MMSI Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

03

Fiyat $85.37

Piyasa Değeri (MRQ) $5.10B

P/E (TTM) 35.1

Hisse Başına Kâr (TTM) $2.43

Gelir (TTM) $1.58B

ROE (TTM) 9.2%

D/E Borç/Özsermaye (MRQ) 0.4

52 Haftlık Aralık $60–$95

MMSI Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

04

aralık

çubuklar

Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.

Hisse bölünmeleri 6

Ex-tarihi	Bölünme	Tür
06 Mayıs 2011	5-for-4	İleri
03 Aralık 2003	4-for-3	İleri
15 Ağustos 2003	4-for-3	İleri
12 Nisan 2002	5-for-4	İleri
28 Ağustos 2001	5-for-4	İleri
16 Temmuz 1991	3-for-2	İleri

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

06

Gelir$1.52B

2016-12-31 → 2025-12-31

Hisse Başına Kâr$2.13

2016-12-31 → 2025-12-31

Serbest Nakit Akışı$216M

2016-12-31 → 2025-12-31

Net kar marjı9.2%

2016-12-31 → 2025-12-31

Değerleme ve Oranlar 07–12

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik	MMSI	5Y ort.	Akran Ortalaması	Sonuç
P/E (TTM)	35.15Y ort. ≈53.0	≈53.0	28.6	Adil değer
F/S (TTM)	3.25Y ort. ≈3.4	≈3.4	2.6	Adil değer
F/D (MRQ)	3.05Y ort. ≈3.5	≈3.5	2.6	Adil değer
EV / EBITDA	17.55Y ort. ≈22.5	≈22.5	16.4	Aşırı değerli
Fiyat / Serbest Nakit Akışı (TTM)	25.15Y ort. ≈38.0	≈38.0	·	·
Fiyat / Nakit Akışı (TTM)	18.05Y ort. ≈26.8	≈26.8	17.6	Adil değer
EV / Revenue (EV / Gelir)	3.55Y ort. ≈3.6	≈3.6	·	·
EV / FCF	24.95Y ort. ≈39.7	≈39.7	·	·
Price / Tangible Book (Fiyat / Maddi Defter Değeri)	4.75Y ort. ≈5.4	≈5.4	·	·

Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik	MMSI	5Y ort.	Akran Ortalaması	Sonuç
Brüt Kar Marjı (TTM)	49.5%5Y ort. ≈46.4%	≈46.4%	56.7%	Zayıf
Faaliyet Kâr Marjı (TTM)	12.8%5Y ort. ≈8.8%	≈8.8%	14.5%	Aynı seviyede
FAVÖK Marjı (TTM)	20.6%5Y ort. ≈16.4%	≈16.4%	17.6%	En üst düzey
Vergi Öncesi Kar Marjı (TTM)	12.3%5Y ort. ≈8.1%	≈8.1%	13.1%	Aynı seviyede
Net Kâr Marjı (TTM)	9.2%5Y ort. ≈6.7%	≈6.7%	9.5%	Aynı seviyede
ROA (TTM)	5.3%5Y ort. ≈4.3%	≈4.3%	4.5%	Aynı seviyede
ROE (TTM)	9.2%5Y ort. ≈6.9%	≈6.9%	9.3%	Aynı seviyede
ROIC	6.0%5Y ort. ≈5.3%	≈5.3%	5.9%	Aynı seviyede

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik	MMSI	5Y ort.	Akran Ortalaması	Sonuç
Borç / Öz Sermaye (MRQ)	0.45Y ort. ≈0.4	≈0.4	0.5	Aynı seviyede
Cari Oran (MRQ)	4.25Y ort. ≈3.6	≈3.6	2.1	Güçlü likidite
Quick Ratio (Cari Oran)	2.75Y ort. ≈2.1	≈2.1	0.8	Güçlü likidite
Uzun Vadeli Borç / Özkaynak (MRQ)	0.45Y ort. ≈0.4	≈0.4	0.6	Düşük borç

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik	MMSI	5Y ort.	Akran Ortalaması	Sonuç
Revenue YoY (Gelir Yıllık Bazda)	11.8%5Y ort. ≈9.5%	≈9.5%	·	·
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)	9.6%5Y ort. ≈9.0%	≈9.0%	·	·
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)	9.5%	·	·	·
EPS YoY (EPS YB)	4.9%5Y ort. ≈27.3%	≈27.3%	·	·
Net Income YoY (Net Gelir Yıllık Bazda)	6.8%5Y ort. ≈28.7%	≈28.7%	·	·
EPS CAGR 3Y (EPS Bileşik Yıllık Büyüme Oranı 3Y)	18.2%	·	·	·
Net Income CAGR 3Y (Net Gelir Bileşik Yıllık Büyüme Oranı 3Y)	19.9%	·	·	·

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik	MMSI	5Y ort.	Akran Ortalaması	Sonuç
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))	$2.135Y ort. ≈$1.58	≈$1.58	·	·
Revenue / Share (Hisse Başına Gelir)	$25.075Y ort. ≈$21.33	≈$21.33	·	·
Cash Flow / Share (Hisse Başına Nakit Akışı)	$4.925Y ort. ≈$2.99	≈$2.99	·	·
Cash / Share (Hisse Başına Nakit)	$7.515Y ort. ≈$4.97	≈$4.97	·	·

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik	MMSI	5Y ort.	Akran Ortalaması	Sonuç
Asset Turnover (Aktif Devir Hızı)	0.65Y ort. ≈0.6	≈0.6	0.6	Aynı seviyede
Inventory Turnover (Stok Devir Hızı)	2.45Y ort. ≈2.5	≈2.5	3.1	Zayıf
Receivables Turnover (Alacak Devir Hızı)	7.75Y ort. ≈7.4	≈7.4	7.2	Aynı seviyede
Revenue / Employee (Çalışan Başına Gelir)	≈$202.1K	·	·	·

değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

14

Ort. Sürpriz 12.8%

Sonraki Rapor Eki 28, 2026

Dönem	Rapor	EPS Gerçek	EPS Tahmin	Sürpriz
30 Haziran 2026	Tem 28, 2026	$1.19	$0.98	21.7%
31 Mart 2026		$0.94	$0.85	10.7%
31 Aralık 2025		$1.04	$0.97	6.9%
30 Eylül 2025		$0.92	$0.85	8.4%
30 Haziran 2025		$1.01	$0.87	16.4%
31 Mart 2025		$0.86	$0.76	12.6%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

