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 | $0.78 | $0.88 | +12.8% | — | $1.1B | — |
| Q1 26 | $0.61 | $0.63 | +3.3% | — | $992M | — |
| Q4 25 | $0.36 | $0.26 | -27.8% | — | $987M | — |
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 | — | $1.49 | — | — | $3.9B | — |
| FY24 | — | $3.74 | — | — | $3.8B | — |
| FY23 | — | $3.91 | — | — | $3.6B | — |
| FY22 | — | $4.52 | — | — | $3.6B | — |
| FY21 | — | -$0.06 | — | — | $181.1K | — |
| FY20 | — | -$0.12 | — | — | $0 | — |
| FY19 | — | $0 | — | — | $0 | — |
| FY12 | — | -$0.33 | — | — | $0 | — |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY12 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $181.1K | $3.6B | $3.6B | $3.8B | $3.9B |
| YoY change | — | — | 0% | +InfinityT% | +2M% | +1.73% | +3.32% | +3.08% |
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 | FY12 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 181.1K | 3.6B | 3.6B | 3.8B | 3.9B |
| Cost of revenue | 0 | — | 0 | 339.4K | 2.2B | 2.4B | 2.5B | 2.6B |
| Gross profit | 0 | — | 0 | -158.4K | 1.4B | 1.3B | 1.3B | 1.3B |
| Gross margin | — | — | — | -87.5% | 39.1% | 35.2% | 34.6% | 32.2% |
| Research & development | — | — | — | — | 79M | 81M | 83M | 97M |
| Selling, general & administrative | 96.8K | 0 | 26.1K | 4.2M | 357M | 378M | 392M | 421M |
| Operating expenses | 96.8K | 0 | 26.1K | 4.2M | 436M | 459M | 475M | 518M |
| Operating income | -96.8K | 0 | -26.1K | -4.4M | 967M | 824M | 831M | 732M |
| Operating margin | — | — | — | -2.4K% | 27% | 22.6% | 22% | 18.8% |
| Non-operating income, net | 0 | — | — | — | -3M | 6M | -21M | -57M |
| Pretax income | -96.8K | 0 | -26.1K | -4.5M | 943M | 814M | 797M | 647M |
| Income tax | 0 | — | — | 0 | 211M | 195M | 192M | 362M |
| Net income | -96.8K | 0 | -26.1K | -4.5M | 732M | 619M | 605M | 285M |
| Net margin | — | — | — | -2.5K% | 20.4% | 17% | 16% | 7.33% |
| EBITDA | -96.8K | 0 | -26.1K | -4.4M | 1.1B | 1.1B | 1.1B | 1B |
| EPS | -0.33 | 0 | -0.12 | -0.06 | 4.52 | 3.91 | 3.74 | 1.49 |
| Diluted EPS | -0.33 | 0 | -0.12 | -0.06 | 4.52 | 3.91 | 3.74 | 1.49 |
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | Q4 21 | Q1 22 | Q2 22 | Q3 22 | Q4 22 | Q3 24 | Q4 24 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 37K | 444.1K | 6.3M | 102.4K | -546.1K | 907M | 913M | 1B | 969M | 987M | 992M | 1.1B |
| Cost of revenue | 217.6K | 396.7K | 2.2M | 190K | -141.2K | 575M | 616M | 676M | 659M | 729M | 675M | 778M |
| Gross profit | -180.6K | 47.4K | 4.1M | -87.7K | -404.9K | 332M | 297M | 357M | 310M | 258M | 317M | 370M |
| Gross margin | -488.6% | 10.7% | 64.5% | -85.7% | 74.1% | 36.6% | 32.5% | 34.6% | 32% | 26.1% | 32% | 32.2% |
| Research & development | — | — | — | — | — | 21M | 22M | 24M | 26M | 27M | 28M | 25M |
| Selling, general & administrative | 1.7M | 1.4M | 2.8M | 878.1K | 383.4K | 107M | 151M | 118M | 113M | 112M | 108M | 123M |
| Operating expenses | 1.7M | 1.4M | 2.8M | 878.1K | 383.4K | 128M | 173M | 142M | 139M | 139M | 136M | 148M |
| Operating income | -1.9M | -1.3M | 1.3M | -965.8K | -788.4K | 204M | 124M | 215M | 171M | 119M | 181M | 222M |
| Operating margin | -5.2K% | -295.7% | 20.2% | -943.6% | 144.4% | 22.5% | 13.6% | 20.8% | 17.6% | 12.1% | 18.2% | 19.3% |
