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% | — | $172M | — |
| Q1 26 | $0.06 | $0.05 | -16.7% | — | $147.3M | — |
| Q4 25 | $0.08 | $0.04 | -50.0% | — | $155.4M | — |
| Q3 25 | $0.05 | $0.03 | -40.0% | — | $138.4M | — |
| Q2 25 | $0.09 | $0.09 | 0.0% | — | $166.7M | — |
| Q1 25 | $0.05 | $0.02 | -60.0% | — | $153M | — |
| Q4 24 | $0.02 | $0.11 | +450.0% | — | $140.1M | — |
| Q3 24 | $0.03 | -$0.01 | -133.3% | — | $134M | — |
| Q2 24 | $0.09 | $0.1 | +11.1% | — | $169.5M | — |
| Q3 23 | $0.03 | $0.03 | 0.0% | — | $156.5M | — |
| Q2 23 | $0.06 | $0.14 | +133.3% | — | $175.3M | — |
| Q1 23 | $0.01 | $0.05 | +400.0% | — | $172.2M | — |
| Q4 22 | -$0.11 | -$0.19 | -72.7% | — | $154.2M | — |
| Q3 22 | $0.06 | -$0.04 | -166.7% | — | $154.8M | — |
| Q2 22 | $0.18 | $0.11 | -38.9% | — | $179.4M | — |
| Q1 22 | $0.15 | $0.19 | +26.7% | — | $200.1M | — |
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 | — | $0.16 | — | — | $613.5M | — |
| FY24 | — | -$0.2 | — | — | $602.2M | — |
| FY23 | — | $0.16 | — | — | $659.7M | — |
| FY22 | — | $0.63 | — | — | $688.4M | — |
| FY21 | — | -$0.3 |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|
| Revenue | $368.7M | $504.2M | $692.8M | $688.4M | $659.7M | $602.2M | $613.5M |
| YoY change | — | +36.8% | +37.4% | -0.64% | -4.17% | -8.71% | +1.87% |
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 |
|---|
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|
| Revenue | 368.7M | 504.2M | 692.8M | 688.4M | 659.7M | 602.2M | 613.5M |
| Cost of revenue | 219.9M | 295.9M | 406M | 434.8M | 403.6M | 363.7M | 347.3M |
| Gross profit | 148.8M | 208.2M | 286.8M | 253.7M | 256.1M | 238.5M | 266.2M |
| Gross margin | 40.4% | 41.3% | 41.4% | 36.8% | 38.8% | 39.6% | 43.4% |
| Research & development | 20.6M | 23.5M | 28.3M | 29.1M | 23.8M | 18.7M | 18.8M |
| Selling, general & administrative | 62.4M | 70.9M | 116.8M | 150.7M | 120.2M | 132.1M | 146.1M |
| Operating expenses | 83.6M | 95.9M | 145.8M | 181.3M | 144.9M | 150.6M | 167.1M |
| Operating income | 54.7M | 101.3M | 127M | 57.6M | 96.7M | 74.1M | 85.4M |
| Operating margin | 14.8% | 20.1% | 18.3% | 8.37% | 14.7% | 12.3% | 13.9% |
| Non-operating income, net | -8.6M | -15.8M | -104.6M | 60.8M | -8.4M | -49.6M | -4.9M |
| Pretax income | -4.3M | 41.7M | -16.7M | 78.3M | 27.6M | -26.3M | 28.6M |
| Income tax | -4.9M | 8.8M | 10.4M | 4.5M | 8.4M | -3M | 9.5M |
| Net income | 561K | 32.9M | -27.1M | 73.8M | 19.2M | -23.2M | 19.2M |
| Net margin | 0.15% | 6.52% | -3.92% | 10.7% | 2.91% | -3.86% | 3.13% |
| EBITDA | 74M | 120.3M | 152.5M | 88.1M | 127M | 103.7M | 114.3M |
