Hollow marker is the consensus estimate; filled is the reported figure, colored by beat or miss.
Outlined bar is the consensus estimate; solid is reported.
Periods without a consensus estimate or a reported figure show a dash.
| Period | EPS estimate | EPS actual | EPS surprise % | Revenue estimate | Revenue actual | Revenue surprise % |
|---|---|---|---|---|---|---|
| Q1 27 | $0.21 | $0.23 | +9.5% | — | $259.2M | — |
| Q4 26 | $0.16 | $0.17 | +6.3% | — | $243.2M | — |
| Q3 26 | $0.14 | $0.15 | +7.1% | — | $229.2M | — |
| Q2 26 | $0.12 | $0.13 | +8.3% | — | $214.3M | — |
| Q4 25 | $0.05 | $0.06 | +20.0% | — | $192.8M | — |
| Q3 25 | $0.06 | $0.07 | +16.7% | — | $177.9M | — |
| Q2 25 | $0.06 | $0.08 | +33.3% | — | $187.4M | — |
| Q1 25 | $0.02 | $0.03 | +50.0% | — | $166.9M | — |
| Q4 24 | $0.21 | $0.25 | +19.0% | — | $240.6M | — |
| Q3 24 | $0.29 | $0.32 | +10.3% | — | $255M | — |
| Q2 24 | $0.37 | $0.4 | +8.1% | — | $275.5M | — |
| Q1 24 | $0.37 | $0.39 | +5.4% | — | $278.3M | — |
| Q4 23 | $0.36 | $0.37 | +2.8% | — | $269.4M | — |
| Q3 23 | $0.32 | $0.35 | +9.4% | — | $248.8M | — |
| Q2 23 | $0.26 | $0.31 | +19.2% | — | $237.7M | — |
| Q1 23 | $0.22 | $0.24 | +9.1% | — | $217.8M | — |
Reported per-share earnings by fiscal year; the line turns dotted where reported figures end and the analyst consensus begins, with the shaded band marking the low–high range.
Reported revenue by fiscal year; the line turns dotted where reported figures end and the analyst consensus begins, with the shaded band marking the low–high range.
Periods without a consensus estimate or a reported figure show a dash.
| Period | EPS estimate | EPS actual | EPS surprise % | Revenue estimate | Revenue actual | Revenue surprise % |
|---|---|---|---|---|---|---|
| FY26 | — | -$0.08 | — | — | $890.1M | — |
| FY25 | — | -$0.39 | — | — | $725M | — |
| FY24 | — | $0.79 | — | — | $1B | — |
| FY23 | — | $0.98 | — | — | $973.7M | — |
| FY22 |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $724.3M | $650.1M | $591.2M | $768.7M | $973.7M | $1B | $725M | $890.1M |
| YoY change | — | -10.2% | -9.06% | +30% | +26.7% | +7.78% | -30.9% | +22.8% |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 724.3M | 650.1M | 591.2M | 768.7M | 973.7M | 1B | 725M | 890.1M |
| Cost of revenue | 404.5M | 388.8M | 312.3M | 361.2M | 427.6M | 474.8M | 403.5M | 478.1M |
| Gross profit | 319.8M | 261.3M | 278.9M | 407.5M | 546.1M | 574.5M | 321.5M | 412M |
| Gross margin | 44.2% | 40.2% | 47.2% | 53% | 56.1% | 54.8% | 44.3% | 46.3% |
| Research & development | 107.6M | 102.1M | 108.6M | 121.9M | 150.8M | 176.6M | 179.6M | 205.8M |
| Selling, general & administrative | 112.2M | 106.4M | 153.5M | 148.9M | 191.9M | 188.4M | 161.7M | 181.1M |
| Operating expenses | 219.8M | 208.4M | 262.1M | 270.8M | 342.8M | 365.1M | 341.3M | 386.9M |
| Operating income | 100M | 52.8M | 16.8M | 136.7M | 203.3M | 209.5M | -19.8M | 25.1M |
| Operating margin | 13.8% | 8.13% | 2.84% | 17.8% | 20.9% | 20% | -2.73% | 2.82% |
