Analyst Ratings

Date	Action	Analyst	Rating	Target
Jun-03-26	Reiterated	RBC Capital	Outperform	$109 → $108
Jun-01-26	Reiterated	Wells Fargo	Overweight	$110 → $111
May-29-26	Reiterated	RBC Capital	Outperform	$109 → $108
Apr-09-26	Upgrade	BMO Capital	Market Perform → Outperform	$85 → $105
Feb-24-26	Reiterated	BMO Capital		$100 → $85
Feb-19-26	Reiterated	Jefferies	Buy	$120 → $108
Feb-18-26	Reiterated	Barclays	Overweight	$118 → $110
Feb-17-26	Reiterated	UBS		$130 → $110
Feb-17-26	Reiterated	Raymond James	Strong Buy	$120 → $100
Jan-09-26	Downgrade	Goldman Sachs	Neutral → Sell	$89

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2026 1/31/2026	FY 2025 1/31/2025	FY 2024 1/31/2024
Total Revenue	1,338	1,313	1,200	Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A	364	400	507
Gross Profit	972	913	693
Selling, General and Administrative Excl. Other	334	328	223
Research and Development	269	263	240
Other Operating Expense	28	0	0
Operating Income	341	322	230
Interest Expense	55	57	61
Unusual Expense	—	—	—
Non-Operating Income (Expense)	11	-12	55
Net Income Before Taxes	299	277	116
Income Taxes	68	62	19
Consolidated Net Income	231	215	97
Net Income From Continuing Operations	231	215	97
Net Income	231	215	97
EPS (Recurring)	2.70	2.50	1.11
EPS (Basic, Before Extraordinaries)	2.70	2.50	1.11
EPS (Diluted)	2.67	2.46	1.09
EBITDA	458	489	338
Other After Tax Adjustments	—	—	—
Stock Option Compensation Expense	—	—	—
Price To Earnings Ratio	31.91	34.83	—
Price To Sales Ratio	5.35	5.61	—
Gross Margin	72.65	69.54	57.75
Operating Margin	25.49	24.52	19.17
Net Margin	17.26	16.37	8.08
Shares Outstanding	84	86	87
Market Capitalization	7,158	7,368	—
Operating Lease Expense	—	—	—

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	May 29 '26	Sale	95.00	3,142	298,490	59,113	Jun 02 12:00 AM
Wellborn Gayle Furgurson	Director	May 28 '26	Option Exercise	47.21	4,878	230,290	22,172	Jun 01 12:00 AM
Ladd Delano	EVP, General Counsel	May 28 '26	Sale	90.00	7,500	675,000	91,141	Jun 01 12:00 AM
Wellborn Gayle Furgurson	Director	May 28 '26	Sale	90.00	2,439	219,510	19,733	Jun 01 12:00 AM
Ladd Delano	EVP, General Counsel	Dec 19 '25	Sale	94.72	1,500	142,080	73,979	Dec 23 12:00 AM
Rosner Elimelech	EVP, CHIEF TECHNOLOGY OFFICER	Dec 18 '25	Sale	95.45	10,959	1,046,090	45,742	Dec 19 12:00 AM
Wellborn Gayle Furgurson	Director	Dec 12 '25	Option Exercise	50.41	8,678	437,458	24,072	Dec 16 12:00 AM
Wellborn Gayle Furgurson	Director	Dec 12 '25	Sale	98.03	4,339	425,331	19,733	Dec 16 12:00 AM
Ladd Delano	EVP, General Counsel	Nov 20 '25	Sale	104.56	1,500	156,840	75,479	Nov 24 12:00 AM
Ladd Delano	EVP, General Counsel	Oct 20 '25	Sale	92.07	1,500	138,105	76,979	Oct 22 12:00 AM
Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Oct 07 '25	Sale	88.21	1,781	157,102	49,795	Oct 08 12:00 AM
Ladd Delano	EVP, General Counsel	Sep 19 '25	Sale	94.11	6,000	564,648	79,456	Sep 22 12:00 AM
Dilsaver Evelyn S	Director	Sep 05 '25	Sale	93.30	3,461	322,916	48,208	Sep 09 12:00 AM
Dilsaver Evelyn S	Director	Sep 05 '25	Option Exercise	21.27	30,000	638,100	51,669	Sep 09 12:00 AM
Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Jul 07 '25	Sale	101.73	1,794	182,499	53,225	Jul 08 12:00 AM


Market Cap	7.22B	Forward P/E	15.52	EPS next Y	5.49	Insider Trans	-0.01%	Shs Float	-	Perf Month	0.66%


Enterprise Value	7.94B	PEG	0.34	EPS next Q	1.19	Inst Own	-	Short Float	-	Perf Quarter	5.03%


Income	228.79M	P/S	5.40	EPS this Y	77.23%	Inst Trans	-	Short Ratio	-	Perf Half Y	-11.24%


Sales	1.34B	P/B	3.56	EPS next Y	16.03%	ROA	6.98%	Short Interest	-	Perf YTD	-6.99%


Book/sh	24.49	P/C	14.88	EPS next 5Y	13.52%	ROE	10.94%	52W High	106.61 -20.07%	Perf Year	-14.80%


Cash/sh	3.17	P/FCF	14.80	EPS past 3/5Y	-	ROIC	8.28%	52W Low	72.76 17.11%	Perf 3Y	-


Dividend Est.	-	EV/EBITDA	26.12	Sales past 3/5Y	15.06% 12.33%	Gross Margin	72.70%	Volatility	2.09% 2.73%	Perf 5Y	-


Dividend TTM	-	EV/Sales	5.94	EPS Y/Y TTM	288.99%	Oper. Margin	25.50%	ATR (14)	3.12	Perf 10Y	-


Dividend Ex-Date	-	Quick Ratio	3.44	Sales Y/Y TTM	11.50%	Profit Margin	17.25%	RSI (14)	46.55	Recom	2.10


Dividend Gr. 3/5Y	-	Current Ratio	3.44	EPS Q/Q	79.71%	SMA20	-2.84%	Beta	0.82	Target Price	107.33


Payout	0.00%	Debt/Eq	0.48	Sales Q/Q	7.25%	SMA50	0.56%	Rel Volume	1.21	Prev Close	86.33


Employees	3,105	LT Debt/Eq	0.47	Earnings	Sep 01	SMA200	-3.52%	Avg Volume	991.35K	Price	85.21


IPO Date	Jul 31, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	11.71% 0.85%	Net Debt/EBITDA	2.37	Volume	1,200,010	Change	-1.30%

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