| EPS | 0.01 | 0.49 | -0.3 | 0.63 | 0.16 | -0.2 | 0.16 |
| Diluted EPS | 0.01 | 0.49 | -0.3 | 0.14 | 0.16 | -0.2 | 0.16 |
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 | 156.5M | 155.7M | 158.6M | 169.5M | 134M | 140.1M | 153M | 166.7M | 138.4M | 155.4M | 147.3M | 172M |
| Cost of revenue | 98.2M | 95.5M | 106.6M | 99.2M | 81.7M | 76.2M | 89M | 97.1M | 78.5M | 82.7M | 86.6M | 101.5M |
| Gross profit | 58.4M | 60.3M | 52.1M | 70.3M | 52.3M | 63.9M | 64.1M | 69.6M | 59.8M | 72.8M | 60.7M | 70.5M |
| Gross margin | 37.3% | 38.7% | 32.8% | 41.5% | 39% | 45.6% | 41.9% | 41.7% | 43.2% | 46.8% | 41.2% | 41% |
| Research & development | 6.1M | 4.9M | 4.8M | 4.3M | 4.6M | 5M | 4.1M | 5.1M | 4.7M | 4.9M | 4M | 3.7M |
| Selling, general & administrative | 28.9M | 32.2M | 33M | 34.6M | 30.1M | 34.5M | 36.7M | 33M | 33.5M | 43M | 35.4M | 40.4M |
| Operating expenses | 35M | 37.4M | 37.8M | 39M | 34.8M | 39M | 40.8M | 38.3M | 39.2M | 48.8M | 38.9M | 35.3M |
| Operating income | 19.7M | 19.3M | 10.8M | 27.9M | 14M | 21.3M | 19.8M | 27.9M | 17.2M | 20.5M | 18.4M | 31.9M |
| Operating margin | 12.6% | 12.4% | 6.82% | 16.4% | 10.5% | 15.2% | 12.9% | 16.7% | 12.4% | 13.2% | 12.5% | 18.5% |
| Non-operating income, net | -3.2M | 1.4M | 3M | 4.5M | -6.8M | -50.3M | -205K | -129K | -5.5M | 921K | 670K | -27.3M |
| Pretax income | 2.8M | 1.8M | 2.8M | 19.2M | -7.8M | -40.5M | 3.9M | 14.4M | 463K | 9.9M | 9.1M | -3.6M |
| Income tax | 2.1M | 643K | -891K | 2.1M | -1.5M | -2.7M | 1.1M | 3.5M | 1.3M | 3.6M | 1.9M | -1.2M |
| Net income | 752K | 1.2M | 3.7M | 17.1M | -6.3M | -37.8M | 2.8M | 10.9M | -806K | 6.3M | 7.3M | -2.4M |
| Net margin | 0.48% | 0.77% | 2.35% | 10.1% | -4.69% | -27% | 1.84% | 6.52% | -0.58% | 4.05% | 4.93% | -1.41% |
| EBITDA | 27.5M | 26.9M | 18.1M | 35.4M | 21M | 29.2M | 27M | 34.8M | 24.7M | 27.9M | 25.9M | 39.5M |
| EPS | 0.01 | 0.01 | 0.03 | 0.14 | -0.05 | -0.32 | 0.02 | 0.09 | -0.01 | 0.05 | 0.06 | -0.02 |
| Diluted EPS | 0.01 | 0.01 | 0.03 | 0.14 | -0.05 | -0.32 | 0.02 | 0.09 | -0.01 | 0.05 | 0.06 | -0.02 |
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 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Market cap | — | 677.4M | — | — | 571.6M | 357.7M | 492.3M | 293.4M |
| Enterprise value | — | 1.3B | — | — | 1.1B | 859.5M | 983.6M | 791.8M |
| Shares outstanding | 67.7M | 67.7M | 90M | 116.8M | 117.4M | 118.4M | 119.2M | 119.2M |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| P/E | — | 20.6 | — | — | 29.8 | — | 25.7 | 26.9 |
| P/S | — | 1.34 | — | — | 0.87 | 0.59 | 0.8 | 0.48 |
| P/B | — | 2.82 | — | — | 1.3 | 0.85 | 1.1 | 0.64 |
| EV/EBITDA | — | 10.7 | — | — | 8.81 | 8.29 | 8.61 | 7.07 |
