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 % |
|---|---|---|---|---|---|---|
| Q2 26 | $0.52 | $0.44 | -15.4% | — | $92M | — |
| Q1 26 | $0.54 | $0.5 | -7.4% | — | $80.1M | — |
| Q4 25 | $0.6 | $0.51 | -15.0% | — | $81.6M | — |
| Q3 25 | $0.56 | $0.55 | -1.8% | — | $82M | — |
| Q2 25 | $0.54 | $0.53 | -1.9% | — | — | — |
| Q1 25 | $0.6 | $0.6 | 0.0% | — | — | — |
| Q4 24 | $0.62 | $0.67 | +8.1% | — | — | — |
| Q3 24 | $0.58 | $0.58 | 0.0% | — | — | — |
| Q2 24 | $0.62 | $0.58 | -6.5% | — | — | — |
| Q1 24 | $0.67 | $0.69 | +3.0% | — | — | — |
| Q4 23 | $0.68 | $0.74 | +8.8% | — | — | — |
| Q3 23 | $0.69 | $0.61 | -11.6% | — | — | — |
| Q2 23 | $0.72 | $0.73 | +1.4% | — | $75.7M | — |
| Q1 23 | $0.72 | $0.83 | +15.3% | — | $78.5M | — |
| Q4 22 | $0.77 | $0.84 | +9.1% | — | $79.8M | — |
| Q3 22 | $0.75 | $0.73 | -2.7% | — | $71.4M | — |
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 % |
|---|---|---|---|---|---|---|
| FY25 | — | $2.48 | — | — | $317.3M | — |
| FY24 | — | $2.91 | — | — | $309.1M | — |
| FY23 | — | $3.24 | — | — | $306.9M | — |
| FY22 | — | $2.89 | — | — | $294.7M |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $396.7M | $375.2M | $377.8M | $370.4M | $339.5M | $316M | $294.7M | $306.9M | $309.1M | $317.3M |
| YoY change | -1.23% | -5.41% | +0.68% | -1.95% | -8.33% | -6.92% | -6.75% | +4.15% | +0.72% | +2.65% |
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 | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 396.7M | 375.2M | 377.8M | 370.4M | 339.5M | 316M | 294.7M | 306.9M | 309.1M | 317.3M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 24.9M | 25.6M | 26M | 27.1M | 27.9M | 26M | 26.5M | 27.4M | 31.5M | 33.3M |
| Operating expenses | 24.9M | 25.6M | 26M | 27.1M | 27.9M | 26M | 26.5M | 27.4M | 31.5M | 33.3M |
| Operating income | — | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — |
| Pretax income | 112.8M | 82.2M | 87.6M | 115.5M | 106.9M | 79.4M | 67.6M | 77.4M | 69.1M | 58.9M |
| Income tax | 35M | 36M | 15.9M | 22.8M | 20.3M | 13.7M | 12M | 15.3M | 13.6M | 11.7M |
| Net income | 77.9M | 46.2M | 71.6M | 92.7M | 86.6M | 65.8M | 55.6M | 62.1M | 55.4M | 47.1M |
| Net margin | 19.6% | 12.3% | 19% | 25% | 25.5% | 20.8% | 18.9% | 20.2% | 17.9% | 14.9% |
| EBITDA | — | — | — | — | — | — | — | — | — | — |
| EPS | 4.08 | 2.41 | 3.73 | 4.82 | 4.49 | 3.4 | 2.89 | 3.24 | 2.91 | 2.48 |
| Diluted EPS | 4.05 | 2.4 | 3.71 | 4.8 | 4.47 | 3.39 | 2.88 | 3.23 | 2.89 | 2.47 |
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — | 82M | 81.6M | 80.1M | 92M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | — | — | — | — | — | — | — | — | 8.3M | 9.2M | 8M | 8.5M |
| Operating expenses | — | — | — | — | — | — | — | — | 8.3M | 9.2M | 8M | 8.5M |
| Operating income | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — | — | — |
| Pretax income | — | — | — | — | — | — | — | — | 17.5M | 12.7M | 10.2M | 18.3M |
| Income tax | — | — | — | — | — | — | — | — | 3.7M | 2.3M | 2M | 3.7M |
