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 | $0.12 | $0.2 | +66.7% | — | $180.5M | — |
| Q1 26 | -$0.05 | -$0.17 | -240.0% | — | $197.9M | — |
| Q4 25 | $0.14 | $0.2 | +42.9% | — | $152.7M | — |
| Q3 25 | $0.35 | $0.4 | +14.3% | — | $147.9M | — |
| Q2 25 | $0.87 | $0.92 | +5.7% | — | $241.1M | — |
| Q1 25 | $0.63 | $0.69 | +9.5% | — | $268.1M | — |
| Q4 24 | $0.13 | $0.2 | +53.8% | — | $123.6M | — |
| Q3 24 | $0.23 | $0.32 | +39.1% | — | $119M | — |
| Q2 24 | $0.68 | $0.82 | +20.6% | — | $192.8M | — |
| Q1 24 | $0.49 | $0.61 | +24.5% | — | $211.6M | — |
| Q4 23 | $0.12 | $0.17 | +41.7% | — | $97.2M | — |
| Q3 23 | $0.14 | $0.21 | +50.0% | — | $94.5M | — |
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 | — | $1.95 | — | — | $809.8M | — |
| FY24 | — | $1.77 | — | — | $647M | — |
| FY23 | — | $1.06 | — | — | $508.7M | — |
| FY22 | — | $0.4 | — | — | $324.5M | — |
| FY21 | — | $0.26 | — |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|
| Revenue | $110.6M | $222.6M | $324.5M | $508.7M | $647M | $809.8M |
| YoY change | — | +101.2% | +45.8% | +56.7% | +27.2% | +25.2% |
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 | Q1 24 | Q2 24 | Q3 24 |
|---|
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|
| Revenue | 110.6M | 222.6M | 324.5M | 508.7M | 647M | 809.8M |
| Cost of revenue | 32.8M | 69.4M | 106.5M | 150.5M | 178.7M | 221.1M |
| Gross profit | 77.8M | 153.2M | 218.1M | 358.2M | 468.3M | 588.7M |
| Gross margin | 70.3% | 68.8% | 67.2% | 70.4% | 72.4% | 72.7% |
| Research & development | — | — | — | — | — | — |
| Selling, general & administrative | 61.2M | 133.7M | 190.4M | 283.9M | 352.7M | 469.9M |
| Operating expenses | 61.2M | 133.7M | 190.4M | 283.9M | 352.7M | 469.9M |
| Operating income | 16.7M | 19.5M | 27.7M | 74.3M | 115.6M | 118.8M |
| Operating margin | 15.1% | 8.77% | 8.52% | 14.6% | 17.9% | 14.7% |
| Non-operating income, net | — | — | — | — | — | — |
| Pretax income | 15.4M | 18.6M | 28.9M | 78.6M | 127.9M | 135.7M |
| Income tax | 3.7M | 4.7M | 7.2M | 20.1M | 26.4M | 25M |
| Net income | 11.7M | 13.9M | 21.7M | 58.5M | 101.5M | 110.7M |
| Net margin | 10.6% | 6.25% | 6.7% | 11.5% | 15.7% | 13.7% |
| EBITDA | 20.9M | 23.5M | 32.1M | 82.9M | 125.4M | 131.4M |
| EPS | 0.22 | 0.26 | 0.4 | 1.06 | 1.77 | 1.95 |
| Diluted EPS | 0.21 | 0.24 | 0.38 | 1 | 1.64 | 1.8 |
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 | 94.5M | 97.2M | 211.6M | 192.8M | 119M | 123.6M | 268.1M | 241.1M | 147.9M | 152.7M | 197.9M | 180.5M |
| Cost of revenue | 28.1M | 29.8M | 55.5M | 53.7M | 35.8M | 33.8M | 67.2M | 66.8M | 42M | 45.1M | 60M | 56.6M |
| Gross profit | 66.4M | 67.5M | 156.1M | 139.1M | 83.2M | 89.9M | 200.8M | 174.4M | 105.9M | 107.6M | 138M | 123.9M |
| Gross margin | 70.3% | 69.4% | 73.8% | 72.2% | 69.9% | 72.7% | 74.9% | 72.3% | 71.6% | 70.5% | 69.7% | 68.7% |
| Research & development | — | — | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 60.1M | 61M | 117.1M | 86.1M | 63.7M | 85.8M | 158.2M | 117.3M | 88.5M | 106M | 163.5M | 125.2M |
