni ≈10.4%	≈10.4%	·	·
Margine EBITDA (TTM)	14.9%media 5 anni ≈15.1%	≈15.1%	·	·
Margine ante imposte (TTM)	11.5%media 5 anni ≈11.2%	≈11.2%	·	·
Margine di Profitto Netto (TTM)	7.8%media 5 anni ≈7.6%	≈7.6%	·	·
ROA (TTM)	8.9%media 5 anni ≈7.0%	≈7.0%	·	·
ROE (TTM)	17.5%media 5 anni ≈13.2%	≈13.2%	·	·
ROIC	17.4%media 5 anni ≈13.1%	≈13.1%	·	·

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	YUMC	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	0.0media 5 anni ≈0.0	≈0.0	·	·
Rapporto corrente (MRQ)	1.0media 5 anni ≈1.5	≈1.5	·	·
Quick Ratio (MRQ)	0.6media 5 anni ≈1.2	≈1.2	·	·

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

Metrica	YUMC	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	4.4%media 5 anni ≈7.7%	≈7.7%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	7.2%media 5 anni ≈7.3%	≈7.3%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	7.4%	·	·	·
EPS YoY	7.7%media 5 anni ≈15.6%	≈15.6%	·	·
Net Income YoY (Utile Netto YoY)	2.0%media 5 anni ≈14.0%	≈14.0%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	34.1%media 5 anni ≈11.7%	≈11.7%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	5.2%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	28.1%media 5 anni ≈9.1%	≈9.1%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	3.5%	·	·	·

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

Metrica	YUMC	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$2.51media 5 anni ≈$2.03	≈$2.03	·	·
Revenue / Share (Ricavi / Azione)	$31.80media 5 anni ≈$26.43	≈$26.43	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$3.95media 5 anni ≈$3.41	≈$3.41	·	·
Cash / Share (Liquidità / Azione)	$1.43media 5 anni ≈$2.29	≈$2.29	·	·

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

Metrica	YUMC	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	1.1media 5 anni ≈0.9	≈0.9	·	·
Receivables Turnover (Rotazione dei crediti)	135.6media 5 anni ≈144.1	≈144.1	·	·
Revenue / Employee (Ricavi / Dipendente)	≈$90.7K	·	·	·

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

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

13

Dividend Yield2.5%

Rapporto di Distribuzione Utili38.0%

Pagamento annualizzato≈$1.16Pagato trimestralmente

CAGR Dividendi 5Y≈14.9%Per azione, rettificato per lo split

Striscia di crescita≈3Anni consecutivi di crescita dei dividendi

Data ex-dividendo	Importo	Valuta	Rendimento
Ago 27, 2026	$0,29	USD	≈1.9%
Mag 27, 2026	$0,29	USD	≈1.3%
Mar 4, 2026	$0,29	USD	≈1.0%
Mag 28, 2025	$0,24	USD	≈1.8%
Mar 6, 2025	$0,24	USD	≈1.5%
Nov 26, 2024	$0,16	USD	≈1.4%
Ago 27, 2024	$0,16	USD	≈1.8%
Mag 24, 2024	$0,16	USD	≈1.6%
Mar 4, 2024	$0,16	USD	≈1.3%
Nov 27, 2023	$0,13	USD	≈1.2%
Ago 25, 2023	$0,13	USD	≈0.96%
Mag 26, 2023	$0,13	USD	≈0.87%
Mar 6, 2023	$0,13	USD	≈0.80%
Nov 28, 2022	$0,12	USD	≈0.93%
Ago 24, 2022	$0,12	USD	≈1.00%
Mag 27, 2022	$0,12	USD	≈1.1%
Mar 7, 2022	$0,12	USD	≈1.0%
Nov 23, 2021	$0,12	USD	≈0.91%
Ago 24, 2021	$0,12	USD	≈0.79%
Mag 24, 2021	$0,12	USD	≈0.55%

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

14

Sorpresa media 1.2%

Prossimo report Nov 02, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Lug 30, 2026	$0.70	$0.71	-0.79%
31 Marzo 2026		$0.87	$0.87	-0.41%
31 Dicembre 2025		$0.40	$0.36	10.2%
30 Settembre 2025		$0.76	$0.76	0.40%
30 Giugno 2025		$0.57	$0.58	-0.96%
31 Marzo 2025		$0.79	$0.80	-1.2%

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

15

Conto Economico 14

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$11.80B	$11.30B	$10.98B	$9.57B	$9.85B	$8.26B	$8.78B	$8.41B	$7.77B	$7.08B	$6.91B	$6.93B
Cost of Revenue	·	·	·	·	·	·	·	·	$5.83B	$5.61B	$5.93B	$6.03B
R&D Expense	$8M	$6M	$6M	$6M	$6M	$3M	$4M	$4M	$5M	$5M	$5M	$5M
SG&A Expense	$581M	$568M	$638M	$594M	$564M	$479M	$487M	$456M	$495M	$429M	$395M	$389M
Operating Expenses	$10.51B	$10.14B	$9.87B	$8.94B	$8.47B	$7.30B	$7.88B	$7.47B	$6.99B	$6.44B	$6.42B	$6.93B
Operating Income	$1.29B	$1.16B	$1.11B	$629M	$1.39B	$961M	$901M	$941M	$778M	$634M	$488M	$3M
Pretax Income	$1.36B	$1.33B	$1.23B	$687M	$1.39B	$1.11B	$1.00B	$950M	$803M	$666M	$496M	$17M
Income Tax	$369M	$356M	$329M	$207M	$369M	$295M	$260M	$214M	$379M	$156M	$168M	$54M
Net Income	$929M	$911M	$827M	$442M	$990M	$784M	$713M	$708M	$398M	$498M	$323M	$-7M
EPS (Basic)	$2.52	$2.34	$1.99	$1.05	$2.34	$2.01	$1.89	$1.84	$1.03	$1.35	$0.89	$-0.02
EPS (Diluted)	$2.51	$2.33	$1.97	$1.04	$2.28	$1.95	$1.84	$1.79	$1.00	$1.35	$0.89	$-0.02
Shares (Basic)	369,000,000	388,000,000	416,000,000	421,000,000	422,000,000	390,000,000	377,000,000	384,000,000	387,000,000	368,000,000	363,758,219	363,758,219,000
Shares (Diluted)	371,000,000	390,000,000	420,000,000	425,000,000	434,000,000	402,000,000	388,000,000	395,000,000	398,000,000	369,000,000	363,758,219	363,758,219,000
EBITDA	$1.74B	$1.64B	$1.56B	$1.23B	$1.90B	$1.41B	$1.33B	$1.39B	$1.19B	$1.04B	·	·

