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 | $1.55 | $1.6 | +3.2% | — | $42.1M | — |
| Q1 26 | $1.52 | $1.4 | -7.9% | — | $40.5M | — |
| Q4 25 | $1.53 | $1.55 | +1.3% | — | $39.4M | — |
| Q3 25 | $1.47 | $1.47 | 0.0% | — | $37.6M | — |
| Q2 25 | $1.38 | $1.38 | 0.0% | — | $35.8M | — |
| Q1 25 | $1.31 | $1.33 | +1.5% | — | $33.8M | — |
| Q4 24 | $1.38 | $1.37 | -0.7% | — | $33.1M | — |
| Q3 24 | $1.31 | $1.34 | +2.3% | — | $31.9M | — |
| Q2 24 | $1.19 | $1.25 | +5.0% | — | $30.6M | — |
| Q1 24 | $1.17 | $1.2 | +2.6% | — | $29.3M | — |
| Q4 23 | $1.17 | $1.18 | +0.9% | — | $28.9M | — |
| Q3 23 | $1.13 | $1.17 | +3.5% | — | $28.3M | — |
| Q2 23 | $1.05 | $1.1 | +4.8% | — | $26.8M | — |
| Q1 23 | $0.94 | $1.11 | +18.1% | — | $29.6M | — |
| Q4 22 | $0.99 | $1.1 | +11.1% | — | $25.1M | — |
| Q3 22 | $0.86 | $0.94 | +9.3% | — | $22M | — |
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 | — | $6.3 | — | — | $146.6M | — |
| FY24 | — | $5.58 | — | — | $124.8M | — |
| FY23 | — | $5.31 | — | — | $113.5M | — |
| FY22 | — | $3.73 | — | — | $84.3M |
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 | $19.8M | $25.4M | $35.6M | $45.9M | $52.1M | $64.7M | $84.3M | $113.5M | $124.8M | $146.6M |
| YoY change | +32.4% | +28.3% | +40.3% | +29% | +13.4% | +24.3% | +30.2% | +34.7% | +9.95% | +17.4% |
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 | 19.8M | 25.4M | 35.6M | 45.9M | 52.1M | 64.7M | 84.3M | 113.5M | 124.8M | 146.6M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 8.9M | 10.8M | 13.8M | 15.4M | 17.8M | 23.4M | 27.8M | 35.1M | 42.3M | 47M |
| Operating expenses | 8.9M | 10.8M | 13.8M | 15.4M | 17.8M | 23.4M | 27.8M | 35.1M | 42.3M | 47M |
| Operating income | — | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — |
| Pretax income | 4.6M | 7M | 11.9M | 19.1M | 17.2M | 22.7M | 38.8M | 55.9M | 59.3M | 65.7M |
| Income tax | 1.8M | 3.4M | 3.2M | 5M | 4.5M | 4.8M | 10.3M | 14.9M | 15.6M | 14.8M |
| Net income | 2.8M | 3.6M | 8.7M | 14.1M | 12.6M | 17.9M | 28.5M | 41M | 43.7M | 50.8M |
| Net margin | 14.3% | 14.4% | 24.5% | 30.8% | 24.2% | 27.7% | 33.8% | 36.1% | 35% | 34.7% |
| EBITDA | — | — | — | — | — | — | — | — | — | — |
| EPS | 0.55 | 0.59 | 1.18 | 1.91 | 1.7 | 2.4 | 3.73 | 5.31 | 5.58 | 6.3 |
| Diluted EPS | 0.55 | 0.58 | 1.13 | 1.82 | 1.65 | 2.26 | 3.47 | 4.91 | 5.14 | 5.87 |
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 | 28.3M | 28.9M | 29.3M | 30.6M | 31.9M | 33.1M | 33.8M | 35.8M | 37.6M | 39.4M | 40.5M | 42.1M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 9.2M | 9.6M | 10.3M | 10.6M | 10.7M | 10.7M | 11.2M | 11.3M | 12.1M | 12.4M | 13.5M | 13.9M |
| Operating expenses | 9.2M | 9.6M | 10.3M | 10.6M | 10.7M | 10.7M | 11.2M | 11.3M | 12.1M | 12.4M | 13.5M | 13.9M |
| Operating income | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — | — | — |
| Pretax income | 13.3M | 13.5M | 13.7M | 14.4M | 15.6M | 15.7M | 15.5M | 15.2M | 17.5M | 17.4M | 17.1M | 18.1M |
| Income tax | 3.5M | 3.7M | 3.6M | 3.9M | 4.2M | 3.9M | 4.1M | 3.4M | 3.4M | 4M | 4.9M | 5.1M |
| Net income | 9.8M | 9.9M | 10.1M | 10.5M | 11.4M | 11.8M | 11.4M | 11.9M | 14.1M | 13.5M | 12.2M | 13M |
| Net margin | 34.8% | 34.2% | 34.4% | 34.3% | 35.6% | 35.6% | 33.8% | 33.2% | 37.4% | 34.2% | 30.2% | 30.8% |
| EBITDA | — | — | — | — | — | — | — | — | — | — | — | — |
| EPS | 1.27 | 1.28 | 1.29 | 1.34 | 1.45 | 1.49 | 1.43 | 1.48 | 1.74 | 1.66 | 1.48 | 1.57 |
| Diluted EPS | 1.17 | 1.18 | 1.2 | 1.25 | 1.34 | 1.37 | 1.33 | 1.38 | 1.62 | 1.55 | 1.4 | 1.49 |
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 | — | — | — | 193M | 142.4M | 235.3M | 330.4M | 385.5M | 621.5M | 822.8M | 1.4B |
| Enterprise value | — | — | — | -15.1M | -40.4M | -62.3M | 57M | 98.2M | 253.4M | 340.5M | 1.2B |
| Shares outstanding | 5M | 6.2M | 7.4M | 7.4M | 7.4M | 7.5M | 7.6M | 7.7M | 7.8M | 8.1M | 8.1M |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | 13.6 | 11.3 | 13.1 | 11.6 | 9.4 | 14.2 | 16.2 | 19.8 |
| P/S | — | — | — | 4.2 | 2.73 | 3.63 | 3.92 | 3.4 | 4.98 | 5.61 | 9.76 |
| P/B | — | — | — | 1.74 | 1.13 | 1.64 | 2.09 | 1.94 | 2.62 | 2.84 | 3.18 |
| EV/Sales | — | — | — | -0.33 | -0.77 | -0.96 | 0.68 | 0.86 | 2.03 | 2.32 | 8.01 |
| Earnings yield | — | — | — | 7.33% | 8.86% | 7.62% | 8.63% | 10.6% | 7.02% | 6.18% | 5.04% |
| FCF yield | — | — | — | 7.38% | 8.74% | 11.5% | 11.4% | 10.2% | 6.29% | 6.59% | 3.51% |
| PEG | — | — | — | — | — | — | — | — | — | — | 3.26 |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating margin | — | — | — | — | — | — | — | — | — | — | 49.8% |
| Net margin | 14.3% | 14.4% | 24.5% | 30.8% | 24.2% | 27.7% | 33.8% | 36.1% | 35% | 34.7% | 35.3% |
| ROE | 5.41% | 4.37% | 9.41% | 12.7% | 10% | 12.5% | 18% | 20.7% | 18.4% | 17.5% | 18.3% |
| ROA | — | — | — | — | — | — | — | — | 2.31% | 2.15% | 2.31% |
| Return on tangible assets | — | — | — | — | — | — | — | — | 2.31% | 2.15% | 2.1% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / equity | 0.01 | 0 | 0 | 0 | 0 | — | — | — | — | — | 0 |
| Effective tax rate | 38.5% | 48.2% | 26.8% | 26.1% | 26.5% | 21.1% | 26.5% | 26.6% | 26.4% | 22.6% | 24.8% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 3.95 | 4.11 | 4.81 | 6.2 | 7.02 | 8.67 | 11 | 14.7 | 16 | 18.2 | 18.2 |
| EPS (basic) | 0.55 | 0.59 | 1.18 | 1.91 | 1.7 | 2.4 | 3.73 | 5.31 | 5.58 | 6.3 | 6.3 |
| EPS (diluted) | 0.55 | 0.58 | 1.13 | 1.82 | 1.65 | 2.26 | 3.47 | 4.91 | 5.14 | 5.87 | 6.07 |
| Book value per share | 10.4 | 13.5 | 12.5 | 15 | 17 | 19.2 | 20.7 | 25.7 | 30.3 | 35.9 | 37.9 |
| FCF per share | 0.73 | 0.61 | 1.2 | 1.92 | 1.68 | 3.63 | 4.92 | 5.11 | 5 | 6.73 | 7.37 |
| Cash per share | 27.1 | 27.8 | 23.8 | 28.1 | 24.6 | 39.8 | 35.8 | 37.2 | 47.1 | 59.8 | 20.6 |