| EV/Sales | — | 2.54 | — | — | 1.7 | 1.43 | 1.6 | 1.29 |
| Earnings yield | — | 4.85% | — | — | 3.36% | — | 3.89% | 3.72% |
| FCF yield | — | 11.7% | — | — | 14.4% | 11.2% | 2.78% | 8.46% |
| PEG | — | — | — | — | — | — | — | -0.22 |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Gross margin | 40.4% | 41.3% | 41.4% | 36.8% | 38.8% | 39.6% | 43.4% | 41% |
| Operating margin | 14.8% | 20.1% | 18.3% | 8.37% | 14.7% | 12.3% | 13.9% | 18.5% |
| Net margin | 0.15% | 6.52% | -3.92% | 10.7% | 2.91% | -3.86% | 3.13% | 1.68% |
| ROE | — | 13.7% | -8.91% | 17.7% | 4.35% | -5.52% | 4.27% | 2.33% |
| ROA | — | 3.08% | -2.27% | 5.9% | 1.59% | -2.05% | 1.65% | 4.74% |
| ROIC | — | 9.46% | 13.9% | 5.2% | 6.8% | 8.03% | 6.08% | 6.25% |
| Return on tangible assets | — | -7.11% | 5.36% | -16.9% | -4.21% | 6.04% | -5.12% | -3.24% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Current ratio | — | 3.15 | 3.18 | 3.21 | 3.17 | 3.12 | 2.75 | 3.06 |
| Quick ratio | — | 1.51 | 1.16 | 0.9 | 1.12 | 1.1 | 0.96 | 1.39 |
| Debt / equity | — | 2.81 | 2.12 | 1.58 | 1.34 | 1.32 | 1.18 | 1.27 |
| Debt / assets | — | 0.63 | 0.54 | 0.52 | 0.49 | 0.49 | 0.45 | 0.46 |
| Net debt / EBITDA | — | 5.02 | 3.99 | 7.15 | 4.31 | 4.84 | 4.3 | 3.94 |
| Interest coverage | 0.91 | 1.95 | 0.57 | 2.95 | 1.45 | 0.48 | 1.55 | 1.39 |
| Effective tax rate | 0% | 21.2% | 0% | 5.74% | 30.5% | 0% | 33% | 35% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Revenue per share | 5.45 | 7.45 | 7.7 | 5.9 | 5.62 | 5.08 | 5.15 | 5.12 |
| EPS (basic) | 0.01 | 0.49 | -0.3 | 0.63 | 0.16 | -0.2 | 0.16 | 0.16 |
| EPS (diluted) | 0.01 | 0.49 | -0.3 | 0.14 | 0.16 | -0.2 | 0.16 | 0.09 |
| Book value per share | — | 3.55 | 3.38 | 3.56 | 3.76 | 3.56 | 3.77 | 3.78 |
| FCF per share | 0.01 | 1.17 | 0.07 | -0.01 | 0.7 | 0.34 | 0.11 | 0.27 |
| Cash per share | — | 1.06 | 0.4 | 0.22 | 0.35 | 0.47 | 0.31 | 0.57 |
| Capex per share | 0 | 0.01 | 0 | 0.01 | 0.01 | 0.01 | 0.1 | 0.12 |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 0% | 0.14% | 0.05% | 0.13% | 0.22% | 0.29% | 2.01% | 2.31% |
| Capex / operating cash flow | 0% | 0.86% | -1.77% | 1.7% | 1.64% | -17.8% | 26.7% | 24.5% |
| Payout ratio | — | — | — | — | — | — | — | 0% |
| — |
| — |
| $692.8M |
| — |
| FY20 | — | $0.49 | — | — | $504.2M | — |
| FY19 | — | $0.01 | — | — | $368.7M | — |
| Q1 24 |
|---|
| Q2 24 |
|---|
| Q3 24 |
|---|
| Q4 24 |
|---|
| Q1 25 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Revenue | $156.5M | $155.7M | $158.6M | $169.5M | $134M | $140.1M | $153M | $166.7M | $138.4M | $155.4M | $147.3M | $172M |
| YoY change | +1.13% | +1% | -7.88% | -3.29% | -14.4% | -10.1% | -3.53% | -1.67% | +3.23% | +11% | -3.73% | +3.21% |