Stato Patrimoniale 28

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$506M	$723M	$1.13B	$1.13B	$1.14B	$1.16B	$1.05B	$1.27B	$1.06B	$885M	$425M	$238M
Short-term Investments	$878M	$1.12B	$1.47B	$2.02B	$2.86B	$3.10B	$611M	$122M	$205M	$79M	·	·
Receivables	$95M	$79M	$68M	$64M	$67M	$99M	$88M	$80M	$79M	$74M	$33M	·
Inventory	$438M	$405M	$424M	$417M	$432M	$398M	$380M	$307M	$297M	$268M	$189M	·
Prepaid Expense	$102M	$107M	$99M	$111M	$176M	$119M	$87M	$66M	$60M	$81M	$81M	·
Current Assets	$2.36B	$2.69B	$3.43B	$3.94B	$4.72B	$4.94B	$2.26B	$1.95B	$1.80B	$1.43B	$799M	·
PP&E (Net)	$2.54B	$2.41B	$2.31B	$2.12B	$2.25B	$1.76B	$1.59B	$1.61B	$1.69B	$1.65B	$1.84B	·
PP&E (Gross)	$5.46B	$5.09B	$4.88B	$4.59B	$4.62B	$3.89B	$3.47B	$3.35B	$3.42B	$3.14B	$3.44B	·
Accum. Depreciation	$2.92B	$2.68B	$2.57B	$2.47B	$2.37B	$2.13B	$1.88B	$1.73B	$1.73B	$1.49B	$1.60B	·
Goodwill	$1.96B	$1.88B	$1.93B	$1.99B	$2.14B	$832M	$254M	$266M	$108M	$79M	$85M	·
Intangibles	$148M	$144M	$150M	$159M	$272M	$246M	$94M	$116M	$101M	$88M	$107M	·
Other Non-current Assets	$362M	$256M	$265M	$248M	$742M	$749M	$580M	$491M	$385M	$254M	$192M	·
Total Assets	$10.78B	$11.12B	$12.03B	$11.83B	$13.22B	$10.88B	$6.95B	$4.61B	$4.29B	$3.73B	$3.20B	·
Accounts Payable	$793M	$801M	$786M	$727M	$830M	$708M	$623M	$619M	$420M	$480M	$438M	·
Short-term Debt	$30M	$127M	$168M	$2M	·	·	·	·	·	·	·	·
Current Liabilities	$2.25B	$2.28B	$2.42B	$2.17B	$2.38B	$2.07B	$1.74B	$1.25B	$1.02B	$1.00B	$948M	·
Capital Leases	$1.82B	$1.82B	$1.90B	$1.91B	$2.29B	$1.92B	$1.80B	$25M	$28M	$28M	$34M	·
Deferred Tax	$406M	$389M	$390M	$390M	$425M	$227M	$67M	$65M	$32M	$26M	$24M	·
Other Non-current Liabilities	$158M	$157M	$157M	$162M	$167M	$167M	$210M	$355M	$388M	$252M	$234M	·
Total Liabilities	$4.68B	$4.69B	$4.91B	$4.67B	$5.30B	$4.40B	$3.77B	$1.63B	$1.44B	$1.28B	$1.22B	·
Total Debt	$30M	$127M	$168M	·	·	·	·	·	·	·	·	·
Common Stock	·	·	·	·	·	·	·	·	·	$4M	·	·
Retained Earnings	$1.76B	$2.09B	$2.31B	$2.19B	$2.89B	$2.10B	$1.42B	$944M	$397M	$40M	·	·
Treasury Stock	$28M	$52M	·	·	$803M	$728M	$721M	$460M	$148M	$20M	·	·
AOCI	$-157M	$-341M	$-229M	$-103M	$268M	$167M	$-49M	$-17M	$137M	$1M	$130M	·
Stockholders' Equity	$5.38B	$5.73B	$6.41B	$6.48B	$7.06B	$6.21B	$3.08B	$2.87B	$2.77B	$2.38B	$1.92B	·
Liabilities + Equity	$10.78B	$11.12B	$12.03B	$11.83B	$13.22B	$10.88B	$6.95B	$4.61B	$4.29B	$3.73B	$3.20B	·
Shares Outstanding	354,000,000	378,000,000	407,000,000	419,000,000	428,000,000	420,000,000	376,000,000	379,000,000	385,000,000	383,344,835	·	·

Flusso di cassa 16

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$448M	$476M	$453M	$602M	$516M	$450M	$428M	$445M	$409M	$402M	$425M	$411M
Stock-based Comp	$42M	$41M	$64M	$42M	$41M	$36M	$26M	$24M	$26M	$16M	$14M	$13M
Deferred Tax	$-14M	$-7M	$-10M	$-20M	$160M	$111M	$16M	$33M	$62M	$-42M	$29M	$-104M
Amort. of Intangibles	$2M	$2M	$4M	$99M	$45M	$24M	$16M	$26M	$14M	$12M	$13M	$14M
Other Non-cash	$61M	$-2M	$139M	$347M	$-576M	$-267M	$2M	$123M	$-18M	$-16M	·	·
Operating Cash Flow	$1.47B	$1.42B	$1.47B	$1.41B	$1.13B	$1.11B	$1.19B	$1.33B	$884M	$866M	$913M	$775M
CapEx	$626M	$705M	$710M	$679M	$689M	$419M	$435M	$470M	$415M	$436M	$512M	$525M
Investing Cash Flow	$-5M	$-178M	$-743M	$-522M	$-855M	$-3.11B	$-910M	$-552M	$-557M	$-471M	$-493M	$-512M
Stock Issued	·	·	·	·	·	$2.19B	·	·	·	·	·	·
Stock Repurchased	$1.14B	$1.25B	$613M	$466M	$75M	$8M	$265M	$307M	$128M	·	·	·
Net Stock Activity	$-1.14B	$-1.25B	$-613M	$-466M	$-75M	$2.19B	$-265M	$-307M	$-128M	·	·	·
Dividends Paid	$353M	$248M	$216M	$202M	$203M	$95M	$181M	$161M	$38M	·	·	·
Financing Cash Flow	$-1.69B	$-1.64B	$-716M	$-844M	$-313M	$2.06B	$-480M	$-518M	$-185M	$93M	$-216M	$-319M
Net Change in Cash	$-217M	$-405M	$-2M	$-6M	$-22M	$103M	$-211M	$207M	$174M	$460M	$187M	$-62M
Taxes Paid	$370M	$393M	$324M	$204M	$255M	$170M	$255M	$208M	$232M	$182M	·	·
Free Cash Flow	$840M	$714M	$763M	$734M	$442M	$695M	$750M	$863M	$469M	$428M	·	·

