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 | $1.24 | $1.37 | +10.5% | — | $112.5M | — |
| Q1 26 | $1 | $1.09 | +9.0% | — | $100.6M | — |
| Q4 25 | $1.2 | $1.24 | +3.3% | — | $102.5M | — |
| Q3 25 | $1.16 | $1.23 | +6.0% | — | $99.5M | — |
| Q2 25 | $1.05 | $1.15 | +9.5% | — | — | — |
| Q1 25 | $0.99 | $1.13 | +14.1% | — | — | — |
| Q4 24 | $0.99 | $1.07 | +8.1% | — | — | — |
| Q3 24 | $0.94 | $1 | +6.4% | — | — | — |
| Q2 24 | $0.84 | $0.94 | +11.9% | — | — | — |
| Q1 24 | $0.81 | $0.88 | +8.6% | — | — | — |
| Q4 23 | $0.86 | $0.82 | -4.7% | — | — | — |
| Q3 23 | $0.91 | $0.92 | +1.1% | — | — | — |
| Q2 23 | $0.93 | $0.94 | +1.1% | — | $82.3M | — |
| Q1 23 | $0.92 | $0.99 | +7.6% | — | $83.7M | — |
| Q4 22 | $0.97 | $1 | +3.1% | — | $85.6M | — |
| Q3 22 | $0.92 | $0.89 | -3.3% | — | $82.7M | — |
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 | — | $4.77 | — | — | $389.6M | — |
| FY24 | — | $3.91 | — | — | $345.1M | — |
| FY23 | — | $3.69 | — | — | $333.1M | — |
| FY22 | — | $3.24 | — | — | $312.3M |
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 | $140.2M | $148.2M | $157.3M | $172.3M | $185.2M | $232.5M | $312.3M | $333.1M | $345.1M | $389.6M |
| YoY change | +9.31% | +5.67% | +6.18% | +9.52% | +7.51% | +25.5% | +34.3% | +6.67% | +3.6% | +12.9% |
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 | 140.2M | 148.2M | 157.3M | 172.3M | 185.2M | 232.5M | 312.3M | 333.1M | 345.1M | 389.6M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 52.8M | 56.2M | 60M | 64.4M | 66M | 82.5M | 111M | 120.2M | 132.6M | 144.1M |
| Operating expenses | 52.8M | 56.2M | 60M | 64.4M | 66M | 82.5M | 111M | 120.2M | 132.6M | 144.1M |
| Operating income | — | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — |
| Pretax income | 56.3M | 55.2M | 67.5M | 75.7M | 67.7M | 95.4M | 120.5M | 137.9M | 144.4M | 178.2M |
| Income tax | 15.2M | 17.1M | 12M | 9.6M | 8.9M | 20.8M | 27.2M | 30.2M | 29.8M | 38M |
| Net income | 41M | 38M | 55.5M | 66.1M | 58.9M | 74.6M | 93.3M | 107.7M | 114.5M | 140.2M |
| Net margin | 29.3% | 25.7% | 35.3% | 38.3% | 31.8% | 32.1% | 29.9% | 32.3% | 33.2% | 36% |
| EBITDA | — | — | — | — | — | — | — | — | — | — |
| EPS | 1.84 | 1.69 | 2.45 | 2.92 | 2.61 | 3 | 3.24 | 3.69 | 3.91 | 4.77 |
| Diluted EPS | 1.8 | 1.66 | 2.42 | 2.89 | 2.59 | 2.97 | 3.21 | 3.67 | 3.89 | 4.75 |
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 | — | — | — | — | — | — | — | — | 99.5M | 102.5M | 100.6M | 112.5M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | — | — | — | — | — | — | — | — | 36.8M | 37.1M | 37.8M | 40.5M |
| Operating expenses | — | — | — | — | — | — | — | — | 36.8M | 37.1M | 37.8M | 40.5M |
| Operating income | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — | — | — |
| Pretax income | 34.7M | 30.4M | 33M | 35.3M | 37M | 39.1M | 41.6M | 42.9M | 45.7M | 47.9M | 46.1M | 50.8M |
| Income tax | — | — | — | — | — | — | — | — | 9.5M | 11.3M | 9.6M | 10.7M |
| Net income | — | — | — | — | — | — | — | — | 36.2M | 36.6M | 36.6M | 40.1M |
