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 | $0.6 | $0.44 | -26.7% | — | $142.4M | — |
| Q1 26 | $0.71 | $0.56 | -21.1% | — | $123.3M | — |
| Q4 25 | $0.71 | $0.8 | +12.7% | — | $123.3M | — |
| Q3 25 | $0.91 | $0.87 | -4.4% | — | $122.5M | — |
| Q2 25 | $0.55 | $0.51 | -7.3% | — | $142.6M | — |
| Q1 25 | $0.47 | $0.42 | -10.6% | — | $136.2M | — |
| Q4 24 | $0.76 | $0.89 | +17.1% | — | $122.4M | — |
| Q3 24 | $0.67 | $0.67 | 0.0% | — | $145M | — |
| Q2 24 | $0.64 | $0.74 | +15.6% | — | $135.2M | — |
| Q1 24 | $0.69 | $0.89 | +29.0% | — | $123.7M | — |
| Q4 23 | $0.65 | $0.65 | 0.0% | — | $131.8M | — |
| Q3 23 | $0.5 | $0.79 | +58.0% | — | $94.8M | — |
| Q2 23 | $0.59 | $0.83 | +40.7% | — | $131.7M | — |
| Q1 23 | $0.3 | $0.62 | +106.7% | — | $119.3M | — |
| Q4 22 | $0.28 | $0.28 | 0.0% | — | $154.4M | — |
| Q3 22 | $0.26 | $0.56 | +115.4% | — | $95.6M | — |
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 | — | $2.92 | — | — | $525M | — |
| FY24 | — | $3 | — | — | $526M | — |
| FY23 | — | $2.58 | — | — | $477.1M | — |
| FY22 | — | $1.74 | — | — | $394.4M | — |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $179.5M | $208M | $249.9M | $308.3M | $347M | $394.4M | $477.1M | $526M | $525M |
| YoY change | — | +15.9% | +20.2% | +23.3% | +12.6% | +13.6% | +21% | +10.2% | -0.19% |
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 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 179.5M | 208M | 249.9M | 308.3M | 347M | 394.4M | 477.1M | 526M | 525M |
| Cost of revenue | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 29.7M | 34.3M | 42.6M | 48M | 58.2M | 67.2M | 78.9M | 90.4M | 97M |
| Operating expenses | 32M | 35.9M | 44.7M | 52.1M | 65.7M | 74.4M | 87M | 98M | 105.2M |
| Operating income | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | 1.9M | 1.5M | 1.6M | 562K | 2.1M | 2.4M | 1.9M | 2M | 2.7M |
| Pretax income | 7M | 25.6M | 25.3M | 29.3M | 48.6M | 92.2M | 126M | 132.3M | 127.1M |
| Income tax | -14.4K | 62K | 1.7M | 2.1M | 1.8M | 2.9M | 7.9M | -2.9M | -10K |
| Net income | 7M | 25.5M | 23.6M | 27.3M | 46.8M | 89.2M | 118.2M | 135.2M | 127.2M |
| Net margin | 3.92% | 12.3% | 9.43% | 8.84% | 13.5% | 22.6% | 24.8% | 25.7% | 24.2% |
| EBITDA | — | — | — | — | — | — | — | — | — |
| EPS | 0.15 | 0.53 | 0.49 | 0.69 | 0.89 | 1.74 | 2.58 | 3 | 2.92 |
| Diluted EPS | 0.15 | 0.53 | 0.49 | 0.69 | 0.89 | 1.74 | 2.55 | 3 | 2.89 |
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 | 94.8M | 131.8M | 123.7M | 135.2M | 145M | 122.4M | 136.2M | 142.6M | 122.5M | 123.3M | 123.3M | 142.4M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | — | — | — | — | — | — | — | — | 24.4M | 26.8M | 25.6M | 23.4M |
| Operating expenses | — | — | — | — | — | — | — | — | 26.1M | 28.2M | 27.6M | 26.2M |
| Operating income | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | — | — | — | — | — | — | — | — | 800K | 420K | 1M | 1.1M |
| Pretax income | — | — | — | — | — | — | — | — | 33.1M | 30.6M | 22M | 20.9M |
| Income tax | — | — | — | — | — | — | — | — | -400K | -1.6M | 300K | 69K |
| Net income | — | — | — | — | — | — | — | — | 33.5M | 32.3M | 21.7M | 20.8M |
| Net margin | — | — | — | — | — | — | — | — | 27.3% | 26.2% | 17.6% | 14.6% |
| EBITDA | — | — | — | — | — | — | — | — | — | — | — | — |
| EPS | 0.22 | 0.74 | 0.81 | 0.73 | 0.76 | 0.67 | 0.59 | 0.79 | 0.78 | 0.75 | 0.49 | 0.49 |