| Non-operating income, net | 654K | 560K | -15.6M | 5.2M | 8.7M | -7M | -37.1M | -18.6M |
| Pretax income | 99.4M | 53.3M | -1.5M | 140.7M | 211.3M | 194.8M | -85.7M | -14.9M |
| Income tax | 14.6M | 16.2M | -19.6M | 21.2M | 23.9M | 41.9M | -12.9M | -248K |
| Net income | 84.8M | 37.1M | 18.1M | 119.6M | 187.5M | 152.9M | -72.8M | -14.7M |
| Net margin | 11.7% | 5.71% | 3.06% | 15.6% | 19.3% | 14.6% | -10% | -1.65% |
| EBITDA | 161.4M | 116M | 67.2M | 192.3M | 263.5M | 285.1M | 46.1M | 84.6M |
| EPS | 0.45 | 0.2 | 0.22 | 0.63 | 0.98 | 0.79 | -0.39 | -0.08 |
| Diluted EPS | 0.45 | 0.2 | 0.1 | 0.62 | 0.97 | 0.78 | -0.39 | -0.08 |
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 | Q3 26 | Q4 26 | Q1 27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 275.5M | 255M | 240.6M | 166.9M | 187.4M | 177.9M | 192.8M | 203.4M | 214.3M | 229.2M | 243.2M | 259.2M |
| Cost of revenue | 116M | 121.2M | 117.3M | 92.1M | 101.7M | 96.7M | 112.9M | 112.1M | 115M | 122.1M | 128.9M | 133.6M |
| Gross profit | 159.5M | 133.8M | 123.2M | 74.8M | 85.7M | 81.2M | 79.9M | 91.3M | 99.3M | 107.1M | 114.3M | 125.6M |
| Gross margin | 57.9% | 52.5% | 51.2% | 44.8% | 45.7% | 45.7% | 41.4% | 44.9% | 46.3% | 46.7% | 47% | 48.5% |
| Research & development | 43.4M | 44.4M | 45.8M | 45.2M | 43.5M | 43.3M | 47.6M | 46.5M | 50.9M | 52.9M | 55.5M | 55.2M |
| Selling, general & administrative | 43.2M | 52.7M | 48.3M | 40.2M | 38.1M | 37.9M | 45.5M | 47.5M | 42.2M | 44.6M | 46.7M | 45M |
| Operating expenses | 86.6M | 97.1M | 94.1M | 85.4M | 81.6M | 81.3M | 93.1M | 94M | 93M | 97.5M | 102.3M | 100.1M |
| Operating income | 72.9M | 36.7M | 29.1M | -10.6M | 4.1M | -41K | -13.2M | -2.7M | 6.2M | 9.6M | 12M | 25.5M |
| Operating margin | 26.5% | 14.4% | 12.1% | -6.37% | 2.17% | -0.02% | -6.84% | -1.35% | 2.91% | 4.18% | 4.93% | 9.82% |
| Non-operating income, net | 64K | 2.7M | -7.1M | -1.1M | -37.2M | -187K | 1.4M | -1.1M | -3.4M | -4.3M | -9.8M | -4.1M |
| Pretax income | 73.1M | 36.4M | 17.3M | -16.6M | -43.1M | -7.6M | -18.4M | -10M | -2.7M | 494K | -2.7M | 17.4M |
| Income tax | 7.4M | 3M | 24.3M | 1M | -9.5M | -803K | -3.7M | 3.2M | -9.3M | -7.9M | 13.7M | 1.5M |
| Net income | 65.7M | 33.4M | -7.1M | -17.6M | -33.6M | -6.8M | -14.7M | -13.2M | 6.6M | 8.4M | -16.4M | 15.9M |
| Net margin | 23.8% | 13.1% | -2.94% | -10.6% | -17.9% | -3.82% | -7.64% | -6.47% | 3.07% | 3.65% | -6.76% | 6.14% |
| EBITDA | 88.9M | 60.4M | 44.5M | 5.3M | 18M | 16.3M | 6.5M | 12.6M | 19.6M | 22.4M | 20.2M | 38.7M |
| EPS | 0.34 | 0.17 | -0.04 | -0.09 | -0.18 | -0.04 | -0.08 | -0.07 | 0.04 | 0.04 | -0.09 | 0.09 |
| Diluted EPS | 0.34 | 0.17 | -0.04 | -0.09 | -0.18 | -0.04 | -0.08 | -0.07 | 0.03 | 0.04 | -0.09 | 0.08 |
Annual history by fiscal year; click a table row below to chart a different metric.
Current values are trailing twelve months where available, otherwise the latest fiscal year; unreported figures show a dash.
