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 | $0.32 | $0.53 | +65.6% | — | $520.9M | — |
| Q1 26 | $0.85 | $0.7 | -17.6% | — | $27.1M | — |
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 | — | $4.67 | — | — | $1.6B | — |
| FY24 | — | -$2.17 | — | — | $794.8M | — |
| FY23 | — | $15.9 | — | — | $868.3M | — |
| FY22 | — | -$14.8 | — | — | $1.9B | — |
| FY21 | — | -$8.2 | — | — | $1B | — |
| FY20 | — | -$0.6 | — | — | $408.7M | — |
| FY19 | — | $3 | — | — | $462.3M | — |
| FY18 | — | $10.4 | — | — | $289.8M | — |
| FY17 | — | $1.4 |
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 | $17.1M | $41.8M | $289.8M | $462.3M | $408.7M | $1B | $1.9B | $868.3M | $794.8M | $1.6B |
| YoY change | +171.1% | +144.5% | +593.6% | +59.5% | -11.6% | +146.5% | +90.5% | -54.8% | -8.46% | +102.7% |
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 | 17.1M | 41.8M | 289.8M | 462.3M | 408.7M | 1B | 1.9B | 868.3M | 794.8M | 1.6B |
| Cost of revenue | 15.3M | 10.2M | 65.6M | 284.1M | 321.3M | 458.9M | 668.1M | 715.4M | 722.2M | 1.2B |
| Gross profit | 1.7M | 31.5M | 224.2M | 178.2M | 87.4M | 548.7M | 1.3B | 152.9M | 72.6M | 460.2M |
| Gross margin | 10.2% | 75.5% | 77.4% | 38.5% | 21.4% | 54.5% | 65.2% | 17.6% | 9.13% | 28.6% |
| Research & development | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 896K | 2.7M | 12.1M | 14.3M | 18.3M | 10.4M | 70M | 128.6M | 129.7M | 167.6M |
| Operating expenses | 1.7M | 14.3M | 63.7M | 43.8M | 42.3M | 30.5M | 97.5M | 152.5M | 158.2M | 216.2M |
| Operating income | -1M | 6M | 112M | 109.5M | 11.3M | 454M | 1.1B | 342K | -85.6M | 244M |
| Operating margin | -6% | 14.4% | 38.7% | 23.7% | 2.77% | 45.1% | 55.7% | 0.04% | -10.8% | 15.1% |
| Non-operating income, net | — | — | — | — | — | — | — | — | — | — |
| Pretax income | 32.5M | 29.7M | 261.8M | 131.5M | -136.7M | -550.9M | -799.5M | 989.6M | -247.9M | 301.3M |
| Income tax | 14.8M | 2.3M | 60.7M | 32.1M | -113.3M | -225.7M | -178.9M | 239.2M | -144.8M | -40.5M |
| Net income | 17.7M | 27.5M | 201.1M | 99.4M | -23.5M | -325.2M | -620.6M | 750.4M | -103.1M | 341.9M |
| Net margin | 103.5% | 65.7% | 69.4% | 21.5% | -5.74% | -32.3% | -32.3% | 86.4% | -13% | 21.2% |
| EBITDA | 26.4M | 49.2M | 325.2M | 209.1M | 144.8M | 612.8M | 1.3B | 274M | 208.7M | 659.7M |
| EPS | 3.35 | 1.4 | 10.4 | 3 | -0.6 | -8.2 | -14.8 | 15.9 | -2.17 | 4.67 |
| Diluted EPS | 3.35 | 1.4 | 10.4 | 3 | -0.6 | -8.2 | -14.8 | 15.8 | -2.17 | 4.58 |
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | Q2 17 | Q2 18 | Q2 19 | Q1 25 | Q2 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | 62.5M | 417.6M | 27.1M | 520.9M |
| Cost of revenue | — | — | — | 183.2M | 266.5M | 292.3M | 294.8M |
| Gross profit | — | — | — | -120.6M | 151.1M | -265.1M | 226.1M |
| Gross margin | — | — | — | -193% | 36.2% | -976.7% | 43.4% |
| Research & development | — | — | — | — | — | — | — |
| Selling, general & administrative | — | — | — | 34.1M | 56.7M | 41.7M | 43.5M |
| Operating expenses | — | — | — | 69.2M | 91.1M | 83.5M | 81.4M |
| Operating income | — | — | — | -189.8M | 60M | -348.6M | 144.7M |