15

Gelir Tablosu 18

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$1.52B	$1.36B	$1.26B	$1.15B	$1.07B	$964M	$995M	$883M	$728M	$604M	$542M	$510M
Cost of Revenue	$778M	$713M	$673M	$632M	$589M	$563M	$562M	$488M	$402M	$339M	$306M	$284M
Gross Profit	$738M	$643M	$584M	$519M	$485M	$401M	$432M	$395M	$326M	$265M	$236M	$225M
R&D Expense	·	·	·	·	·	·	·	$60M	$51M	$45M	$41M	$37M
SG&A Expense	$455M	$400M	$374M	$343M	$336M	$298M	$327M	$276M	$229M	$184M	$156M	$148M
Operating Expenses	$554M	$488M	$460M	$432M	$424M	$403M	$417M	$336M	$293M	$230M	$198M	$185M
Operating Income	$185M	$156M	$124M	$88M	$61M	$-2M	$15M	$59M	$33M	$35M	$38M	$40M
Interest Expense	·	·	$16M	$6M	$5M	$10M	$12M	$10M	$8M	$9M	$6M	$9M
Interest Income	·	·	·	·	·	·	·	$1M	$381.0K	$81.0K	$272.0K	$217.0K
Other Non-op	$-2M	$-711.0K	$1M	$966.0K	$-3M	$-2M	$-537.0K	$63.0K	$-872.0K	$-773.0K	$-386.0K	$18.0K
Pretax Income	$171M	$150M	$112M	$83M	$54M	$-13M	$2M	$50M	$36M	$25M	$31M	$32M
Income Tax	$42M	$30M	$18M	$8M	$5M	$-3M	$-3M	$8M	$8M	$5M	$7M	$9M
Net Income	$128M	$120M	$94M	$75M	$48M	$-10M	$5M	$42M	$28M	$20M	$24M	$23M
EPS (Basic)	$2.17	$2.07	$1.64	$1.31	$0.86	$-0.18	$0.10	$0.80	$0.56	$0.45	$0.54	$0.53
EPS (Diluted)	$2.13	$2.03	$1.62	$1.29	$0.84	$-0.18	$0.10	$0.78	$0.55	$0.45	$0.53	$0.53
Shares (Basic)	59,158,000	58,218,000	57,593,000	56,806,000	56,145,000	55,434,000	55,075,000	52,268,000	48,805,000	44,408,000	44,036,000	43,143,000
Shares (Diluted)	60,460,000	59,365,000	58,356,000	57,671,000	57,359,000	55,434,000	56,235,000	53,931,000	50,101,000	44,862,000	44,511,000	43,409,000
EBITDA	$308M	·	$214M	$169M	$145M	$93M	·	$128M	$87M	$79M	$75M	$76M

Bilanço 27

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$446M	$377M	$587M	$58M	$68M	$57M	$44M	$67M	$32M	$19M	$4M	$7M
Receivables	$204M	$190M	$178M	$165M	$152M	$147M	$155M	$137M	$106M	$81M	$70M	$73M
Inventory	$334M	$306M	$304M	$266M	$222M	$198M	$226M	$198M	$155M	$121M	$106M	$92M
Prepaid Expense	$31M	$29M	$24M	$22M	$16M	$13M	$12M	$11M	$9M	$6M	$6M	$5M
Current Assets	$1.04B	$924M	$1.11B	$529M	$482M	$430M	$455M	$430M	$316M	$243M	$204M	$192M
PP&E (Net)	$428M	$386M	$384M	$383M	$372M	$383M	$379M	$331M	$293M	$277M	$268M	$244M
PP&E (Gross)	$805M	$738M	$713M	$686M	$652M	$643M	$610M	$541M	$478M	$439M	$408M	$365M
Accum. Depreciation	$376M	$352M	$329M	$303M	$281M	$261M	$232M	$210M	$186M	$162M	$140M	$121M
Goodwill	$507M	$464M	$382M	$360M	$362M	$364M	$353M	$335M	$238M	$212M	$184M	$184M
Intangibles	·	·	·	·	·	·	·	$80M	·	·	·	·
Other Non-current Assets	$78M	$65M	$55M	$44M	$41M	$38M	$41M	$58M	$35M	$28M	$13M	$16M
Total Assets	$2.69B	$2.42B	$2.33B	$1.66B	$1.65B	$1.66B	$1.76B	$1.62B	$1.11B	$943M	$779M	$747M
Accrued Liabilities	$159M	$134M	$120M	$123M	$159M	$112M	$105M	$96M	$59M	$46M	$38M	$34M
Short-term Debt	·	·	·	·	·	·	·	$7M	$7M	$0	·	·
Current Liabilities	$240M	$216M	$204M	$221M	$236M	$185M	$182M	$175M	$116M	$88M	$88M	$75M
Capital Leases	$77M	$55M	$56M	$60M	$62M	$71M	$73M	·	·	·	·	·
Deferred Tax	$20M	$240.0K	$6M	$18M	$32M	$33M	$45M	$56M	$23M	$26M	$11M	$6M
Other Non-current Liabilities	$10M	$15M	$14M	$15M	$24M	$53M	$56M	$65M	$16M	$4M	$4M	$3M
Total Liabilities	$1.10B	$1.04B	$1.12B	$520M	$608M	$706M	$807M	$687M	$435M	$445M	$313M	$312M
Long-term Debt	$734M	$730M	$823M	$198M	$243M	$351M	$439M	$395M	$278M	$324M	$208M	$224M
Total Debt	$734M	·	$823M	$198M	$243M	$351M	·	$402M	$285M	$324M	$208M	$224M
Common Stock	$764M	$703M	$638M	$675M	$642M	$606M	$587M	$571M	$353M	$206M	$198M	$188M
Retained Earnings	$824M	$696M	$575M	$481M	$406M	$358M	$368M	$363M	$321M	$294M	$274M	$250M
AOCI	$-4M	$-19M	$-11M	$-12M	$-8M	$-5M	$-5M	$-2M	$2M	$-2M	$-5M	$-2M
Stockholders' Equity	$1.58B	$1.38B	$1.20B	$1.14B	$1.04B	$959M	$950M	$933M	$676M	$498M	$466M	$435M
Liabilities + Equity	$2.69B	$2.42B	$2.33B	$1.66B	$1.65B	$1.66B	$1.76B	$1.62B	$1.11B	$943M	$779M	$747M
Shares Outstanding	59,424,000	58,743,000	57,858,000	57,306,000	56,570,000	55,623,000	55,213,000	54,893,000	50,248,000	44,645,000	44,267,000	43,614,000

Nakit Akışı 18

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$123M	$103M	$90M	$82M	$84M	$94M	$92M	$70M	$54M	$44M	$37M	$36M
Stock-based Comp	$43M	$28M	$21M	$18M	$16M	$14M	$9M	$6M	$4M	$3M	$2M	$1M
Deferred Tax	$5M	$-15M	$-13M	$-15M	$-5M	$-11M	$-12M	$2M	$-1M	$-962.0K	$3M	$4M
Amort. of Intangibles	$85M	$66M	$56M	$48M	$50M	$59M	$61M	$41M	$27M	$19M	$15M	$15M
Restructuring	$6M	$3M	$3M	$7M	·	·	·	·	·	·	·	·
Other Non-cash	$-3M	·	$-48M	$-45M	$3M	$78M	·	$-33M	$-21M	$-12M	$3M	·
Operating Cash Flow	$297M	$221M	$145M	$114M	$147M	$165M	$78M	$87M	$63M	$54M	$69M	$53M
CapEx	$82M	$35M	$34M	$45M	$28M	$46M	$78M	$63M	$39M	$33M	$51M	$34M
Investing Cash Flow	$-247M	$-369M	$-175M	$-57M	$-37M	$-59M	$-134M	$-379M	$-147M	$-159M	$-62M	$-36M
Debt Issued	·	·	·	$215M	$98M	$69M	$247M	$639M	$197M	$220M	$152M	$144M
Net Debt Issued	·	·	·	$-45M	$-108M	$-88M	·	$116M	$-46M	$117M	$-17M	$-25M
Stock Issued	$28M	$41M	$16M	$20M	$21M	$7M	$6M	$215M	$144M	$5M	$7M	$8M
Net Stock Activity	$28M	·	$16M	$20M	$21M	$7M	·	$215M	$144M	$5M	$7M	$8M
Financing Cash Flow	$16M	$-60M	$559M	$-60M	$-98M	$-96M	$34M	$328M	$97M	$121M	$-10M	$-17M
Net Change in Cash	$70M	$-210M	$529M	$-7M	$11M	$13M	$-23M	$35M	$13M	$15M	$-3M	$-104.0K
Taxes Paid	$31M	$45M	$32M	$17M	$9M	$9M	$12M	$9M	$6M	$2M	$3M	$3M
Free Cash Flow	$216M	·	$111M	$69M	$119M	$119M	·	$23M	$24M	$21M	$18M	$19M
Levered FCF	·	·	$98M	$64M	$115M	$112M	·	$14M	$18M	$14M	$14M	$13M