| Net margin | — | — | — | — | — | — | — | — | 36.4% | 35.7% | 36.4% | 35.6% |
| EBITDA | — | — | — | — | — | — | — | — | — | — | — | — |
| EPS | 0.93 | 0.82 | 0.89 | 0.94 | 1 | 1.08 | 1.13 | 1.16 | 1.23 | 1.25 | 1.25 | 1.32 |
| Diluted EPS | 0.92 | 0.82 | 0.88 | 0.94 | 1 | 1.07 | 1.13 | 1.15 | 1.23 | 1.24 | 1.24 | 1.31 |
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 | 1B | 849.5M | 741.9M | 927.9M | 913.4M | — | — | 1.5B | 2.1B | 1.9B | 2.4B |
| Enterprise value | 490.9M | 282.4M | 301.2M | 490.2M | 314.8M | — | — | 605.2M | 1.4B | 2.2B | 2.1B |
| Shares outstanding | 22.4M | 22.5M | 22.6M | 22.6M | 22.6M | 24.9M | 28.7M | 29.2M | 29.3M | 29.4M | 29.4M |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E | 25.6 | 22.3 | 13.4 | 14 | 15.5 | — | — | 14 | 18.3 | 13.6 | 15.7 |
| P/S | 7.49 | 5.73 | 4.72 | 5.39 | 4.93 | — | — | 4.52 | 6.08 | 4.9 | 5.84 |
| P/B | 3.34 | 2.55 | 2.02 | 2.28 | 2.07 | — | — | 1.75 | 2.23 | 1.77 | 1.96 |
| EV/Sales | 3.5 | 1.91 | 1.91 | 2.85 | 1.7 | — | — | 1.82 | 3.93 | 5.52 | 4.94 |
| Earnings yield | 3.91% | 4.48% | 7.48% | 7.12% | 6.45% | — | — | 7.16% | 5.46% | 7.35% | 6.39% |
| FCF yield | 5.42% | 5.99% | 7.93% | 5.75% | 7.85% | — | — | 6.58% | 6.34% | 8.08% | 5.78% |
| PEG | — | — | — | — | — | — | — | — | — | — | 1.13 |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating margin | — | — | — | — | — | — | — | — | — | — | 48.6% |
| Net margin | 29.3% | 25.7% | 35.3% | 38.3% | 31.8% | 32.1% | 29.9% | 32.3% | 33.2% | 36% | 35.7% |
| ROE | 13.1% | 11.4% | 15.1% | 16.3% | 13.4% | 11% | 12.3% | 12.6% | 12.2% | 13% | 13.3% |
| ROA | — | — | — | — | — | — | — | — | 1.29% | 1.47% | 1.53% |
| Return on tangible assets | — | — | — | — | — | — | — | — | 1.36% | 1.54% | 1.52% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / equity | 0.16 | 0.15 | 0.13 | 0.2 | 0.07 | — | 0.1 | 0.26 | 0.35 | 0.3 | 0 |
| Debt / assets | — | — | — | — | — | — | — | — | 0.04 | 0.03 | 0.03 |
| Effective tax rate | 27.1% | 31.1% | 17.8% | 12.7% | 13.1% | 21.8% | 22.6% | 21.9% | 20.7% | 21.4% | 21.5% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 6.27 | 6.58 | 6.95 | 7.62 | 8.21 | 9.34 | 10.9 | 11.4 | 11.8 | 13.3 | 14.1 |
| EPS (basic) | 1.84 | 1.69 | 2.45 | 2.92 | 2.61 | 3 | 3.24 | 3.69 | 3.91 | 4.77 | 4.77 |
| EPS (diluted) | 1.8 | 1.66 | 2.42 | 2.89 | 2.59 | 2.97 | 3.21 | 3.67 | 3.89 | 4.75 | 5.02 |
| Book value per share | 14 | 14.8 | 16.2 | 18 | 19.5 | 27.1 | 26.5 | 29.4 | 32.1 | 36.6 | 40.1 |
| FCF per share | 2.55 | 2.26 | 2.6 | 2.36 | 3.18 | 3.92 | 3.15 | 3.39 | 4.54 | 5.24 | 4.82 |
| Cash per share | 27.3 | 27.4 | 21.6 | 22.9 | 27.9 | 49.9 | 42.8 | 38.5 | 36.5 | 2.82 | 27.2 |
| Capex per share | 0.28 | 0.12 | 0.3 | 0.1 | 0.19 | 0.18 | 0.22 | 0.21 | 0.33 | — | — |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 4.47% | 1.88% | 4.34% | 1.27% | 2.28% | 1.97% | 2.01% | 1.8% | 2.79% | — | — |
| Capex / operating cash flow | 9.66% | 5.12% | 10.5% | 3.66% | 6.59% | 4.25% | 6.04% | 6.3% | 7.04% | — | — |
