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 | $0.37 | $0.78 | +110.8% | — | $235.9M | — |
| Q1 26 | $0.33 | $1.09 | +230.3% | — | $209.5M | — |
| Q4 25 | $0.32 | $0.51 | +59.4% | — | $197.2M | — |
| Q3 25 | $0.3 | $0.41 | +36.7% | — | $176.9M | — |
| Q2 25 | $0.32 | $1.26 | +293.7% | — | $193.2M | — |
| Q1 25 | $0.32 | $0.45 | +40.6% | — | $192.3M | — |
| Q4 24 | $0.36 | $2.88 | +700.0% | — | -$12M | — |
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 | — | $1.53 | — | — | $759.7M | — |
| FY24 | — | $3.65 | — | — | $535.3M | — |
| FY23 | — | $2.64 | — | — | $243.3M | — |
| FY22 | — | $1.49 | — | — | $148.6M | — |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|
| Revenue | $148.6M | $243.3M | $535.3M | $759.7M |
| YoY change | — | +63.7% | +120% | +41.9% |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | Q4 23 | Q1 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $497.4M | $66.7M |
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|
| Revenue | 148.6M | 243.3M | 535.3M | 759.7M |
| Cost of revenue | 91.7M | 148.6M | 355.3M | 491.4M |
| Gross profit | 56.9M | 94.7M | 180M | 268.3M |
| Gross margin | 38.3% | 38.9% | 33.6% | 35.3% |
| Research & development | — | — | — | — |
| Selling, general & administrative | 14.2M | 15.2M | 62.5M | 118.6M |
| Operating expenses | 14.2M | 15.2M | 62.5M | 118.6M |
| Operating income | 42.8M | 79.5M | 117.5M | 149.8M |
| Operating margin | 28.8% | 32.7% | 22% | 19.7% |
| Non-operating income, net | -459K | -2.1M | -3.8M | -2K |
| Pretax income | 33M | 58.5M | 81.4M | 130.8M |
| Income tax | 283K | 379K | 1.2M | -842K |
| Net income | 32.7M | 58.1M | 80.2M | 131.7M |
| Net margin | 22% | 23.9% | 15% | 17.3% |
| EBITDA | 78.8M | 122.9M | 210M | 305.2M |
| EPS | 1.49 | 2.64 | 3.65 | 1.53 |
| Diluted EPS | 0.37 | 0.66 | 3.65 | 1.24 |
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | Q4 23 | Q1 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 497.4M | 66.7M | 387.3M | -12M | 192.3M | 193.2M | 176.9M | 197.2M | 209.5M | 235.9M |
| Cost of revenue | 371.6M | 39.6M | 264.1M | -6.9M | 126.5M | 123.3M | 113.1M | 128.4M | 136.5M | 158.8M |
| Gross profit | 125.8M | 27.1M | 123.3M | -5.1M | 65.8M | 69.9M | 63.8M | 68.8M | 73.1M | 77.1M |
| Gross margin | 25.3% | 40.6% | 31.8% | 42.2% | 34.2% | 36.2% | 36.1% | 34.9% | 34.9% | 32.7% |
| Research & development | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 72.3M | 4.5M | 60M | -8.7M | 30.5M | 32.7M | 29M | 26.4M | 36.5M | 35.7M |
| Operating expenses | 72.3M | 4.5M | 60M | -8.7M | 30.5M | 32.7M | 29M | 26.4M | 36.5M | 35.7M |
| Operating income | 53.5M | 22.6M | 63.3M | 3.7M | 35.3M | 37.2M | 34.8M | 42.5M | 36.6M | 41.4M |
| Operating margin | 10.8% | 33.9% | 16.3% | -30.6% | 18.3% | 19.2% | 19.7% | 21.5% | 17.5% | 17.6% |
| Non-operating income, net | -908K | -491K | -1.2M | 110K | -222K | 491K | -3K | -268K | -771K | -213K |
| Pretax income | 40.4M | 17.3M | 54.5M | -10.6M | 29.7M | 31.2M | 32.1M | 37.8M | 31.5M | 35.6M |
| Income tax | 5M | 133K | 6.6M | -5.7M | 2.6M | 3.9M | -2.2M | -5.2M | 4M | 4.6M |
| Net income | 35.4M | 17.2M | 47.9M | -4.9M | 27M | 27.4M | 34.3M | 43M | 27.5M | 30.9M |
| Net margin | 7.12% | 25.8% | 12.4% | 40.6% | 14.1% | 14.2% | 19.4% | 21.8% | 13.1% | 13.1% |
| EBITDA | 65M | 34.4M | 95.1M | 39.9M | 71.2M | 72.9M | 76.6M | 84.5M | 80.2M | 93.5M |
| EPS | — | 0.78 | — | 1.02 | 0.24 | 0.21 | 0.46 | 0.62 | 0.24 | 0.29 |
| Diluted EPS | — | 0.19 | — | 1.02 | 0.24 | 0.21 | 0.32 | 0.41 | 0.23 | 0.28 |
