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 | $0.7 | $0.71 | +1.4% | — | $91.3M | — |
| Q1 26 | $0.69 | $0.73 | +5.8% | — | $89.1M | — |
| Q4 25 | $0.71 | $0.79 | +11.3% | — | $82.8M | — |
| Q3 25 | $0.67 | $0.72 | +7.5% | — | $80.8M | — |
| Q2 25 | $0.64 | $0.66 | +3.1% | — | — | — |
| Q1 25 | $0.61 | $0.65 | +6.6% | — | — | — |
| Q4 24 | $0.49 | $0.66 | +34.7% | — | — | — |
| Q3 24 | $0.57 | $0.68 | +19.3% | — | — | — |
| Q2 24 | $0.51 | $0.64 | +25.5% | — | — | — |
| Q1 24 | $0.57 | $0.5 | -12.3% | — | — | — |
| Q4 23 | $0.6 | $0.66 | +10.0% | — | — | — |
| Q3 23 | $0.61 | $0.71 | +16.4% | — | — | — |
| Q2 23 | $0.52 | $0.7 | +34.6% | — | $61.5M | — |
| Q1 23 | $0.52 | $0.55 | +5.8% | — | $61M | — |
| Q4 22 | $0.6 | $0.66 | +10.0% | — | $63.7M | — |
| Q3 22 | $0.7 | $0.72 | +2.9% | — | $61M | — |
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 | — | $2.81 | — | — | $319.8M | — |
| FY24 | — | $2.27 | — | — | $270.4M | — |
| FY23 | — | $2.62 | — | — | $247.4M | — |
| FY22 | — | $2.34 | — | — | $227.5M |
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 | $43M | $50M | $70M | $90.9M | $146.7M | $186.6M | $227.5M | $247.4M | $270.4M | $319.8M |
| YoY change | +15.2% | +16.2% | +40% | +29.9% | +61.3% | +27.2% | +22% | +8.74% | +9.27% | +18.3% |
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 | 43M | 50M | 70M | 90.9M | 146.7M | 186.6M | 227.5M | 247.4M | 270.4M | 319.8M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 22.9M | 24.9M | 31.4M | 39.6M | 65.7M | 70.4M | 91.8M | 98.3M | 111.9M | 123.7M |
| Operating expenses | 22.9M | 24.9M | 31.4M | 39.6M | 65.7M | 70.4M | 91.8M | 98.3M | 111.9M | 123.7M |
| Operating income | — | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — |
| Pretax income | 6.7M | 9M | 17.4M | 29.9M | 36.8M | 64.6M | 68.6M | 90.6M | 83.1M | 110.3M |
| Income tax | 1.6M | 4.1M | 3.3M | 6.1M | 6.8M | 12.4M | 14.3M | 19.5M | 17.9M | 22.4M |
| Net income | 5.1M | 4.8M | 14.1M | 23.8M | 30M | 52.1M | 54.3M | 71M | 65.1M | 87.9M |
| Net margin | 11.9% | 9.7% | 20.1% | 26.2% | 20.4% | 27.9% | 23.8% | 28.7% | 24.1% | 27.5% |
| EBITDA | — | — | — | — | — | — | — | — | — | — |
| EPS | 0.74 | 0.7 | 1.27 | 1.79 | 1.65 | 2.54 | 2.34 | 2.62 | 2.27 | 2.81 |
| Diluted EPS | 0.74 | 0.7 | 1.22 | 1.74 | 1.64 | 2.53 | 2.32 | 2.59 | 2.26 | 2.79 |
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 | — | — | — | — | — | — | — | — | 80.8M | 82.8M | 89.1M | 91.3M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | — | — | — | — | — | — | — | — | 30.1M | 30.9M | 35.2M | 36.4M |
| Operating expenses | — | — | — | — | — | — | — | — | 30.1M | 30.9M | 35.2M | 36.4M |
| Operating income | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — | — | — |
| Pretax income | — | — | — | — | — | — | — | — | 28.9M | 27.6M | 29.5M | 30.3M |
| Income tax | — | — | — | — | — | — | — | — | 6M | 5.2M | 5.9M | 6.1M |
| Net income | — | — | — | — | — | — | — | — | 22.9M | 22.4M | 23.6M | 24.2M |