Redditività 7

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Operating Margin	10.9%	10.3%	10.1%	6.6%	14.1%	11.6%	10.3%	11.2%	11.0%	9.5%	·	·
Net Margin	7.9%	8.1%	7.5%	4.6%	10.1%	9.5%	8.1%	8.4%	5.6%	7.4%	·	·
Pretax Margin	11.5%	11.8%	11.2%	7.2%	14.1%	13.4%	11.4%	11.3%	11.3%	10.0%	·	·
EBITDA Margin	14.7%	14.5%	14.2%	12.9%	19.3%	17.1%	15.1%	16.5%	16.7%	15.4%	·	·
ROA	8.5%	7.9%	6.9%	3.5%	8.2%	8.8%	12.3%	15.4%	10.1%	14.5%	·	·
ROE	16.7%	15.0%	12.8%	6.5%	14.9%	16.9%	24.0%	25.1%	15.6%	23.4%	·	·
ROIC	17.4%	14.5%	12.3%	6.8%	14.4%	11.4%	21.7%	25.4%	14.9%	20.6%	·	·

Liquidità e Solvibilità 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	1.0	1.2	1.4	1.8	2.0	2.4	1.3	1.6	1.8	1.4	·	·
Quick Ratio	0.7	0.8	1.1	1.5	1.7	2.1	1.0	0.2	1.3	1.0	·	·
Debt / Equity	0.0	0.0	0.0	·	·	·	·	·	·	·	·	·

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	1.1	1.0	0.9	0.8	0.8	0.9	1.5	1.8	1.8	1.9	·	·
Inventory Turnover	·	·	·	·	·	·	·	·	20.6	24.6	·	·
Receivables Turnover	135.6	153.8	166.3	146.1	118.7	88.4	104.5	105.8	92.2	126.2	·	·

Per Azione 6

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$15.19	$15.15	$15.74	$15.47	$16.49	$14.78	$8.18	$7.58	$7.23	$6.20	·	·
Revenue / Share	$31.80	$28.98	$26.14	$22.52	$22.70	$20.55	$22.62	$21.30	$17.95	$0.02	·	·
Cash Flow / Share	$3.95	$3.64	$3.51	$3.32	$2.61	$2.77	$3.05	$3.37	$2.22	$0.00	·	·
Cash / Share	$1.43	$1.91	$2.77	$2.70	$2.65	$2.76	$2.78	·	$2.75	$2.31	·	·
Dividend / Share	$0.96	$0.64	$0.52	$0.48	$0.48	$0.24	$0.48	$0.42	$0.10	·	·	·
EPS (TTM)	$2.51	$2.33	$1.97	$1.04	$2.28	$1.95	$1.84	$1.79	$1.00	$1.35	·	·

Tassi di Crescita 10

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	4.4%	3.0%	14.7%	-2.9%	19.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	7.2%	4.7%	9.9%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	7.4%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	7.7%	18.3%	89.4%	-54.4%	16.9%	·	·	·	·	·	·	·
EPS CAGR 3Y	34.1%	0.73%	0.34%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	5.2%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	2.0%	10.2%	87.1%	-55.4%	26.3%	·	·	·	·	·	·	·
Net Income CAGR 3Y	28.1%	-2.7%	1.8%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	3.5%	·	·	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	30.0%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$11.80B	$11.30B	$10.98B	$9.57B	$9.85B	$8.26B	$8.78B	$8.41B	$7.77B	$7.08B	·	·
Net Income TTM	$929M	$911M	$827M	$442M	$990M	$784M	$713M	$708M	$398M	$498M	·	·
Market Cap	$16.90B	$18.21B	$17.27B	$22.90B	$21.33B	$23.98B	$18.05B	$12.71B	$15.40B	$10.01B	·	·
Enterprise Value	$15.55B	$16.49B	$14.84B	·	·	·	·	·	·	·	·	·
P/E	19.0	20.7	21.5	52.5	21.9	29.3	26.1	18.7	40.0	19.3	·	·
P/S	1.4	1.6	1.6	2.4	2.2	2.9	2.1	1.5	2.0	1.4	·	·
P/B	3.1	3.2	2.7	3.5	3.0	3.9	5.9	4.4	5.5	4.2	·	·
P / Tangible Book	5.2	4.9	4.0	5.3	4.6	4.7	·	·	·	·	·	·
P / Cash Flow	11.5	12.8	11.7	16.2	18.9	21.5	15.2	9.5	17.4	11.6	·	·
P / FCF	20.1	25.5	22.6	31.2	48.3	34.5	24.1	14.7	32.8	23.4	·	·
EV / EBITDA	8.9	10.1	9.5	·	·	·	·	·	·	·	·	·
EV / FCF	18.5	23.1	19.4	·	·	·	·	·	·	·	·	·
EV / Revenue	1.3	1.5	1.4	·	·	·	·	·	·	·	·	·
Dividend Yield	2.1%	1.4%	1.2%	0.88%	0.95%	0.40%	1.0%	1.3%	0.25%	·	·	·
Earnings Yield	5.3%	4.8%	4.6%	1.9%	4.6%	3.4%	3.8%	5.3%	2.5%	5.2%	·	·
Payout Ratio	38.0%	27.2%	26.1%	45.7%	20.5%	12.1%	25.4%	22.7%	9.4%	·	·	·
Annual Payout	$353M	$248M	$216M	$202M	$203M	$95M	$181M	$161M	$38M	·	·	·

