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 | $0.4 | $0.44 | +10.0% | — | $44.9M | — |
| Q1 26 | $0.4 | $0.42 | +5.0% | — | $44.2M | — |
| Q4 25 | $0.43 | $0.5 | +16.3% | — | $45.9M | — |
| Q2 25 | $0.41 | $0.43 | +4.9% | — | $44.3M | — |
| Q1 25 | $0.4 | $0.52 | +30.0% | — | $44.8M | — |
| Q4 24 | $0.44 | $0.53 | +20.5% | — | $45.5M | — |
| Q3 24 | $0.24 | $0.33 | +37.5% | — | $38.1M | — |
| Q2 24 | $0.27 | $0.03 | -88.9% | — | $22.2M | — |
| Q1 24 | $0.26 | $0.29 | +11.5% | — | $21.9M | — |
| Q4 23 | $0.31 | $0.24 | -22.6% | — | $22.5M | — |
| Q3 23 | $0.37 | $0.35 | -5.4% | — | $24.1M | — |
| Q2 23 | $0.4 | $0.36 | -10.0% | — | $24.5M | — |
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 | — | $1.95 | — | — | $180.2M | — |
| FY24 | — | $0.22 | — | — | $127.8M | — |
| FY23 | — | $1.42 | — | — | $97.5M | — |
| FY22 | — | $0.9 | — | — | $92.2M |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY05 | FY06 | FY07 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.5M | $2.8M | $4.3M | $32.8M | $48.3M | $68.2M | $92.2M | $97.5M | $127.8M | $180.2M |
| YoY change | +40.1% | +14.2% | +53% | — | +47.3% | +41.1% | +35.2% | +5.73% | +31% | +41% |
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 | FY05 | FY06 | FY07 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.5M | 2.8M | 4.3M | 32.8M | 48.3M | 68.2M | 92.2M | 97.5M | 127.8M | 180.2M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 1.5M | 2.4M | 2.6M | 12.7M | 22.8M | 35.5M | 38M | 40.1M | 51.3M | 63.8M |
| Operating expenses | 1.5M | 2.4M | 2.6M | 12.7M | 22.8M | 35.5M | 38M | 40.1M | 51.3M | 63.8M |
| Operating income | -522.9K | -1.6M | — | — | — | — | — | — | — | — |
| Operating margin | -21.3% | -56.6% | — | — | — | — | — | — | — | — |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — |
| Pretax income | -522.9K | -1.6M | -268K | 9.7M | 6.8M | 14.2M | 22M | 36.9M | 8.3M | 88M |
| Income tax | 800 | 1K | 1K | 2.9M | 2M | 3.5M | 5.9M | 10.9M | 2.8M | 24.9M |
| Net income | -523.7K | -1.6M | -269K | 6.8M | 4.7M | 10.7M | 16.1M | 25.9M | 5.4M | 63.1M |
| Net margin | -21.3% | -56.6% | -6.26% | 20.6% | 9.77% | 15.7% | 17.5% | 26.6% | 4.25% | 35% |
| EBITDA | — | — | — | — | — | — | — | — | — | — |
| EPS | -0.63 | -1.15 | -0.1 | 0.8 | 0.5 | 0.74 | 0.9 | 1.42 | 0.22 | 1.95 |
| Diluted EPS | -0.63 | -1.15 | -0.1 | 0.78 | 0.49 | 0.72 | 0.88 | 1.39 | 0.22 | 1.93 |
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 | 24.1M | 22.5M | 21.9M | 22.2M | 38.1M | 45.5M | 44.8M | 44.3M | 45.2M | 45.9M | 44.2M | 44.9M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 10M | 9.8M | 9.8M | 9M | 15.9M | 16.5M | 16.3M | 15.7M | 15.1M | 16.7M | 16.9M | 15.9M |
| Operating expenses | 10M | 9.8M | 9.8M | 9M | 15.9M | 16.5M | 16.3M | 15.7M | 15.1M | 16.7M | 16.9M | 15.9M |
| Operating income | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — | — | — |
| Pretax income | 9.4M | 6.3M | 7.3M | 278K | -22.5M | 23.3M | 23.7M | 20.1M | 21.8M | 22.4M | 19.1M | 19.8M |