Kârlılık 8

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	48.7%	·	46.4%	45.1%	45.2%	41.6%	·	44.7%	44.8%	43.9%	43.5%	44.2%
Operating Margin	12.2%	·	9.9%	7.6%	5.7%	-0.16%	·	6.6%	4.5%	5.8%	6.9%	7.9%
Net Margin	8.5%	·	7.5%	6.5%	4.5%	-1.0%	·	4.8%	3.8%	3.3%	4.4%	·
Pretax Margin	11.3%	·	8.9%	7.2%	5.0%	-1.4%	·	5.6%	4.9%	4.2%	5.8%	6.2%
EBITDA Margin	20.3%	·	17.0%	14.7%	13.5%	9.6%	·	14.5%	11.9%	13.0%	13.8%	14.9%
ROA	5.0%	·	4.7%	4.5%	2.9%	-0.58%	·	3.1%	2.7%	2.3%	3.1%	·
ROE	8.4%	·	7.8%	6.7%	4.7%	-1.0%	·	4.5%	4.7%	4.2%	5.3%	·
ROIC	6.0%	·	5.2%	5.9%	4.3%	-0.09%	·	3.7%	2.6%	3.4%	4.2%	4.4%

Likidite ve Solventlik 5

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	4.3	·	5.4	2.4	2.0	2.3	·	2.5	2.7	2.8	2.3	2.5
Quick Ratio	2.7	·	3.8	1.0	0.9	1.1	·	1.2	1.2	1.1	0.8	1.1
Debt / Equity	0.5	·	0.7	0.2	0.2	0.4	·	0.4	0.4	0.7	0.4	0.5
LT Debt / Equity	0.5	·	0.7	0.2	0.2	0.4	·	0.4	0.4	0.6	0.4	0.5
Interest Coverage	·	·	8.0	13.8	11.6	-0.2	·	5.7	4.3	4.0	6.0	4.5

Verimlilik 3

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.6	·	0.6	0.7	0.6	0.6	·	0.6	0.7	0.7	0.7	0.7
Inventory Turnover	2.4	·	2.4	2.6	2.8	2.7	·	2.8	2.9	3.0	3.1	3.3
Receivables Turnover	7.7	·	7.3	7.3	7.2	6.4	·	7.3	7.8	8.0	7.6	7.7

Hisse Başına 5

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$26.66	·	$20.77	$19.97	$18.38	$17.23	·	$16.99	$13.46	$11.16	$10.53	$9.98
Revenue / Share	$25.07	·	$21.55	$19.96	$18.74	$17.39	·	$16.37	$14.53	$13.46	$12.18	$11.74
Cash Flow / Share	$4.92	·	$2.49	$1.98	$2.57	$2.98	·	$1.60	$1.25	$1.19	$1.56	$1.23
Cash / Share	$7.51	·	$10.15	$1.02	$1.20	$1.02	·	$1.23	$0.64	$0.43	$0.09	$0.17
EPS (TTM)	$2.13	$2.03	$1.62	$1.29	$0.84	$-0.18	$0.10	$0.78	$0.55	$0.45	$0.53	$0.53

Büyüme Oranları 7

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	11.8%	7.9%	9.2%	7.1%	11.5%	·	·	·	·	·	·	·
Revenue CAGR 3Y	9.6%	8.1%	9.3%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	9.5%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	4.9%	25.3%	25.6%	53.6%	·	·	·	·	·	·	·	·
EPS CAGR 3Y	18.2%	34.2%	·	·	·	·	·	·	·	·	·	·
Net Income YoY	6.8%	27.5%	26.7%	53.8%	·	·	·	·	·	·	·	·
Net Income CAGR 3Y	19.9%	35.4%	·	·	·	·	·	·	·	·	·	·

Değerleme (TTM) 14

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$1.52B	$1.36B	$1.26B	$1.15B	$1.07B	$964M	$995M	$883M	$728M	$604M	$542M	$510M
Net Income TTM	$128M	$120M	$94M	$75M	$48M	$-10M	$5M	$42M	$28M	$20M	$24M	$23M
Market Cap	$5.24B	·	$4.39B	$4.05B	$3.52B	$3.09B	·	$3.06B	$2.17B	$1.18B	$823M	$756M
Enterprise Value	$5.53B	·	$4.63B	$4.19B	$3.70B	$3.38B	·	$3.40B	$2.42B	$1.49B	$1.03B	$973M
P/E	41.4	47.6	46.9	54.7	74.2	-308.4	312.2	71.6	78.5	58.9	35.1	32.7
P/S	3.5	·	3.5	3.5	3.3	3.2	·	3.5	3.0	2.0	1.5	1.5
P/B	3.3	·	3.7	3.5	3.4	3.2	·	3.3	3.2	2.4	1.8	1.7
P / Tangible Book	4.9	6.2	5.4	5.2	5.2	5.2	·	·	·	·	·	·
P / Cash Flow	17.6	·	30.3	35.4	23.9	18.7	·	35.4	34.6	22.1	11.8	14.2
P / FCF	24.3	·	39.6	58.4	29.5	25.9	·	132.0	90.1	57.0	44.5	39.5
EV / EBITDA	17.9	·	21.6	24.7	25.5	36.6	·	26.5	28.0	18.9	13.7	12.8
EV / FCF	25.6	·	41.8	60.4	31.0	28.4	·	146.4	100.6	71.7	55.5	50.8
EV / Revenue	3.6	·	3.7	3.6	3.4	3.5	·	3.8	3.3	2.5	1.9	1.9
Earnings Yield	2.4%	2.1%	2.1%	1.8%	1.4%	-0.32%	0.32%	1.4%	1.3%	1.7%	2.9%	3.1%

