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 | $0.55 | $0.88 | +60.0% | — | $216.2M | — |
| Q1 26 | $0.33 | $0.53 | +60.6% | — | $179.8M | — |
| Q4 25 | $0.12 | $0.14 | +16.7% | — | $127.8M | — |
| Q3 25 | $0.33 | $0.4 | +21.2% | — | $182.3M | — |
| Q2 25 | $0.36 | $0.42 | +16.7% | — | $168.8M | — |
| Q1 25 | $0.22 | $0.31 | +40.9% | — | $130.9M | — |
| Q4 24 | $0.08 | $0.18 | +125.0% | — | $127.3M | — |
| Q3 24 | $0.24 | $0.28 | +16.7% | — | $132.9M | — |
| Q2 24 | $0.32 | $0.43 | +34.4% | — | $144.1M | — |
| Q1 24 | $0.19 | $0.3 | +57.9% | — | $111.7M | — |
| Q4 23 | $0.07 | $0.14 | +100.0% | — | $106.1M | — |
| Q3 23 | $0.24 | $0.37 | +54.2% | — | $138.1M | — |
| Q2 23 | $0.17 | $0.33 | +94.1% | — | $139.6M | — |
| Q1 23 | $0.09 | $0.12 | +33.3% | — | $109.8M | — |
| Q4 22 | $0.04 | $0.06 | +50.0% | — | $92M | — |
| Q3 22 | $0.15 | $0.16 | +6.7% | — | $124M | — |
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 | — | $1.25 | — | — | $609.8M | — |
| FY24 | — | $0.99 | — | — | $516M | — |
| FY23 | — | $0.83 | — | — | $493.6M | — |
| FY22 | — | $0.14 | — | — | $427.8M | — |
| FY21 | — | $0.35 |
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 |
|---|---|---|---|---|---|---|---|
| Revenue | $283.9M | $310.6M | $379.5M | $427.8M | $493.6M | $516M | $609.8M |
| YoY change | — | +9.4% | +22.2% | +12.7% | +15.4% | +4.54% | +18.2% |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | Q3 23 | Q4 23 |
|---|
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 |
|---|---|---|---|---|---|---|---|
| Revenue | 283.9M | 310.6M | 379.5M | 427.8M | 493.6M | 516M | 609.8M |
| Cost of revenue | 191M | 205.8M | 266.4M | 324.4M | 312.9M | 317.2M | 387.2M |
| Gross profit | 93M | 104.9M | 113.1M | 103.4M | 180.7M | 198.8M | 222.6M |
| Gross margin | 32.7% | 33.8% | 29.8% | 24.2% | 36.6% | 38.5% | 36.5% |
| Research & development | — | — | — | — | — | — | — |
| Selling, general & administrative | 78.9M | 74.4M | 88.6M | 100.3M | 124.2M | 125M | 140.1M |
| Operating expenses | 78.9M | 74.4M | 88.6M | 100.3M | 124.2M | 125M | 140.1M |
| Operating income | 14.1M | 30.5M | 24.6M | 3.1M | 56.5M | 73.8M | 82.5M |
| Operating margin | 4.96% | 9.8% | 6.48% | 0.71% | 11.4% | 14.3% | 13.5% |
| Non-operating income, net | -1.7M | 13.5M | -127K | 8M | -1.1M | -9.7M | 3.9M |
| Pretax income | 11.4M | 43.6M | 24.2M | 10.8M | 57.9M | 70.8M | 93M |
| Income tax | 2M | 10.9M | 5.2M | 3M | 11.3M | 14.8M | 21.7M |
| Net income | 9.4M | 32.7M | 19M | 7.8M | 46.6M | 56M | 71.3M |
| Net margin | 3.32% | 10.5% | 5% | 1.83% | 9.45% | 10.8% | 11.7% |
| EBITDA | 16.4M | 33M | 26.8M | 5M | 59.7M | 81.3M | 79.9M |