| Payout ratio | 39.2% | 47.5% | 39.2% | 35.6% | 41.6% | 37.8% | 35.7% | 32.1% | 31.3% | 26.5% | 25.5% |
| Dividend yield | 1.53% | 2.13% | 2.93% | 2.54% | 2.68% | — | — | 2.3% | 1.71% | 1.95% | 1.69% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Sep 21, 2026 | $0.33 |
| Jun 15, 2026 | $0.32 |
| Mar 16, 2026 | $0.32 |
| — |
| FY21 | — | $3 | — | — | $232.5M | — |
| FY20 | — | $2.61 | — | — | $185.2M | — |
| FY19 | — | $2.92 | — | — | $172.3M | — |
| FY18 | — | $2.45 | — | — | $157.3M | — |
| FY17 | — | $1.69 | — | — | $148.2M | — |
| FY16 | — | $1.84 | — | — | $140.2M | — |
| 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 | — | — | — | — | — | — | — | — | $99.5M | $102.5M | $100.6M | $112.5M |
| YoY change | — | — | — | — | — | — | — | — | — | — | — | — |
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 | 609.8M | 616.5M | 488.9M | 517.6M | 630.2M | 1.2B | 1.2B | 1.1B | 1.1B | 82.7M |
| Receivables | 6.9M | 8.4M | 8.4M | 8.5M | 13.1M | 13.7M | 22.2M | 26.8M | 27.7M | 28.8M |
| Inventory | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | -5M | -3.6M | -3M | 7.8M | 6.2M | 15M | 29.3M | 29.5M | 39.4M | 41.2M |
| Goodwill & intangibles | 6M | 5.6M | 5.5M | 32.3M | 34.4M | 291.9M | 468.6M | 454.9M | 442.4M | 432.8M |
| Total assets | — | — | — | — | — | — | — | — | 8.9B | 9.5B |
| Accounts payable | 144K | 232K | 762K | 640K | 391K | 300K | 660K | 2.1M | 1.9M | 1.7M |
| Short-term debt | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | 51.1M | 49.5M | 48.2M | 80M | 31.6M | — | 76.3M | 226.7M | 326.8M | 326.8M |
| Total liabilities | — | — | — | — | — | — | — | — | 7.9B | 8.5B |
| Shareholders' equity | 313.9M | 333.6M | 366.5M | 406.3M | 440.7M | 675.9M | 760.4M | 858.1M | 940.5M | 1.1B |
| Total debt | 51.1M | 49.5M | 48.2M | 80M | 31.6M | — | 76.3M | 226.7M | 326.8M | 326.8M |
| Net debt | 11.4M | 7.5M | -3.7M | 33.1M | -11.5M | — | -6.2M | 132.3M | 247.9M | 256.7M |
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 | — | — | — | — | — | — | — | — | 821.9M | 82.7M | 609.1M | 755.4M |
| Receivables | — | — | — | — | — | — | — | — | 28.5M | 28.8M | 28.6M | 31.4M |
| Inventory | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | — | — | — | — | — | — | — | — | 41.2M | — | — |
| Goodwill & intangibles | — | — | — | — | — | — | — | — | 435.2M | 432.8M | 430.4M | 563.9M |
| Total assets | — | — | — | — | — | — | — | — | 9.3B | 9.5B | 9.5B | 10.4B |
| Accounts payable | — | — | — | — | — | — | — | — | 1.9M | 1.7M | 1.7M | 3.1M |
| Short-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | 376.6M | 226.7M | 226.8M | 426.8M | 351.8M | 326.8M | 326.8M | 326.8M | 326.8M | 326.8M | 326.8M | 326.8M |
| Total liabilities | — | — | — | — | — | — | — | — | 8.3B | 8.5B | 8.4B | 9.1B |
| Shareholders' equity | — | — | — | — | — | — | — | — | 1B | 1.1B | 1.1B | 1.2B |
| Total debt | 376.6M | 226.7M | 226.8M | 426.8M | 351.8M | 326.8M | 326.8M | 326.8M | 326.8M | 326.8M | 326.8M | 326.8M |
| Net debt | — | — | — | — | — | — | — | — | 242.4M | 256.7M | 241.2M | 237.5M |