Gelir Tablosu 16

Metrik	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	$419M	$382M	$394M	$384M	$382M	$355M	$355M	$340M	$338M	$324M	$325M	$315M	$320M	$298M	$293M	$287M
Cost of Revenue	$204M	$197M	$199M	$198M	$198M	$183M	$182M	$182M	$177M	$172M	$174M	$173M	$167M	$159M	$159M	$159M
Gross Profit	$215M	$185M	$195M	$186M	$184M	$172M	$173M	$158M	$161M	$152M	$151M	$142M	$153M	$138M	$135M	$129M
SG&A Expense	$129M	$118M	$115M	$120M	$113M	$107M	$111M	$100M	$95M	$94M	$96M	$87M	$101M	$90M	$83M	$90M
Operating Expenses	$155M	$141M	$141M	$144M	$138M	$131M	$136M	$120M	$115M	$116M	$117M	$107M	$124M	$112M	$104M	$110M
Operating Income	$60M	$44M	$54M	$43M	$47M	$41M	$37M	$37M	$46M	$36M	$34M	$35M	$29M	$26M	$30M	$19M
Interest Expense	·	·	·	·	·	·	·	·	·	$8M	·	$5M	$4M	$2M	·	$2M
Other Non-op	$-723.0K	$12M	$-675.0K	$-933.0K	$-487.0K	$-297.0K	$-167.0K	$245.0K	$15.0K	$-804.0K	$909.0K	$-255.0K	$-451.0K	$997.0K	$2M	$660.0K
Pretax Income	$51M	$54M	$51M	$39M	$43M	$38M	$33M	$37M	$46M	$34M	$31M	$30M	$25M	$26M	$30M	$18M
Income Tax	$13M	$13M	$13M	$11M	$11M	$8M	$5M	$8M	$10M	$6M	$4M	$4M	$5M	$5M	$-3M	$2M
Net Income	$39M	$41M	$38M	$28M	$33M	$30M	$28M	$28M	$36M	$28M	$28M	$26M	$20M	$21M	$33M	$15M
EPS (Basic)	$0.65	$0.69	$0.64	$0.47	$0.55	$0.51	$0.48	$0.49	$0.61	$0.49	$0.48	$0.45	$0.35	$0.36	$0.58	$0.27
EPS (Diluted)	$0.65	$0.68	$0.64	$0.46	$0.54	$0.49	$0.46	$0.48	$0.61	$0.48	$0.47	$0.44	$0.35	$0.36	$0.57	$0.27
Shares (Basic)	59,679,000	59,510,000	·	59,245,000	59,140,000	58,897,000	·	58,231,000	58,139,000	57,958,000	·	57,682,000	57,537,000	57,352,000	·	56,835,000
Shares (Diluted)	60,006,000	60,013,000	·	59,919,000	60,611,000	61,278,000	·	59,537,000	58,740,000	58,567,000	·	58,375,000	58,473,000	58,183,000	·	57,586,000
EBITDA	$91M	$75M	·	$74M	$78M	$70M	·	$37M	$46M	$60M	·	$35M	$29M	$47M	·	$19M

Bilanço 25

Metrik	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	$449M	$488M	$446M	$392M	$342M	$396M	$377M	$523M	$637M	$582M	$587M	$59M	$72M	$58M	$58M	$51M
Receivables	$224M	$206M	$204M	$210M	$204M	$200M	$190M	$190M	$182M	$181M	·	$168M	$171M	$170M	·	$156M
Inventory	$374M	$352M	$334M	$327M	$323M	$318M	$306M	$311M	$298M	$303M	·	$304M	$306M	$290M	·	$247M
Prepaid Expense	$33M	$29M	$31M	$31M	$30M	$25M	$29M	$27M	$26M	$24M	·	$28M	$25M	$20M	·	$27M
Current Assets	$1.11B	$1.10B	$1.04B	$986M	$923M	$959M	$924M	$1.08B	$1.16B	$1.11B	·	$585M	$595M	$557M	·	$500M
PP&E (Net)	$437M	$434M	$428M	$418M	$410M	$390M	$386M	$390M	$386M	$384M	$384M	$383M	$384M	$387M	$383M	$376M
PP&E (Gross)	$827M	$817M	$805M	$796M	$782M	$752M	$738M	$746M	$732M	$721M	·	$711M	$704M	$699M	·	$676M
Accum. Depreciation	$390M	$383M	$376M	$378M	$372M	$361M	$352M	$356M	$346M	$337M	·	$327M	$320M	$311M	·	$300M
Goodwill	$540M	$503M	$507M	$507M	$505M	$464M	$464M	$399M	$381M	$382M	$382M	$381M	$382M	$360M	$360M	$358M
Other Non-current Assets	$72M	$75M	$78M	$77M	$81M	$72M	$65M	$62M	$62M	$59M	·	$49M	$52M	$46M	·	$44M
Total Assets	$2.86B	$2.72B	$2.69B	$2.63B	$2.59B	$2.47B	$2.42B	$2.38B	$2.37B	$2.33B	·	$1.81B	$1.84B	$1.68B	·	$1.63B
Accrued Liabilities	$172M	$123M	$159M	$147M	$140M	$119M	$134M	$127M	$118M	$113M	·	$119M	$111M	$119M	·	$125M
Current Liabilities	$265M	$217M	$240M	$230M	$226M	$197M	$216M	$201M	$186M	$183M	·	$187M	$190M	$216M	·	$213M
Capital Leases	$73M	$75M	$77M	$78M	$78M	$78M	$55M	$57M	$58M	$60M	·	$57M	$57M	$58M	·	$60M
Deferred Tax	$40M	$20M	$20M	$27M	$27M	$247.0K	$240.0K	$6M	$6M	$6M	·	$18M	$18M	$18M	·	$31M
Other Non-current Liabilities	$47M	$25M	$10M	$13M	$12M	$12M	$15M	$17M	$16M	$15M	·	$14M	$13M	$14M	·	$16M
Total Liabilities	$1.18B	$1.09B	$1.10B	$1.10B	$1.10B	$1.04B	$1.04B	$1.05B	$1.09B	$1.09B	·	$579M	$634M	$512M	·	$544M
Long-term Debt	$736M	$735M	$734M	$733M	$732M	$731M	$730M	$751M	$801M	$800M	·	$286M	$339M	$198M	·	$217M
Total Debt	$736M	$735M	·	$733M	$732M	$731M	·	$751M	$801M	$800M	·	$286M	$339M	$198M	·	$217M
Common Stock	$784M	$769M	$764M	$747M	$735M	$718M	$703M	$669M	$659M	$649M	·	$695M	$692M	$681M	·	$658M
Retained Earnings	$904M	$865M	$824M	$786M	$758M	$726M	$696M	$668M	$639M	$603M	·	$548M	$522M	$501M	·	$447M
AOCI	$-8M	$-8M	$-4M	$-4M	$-5M	$-15M	$-19M	$-13M	$-15M	$-12M	·	$-13M	$-10M	$-11M	·	$-17M
Stockholders' Equity	$1.68B	$1.63B	$1.58B	$1.53B	$1.49B	$1.43B	$1.38B	$1.32B	$1.28B	$1.24B	$1.20B	$1.23B	$1.20B	$1.17B	$1.14B	$1.09B
Liabilities + Equity	$2.86B	$2.72B	$2.69B	$2.63B	$2.59B	$2.47B	$2.42B	$2.38B	$2.37B	$2.33B	·	$1.81B	$1.84B	$1.68B	·	$1.63B
Shares Outstanding	59,710,000	59,655,000	59,424,000	59,290,000	59,218,000	59,078,000	58,743,000	58,274,000	58,192,000	58,102,000	57,858,000	57,746,000	57,634,000	57,472,000	57,306,000	56,918,000