Conto Economico 12

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	$3.14B	$3.27B	$2.82B	$3.21B	$2.79B	$2.98B	$2.60B	$3.07B	$2.68B	$2.96B	$2.49B	$2.91B	$2.65B	$2.92B	$2.09B	$2.69B
SG&A Expense	$139M	$137M	$169M	$143M	$131M	$138M	$156M	$139M	$133M	$140M	$153M	$169M	$153M	$163M	$145M	$157M
Operating Expenses	$2.79B	$2.82B	$2.64B	$2.81B	$2.48B	$2.58B	$2.44B	$2.70B	$2.41B	$2.58B	$2.38B	$2.59B	$2.40B	$2.50B	$2.05B	$2.37B
Operating Income	$348M	$447M	$187M	$400M	$304M	$399M	$151M	$371M	$266M	$374M	$110M	$323M	$257M	$416M	$41M	$316M
Pretax Income	$354M	$452M	$206M	$413M	$311M	$428M	$170M	$436M	$305M	$420M	$138M	$365M	$286M	$437M	$80M	$326M
Income Tax	$92M	$123M	$56M	$114M	$80M	$119M	$47M	$119M	$77M	$113M	$33M	$100M	$71M	$125M	$24M	$97M
Net Income	$244M	$309M	$140M	$282M	$215M	$292M	$115M	$297M	$212M	$287M	$97M	$244M	$197M	$289M	$53M	$206M
EPS (Basic)	$0.70	$0.88	$0.40	$0.76	$0.58	$0.78	$0.30	$0.77	$0.55	$0.72	$0.24	$0.59	$0.47	$0.69	$0.13	$0.49
EPS (Diluted)	$0.70	$0.87	$0.40	$0.76	$0.58	$0.77	$0.30	$0.77	$0.55	$0.71	$0.24	$0.58	$0.47	$0.68	$0.12	$0.49
Shares (Basic)	348,000,000	353,000,000	·	368,000,000	373,000,000	376,000,000	·	384,000,000	389,000,000	401,000,000	·	416,000,000	418,000,000	418,000,000	·	420,000,000
Shares (Diluted)	349,000,000	354,000,000	·	369,000,000	374,000,000	378,000,000	·	385,000,000	391,000,000	403,000,000	·	420,000,000	422,000,000	423,000,000	·	424,000,000
EBITDA	$468M	$564M	·	$514M	$414M	$508M	·	$371M	$266M	$491M	·	$323M	$257M	$532M	·	$316M

Stato Patrimoniale 27

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$485M	$473M	$506M	$648M	$592M	$825M	$723M	$1.19B	$1.04B	$883M	·	$1.13B	$1.19B	$1.11B	·	$1.21B
Short-term Investments	$901M	$956M	$878M	$1.50B	$1.56B	$1.17B	$1.12B	$1.34B	$1.43B	$1.51B	·	$2.00B	$1.76B	$1.87B	·	$2.83B
Receivables	$115M	$103M	$95M	$86M	$94M	$81M	$79M	$79M	$74M	$74M	·	$62M	$59M	$59M	·	$66M
Inventory	$459M	$414M	$438M	$389M	$360M	$329M	$405M	$359M	$362M	$345M	·	$419M	$396M	$378M	·	$321M
Prepaid Expense	$127M	$106M	$102M	$107M	$105M	$112M	$107M	$113M	$102M	$96M	·	$104M	$92M	$124M	·	$150M
Current Assets	$2.35B	$2.32B	$2.36B	$3.02B	$2.99B	$2.75B	$2.69B	$3.32B	$3.28B	$3.15B	·	$3.92B	$3.69B	$3.71B	·	$4.71B
PP&E (Net)	$2.62B	$2.57B	$2.54B	$2.44B	$2.42B	$2.38B	$2.41B	$2.43B	$2.31B	$2.29B	·	$2.12B	$2.05B	$2.11B	·	$1.97B
PP&E (Gross)	$5.72B	$5.59B	$5.46B	$5.29B	$5.20B	$5.12B	$5.09B	$5.20B	$4.95B	$4.88B	·	$4.59B	$4.49B	$4.64B	·	$4.30B
Accum. Depreciation	$3.10B	$3.02B	$2.92B	$2.85B	$2.79B	$2.74B	$2.68B	$2.77B	$2.63B	$2.59B	·	$2.47B	$2.44B	$2.53B	·	$2.34B
Goodwill	$2.02B	$1.99B	$1.96B	$1.93B	$1.92B	$1.89B	$1.88B	$1.96B	$1.89B	$1.90B	$1.93B	$1.88B	$1.89B	$2.00B	$1.99B	$1.93B
Intangibles	$151M	$149M	$148M	$146M	$145M	$144M	$144M	$150M	$146M	$147M	·	$147M	$148M	$157M	·	$176M
Other Non-current Assets	$374M	$369M	$362M	$268M	$263M	$257M	$256M	$267M	$262M	$263M	·	$259M	$260M	$278M	·	$419M
Total Assets	$10.87B	$10.84B	$10.78B	$11.03B	$10.98B	$11.00B	$11.12B	$11.80B	$11.57B	$11.29B	·	$12.07B	$11.68B	$11.96B	·	$11.70B
Accounts Payable	$960M	$822M	$793M	$822M	$795M	$701M	$801M	$775M	$819M	$727M	·	$758M	$740M	$674M	·	$673M
Short-term Debt	$66M	$20M	$30M	$29M	$0	$129M	$127M	$315M	$416M	$165M	·	$210M	·	·	·	·
Current Liabilities	$2.44B	$2.30B	$2.25B	$2.28B	$2.16B	$2.19B	$2.28B	$2.58B	$2.68B	$2.26B	·	$2.47B	$2.15B	$2.10B	·	$2.10B
Capital Leases	$1.75B	$1.80B	$1.82B	$1.76B	$1.76B	$1.77B	$1.82B	$1.88B	$1.83B	$1.85B	·	$1.79B	$1.77B	$1.86B	·	$1.86B
Deferred Tax	$418M	$412M	$406M	$396M	$395M	$394M	$389M	$406M	$386M	$387M	·	$364M	$350M	$378M	·	$370M
Other Non-current Liabilities	$159M	$162M	$158M	$156M	$154M	$156M	$157M	$158M	$149M	$166M	·	$147M	$142M	$164M	·	$156M
Total Liabilities	$4.81B	$4.73B	$4.68B	$4.65B	$4.51B	$4.56B	$4.69B	$5.07B	$5.09B	$4.71B	·	$4.81B	$4.46B	$4.55B	·	$4.53B
Total Debt	$66M	$20M	·	$29M	$0	$129M	·	$315M	$416M	$165M	·	$210M	·	·	·	·
Retained Earnings	$1.70B	$1.79B	$1.76B	$2.05B	$2.11B	$2.12B	$2.09B	$2.16B	$2.05B	$2.08B	·	$2.53B	$2.46B	$2.37B	·	$2.23B
Treasury Stock	$13M	$13M	$28M	$10M	$12M	$8M	$52M	$18M	$17M	$76M	·	·	·	·	·	$0
AOCI	$-25M	$-98M	$-157M	$-239M	$-265M	$-318M	$-341M	$-179M	$-326M	$-300M	·	$-341M	$-316M	$-91M	·	$-222M
Stockholders' Equity	$5.36B	$5.43B	$5.38B	$5.69B	$5.79B	$5.78B	$5.73B	$6.02B	$5.81B	$5.87B	·	$6.57B	$6.55B	$6.68B	·	$6.42B
Liabilities + Equity	$10.87B	$10.84B	$10.78B	$11.03B	$10.98B	$11.00B	$11.12B	$11.80B	$11.57B	$11.29B	·	$12.07B	$11.68B	$11.96B	·	$11.70B
Shares Outstanding	345,000,000	351,000,000	354,000,000	364,000,000	371,000,000	375,000,000	378,000,000	381,000,000	386,000,000	392,000,000	·	415,000,000	417,000,000	418,000,000	·	419,000,000