| Net income | — | — | — | — | — | — | — | — | 13.8M | 10.4M | 8.1M | 14.6M |
| Net margin | — | — | — | — | — | — | — | — | 16.9% | 12.8% | 10.2% | 15.9% |
| EBITDA | — | — | — | — | — | — | — | — | — | — | — | — |
| EPS | 0.52 | 1 | 0.89 | 0.58 | 0.75 | 0.69 | 0.47 | 0.73 | 0.73 | 0.55 | 0.43 | 0.79 |
| Diluted EPS | 0.52 | 1 | 0.88 | 0.57 | 0.75 | 0.69 | 0.47 | 0.73 | 0.72 | 0.55 | 0.43 | 0.78 |
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 | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Market cap | 1.2B | 1.2B | 1.1B | 1.3B | 1.1B | 1B | 999.6M | 895.8M | 982.9M | 729M | 444.4M |
| Enterprise value | 623.6M | 633.7M | 555.7M | 729.5M | 585.8M | 570.7M | 602.8M | 540M | 852.4M | 579.6M | 346.7M |
| Shares outstanding | 19.1M | 19.2M | 19.2M | 19.2M | 19.3M | 19.3M | 19.2M | 19.1M | 19.1M | 19M | 19M |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E | 15.3 | 25.5 | 15.2 | 13.7 | 12.8 | 15.8 | 18 | 14.4 | 17.7 | 15.5 | 9.44 |
| P/S | 3 | 3.15 | 2.88 | 3.43 | 3.26 | 3.29 | 3.39 | 2.92 | 3.18 | 2.3 | 1.31 |
| P/B | 2.61 | 2.78 | 2.66 | 2.95 | 2.52 | 2.61 | 3.15 | 3.06 | 3.82 | 2.9 | 1.74 |
| EV/EBITDA | — | — | — | — | — | — | — | — | — | — | 5.85 |
| EV/Sales | 1.57 | 1.69 | 1.47 | 1.97 | 1.73 | 1.81 | 2.05 | 1.76 | 2.76 | 1.83 | 1.03 |
| Earnings yield | 6.54% | 3.92% | 6.58% | 7.29% | 7.82% | 6.32% | 5.56% | 6.93% | 5.64% | 6.47% | 10.6% |
| FCF yield | 9.45% | 11% | 8.92% | 6.12% | 5.64% | 3.52% | 2.61% | 3.27% | 2.38% | 1.22% | 8.16% |
| PEG | — | — | — | — | — | — | — | — | — | — | 1.15 |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating margin | — | — | — | — | — | — | — | — | — | — | 19.9% |
| Net margin | 19.6% | 12.3% | 19% | 25% | 25.5% | 20.8% | 18.9% | 20.2% | 17.9% | 14.9% | 14% |
| ROE | 17.1% | 10.9% | 17.5% | 21.5% | 19.7% | 16.5% | 17.5% | 21.2% | 21.5% | 18.7% | 18.2% |
| ROA | — | — | — | — | — | — | — | — | 4.79% | 4.17% | 3.21% |
| Return on tangible assets | — | — | — | — | — | — | — | — | 4.79% | 4.17% | 4.17% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current ratio | — | — | — | — | — | — | — | — | — | — | 2.04 |
| Debt / equity | — | — | — | — | — | — | — | — | — | — | 0 |
| Net debt / EBITDA | — | — | — | — | — | — | — | — | — | — | -1.5 |
| Effective tax rate | 31% | 43.8% | 18.2% | 19.8% | 19% | 17.2% | 17.8% | 19.7% | 19.7% | 19.9% | 19.8% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 20.8 | 19.6 | 19.7 | 19.2 | 17.6 | 16.3 | 15.3 | 16 | 16.2 | 16.7 | 17.9 |
| EPS (basic) | 4.08 | 2.41 | 3.73 | 4.82 | 4.49 | 3.4 | 2.89 | 3.24 | 2.91 | 2.48 | 2.48 |
| EPS (diluted) | 4.05 | 2.4 | 3.71 | 4.8 | 4.47 | 3.39 | 2.88 | 3.23 | 2.89 | 2.47 | 2.48 |
| Book value per share | 23.9 | 22.2 | 21.3 | 22.4 | 22.7 | 20.7 | 16.5 | 15.3 | 13.5 | 13.3 | 13.5 |
| FCF per share | 5.89 | 6.8 | 5.06 | 4.04 | 3.24 | 1.9 | 1.36 | 1.53 | 1.22 | 0.47 | 1.03 |
| Cash per share | 29.7 | 28.5 | 27.8 | 28.1 | 27.1 | 24.3 | 20.6 | 18.6 | 6.85 | 7.87 | 4.79 |