| Net margin | — | — | — | — | — | — | — | — | 28.3% | 27% | 26.4% | 26.5% |
| EBITDA | — | — | — | — | — | — | — | — | — | — | — | — |
| EPS | 0.76 | 0.58 | 0.49 | 0.63 | 0.65 | 0.52 | 0.65 | 0.7 | 0.73 | 0.71 | 0.68 | 0.7 |
| Diluted EPS | 0.76 | 0.57 | 0.48 | 0.62 | 0.65 | 0.51 | 0.65 | 0.7 | 0.73 | 0.71 | 0.68 | 0.7 |
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 | — | — | 269.5M | — | — | — | — | — | 674.7M | — | 998.3M |
| Enterprise value | — | — | -56M | — | — | — | — | — | 787.6M | — | 990.7M |
| Shares outstanding | 6.9M | 11.5M | 11.1M | 13.3M | 18.2M | 20.5M | 22.6M | 25.1M | 26.3M | 29.4M | 29.4M |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E | — | — | 19.1 | — | — | — | — | — | 10.4 | — | 10.9 |
| P/S | — | — | 3.85 | — | — | — | — | — | 2.5 | — | 2.99 |
| P/B | — | — | 1.04 | — | — | — | — | — | 0.84 | — | 1.07 |
| EV/Sales | — | — | -0.8 | — | — | — | — | — | 2.91 | — | 2.97 |
| Earnings yield | — | — | 5.23% | — | — | — | — | — | 9.65% | — | 9.16% |
| FCF yield | — | — | 6.81% | — | — | — | — | — | 8.87% | — | 8.26% |
| PEG | — | — | — | — | — | — | — | — | — | — | 9.32 |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating margin | — | — | — | — | — | — | — | — | — | — | 34.6% |
| Net margin | 11.9% | 9.7% | 20.1% | 26.2% | 20.4% | 27.9% | 23.8% | 28.7% | 24.1% | 27.5% | 27.8% |
| ROE | 4.5% | 2.69% | 5.42% | 8.34% | 7.32% | 12% | 9.35% | 11% | 8.14% | 9.8% | 10% |
| ROA | — | — | — | — | — | — | — | — | 0.83% | 1.07% | 1.1% |
| Return on tangible assets | — | — | — | — | — | — | — | — | 0.86% | 1.11% | 1.09% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / equity | 0.45 | 0.44 | 0.31 | 0.41 | 0.21 | 0.39 | 0.91 | 0.96 | 0.58 | 0.59 | 0.01 |
| Debt / assets | — | — | — | — | — | — | — | — | 0.06 | 0.06 | 0.06 |
| Effective tax rate | 24% | 45.8% | 18.9% | 20.4% | 18.5% | 19.2% | 20.9% | 21.6% | 21.6% | 20.4% | 20% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 6.22 | 4.33 | 6.29 | 6.83 | 8.07 | 9.1 | 10.1 | 9.87 | 10.3 | 10.9 | 10.8 |
| EPS (basic) | 0.74 | 0.7 | 1.27 | 1.79 | 1.65 | 2.54 | 2.34 | 2.62 | 2.27 | 2.81 | 2.81 |
| EPS (diluted) | 0.74 | 0.7 | 1.22 | 1.74 | 1.64 | 2.53 | 2.32 | 2.59 | 2.26 | 2.79 | 2.81 |
| Book value per share | 16.4 | 15.6 | 23.4 | 21.4 | 22.6 | 21.1 | 25.6 | 25.7 | 30.5 | 30.5 | 28.8 |
| FCF per share | 0.98 | 0.65 | 1.65 | 1.54 | 1.45 | 2.56 | 2.73 | 3.22 | 2.28 | 3.13 | 3.15 |
| Cash per share | 34.8 | 24.9 | 36.5 | 27.6 | 43.5 | 53.1 | 46.1 | 44.1 | 13.2 | 34.1 | 21.6 |
| Capex per share | 0.19 | 0.04 | 0.08 | 0.24 | 0.13 | 0.19 | 0.31 | 0.46 | 0.06 | — | — |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 3.07% | 1.01% | 1.31% | 3.5% | 1.63% | 2.13% | 3.1% | 4.71% | 0.58% | — | — |
| Capex / operating cash flow | 25.2% | 22.4% | 6.05% | 14.2% | 15.4% | 7.37% | 12.9% | 13.6% | 2.94% | — | — |
| Payout ratio | 20.7% | 37% | 23.3% | 21.3% | 25.1% | 18.1% | 22.4% | 25.4% | 31.1% | 25.3% | 21% |