Nakit Akışı 16

Metrik	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	$31M	$30M	$32M	$31M	$31M	$29M	$29M	$26M	$24M	$24M	$24M	$24M	$22M	$21M	$20M	$20M
Stock-based Comp	$13M	$9M	$10M	$14M	$11M	$9M	$10M	$7M	$7M	$5M	$6M	$6M	$6M	$4M	$4M	$5M
Amort. of Intangibles	$21M	$21M	$22M	$22M	$22M	$20M	$19M	$17M	$15M	$15M	$15M	$15M	$13M	$12M	$12M	$12M
Other Non-cash	·	$-40M	·	·	·	$-28M	·	·	·	$-21M	·	·	·	$-31M	·	·
Operating Cash Flow	$69M	$41M	$99M	$75M	$83M	$41M	$69M	$47M	$69M	$36M	$62M	$51M	$17M	$15M	$28M	$35M
CapEx	$17M	$16M	$24M	$22M	$14M	$21M	$3M	$9M	$11M	$12M	$7M	$9M	$6M	$13M	$12M	$16M
Investing Cash Flow	$-110M	$8M	$-50M	$-24M	$-143M	$-30M	$-214M	$-116M	$-16M	$-22M	$-8M	$-9M	$-143M	$-15M	$-17M	$-17M
Debt Issued	·	·	·	·	·	·	·	·	·	·	·	$20M	$411M	$50M	·	$45M
Net Debt Issued	·	·	·	·	·	·	·	·	·	·	·	·	·	$-365.0K	·	·
Stock Issued	$2M	$3M	$6M	$2M	$7M	$13M	$25M	$4M	$3M	$8M	$4M	$2M	$5M	$4M	$13M	$3M
Net Stock Activity	·	$3M	·	·	·	$13M	·	·	·	$8M	·	·	·	$4M	·	·
Financing Cash Flow	$948.0K	$-6M	$5M	$-365.0K	$4M	$7M	$2M	$-48M	$3M	$-18M	$473M	$-55M	$142M	$-497.0K	$-6M	$-27M
Net Change in Cash	$-39M	$42M	$54M	$51M	$-54M	$19M	$-147M	$-113M	$55M	$-5M	$528M	$-13M	$14M	$-432.0K	$7M	$-12M
Taxes Paid	$17M	$4M	$8M	$4M	$16M	$4M	$12M	$10M	$21M	$2M	$7M	$7M	$15M	$2M	$3M	$6M
Free Cash Flow	·	$25M	·	·	·	$20M	·	·	·	$25M	·	·	·	$2M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$18M	·	·	·	$127.3K	·	·

Kârlılık 8

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	51.4%	48.4%	·	48.5%	48.2%	48.4%	·	46.4%	47.7%	46.9%	·	45.1%	47.7%	46.5%	·	44.8%
Operating Margin	14.4%	11.6%	·	11.1%	12.3%	11.6%	·	11.0%	13.6%	11.1%	·	11.2%	9.0%	8.9%	·	6.5%
Net Margin	9.3%	10.7%	·	7.2%	8.5%	8.5%	·	8.4%	10.6%	8.7%	·	8.2%	6.3%	7.0%	·	5.3%
Pretax Margin	12.2%	14.0%	·	10.0%	11.3%	10.7%	·	10.8%	13.6%	10.6%	·	9.6%	7.8%	8.6%	·	6.1%
EBITDA Margin	21.8%	19.6%	·	19.2%	20.4%	19.8%	·	11.0%	13.6%	18.4%	·	11.2%	9.0%	15.8%	·	6.5%
ROA	1.4%	1.6%	·	1.1%	1.3%	1.3%	·	1.4%	1.7%	1.4%	·	1.5%	1.2%	1.2%	·	0.93%
ROE	2.5%	2.7%	·	1.9%	2.4%	2.3%	·	2.2%	2.9%	2.3%	·	2.2%	1.8%	1.9%	·	1.5%
ROIC	1.9%	1.4%	·	1.4%	1.6%	1.5%	·	1.4%	1.7%	1.5%	·	2.0%	1.5%	1.6%	·	1.2%

Likidite ve Solventlik 5

Metrik	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	4.2	5.1	·	4.3	4.1	4.9	·	5.4	6.2	6.0	·	3.1	3.1	2.6	·	2.3
Quick Ratio	2.5	3.2	·	2.6	2.4	3.0	·	3.5	4.4	4.2	·	1.2	1.3	1.1	·	1.0
Debt / Equity	0.4	0.5	·	0.5	0.5	0.5	·	0.6	0.6	0.6	·	0.2	0.3	0.2	·	0.2
LT Debt / Equity	0.4	0.5	·	0.5	0.5	0.5	·	0.6	0.6	0.6	·	0.2	0.3	0.2	·	0.2
Interest Coverage	·	·	·	·	·	·	·	·	·	4.5	·	7.3	7.8	13.1	·	10.2

Verimlilik 3

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover	0.2	0.1	·	0.2	0.2	0.1	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2
Inventory Turnover	0.6	0.6	·	0.6	0.6	0.6	·	0.6	0.6	0.6	·	0.6	0.6	0.6	·	0.7
Receivables Turnover	2.0	1.9	·	1.9	2.0	1.9	·	1.9	1.9	1.8	·	1.9	1.9	1.8	·	1.9

Hisse Başına 5

Metrik	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	$28.13	$27.27	·	$25.80	$25.13	$24.18	·	$22.71	$22.04	$21.34	·	$21.30	$20.89	$20.39	·	$19.13
Revenue / Share	$6.98	$6.36	·	$6.41	$6.31	$5.80	·	$5.71	$5.75	$5.52	·	$5.40	$5.47	$5.11	·	$4.99
Cash Flow / Share	·	$0.68	·	·	·	$0.66	·	·	·	$0.62	·	·	·	$0.25	·	·
Cash / Share	$7.51	$8.18	·	$6.62	$5.77	$6.70	·	$8.98	$10.94	$10.02	·	$1.02	$1.25	$1.01	·	$0.90
EPS (TTM)	$2.43	$2.32	·	$1.95	$1.97	$2.04	·	$2.04	$2.00	$1.74	·	$1.72	$1.55	$1.47	·	$1.07

Değerleme (TTM) 11

Metrik	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	$1.58B	$1.54B	·	$1.48B	$1.43B	$1.39B	·	$1.33B	$1.30B	$1.28B	·	$1.23B	$1.20B	$1.17B	·	$1.14B
Net Income TTM	$146M	$139M	·	$118M	$119M	$122M	·	$120M	$117M	$102M	·	$100M	$90M	$85M	·	$62M
Market Cap	$4.14B	$4.11B	·	$4.93B	$5.54B	$6.25B	·	$5.76B	$5.00B	$4.40B	·	$3.99B	$4.82B	$4.25B	·	$3.22B
Enterprise Value	$4.43B	$4.36B	·	$5.28B	$5.93B	$6.58B	·	$5.99B	$5.17B	$4.62B	·	$4.21B	$5.09B	$4.39B	·	$3.38B
P/E	28.5	29.7	·	42.7	47.5	51.8	·	48.4	43.0	43.5	·	40.1	54.0	50.3	·	52.8
P/S	2.6	2.7	·	3.3	3.9	4.5	·	4.3	3.8	3.4	·	3.3	4.0	3.6	·	2.8
P/B	2.5	2.5	·	3.2	3.7	4.4	·	4.4	3.9	3.5	·	3.2	4.0	3.6	·	3.0
P / Tangible Book	3.6	3.7	·	4.8	5.6	6.5	·	6.2	5.6	5.1	·	4.7	5.9	5.2	·	4.4
P / Cash Flow	·	101.1	·	·	·	153.9	·	·	·	121.5	·	·	·	292.2	·	·
EV / Revenue	2.8	2.8	·	3.6	4.1	4.7	·	4.5	4.0	3.6	·	3.4	4.2	3.7	·	3.0
Earnings Yield	3.5%	3.4%	·	2.3%	2.1%	1.9%	·	2.1%	2.3%	2.3%	·	2.5%	1.8%	2.0%	·	1.9%