| Income tax | 2.8M | 1.9M | 2.3M | 88K | -6.1M | 6.5M | 6.8M | 6M | 6.1M | 6M | 5.3M | 5.5M |
| Net income | 6.6M | 4.4M | 4.9M | 190K | -16.5M | 16.8M | 16.9M | 14.1M | 15.7M | 16.4M | 13.8M | 14.3M |
| Net margin | 27.2% | 19.6% | 22.5% | 0.86% | -43.2% | 36.8% | 37.6% | 31.8% | 34.7% | 35.8% | 31.2% | 31.8% |
| EBITDA | — | — | — | — | — | — | — | — | — | — | — | — |
| EPS | 0.35 | 0.24 | 0.27 | 0.01 | -0.59 | 0.52 | 0.52 | 0.43 | 0.48 | 0.51 | 0.43 | 0.44 |
| Diluted EPS | 0.35 | 0.24 | 0.26 | 0.01 | -0.59 | 0.51 | 0.52 | 0.43 | 0.48 | 0.5 | 0.42 | 0.44 |
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 | FY05 | FY06 | FY07 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Market cap | — | — | — | — | — | — | — | 316.6M | — | — | 694.1M |
| Enterprise value | — | — | — | — | — | — | — | 268.5M | — | — | 483.8M |
| Shares outstanding | 836.6K | 1.4M | 2.6M | 8.5M | 9.5M | 14.4M | 17.8M | 18.2M | 24.7M | 32.3M | 32.3M |
| Metric | FY05 | FY06 | FY07 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | — | — | — | 12.2 | — | — | 11.7 |
| P/S | — | — | — | — | — | — | — | 3.25 | — | — | 3.77 |
| P/B | — | — | — | — | — | — | — | 1.1 | — | — | 1.18 |
| EV/Sales | — | — | — | — | — | — | — | 2.75 | — | — | 2.63 |
| Earnings yield | — | — | — | — | — | — | — | 8.18% | — | — | 8.52% |
| FCF yield | — | — | — | — | — | — | — | 10.4% | — | — | 9.08% |
| PEG | — | — | — | — | — | — | — | — | — | — | 5.05 |
| Metric | FY05 | FY06 | FY07 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating margin | -21.3% | -56.6% | — | — | — | — | — | — | — | — | 48.4% |
| Net margin | -21.3% | -56.6% | -6.26% | 20.6% | 9.77% | 15.7% | 17.5% | 26.6% | 4.25% | 35% | 32.7% |
| ROE | -8.45% | -7% | -1.19% | 5.62% | 2.8% | 4.34% | 6.19% | 8.99% | 1.06% | 10.9% | 10.6% |
| ROA | — | — | — | — | — | — | — | — | 0.13% | 1.56% | 1.51% |
| ROIC | 15.3% | -20.7% | — | — | — | — | — | — | — | — | — |
| Return on tangible assets | — | — | — | — | — | — | — | — | 0.14% | 1.67% | 1.6% |
| Metric | FY05 | FY06 | FY07 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / equity | — | — | — | 0.29 | 0.23 | 0.12 | 0.3 | 0.4 | 0.17 | 0.09 | 0 |
| Debt / assets | — | — | — | — | — | — | — | — | 0.02 | 0.01 | 0.01 |
| Effective tax rate | 0% | 0% | 0% | 30.1% | 30.2% | 24.5% | 26.7% | 29.7% | 34.2% | 28.3% | 27.6% |
| Metric | FY05 | FY06 | FY07 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 2.94 | 2.04 | 1.63 | 3.88 | 5.1 | 4.73 | 5.18 | 5.34 | 5.17 | 5.57 | 5.7 |
| EPS (basic) | -0.63 | -1.15 | -0.1 | 0.8 | 0.5 | 0.74 | 0.9 | 1.42 | 0.22 | 1.95 | 1.95 |
| EPS (diluted) | -0.63 | -1.15 | -0.1 | 0.78 | 0.49 | 0.72 | 0.88 | 1.39 | 0.22 | 1.93 | 1.84 |
| Book value per share | 7.41 | 16.5 | 8.57 | 14.3 | 17.8 | 17.1 | 14.6 | 15.8 | 20.7 | 17.8 | 18.3 |
| FCF per share | -0.61 | -0.69 | — | 0.85 | 1.12 | 1.24 | 0.69 | 1.8 | 2.01 | 1.76 | 1.82 |
| Cash per share | 11.5 | 10.9 | 1.34 | 3.1 | 3.87 | 5.42 | 9.7 | 8.94 | 8.2 | 1.61 | 8.24 |