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 | 41M | 38M | 55.5M | 66.1M | 58.9M | 74.6M | 93.3M | 107.7M | 114.5M | 140.2M |
| Depreciation & amortization | 11.1M | 13.6M | 5.8M | 4.9M | 9.7M | 11.3M | 20.7M | 21.9M | 13.4M | 7.8M |
| Stock-based compensation | 2.5M | 2.9M | 4M | 3.6M | 3.3M | 4.6M | 4.4M | 4.5M | 3.8M | 4.4M |
| Change in working capital | 5.1M | -5.1M | -1.3M | -2.7M | 9.4M | -7.6M | -24.4M | -34.6M | 8.4M | 13M |
| Operating cash flow | 64.8M | 54.4M | 65.2M | 59.8M | 64M | 107.9M | 104.2M | 95.2M | 136.7M | 166M |
| Capital expenditure | -6.3M | -2.8M | -6.8M | -2.2M | -4.2M | -4.6M | 6.3M | -6M | -9.6M | — |
| Investing cash flow | -13.9M | -8.8M | 126.3M | -33.2M | -113M | -178.4M | -870K | 149.6M | 61.6M | 425.8M |
| Dividends paid | -16.1M | -18.1M | -21.8M | -23.5M | -24.5M | -28.2M | -33.3M | -34.6M | -35.8M | -37.1M |
| Share repurchases | -1.9M | -2.4M | -2M | -11.8M | -2.3M | -3.8M | -4.8M | -2.7M | -4.2M | -2.1M |
| Financing cash flow | -8.7M | -22.1M | -25.1M | -55.3M | -75.2M | -154.8M | 4.3M | 112.7M | 59.9M | -39.2M |
| Net change in cash | 42.3M | 23.5M | 166.4M | -28.7M | -124.2M | -225.3M | 107.6M | 357.4M | 258.3M | 552.7M |
| Free cash flow | 56.9M | 50.9M | 58.8M | 53.3M | 71.7M | 97.5M | 90.3M | 99M | 133M | 154M |
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 | 27.1M | 23.9M | 25.9M | 27.6M | 29.4M | 31.7M | 33.3M | 34M | 36.2M | 36.6M | 36.6M | 40.1M |
| Depreciation & amortization | 4.6M | 6.6M | 3.4M | 3.5M | 3.4M | 2.9M | 1.3M | 767K | 1.9M | 3.9M | 3M | 3.6M |
| Stock-based compensation | 1M | 1.2M | 942K | 1M | 922K | 901K | 1.2M | 1.1M | 1.1M | 1M | 1.3M | 1.3M |
| Change in working capital | -1.5M | -7.8M | -14M | 19.4M | 18.8M | -15.8M | -14.9M | 17.4M | 33K | 10.4M | -30.7M | 14.1M |
| Operating cash flow | 30.6M | 24.6M | 16.3M | 50.5M | 52.5M | 17.3M | 19.8M | 54.8M | 38.2M | 52.1M | 12.2M | 58M |
| Capital expenditure | -743K | -2.2M | -1.8M | -3M | -1.5M | -3.3M | -1.9M | -1.7M | — | — | — | — |
| Investing cash flow | 35.9M | 52M | 20.1M | 72M | 136.6M | -167M | 112.5M | 17.2M | 274.8M | 17.7M | 24.1M | 75.4M |
| Dividends paid | -8.8M | -8.8M | -8.9M | -8.8M | -9.1M | -9.1M | -9.1M | -9.2M | -9.4M | -9.4M | -9.5M | -9.9M |
| Share repurchases | -2K | — | -1.6M | -49K | -1.3M | -1.2M | -1.6M | -308K | -173K | -2K | -1.3M | -189K |
| Financing cash flow | -58.8M | -158.8M | -10.5M | 191.2M | -85.4M | -35.3M | -10.7M | -9.5M | -9.6M | -9.4M | -10.8M | -10.1M |
| Net change in cash | 7.7M | -82.1M | 25.9M | 313.7M | 103.7M | -185M | 121.5M | 62.5M | 303.4M | 60.4M | 25.5M | 123.3M |
| Free cash flow | 30.5M | 28.1M | 15.6M | 47.9M | 53.9M | 15.7M | 17.8M | 53.5M | 35.2M | 47.5M | 9.5M | 55.1M |
| Dec 15, 2025 |
| $0.32 |
| Sep 15, 2025 | $0.32 |
| Jun 16, 2025 | $0.31 |
| Mar 17, 2025 | $0.31 |
| Dec 16, 2024 | $0.31 |
| Date | Ratio |
|---|---|
| May 31, 2016 | 3:2 |
| May 11, 2016 | 1:1 |
| May 8, 2006 | 105:100 |
| Sep 22, 2003 | 2:1 |
| Mar 1, 1999 | 2:1 |
| Sep 18, 1996 | 2:1 |
| Oct 3, 1994 | 11:10 |
| Oct 8, 1993 | 11:10 |