| Non-operating income, net | — | — | 5K | -339.3K | 1.3M | -4M | -7M | -30M | 4M | -10M | -16M | -23M |
| Pretax income | -2M | -1.4M | 1.2M | -1.4M | 193.6K | 197M | -21M | 114M | 173M | 86M | 136M | 176M |
| Income tax | — | 0 | 0 | 0 | 0 | 49M | 17M | 97M | 182M | 32M | 31M | 42M |
| Net income | -2M | -1.4M | 1.2M | -16.2M | -412.8K | 148M | -38M | 18M | -9M | 54M | 105M | 134M |
| Net margin | -5.3K% | -306% | 19.6% | -15.9K% | 75.6% | 16.3% | -4.16% | 1.74% | -0.93% | 5.47% | 10.6% | 11.7% |
| EBITDA | -1.9M | -1.3M | 1.6M | -960.3K | -787.3K | 252M | 173M | 244M | 257M | 190M | 247M | 282M |
| EPS | — | -0.01 | 0.01 | -0.16 | — | 0.96 | — | — | -0.22 | 0.26 | 0.53 | 0.75 |
| Diluted EPS | — | -0.01 | 0.01 | -0.16 | — | 0.96 | — | — | -0.22 | 0.26 | 0.53 | 0.75 |
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 | FY12 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Market cap | 6.8M | — | 125.5K | — | — | 79.4K | 15.9K | 7.7B | 9B |
| Enterprise value | 6.8M | — | 151.6K | — | — | -376.9M | -245M | 9.7B | 10.7B |
| Shares outstanding | 282.6K | 348.6K | 348.7K | 99.7M | 158.7M | 158.7M | 158.7M | 158.7M | 158.7M |
| Metric | FY12 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | — | 0 | 0 | 27.1 | 42.9 |
| P/S | — | — | — | — | — | 0 | 0 | 1.98 | 2.2 |
| P/B | -426.7 | — | -1.12 | — | — | 0 | 0 | 5.6 | 5.67 |
| EV/EBITDA | -70 | — | -5.81 | — | — | -0.36 | -0.23 | 9.56 | 12 |
| EV/Sales | — | — | — | — | — | -0.1 | -0.06 | 2.49 | 2.61 |
| Earnings yield | — | — | — | — | — | 780K% | 3.8M% | 3.7% | 2.33% |
| FCF yield | -0.45% | — | -20.8% | — | — | 580.9K% | 3.4M% | 1.34% | -0.3% |
| PEG | — | — | — | — | — | — | — | — | 16.8 |
| Metric | FY12 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Gross margin | — | — | — | -87.5% | 39.1% | 35.2% | 34.6% | 32.2% | 32.2% |
| Operating margin | — | — | — | -2.4K% | 27% | 22.6% | 22% | 18.8% | 19.3% |
| Net margin | — | — | — | -2.5K% | 20.4% | 17% | 16% | 7.33% | 5.13% |
| ROE | 609% | 0% | 23.3% | -685% | -29.6K% | 20.4% | 19% | 20.7% | 11.3% |
| ROA | -1.2K% | — | — | -110.6% | 22.3K% | 13.3% | 12.1% | 5.02% | 7.64% |
| ROIC | 408.3% | — | — | -169% | 82.9K% | 23.6% | 21.5% | 9.66% | 10.6% |
| Return on tangible assets | -1.2K% | — | — | -137.1% | 22.3K% | 21.1% | 18.3% | 7.33% | 6.78% |
| Metric | FY12 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Current ratio | 0.33 | 0 | 0 | 0.23 | 0.33 | 1.66 | 1.72 | 1.39 | 1.46 |
| Quick ratio | 0.33 | 0 | 0 | 0.2 | 0.33 | 1.17 | 1.2 | 0.98 | 1.08 |
| Debt / equity | — | — | -0.23 | 3.82 | -1.69 | 0.08 | 0.13 | 1.81 | 1.53 |
| Debt / assets | — | — | — | 0.62 | 1.27 | 0.05 | 0.08 | 0.44 | 0.41 |
| Net debt / EBITDA | — | — | -1 | -0.44 | 0 | -0.36 | -0.23 | 1.94 | 1.72 |
| Interest coverage | — | — | — | -63.5 | 45.9 | 51.9 | 62.3 | 24.1 | 8.42 |
| Effective tax rate | 0% | — | — | 0% | 22.4% | 24% | 24.1% | 56% | 50.3% |
| Metric | FY12 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 0 | 0 | 0 | 0 | 22.6 | 23 | 23.8 | 24.5 | 25.8 |
| EPS (basic) | -0.33 | 0 | -0.12 | -0.06 | 4.52 | 3.91 | 3.74 | 1.49 | 1.49 |
| EPS (diluted) | -0.33 | 0 | -0.12 | -0.06 | 4.52 | 3.91 | 3.74 | 1.49 | 1.32 |
| Book value per share | -0.06 | -0.25 | -0.32 | 0.01 | -0.02 | 19.1 | 20 | 8.68 | 9.98 |