Flusso di cassa 15

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$120M	$117M	$115M	$114M	$110M	$109M	$121M	$120M	$118M	$117M	$114M	$111M	$112M	$116M	$135M	$150M
Stock-based Comp	$13M	$10M	$10M	$10M	$13M	$9M	$9M	$9M	$13M	$10M	$18M	$17M	$16M	$13M	$11M	$10M
Deferred Tax	$-6M	$-3M	$-4M	$-7M	$-5M	$2M	$-3M	$-2M	·	·	$-4M	$-19M	$6M	$7M	$-13M	$0
Amort. of Intangibles	·	·	$0	$1M	·	·	$0	$1M	$0	$1M	$0	$1M	$1M	$2M	$23M	$24M
Other Non-cash	·	$117M	·	·	·	$40M	·	·	·	$28M	·	·	·	$82M	·	·
Operating Cash Flow	$426M	$550M	$125M	$477M	$412M	$452M	$167M	$409M	$401M	$442M	$139M	$410M	$417M	$507M	$84M	$720M
CapEx	$127M	$144M	$241M	$126M	$122M	$137M	$182M	$165M	$169M	$189M	$211M	$167M	$153M	$179M	$170M	$162M
Investing Cash Flow	$-32M	$-233M	$311M	$-26M	$-218M	$-72M	$-150M	$104M	$-231M	$99M	$309M	$-454M	$-169M	$-429M	$71M	$-541M
Stock Repurchased	$312M	$218M	$452M	$324M	$195M	$173M	$192M	$188M	$190M	$679M	$333M	$158M	$62M	$60M	$55M	$11M
Net Stock Activity	·	$-218M	·	·	·	$-173M	·	·	·	$-679M	·	·	·	$-60M	·	·
Dividends Paid	$101M	$102M	$85M	$88M	$90M	$90M	$61M	$61M	$62M	$64M	$54M	$54M	$54M	$54M	$50M	$51M
Financing Cash Flow	$-386M	$-353M	$-582M	$-398M	$-429M	$-280M	$-477M	$-374M	$-9M	$-776M	$-476M	$-10M	$-131M	$-99M	$-261M	$-70M
Net Change in Cash	$12M	$-33M	$-142M	$56M	$-233M	$102M	$-470M	$150M	$160M	$-245M	$-3M	$-58M	$78M	$-19M	$-81M	$64M
Taxes Paid	$159M	$53M	$104M	$83M	$129M	$54M	$130M	$76M	$149M	$38M	$79M	$70M	$136M	$39M	$80M	$31M
Free Cash Flow	·	$406M	·	·	·	$315M	·	·	·	$253M	·	·	·	$328M	·	·

Redditività 7

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
Operating Margin	11.1%	13.7%	·	12.5%	10.9%	13.4%	·	12.1%	9.9%	12.6%	·	11.1%	9.7%	14.3%	·	11.8%
Net Margin	7.8%	9.4%	·	8.8%	7.7%	9.8%	·	9.7%	7.9%	9.7%	·	8.4%	7.4%	9.9%	·	7.7%
Pretax Margin	11.3%	13.8%	·	12.9%	11.2%	14.4%	·	14.2%	11.4%	14.2%	·	12.5%	10.8%	15.0%	·	12.1%
EBITDA Margin	14.9%	17.2%	·	16.0%	14.8%	17.0%	·	12.1%	9.9%	16.6%	·	11.1%	9.7%	18.2%	·	11.8%
ROA	2.2%	2.8%	·	2.5%	1.9%	2.6%	·	2.5%	1.8%	2.5%	·	2.1%	1.7%	2.4%	·	1.8%
ROE	4.4%	5.5%	·	4.8%	3.7%	5.0%	·	4.7%	3.4%	4.6%	·	3.8%	3.0%	4.3%	·	3.2%
ROIC	4.8%	6.0%	·	5.1%	3.9%	4.9%	·	4.3%	3.2%	4.5%	·	3.5%	2.9%	4.5%	·	3.5%