| Dividend yield | — | — | 1.22% | — | — | — | — | — | 3% | — | 1.96% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Aug 14, 2026 | $0.15 |
| May 15, 2026 | $0.15 |
| Feb 13, 2026 | $0.15 |
| Nov 14, 2025 | $0.15 |
| Aug 15, 2025 | $0.14 |
| May 15, 2025 | $0.14 |
| Feb 14, 2025 | $0.14 |
| Nov 15, 2024 | $0.14 |
| — |
| FY21 | — | $2.54 | — | — | $186.6M | — |
| FY20 | — | $1.65 | — | — | $146.7M | — |
| FY19 | — | $1.79 | — | — | $90.9M | — |
| FY18 | — | $1.27 | — | — | $70M | — |
| FY17 | — | $0.7 | — | — | $50M | — |
| FY16 | — | $0.74 | — | — | $43M | — |
| 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 | — | — | — | — | — | — | — | — | $80.8M | $82.8M | $89.1M | $91.3M |
| 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 | 240.5M | 286.7M | 405.6M | 367.6M | 789.7M | 1.1B | 1B | 1.1B | 347.8M | 1B |
| Receivables | 3.4M | 4.1M | 8.2M | 8M | 23.9M | 19.6M | 25.7M | 29.9M | 35.9M | 38.5M |
| Inventory | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | 2.4M | 1.6M | -359K | 17.2M | 12.4M | 12M | 11M | 13M | 16.6M | 14.6M |
| Goodwill & intangibles | 18.2M | 17.7M | 114.7M | 110.4M | 127.2M | 144.2M | 205.2M | 200.6M | 277.6M | 271.3M |
| Total assets | — | — | — | — | — | — | — | — | 7.9B | 8.2B |
| Accounts payable | 920K | 890K | 1.4M | 1.5M | 2.5M | 1.4M | 2.1M | 14.8M | 6M | 4.2M |
| Short-term debt | 862K | 862K | 0 | 0 | 5M | 20K | 9K | — | — | 256.2M |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | 50.1M | 77.7M | 80M | 118M | 79.1M | 168.4M | 525.8M | 616.2M | 460.6M | 272.5M |
| Total liabilities | — | — | — | — | — | — | — | — | 7.1B | 7.3B |
| Shareholders' equity | 113.6M | 179.9M | 260.1M | 285.1M | 410M | 433.4M | 580.5M | 644.3M | 799.5M | 896.9M |
| Total debt | 50.9M | 78.6M | 80M | 118M | 84.2M | 168.5M | 525.9M | 616.2M | 460.6M | 528.7M |
| Net debt | 8.8M | -29M | -16.1M | 28.6M | -65M | 100.1M | 373.1M | 390.1M | 141.5M | 117.6M |
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 | 1B | 1.1B | 1.1B | 1.1B | 1.1B | 347.8M | 344.8M | 1B | 446.8M | 1B | 1.2B | 1.2B |
| Receivables | 28.1M | 29.9M | 29.3M | 30.6M | 32.5M | 35.9M | 33.7M | 36.7M | 37.2M | 38.5M | 38.2M | 39M |
| Inventory | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | 13M | — | — | — | 16.6M | — | — | — | 14.6M | — | — |
| Goodwill & intangibles | 201.6M | 200.6M | 205.8M | 204.8M | 203.7M | 277.6M | 276.5M | 273.8M | 272.6M | 271.3M | 325.9M | 337M |
| Total assets | — | — | 6.7B | 6.7B | 6.9B | 7.9B | 7.8B | 7.9B | 8B | 8.2B | 8.9B | 8.9B |
| Accounts payable | 11.2M | 14.8M | 3.9M | 4.5M | 3.8M | 6M | 5.4M | 4.8M | 4.1M | 4.2M | 3.7M | 3.8M |
| Short-term debt | 9K | — | — | — | — | — | 72.1M | 250.7M | 153.2M | 256.2M | 33.2M | 265.1M |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | 619.2M | 616.2M | 413.1M | 410.1M | 472M | 460.6M | 343M | 339.9M | 311.8M | 272.5M | 329.8M | 301.3M |