En son dönem solda · null değerler · olarak gösterilir

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

16

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Gelir	$1.52B	$1.36B	$1.26B	$1.15B	$1.07B
Brüt Kâr Marjı %	48.7%	·	46.4%	45.1%	45.2%
Faaliyet Kâr Marjı %	12.2%	·	9.9%	7.6%	5.7%
Net Gelir	$128M	$120M	$94M	$75M	$48M
Seyreltilmiş Hisse Başı Kâr	$2.13	$2.03	$1.62	$1.29	$0.84

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Borç / Öz Sermaye	0.5	·	0.7	0.2	0.2
Cari Oran	4.3	·	5.4	2.4	2.0
Cari Oran	2.7	·	3.8	1.0	0.9

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Serbest Nakit Akışı	$216M	·	$111M	$69M	$119M

Kurumsal Sahipler (13F) 432 dosya · $5.0B toplam · Tarih itibarıyla 30 Eylül 2026

17

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Sahipler 432

Tutulan Değer $5.0B

Yeni pozisyonlar 66

Çıkan pozisyonlar 54

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek

Yeni pozisyonlar	Çıkan pozisyonlar	Artırıldı	Azaldı	Net hisse senedi değişimi
66 (-7 önceki Ç'ye göre)	54 (+8 önceki Ç'ye göre)	179 (+21 önceki Ç'ye göre)	124 (+4 önceki Ç'ye göre)	+3.2M

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum	Değer	Hisse senetleri	% izlenen 13F'nin	Tür
BlackRock, Inc.	$656.271.332	9.464.542	13,16%	Hisse senetleri
VANGUARD GROUP INC	$580.139.066	6.582.018	11,63%	Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC	$240.875.580	3.473.833	4,83%	Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC	$179.622.080	2.590.454	3,60%	Hisse senetleri
STATE STREET CORP	$171.602.462	2.474.512	3,44%	Hisse senetleri
Conestoga Capital Advisors, LLC	$137.278.639	1.979.790	2,75%	Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC	$112.761.894	1.625.950	2,26%	Hisse senetleri
FULLER & THALER ASSET MANAGEMENT, INC.	$111.845.541	1.613.002	2,24%	Hisse senetleri
DIMENSIONAL FUND ADVISORS LP	$101.159.013	1.458.823	2,03%	Hisse senetleri
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$88.696.000	1.279.152	1,78%	Hisse senetleri
CONGRESS ASSET MANAGEMENT CO	$82.121.928	1.184.337	1,65%	Hisse senetleri
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$78.894.359	1.137.790	1,58%	Hisse senetleri
Greenhouse Funds LLLP	$74.339.275	1.072.098	1,49%	Hisse senetleri
CITIGROUP INC	$70.899.942	1.022.497	1,42%	Hisse senetleri
FMR LLC	$70.228.249	1.012.810	1,41%	Hisse senetleri
WESTWOOD HOLDINGS GROUP INC	$70.128.880	1.011.377	1,41%	Hisse senetleri
MORGAN STANLEY	$69.817.910	1.006.891	1,40%	Hisse senetleri
NEUBERGER BERMAN GROUP LLC	$69.490.329	1.002.168	1,39%	Hisse senetleri
MAVERICK CAPITAL LTD	$67.857.303	978.617	1,36%	Hisse senetleri
CITADEL ADVISORS LLC	$63.089.900	909.863	1,27%	Hisse senetleri
UBS Group AG	$59.693.419	860.880	1,20%	Alım opsiyonu
ROYAL BANK OF CANADA	$57.340.000	826.944	1,15%	Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$51.584.592	743.937	1,03%	Hisse senetleri
NORGES BANK	$49.311.834	711.160	0,99%	Hisse senetleri
NORTHERN TRUST CORP	$49.180.575	709.267	0,99%	Hisse senetleri
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$47.095.381	679.195	0,94%	Hisse senetleri
JPMORGAN CHASE & CO	$45.333.441	644.037	0,91%	Hisse senetleri
Nuveen, LLC	$41.243.018	594.794	0,83%	Hisse senetleri
Irenic Capital Management LP	$37.623.121	542.589	0,75%	Hisse senetleri
Aberdeen Group plc	$37.318.510	538.196	0,75%	Hisse senetleri
BANK OF AMERICA CORP /DE/	$37.056.114	534.412	0,74%	Hisse senetleri
WELLS FARGO & COMPANY/MN	$36.299.629	523.502	0,73%	Hisse senetleri
GOLDMAN SACHS GROUP INC	$35.240.182	508.223	0,71%	Hisse senetleri
UBS Group AG	$34.364.766	495.598	0,69%	Hisse senetleri
Iron Triangle Partners LP	$33.992.072	385.660	0,68%	Hisse senetleri
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$33.590.723	484.435	0,67%	Hisse senetleri
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$33.016.102	476.148	0,66%	Hisse senetleri
OBERWEIS ASSET MANAGEMENT INC/	$32.826.180	473.409	0,66%	Hisse senetleri
Boston Trust Walden Corp	$32.787.835	472.856	0,66%	Hisse senetleri
FRONTIER CAPITAL MANAGEMENT CO LLC	$32.488.564	468.540	0,65%	Hisse senetleri
AQR CAPITAL MANAGEMENT LLC	$32.187.698	464.201	0,65%	Hisse senetleri
NOMURA HOLDINGS INC	$30.560.634	440.736	0,61%	Hisse senetleri
TWO SIGMA INVESTMENTS, LP	$30.141.197	434.687	0,60%	Hisse senetleri
Bank of New York Mellon Corp	$28.469.500	410.578	0,57%	Hisse senetleri
Champlain Investment Partners, LLC	$28.007.951	403.922	0,56%	Hisse senetleri
VANGUARD FIDUCIARY TRUST CO	$27.570.485	397.613	0,55%	Hisse senetleri
TWO SIGMA ADVISERS, LP	$27.332.214	310.100	0,55%	Hisse senetleri
COMERICA BANK	$25.303.949	287.088	0,51%	Hisse senetleri
PRINCIPAL FINANCIAL GROUP INC	$24.312.476	350.627	0,49%	Hisse senetleri
MARSHALL WACE, LLP	$24.214.638	349.216	0,49%	Hisse senetleri

Tüm 432 kurumsal sahibi göster →

Aktivistler ve %5+ sahipler 2 pozisyon

18

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi	Dosyalandı	Hisse	Durum	Amaç	Başvuru
STARBOARD VALUE LP, STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE AND OPPORTUNITY S LLC, STARBOARD VALUE AND OPPORTUNITY C LP, STARBOARD VALUE R LP, STARBOARD VALUE R GP LLC, STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP, STARBOARD VALUE L LP, STARBOARD X MASTER FUND LTD, STARBOARD VALUE GP LLC, STARBOARD PRINCIPAL CO LP, STARBOARD PRINCIPAL CO GP LLC, JEFFREY C. SMITH, PETER A. FELD ×5 başvurular	18 Ekim 2021	·	İlk başvuru	·	SEC
Açıklanmayan raporlama kişisi, Açıklanmayan raporlama kişisi, Açıklanmayan raporlama kişisi	15 Ağustos 2001	·	İlk başvuru	·	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.