| FCF per share | -0.11 | 0 | -0.07 | -0.04 | 3.18 | 2.9 | 3.44 | 0.65 | 1.12 |
| Cash per share | 0.03 | 0 | 0 | 0.01 | 0.01 | 3.82 | 4.16 | 3.36 | 4.72 |
| Capex per share | — | — | — | 0 | 0 | 0.07 | 0 | 2.12 | 2.58 |
| Metric | FY12 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | — | — | — | 228.4% | 0% | 0.3% | 0% | 8.65% | 10% |
| Capex / operating cash flow | — | — | — | -11.1% | 0% | 1.43% | 0% | 73.8% | 67.8% |
| Payout ratio | — | — | — | — | — | — | 0% | 526.3% | 11.4% |
| Dividend yield | — | — | — | — | — | — | 0% | 19.5% | 0.53% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Aug 27, 2026 | $0.075 |
| May 27, 2026 | $0.075 |
| Feb 24, 2026 | $0.075 |
| Date | Ratio |
|---|---|
| Nov 2, 2020 | 1:120 |
| Period |
|---|
| Q4 21 |
|---|
| Q1 22 |
|---|
| Q2 22 |
|---|
| Q3 22 |
|---|
| Q4 22 |
|---|
| Q3 24 |
|---|
| Q4 24 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Revenue | $37K | $444.1K | $6.3M | $102.4K | -$546.1K | $907M | $913M | $1B | $969M | $987M | $992M | $1.1B |
| YoY change | — | +521.7% | +16.4K% | +186.6% | -1.6K% | — | — | — | +6.84% | +8.11% | — | +11.1% |
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 | FY12 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 7.8K | 0 | 0 | 586.9K | 799.5K | 606M | 661M | 534M |
| Receivables | — | — | — | 0 | 286.9K | 620M | 569M | 645M |
| Inventory | — | — | 0 | 78K | 12K | 552M | 558M | 715M |
| Total current assets | 7.8K | 0 | 0 | 733K | 1.1M | 1.9B | 1.9B | 2.4B |
| Property, plant & equipment | — | — | — | 712.3K | 1.8M | 1.1B | 1.2B | 1.4B |
| Goodwill & intangibles | — | — | — | 789.7K | — | 1.7B | 1.7B | 1.8B |
| Total assets | 7.8K | 0 | 0 | 4.1M | 3.3M | 4.7B | 5B | 5.7B |
| Accounts payable | — | — | — | 61.5K | 253.6K | 772M | 778M | 909M |
| Short-term debt | — | — | 26.1K | 2.5M | 2.8M | 59M | 22M | 338M |
| Total current liabilities | 23.7K | 85.8K | 111.9K | 3.2M | 3.4M | 1.1B | 1.1B | 1.7B |
| Long-term debt | — | — | — | 19.1K | 1.4M | 170M | 394M | 2.2B |
| Total liabilities | 23.7K | 85.8K | 111.9K | 3.4M | 5.8M | 1.6B | 1.8B | 4.3B |
| Shareholders' equity | -15.9K | -85.8K | -111.9K | 660.7K | -2.5M | 3B | 3.2B | 1.4B |
| Total debt | — | — | 26.1K | 2.5M | 4.2M | 229M | 416M | 2.5B |
| Net debt | — | — | 26.1K | 1.9M | 3.4M | -377M | -245M | 2B |
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 21 | Q4 21 | Q1 22 | Q2 22 | Q3 22 | Q4 22 | Q4 24 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 146.4K | 586.9K | 18.8K | 2.4M | 5.3K | 799.5K | 661M | 450M | 417M | 534M | 642M | 750M |
| Receivables | — | 0 | 187.2K | 1.4M | 286.3K | 286.9K | 569M | 659M | 635M | 645M | 632M | 671M |
| Inventory | 78K | 78K | 78K | 78K | 78K | 12K | 558M | 648M | 732M | 715M | 704M | 666M |
| Total current assets | 321.4K | 733K | 283.9K | 4.2M | 396.7K | 1.1M | 1.9B | 1.8B | 1.9B | 2.4B | 2.4B | 2.6B |
| Property, plant & equipment | 233.9K | 712.3K | 3.4M | 3.8M | 3.3M | 1.8M | 1.2B | — | — | 1.4B | — | — |
| Goodwill & intangibles | — | 789.7K | 756.3K | 27.6M | 0 | — | 1.7B | 1.7B | 1.7B | 1.8B | 1.7B | 1.7B |
| Total assets | 3.2M | 4.1M | 4.1M | 21.9M | 3.7M | 3.3M | 5B | 5.1B | 5.2B | 5.7B | 5.8B | 5.9B |
