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 | $0.3 | $0.31 | +3.3% | — | $244.9M | — |
| Q1 26 | $0.25 | $0.34 | +36.0% | — | $239M | — |
| Q4 25 | $0.31 | $0.24 | -22.6% | — | $273.6M | — |
| Q3 25 | $0.29 | $0.23 | -20.7% | — | — | — |
| Q2 25 | $0.28 | $0.65 | +132.1% | — | $224.2M | — |
| Q1 25 | $0.32 | $0.65 | +103.1% | — | $240.4M | — |
| Q4 24 | $0.23 | $0.56 | +143.5% | — | $250.7M | — |
| Q3 24 | $0.18 | $0.25 | +38.9% | — | $151.8M | — |
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 | — | $1.21 | — | — | $978.3M | — |
| FY24 | — | $2.82 | — | — | $660.8M | — |
| FY23 | — | $4.87 | — | — | $555.5M | — |
| FY22 | — | $4.17 | — | — | $467.2M | — |
| FY21 | — | $0.68 | — | — |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $294.8M | $467.2M | $555.5M | $660.8M | $978.3M |
| YoY change | — | +58.5% | +18.9% | +18.9% | +48% |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | Q4 22 | Q3 23 | Q4 23 | Q1 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q4 25 |
|---|
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | 294.8M | 467.2M | 555.5M | 660.8M | 978.3M |
| Cost of revenue | 207.4M | 310M | 360.1M | 428.2M | 675M |
| Gross profit | 87.4M | 157.2M | 195.4M | 232.6M | 303.3M |
| Gross margin | 29.6% | 33.6% | 35.2% | 35.2% | 31% |
| Research & development | — | — | — | — | — |
| Selling, general & administrative | 55.6M | 62.1M | 72.8M | 116.2M | 128.8M |
| Operating expenses | 55.6M | 62.1M | 72.8M | 116.2M | 128.8M |
| Operating income | 14.1M | 76.6M | 100M | 85.2M | 113.7M |
| Operating margin | 4.77% | 16.4% | 18% | 12.9% | 11.6% |
| Non-operating income, net | 1.8M | 411K | -109K | 60M | 17.4M |
| Pretax income | 13.7M | 72.9M | 94.4M | 142.8M | 128.5M |
| Income tax | 3.8M | 9.7M | 20.4M | 2.5M | 45.2M |
| Net income | 9.9M | 63.3M | 73.9M | 140.3M | 83.3M |
| Net margin | 3.34% | 13.5% | 13.3% | 21.2% | 8.51% |
| EBITDA | 33.6M | 95.4M | 132.6M | 135.1M | 188.8M |
| EPS | 0.68 | 4.17 | 4.87 | 2.82 | 1.21 |
| Diluted EPS | 0.68 | 4.05 | 4.73 | 2.77 | 1.2 |
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | Q4 22 | Q3 23 | Q4 23 | Q1 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 128M | 139.1M | 133.2M | 128M | 151.8M | 250.7M | 240.4M | 224.2M | 273.6M | 239M | 244.9M |
| Cost of revenue | 85.4M | 89.2M | 84.5M | 78.9M | 99.1M | 165.8M | 163.9M | 152.5M | 194.5M | 154.5M | 161.2M |
| Gross profit | 42.6M | 49.9M | 48.7M | 49.1M | 52.7M | 84.9M | 76.5M | 71.7M | 79.1M | 84.5M | 83.6M |
| Gross margin | 33.3% | 35.9% | 36.6% | 38.4% | 34.7% | 33.9% | 31.8% | 32% | 28.9% | 35.4% | 34.2% |
| Research & development | — | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 17.1M | 19.2M | 16.7M | 21.3M | 38M | 38.3M | 32.3M | 28.8M | 32M | 41.7M | 39.1M |
| Operating expenses | 17.1M | 19.2M | 16.7M | 21.3M | 38M | 38.3M | 32.3M | 28.8M | 32M | 41.7M | 39.1M |