Şirket yöneticileri 40 içeriden öğrenenler · 17 yöneticiler · 23 yönetim kurulu üyeleri

19

İçeriden Öğrenen	Rol	Son işlem	Sahip olunan hisse senetleri	Alımlar 12ay	Satışlar 12ay	Net 12ay
Martha Goldberg Aronson	President and CEO	06 Mayıs 2026 P	49.792	1	0	$120.880
Raul Parra Jr.	CFO AND TREASURER	06 Mayıs 2026 P	58.843	1	0	$91.515
Bernard Birkett	Chief Financial Officer	02 Mart 2018 A	1.075	0	0	$0
Justin J. Lampropoulos	PRESIDENT, EMEA	19 Mart 2021 A	2.343	0	0	$0
Neil Peterson	CHIEF OPERATING OFFICER	24 Ağustos 2026 S	18.051	0	3	$-2.951.540
Ronald Frost	CHIEF OPERATING OFFICER	10 Ağustos 2022 M	15.144	0	0	$0
Leigh B Weintraub	COO	28 Kasım 2006 M	0	0	0	$0
Sheri Lewis	EVP of Global Operations	04 Eylül 2026 A	8.371	0	0	$0
Michel J. Voigt	CHIEF HUMAN RESOURCES OFFICER	24 Ağustos 2026 G	45.412	1	0	$136.462
Brian G. Lloyd	CHIEF LEGAL OFFICER, SECRETARY	05 Haziran 2026 G	60.132	1	0	$125.240
Christian Adam Smith	Chief Commercial Officer	11 Mayıs 2026 P	2.220	1	0	$99.186
Fred P Lampropoulos	Executive Chairman	25 Kasım 2025 S	1.019.955	0	4	$-5.189.900
Joseph Wright	CHIEF COMMERCIAL OFFICER	07 Mart 2024 M	42.223	0	0	$0
Rashelle Perry	Chief Legal Officer	30 Kasım 2015 M	9.435	0	0	$0
Greg L Barnett	Chief Accounting Officer	30 Temmuz 2015 M	1.000	0	0	$0
Martin R Stephens	Executive V.P. of Sales	13 Şubat 2015 A	0	0	0	$0
Brian L Ferrand	Director of Sales	10 Haziran 2004 A	13.870	0	0	$0
Thomas James Gunderson	Yönetim kurulu üyesi	20 Mayıs 2026 M	60.741	0	0	$0
Silvia Perez	Yönetim kurulu üyesi	18 Mayıs 2026 A	8.040	0	0	$0
Stephen C. Evans	Yönetim kurulu üyesi	18 Mayıs 2026 A	10.266	0	0	$0
Lynne Ward	Yönetim kurulu üyesi	18 Mayıs 2026 A	11.266	0	1	$-313.050
Laura S. Kaiser	Yönetim kurulu üyesi	18 Mayıs 2026 A	13.352	0	0	$0
Ann F. Millner	Yönetim kurulu üyesi	18 Mayıs 2026 A	38.000	0	0	$0
Lonny J Carpenter	Yönetim kurulu üyesi	18 Mayıs 2026 A	20.824	0	0	$0
Scott R. Ward	Yönetim kurulu üyesi	18 Mayıs 2026 A	3.457	0	0	$0
Michael R. Mcdonnell	Yönetim kurulu üyesi	18 Mayıs 2026 A	9.852	0	0	$0
David Floyd	Yönetim kurulu üyesi	30 Mayıs 2025 S	4.880	0	0	$0
Scott A Anderson	Yönetim kurulu üyesi	14 Ağustos 2023 G	46.397	0	0	$0
James T. Hogan	Yönetim kurulu üyesi	24 Mayıs 2022 A	10.152	0	0	$0
Jill Anderson	Yönetim kurulu üyesi	10 Eylül 2021 S	6.252	0	0	$0
David Ming-Teh Liu	Yönetim kurulu üyesi	01 Haziran 2020 M	0	0	0	$0
Nolan E. Karras	Yönetim kurulu üyesi	28 Mayıs 2020 M	10.500	0	0	$0
Franklin J Miller	Yönetim kurulu üyesi	12 Mart 2020 M	32.566	0	0	$0
Michael E Stillabower	Yönetim kurulu üyesi	02 Ağustos 2019 M	107.868	0	0	$0
Kent W Stanger	Yönetim kurulu üyesi	31 Mayıs 2019 A	415.087	0	0	$0
Elizabeth Huebner	Yönetim kurulu üyesi	07 Ocak 2019 A	·	0	0	$0
Rex C Bean	Yönetim kurulu üyesi	22 Mayıs 2013 A	0	0	0	$0
James J Ellis	Yönetim kurulu üyesi	11 Ağustos 2011 A	4.251	0	0	$0
Richard W Edelman	·	01 Ağustos 2017 M	6.000	0	0	$0
Arlin D Nelson	·	31 Temmuz 2013 A	5.146	0	0	$0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