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 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|
| Market cap | — | — | — | — | 2.1B |
| Enterprise value | — | — | — | — | 2.2B |
| Shares outstanding | 22M | 22M | 22M | 27M | 27M |
| Metric | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|
| P/E | — | — | — | — | 14.5 |
| P/S | — | — | — | — | 2.54 |
| P/B | — | — | — | — | 2.3 |
| EV/EBITDA | — | — | — | — | 6.56 |
| EV/Sales | — | — | — | — | 2.63 |
| Earnings yield | — | — | — | — | 6.9% |
| FCF yield | — | — | — | — | 2.46% |
| PEG | — | — | — | — | 0.38 |
| Metric | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|
| Gross margin | 38.3% | 38.9% | 33.6% | 35.3% | 32.7% |
| Operating margin | 28.8% | 32.7% | 22% | 19.7% | 17.6% |
| Net margin | 22% | 23.9% | 15% | 17.3% | 6.07% |
| ROE | 25.6% | 43.4% | 9.56% | 9.7% | 10.1% |
| ROA | 8.94% | 14.8% | 5.05% | 8% | 5.68% |
| ROIC | 12.1% | 21% | 7.67% | 9.58% | 9.14% |
| Return on tangible assets | 9.77% | 15.9% | 16.6% | 21.9% | 19.4% |
| Metric | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|
| Current ratio | 3.39 | 4.46 | 3.26 | 3.34 | 2.67 |
| Quick ratio | 1.76 | 2.68 | 1.54 | 1.42 | 1.33 |
| Debt / equity | 1.74 | 1.82 | 0.81 | 0.15 | 0.25 |
| Debt / assets | 0.61 | 0.62 | 0.43 | 0.13 | 0.18 |
| Net debt / EBITDA | 2.83 | 1.98 | 3.2 | 0.67 | 0.96 |
| Interest coverage | 4.56 | 4.08 | 3.52 | 7.91 | 9.02 |
| Effective tax rate | 0.86% | 0.65% | 1.44% | 0% | 0.95% |
| Metric | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|
| Revenue per share | 6.76 | 11.1 | 24.3 | 28.2 | 25 |
| EPS (basic) | 1.49 | 2.64 | 3.65 | 1.53 | 1.53 |
| EPS (diluted) | 0.37 | 0.66 | 3.65 | 1.24 | 1.32 |
| Book value per share | 5.82 | 6.08 | 38.2 | 50.3 | 8.3 |
| FCF per share | -1.84 | 1.74 | 4.03 | 6.17 | 4.71 |
| Cash per share | 0 | 0 | 0.21 | 0.17 | 0.44 |
| Capex per share | 4.86 | 1.94 | 4.11 | 0.02 | 0.02 |
| Metric | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|
| Capex / revenue | 72% | 17.5% | 16.9% | 0.08% | 0.1% |
| Capex / operating cash flow | 170% | 54.5% | 50.7% | 0.19% | 0.23% |
| Payout ratio | 113% | 90.4% | 287.2% | 26.8% | 25% |
| Dividend yield | — | — | — | — | 2.95% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Aug 21, 2026 | $0.14 |
| Aug 14, 2026 | $0.09 |
| May 15, 2026 | $0.09 |
| Feb 13, 2026 | $0.08 |
| Nov 14, 2025 | $0.08 |
| Aug 15, 2025 | $0.08 |
| May 14, 2025 | $0.08 |
| $387.3M |
| -$12M |
| $192.3M |
| $193.2M |
| $176.9M |
| $197.2M |
| $209.5M |
| $235.9M |
| YoY change | — | — | — | -102.4% | +188.3% | — | -54.3% | +1.7K% | +8.93% | +22.1% |
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 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|
| Cash & short-term investments | 0 | 0 | 4.6M | 4.5M |
| Receivables | 27.8M | 44.4M | 120.4M | 100.5M |
| Inventory | 27.2M | 31.3M | 151.2M | 149.6M |
| Total current assets | 56.6M | 78.6M | 286.1M | 260.2M |
| Property, plant & equipment | 292.1M | 298.1M | 760.1M | 837.7M |
| Goodwill & intangibles | 31.2M | 27M | 1.1B | 1B |
| Total assets | 366.2M | 392.1M | 1.6B | 1.6B |
| Accounts payable | 6.9M | 6.4M | 31.3M | 22.8M |
| Short-term debt | 1.7M | 2.4M | 14.6M | 20.9M |
| Total current liabilities | 16.7M | 17.6M | 87.8M | 78M |
| Long-term debt | 221.4M | 240.7M | 662M | 188.5M |
| Total liabilities | 238.1M | 258.3M | 749.8M | 288.4M |
| Shareholders' equity | 128.1M | 133.8M | 839.1M | 1.4B |
| Total debt | 223.2M | 243.1M | 676.7M | 209.4M |
| Net debt | 223.2M | 243.1M | 672.1M | 204.8M |
