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 | $0.85 | $1.16 | +36.5% | — | $411.6M | — |
| Q1 26 | $0.97 | $1.24 | +27.8% | — | $359.5M | — |
| Q4 25 | $0.85 | $1.16 | +36.5% | — | $362.7M | — |
| Q2 25 | $0.58 | $1.14 | +96.6% | — | $322.6M | — |
| Q1 25 | $0.53 | $0.83 | +56.6% | — | $271.9M | — |
| Q4 24 | $0.89 | $0.75 | -15.7% | — | $295.8M | — |
| Q3 24 | $0.67 | $1.15 | +71.6% | — | $303.3M | — |
| Q2 24 | $0.79 | $1.03 | +30.4% | — | $310.9M | — |
| Q1 24 | $0.51 | $0.84 | +64.7% | — | $251.1M | — |
| Q4 23 | $0.58 | $0.87 | +50.0% | — | $244.7M | — |
| Q3 23 | $0.38 | $0.59 | +55.3% | — | $178.2M | — |
| Q2 23 | $0.37 | $0.45 | +21.6% | — | $153.1M | — |
| Q1 23 | $0.13 | $0.39 | +200.0% | — | $127.8M | — |
| Q4 22 | $0.03 | $0.31 | +933.3% | — | $125.6M | — |
| Q3 22 | -$0.17 | $0.01 | +105.9% | — | $128M | — |
| Q2 22 | — | $0.15 | — | — | $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 | — | $3.6 | — | — | $1.3B | — |
| FY24 | — | $3.06 | — | — | $1.2B | — |
| FY23 | — | $2.31 | — | — | $703.8M | — |
| FY22 | — | $0.6 | — | — | $490.1M | — |
| FY21 | — | $0.69 |
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 | $122.3M | $275.5M | $414.2M | $490.1M | $703.8M | $1.2B | $1.3B |
| YoY change | — | +125.3% | +50.4% | +18.3% | +43.6% | +65% | +11.1% |
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 | 122.3M | 275.5M | 414.2M | 490.1M | 703.8M | 1.2B | 1.3B |
| Cost of revenue | 100.1M | 200.4M | 324.6M | 407M | 515.2M | 875.8M | 989.2M |
| Gross profit | 22.2M | 75.1M | 89.6M | 83.1M | 188.6M | 285.2M | 300.7M |
| Gross margin | 18.1% | 27.3% | 21.6% | 17% | 26.8% | 24.6% | 23.3% |
| Research & development | — | 0 | 0 | 1.4M | 3.9M | 9.8M | 10.8M |
| Selling, general & administrative | 17.4M | 30.9M | 50.2M | 46.7M | 71.4M | 144.6M | 144.5M |
| Operating expenses | 17.4M | 30.9M | 50.2M | 47M | 74.4M | 154.4M | 155.4M |
| Operating income | 4.8M | 44.2M | 39.4M | 36.1M | 114.2M | 130.9M | 145.1M |
| Operating margin | 3.93% | 16% | 9.5% | 7.37% | 16.2% | 11.3% | 11.2% |
| Non-operating income, net | -2K | 1.1M | -1.9M | -4.8M | -1.3M | 613K | 4.6M |
| Pretax income | 4.8M | 45.3M | 37.7M | 31.2M | 115M | 140.6M | 161.2M |
| Income tax | 1.9M | 7.8M | 8.5M | 7.2M | 20.9M | 14.8M | 23.8M |
| Net income | 2.9M | 37.5M | 29.3M | 24M | 94.1M | 125.8M | 137.4M |
| Net margin | 2.34% | 13.6% | 7.06% | 4.89% | 13.4% | 10.8% | 10.6% |
| EBITDA | 4.8M | 44.5M | 40.8M | 38M | 120.3M | 150.8M | 169.6M |
| EPS | 0.07 | 0.93 | 0.69 | 0.6 | 2.31 | 3.06 | 3.6 |
| Diluted EPS | 0.07 | 0.93 | 0.69 | 0.6 | 2.3 | 3.05 | 3.59 |