| EPS | 0.17 | 0.59 | 0.35 | 0.14 | 0.83 | 0.99 | 1.25 |
| Diluted EPS | 0.17 | 0.59 | 0.35 | 0.14 | 0.79 | 0.94 | 1.19 |
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 | 138.1M | 106.1M | 111.7M | 144.1M | 132.9M | 127.3M | 130.9M | 168.8M | 182.3M | 127.8M | 179.8M | 216.2M |
| Cost of revenue | 81.9M | 66.3M | 64.5M | 85.4M | 81.3M | 86M | 82.8M | 107.5M | 113.6M | 83.2M | 108M | 110.8M |
| Gross profit | 56.2M | 39.8M | 47.2M | 58.7M | 51.6M | 41.3M | 48.1M | 61.3M | 68.7M | 44.6M | 71.8M | 105.3M |
| Gross margin | 40.7% | 37.5% | 42.2% | 40.8% | 38.8% | 32.5% | 36.7% | 36.3% | 37.7% | 34.9% | 39.9% | 48.7% |
| Research & development | — | — | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 32.6M | 34.4M | 28.2M | 28.8M | 31M | 37M | 28.8M | 36.1M | 40.7M | 34.4M | 38.2M | 42.2M |
| Operating expenses | 32.6M | 34.4M | 28.2M | 28.8M | 31M | 37M | 28.8M | 36.1M | 40.7M | 34.4M | 38.2M | 42.2M |
| Operating income | 23.5M | 5.4M | 19M | 30M | 20.6M | 4.3M | 19.3M | 25.1M | 27.9M | 10.2M | 33.6M | 63.1M |
| Operating margin | 17% | 5.11% | 17% | 20.8% | 15.5% | 3.37% | 14.7% | 14.9% | 15.3% | 7.98% | 18.7% | 29.2% |
| Non-operating income, net | -5.2M | 1.1M | -2.5M | -6.1M | 3.1M | -4.3M | 3.6M | 1.5M | 980K | -2.2M | 2.3M | -1.3M |
| Pretax income | 19.2M | 8M | 18M | 25.5M | 25.6M | 1.7M | 24.4M | 28.2M | 30.7M | 9.8M | 37.4M | 64.4M |
| Income tax | 4M | 1.2M | 3.8M | 6.4M | 6.4M | -1.7M | 5.5M | 5.3M | 6.7M | 4.2M | 7M | 14.9M |
| Net income | 15.2M | 6.8M | 14.2M | 19.1M | 19.3M | 3.4M | 18.9M | 22.9M | 24M | 5.5M | 30.5M | 49.5M |
| Net margin | 11% | 6.38% | 12.7% | 13.2% | 14.5% | 2.65% | 14.4% | 13.6% | 13.2% | 4.33% | 17% | 22.9% |
| EBITDA | 24.5M | 7.1M | 20.6M | 31.8M | 22.7M | 6.2M | 16.1M | 23.8M | 27.2M | 12.9M | 31.7M | 64.9M |
| EPS | 0.27 | 0.12 | 0.25 | 0.34 | 0.34 | 0.06 | 0.33 | 0.4 | 0.42 | 0.1 | 0.53 | 0.86 |
| Diluted EPS | 0.26 | 0.11 | 0.24 | 0.32 | 0.32 | 0.06 | 0.31 | 0.38 | 0.4 | 0.09 | 0.5 | 0.82 |
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 | Current |
|---|---|---|---|---|---|---|---|---|
| Market cap | — | — | 599.7M | 770.2M | 1.4B | 2.1B | 3B | 3.3B |
| Enterprise value | — | — | 571.1M | 751.4M | 1.3B | 1.9B | 2.8B | 3B |
| Shares outstanding | 55.5M | 55.5M | 53.7M | 55.7M | 56.4M | 56.7M | 56.9M | 56.9M |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| P/E | — | — | 31.6 | 98.6 | 31 | 37.4 | 42.3 | 32.4 |
| P/S | — | — | 1.58 | 1.8 | 2.93 | 4.06 | 4.95 | 4.73 |
| P/B | — | — | 4.87 | 5.46 | 7.15 | 8.09 | 9.1 | 8.25 |
| EV/EBITDA | — | — | 21.3 | 150.1 | 22 | 23.7 | 35.5 | 22.3 |
| EV/Sales | — | — | 1.5 | 1.76 | 2.67 | 3.74 | 4.65 | 4.31 |