Liquidità e Solvibilità 3

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	1.0	1.0	·	1.3	1.4	1.3	·	1.3	1.2	1.4	·	1.6	1.7	1.8	·	2.2
Quick Ratio	0.6	0.7	·	1.0	1.0	0.9	·	1.0	1.0	1.1	·	1.3	1.4	1.4	·	2.0
Debt / Equity	0.0	0.0	·	0.0	0.0	0.0	·	0.1	0.1	0.0	·	0.0	·	·	·	·

Efficienza 2

Metrica	Tendenza	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		0.3	0.3	·	0.3	0.2	0.3	·	0.3	0.2	0.3	·	0.2	0.2	0.2	·	0.2
Receivables Turnover		30.0	35.6	·	38.9	33.2	38.5	·	43.6	40.3	44.5	·	45.5	38.5	45.2	·	32.9

Per Azione 6

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$15.53	$15.48	·	$15.64	$15.60	$15.42	·	$15.79	$15.06	$14.96	·	$15.83	$15.71	$15.98	·	$15.32
Revenue / Share	$8.99	$9.24	·	$8.69	$7.45	$7.89	·	$7.98	$6.85	$7.34	·	$6.94	$6.29	$6.90	·	$6.33
Cash Flow / Share	·	$1.55	·	·	·	$1.20	·	·	·	$1.10	·	·	·	$1.20	·	·
Cash / Share	$1.41	$1.35	·	$1.78	$1.60	$2.20	·	$3.13	$2.70	$2.25	·	$2.73	$2.85	$2.66	·	$2.89
Dividend / Share	$0.29	$0.29	$0.24	$0.24	$0.24	$0.24	$0.16	$0.16	$0.16	$0.16	$0.13	$0.13	$0.13	$0.13	$0.12	$0.12
EPS (TTM)	$2.73	$2.61	·	$2.41	$2.42	$2.39	·	$2.27	$2.08	$2.00	·	$1.85	$1.76	$1.49	·	$2.01

Valutazione (TTM) 14

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	$12.44B	$12.09B	·	$11.57B	$11.43B	$11.33B	·	$11.20B	$11.04B	$11.02B	·	$10.57B	$10.34B	$9.82B	·	$9.77B
Net Income TTM	$975M	$946M	·	$904M	$919M	$916M	·	$893M	$840M	$825M	·	$783M	$745M	$631M	·	$864M
Market Cap	$14.10B	$17.12B	·	$15.62B	$16.59B	$19.52B	·	$17.15B	$11.90B	$15.60B	·	$23.12B	$23.56B	$26.50B	·	$19.83B
Enterprise Value	$12.78B	$15.71B	·	$13.51B	$14.43B	$17.66B	·	$14.94B	$9.84B	$13.37B	·	$20.20B	·	·	·	·
P/E	15.0	18.7	·	17.8	18.5	21.8	·	19.8	14.8	19.9	·	30.1	32.1	42.5	·	23.5
P/S	1.1	1.4	·	1.4	1.5	1.7	·	1.5	1.1	1.4	·	2.2	2.3	2.7	·	2.0
P/B	2.6	3.2	·	2.7	2.9	3.4	·	2.9	2.0	2.7	·	3.5	3.6	4.0	·	3.1
P / Tangible Book	4.4	5.2	·	4.3	4.4	5.2	·	4.4	3.2	4.1	·	5.1	5.2	5.9	·	4.6
P / Cash Flow	·	31.1	·	·	·	43.2	·	·	·	35.3	·	·	·	52.3	·	·
EV / Revenue	1.0	1.3	·	1.2	1.3	1.6	·	1.3	0.9	1.2	·	1.9	·	·	·	·
Dividend Yield	2.7%	2.1%	·	2.1%	1.8%	1.4%	·	1.4%	2.0%	1.5%	·	0.92%	0.89%	0.77%	·	1.0%
Earnings Yield	6.7%	5.3%	·	5.6%	5.4%	4.6%	·	5.0%	6.7%	5.0%	·	3.3%	3.1%	2.4%	·	4.2%
Payout Ratio	·	33.0%	·	·	·	30.8%	·	·	·	22.3%	·	·	·	18.7%	·	·
Annual Payout	$376M	$365M	·	$329M	$302M	$274M	·	$241M	$234M	$226M	·	$212M	$209M	$205M	·	$203M

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	$11.80B	$11.30B	$10.98B	$9.57B	$9.85B
Margine Operativo %	10.9%	10.3%	10.1%	6.6%	14.1%
Utile netto	$929M	$911M	$827M	$442M	$990M
EPS Diluito	$2.51	$2.33	$1.97	$1.04	$2.28

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debito / Patrimonio Netto	0.0	0.0	0.0	·	·
Rapporto corrente	1.0	1.2	1.4	1.8	2.0
Quick Ratio	0.7	0.8	1.1	1.5	1.7

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$840M	$714M	$763M	$734M	$442M

Proprietari istituzionali (13F) 720 filer · $11.3B 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 720

Valore detenuto $11.3B

Nuove posizioni 64

Posizioni chiuse 98

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
64 (-41 vs trimestre precedente)	98 (+45 vs trimestre precedente)	184 (-31 vs trimestre precedente)	242 (+27 vs trimestre precedente)	+2.9M