| Operating income | 19.9M | 24.9M | 25.9M | 23M | 6.9M | 34.6M | 29.2M | 27.9M | 31.6M | 26.5M | 28.3M |
| Operating margin | 15.6% | 17.9% | 19.5% | 17.9% | 4.55% | 13.8% | 12.1% | 12.4% | 11.6% | 11.1% | 11.6% |
| Non-operating income, net | -194K | -142K | -1.7M | -701K | 73.8M | -6.8M | -7.1M | -5.1M | -4M | -48.5M | 6.4M |
| Pretax income | 18M | 23.2M | 23.5M | 21.5M | 80M | 27.4M | 21.4M | 22.2M | 27M | -21.6M | 35.4M |
| Income tax | 3.5M | 7.9M | 5M | 5.1M | -2.6M | -4.4M | 6.6M | 6.9M | 13M | -4.9M | 10.4M |
| Net income | 14.5M | 15.4M | 18.4M | 16.4M | 82.6M | 31.8M | 14.8M | 15.3M | 14M | -16.7M | 25M |
| Net margin | 11.3% | 11% | 13.9% | 12.8% | 54.4% | 12.7% | 6.14% | 6.84% | 5.11% | -6.97% | 10.2% |
| EBITDA | 25.3M | 31.5M | 37.8M | 29.6M | 17.9M | 56.9M | 47.3M | 46M | 52.2M | 94.4M | 42.4M |
| EPS | — | 1.01 | — | 1.08 | 2.03 | 0.47 | 0.21 | 0.22 | 0.2 | -0.24 | 0.36 |
| Diluted EPS | — | 0.98 | — | 1.05 | 1.99 | 0.47 | 0.21 | 0.22 | 0.2 | -0.24 | 0.36 |
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 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|
| Market cap | 287.1M | 412.3M | 353.1M | — | — | 2B |
| Enterprise value | 316.6M | 518.5M | 430.6M | — | — | 1.8B |
| Shares outstanding | 14.6M | 15.2M | 15.2M | 49.7M | 69M | 69M |
| Metric | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|
| P/E | 29.1 | 6.52 | 4.78 | — | — | 32 |
| P/S | 0.97 | 0.88 | 0.64 | — | — | 1.99 |
| P/B | 1.59 | 1.64 | 1.07 | — | — | 1.85 |
| EV/EBITDA | 9.43 | 5.43 | 3.25 | — | — | 10.5 |
| EV/Sales | 1.07 | 1.11 | 0.78 | — | — | 1.84 |
| Earnings yield | 3.43% | 15.3% | 20.9% | — | — | 3.12% |
| FCF yield | -2.95% | -3.73% | 17.1% | — | — | 8.64% |
| PEG | — | — | — | — | — | 0.45 |
| Metric | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|
| Gross margin | 29.6% | 33.6% | 35.2% | 35.2% | 31% | 34.2% |
| Operating margin | 4.77% | 16.4% | 18% | 12.9% | 11.6% | 11.6% |
| Net margin | 3.34% | 13.5% | 13.3% | 21.2% | 8.51% | 6.17% |
| ROE | 5.46% | 25.2% | 22.5% | 14.6% | 7.88% | 5.99% |
| ROA | 3.46% | 14.5% | 15.6% | 11.7% | 6.57% | 5.46% |
| ROIC | 4.82% | 18.6% | 19.3% | 8.58% | 7.9% | 7.51% |
| Return on tangible assets | 5.48% | 21.9% | 21.5% | 16.3% | 9.96% | 4.26% |
| Metric | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|
| Current ratio | 2.77 | 3.32 | 3.67 | 3.94 | 4.91 | 5.01 |
| Quick ratio | 1.45 | 1.71 | 1.87 | 2.28 | 3.24 | 3.32 |
| Debt / equity | 0.22 | 0.46 | 0.26 | 0.1 | 0.07 | 0.07 |
| Debt / assets | 0.14 | 0.26 | 0.18 | 0.08 | 0.06 | 0.06 |
| Net debt / EBITDA | 0.88 | 1.11 | 0.58 | 0.13 | -0.66 | -0.63 |
| Interest coverage | 7.35 | 19.1 | 18.1 | 59.8 | 50.8 | 50.8 |
| Effective tax rate | 28.1% | 13.2% | 21.7% | 1.74% | 35.2% | 40.2% |
| Metric | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|
| Revenue per share | 20.2 | 30.8 | 36.6 | 13.3 | 14.2 | 14.5 |