| Diluted EPS | 0.22 | 0.74 | 0.81 | 0.73 | 0.75 | 0.65 | 0.59 | 0.77 | 0.75 | 0.75 | 0.49 | 0.49 |
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 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|
| Market cap | — | 474.8M | 508.7M | — | 368.6M | 364M | 553.1M | 1.1B | 1.1B | 1.1B |
| Enterprise value | — | 290.1M | 88.9M | — | -298.7M | -55.4M | 255.5M | 691.2M | 705.1M | 705.1M |
| Shares outstanding | 48.4M | 48.4M | 48.4M | 43M | 45.5M | 45.5M | 42.9M | 45.1M | 43.3M | 43.3M |
| Metric | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|
| P/E | — | 18.6 | 21.6 | — | 7.87 | 4.08 | 4.68 | 7.93 | 8.54 | 8.54 |
| P/S | — | 2.28 | 2.04 | — | 1.06 | 0.92 | 1.16 | 2.04 | 2.07 | 2.07 |
| P/B | — | 1.58 | 1.63 | — | 0.92 | 0.89 | 1.02 | 1.64 | 1.53 | 1.53 |
| EV/Sales | — | 1.39 | 0.36 | — | -0.86 | -0.14 | 0.54 | 1.31 | 1.34 | 1.34 |
| Earnings yield | — | 5.38% | 4.63% | — | 12.7% | 24.5% | 21.4% | 12.6% | 11.7% | 11.7% |
| FCF yield | — | 21.7% | 4% | — | 46.9% | 42.2% | 35% | 18.9% | 9.87% | 9.87% |
| Metric | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|
| Net margin | 3.92% | 12.3% | 9.43% | 8.84% | 13.5% | 22.6% | 24.8% | 25.7% | 24.2% | 24.2% |
| ROE | — | 8.48% | 7.55% | 7.15% | 11.6% | 21.7% | 21.9% | 20.6% | 17.9% | 17.9% |
| ROA | — | — | — | — | — | — | — | 6.63% | 6.05% | 6.05% |
| Return on tangible assets | — | — | — | — | — | — | — | 6.63% | 6.05% | 6.05% |
| Metric | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|
| Debt / equity | — | — | 0.01 | 0.01 | 0.01 | 0.01 | — | — | — | — |
| Interest coverage | — | — | 234.8 | 145.5 | 127.9 | 665.6 | — | — | — | — |
| Effective tax rate | 0% | 0.24% | 6.68% | 7.08% | 3.73% | 3.18% | 6.23% | 0% | 0% | 0% |
| Metric | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 3.7 | 4.29 | 5.16 | 7.17 | 7.63 | 8.67 | 11.1 | 11.7 | 12.1 | 12.1 |
| EPS (basic) | 0.15 | 0.53 | 0.49 | 0.69 | 0.89 | 1.74 | 2.58 | 3 | 2.92 | 2.92 |
| EPS (diluted) | 0.15 | 0.53 | 0.49 | 0.69 | 0.89 | 1.74 | 2.55 | 3 | 2.89 | 2.89 |
| Book value per share | — | 6.22 | 6.44 | 8.86 | 8.83 | 9.03 | 12.6 | 14.5 | 16.4 | 16.4 |
| FCF per share | 0.23 | 2.12 | 0.42 | -2.15 | 3.8 | 3.38 | 4.5 | 4.5 | 2.48 | 2.48 |
| Cash per share | — | 3.81 | 8.7 | 12.7 | 14.7 | 9.29 | 6.93 | 8.44 | 8.8 | 8.8 |
| Capex per share | 0.01 | 0.01 | 0.01 | 0.01 | 0.03 | 0.02 | 0.07 | 0.15 | — | — |
| Metric | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 0.22% | 0.2% | 0.17% | 0.11% | 0.36% | 0.19% | 0.66% | 1.25% | — | — |
| Capex / operating cash flow | -12.1% | 0.81% | 52% | -0.23% | 2.13% | 0.97% | 5.19% | 5.61% | — | — |
| Payout ratio | 163.1% | 16% | 45.9% | 16% | 32.3% | 11.4% | 1.48% | 19.6% | 36.3% | 36.3% |
| Dividend yield | — | 0.86% | 2.13% | — | 4.1% | 2.79% | 0.32% | 2.48% | 4.25% | 4.25% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Aug 18, 2026 | $0.075 |
| May 28, 2026 | $0.075 |
| Mar 18, 2026 | $1.15 |
| Mar 13, 2026 | $0.05 |
| Dec 17, 2025 | $0.05 |
| Aug 29, 2025 | $0.05 |
| Jun 2, 2025 | $0.05 |
| Apr 4, 2025 | $0.875 |
| FY21 |
| — |
| $0.89 |
| — |
| — |
| $347M |
| — |
| FY20 | — | $0.69 | — | — | $308.3M | — |
| FY19 | — | $0.49 | — | — | $249.9M | — |
| FY18 | — | $0.53 | — | — | $208M | — |
| FY17 | — | $0.15 | — | — | $179.5M | — |
| 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 | $94.8M | $131.8M | $123.7M | $135.2M | $145M | $122.4M | $136.2M | $142.6M | $122.5M | $123.3M | $123.3M | $142.4M |