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 | 71.7M | 36.3M | 26.1M | 41.1M | 56.1M | 37.2M |
| Receivables | 47.3M | 51.4M | 47.1M | 48.4M | 36.1M | 57.9M |
| Inventory | 133.9M | 185M | 233.6M | 192.3M | 192.5M | 205.7M |
| Total current assets | 258M | 291.7M | 325M | 297.4M | 297.3M | 316.2M |
| Property, plant & equipment | 35.1M | 40.9M | 70.7M | 65.1M | 64.1M | 64.8M |
| Goodwill & intangibles | 1.5B | 1.7B | 1.7B | 1.7B | 1.5B | 1.5B |
| Total assets | 1.1B | 1.2B | 1.2B | 1.2B | 1.1B | 1.2B |
| Accounts payable | 34.6M | 45.7M | 44.9M | 43.7M | 44.8M | 60.1M |
| Short-term debt | 5.5M | 7.9M | 12.1M | 12.4M | 12.5M | 12.4M |
| Total current liabilities | 82M | 91.8M | 101.3M | 93.7M | 95.2M | 115.1M |
| Long-term debt | 669.5M | 637.7M | 643.6M | 576.7M | 545.4M | 516.1M |
| Total liabilities | 824.9M | 888.6M | 833.7M | 762.2M | 712.2M | 715M |
| Shareholders' equity | 240.4M | 304.5M | 416M | 441.2M | 421.2M | 448.9M |
| Total debt | 675M | 645.5M | 655.7M | 589.1M | 557.9M | 528.5M |
| Net debt | 603.3M | 609.2M | 629.5M | 548M | 501.8M | 491.3M |
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 | 36.8M | 41.1M | 41.1M | 53.1M | 50.8M | 56.1M | 39.1M | 63.8M | 50.7M | 37.2M | 33.1M | 69M |
| Receivables | 47.4M | 48.4M | 48.7M | 56.1M | 44.5M | 36.1M | 50.9M | 51M | 49.6M | 57.9M | 59.1M | 64.2M |
| Inventory | 207.2M | 192.3M | 184M | 173.5M | 179.3M | 192.5M | 189.1M | 180.8M | 195.7M | 205.7M | 210.5M | 180.2M |
| Total current assets | 304.7M | 297.4M | 289.8M | 301.1M | 298.6M | 297.3M | 288.2M | 303.2M | 316.1M | 316.2M | 317.9M | 330.6M |
| Property, plant & equipment | 67.3M | 65.1M | 63.3M | 61.1M | 61.7M | 64.1M | 66.6M | 65.7M | 63.1M | 64.8M | 75.2M | 77.1M |
| Goodwill & intangibles | 1.7B | 1.7B | 1.7B | 1.6B | 1.6B | 1.5B | 1.6B | 1.6B | 1.5B | 1.5B | 1.5B | 1.5B |
| Total assets | 1.2B | 1.2B | 1.2B | 1.2B | 1.2B | 1.1B | 1.1B | 1.2B | 1.2B | 1.2B | 1.2B | 1.2B |
| Accounts payable | 39.8M | 43.7M | 50.3M | 58.6M | 52.7M | 44.8M | 37.6M | 44.5M | 51.2M | 60.1M | 50.8M | 56M |
| Short-term debt | 11.8M | 12.4M | 11.9M | 11.7M | 11.8M | 12.5M | 12.3M | 12.4M | 12.2M | 12.4M | 13M | 14.7M |
| Total current liabilities | 88.9M | 93.7M | 101.7M | 107.5M | 101.9M | 95.2M | 100.8M | 103.6M | 113.9M | 115.1M | 100.3M | 108.1M |
| Long-term debt | 629.5M | 576.7M | 585.4M | 548.7M | 548.9M | 545.4M | 544.2M | 543.3M | 528.9M | 516.1M | 530.8M | 518.6M |
| Total liabilities | 781.2M | 762.2M | 746.8M | 734.9M | 725.5M | 712.2M | 719.6M | 720.4M | 725.4M | 715M | 722.8M | 712.6M |