| Earnings yield | — | — | 3.17% | 1.01% | 3.22% | 2.67% | 2.36% | 3.09% |
| FCF yield | — | — | -2.79% | -1.55% | 7.36% | 2% | 1.29% | 3.13% |
| PEG | — | — | — | — | — | — | — | 0.28 |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Gross margin | 32.7% | 33.8% | 29.8% | 24.2% | 36.6% | 38.5% | 36.5% | 48.7% |
| Operating margin | 4.96% | 9.8% | 6.48% | 0.71% | 11.4% | 14.3% | 13.5% | 29.2% |
| Net margin | 3.32% | 10.5% | 5% | 1.83% | 9.45% | 10.8% | 11.7% | 15.5% |
| ROE | 12.8% | 32% | 15.4% | 5.54% | 23% | 21.6% | 21.5% | 31.4% |
| ROA | 6.45% | 17.8% | 9.62% | 3.95% | 16.3% | 15.4% | 15.5% | 17% |
| ROIC | 21.5% | 41.4% | 20.4% | 1.8% | 64% | 61.7% | 42.4% | 77% |
| Return on tangible assets | 8.6% | 21.8% | 11.4% | 4.29% | 17.3% | 16.1% | 16% | 19.6% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Current ratio | 2.68 | 2.86 | 2.34 | 3.22 | 3.18 | 3.3 | 3.62 | 3.36 |
| Quick ratio | 1.81 | 2.28 | 1.32 | 1.67 | 2.57 | 2.5 | 2.66 | 2.84 |
| Debt / equity | 0.23 | 0.24 | 0 | 0.01 | 0.01 | 0 | 0.04 | 0.04 |
| Debt / assets | 0.12 | 0.14 | 0 | 0 | 0 | 0 | 0.03 | 0.02 |
| Net debt / EBITDA | -1.21 | -1.43 | -1.07 | -3.76 | -2.2 | -2.02 | -2.28 | -1.95 |
| Interest coverage | 10.8 | 56.1 | 68.3 | 43 | 1.9K | — | — | — |
| Effective tax rate | 17.4% | 25% | 21.6% | 27.9% | 19.5% | 21% | 23.3% | 23% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Revenue per share | 5.12 | 5.6 | 7.07 | 7.68 | 8.75 | 9.1 | 10.7 | 12.4 |
| EPS (basic) | 0.17 | 0.59 | 0.35 | 0.14 | 0.83 | 0.99 | 1.25 | 1.25 |
| EPS (diluted) | 0.17 | 0.59 | 0.35 | 0.14 | 0.79 | 0.94 | 1.19 | 1.78 |
| Book value per share | 1.33 | 1.84 | 2.29 | 2.53 | 3.59 | 4.56 | 5.83 | 6.99 |
| FCF per share | 0.37 | 0.59 | -0.31 | -0.21 | 1.89 | 0.74 | 0.69 | 2.05 |
| Cash per share | 0.66 | 1.3 | 0.53 | 0.35 | 2.35 | 2.9 | 3.46 | 4.86 |
| Capex per share | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | — | — |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 0.36% | 0.12% | 0.15% | 0.23% | 0.12% | 0.19% | — | — |
| Capex / operating cash flow | 6.24% | 0.85% | -3.25% | -9.17% | 0.56% | 2.72% | — | — |
| Payout ratio | — | — | — | — | — | — | — | 0% |
| — |
| — |
| $379.5M |
| — |
| FY20 | — | $0.59 | — | — | $310.6M | — |
| FY19 | — | $0.17 | — | — | $283.9M | — |
| Q1 24 |
|---|
| Q2 24 |
|---|
| Q3 24 |
|---|
| Q4 24 |
|---|
| Q1 25 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Revenue | $138.1M | $106.1M | $111.7M | $144.1M | $132.9M | $127.3M | $130.9M | $168.8M | $182.3M | $127.8M | $179.8M | $216.2M |
| YoY change | +11.3% | +15.4% | +1.77% | +3.2% | -3.74% | +19.9% | +17.2% | +17.1% | +37.2% | +0.39% | +37.3% | +28.1% |