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Market cap | — | — | — | — | 9.2B | 5.2B | 4.7B | 5.8B | 6.9B |
| Enterprise value | — | — | — | — | 8.9B | 5.3B | 5B | 6B | 7B |
| Shares outstanding | 187.7M | 187.7M | 83.4M | 189.7M | 191.2M | 192.6M | 187.7M | 185M | 185M |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | 48.9 | 34 | — | — | 530.9 |
| P/S | — | — | — | — | 9.42 | 4.95 | 6.51 | 6.55 | 7.32 |
| P/B | — | — | — | — | 9.49 | 4.59 | 5.07 | 6.1 | 7.18 |
| EV/EBITDA | — | — | — | — | 33.6 | 18.4 | 107.7 | 70.6 | 51.9 |
| EV/Sales | — | — | — | — | 9.11 | 5.01 | 6.85 | 6.71 | 7.4 |
| Earnings yield | — | — | — | — | 2.04% | 2.94% | — | — | 0.19% |
| FCF yield | — | — | — | — | 1.24% | 1.1% | 0.44% | 2.14% | 1.5% |
| PEG | — | — | — | — | — | — | — | — | -2.32 |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Gross margin | 44.2% | 40.2% | 47.2% | 53% | 56.1% | 54.8% | 44.3% | 46.3% | 48.5% |
| Operating margin | 13.8% | 8.13% | 2.84% | 17.8% | 20.9% | 20% | -2.73% | 2.82% | 9.82% |
| Net margin | 11.7% | 5.71% | 3.06% | 15.6% | 19.3% | 14.6% | -10% | -1.65% | 1.5% |
| ROE | 14.4% | 5.85% | 3.08% | 16.3% | 19.4% | 13.5% | -7.81% | -1.53% | 1.53% |
| ROA | 11.3% | 4.54% | 2.42% | 13.4% | 15.9% | 9.99% | -5.12% | -1.03% | 2.97% |
| ROIC | 16% | 7.28% | 4.05% | 23.5% | 27.4% | 13.8% | -1.68% | 2.29% | 4.81% |
| Return on tangible assets | 11.9% | 4.79% | 2.85% | 15.3% | 18.4% | 26.7% | -14.8% | -2.75% | 2.67% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Current ratio | 3.53 | 2.99 | 3.69 | 4.91 | 4.03 | 4.85 | 4.3 | 3.45 | 3.7 |
| Quick ratio | 2.27 | 2.14 | 2.94 | 4.08 | 3.11 | 3.48 | 2.66 | 2.21 | 2.33 |
| Debt / equity | 0.07 | 0.14 | 0.04 | 0.06 | 0.04 | 0.24 | 0.4 | 0.32 | 0.31 |
| Debt / assets | 0.06 | 0.1 | 0.03 | 0.05 | 0.04 | 0.18 | 0.26 | 0.22 | 0.22 |
| Net debt / EBITDA | -0.35 | -1.11 | -2.56 | -1.25 | -1.17 | 0.22 | 5.36 | 1.62 | 1.41 |
| Interest coverage | 83.1 | 485.3 | 0.62 | 57.3 | 91.5 | 19.1 | -1.82 | 0.33 | 1.62 |
| Effective tax rate | 14.7% | 30.4% | 0% | 15.1% | 11.3% | 21.5% | 0% | 0% | 0% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 3.86 | 3.46 | 7.08 | 4.05 | 5.09 | 5.45 | 3.86 | 4.81 | 5.1 |
| EPS (basic) | 0.45 | 0.2 | 0.22 | 0.63 | 0.98 | 0.79 | -0.39 | -0.08 | -0.08 |
| EPS (diluted) | 0.45 | 0.2 | 0.1 | 0.62 | 0.97 | 0.78 | -0.39 | -0.08 | 0.07 |
| Book value per share | 3.14 | 3.38 | 7.03 | 3.88 | 5.06 | 5.88 | 4.96 | 5.17 | 5.17 |
| FCF per share | 0.12 | 0.19 | 0.96 | 0.45 | 0.59 | 0.3 | 0.11 | 0.67 | 0.47 |
| Cash per share | 0.53 | 1.14 | 2.36 | 1.49 | 1.84 | 1.1 | 0.65 | 0.91 | 0.87 |
| Capex per share | 0.52 | 0.22 | 0.48 | 0.22 | 0.42 | 0.65 | 0.21 | — | — |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 13.5% | 6.41% | 6.83% | 5.53% | 8.19% | 11.9% | 5.51% | — | — |
| Capex / operating cash flow | 80.7% | 47.5% | 35.6% | 24.1% | 39.5% | 57.7% | 124.6% | — | — |
| Payout ratio | — | 0% | 2.2K% | 0% | 0% | — | — | — | 0% |
| Dividend yield | — | — | — | — | 0% | — | — | — | — |
| — |
| $0.63 |
| — |
| — |
| $768.7M |
| — |
| FY21 | — | $0.22 | — | — | $591.2M | — |
| FY20 | — | $0.2 | — | — | $650.1M | — |
| FY19 | — | $0.45 | — | — | $724.3M | — |
| Period |
|---|
| Q2 24 |
|---|
| Q3 24 |
|---|
| Q4 24 |
|---|
| Q1 25 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Q3 26 |
|---|
| Q4 26 |
|---|
| Q1 27 |
|---|
| Revenue | $275.5M | $255M | $240.6M | $166.9M | $187.4M | $177.9M | $192.8M | $203.4M | $214.3M | $229.2M | $243.2M | $259.2M |
| YoY change | +15.9% | +2.49% | -10.7% | -40% | -32% | -30.2% | -19.9% | +21.9% | +14.4% | +28.9% | +26.1% | +27.5% |
What the company owns (left stack) against what it owes plus shareholders' equity (right stack). The two stacks should match — that's the balance.