| Capex per share | 0.37 | 0.02 | — | 0.15 | 0.19 | 0.12 | 0.16 | 0.02 | 0.02 | — | — |
| Metric | FY05 | FY06 | FY07 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 12.7% | 0.85% | — | 3.93% | 3.66% | 2.57% | 3.07% | 0.31% | 0.43% | — | — |
| Capex / operating cash flow | -241.8% | -2.84% | — | 15.4% | 23.5% | 6.66% | 29.9% | 0.9% | 1.36% | — | — |
| Payout ratio | — | — | — | — | — | — | — | — | — | 5.16% | 16.3% |
| Dividend yield | — | — | — | — | — | — | — | — | — | — | 2.22% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Sep 21, 2026 | $0.12 |
| Jun 23, 2026 | $0.10 |
| Mar 24, 2026 | $0.10 |
| Dec 24, 2025 | $0.10 |
| — |
| FY21 | — | $0.74 | — | — | $68.2M | — |
| FY20 | — | $0.5 | — | — | $48.3M | — |
| FY19 | — | $0.8 | — | — | $32.8M | — |
| FY07 | — | -$0.1 | — | — | $4.3M | — |
| FY06 | — | -$1.15 | — | — | $2.8M | — |
| FY05 | — | -$0.63 | — | — | $2.5M | — |
| 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 | $24.1M | $22.5M | $21.9M | $22.2M | $38.1M | $45.5M | $44.8M | $44.3M | $45.2M | $45.9M | $44.2M | $44.9M |
| YoY change | -3.36% | -11.8% | -17.2% | -9.49% | +58.3% | +102.8% | +104.6% | +99.5% | +18.5% | +0.78% | -1.34% | +1.43% |
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 | FY05 | FY06 | FY07 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 9.6M | 15.1M | 3.5M | 26.2M | 36.7M | 78M | 172.9M | 163M | 202.5M | 52M |
| Receivables | — | — | 465K | — | — | — | — | — | — | — |
| Inventory | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | — | — | 9.5M | 13.1M | 20.2M | 18.2M | 17.8M | 23.2M | 22.4M |
| Goodwill & intangibles | — | — | 60K | 18.4M | 43.2M | 77.6M | 78.8M | 78M | 268.1M | 258.8M |
| Total assets | — | — | — | — | — | — | — | — | 4B | 4B |
| Accounts payable | — | — | 30K | — | — | — | — | — | — | — |
| Short-term debt | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | — | — | — | 35M | 39.7M | 29.4M | 78.8M | 115M | 88M | 52.8M |
| Total liabilities | — | — | — | — | — | — | — | — | 3.5B | 3.5B |
| Shareholders' equity | 6.2M | 22.7M | 22.6M | 120.5M | 168.9M | 246.5M | 260.4M | 288.2M | 511.8M | 576.6M |
| Total debt | — | — | — | 35M | 39.7M | 29.4M | 78.8M | 115M | 88M | 52.8M |
| Net debt | — | — | — | 25.1M | 27.7M | 7M | 18.5M | 82M | 27.6M | 755K |
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 | — | — | — | — | — | — | — | — | 95M | 52M | 56.4M | 55.3M |
| Receivables | — | — | — | — | — | — | — | — | — | — | — | — |
| Inventory | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | — | — | — | — | — | — | — | 27.7M | 22.4M | 27.4M | 26.8M |
| Goodwill & intangibles | — | — | — | — | — | — | — | — | 260.7M | 258.8M | 257.2M | 255.6M |
| Total assets | — | — | — | — | — | — | — | — | 4.1B | 4B | 4B | 4B |
| Accounts payable | — | — | — | — | — | — | — | — | — | — | — | — |
| Short-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | — | — | — | — | — | — | — | — | 52.6M | 52.8M | 53.4M | 53M |