| Shareholders' equity | 437.9M | 441.2M | 444.9M | 463.2M | 458.7M | 421.2M | 424.6M | 437.8M | 439.7M | 448.9M | 456M | 449.7M |
| Total debt | 641.3M | 589.1M | 597.3M | 560.4M | 560.7M | 557.9M | 556.5M | 555.6M | 541.1M | 528.5M | 543.8M | 533.3M |
| Net debt | 604.5M | 548M | 556.2M | 507.4M | 509.9M | 501.8M | 517.5M | 491.8M | 490.4M | 491.3M | 510.7M | 464.3M |
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 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|
| Net income | 561K | 32.9M | -27.1M | 73.8M | 19.2M | -23.2M | 19.2M |
| Depreciation & amortization | 19.3M | 19M | 25.5M | 30.5M | 30.3M | 29.7M | 28.9M |
| Stock-based compensation | 437K | 487K | 5M | 24.4M | 7.3M | 5.2M | 8.2M |
| Change in working capital | -4.8M | 19.1M | -35.9M | -55.4M | 34.3M | -4.6M | -25.6M |
| Operating cash flow | 7.1M | 81.2M | -20.5M | 52.3M | 90.3M | -9.7M | 46.2M |
| Capital expenditure | 0 | 698K | 364K | 888K | 1.5M | 1.7M | -12.3M |
| Investing cash flow | -5.9M | -156.1M | -118.9M | -11.4M | 1.5M | 8.8M | -12.3M |
| Dividends paid | — | — | — | — | — | — | — |
| Share repurchases | — | — | — | — | — | — | — |
| Financing cash flow | 2.4M | 140.5M | 77.2M | 3.5M | -67.5M | -33.1M | -31.8M |
| Net change in cash | 3.6M | 65.6M | -62.2M | 44.4M | 24.4M | -34M | 2.1M |
| Free cash flow | 876K | 78.9M | 6.3M | -1.3M | 82.2M | 40.1M | 13.7M |
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 | 752K | 1.2M | 3.7M | 17.1M | -6.3M | -37.8M | 2.8M | 10.9M | -806K | 6.3M | 7.3M | -2.4M |
| Depreciation & amortization | 7.8M | 7.6M | 7.3M | 7.5M | 7M | 7.9M | 7.1M | 6.9M | 7.5M | 7.4M | 7.5M | 7.7M |
| Stock-based compensation | 3M | 2.1M | 1.1M | 1.6M | 1.5M | 887K | 1.5M | 1.4M | 2.3M | 2.9M | 1.7M | 1.6M |
| Change in working capital | 14.9M | 19.7M | 3.9M | 9.8M | -3.6M | -14.6M | -21M | 14.9M | -4.1M | -15.5M | -14.3M | 19.5M |
| Operating cash flow | 29.6M | 35M | 13.9M | 32.4M | -5.2M | -50.8M | -9.3M | 40.5M | 7.4M | 6.2M | -2.9M | 47.1M |
| Capital expenditure | 936K | 189K | 174K | 55K | 1.4M | 81K | 0 | -4.8M | -2.1M | -2.4M | -3.5M | -6.2M |
| Investing cash flow | 936K | 189K | 174K | 55K | 1.4M | 81K | 0 | -4.8M | -2.1M | -2.4M | -6.2M | -6.2M |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | — | — | — | — | — | — | — | — | — | — | — | — |
| Financing cash flow | -26.4M | -25.6M | -16.7M | -11.9M | -227K | -3.6M | -1.8M | -1.8M | -15M | -13.5M | 10M | -1.6M |
| Net change in cash | 4.2M | 9.6M | -2.6M | 20.6M | -4M | -54.3M | -11.1M | 33.8M | -9.7M | -9.7M | 896K | 39.3M |
| Free cash flow | 20.8M | 29.7M | 17.6M | 24.3M | -3.5M | 1.7M | -15.6M | 27.3M | 1.7M | 215K | -9.9M | 40.9M |