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 | 178.2M | 244.7M | 251.1M | 310.9M | 303.3M | 295.8M | 271.9M | 322.6M | 332.6M | 362.7M | 359.5M | 411.6M |
| Cost of revenue | 129.3M | 174.9M | 184.5M | 234.4M | 226.1M | 230.8M | 208.2M | 245.7M | 255.6M | 279.8M | 273.6M | 306.1M |
| Gross profit | 48.9M | 69.8M | 66.5M | 76.4M | 77.3M | 65M | 63.7M | 76.9M | 77M | 82.9M | 85.8M | 105.6M |
| Gross margin | 27.4% | 28.5% | 26.5% | 24.6% | 25.5% | 22% | 23.4% | 23.9% | 23.2% | 22.9% | 23.9% | 25.6% |
| Research & development | 377K | 2.3M | 1.8M | 3.1M | 2.6M | 2.4M | 2.5M | 3.2M | 2.5M | 2.6M | 2.4M | 2.7M |
| Selling, general & administrative | 16.8M | 27.1M | 26.3M | 39.6M | 33.9M | 35M | 29.5M | 37.7M | 34.2M | 40.1M | 38.7M | 53.1M |
| Operating expenses | 17.1M | 29M | 28.1M | 42.7M | 36.5M | 37.4M | 31.8M | 40.9M | 36.7M | 42.8M | 41M | 55.7M |
| Operating income | 31.8M | 40.8M | 34.8M | 27.6M | 40.8M | 27.6M | 28.5M | 36M | 40.6M | 40M | 42.5M | 47.5M |
| Operating margin | 17.8% | 16.7% | 13.9% | 8.88% | 13.4% | 9.34% | 10.5% | 11.1% | 12.2% | 11% | 11.8% | 11.5% |
| Non-operating income, net | -2.7M | 866K | -3M | -763K | 4.5M | -56K | 1.4M | 2.2M | 416K | 598K | 569K | -562K |
| Pretax income | 29.8M | 42.8M | 33.3M | 29M | 47.9M | 30.4M | 32.5M | 41M | 44M | 43.7M | 45.9M | 49.9M |
| Income tax | 5.6M | 7.3M | 6.1M | 2.1M | 7.2M | -573K | 5.4M | 6.4M | 6.9M | 5.2M | 7.8M | 7.6M |
| Net income | 24.2M | 35.6M | 27.2M | 27M | 40.7M | 31M | 27.1M | 34.6M | 37.2M | 38.5M | 38.1M | 42.3M |
| Net margin | 13.6% | 14.5% | 10.8% | 8.68% | 13.4% | 10.5% | 9.98% | 10.7% | 11.2% | 10.6% | 10.6% | 10.3% |
| EBITDA | 33.1M | 43.7M | 39.8M | 36.5M | 46.8M | 33.4M | 34.7M | 42.6M | 46.8M | 46.5M | 48.5M | 53.1M |
| EPS | 0.59 | 0.87 | 0.67 | 0.65 | 0.98 | 0.76 | 0.68 | 0.91 | 0.99 | 1.04 | 1.04 | 1.16 |
| Diluted EPS | 0.59 | 0.87 | 0.66 | 0.65 | 0.98 | 0.76 | 0.68 | 0.91 | 0.99 | 1.04 | 1.04 | 1.16 |
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 | — | — | — | — | — | 760.8M | 1.5B | 1.9B |
| Enterprise value | — | — | — | — | — | 942.6M | 1.6B | 2.1B |
| Shares outstanding | 40.2M | 40.2M | 40.2M | 24.4M | 40.8M | 41.1M | 38.2M | 38.2M |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | — | 6.05 | 10.9 | 12.9 |
| P/S | — | — | — | — | — | 0.66 | 1.16 | 1.31 |
| P/B | — | — | — | — | — | 1.88 | 3.09 | 3.66 |
| EV/EBITDA | — | — | — | — | — | 6.25 | 9.15 | 11.4 |
| EV/Sales | — | — | — | — | — | 0.81 | 1.2 | 1.4 |
| Earnings yield | — | — | — | — | — | 16.5% | 9.17% | 7.78% |
| FCF yield | — | — | — | — | — | 18.7% | 12.2% | 4.66% |