| Accounts payable | 116.1K | 61.5K | 116.6K | 268.4K | 321.3K | 253.6K | 778M | 876M | 872M | 909M | 910M | 942M |
| Short-term debt | 63.5K | 2.5M | 2.8M | 6M | 4.7M | 2.8M | 22M | — | 13M | 338M | 351M | 350M |
| Total current liabilities | 724K | 3.2M | 3.7M | 7.3M | 5.9M | 3.4M | 1.1B | 1.2B | 1.2B | 1.7B | 1.7B | 1.8B |
| Long-term debt | 2.5M | 19.1K | 432K | 392K | 413.9K | 1.4M | 394M | 2.3B | 419M | 2.2B | 2.1B | 2.1B |
| Total liabilities | 3.4M | 3.4M | 4.3M | 7.9M | 6.5M | 5.8M | 1.8B | 3.9B | 2.1B | 4.3B | 4.3B | 4.3B |
| Shareholders' equity | -165.4K | 660.7K | -183.5K | 14M | -2.7M | -2.5M | 3.2B | 1.2B | 3.2B | 1.4B | 1.5B | 1.6B |
| Total debt | 2.5M | 2.5M | 3.3M | 6.4M | 5.1M | 4.2M | 416M | 2.3B | 432M | 2.5B | 2.4B | 2.4B |
| Net debt | 2.4M | 1.9M | 3.2M | 3.9M | 5.1M | 3.4M | -245M | 1.8B | 15M | 2B | 1.8B | 1.7B |
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 | FY12 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|
| Net income | — | 0 | -26.1K | -4.5M | 732M | 619M | 605M | 285M |
| Depreciation & amortization | — | — | — | 10.4K | 153M | 221M | 217M | 220M |
| Stock-based compensation | 50K | — | 0 | 241.8K | 17M | 18M | 17M | 27M |
| Change in working capital | — | — | 0 | 563.2K | -112M | -66M | -16M | -220M |
| Operating cash flow | -46.8K | 0 | -26.1K | -3.7M | 798M | 767M | 817M | 455M |
| Capital expenditure | — | — | — | -413.5K | 0 | 11M | 0 | -336M |
| Investing cash flow | — | — | — | -413.5K | -51M | -25M | -2M | -337M |
| Dividends paid | — | — | — | — | — | — | 0 | -1.5B |
| Share repurchases | — | — | — | — | — | — | — | — |
| Financing cash flow | 13.1K | 0 | 52.2K | 4.6M | -331M | -378M | -453M | -235M |
| Net change in cash | -33.7K | 0 | 26.1K | 478.8K | 416M | 364M | 362M | -117M |
| Free cash flow | -30.3K | 0 | -26.1K | -4.1M | 505M | 461M | 546M | 103M |
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 | Q4 21 | Q1 22 | Q2 22 | Q3 22 | Q4 22 | Q3 24 | Q4 24 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income | -2M | -1.4M | 1.2M | -4.2M | 193.6K | 147M | 134M | 99M | -8M | 54M | 105M | 134M |
| Depreciation & amortization | 8.4K | 41.6K | 296.9K | -195.1K | -43.6K | 49M | 56M | 59M | 50M | 54M | 59M | 58M |
| Stock-based compensation | -58.6K | 50.8K | 141K | 311.2K | 107.3K | 4M | 4M | 6M | 7M | 8M | 5M | 6M |
| Change in working capital | 101.5K | -180.8K | 142.7K | 362K | 270.6K | -31M | 89M | 3M | -63M | -117M | 11M | 55M |
| Operating cash flow | -1.9M | -1.4M | 1.8M | -3.8M | 527.9K | 168M | 282M | 167M | -21M | 166M | 199M | 262M |
| Capital expenditure | 2.5M | -16.1K | -5.1K | 2.7K | 7.9K | 0 | 0 | 0 | -108M | -88M | -76M | -139M |
| Investing cash flow | 2.5M | -16.1K | -5.1K | 2.7K | 7.9K | -1M | 1M | 0 | -110M | -86M | -77M | -139M |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | -12M | -12M |
| Share repurchases | — | — | — | — | — | — | — | — | — | — | — | — |
| Financing cash flow | 2.6M | 709.5K | -392.5K | 1M | -1.9M | -120M | -128M | 106M | -316M | -407M | -15M | -16M |
| Net change in cash | 3.1M | -754K | 1.4M | -2.7M | -1.4M | 47M | 155M | 273M | -447M | -327M | 107M | 107M |
| Free cash flow | 419.6K | -1.3M | 1.8M | -964.3K | -921K | 133M | 180M | 74M | -129M | 62M | 123M | 123M |