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
JPMORGAN CHASE & CO	$985.182.544	24.117.074	8,75%	Azioni
Mondrian Investment Partners LTD	$929.730.231	2.909.043	8,25%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$861.181.934	21.130.258	7,65%	Azioni
VANGUARD GROUP INC	$725.004.006	15.311.918	6,44%	Azioni
Primavera Capital Management Ltd	$491.896.402	12.035.635	4,37%	Azioni
BLS Capital Fondsmaeglerselskab A/S	$442.841.245	10.835.362	3,93%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$441.694.808	10.817.104	3,92%	Azioni
ROYAL BANK OF CANADA	$433.248.000	10.600.625	3,85%	Azioni
Dodge & Cox	$341.900.519	8.365.562	3,04%	Azioni
W1M Asset Management Ltd	$320.227.092	7.838.137	2,84%	Azioni
Westwood Global Investments, LLC	$284.741.617	6.967.008	2,53%	Azioni
NORGES BANK	$229.759.162	5.621.829	2,04%	Azioni
W1M Investment Management Ltd	$208.171.156	4.851.909	1,85%	Azioni
GOLDMAN SACHS GROUP INC	$179.738.142	4.397.801	1,60%	Azioni
BARCLAYS PLC	$149.360.072	3.654.516	1,33%	Azioni
Bank of New York Mellon Corp	$146.825.593	3.592.503	1,30%	Azioni
FIL Ltd	$141.345.946	3.461.448	1,25%	Azioni
GUARDCAP ASSET MANAGEMENT Ltd	$133.059.764	3.255.683	1,18%	Azioni
ALLIANCEBERNSTEIN L.P.	$126.781.025	2.599.037	1,13%	Azioni
VANGUARD FIDUCIARY TRUST CO	$119.040.976	2.915.313	1,06%	Azioni
FMR LLC	$116.299.324	2.846.819	1,03%	Azioni
DIMENSIONAL FUND ADVISORS LP	$107.962.850	2.641.284	0,96%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$106.532.098	2.608.892	0,95%	Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$100.682.995	2.465.037	0,89%	Azioni
MILLENNIUM MANAGEMENT LLC	$100.155.562	2.452.443	0,89%	Azioni
BANK OF AMERICA CORP /DE/	$96.255.286	2.355.158	0,85%	Azioni
UBS Group AG	$85.141.937	2.083.238	0,76%	Azioni
FRANKLIN RESOURCES INC	$80.055.777	1.960.560	0,71%	Azioni
Temasek Holdings (Private) Ltd	$78.328.132	1.916.519	0,70%	Azioni
Legal & General Group Plc	$76.293.579	1.868.625	0,68%	Azioni
JANE STREET GROUP, LLC	$74.057.462	1.812.025	0,66%	Azioni
Vontobel Holding Ltd.	$72.803.161	1.781.335	0,65%	Azioni
LOOMIS SAYLES & CO L P	$69.997.965	1.712.698	0,62%	Azioni
North of South Capital LLP	$62.795.978	1.536.481	0,56%	Azioni
HSBC HOLDINGS PLC	$61.637.391	1.511.774	0,55%	Azioni
PineBridge Investments, L.P.	$60.169.450	176.450	0,53%	Azioni
PINEBRIDGE INVESTMENTS ASIA LTD	$59.925.000	187.500	0,53%	Azioni
NORDEA INVESTMENT MANAGEMENT AB	$58.454.204	1.432.350	0,52%	Azioni
Alberta Investment Management Corp	$53.131.000	1.300.000	0,47%	Azioni
Amundi	$52.733.165	1.173.653	0,47%	Azioni
VANGUARD ASSET MANAGEMENT, Ltd	$50.338.024	1.232.778	0,45%	Azioni
MACKENZIE FINANCIAL CORP	$48.337.153	1.182.705	0,43%	Azioni
Qube Research & Technologies Ltd	$46.728.265	1.143.339	0,41%	Azioni
Invesco Ltd.	$46.421.619	1.135.836	0,41%	Azioni
TODD ASSET MANAGEMENT LLC	$46.410.390	1.135.553	0,41%	Azioni
MORGAN STANLEY	$42.865.650	1.048.827	0,38%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$42.585.102	1.043.088	0,38%	Azioni
ALTRINSIC GLOBAL ADVISORS LLC	$41.308.985	1.010.798	0,37%	Azioni
DEUTSCHE BANK AG\	$39.056.435	955.626	0,35%	Azioni
DANSKE BANK A/S	$36.567.493	894.727	0,32%	Azioni

Mostra tutti i 720 proprietari istituzionali →

Attivisti e proprietari del 5%+ 1 partecipazione

18

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

Depositante	Depositato	Partecipazione	Stato	Scopo	Deposito
Primavera Capital Management Ltd, Pollos Investment GP Ltd, Pollos L.L.C. ×7 depositi	04 Novembre 2020	·	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 45 insider · 25 dirigenti · 20 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Joey Wat	Chief Executive Officer	17 Settembre 2026 A	433.306	2	$-6.001.707
Mark Chu	Senior Advisor to CEO	21 Dicembre 2017 A	2.855	0	$0
Peter Kao	CEO, Pizza Hut	10 Febbraio 2017 A	3.012	0	$0
Adrian Ding	Chief Financial Officer	17 Settembre 2026 A	54.082	0	$0
Andy Yeung	Chief Financial Officer	17 Settembre 2024 A	78.191	0	$0
Jacky Wei-Jye Lo	CFO, Treasurer	23 Settembre 2019 M	445	0	$0
Ted Stedem	Chief Financial Officer	10 Febbraio 2017 A	·	0	$0
Jerry Ding	Chief People Officer	17 Settembre 2026 M	4.310	1	$-165.420
Pingping Liu	Chief Legal Officer	17 Settembre 2026 A	16.183	0	$0
Duoduo (Howard) Huang	Chief Supply Chain Officer	17 Settembre 2026 A	7.589	4	$-1.369.632
Warton Wang	General Manager, KFC	17 Settembre 2026 A	54.523	1	$-395.268
Leila Zhang	Chief Technology Officer	17 Settembre 2026 A	60.438	2	$-649.988
Xueling Lu	Controller and PAO	17 Settembre 2026 A	9.042	2	$-1.312.404
Jeff Kuai	General Manager, Pizza Hut	17 Settembre 2026 A	63.541	4	$-944.043
Joseph Chan	Chief Legal Officer	19 Dicembre 2023 A	13.267	0	$0
Johnson Huang	Chief Customer Officer	19 Dicembre 2023 A	50.932	0	$0
Aiken Yuen	Chief People Officer	20 Giugno 2023 A	12.413	0	$0
Alice H Wang	Chief Public Affairs Officer	10 Febbraio 2023 M	20.582	0	$0
Danny Tan	Chief Supply Chain Officer	16 Settembre 2021 A	30.455	0	$0
Angela Ai	Chief Development Officer	07 Febbraio 2020 A	5.256	0	$0
Ted Lee	GM Little Sheep & East Dawning	07 Febbraio 2020 A	1.491	0	$0
Shella Ng	Chief Legal Officer, Corp. Sec	27 Marzo 2019 M	31.736	0	$0
Riu Sun	Chief Growth Officer	04 Gennaio 2019 M	8.663	0	$0
Christabel Lo	Chief People Officer	04 Gennaio 2018 M	8.018	0	$0
Hill Paul A.	Vice President, Controller	10 Febbraio 2017 A	3.639	0	$0
Zhe David Wei	Direttore	01 Giugno 2026 A	7.258	0	$0
Grace Xin Ge	Direttore	01 Giugno 2026 A	9.126	0	$0
Christina (Xiaojing) Zhu	Direttore	01 Giugno 2026 A	25.215	0	$0
Min (Jenny) Zhang	Direttore	01 Giugno 2026 A	17.513	0	$0
William Wang Yang	Direttore	01 Giugno 2026 A	64.852	0	$0
Ruby Rong Lu	Direttore	01 Giugno 2026 A	73.935	0	$0
Zili Shao	Direttore	01 Giugno 2026 A	56.551	0	$0
Edouard Ettedgui	Direttore	01 Giugno 2026 A	67.324	0	$0
Fred Hu	Direttore	01 Giugno 2026 A	95.455	0	$0
Mikel A. Durham	Direttore	01 Giugno 2026 A	17.572	0	$0
David L Hoffmann	Direttore	01 Giugno 2026 A	27.336	0	$0
Robert Blaine Aiken Jr	Direttore	01 Giugno 2025 A	15.925	0	$0
Peter A Bassi	Direttore	01 Giugno 2024 A	55.908	0	$0
Cyril Han	Direttore	01 Giugno 2022 A	22.526	0	$0
Louis Hsieh	Direttore	01 Giugno 2022 A	64.739	0	$0
Ed Yiu-Cheong Chan	Direttore	01 Giugno 2020 A	27.876	0	$0
Christain Campbell	Direttore	01 Giugno 2020 A	59.877	0	$0
Muktesh Pant	Direttore	11 Novembre 2019 M	307.145	0	$0
Jonathan S Linen	Direttore	31 Ottobre 2018 J	58.749	0	$0
YUM BRANDS INC	Proprietario del 10%	31 Ottobre 2016 J	0	0	$0