| Operating expenses | 60.1M | 61M | 117.1M | 86.1M | 63.7M | 85.8M | 158.2M | 117.3M | 88.5M | 106M | 163.5M | 125.2M |
| Operating income | 6.3M | 6.5M | 39M | 53M | 19.5M | 4M | 42.7M | 57.1M | 17.4M | 1.7M | -25.5M | -1.3M |
| Operating margin | 6.68% | 6.63% | 18.4% | 27.5% | 16.4% | 3.27% | 15.9% | 23.7% | 11.7% | 1.08% | -12.9% | -0.7% |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — | — | — |
| Pretax income | 8.5M | 7.9M | 41.9M | 56.7M | 22.6M | 6.7M | 45.3M | 59.6M | 23.6M | 7.2M | -20.2M | 15.3M |
| Income tax | 4.6M | 2.7M | 9M | 11.2M | 4.9M | 1.4M | 7.5M | 10.3M | 5.8M | 1.4M | 1.2M | 2.4M |
| Net income | 3.8M | 5.1M | 33M | 45.5M | 17.7M | 5.3M | 37.8M | 49.3M | 17.7M | 5.9M | -21.4M | 12.9M |
| Net margin | 4.06% | 5.26% | 15.6% | 23.6% | 14.9% | 4.29% | 14.1% | 20.4% | 12% | 3.85% | -10.8% | 7.14% |
| EBITDA | 8.5M | 8.8M | 41.3M | 55.3M | 22.1M | 6.7M | 45.3M | 59.7M | 20M | 6.3M | -21.2M | 2M |
| EPS | 0.07 | — | 0.57 | 0.79 | 0.31 | 0.1 | 0.68 | 0.87 | 0.31 | 0.1 | -0.38 | 0.27 |
| Diluted EPS | 0.06 | — | 0.53 | 0.73 | 0.29 | 0.09 | 0.63 | 0.79 | 0.28 | 0.1 | -0.38 | 0.24 |
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 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|
| Market cap | — | — | — | 2.5B | 2.4B | 2.3B | 811.8M |
| Enterprise value | — | — | — | 2.4B | 2.3B | 2.5B | 1.3B |
| Shares outstanding | 53.9M | 53.9M | 53.9M | 54.7M | 57.4M | 56.9M | 56.9M |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|
| P/E | — | — | — | 43.5 | 23.7 | 20.7 | 84.7 |
| P/S | — | — | — | 5 | 3.72 | 2.82 | 1.27 |
| P/B | — | — | — | 8.99 | 8.54 | 5.77 | 3.65 |
| EV/EBITDA | — | — | — | 29.4 | 18.6 | 18.9 | 244.1 |
| EV/Sales | — | — | — | 4.8 | 3.6 | 3.06 | 1.85 |
| Earnings yield | — | — | — | 2.3% | 4.21% | 4.84% | 1.18% |
| FCF yield | — | — | — | 3.22% | 5.38% | 3.12% | -7.98% |
| PEG | — | — | — | — | — | — | -1.23 |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|
| Gross margin | 70.3% | 68.8% | 67.2% | 70.4% | 72.4% | 72.7% | 68.7% |
| Operating margin | 15.1% | 8.77% | 8.52% | 14.6% | 17.9% | 14.7% | -0.7% |
| Net margin | 10.6% | 6.25% | 6.7% | 11.5% | 15.7% | 13.7% | 2.23% |
| ROE | 22.4% | 17.2% | 19.6% | 20.7% | 36% | 27.9% | 5.1% |
| ROA | 14.3% | 9.74% | 10% | 14.5% | 23.1% | 9.73% | -0.48% |
| ROIC | 70.1% | 25.8% | 30.6% | 30.8% | 44.8% | 16.4% | -0.74% |
| Return on tangible assets | 16.6% | 20.7% | 16.7% | 28.8% | 43% | 12% | 2.14% |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|
| Current ratio | 2.43 | 1.67 | 1.61 | 2.05 | 1.79 | 5.24 | 3.45 |
| Quick ratio | 1.83 | 0.74 | 0.84 | 1.28 | 0.99 | 4.06 | 2.11 |
| Debt / equity | 0.1 | 0.05 | 0.14 | 0.04 | 0.08 | 1.53 | 2.3 |
| Debt / assets | 0.07 | 0.03 | 0.07 | 0.03 | 0.05 | 0.53 | 0.6 |
| Net debt / EBITDA | -1.64 | -1.04 | -1.34 | -1.24 | -0.62 | 1.48 | 51.9 |
| Effective tax rate | 24% | 25.3% | 24.8% | 25.5% | 20.7% | 18.4% | 41.5% |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|
| Revenue per share | 2.05 | 4.13 | 6.02 | 9.3 | 11.3 | 14.2 | 12.4 |
| EPS (basic) | 0.22 | 0.26 | 0.4 | 1.06 | 1.77 | 1.95 | 1.95 |
| EPS (diluted) | 0.21 | 0.24 | 0.38 | 1 | 1.64 | 1.8 | 0.22 |