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 |
|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 36.7M | 72.2M | 28.7M | 19.6M | 132.5M | 164.7M | 196.9M |
| Receivables | 31.4M | 30.5M | 47.2M | 43.4M | 50.1M | 63.5M | 81.5M |
| Inventory | 36.9M | 32M | 75.4M | 84.1M | 50.8M | 83.6M | 111.5M |
| Total current assets | 113M | 159.1M | 173.3M | 174.9M | 262.9M | 341.3M | 421.4M |
| Property, plant & equipment | 3.4M | 2.9M | 2.5M | 4.8M | 3.5M | 2.7M | 20.9M |
| Goodwill & intangibles | 36.5M | 33.9M | 31.4M | 15.6M | 15.6M | 15.6M | 15.6M |
| Total assets | 146.1M | 183.9M | 197.5M | 197.8M | 285.7M | 362.4M | 461.2M |
| Accounts payable | 14.9M | 18.6M | 30M | 17.5M | 23.1M | 32M | 31.8M |
| Short-term debt | 4M | 22K | 28K | 757K | 1.2M | 432K | 1.7M |
| Total current liabilities | 42.1M | 55.7M | 74M | 54.3M | 82.6M | 103.3M | 116.4M |
| Long-term debt | 12.9M | 25M | 48K | 25K | 13K | 3K | 13.1M |
| Total liabilities | 72.3M | 81.6M | 74.3M | 56.7M | 83.2M | 103.6M | 129.6M |
| Shareholders' equity | 73.8M | 102.3M | 123.2M | 141.1M | 202.4M | 258.8M | 331.5M |
| Total debt | 17M | 25.1M | 76K | 782K | 1.2M | 435K | 14.8M |
| Net debt | -19.8M | -47.1M | -28.6M | -18.8M | -131.3M | -164.2M | -182.1M |
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 | 94.9M | 132.5M | 123M | 150.1M | 156.7M | 164.7M | 153.6M | 167M | 203.7M | 196.9M | 201.9M | 278.6M |
| Receivables | 79.6M | 50.1M | 57.9M | 78.9M | 78.6M | 63.5M | 76.8M | 102.6M | 103.4M | 81.5M | 120.8M | 132.3M |
| Inventory | 50.4M | 50.8M | 56.8M | 45.5M | 64.9M | 83.6M | 88.3M | 84.1M | 84.4M | 111.5M | 86.4M | 82.9M |
| Total current assets | 247.3M | 262.9M | 266.7M | 300.6M | 330.8M | 341.3M | 351.5M | 386.7M | 423.3M | 421.4M | 449.7M | 535M |
| Property, plant & equipment | 3.9M | 3.5M | 3.3M | 3.1M | 3.1M | 2.7M | 13.7M | 3.5M | 19.1M | 20.9M | 20.2M | 19.6M |
| Goodwill & intangibles | 15.6M | 15.6M | 15.6M | 15.6M | 15.6M | 15.6M | 15.6M | 15.6M | 15.6M | 15.6M | 15.6M | 15.6M |
| Total assets | 268.5M | 285.7M | 289M | 323M | 353.1M | 362.4M | 384M | 421.1M | 461.3M | 461.2M | 488.3M | 572.9M |
| Accounts payable | 21.4M | 23.1M | 18.1M | 20.7M | 31.3M | 32M | 22.6M | 25.8M | 22.3M | 31.8M | 24.8M | 31M |
| Short-term debt | 15K | 1.2M | 11K | 10K | 10K | 432K | 10K | 8K | 5K | 1.7M | — | — |
| Total current liabilities | 74M | 82.6M | 79M | 90.8M | 100.7M | 103.3M | 93.4M | 110M | 123.5M | 116.4M | 123.2M | 159.4M |
| Long-term debt | 15K | 13K | 10K | 8K | 5K | 3K | 12.6M | 14M | 14M | 13.1M | 12.9M | 12.5M |
| Total liabilities | 75.9M | 83.2M | 79.4M | 91M | 101M | 103.6M | 106.1M | 124.1M | 137.6M | 129.6M | 136.2M | 172M |