| Capex per share | 0.09 | 0.02 | 0.06 | 0.05 | 0.05 | 0.07 | 0.11 | 0.03 | 0.04 | — | — |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 0.41% | 0.13% | 0.3% | 0.27% | 0.27% | 0.4% | 0.71% | 0.18% | 0.27% | — | — |
| Capex / operating cash flow | 1.77% | 0.45% | 1.62% | 0.88% | 1.02% | 1.73% | 2.68% | 0.97% | 1.67% | — | — |
| Payout ratio | 97.7% | 178.8% | 118% | 93.9% | 102.5% | 152% | 180.6% | 150.2% | 154.1% | 103.1% | 64.5% |
| Dividend yield | 6.39% | 7% | 7.76% | 6.85% | 8.01% | 9.6% | 10% | 10.4% | 8.69% | 6.67% | 6.9% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Sep 11, 2026 | $0.41 |
| Jun 12, 2026 | $0.41 |
| Mar 13, 2026 | $0.41 |
| Dec 5, 2025 | $1.39 |
| — |
| FY21 | — | $3.4 | — | — | $316M | — |
| FY20 | — | $4.49 | — | — | $339.5M | — |
| FY19 | — | $4.82 | — | — | $370.4M | — |
| FY18 | — | $3.73 | — | — | $377.8M | — |
| FY17 | — | $2.41 | — | — | $375.2M | — |
| FY16 | — | $4.08 | — | — | $396.7M | — |
| Period | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — | $82M | $81.6M | $80.1M | $92M |
| YoY change | — | — | — | — | — | — | — | — | — | — | — | — |
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 | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 567.6M | 546.9M | 533.3M | 541.5M | 521.9M | 469.9M | 396.7M | 355.7M | 130.6M | 149.4M |
| Receivables | 266.7M | 264.4M | 274.5M | 253.9M | 262.6M | 255.7M | 247.4M | 262.8M | 259.7M | 269M |
| Inventory | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | — | — | — | — | — | — | — | — | — |
| Goodwill & intangibles | — | — | — | — | — | — | — | — | — | — |
| Total assets | — | — | — | — | — | — | — | — | 1.2B | 1.1B |
| Accounts payable | 28K | 37.1M | 38.6M | 40.1M | 0 | 37.9M | 38.1M | — | — | — |
| Short-term debt | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | — | — | — | — | — | — | — | — | — | — |
| Total liabilities | — | — | — | — | — | — | — | — | 900.5M | 878.9M |
| Shareholders' equity | 456.1M | 425.4M | 409.8M | 430.2M | 438.8M | 399.3M | 317.4M | 292.5M | 257.3M | 251.6M |
| Total debt | — | — | — | — | — | — | — | — | — | — |
| Net debt | — | — | — | — | — | — | — | — | — | — |
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 | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | — | — | — | — | — | — | — | — | 144.2M | 149.4M | 123.8M | 125.4M |
| Receivables | — | — | — | — | — | — | — | — | 281.8M | 269M | 280M | 288.8M |
| Inventory | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | — | — | — | — | — | — | — | — | — | — | — |
| Goodwill & intangibles | — | — | — | — | — | — | — | — | — | — | — | — |
| Total assets | — | — | — | — | — | — | — | — | 1.2B | 1.1B | 1.1B | 1.1B |
| Accounts payable | — | — | — | — | — | — | — | — | — | — | — | — |
| Short-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total liabilities | — | — | — | — | — | — | — | — | 890.2M | 878.9M | 876.4M | 877.3M |
| Shareholders' equity | — | — | — | — | — | — | — | — | 274.8M | 251.6M | 246.6M | 250M |