| Book value per share | 0.97 | 1.5 | 2.06 | 5.18 | 4.92 | 6.97 | 5.1 |
| FCF per share | 0.37 | 0.08 | 0.59 | 1.5 | 2.26 | 1.25 | -0.66 |
| Cash per share | 0.74 | 0.53 | 1.09 | 2.11 | 1.75 | 7.26 | 4.05 |
| Capex per share | 0.02 | 0.04 | 0.04 | 0.04 | 0.06 | 0.22 | 0.22 |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|
| Capex / revenue | 1.03% | 1.07% | 0.72% | 0.41% | 0.51% | 1.51% | 1.51% |
| Capex / operating cash flow | 5.29% | 67.3% | 13.7% | 2.53% | 2.34% | 14% | 14% |
| Payout ratio | — | — | — | — | — | — | 0% |
| — |
| $222.6M |
| — |
| FY20 | — | $0.22 | — | — | $110.6M | — |
| Q4 24 |
|---|
| Q1 25 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Revenue | $94.5M | $97.2M | $211.6M | $192.8M | $119M | $123.6M | $268.1M | $241.1M | $147.9M | $152.7M | $197.9M | $180.5M |
| YoY change | +37% | +44.1% | +27.8% | +27.4% | +26% | +27.1% | +26.7% | +25.1% | +24.3% | +23.5% | -26.2% | -25.1% |
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 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|
| Cash & short-term investments | 39.8M | 28.8M | 59M | 115.6M | 100.2M | 413.4M |
| Receivables | 4.5M | 5.1M | 7.6M | 9.9M | 9.2M | 16.9M |
| Inventory | 15.7M | 51.5M | 70.2M | 84.1M | 99.8M | 135.2M |
| Total current assets | 64.3M | 92.7M | 145.9M | 223.8M | 223.4M | 601.8M |
| Property, plant & equipment | 8.9M | 8.4M | 21.1M | 20.9M | 31.2M | 30.8M |
| Goodwill & intangibles | 11.4M | 75.8M | 86.1M | 201.8M | 202.7M | 217M |
| Total assets | 81.8M | 143M | 216.4M | 404.9M | 438.9M | 1.1B |
| Accounts payable | 15.9M | 37M | 44.8M | 56.2M | 79.1M | 76M |
| Short-term debt | 4.2M | 4.4M | 7.8M | 3.8M | 7.1M | 6M |
| Total current liabilities | 26.5M | 55.6M | 90.4M | 109.3M | 124.8M | 114.8M |
| Long-term debt | 1.3M | 0 | 8.1M | 8.7M | 15.6M | 601.8M |
| Total liabilities | 29.4M | 62M | 105.4M | 121.8M | 156.6M | 741.3M |
| Shareholders' equity | 52.3M | 80.9M | 111M | 283.1M | 282.3M | 396.5M |
| Total debt | 5.5M | 4.4M | 15.9M | 12.5M | 22.7M | 607.8M |
| Net debt | -34.3M | -24.4M | -25.1M | -24M | -27.6M | 205.6M |
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 | 164.1M | 115.6M | 157.3M | 170.4M | 147.6M | 100.2M | 186.7M | 678.7M | 639.7M | 413.4M | 295.7M | 193.2M |
| Receivables | 8M | 9.9M | 11.5M | 11.6M | 10.8M | 9.2M | 13.5M | 10.8M | 9.5M | 16.9M | 23.3M | 12.1M |
| Inventory | 70.3M | 84.1M | 87.4M | 88.6M | 89.5M | 99.8M | 96.3M | 94.2M | 116M | 135.2M | 148M | 152.2M |
| Total current assets | 252.4M | 223.8M | 273.5M | 283.2M | 260.1M | 223.4M | 315.2M | 798.3M | 786.6M | 601.8M | 500.1M | 390.7M |
| Property, plant & equipment | 23.7M | 20.9M | 27.2M | 26.8M | 34.1M | 31.2M | 34.9M | 33.2M | 33.9M | 30.8M | 32.7M | 30M |
| Goodwill & intangibles | 101.4M | 201.8M | 201.9M | 202.1M | 201.2M | 202.7M | 203.1M | 203.2M | 210.8M | 217M | 222.1M | 226.7M |
| Total assets | 383.4M | 404.9M | 505.1M | 518.8M | 505.8M | 438.9M | 534.2M | 1.1B | 1.1B | 1.1B | 1B | 935.1M |
| Accounts payable | 41.8M | 56.2M | 85.6M | 58.4M | 62.2M | 79.1M | 120.8M | 73M | 60.7M | 76M | 65.3M | 63.1M |