ETF sahipliği 59 ETF'ler tarafından tutuluyor

20

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon	Ağırlık	Birimler	Tarih itibarıyla	Kaynak
PSCH · Invesco Exchange-Traded Fund Trust …	2,77%	57.442 SH	01 Ekim 2026	Günlük
RSMC · Tidal Trust III	1,69%	151.442 NS	31 Temmuz 2026	N-PORT
CAFG · Pacer Funds Trust	0,58%	2.059 NS	31 Temmuz 2026	N-PORT
QQQS · Invesco Exchange-Traded Fund Trust …	0,49%	1.317 SH	01 Ekim 2026	Günlük
QVMS · Invesco Exchange-Traded Fund Trust …	0,34%	9.361 SH	01 Ekim 2026	Günlük
VIOG · VANGUARD ADMIRAL FUNDS	0,28%	44.733 SH	19 Ağustos 2026	Günlük
VTWV · VANGUARD SCOTTSDALE FUNDS	0,24%	47.406 SH	19 Ağustos 2026	Günlük
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,23%	16.316 NS	31 Temmuz 2026	N-PORT
VIOO · VANGUARD ADMIRAL FUNDS	0,22%	208.725 SH	19 Ağustos 2026	Günlük
BKSE · BNY Mellon ETF Trust	0,22%	2.237 NS	31 Temmuz 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,20%	16.093 NS	31 Temmuz 2026	N-PORT
FNY · First Trust Exchange-Traded AlphaDE…	0,19%	13.237 NS	31 Temmuz 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,19%	60.230 SH	01 Ekim 2026	Günlük
ESML · iShares Trust	0,17%	55.036 SH	11 Eylül 2026	Günlük
IWM · iShares Trust	0,17%	1.530.169 SH	11 Eylül 2026	Günlük
ISCG · iShares Trust	0,17%	18.763 SH	11 Eylül 2026	Günlük
RSSL · Global X Funds	0,16%	28.650 NS	31 Temmuz 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,16%	46.836 SH	19 Ağustos 2026	Günlük
FSMD · FIDELITY COVINGTON TRUST	0,14%	42.566 NS	31 Temmuz 2026	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0,13%	344.226 SH	19 Ağustos 2026	Günlük
DFAS · Dimensional ETF Trust	0,11%	198.844 NS	31 Temmuz 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,11%	750.481 SH	19 Ağustos 2026	Günlük
RWJ · Invesco Exchange-Traded Fund Trust …	0,10%	22.960 SH	01 Ekim 2026	Günlük
EBIT · Harbor ETF Trust	0,09%	128 NS	31 Temmuz 2026	N-PORT
FHLC · FIDELITY COVINGTON TRUST	0,07%	28.267 NS	31 Temmuz 2026	N-PORT
DFAT · Dimensional ETF Trust	0,07%	114.374 NS	31 Temmuz 2026	N-PORT
VHT · VANGUARD WORLD FUND	0,06%	179.431 SH	19 Ağustos 2026	Günlük
RILA · Spinnaker ETF Series	0,06%	274 NS	31 Temmuz 2026	N-PORT
FAD · First Trust Exchange-Traded AlphaDE…	0,06%	3.974 NS	31 Temmuz 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,05%	684.697 SH	19 Ağustos 2026	Günlük
VB · VANGUARD INDEX FUNDS	0,05%	1.300.261 SH	19 Ağustos 2026	Günlük
WSML · iShares Trust	0,05%	3.603 SH	11 Eylül 2026	Günlük
DXUV · Dimensional ETF Trust	0,05%	2.978 NS	31 Temmuz 2026	N-PORT
SMDX · Tidal Trust III	0,04%	641 NS	31 Temmuz 2026	N-PORT
IWO · iShares Trust	0,03%	53.021 SH	11 Eylül 2026	Günlük
DFUV · Dimensional ETF Trust	0,03%	46.087 NS	31 Temmuz 2026	N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe…	0,02%	705 SH	01 Ekim 2026	Günlük
DFSV · Dimensional ETF Trust	0,02%	19.861 NS	31 Temmuz 2026	N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS	0,02%	5.877 SH	19 Ağustos 2026	Günlük
DFSU · Dimensional ETF Trust	0,02%	5.119 NS	31 Temmuz 2026	N-PORT
DFAC · Dimensional ETF Trust	0,02%	97.860 NS	31 Temmuz 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,01%	1.802.894 SH	19 Ağustos 2026	Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS	0,01%	4.952 SH	19 Ağustos 2026	Günlük
ESGV · VANGUARD WORLD FUND	0,01%	13.252 SH	19 Ağustos 2026	Günlük
DFAU · Dimensional ETF Trust	0,01%	10.500 NS	31 Temmuz 2026	N-PORT
ITOT · iShares Trust	0,01%	77.615 SH	11 Eylül 2026	Günlük
IWV · iShares Trust	0,01%	15.969 SH	10 Eylül 2026	Günlük
DCOR · Dimensional ETF Trust	0,01%	2.524 NS	31 Temmuz 2026	N-PORT
DFUS · Dimensional ETF Trust	0,01%	12.562 NS	31 Temmuz 2026	N-PORT
TILT · FlexShares Trust	0,00%	1.106 NS	31 Temmuz 2026	N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	43.777 SH	19 Ağustos 2026	Günlük
IJR · iShares Trust	·	3.640.541 SH	10 Eylül 2026	Günlük
IJT · iShares Trust	·	355.553 SH	09 Eylül 2026	Günlük
IJS · iShares Trust	·	196.617 SH	08 Eylül 2026	Günlük
IWN · iShares Trust	·	508.066 SH	11 Eylül 2026	Günlük
XJR · iShares Trust	·	8.250 SH	31 Ağustos 2026	Günlük
ISCB · iShares Trust	·	2.653 SH	11 Eylül 2026	Günlük
SMLF · iShares Trust	·	49.362 SH	11 Eylül 2026	Günlük
SMMV · iShares Trust	·	19.165 SH	19 Ağustos 2026	Günlük

MMSI Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

21

derecelendirme · 17 analist AL

Medyan hedef $100.00 +17,1%

6 35,3% Güçlü Al

8 47,1% Al

3 17,6% Tut

0 0,0% Sat

0 0,0% Güçlü Sat

12 Aylık Fiyat Hedefi

11 analist · 2026-09-28

Ortalama hedef $101.45 +18,8%

Şimdi Mevcut fiyat $85.37

Düşük$83.00 Ortalama$101.45 Yüksek$123.00

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

22

Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.

Hisse Sembolü	Piyasa Değeri	P/E	Gelir YoY	Net Kar Marjı	ROE	Brüt Kar Marjı
MMSI	$5.24B	41.4	11.8%	8.5%	8.4%	48.7%
SOLV	$13.75B	8.9	0.86%	18.7%	35.8%	53.5%
COO	$13.70B	37.4	5.1%	9.2%	4.6%	65.5%
ALGN	$11.14B	27.6	0.90%	10.2%	10.3%	67.2%
LNTH	$4.30B	19.5	0.50%	15.2%	20.7%	61.1%
MMED	$3.71B	-10.2	14.2%	-10.7%	-9.3%	54.2%
HAE	$2.45B	26.4	-2.0%	7.3%	11.8%	59.0%
QDEL	$1.99B	-1.8	-1.9%	-41.4%	-48.0%	·
ICUI	$3.52B	4755.7	-6.3%	0.03%	0.03%	36.8%
XRAY	$2.28B	-3.8	-3.0%	-16.2%	-36.4%	50.0%
NEOG	$1.95B	-224.2	-2.7%	-0.91%	-0.38%	46.9%

Son Haberler Bu şirketten bahseden son manşetler

23

Bir Merit Medical Systems Yönetim Kurulu Üyesi 5.000 Şirket Hissesi Sattı. Yatırımcılar İçin Ne Anlama Geliyor? Nasdaq · 4 ay, 2 hafta önce

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

25

BOUNCE_UP Zarar durduruldu Eyl 16

risk 1 ödül 1,50

giriş $83.39 R:R 1,50

Şu anda açık sinyal yok — hiçbir kart dolu değil ve bu dürüstçe.

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

26

Sizin için önemli olan metrikleri seçin — Yukarıdaki Tam Temeller bölümündeki herhangi bir satırın yanındaki + işaretine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

MMSI Merit Medical Systems, Inc. - Common Stock

MMSI Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

MMSI Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Kurumsal Sahipler (13F) 432 dosya · $5.0B toplam · Tarih itibarıyla 30 Eylül 2026

Aktivistler ve %5+ sahipler 2 pozisyon

Şirket yöneticileri 40 içeriden öğrenenler · 17 yöneticiler · 23 yönetim kurulu üyeleri

ETF sahipliği 59 ETF'ler tarafından tutuluyor

MMSI Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

12 Aylık Fiyat Hedefi

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

Son Haberler Bu şirketten bahseden son manşetler

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