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 | Q4 23 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 0 | 23.1M | 4.6M | 687K | 9.3M | 7.2M | 4.5M | 17.3M | 19.2M |
| Receivables | 44.4M | 110.3M | 120.4M | 134.3M | 122.8M | 119M | 100.5M | 146.1M | 145.5M |
| Inventory | 31.3M | 169.1M | 151.2M | 157M | 150.8M | 159.3M | 149.6M | 186M | 186.3M |
| Total current assets | 78.6M | 309M | 286.1M | 296.9M | 292.3M | 293.2M | 260.2M | 355.6M | 370.7M |
| Property, plant & equipment | 298.1M | 731.3M | 760.1M | 744.7M | 757.6M | 841.5M | 837.7M | 892.5M | 905.6M |
| Goodwill & intangibles | 27M | 1.1B | 1.1B | 1.1B | 1.1B | 1.1B | 1B | 1.2B | 1.2B |
| Total assets | 392.1M | 1.6B | 1.6B | 1.6B | 1.6B | 1.7B | 1.6B | 1.9B | 1.9B |
| Accounts payable | 6.4M | 32.3M | 31.3M | 31.7M | 33.3M | 32.3M | 22.8M | 45.2M | 45.3M |
| Short-term debt | 2.4M | 15.6M | 14.6M | 19.7M | 20.5M | 20.5M | 20.9M | 21.4M | 21.6M |
| Total current liabilities | 17.6M | 90.2M | 87.8M | 86.1M | 90M | 100.9M | 78M | 115M | 138.8M |
| Long-term debt | 240.7M | 326.3M | 662M | 201.6M | 188.7M | 244.2M | 188.5M | 346.6M | 320.5M |
| Total liabilities | 258.3M | 427M | 749.8M | 300.2M | 291.1M | 364.9M | 288.4M | 554M | 563.9M |
| Shareholders' equity | 133.8M | 1.2B | 839.1M | 1.3B | 1.3B | 1.3B | 1.4B | 1.3B | 1.4B |
| Total debt | 243.1M | 341.9M | 676.7M | 221.3M | 209.1M | 264.7M | 209.4M | 367.9M | 342.1M |
| Net debt | 243.1M | 318.8M | 672.1M | 220.6M | 199.8M | 257.5M | 204.8M | 350.6M | 323M |
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 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|
| Net income | 32.7M | 58.1M | 80.2M | 131.7M |
| Depreciation & amortization | 36.4M | 44.3M | 95.2M | 154.7M |
| Stock-based compensation | 493K | 85K | 992K | 11M |
| Change in working capital | -7.1M | -24.5M | 1.9M | 1.5M |
| Operating cash flow | 62.9M | 78.4M | 178.1M | 294.4M |
| Capital expenditure | -106.9M | -42.7M | -90.3M | -571K |
| Investing cash flow | -106.9M | -42.7M | -94.2M | -72.9M |
| Dividends paid | -37M | -52.5M | -230.5M | -35.3M |
| Share repurchases | — | — | — | -15M |
| Financing cash flow | 39.2M | -39.2M | -80.3M | -94.7M |
| Net change in cash | -4.9M | -3.5M | 3.5M | 126.7M |
| Free cash flow | -40.4M | 38.3M | 88.7M | 166.5M |
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 | Q4 23 | Q1 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net income | 18.1M | 17.2M | 20.6M | 22.3M | 27M | 27.4M | 34.3M | 43M | 27.5M | 30.9M |
| Depreciation & amortization | 11.9M | 11.9M | 32.4M | 36.4M | 36.2M | 35.1M | 41.6M | 41.8M | 44M | 52.1M |
| Stock-based compensation | 17K | 17K | 356K | 483K | 5M | 3M | 1.5M | 1.6M | 3.1M | 3.1M |
| Change in working capital | -9.6M | -2.3M | 7.8M | 6.6M | -22.9M | 16M | -2.4M | 11M | 1.9M | -631K |
| Operating cash flow | 20.8M | 26.8M | 61M | 65.5M | 48.1M | 82.2M | 82.5M | 87.2M | 78.7M | 95.2M |
| Capital expenditure | -5.3M | -14.7M | -34.5M | -28.4M | -27.6M | -76K | -339K | -137K | -133K | -181K |
| Investing cash flow | -5.3M | -14.7M | -34.5M | -35.4M | -27.6M | -76K | -887K | -137K | -161.9M | -263K |
| Dividends paid | -14.5M | -17M | -100M | -100M | 0 | -20.9M | -7.3M | -7.2M | -17.2M | -14M |
| Share repurchases | — | — | — | — | — | — | -15M | 0 | -16.5M | 0 |
| Financing cash flow | -18.8M | -12.6M | -9M | -45.2M | -18.8M | -37.8M | 27.7M | -65.8M | 122.4M | -47.7M |
| Net change in cash | -3.3M | -618K | 17.5M | -15M | 1.6M | 44.3M | 109.3M | 21.3M | 39.2M | 47.3M |
| Free cash flow | 15.2M | 13.5M | 32.4M | 33.6M | 14.7M | 46.3M | 42.5M | 63M | 52.2M | 49.6M |