| Operating margin | — | — | — | -303.6% | 14.4% | -1.3K% | 27.8% |
| Non-operating income, net | — | — | — | — | — | — | — |
| Pretax income | — | — | — | -257.5M | 236.1M | -313.4M | 387.3M |
| Income tax | — | — | — | 65.3M | -61.8M | -152.8M | 139.7M |
| Net income | — | — | — | -322.8M | 297.9M | -160.7M | 247.6M |
| Net margin | — | — | — | -516.4% | 71.3% | -591.9% | 47.5% |
| EBITDA | — | — | — | -114.9M | 153.5M | -239.5M | 248.8M |
| EPS | 0 | 0 | 0 | -5.52 | 3.77 | -2.13 | 3.42 |
| Diluted EPS | 0 | 0 | 0 | -5.52 | 3.67 | -2.13 | 3.31 |
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 | — | — | — | — | — | — | — | — | 806.9M | — | 936.8M |
| Enterprise value | — | — | — | — | — | — | — | — | 2.6B | — | 3.9B |
| Shares outstanding | 5.3M | 6M | 19.3M | 32.1M | 34.3M | 39.7M | 42.2M | 47.2M | 48M | 73M | 73M |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | — | — | — | — | — | — | 2.26 |
| P/S | — | — | — | — | — | — | — | — | 1.02 | — | 0.49 |
| P/B | — | — | — | — | — | — | — | — | 1.96 | — | 1.04 |
| EV/EBITDA | — | — | — | — | — | — | — | — | 12.2 | — | 3.92 |
| EV/Sales | — | — | — | — | — | — | — | — | 3.21 | — | 2.03 |
| Earnings yield | — | — | — | — | — | — | — | — | — | — | 44.2% |
| FCF yield | — | — | — | — | — | — | — | — | 20.9% | — | -8.73% |
| PEG | — | — | — | — | — | — | — | — | — | — | 0 |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross margin | 10.2% | 75.5% | 77.4% | 38.5% | 21.4% | 54.5% | 65.2% | 17.6% | 9.13% | 28.6% | 43.4% |
| Operating margin | -6% | 14.4% | 38.7% | 23.7% | 2.77% | 45.1% | 55.7% | 0.04% | -10.8% | 15.1% | 83.7% |
| Net margin | 103.5% | 65.7% | 69.4% | 21.5% | -5.74% | -32.3% | -32.3% | 86.4% | -13% | 21.2% | 23.3% |
| ROE | 193% | 25.4% | 26.9% | 10.6% | -2.65% | -49% | 450.6% | 125.4% | -25% | 34.4% | 53.7% |
| ROA | 20.6% | 10.8% | 12.9% | 4.96% | -1.02% | -9.31% | -16.2% | 21.6% | -2.61% | 5.54% | 5.41% |
| ROIC | -1.2% | 3.36% | 6.97% | 5.3% | 0.7% | 26.9% | 80.7% | 0.01% | -3.97% | 6.11% | -8.52% |
| Return on tangible assets | 20.6% | 10.8% | 12.9% | 5.04% | -1.04% | -9.38% | -16.4% | 21.8% | -2.62% | 5.55% | 1.02% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current ratio | 0.12 | 1.98 | 1.32 | 1.26 | 0.48 | 0.44 | 0.31 | 0.48 | 0.39 | 0.6 | 0.57 |
| Quick ratio | 0.12 | 1.98 | 1.26 | 1.22 | 0.45 | 0.42 | 0.3 | 0.46 | 0.38 | 0.58 | 0.57 |
| Debt / equity | 4.12 | 0.67 | 0.65 | 0.67 | 0.83 | 1.56 | -10.7 | 2.19 | 4.25 | 3.04 | 3.08 |
| Debt / assets | 0.44 | 0.28 | 0.31 | 0.31 | 0.32 | 0.3 | 0.38 | 0.38 | 0.44 | 0.49 | 0.48 |
| Net debt / EBITDA | 1.42 | 1.16 | 1.49 | 2.98 | 5.07 | 1.67 | 1.13 | 4.76 | 8.35 | 4.54 | 61.6 |
| Interest coverage | 14.4 | 8.87 | 18 | 4.6 | -2.2 | -9.9 | -6.94 | 8.56 | -0.81 | 2.44 | 1.23 |
| Effective tax rate | 45.6% | 7.57% | 23.2% | 24.4% | 0% | 0% | 0% | 24.2% | 0% | 0% | 0% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 3.24 | 6.95 | 15 | 14.4 | 11.9 | 25.4 | 45.5 | 18.4 | 16.5 | 22.1 | 25.8 |
| EPS (basic) | 3.35 | 1.4 | 10.4 | 3 | -0.6 | -8.2 | -14.8 | 15.9 | -2.17 | 4.67 | 4.67 |