| Total liabilities | — | — | — | — | — | — | — | — | 3.5B | 3.5B | 3.5B | 3.4B |
| Shareholders' equity | — | — | — | — | — | — | — | — | 564.7M | 576.6M | 577.8M | 586.6M |
| Total debt | — | — | — | — | — | — | — | — | 52.6M | 52.8M | 53.4M | 53M |
| Net debt | — | — | — | — | — | — | — | — | -42.4M | 755K | -3M | -2.2M |
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 | FY04 | FY05 | FY06 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net income | — | -523.7K | -1.6M | 6.8M | 4.7M | 10.7M | 16.1M | 25.9M | 5.4M | 63.1M |
| Depreciation & amortization | — | 134.8K | 141K | 1.3M | 1.5M | 1.7M | 2M | 1.9M | 3.6M | 5.6M |
| Stock-based compensation | — | — | — | 600.7K | 2.7M | 5.5M | 3.7M | 4.5M | 6.2M | 5.8M |
| Change in working capital | — | — | — | -128K | 782K | 8.4M | -2.1M | -1.8M | 20.7M | 4.3M |
| Operating cash flow | — | -128.9K | -844K | 8.4M | 7.5M | 26.3M | 9.5M | 33.6M | 40.5M | 57.3M |
| Capital expenditure | — | -311.7K | -24K | 1.3M | -1.8M | -1.8M | 2.8M | -302K | -552K | — |
| Investing cash flow | — | -6.4M | -10.4M | 9M | 35.6M | 2.1M | -122.5M | -19.6M | 366.3M | -81.8M |
| Dividends paid | — | — | — | — | — | — | — | — | — | -3.3M |
| Share repurchases | — | — | — | — | 0 | -3.7M | -574K | -889K | -2M | -2.7M |
| Financing cash flow | — | -690K | 0 | 6.4M | 167.1M | -217.6M | 46.3M | 34.1M | -87M | -43.9M |
| Net change in cash | — | -7.2M | -11.3M | 23.8M | 210.3M | -189.2M | -66.7M | 48.1M | 319.8M | -68.4M |
| Free cash flow | 0 | -510.4K | -950K | 7.2M | 10.6M | 17.9M | 12.3M | 32.8M | 49.7M | 56.9M |
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 | 6.6M | 4.4M | 4.9M | 190K | -16.5M | 16.8M | 16.9M | 14.1M | 15.7M | 16.4M | 13.8M | 14.3M |
| Depreciation & amortization | 498K | 439K | 435K | 433K | 1.2M | 1.6M | 1.5M | 1.4M | 1.4M | 1.3M | 1.2M | 1.1M |
| Stock-based compensation | 992K | 755K | 895K | 996K | 2.8M | 1.5M | 1.5M | 1.5M | 1.5M | 1.4M | 1.4M | 1.3M |
| Change in working capital | 3.4M | -8.6M | -3.4M | -3.6M | 18.1M | 9.6M | -8.3M | -800K | 2.3M | 10.7M | -6.4M | 700K |
| Operating cash flow | 11.7M | -9.9M | 9.5M | -2.1M | -289K | 33.3M | 17.7M | 19.9M | 16M | 20.9M | 8.5M | 14.8M |
| Capital expenditure | 44K | -63K | -89K | -138K | -183K | -142K | -105K | -34K | — | — | — | — |
| Investing cash flow | 3.9M | -12.3M | 907K | 1.8M | 9.2M | 9.8M | 14M | -53.3M | -18.3M | -24.4M | -65.4M | -10.9M |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | -3.2M | -3.2M |
| Share repurchases | -62K | -385K | -509K | -118K | -341K | -998K | -1.1M | -155K | -1.7M | 272K | -1.3M | -173K |
| Financing cash flow | -7.1M | 76.6M | -58.5M | -2.1M | -25.3M | -998K | -1.1M | -18.2M | -21.7M | 272K | -4.6M | -3.4M |
| Net change in cash | 8.5M | 54.4M | -48.1M | -2.4M | -16.4M | 42.1M | 30.6M | -51.5M | -24M | -3.2M | -61.4M | 511K |
| Free cash flow | 11.2M | -8.5M | 8M | 171K | 18.1M | 23.5M | 6.9M | 13.4M | 15.9M | 20.8M | 8.3M | 14.3M |