| Capex per share | 0.53 | 0.03 | 0.08 | 0.09 | 0.1 | 0.13 | 0.01 | 0.08 | 0.09 | 0.3 | 0.24 |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 13.5% | 0.75% | 1.6% | 1.41% | 1.44% | 1.55% | 0.09% | 0.53% | 0.57% | 1.65% | 1.3% |
| Capex / operating cash flow | 76.8% | 11.6% | 7.64% | 5.09% | 9.67% | 4.8% | 0.23% | 1.52% | 1.96% | 4.05% | 3.06% |
| Payout ratio | — | — | — | — | 0% | 0% | 7.54% | 9.07% | 11.1% | 11.5% | 12.4% |
| Dividend yield | — | — | — | — | 0% | 0% | 0.65% | 0.96% | 0.78% | 0.71% | 0.67% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Aug 14, 2026 | $0.20 |
| May 15, 2026 | $0.20 |
| Feb 13, 2026 | $0.20 |
| Nov 14, 2025 | $0.175 |
| Aug 15, 2025 | $0.175 |
| May 15, 2025 | $0.175 |
| Feb 14, 2025 | $0.175 |
| Nov 15, 2024 | $0.15 |
| — |
| FY21 | — | $2.4 | — | — | $64.7M | — |
| FY20 | — | $1.7 | — | — | $52.1M | — |
| FY19 | — | $1.91 | — | — | $45.9M | — |
| FY18 | — | $1.18 | — | — | $35.6M | — |
| FY17 | — | $0.59 | — | — | $25.4M | — |
| FY16 | — | $0.55 | — | — | $19.8M | — |
| 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 | $28.3M | $28.9M | $29.3M | $30.6M | $31.9M | $33.1M | $33.8M | $35.8M | $37.6M | $39.4M | $40.5M | $42.1M |
| YoY change | +28.5% | +15.2% | -1.01% | +14.2% | +13% | +14.2% | +15.4% | +17.1% | +17.7% | +19.2% | +19.8% | +17.6% |
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 | 135.6M | 171.8M | 176.3M | 208.2M | 182.8M | 297.5M | 273.4M | 287.3M | 368.1M | 482.4M |
| Receivables | 1.5M | 2.8M | 3.9M | 3.2M | 4.5M | 4.2M | 5.8M | 9.1M | 10.1M | 12.6M |
| Inventory | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | 5.6M | 5.4M | 5.7M | 6.3M | 6.5M | 3.3M | 2.7M | 2.6M | 2.4M | 4.4M |
| Goodwill & intangibles | — | — | — | — | — | — | — | — | — | — |
| Total assets | — | — | — | — | — | — | — | — | 1.9B | 2.4B |
| Accounts payable | — | — | — | — | — | — | — | — | — | — |
| Short-term debt | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | 371K | 278K | 89K | 86K | 49K | — | — | — | — | — |
| Total liabilities | — | — | — | — | — | — | — | — | 1.7B | 2.1B |
| Shareholders' equity | 52.2M | 83.4M | 92.8M | 111.1M | 126.1M | 143.7M | 158.2M | 198.6M | 237.1M | 289.6M |
| Total debt | 371K | 278K | 89K | 86K | 49K | — | — | — | — | — |
| Net debt | -42.6M | -42.8M | -30.5M | -61.7M | -65.1M | — | — | — | — | — |
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 | 235M | 287.3M | 300.4M | 329.5M | 359.1M | 368.1M | 410M | 420.3M | 505.9M | 482.4M | 480.2M | 482.3M |
| Receivables | 7.8M | 9.1M | 9.3M | 9.2M | 9.7M | 10.1M | 10.8M | 11.1M | 11.7M | 12.6M | 13.3M | 13.6M |
| Inventory | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | 2.6M | — | — | — | 2.4M | — | — | — | 4.4M | — | — |
| Goodwill & intangibles | — | — | — | — | — | — | — | — | — | — | — | — |
| Total assets | — | — | 1.7B | 1.7B | 1.8B | 1.9B | 2B | 2.1B | 2.2B | 2.4B | 2.4B | 2.5B |
| Accounts payable | — | — | — | — | — | — | — | — | — | — | — | — |