| EPS (basic) | 0.68 | 4.17 | 4.87 | 2.82 | 1.21 | 1.21 |
| EPS (diluted) | 0.68 | 4.05 | 4.73 | 2.77 | 1.2 | 0.89 |
| Book value per share | 12.4 | 16.6 | 21.7 | 19.3 | 15.3 | 15.4 |
| FCF per share | -0.58 | -1.01 | 3.98 | 1.61 | 2.26 | 2.01 |
| Cash per share | 0.67 | 0.55 | 0.49 | 1.47 | 2.95 | 3.29 |
| Capex per share | 0.01 | 0.57 | 0.09 | 0.07 | 0.51 | 0.41 |
| Metric | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|
| Capex / revenue | 0.05% | 1.84% | 0.25% | 0.49% | 3.59% | 2.92% |
| Capex / operating cash flow | -3.46% | -150.4% | 1.68% | 3.08% | 18.4% | 17% |
| Payout ratio | — | — | 0% | 53.4% | 0% | 0% |
| Dividend yield | — | — | 0% | — | — | — |
| $294.8M |
| — |
| Q1 26 |
|---|
| Q2 26 |
|---|
| Revenue | $128M | $139.1M | $133.2M | $128M | $151.8M | $250.7M | $240.4M | $224.2M | $273.6M | $239M | $244.9M |
| YoY change | — | — | +4.06% | — | +9.15% | +88.2% | +87.8% | — | +9.14% | -0.58% | +9.21% |
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 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Cash & short-term investments | 9.7M | 8.4M | 7.4M | 73.3M | 203.4M |
| Receivables | 80.2M | 123.8M | 107.2M | 275.1M | 229.7M |
| Inventory | 92.3M | 136.7M | 141.2M | 271.2M | 248.4M |
| Total current assets | 192.9M | 282.4M | 288.3M | 641.4M | 728M |
| Property, plant & equipment | 21M | 54.6M | 65.6M | 170M | 160.9M |
| Goodwill & intangibles | 105.2M | 147.5M | 131.5M | 337.1M | 431.9M |
| Total assets | 284.9M | 436.3M | 475.3M | 1.2B | 1.3B |
| Accounts payable | 38.3M | 41.6M | 32M | 65.2M | 60.7M |
| Short-term debt | 5.8M | 14.7M | 17.2M | 21M | 19.4M |
| Total current liabilities | 69.6M | 85M | 78.6M | 162.7M | 148.2M |
| Long-term debt | 33.4M | 99.9M | 67.7M | 70.1M | 59.9M |
| Total liabilities | 104.3M | 185M | 146.4M | 239.3M | 210.6M |
| Shareholders' equity | 180.6M | 251.3M | 328.9M | 958.2M | 1.1B |
| Total debt | 39.2M | 114.6M | 84.9M | 91.1M | 79.3M |
| Net debt | 29.5M | 106.2M | 77.5M | 17.8M | -124.1M |
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 22 | Q3 23 | Q4 23 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 8.4M | 8.3M | 7.4M | 99.9M | 73.3M | 68.1M | 68.8M | 203.4M | 200.7M | 222.1M |
| Receivables | 123.8M | 128.1M | 107.2M | 225.1M | 275.1M | 293.7M | 243.3M | 229.7M | 262M | 255.3M |
| Inventory | 136.7M | 140.2M | 141.2M | 297.5M | 271.2M | 269.3M | 278.5M | 248.4M | 253M | 264.8M |
| Total current assets | 282.4M | 295.7M | 288.3M | 677.3M | 641.4M | 632.6M | 670.1M | 728M | 752.9M | 788.5M |
| Property, plant & equipment | 54.6M | 68.5M | 65.6M | 153.6M | 170M | 172.9M | 160.5M | 160.9M | 167.3M | 170M |
| Goodwill & intangibles | 147.5M | 135.5M | 131.5M | 119.4M | 337.1M | 360.6M | 437.7M | 431.9M | 423.5M | 442.7M |
| Total assets | 436.3M | 487M | 475.3M | 1.1B | 1.2B | 1.2B | 1.2B | 1.3B | 1.3B | 1.3B |
| Accounts payable | 41.6M | 39.7M | 32M | 83.6M | 65.2M | 76.4M | 65.3M | 60.7M | 74.9M | 77.2M |