| EPS (diluted) | 3.35 | 1.4 | 10.4 | 3 | -0.6 | -8.2 | -14.8 | 15.8 | -2.17 | 4.58 | 6.09 |
| Book value per share | 1.74 | 18 | 38.7 | 29.2 | 25.9 | 16.7 | -3.26 | 12.7 | 8.58 | 13.6 | 13.3 |
| FCF per share | -0.68 | 0.66 | 3.52 | 7.69 | 6.33 | 6.81 | 7.15 | 4.6 | 3.51 | 3.84 | 3.15 |
| Cash per share | 0.04 | 2.53 | 0.07 | 0.05 | 0.04 | 0.32 | 0.17 | 0.08 | 0.12 | 0.41 | 0.12 |
| Capex per share | 0.15 | 0.06 | 0.21 | 0.31 | 0.11 | 0.07 | 0.29 | 0.09 | 0.2 | 2.53 | 2.51 |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 4.5% | 0.8% | 1.41% | 2.16% | 0.91% | 0.26% | 0.64% | 0.47% | 1.22% | 11.5% | 18.3% |
| Capex / operating cash flow | -24.9% | -12.5% | 19.6% | 5.79% | 20.3% | -0.64% | -2.53% | 0.55% | -12.1% | 39.7% | 44.4% |
| Payout ratio | 5.41% | 21% | 15.6% | 82.6% | -419.7% | -40% | -23.1% | 22.4% | -81.3% | 24.9% | 19% |
| Dividend yield | — | — | — | — | — | — | — | — | 10.4% | — | 8.55% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Aug 28, 2026 | $0.29 |
| May 29, 2026 | $0.29 |
| Feb 27, 2026 | $0.29 |
| Dec 1, 2025 | $0.29 |
| Aug 28, 2025 | $0.29 |
| May 29, 2025 | $0.29 |
| Feb 28, 2025 | $0.29 |
| Nov 29, 2024 | $0.29 |
| — |
| — |
| $41.8M |
| — |
| FY16 | — | $3.35 | — | — | $17.1M | — |
| Period | Q2 17 | Q2 18 | Q2 19 | Q1 25 | Q2 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | $62.5M | $417.6M | $27.1M | $520.9M |
| YoY change | — | — | — | — | — | -56.6% | +24.7% |
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 | 224K | 15.2M | 1.4M | 1.7M | 1.4M | 12.6M | 7.3M | 3.8M | 6M | 29.7M |
| Receivables | 3.1M | 13.9M | 78.5M | 73.9M | 67M | 282.9M | 296.8M | 190.2M | 234.4M | 408.4M |
| Inventory | — | 0 | 5.3M | 5.2M | 6.3M | 9.4M | 9.2M | 7.8M | 9.6M | 27.8M |
| Total current assets | 4.6M | 30.3M | 111.6M | 160.4M | 94.5M | 337.1M | 354.2M | 304.6M | 304.3M | 650.2M |
| Property, plant & equipment | 82M | 222.3M | 1.4B | 1.8B | 2.1B | 2.9B | 3B | 2.9B | 3.3B | 5B |
| Goodwill & intangibles | — | — | — | 32M | 38.4M | 28.3M | 42.2M | 38.7M | 18.1M | 3.2M |
| Total assets | 85.9M | 253.7M | 1.6B | 2B | 2.3B | 3.5B | 3.8B | 3.5B | 4B | 6.2B |
| Accounts payable | 3.4M | 8.6M | 38.8M | 56.3M | 62M | 256M | 367.6M | 221.9M | 35M | 81.8M |
| Short-term debt | 27.4M | 697K | 1.1M | 24.5M | 70M | 68.4M | 280.4M | 211.4M | 223.2M | 260.7M |
| Total current liabilities | 38.5M | 15.3M | 84.5M | 126.9M | 196.5M | 773.6M | 1.1B | 638.4M | 777.1M | 1.1B |
| Long-term debt | 10.4M | 71.5M | 485.2M | 599.8M | 666.1M | 969.7M | 1.2B | 1.1B | 1.5B | 2.8B |
| Total liabilities | 76.7M | 145.4M | 808.1M | 1.1B | 1.4B | 2.8B | 4B | 2.9B | 3.5B | 5.2B |
| Shareholders' equity | 9.2M | 108.2M | 748.9M | 938.1M | 886.7M | 664M | -137.7M | 598.4M | 412M | 995M |
| Total debt | 37.7M | 72.2M | 486.4M | 624.3M | 736.1M | 1B | 1.5B | 1.3B | 1.7B | 3B |
| Net debt | 37.5M | 57M | 485M | 622.7M | 734.7M | 1B | 1.5B | 1.3B | 1.7B | 3B |
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 | Q2 17 | Q2 18 | Q2 19 | Q2 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|