| Short-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total liabilities | — | — | 1.4B | 1.5B | 1.5B | 1.7B | 1.7B | 1.8B | 1.9B | 2.1B | 2.1B | 2.2B |
| Shareholders' equity | 185.6M | 198.6M | 207.1M | 217.4M | 232.6M | 237.1M | 250.7M | 263.6M | 279.2M | 289.6M | 301.3M | 313.9M |
| 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 | 2.8M | 3.6M | 8.7M | 14.1M | 12.6M | 17.9M | 28.5M | 41M | 43.7M | 50.8M |
| Depreciation & amortization | 166K | 411K | 795K | 1.3M | 1.6M | 2.2M | 2.5M | 2.5M | 3.3M | 3.7M |
| Stock-based compensation | 388K | 554K | 1.5M | 1.1M | 1.5M | 2M | 2.4M | 3.2M | 3.8M | 5M |
| Change in working capital | -325K | -3.6M | -4.1M | -4M | -6.7M | -434K | 1.1M | -3.2M | -12.8M | -9.9M |
| Operating cash flow | 3.5M | 1.6M | 7.4M | 12.7M | 7.8M | 20.9M | 32.2M | 39.7M | 36.4M | 59.8M |
| Capital expenditure | -2.7M | -190K | -569K | -647K | -750K | -1M | -73K | -605K | -714K | -2.4M |
| Investing cash flow | -11.1M | -37.7M | -22.4M | 2.1M | 28.3M | -35.7M | -59.7M | -3.3M | -116.4M | 9M |
| Dividends paid | — | — | — | — | 0 | 0 | -2.1M | -3.7M | -4.8M | -5.9M |
| Share repurchases | — | — | 0 | 0 | -567K | 0 | 0 | -286K | 0 | 0 |
| Financing cash flow | -9K | 26.2M | -189K | -3K | -604K | -1K | -2.5M | -5.1M | -8.3M | -9.9M |
| Net change in cash | -7.6M | -9.8M | -15.2M | 14.8M | 35.5M | -14.7M | -30M | 31.3M | -88.2M | 59M |
| Free cash flow | 3.7M | 3.8M | 8.9M | 14.2M | 12.5M | 27.1M | 37.6M | 39.4M | 39.1M | 54.3M |
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 | 9.8M | 9.9M | 10.1M | 10.5M | 11.4M | 11.8M | 11.4M | 11.9M | 14.1M | 13.5M | 12.2M | 13M |
| Depreciation & amortization | 634K | 636K | 745K | 948K | 773K | 821K | 909K | 915K | 939K | 921K | 991K | 1M |
| Stock-based compensation | 801K | 839K | 967K | 962K | 933K | 973K | 1.1M | 1.2M | 1.3M | 1.4M | 2M | 1.7M |
| Change in working capital | -3M | 9.2M | -2.2M | -4.5M | -5.7M | -445K | -1.8M | -5.3M | -4M | 1.1M | -2.9M | -4.5M |
| Operating cash flow | 7.9M | 20.3M | 9.4M | 7.8M | 7.2M | 13.1M | 11.6M | 8.6M | 16.8M | 16.8M | 19.5M | 14.5M |
| Capital expenditure | -182K | -277K | -235K | -342K | -53K | -84K | -1.2M | -1.2M | -873K | -357K | -447K | -391K |
| Investing cash flow | -10.7M | 233K | -23.7M | -31.4M | -27.1M | -34.1M | 8.8M | -17.6M | 4.5M | 12.3M | -11.2M | 19.1M |
| Dividends paid | -848K | -1.1M | -1.2M | -1.2M | -1.2M | -1.3M | -1.4M | -1.4M | -1.4M | -1.6M | -1.7M | -1.7M |
| Share repurchases | 0 | 0 | 0 | 0 | 0 | 0 | — | — | — | — | — | — |
| Financing cash flow | -848K | -2.1M | -1.5M | -1.2M | -1.2M | -4.4M | -1.4M | -1.4M | -1.4M | -1.6M | -1.7M | -1.7M |
| Net change in cash | -3.6M | 18.5M | -15.7M | -24.7M | -21.1M | -25.4M | 19.1M | -10.4M | 19.8M | 27.4M | 6.7M | 31.9M |
| Free cash flow | 10M | 15.7M | 11.9M | 6.6M | 9.8M | 10.9M | 14.1M | 8.7M | 15.4M | 16.1M | 18.9M | 14M |