| PEG | — | — | — | — | — | — | — | 0.47 |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Gross margin | 18.1% | 27.3% | 21.6% | 17% | 26.8% | 24.6% | 23.3% | 25.6% |
| Operating margin | 3.93% | 16% | 9.5% | 7.37% | 16.2% | 11.3% | 11.2% | 11.5% |
| Net margin | 2.34% | 13.6% | 7.06% | 4.89% | 13.4% | 10.8% | 10.6% | 10.6% |
| ROE | — | 43.2% | 23.3% | 12.3% | 32.4% | 31% | 28.3% | 32.3% |
| ROA | — | 27.1% | 15.7% | 5.73% | 11.1% | 11.8% | 11.4% | 9.07% |
| ROIC | — | 124.9% | 44.9% | 13.9% | 18.3% | 19.9% | 22.9% | 21.9% |
| Return on tangible assets | — | 27.1% | 15.7% | 5.73% | 11.7% | 12.2% | 11.8% | 12.6% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Current ratio | — | 2.71 | 3.02 | 2.51 | 1.91 | 2.07 | 2.02 | 2.09 |
| Quick ratio | — | 1.98 | 1.59 | 1.75 | 1.27 | 1.42 | 1.47 | 1.47 |
| Debt / equity | — | 0.05 | 0.04 | 0.76 | 1.39 | 1.2 | 0.97 | 0.95 |
| Debt / assets | — | 0.03 | 0.03 | 0.35 | 0.48 | 0.45 | 0.39 | 0.4 |
| Net debt / EBITDA | — | -1.29 | -1.42 | 0.12 | 1.83 | 1.21 | 0.32 | 0.66 |
| Interest coverage | — | 985.2 | 123.1 | 55.9 | 93.7 | 550.3 | 807 | 495.8 |
| Effective tax rate | 40.5% | 17.3% | 22.4% | 23.1% | 18.2% | 10.5% | 14.8% | 14.9% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Revenue per share | 3.04 | 6.85 | 10.3 | 20.1 | 17.3 | 28.3 | 33.8 | 39.7 |
| EPS (basic) | 0.07 | 0.93 | 0.69 | 0.6 | 2.31 | 3.06 | 3.6 | 3.6 |
| EPS (diluted) | 0.07 | 0.93 | 0.69 | 0.6 | 2.3 | 3.05 | 3.59 | 4.2 |
| Book value per share | — | 2.16 | 3.13 | 7.99 | 7.12 | 9.86 | 12.7 | 14.8 |
| FCF per share | 0.01 | 0.81 | 0.17 | 2.01 | 3.16 | 3.47 | 4.79 | 4.31 |
| Cash per share | — | 1.53 | 1.57 | 5.88 | 4.49 | 7.36 | 10.9 | 10.6 |
| Capex per share | 0.02 | 0.02 | 0.05 | 0.03 | 0.1 | 0.33 | — | — |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 0.77% | 0.23% | 0.44% | 0.14% | 0.56% | 1.16% | — | — |
| Capex / operating cash flow | -58.8% | 3% | 34% | 2.24% | 3.62% | 8.36% | — | — |
| Payout ratio | — | — | — | — | — | — | — | 0% |
| — |
| — |
| $414.2M |
| — |
| FY20 | — | $0.93 | — | — | $275.5M | — |
| FY19 | — | $0.07 | — | — | $122.3M | — |
| Q1 24 |
|---|
| Q2 24 |
|---|
| Q3 24 |
|---|
| Q4 24 |
|---|
| Q1 25 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Revenue | $178.2M | $244.7M | $251.1M | $310.9M | $303.3M | $295.8M | $271.9M | $322.6M | $332.6M | $362.7M | $359.5M | $411.6M |
| YoY change | +39.2% | +94.8% | +96.5% | +103% | +70.2% | +20.9% | +8.3% | +3.78% | +9.67% | +22.6% | +32.2% | +27.6% |
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 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|