| Shareholders' equity | 192.6M | 202.4M | 209.7M | 232M | 252.1M | 258.8M | 277.9M | 296.9M | 323.7M | 331.5M | 352.2M | 400.9M |
| Total debt | 30K | 1.2M | 21K | 18K | 15K | 435K | 12.6M | 14M | 14M | 14.8M | 12.9M | 12.5M |
| Net debt | -94.9M | -131.3M | -123M | -150.1M | -156.7M | -164.2M | -141M | -153M | -189.7M | -182.1M | -189M | -266.1M |
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 |
|---|---|---|---|---|---|---|---|
| Net income | 9.4M | 32.7M | 19M | 7.8M | 46.6M | 56M | 71.3M |
| Depreciation & amortization | 2.1M | 2.1M | 2.1M | 1.9M | 660K | 745K | 1.1M |
| Stock-based compensation | 2.2M | 1.5M | 3.4M | 7.4M | 9.1M | 8.9M | 10.8M |
| Change in working capital | 2.5M | 17.9M | -39.9M | -25.8M | 50.9M | -31.5M | -34.7M |
| Operating cash flow | 16.2M | 44.1M | -17.1M | -10.7M | 106.3M | 35.8M | 47.2M |
| Capital expenditure | -1M | -375K | -557K | -982K | -594K | -974K | — |
| Investing cash flow | -1M | -375K | -557K | -982K | -594K | -974K | -104K |
| Dividends paid | — | — | — | — | — | — | — |
| Share repurchases | -37K | -6.9M | -50M | 0 | -773K | -12M | -11.3M |
| Financing cash flow | -17.4M | 1.2M | -52M | -22M | -796K | -12M | -11.3M |
| Net change in cash | -2.2M | 44.9M | -69.7M | -33.7M | 104.9M | 22.8M | 35.8M |
| Free cash flow | 20.8M | 32.9M | -16.7M | -11.9M | 106.6M | 41.9M | 39M |
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 | 15.2M | 6.8M | 14.2M | 19.1M | 19.3M | 3.4M | 18.9M | 22.9M | 24M | 5.5M | 30.5M | 49.5M |
| Depreciation & amortization | 163K | 157K | 162K | 182K | 196K | 205K | 202K | 206K | 228K | 436K | 476K | 489K |
| Stock-based compensation | 2.9M | 2M | 2.1M | 2.4M | 2.1M | 2.3M | 2.2M | 3M | 3M | 2.7M | 4.6M | 3.6M |
| Change in working capital | 15.9M | 30M | -18.6M | -9M | -17.4M | -6.3M | -26.6M | -20M | -2.4M | -5.9M | -10.9M | -7.7M |
| Operating cash flow | 34.5M | 39.3M | -1.9M | 13M | 4.5M | -166K | -4.8M | 6.4M | 39.1M | -3.9M | 15.6M | 80.9M |
| Capital expenditure | -46K | -66K | -124K | -290K | -435K | -125K | -559K | -949K | — | — | — | — |
| Investing cash flow | -46K | -66K | -124K | -290K | -435K | -125K | -559K | -949K | — | — | — | — |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | — | — | -9.2M | 0 | -2.8M | 0 | -1.5M | -8.6M | -151K | -1.1M | -11.5M | -8.5M |
| Financing cash flow | -18K | -5K | -9.2M | 0 | -2.8M | -3K | -1.5M | -8.6M | -151K | -1.1M | -11.5M | -8.5M |
| Net change in cash | 34.5M | 39.2M | -11.2M | 12.7M | 1.2M | -294K | -6.9M | -3.1M | 38.9M | -5M | 4.1M | 72.4M |
| Free cash flow | 43.9M | 37.1M | -391K | 26.6M | 8.9M | 6.8M | -10.4M | 20.9M | 35.6M | -7.1M | 15.1M | 80.8M |