| Short-term debt | 3.7M | 3.8M | 3.6M | 6.4M | 6.7M | 7.1M | 7.3M | 7.3M | 6.9M | 6M | 6.5M | 5.8M |
| Total current liabilities | 99.7M | 109.3M | 158.3M | 130.9M | 125.4M | 124.8M | 169.5M | 126.4M | 104.4M | 114.8M | 123.2M | 113.2M |
| Long-term debt | 8.9M | 8.7M | 13.3M | 9.8M | 16.5M | 15.6M | 16.4M | 598.2M | 600.4M | 601.8M | 602.5M | 553.5M |
| Total liabilities | 112.4M | 121.8M | 175.5M | 144.6M | 145.7M | 156.6M | 204.5M | 746.7M | 728.5M | 741.3M | 750.9M | 691.9M |
| Shareholders' equity | 271M | 283.1M | 329.6M | 374.2M | 360M | 282.3M | 329.7M | 351.2M | 380.7M | 396.5M | 298.9M | 243.3M |
| Total debt | 12.6M | 12.5M | 16.9M | 16.3M | 23.2M | 22.7M | 23.7M | 605.5M | 607.3M | 607.8M | 609M | 559.2M |
| Net debt | -51.3M | -24M | -60.6M | -70.6M | -62.7M | -27.6M | -113.2M | -51.3M | 15.3M | 205.6M | 330.4M | 392M |
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 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|
| Net income | 11.7M | 13.9M | 21.7M | 58.5M | 101.5M | 110.7M |
| Depreciation & amortization | 4.3M | 4M | 4.4M | 8.6M | 9.8M | 12.6M |
| Stock-based compensation | 99K | 2.1M | 6.7M | 24.1M | 25M | 33.9M |
| Change in working capital | 5M | -16.1M | -14.7M | -6.4M | 8.9M | -44.1M |
| Operating cash flow | 21.5M | 3.5M | 17.2M | 83.1M | 139.6M | 87.6M |
| Capital expenditure | -1.1M | -2.4M | -2.3M | -2.1M | -3.3M | -12.3M |
| Investing cash flow | 8.8M | -15.4M | -20.7M | -136.5M | 6.1M | -263.3M |
| Dividends paid | — | — | — | — | — | — |
| Share repurchases | — | — | -607K | 0 | -147.6M | 0 |
| Financing cash flow | -1.9M | -636K | -683K | 42.8M | -146.3M | 519.1M |
| Net change in cash | 28.4M | -12.5M | -4.2M | -10.6M | -604K | 343.4M |
| Free cash flow | 19.8M | 4.5M | 31.6M | 81.8M | 129.8M | 71.4M |
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 | 3.8M | 5.1M | 33M | 45.5M | 17.7M | 5.3M | 37.8M | 49.3M | 17.7M | 5.9M | -21.4M | 12.9M |
| Depreciation & amortization | 2.2M | 2.4M | 2.3M | 2.3M | 2.6M | 2.7M | 2.7M | 2.7M | 2.7M | 4.6M | 4.3M | 3.2M |
| Stock-based compensation | 12.2M | 7.5M | 6.9M | 7M | 2.7M | 8.5M | 7.1M | 9.8M | 8.9M | 8.2M | 8.1M | 9.8M |
| Change in working capital | -5.1M | -3.5M | 24.7M | -28.6M | 3.5M | 9.3M | 40.8M | -43.1M | -31.8M | -10M | -30M | 5.8M |
| Operating cash flow | 13.9M | 9.5M | 65.1M | 23.4M | 24.1M | 26.9M | 88.1M | 13M | -8.8M | -5M | -20.2M | 14.3M |
| Capital expenditure | -821K | -519K | -655K | -847K | -896K | -872K | -1M | -1.1M | -4.4M | -5M | -4.2M | — |
| Investing cash flow | -62.5M | -28.7M | -46M | -7.2M | 774K | 37.7M | -2.5M | -81.7M | -39.4M | -183.4M | -22.6M | -11.1M |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | 0 | — | — | — | -36.9M | -100.3M | — | 0 | 0 | 0 | -80.1M | -82.7M |
| Financing cash flow | 55.9M | -57M | 0 | 0 | -36.9M | -97.4M | — | 0 | -13.1M | -734K | -80.1M | -82.7M |
| Net change in cash | 7.3M | -76.2M | 19.1M | 16.2M | -12M | -32.7M | 85.6M | -68.7M | -61.3M | -189.1M | -122.9M | -79.5M |
| Free cash flow | 1.8M | 6.3M | 77.9M | 23.8M | 14.1M | 14M | 85.9M | 11M | -17.1M | -10.9M | -25.3M | 17.8M |