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

Proprietà ETF Posseduti da 24 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
PGJ · Invesco Exchange-Traded Fund Trust	7,90%	161.667 SH	02 Ottobre 2026	Giornaliero
CHIQ · Global X Funds	3,44%	93.798 NS	31 Luglio 2026	N-PORT
EPEM · Harbor ETF Trust	2,31%	3.881 NS	31 Luglio 2026	N-PORT
TIIV · ETF Series Solutions	1,62%	11.008 NS	31 Luglio 2026	N-PORT
EPIN · Harbor ETF Trust	1,23%	2.000 NS	31 Luglio 2026	N-PORT
JDIV · J.P. Morgan Exchange-Traded Fund Tr…	0,84%	2.245 NS	31 Luglio 2026	N-PORT
CZA · Invesco Exchange-Traded Fund Trust	0,80%	39.617 SH	02 Ottobre 2026	Giornaliero
JGLO · J.P. Morgan Exchange-Traded Fund Tr…	0,77%	1.064.569 NS	31 Luglio 2026	N-PORT
DEHP · Dimensional ETF Trust	0,75%	66.214 NS	31 Luglio 2026	N-PORT
IQSM · New York Life Investments ETF Trust	0,66%	44.834 NS	31 Luglio 2026	N-PORT
VLLU · Harbor ETF Trust	0,55%	533 NS	31 Luglio 2026	N-PORT
PKW · Invesco Exchange-Traded Fund Trust	0,50%	205.475 SH	02 Ottobre 2026	Giornaliero
BKMC · BNY Mellon ETF Trust	0,42%	56.175 NS	31 Luglio 2026	N-PORT
JADE · J.P. Morgan Exchange-Traded Fund Tr…	0,36%	2.261 NS	31 Luglio 2026	N-PORT
JEMA · J.P. Morgan Exchange-Traded Fund Tr…	0,25%	85.726 NS	31 Luglio 2026	N-PORT
DFEM · Dimensional ETF Trust	0,22%	403.576 NS	31 Luglio 2026	N-PORT
PXH · Invesco Exchange-Traded Fund Trust …	0,21%	104.253 SH	02 Ottobre 2026	Giornaliero
DFAE · Dimensional ETF Trust	0,16%	309.750 NS	31 Luglio 2026	N-PORT
BBEM · J.P. Morgan Exchange-Traded Fund Tr…	0,13%	20.103 NS	31 Luglio 2026	N-PORT
TIER · T. Rowe Price Exchange-Traded Funds…	0,10%	750 NS	31 Luglio 2026	N-PORT
DFAX · Dimensional ETF Trust	0,09%	229.023 NS	31 Luglio 2026	N-PORT
TLTE · FlexShares Trust	0,06%	4.508 NS	31 Luglio 2026	N-PORT
ROAM · Lattice Strategies Trust	0,06%	1.300 NS	31 Luglio 2026	N-PORT
DFEV · Dimensional ETF Trust	0,02%	9.900 NS	31 Luglio 2026	N-PORT

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

21

rating · 29 analisti COMPRA

Target mediano $61.00 +52,6%

9 31,0% Acquisto forte

17 58,6% Compra

3 10,3% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

20 analisti · 2026-09-28

Target medio $61.91 +54,9%

← Sotto tutti i target Prezzo attuale $39.98

Basso$52.00 Media$61.91 Alto$77.00

Ultime notizie Notizie recenti che menzionano questa società

23

Yum China (YUMC) Trascrizione degli utili del Q1 2026 Yahoo Finance · 4 mesi, 4 settimane fa

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

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

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

YUMC Yum China Holdings, Inc. Common Stock

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

YUMC 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

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

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

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

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

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

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

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

Proprietari istituzionali (13F) 720 filer · $11.3B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 1 partecipazione

Insider aziendali 45 insider · 25 dirigenti · 20 direttori

Proprietà ETF Posseduti da 24 ETF

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

Target Price a 12 Mesi

Ultime notizie Notizie recenti che menzionano questa società

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