Analyst Ratings

Date	Action	Analyst	Rating	Target
Jun-04-26	Reiterated	Loop Capital Markets		$127 → $115
Jun-04-26	Reiterated	Robert W. Baird		$76 → $60
Jun-03-26	Reiterated	UBS	Neutral	$104 → $79
Jun-03-26	Reiterated	Gordon Haskett Capital Corporation		$90 → $70
Jun-03-26	Downgrade	Raymond James	Strong Buy → Outperform	$140 → $85
Jun-03-26	Reiterated	Wells Fargo	Equal Weight	$90 → $65
Jun-03-26	Downgrade	Morgan Stanley	Overweight → Equal Weight	$125 → $76
Jun-02-26	Reiterated	Oppenheimer	Outperform	$100 → $82
Jun-02-26	Reiterated	Jefferies	Hold	$76 → $66
May-08-26	Reiterated	Oppenheimer	Outperform	$110 → $100

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 12/31/2025	FY 2024 12/25/2024	FY 2023 12/31/2023
Total Revenue	1,445	1,445	1,253	Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A	1,186	1,186	679
Gross Profit	260	260	574
Selling, General and Administrative Excl. Other	175	176	242
Research and Development	0	0	0
Other Operating Expense	14	-2	329
Operating Income	70	86	3
Interest Expense	7	2	2
Unusual Expense	—	—	—
Non-Operating Income (Expense)	-9	11	-13
Net Income Before Taxes	73	73	14
Income Taxes	23	23	3
Consolidated Net Income	46	46	10
Net Income From Continuing Operations	50	50	11
Net Income	46	46	10
EPS (Recurring)	1.14	1.14	0.26
EPS (Basic, Before Extraordinaries)	1.14	1.14	0.26
EPS (Diluted)	1.09	1.09	0.24
EBITDA	184	181	121
Other After Tax Adjustments	—	—	—
Stock Option Compensation Expense	—	—	—
Price To Earnings Ratio	54.20	74.47	—
Price To Sales Ratio	1.64	2.25	—
Gross Margin	17.99	17.99	45.81
Operating Margin	4.84	5.95	0.24
Net Margin	3.18	3.18	0.80
Shares Outstanding	40	40	40
Market Capitalization	2,363	3,247	—
Operating Lease Expense	—	—	—

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Chapman Charles J III	Director	May 15 '26	Buy	61.36	2,000	122,725	1,000	May 18 12:00 AM
Silverman Josh	Director	May 15 '26	Buy	60.38	8,290	500,525	8,290	May 18 12:00 AM
Flug Jeffrey	director, 10 percent owner:	May 15 '26	Buy	61.30	1,000	61,296	5,470	May 18 12:00 AM
Balbale Sumaiya	Director	May 15 '26	Buy	61.42	4,068	249,866	13,407	May 18 12:00 AM
Lynch Robert	Chief Executive Officer	May 15 '26	Buy	60.39	5,000	301,940	77,845	May 18 12:00 AM
Meyer Daniel Harris	director, 10 percent owner:	May 15 '26	Buy	61.88	32,258	1,996,215	378,670	May 18 12:00 AM
Sentell Stephanie Ann	Chief Operations Officer	Apr 15 '26	Sale	102.21	258	26,370	15,084	Apr 17 12:00 AM
Sentell Stephanie Ann	Chief Operations Officer	Mar 06 '26	Sale	93.60	225	21,060	15,342	Mar 10 12:00 AM
Sentell Stephanie Ann	Chief Operations Officer	Jan 20 '26	Sale	99.19	200	19,838	9,507	Jan 22 12:00 AM
Meyer Daniel Harris	director, 10 percent owner:	Jan 07 '26	Option Exercise	34.62	4,006	138,688	13,322	Jan 09 12:00 AM
Sentell Stephanie Ann	Chief Operations Officer	Dec 19 '25	Sale	85.78	200	17,156	9,707	Dec 22 12:00 AM
Sentell Stephanie Ann	Chief Operations Officer	Nov 25 '25	Sale	85.14	1,100	93,657	9,907	Nov 26 12:00 AM
Fogertey Katherine Irene	Chief Financial Officer	Jul 08 '25	Sale	140.03	670	93,817	32,495	Jul 09 12:00 AM
Fogertey Katherine Irene	Chief Financial Officer	Jul 07 '25	Sale	141.28	2,023	285,807	33,165	Jul 09 12:00 AM
Meyer Daniel Harris	director, 10 percent owner:	Jul 02 '25	Sale	140.31	14,200	1,992,455	337,984	Jul 03 12:00 AM


Market Cap	2.37B	Forward P/E	39.52	EPS next Y	1.49	Insider Trans	0.13%	Shs Float	-	Perf Month	-7.86%


Enterprise Value	3.00B	PEG	0.25	EPS next Q	0.35	Inst Own	-	Short Float	-	Perf Quarter	-32.99%


Income	41.28M	P/S	1.59	EPS this Y	5.28%	Inst Trans	-	Short Ratio	-	Perf Half Y	-27.67%


Sales	1.49B	P/B	4.50	EPS next Y	30.27%	ROA	2.15%	Short Interest	-	Perf YTD	-27.21%


Book/sh	12.97	P/C	10.71	EPS next 5Y	22.81%	ROE	8.02%	52W High	144.66 -59.16%	Perf Year	-52.82%


Cash/sh	7.34	P/FCF	63.31	EPS past 3/5Y	-	ROIC	2.64%	52W Low	51.60 14.50%	Perf 3Y	-


Dividend Est.	-	EV/EBITDA	16.52	Sales past 3/5Y	17.10% 22.54%	Gross Margin	19.15%	Volatility	3.14% 3.95%	Perf 5Y	-


Dividend TTM	-	EV/Sales	2.01	EPS Y/Y TTM	386.89%	Oper. Margin	4.81%	ATR (14)	3.49	Perf 10Y	-


Dividend Ex-Date	-	Quick Ratio	1.66	Sales Y/Y TTM	15.32%	Profit Margin	2.76%	RSI (14)	41.48	Recom	2.47


Dividend Gr. 3/5Y	-	Current Ratio	1.69	EPS Q/Q	-101.05%	SMA20	0.72%	Beta	1.49	Target Price	90.58


Payout	0.00%	Debt/Eq	1.78	Sales Q/Q	14.33%	SMA50	-22.64%	Rel Volume	0.79	Prev Close	58.79


Employees	12,826	LT Debt/Eq	1.50	Earnings	Jul 30	SMA200	-32.51%	Avg Volume	2.38M	Price	59.08


IPO Date	Jan 30, 2015	Option/Short	Yes / Yes	EPS/Sales Surpr.	-101.34% -1.34%	Net Debt/EBITDA	3.44	Volume	1,889,108	Change	0.49%

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