| Cash & short-term investments | 61.5M | 63.2M | 143.5M | 183.3M | 302.4M | 416.1M |
| Receivables | 24M | 18M | 27.1M | 58.9M | 57.3M | 66M |
| Inventory | 35.6M | 81.4M | 78.3M | 132.2M | 172.5M | 188.3M |
| Total current assets | 132.4M | 172.4M | 258.1M | 392.8M | 547.6M | 690.7M |
| Property, plant & equipment | 5.9M | 11.1M | 157.2M | 423.5M | 481.4M | 463.7M |
| Goodwill & intangibles | — | — | 0 | 41.9M | 37.6M | 35.1M |
| Total assets | 138.3M | 186.8M | 418.6M | 846.9M | 1.1B | 1.2B |
| Accounts payable | 18.8M | 25.1M | 31.6M | 69.8M | 78.2M | 105.4M |
| Short-term debt | 1.5M | 2.7M | 30.8M | 59.6M | 88.7M | 100.7M |
| Total current liabilities | 48.9M | 57M | 102.6M | 205.8M | 264.4M | 342.2M |
| Long-term debt | 2.5M | 2.6M | 117.4M | 343.6M | 395.6M | 369M |
| Total liabilities | 51.6M | 60.9M | 223.4M | 556.5M | 665.3M | 716.7M |
| Shareholders' equity | 86.8M | 125.8M | 195.2M | 290.4M | 405.2M | 485.8M |
| Total debt | 4M | 5.3M | 148.2M | 403.2M | 484.3M | 469.7M |
| Net debt | -57.5M | -57.9M | 4.7M | 220M | 224.5M | 89.9M |
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 | 214M | 183.3M | 195.3M | 207.8M | 259.8M | 302.4M | 286.8M | 303M | 365.9M | 416.1M | 363.2M | 377.8M |
| Receivables | 31.4M | 58.9M | 59.4M | 69.6M | 62.5M | 57.3M | 67M | 69.4M | 59.8M | 66M | 83.5M | 91.7M |
| Inventory | 82.4M | 132.2M | 186.1M | 197.6M | 183.3M | 172.5M | 204.9M | 186.8M | 176.4M | 188.3M | 240.3M | 218M |
| Total current assets | 341.5M | 392.8M | 460.7M | 493.4M | 527.7M | 547.6M | 579.2M | 577.3M | 622M | 690.7M | 708.9M | 730.2M |
| Property, plant & equipment | 175.7M | 423.5M | 481.8M | 518.2M | 505M | 481.4M | 471.4M | 466.7M | 458.8M | 463.7M | 472.7M | 494.6M |
| Goodwill & intangibles | — | 41.9M | 40.8M | 39.7M | 38.6M | 37.6M | 37M | 36.3M | 35.7M | 35.1M | 35.7M | 35M |
| Total assets | 529.8M | 846.9M | 977.6M | 1.1B | 1.1B | 1.1B | 1.1B | 1.1B | 1.1B | 1.2B | 1.2B | 1.3B |
| Accounts payable | 40.2M | 69.8M | 86.8M | 79.9M | 66.7M | 78.2M | 87.8M | 73.7M | 79.5M | 105.4M | 98.8M | 86.1M |
| Short-term debt | 32.9M | 59.6M | 69.4M | 76.4M | 84.9M | 88.7M | 90.8M | 96.3M | 99.9M | 100.7M | 106.7M | 121.4M |
| Total current liabilities | 140.4M | 205.8M | 251.7M | 249M | 247.3M | 264.4M | 291.8M | 273.9M | 299.6M | 342.2M | 342.9M | 349.3M |
| Long-term debt | 131.6M | 343.6M | 401.1M | 440.8M | 419.4M | 395.6M | 381.1M | 372.1M | 361.8M | 369M | 368.2M | 384.9M |
| Total liabilities | 275.6M | 556.5M | 659.8M | 696.6M | 673M | 665.3M | 678.1M | 651.3M | 666.8M | 716.7M | 719.9M | 739.7M |