| Total debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Net debt | — | — | — | — | — | — | — | — | — | — | — | — |
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 | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net income | 77.9M | 46.2M | 71.6M | 92.7M | 86.6M | 65.8M | 55.6M | 62.1M | 55.4M | 47.1M |
| Depreciation & amortization | — | — | — | — | — | — | — | — | — | — |
| Stock-based compensation | 1.6M | 2M | 2.1M | 2.4M | 3.3M | 2.3M | 2.5M | 1.6M | 2.9M | 2.9M |
| Change in working capital | -845K | 30.8M | -13.7M | 11.4M | -9.3M | -4.4M | 14.2M | -10M | -10.8M | -7.8M |
| Operating cash flow | 92.6M | 105.8M | 69.4M | 116M | 90.4M | 73.8M | 77.9M | 57.3M | 50.4M | 11.1M |
| Capital expenditure | -1.6M | -478K | -1.1M | -1M | -921K | -1.3M | -2.1M | -553K | -840K | — |
| Investing cash flow | -50.5M | -51.5M | -29.1M | 11.7M | 43.4M | 71M | 75.4M | 43.9M | 72.4M | 70.6M |
| Dividends paid | -76.1M | -82.6M | -84.5M | -87M | -88.8M | -99.9M | -100.4M | -93.3M | -85.4M | -48.6M |
| Share repurchases | — | — | — | — | 0 | 0 | -12.4M | -2.2M | -5.1M | -12.1M |
| Financing cash flow | -75.1M | -82.6M | -84.5M | -87.1M | -88.8M | -100M | -112.9M | -95.6M | -90.6M | -60.8M |
| Net change in cash | -33M | -28.4M | -44.2M | 40.6M | 44.9M | 44.8M | 40.4M | 5.6M | 32.1M | 20.8M |
| Free cash flow | 112.6M | 130.3M | 97.1M | 77.8M | 62.5M | 36.7M | 26.1M | 29.3M | 23.4M | 8.9M |
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 | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income | 10M | 19.2M | 16.9M | 11M | 14.3M | 13.2M | 8.9M | 14M | 13.8M | 10.4M | 8.1M | 14.6M |
| Depreciation & amortization | — | — | — | — | — | — | — | — | — | — | — | — |
| Stock-based compensation | 470K | 441K | 688K | 710K | 763K | 778K | 1.1M | 743K | 805K | 286K | 586K | 765K |
| Change in working capital | -8.3M | 7.1M | -6.8M | -14M | -6.4M | 16.3M | -13.4M | -7.2M | 1.8M | 11.1M | -9.8M | -2.5M |
| Operating cash flow | 2.1M | 28.5M | 10.5M | -2.7M | 9.2M | 32M | -3.5M | 6.6M | 10.7M | 10.6M | -2.7M | 1.8M |
| Capital expenditure | -490K | -26K | -746K | -56K | -24K | -14K | -2K | -1.1M | — | — | — | — |
| Investing cash flow | 27M | 51.3M | -5.7M | 11.5M | 32.8M | 33.8M | 9.9M | 23.1M | 5.5M | 30.9M | -12.4M | 42.7M |
| Dividends paid | -6.6M | -73.6M | -7.1M | -7.1M | -7.1M | -64.2M | -7.4M | -7.5M | -7.5M | -26.2M | -7.8M | -7.6M |
| Share repurchases | 0 | -2.2M | — | — | -1M | -2K | — | -2.8M | -1.3M | -8M | -4M | -5.6M |
| Financing cash flow | -6.8M | -75.8M | -7.1M | -7.1M | -8.1M | -64.2M | -7.4M | -10.3M | -8.9M | -34.2M | -12.5M | -13.3M |
| Net change in cash | 22.3M | 4M | -2.3M | 1.7M | 33.9M | 1.6M | -1M | 19.4M | 7.3M | 7.4M | -27.7M | 31.3M |
| Free cash flow | 4.6M | 3.9M | 6.8M | -2.6M | 8.4M | 10.8M | -1.8M | -9.5M | 9.8M | 10.4M | -2.7M | 1.8M |
| Sep 12, 2025 | $0.39 |
| Jun 13, 2025 | $0.39 |
| Mar 7, 2025 | $0.39 |
| Dec 6, 2024 | $3.37 |