Click a row to chart it; unreported figures show a dash.
| Period | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 99.7M | 214.5M | 197.2M | 282.4M | 351.6M | 212.1M | 121.3M | 168.8M |
| Receivables | 83.8M | 90.3M | 93.3M | 114.7M | 124.8M | 118.7M | 84.6M | 93.2M |
| Inventory | 130.9M | 127.2M | 87.5M | 86.2M | 151.3M | 162.3M | 183.9M | 181.8M |
| Total current assets | 367M | 448.2M | 430.6M | 511.7M | 665.8M | 572.2M | 483M | 503.6M |
| Property, plant & equipment | 197.2M | 181.9M | 135.5M | 166.3M | 218.5M | 275.9M | 257.5M | 257.9M |
| Goodwill & intangibles | 38.1M | 42.5M | 112.9M | 112M | 160.1M | 958.6M | 929.2M | 883.9M |
| Total assets | 752.3M | 817.8M | 747.7M | 892.6M | 1.2B | 1.5B | 1.4B | 1.4B |
| Accounts payable | 24.2M | 20.8M | 35.4M | 29.8M | 56.3M | 36M | 38.7M | 44.4M |
| Short-term debt | 13M | 68M | — | 3.7M | 4.5M | 9.2M | 6.9M | 7.2M |
| Total current liabilities | 103.9M | 150.1M | 116.7M | 104.2M | 165.3M | 117.9M | 112.3M | 145.9M |
| Long-term debt | 29.7M | 17.7M | 25M | 37.7M | 38M | 266M | 361.6M | 298.7M |
| Total liabilities | 162.5M | 183.7M | 160.8M | 157.3M | 214.3M | 398.9M | 489.9M | 459.7M |
| Shareholders' equity | 589.8M | 634.1M | 586.9M | 735.4M | 966.8M | 1.1B | 931.1M | 956.4M |
| Total debt | 42.7M | 85.7M | 25M | 41.5M | 42.5M | 275.2M | 368.5M | 305.9M |
| Net debt | -57M | -128.8M | -172.2M | -240.9M | -309M | 63.1M | 247.2M | 137.2M |
What the company owns (left stack) against what it owes plus shareholders' equity (right stack). The two stacks should match — that's the balance.
Click a row to chart it; unreported figures show a dash.