| Short-term debt | 14.7M | 28.1M | 17.2M | 19.8M | 21M | 17.1M | 18.3M | 19.4M | 18.8M | 18.8M |
| Total current liabilities | 85M | 103.1M | 78.6M | 174.8M | 162.7M | 145.8M | 145.7M | 148.2M | 147.8M | 157.5M |
| Long-term debt | 99.9M | 75.9M | 67.7M | 51.7M | 70.1M | 65.6M | 80.4M | 59.9M | 57.4M | 55.8M |
| Total liabilities | 185M | 179M | 146.4M | 228.4M | 239.3M | 217.6M | 231.5M | 210.6M | 256.8M | 269.2M |
| Shareholders' equity | 251.3M | 307.9M | 328.9M | 904.4M | 958.2M | 978.4M | 995.6M | 1.1B | 1B | 1.1B |
| Total debt | 114.6M | 103.9M | 84.9M | 71.5M | 91.1M | 82.7M | 98.7M | 79.3M | 76.2M | 74.6M |
| Net debt | 106.2M | 95.6M | 77.5M | -28.4M | 17.8M | 14.6M | 29.9M | -124.1M | -124.5M | -147.5M |
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 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Net income | 9.9M | 63.3M | 73.9M | 140.3M | 83.3M |
| Depreciation & amortization | 17.7M | 18.5M | 30.1M | 39.5M | 73.2M |
| Stock-based compensation | 703K | 907K | 2M | 13.2M | 13.8M |
| Change in working capital | -32.5M | -79.4M | -15.2M | 2.4M | 27.5M |
| Operating cash flow | -3.9M | -5.7M | 83.7M | 105.5M | 190.9M |
| Capital expenditure | 136K | -8.6M | 1.4M | 3.2M | -35.1M |
| Investing cash flow | -22.1M | -37.5M | -16.9M | 92M | -118.8M |
| Dividends paid | — | — | 0 | -75M | 0 |
| Share repurchases | -331K | -1.3M | 0 | 0 | -9.3M |
| Financing cash flow | 3.9M | 39M | -44.6M | -106.4M | -44.9M |
| Net change in cash | -22.1M | -4.2M | 22.2M | 91.2M | 27.2M |
| Free cash flow | -8.5M | -15.4M | 60.4M | 79.8M | 155.8M |
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 22 | Q4 23 | Q1 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net income | 14.5M | 18.4M | 16.4M | 82.6M | 31.8M | 14.8M | 15.3M | 14M | -16.7M | 25M |
| Depreciation & amortization | 5.6M | 13.5M | 6.7M | 9.8M | 14.6M | 17.9M | 18M | 18.7M | 19.5M | 19.5M |
| Stock-based compensation | 188K | 470K | 468K | 10.9M | 1.4M | 1.8M | 3.8M | 5M | 3M | 3.4M |
| Change in working capital | -15.8M | -6M | -5.9M | 17.2M | -5.3M | 8.3M | 11.6M | 1.2M | -10.3M | -6M |
| Operating cash flow | 2.2M | 29.5M | 17.8M | 29M | 44.4M | 49.1M | 59.2M | 52.2M | 19.8M | 37M |
| Capital expenditure | -5.4M | 14.7M | 194K | 1.1M | 1.2M | 1M | -7.3M | -8.9M | -5.8M | -6.6M |
| Investing cash flow | -5.4M | 14.7M | 194K | 155.4M | -64.3M | -16.4M | -70.6M | -11.4M | -5.8M | -18.7M |
| Dividends paid | — | — | — | — | 0 | — | — | 0 | — | — |
| Share repurchases | 0 | 0 | 0 | — | — | -626K | -8.7M | 0 | -14.1M | 1K |
| Financing cash flow | -2.9M | -21.5M | -10.3M | -13.6M | 11.1M | -13.4M | 2.4M | -2.8M | -16.9M | -2.4M |
| Net change in cash | -6.1M | 22.6M | 7.8M | 170.8M | -8.8M | 19.3M | -8.9M | 38M | -2.9M | 16M |
| Free cash flow | -890K | 20.2M | 10.2M | 20.1M | 28.7M | 24M | 51.9M | 43.3M | 14M | 30.4M |