| Total liabilities | — | — | 6B | 6B | 6.2B | 7.1B | 7B | 7.1B | 7.1B | 7.3B | 7.9B | 7.9B |
| Shareholders' equity | 604.4M | 644.3M | 649M | 664.5M | 699.5M | 799.5M | 826.3M | 848.4M | 878.4M | 896.9M | 991.2M | 1B |
| Total debt | 619.2M | 616.2M | 413.1M | 410.1M | 472M | 460.6M | 415.1M | 590.6M | 465M | 528.7M | 362.9M | 566.4M |
| Net debt | 427.8M | 390.1M | 227.2M | 202M | 258.8M | 141.5M | 102.2M | 94.8M | 65.9M | 117.6M | -226.9M | -9.2M |
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 | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net income | 5.1M | 4.8M | 14.1M | 23.8M | 30M | 52.1M | 54.3M | 71M | 65.1M | 87.9M |
| Depreciation & amortization | 1.3M | 1.2M | 1.2M | 1.6M | 3.2M | 4.2M | 4.8M | 4.7M | 5.3M | 5.7M |
| Stock-based compensation | 456K | -59K | 1M | 1.1M | 2.5M | 2.9M | 3.7M | 4M | 3M | 5.8M |
| Change in working capital | 102K | -2M | 732K | -1.5M | -11.7M | 1.2M | 3M | 18.3M | -14M | -8.6M |
| Operating cash flow | 5.2M | 2.3M | 15.2M | 22.5M | 15.6M | 53.8M | 54.6M | 85.8M | 53M | 92.1M |
| Capital expenditure | -1.3M | -505K | -919K | -3.2M | -2.4M | -4M | -7.1M | -11.6M | -1.6M | — |
| Investing cash flow | 5.1M | 17.2M | 21.6M | 16.6M | 22.4M | -434.8M | 158.4M | -6.5M | 94.8M | -97.7M |
| Dividends paid | -1.1M | -1.8M | -3.3M | -5.1M | -7.5M | -9.4M | -12.2M | -18.1M | -20.3M | -22.2M |
| Share repurchases | -863K | -33K | 0 | -2.6M | -5.8M | -10.9M | 0 | 0 | -31K | -3.7M |
| Financing cash flow | -2.4M | 88.9M | 20.8M | 31.2M | -99.6M | 63.7M | 435.4M | 72.7M | -197.8M | 43M |
| Net change in cash | 8M | 108.4M | 57.6M | 70.3M | -61.6M | -317.3M | 648.4M | 152M | -50M | 37.4M |
| Free cash flow | 6.8M | 7.5M | 18.4M | 20.5M | 26.4M | 52.5M | 61.8M | 80.8M | 59.8M | 92M |
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 | 20.5M | 15.8M | 13.6M | 17.2M | — | — | — | — | 22.9M | 22.4M | 23.6M | 24.2M |
| Depreciation & amortization | 1.2M | 1.1M | 1.2M | 1.2M | — | — | — | — | 1.4M | 1.4M | 1.6M | 1.7M |
| Stock-based compensation | 246K | 1.3M | 1.2M | -612K | — | — | — | — | 1.3M | 2.5M | 901K | 2.2M |
| Change in working capital | 2.5M | 5.1M | -10.5M | 159K | — | — | — | — | 5M | -10.5M | 2.4M | -895K |
| Operating cash flow | 22.1M | 17.2M | 6.3M | 16M | — | — | — | — | 32.6M | 16.9M | 26.7M | 27.1M |
| Capital expenditure | -3.5M | -5.9M | -389K | -1M | — | — | — | — | — | — | — | — |
| Investing cash flow | -4.7M | -6.3M | -7.1M | -2.1M | — | — | — | — | -39.7M | 1.4M | 88.3M | -11M |
| Dividends paid | -4.4M | -4.9M | -4.9M | -4.9M | — | — | — | — | -5.5M | -5.8M | -6.2M | -6.2M |
| Share repurchases | — | — | — | — | 0 | 0 | 0 | 0 | 0 | -3.7M | -2.8M | -4.8M |
| Financing cash flow | -156.1M | -7.9M | -4.9M | -7.9M | 0 | 0 | 0 | 0 | -131.1M | 54.4M | -182.3M | 95.3M |
| Net change in cash | -138.7M | 3M | -5.7M | 6M | 0 | 0 | 0 | 0 | -138.2M | 72.7M | -67.3M | 111.5M |
| Free cash flow | 18.9M | 15.3M | 7.2M | 14M | — | — | — | — | 32.1M | 18.6M | 26.7M | 25.8M |