| Period | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 | Q3 26 | Q4 26 | Q1 27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 370M | — | — | — | — | — | — | — | 117.5M | 155.2M | 168.8M | 162M |
| Receivables | 119.7M | — | — | — | — | — | — | — | 105.8M | 99.7M | 93.2M | 98.7M |
| Inventory | 173.1M | — | — | — | — | — | — | — | 170.7M | 178.2M | 181.8M | 188.1M |
| Total current assets | 714.9M | — | — | — | — | — | — | — | 469.5M | 515.4M | 503.6M | 508M |
| Property, plant & equipment | 271.8M | — | — | — | — | — | — | — | 251M | 250.8M | 257.9M | 253.7M |
| Goodwill & intangibles | 158.8M | — | — | — | — | — | — | — | 908.8M | 896.7M | 883.9M | 871.8M |
| Total assets | 1.3B | — | — | — | — | — | — | — | 1.4B | 1.4B | 1.4B | 1.4B |
| Accounts payable | 62.6M | — | — | — | — | — | — | — | 41.8M | 52.6M | 44.4M | 57.8M |
| Short-term debt | 5.2M | — | — | — | — | — | — | — | 7.3M | 7.4M | 7.2M | 6.9M |
| Total current liabilities | 134.2M | — | — | — | — | — | — | — | 120.7M | 141.1M | 145.9M | 137.2M |
| Long-term debt | 41M | — | — | — | — | — | — | — | 301.4M | 300.8M | 298.7M | 297.1M |
| Total liabilities | 186.6M | — | — | — | — | — | — | — | 438.5M | 458.3M | 459.7M | 446M |
| Shareholders' equity | 1.1B | — | — | — | — | — | — | — | 945.8M | 964.4M | 956.4M | 966M |
| Total debt | 46.2M | — | — | — | — | — | — | — | 308.7M | 308.2M | 305.9M | 304M |
| Net debt | -323.8M | — | — | — | — | — | — | — | 191.2M | 153M | 137.2M | 142M |
Cash from operations, what's left after capex, and what went back to shareholders. Bars below the line are cash going out.
Click a row to chart it; unreported figures show a dash.
| Period | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|---|---|
| Net income | 84.8M | 37.1M | 18.1M | 119.6M | 187.5M | 152.9M | -72.8M | -14.7M |
| Depreciation & amortization | 59.9M | 64M | 48.3M | 48.5M | 50.8M | 71.4M | 64.5M | 67.6M |
| Stock-based compensation | 1.4M | 1.4M | 49.9M | 33.5M | 61.8M | 42.5M | 41.9M | 47.9M |
| Change in working capital | -26.8M | -9.9M | 18.3M | -30.5M | -55.1M | -32.3M | 12.2M | -21M |
| Operating cash flow | 121.4M | 87.7M | 113.4M | 176.7M | 202.2M | 216.4M | 32.1M | 163.1M |
| Capital expenditure | -97.9M | -41.7M | -40.4M | -42.5M | -79.8M | -124.8M | -40M | — |
| Investing cash flow | -97.5M | -41.7M | -68.2M | -66.3M | -99.7M | -532.9M | -39.6M | -3.5M |
| Dividends paid | — | 0 | -400M | 0 | 0 | — | — | — |
| Share repurchases | — | — | — | — | — | — | -853.9M | 0 |
| Financing cash flow | -50M | 82.5M | -77.5M | -8.1M | -22.8M | 194.6M | -220.6M | -425.7M |
| Net change in cash | -26.1M | 128.6M | -32.4M | 102.3M | 79.7M | -121.9M | -228.2M | -266.2M |
| Free cash flow | 22.8M | 35.8M | 79.9M | 86.2M | 113.4M | 56.9M | 20.8M | 124.9M |
Cash from operations, what's left after capex, and what went back to shareholders. Bars below the line are cash going out.
Click a row to chart it; unreported figures show a dash.
| Period | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 | Q3 26 | Q4 26 | Q1 27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income | 65.7M | — | — | — | — | — | — | — | 6.6M | 8.4M | -16.4M | 15.9M |
| Depreciation & amortization | 15.1M | — | — | — | — | — | — | — | 16.6M | 17M | 17.8M | 16.9M |
| Stock-based compensation | 10.9M | — | — | — | — | — | — | — | 13.7M | 12.8M | 10.6M | 14.1M |
| Change in working capital | -20.3M | — | — | — | — | — | — | — | -16.1M | 6.6M | -16M | 283K |
| Operating cash flow | 61.6M | — | — | — | — | — | — | — | 20.4M | 45.4M | 35.7M | 22M |
| Capital expenditure | -31.2M | — | — | — | — | — | — | — | — | — | — | — |
| Investing cash flow | -25M | — | — | — | — | — | — | — | — | — | 0 | — |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | — | — | — | — | — | — | — | — | — | 0 | 0 | — |
| Financing cash flow | -4.7M | -9.8M | -140K | -10.2M | -189K | -483K | -3.5M | -9M | -28.4M | -4.3M | -3.8M | -18M |
| Net change in cash | 31.9M | -9.8M | -140K | -10.2M | -189K | -483K | -3.5M | -9M | -8.1M | 41.1M | 31.9M | 4M |
| Free cash flow | 15.5M | — | — | — | — | — | — | — | 13.9M | 41.3M | 18.7M | 14M |