| Cash & short-term investments | 4.6M | 9.5M | 0 | 23.7M | 54.5M | 8.2M |
| Receivables | 5.1M | 35M | 75.1M | 334.4M | 411.7M | 407.8M |
| Inventory | — | — | 5.2M | — | — | — |
| Total current assets | 34.9M | 47M | 134.3M | 487.1M | 627.4M | 551.5M |
| Property, plant & equipment | 174.3M | 493.6M | 1.4B | 540.1M | 4.9B | 5B |
| Goodwill & intangibles | — | — | — | 13M | — | — |
| Total assets | 218.3M | 603.2M | 1.9B | 5.7B | 6.2B | 6.1B |
| Accounts payable | 5.5M | 15.7M | 7.6M | 81.3M | 76.4M | 129.5M |
| Short-term debt | 555K | 686K | 918K | 236.1M | 235.3M | 118.1M |
| Total current liabilities | 17.3M | 41M | 58.9M | 906.4M | 1.3B | 969.8M |
| Long-term debt | 61.8M | 141.2M | 612M | 2.5B | 2.7B | 2.8B |
| Total liabilities | 131.1M | 301.6M | 955.2M | 4.9B | 5.5B | 5.1B |
| Shareholders' equity | 87.1M | 301.6M | 977.8M | 727.7M | 744M | 961.6M |
| Total debt | 62.3M | 141.8M | 613M | 2.8B | 2.9B | 3B |
| Net debt | 57.7M | 132.3M | 613M | 2.7B | 2.8B | 3B |
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 | 17.7M | 27.5M | 201.1M | 99.4M | -23.5M | -325.2M | -620.6M | 750.4M | -103.1M | 341.9M |
| Depreciation & amortization | — | — | — | — | — | — | — | — | — | — |
| Stock-based compensation | 340K | 59K | 783K | 3.1M | 5M | 7.4M | 8.1M | 6.5M | 8.3M | 10.4M |
| Change in working capital | -908K | 641K | -32.5M | 22.7M | -5.4M | -121.8M | 6.4M | -55.4M | -29.1M | -38.7M |
| Operating cash flow | -3.1M | -2.7M | 20.8M | 172.6M | 18.3M | -416.6M | -482.2M | 741.4M | -79.9M | 464.6M |
| Capital expenditure | -769K | 334K | 4.1M | 10M | 3.7M | 2.7M | 12.2M | 4.1M | 9.7M | -184.6M |
| Investing cash flow | -1.4M | -90.2M | -747.2M | -434.6M | -232.9M | -577.5M | -300.4M | -168.4M | -205M | -820.2M |
| Dividends paid | -956K | -5.8M | -31.3M | -82.2M | -98.5M | -130.2M | -143.5M | -168M | -83.9M | -85M |
| Share repurchases | — | — | 0 | -52.9M | -15.6M | 0 | -34.7M | -11M | -21.1M | -99.5M |
| Financing cash flow | 7.2M | 103.7M | 694.6M | 234M | 60.7M | 379.2M | 128.3M | -39.4M | 80.7M | 501.1M |
| Net change in cash | 2.7M | 10.9M | -31.7M | -27.9M | -153.9M | -614.9M | -654.4M | 533.7M | -204.3M | 145.6M |
| Free cash flow | -3.6M | 4M | 68M | 246.8M | 216.9M | 270M | 301.7M | 217.2M | 168.6M | 280M |
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 | Q1 25 | Q2 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|
| Net income | -322.8M | 297.9M | -160.7M | 247.6M |
| Depreciation & amortization | — | — | — | — |
| Stock-based compensation | 1.8M | 2.6M | 4.5M | 4.9M |
| Change in working capital | -14.1M | -27.6M | 58.4M | -92.6M |
| Operating cash flow | 84.9M | 80.3M | 168.7M | 88.8M |
| Capital expenditure | -28M | -61.2M | -58M | -40.4M |
| Investing cash flow | -405M | 9.1M | 1.3M | -102.8M |
| Dividends paid | -17.2M | -22.7M | -22.1M | -21M |
| Share repurchases | 0 | -36.1M | -71.5M | -11M |
| Financing cash flow | 433.6M | -88.5M | -150.2M | -12.8M |
| Net change in cash | 113.4M | 904K | 19.9M | -26.9M |
| Free cash flow | 56.8M | 19M | 110.7M | 48.4M |