| Shareholders' equity | 254.2M | 290.4M | 317.8M | 358.4M | 400.4M | 405.2M | 412.9M | 431.4M | 457.3M | 485.8M | 510.3M | 534M |
| Total debt | 164.5M | 403.2M | 470.5M | 517.2M | 504.3M | 484.3M | 471.9M | 468.4M | 461.7M | 469.7M | 474.9M | 506.3M |
| Net debt | -49.5M | 220M | 285.3M | 331.6M | 286.7M | 224.5M | 220.2M | 228.2M | 126.8M | 89.9M | 144.6M | 171.8M |
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 | 2.9M | 37.5M | 29.3M | 24M | 94.1M | 125.8M | 137.4M |
| Depreciation & amortization | 128K | 227K | 775K | 1.4M | 2.9M | 8.5M | 8.3M |
| Stock-based compensation | 0 | 0 | 9.7M | 9.2M | 2.5M | 16.8M | 5M |
| Change in working capital | -4.4M | -16.8M | -34.7M | -5.5M | 5.9M | -21.4M | 34.4M |
| Operating cash flow | -1.6M | 21.5M | 5.4M | 31.7M | 108.3M | 160.8M | 190.7M |
| Capital expenditure | -944K | -647K | -1.8M | -709K | -3.9M | -13.4M | — |
| Investing cash flow | -944K | -647K | -1.8M | -709K | -90.5M | -55.4M | 2.6M |
| Dividends paid | — | — | — | — | — | — | — |
| Share repurchases | — | — | 0 | 0 | -1.6M | -23.2M | -67.4M |
| Financing cash flow | 89K | 25.7M | -3M | 31.9M | -4M | -25M | -67.8M |
| Net change in cash | -2.5M | 46.6M | 585K | 62.8M | 13.7M | 80.4M | 125.5M |
| Free cash flow | 213K | 32.6M | 6.7M | 48.9M | 129.1M | 142.5M | 182.8M |
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 | 24.2M | 35.6M | 27.2M | 27M | 40.7M | 31M | 27.1M | 34.6M | 37.2M | 38.5M | 38.1M | 42.3M |
| Depreciation & amortization | 390K | 1.7M | 2.1M | 2.1M | 2.1M | 2.3M | 2M | 2.1M | 2.1M | 2M | 2.2M | 2.2M |
| Stock-based compensation | 317K | 429K | 275K | 13.9M | 1.4M | 1.2M | 1.2M | 3M | 349K | 349K | 345K | 11.2M |
| Change in working capital | 1.2M | 5.3M | -37.8M | -39.4M | -1.4M | 38.3M | -25.7M | 7.2M | 37M | 16M | -71.5M | 17.2M |
| Operating cash flow | 26.5M | 22.7M | 354K | 18.1M | 46.1M | 77.5M | 5.1M | 38.6M | 78.3M | 64.4M | -21.7M | 48.4M |
| Capital expenditure | -663K | -3.1M | -2.5M | -6.1M | -3.8M | -1.1M | -2.4M | — | — | — | — | — |
| Investing cash flow | -663K | -81.2M | -12.5M | -17.9M | -23.6M | -1.4M | 4.6M | -27.3M | 28.9M | -5M | -10.4M | -11M |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | — | 0 | — | — | 0 | -23.2M | -22.7M | -23.3M | -11.3M | -10M | -12.3M | -30M |
| Financing cash flow | -786K | -569K | -595K | -554K | -440K | -23.4M | -22.8M | -23.4M | -11.4M | -10.1M | -12.4M | -30.2M |
| Net change in cash | 25M | -59.1M | -12.7M | -438K | 22M | 52.8M | -13M | -12.1M | 95.7M | 49.2M | -44.5M | 7.3M |
| Free cash flow | 43.4M | 47.2M | 11.3M | 12.9M | 51.4M | 66.9M | 7M | 37M | 77.1M | 61.7M | -26.2M | 45.1M |