| YoY change | -0.84% | -14.7% | +3.69% | +2.66% | +53% | -7.16% | +10.1% | +5.47% | -15.5% | +0.74% | -9.47% | -0.14% |
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 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 184.7M | 421.4M | 546M | 671M | 422.5M | 297.6M | 380.6M | 380.8M |
| Receivables | 108.3M | 113M | 166.6M | 179.4M | 404.8M | 468.3M | 481.7M | 508M |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | — | — | — | — | — | — | — |
| Goodwill & intangibles | 5.9M | 7.8M | 9.4M | 8.6M | 7.1M | — | — | — |
| Total assets | — | — | — | — | — | — | 2B | 2.1B |
| Accounts payable | 35.5M | 55.3M | 88.5M | 100.8M | 90.4M | 89.7M | 90M | 95.9M |
| Short-term debt | — | — | — | 1M | 986K | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — |
| Long-term debt | — | 1.6M | 3M | 2.8M | 2.1M | — | — | — |
| Total liabilities | — | — | — | — | — | — | 1.4B | 1.4B |
| Shareholders' equity | 301.2M | 312.1M | 381M | 401.9M | 410.9M | 540.4M | 654.8M | 710.1M |
| Total debt | — | 1.6M | 3M | 3.8M | 3.1M | — | — | — |
| Net debt | — | -190.9M | -130.5M | -228M | -119.1M | — | — | — |
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 | 931.2M | 297.6M | 1B | 1.1B | 1.2B | 380.6M | 1.2B | 1.2B | 1.3B | 380.8M | 1.2B | 1.2B |
| Receivables | 461.6M | 468.3M | 493.8M | 497.1M | 469.9M | 481.7M | 556M | 580.7M | 530.4M | 508M | 569.2M | 599.6M |
| Inventory | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | — | — | — | — | — | — | — | — | — | — | — |
| Goodwill & intangibles | — | — | — | — | — | — | — | — | — | — | — | — |
| Total assets | — | — | 1.9B | 2B | 2B | 2B | 2.1B | 2.1B | 2.1B | 2.1B | 2.1B | 2.2B |
| Accounts payable | 87.1M | 89.7M | 79.1M | 96.4M | 93.2M | 90M | 94.2M | 115.5M | 110.4M | 95.9M | 89.3M | 103.9M |
| Short-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total liabilities | — | — | 1.3B | 1.4B | 1.4B | 1.4B | 1.4B | 1.5B | 1.4B | 1.4B | 1.5B | 1.5B |
| Shareholders' equity | 470.1M | 540.4M | 557.2M | 588.2M | 651.6M | 654.8M | 650.4M | 662.3M | 686.5M | 710.1M | 653.6M | 668.9M |
| 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 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|
| Net income | 7M | 25.6M | 25.3M | 29.3M | 46.8M | 89.2M | 118.2M | 135.2M | 127.2M |
| Depreciation & amortization | — | — | — | — | — | — | — | — | — |
| Stock-based compensation | — | 0 | 0 | 450K | 1.2M | 2.3M | 3.2M | 4.6M | 6.8M |
| Change in working capital | -14.3M | -1.9M | 17.2M | -22.5M | 10.4M | -17.7M | -60.8M | -22.2M | -32.6M |
| Operating cash flow | -3.3M | 51.3M | 810K | -152.1M | 59.1M | 75.2M | 60.9M | 117.7M | 108.1M |
| Capital expenditure | -398.6K | -415K | -421K | -344K | -1.3M | -732K | -3.2M | -6.6M | — |
| Investing cash flow | -398.6K | -415K | -421K | -344K | -51.5M | -246.5M | -90.4M | -186.6M | 36.8M |
| Dividends paid | -11.5M | -4.1M | -10.8M | -4.4M | -15.1M | -10.2M | -1.7M | -26.5M | -46.2M |
| Share repurchases | 0 | -15.1M | -5.1M | -80M | 0 | -2.4M | -31.1M | -23.2M | -61.9M |
| Financing cash flow | -11.5M | -19.1M | -16.5M | 35.7M | -15.9M | -13.6M | -32.8M | -49.7M | -107.5M |
| Net change in cash | -15.2M | 31.7M | -16.1M | -116.7M | -8.3M | -185M | -62.3M | -118.6M | 37.5M |
| Free cash flow | 11.3M | 102.9M | 20.3M | -92.5M | 172.9M | 153.6M | 193.4M | 202.8M | 107.2M |