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 % |
|---|---|---|---|---|---|---|
| Q3 26 | $0.31 | $0.38 | +22.6% | — | — | — |
| Q2 26 | $0.16 | $0.34 | +112.5% | — | — | — |
| Q1 26 | $0.19 | $0.26 | +36.8% | — | — | — |
| Q4 25 | $0.21 | $0.35 | +66.7% | — | — | — |
| Q3 25 | $0.18 | $0.23 | +27.8% | — | — | — |
| Q2 25 | $0.17 | $0.2 | +17.6% | — | — | — |
| Q1 25 | $0.11 | $0.11 | 0.0% | — | $114.7M | — |
| Q3 24 | $0.13 | $0.15 | +15.4% | — | $103.5M | — |
| Q2 24 | $0.1 | $0.13 | +30.0% | — | $97M | — |
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 | — | $0.77 | — | — | $496.3M | — |
| FY24 | — | $0.25 | — | — | $402.8M | — |
| FY23 | — | -$0.06 | — | — | $317.5M | — |
| FY22 | — | -$0.03 | — | — | $239.4M | — |
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 | $239.4M | $317.5M | $402.8M | $496.3M |
| YoY change | — | +32.6% | +26.9% | +23.2% |
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 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|
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 | 239.4M | 317.5M | 402.8M | 496.3M |
| Cost of revenue | 127.9M | 163.2M | 204M | 235M |
| Gross profit | 111.5M | 154.3M | 198.8M | 261.3M |
| Gross margin | 46.6% | 48.6% | 49.4% | 52.7% |
| Research & development | 4.2M | 6.3M | 8.8M | 13.1M |
| Selling, general & administrative | 38M | 49.4M | 73.6M | 94.7M |
| Operating expenses | 41.3M | 54.9M | 77.9M | 107.9M |
| Operating income | 47.7M | 74.5M | 92.6M | 119.3M |
| Operating margin | 19.9% | 23.5% | 23% | 24% |
| Non-operating income, net | -8.3M | -5M | -11.4M | -13M |
| Pretax income | -2.6M | 2.4M | 29.1M | 80.6M |
| Income tax | -142K | 7.1M | 6.8M | 8.4M |
| Net income | -2.5M | -4.6M | 22.2M | 72.1M |
| Net margin | -1.03% | -1.45% | 5.52% | 14.5% |
| EBITDA | 81.7M | 112.5M | 135.7M | 170.3M |
| EPS | -0.03 | -0.06 | 0.25 | 0.77 |
| Diluted EPS | -0.03 | -0.06 | 0.24 | 0.75 |
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 | 82.8M | 86.4M | 91.8M | 97M | 103.5M | 110.4M | 114.7M | 123.1M | 126.8M | 131.8M | 156.1M | 171.6M |
| Cost of revenue | 42.2M | 46.3M | 47.4M | 49.5M | 50.6M | 56.5M | 55M | 56.9M | 60M | 63.1M | 76.8M | 80.4M |
| Gross profit | 40.6M | 40.1M | 44.4M | 47.5M | 52.9M | 54M | 59.7M | 66.2M | 66.8M | 68.6M | 79.2M | 91.2M |
| Gross margin | 49.1% | 46.4% | 48.4% | 49% | 51.1% | 48.9% | 52.1% | 53.8% | 52.7% | 52.1% | 50.8% | 53.2% |
| Research & development | 1.7M | 1.4M | 2M | 2.6M | 2.1M | 2M | 2.9M | 3.6M | 2.9M | 3.6M | 4.4M | 4.9M |
| Selling, general & administrative | 13.4M | 13.4M | 13.8M | 18M | 20.7M | 21.1M | 21.3M | 24.3M | 23.8M | 25.3M | 27.9M | 28.8M |
| Operating expenses | 14.8M | 14.6M | 15.8M | 17.7M | 21.2M | 23.1M | 24.3M | 27.9M | 26.9M | 28.9M | 32.3M | 35M |
| Operating income | 19.6M | 19.2M | 22.2M | 23.4M | 24.5M | 22.5M | 27M | 29.9M | 31.3M | 31.1M | 35M | 43.7M |
| Operating margin | 23.6% | 22.2% | 24.2% | 24.1% | 23.7% | 20.4% | 23.6% | 24.2% | 24.7% | 23.6% | 22.4% | 25.4% |
| Non-operating income, net | -2.5M | -1.5M | -843K | -1.2M | -1.7M | -6.1M | -903K | -2.5M | -2.3M | -7.3M | -1.5M | -1.8M |
| Pretax income | -53K | -223K | 3.6M | 9.9M | 12.9M | 2.6M | 19.7M | 20.8M | 23M | 17M | 14.8M | 21.8M |
| Income tax | -2.9M | 350K | 1.4M | 2.3M | 4.2M | -1M | 4.4M | 4.1M | -4.6M | 4.5M | 3.7M | 5.1M |
| Net income | 2.9M | -573K | 2.2M | 7.6M | 8.7M | 3.7M | 15.3M | 16.7M | 27.6M | 12.5M | 11.1M | 16.7M |
| Net margin | 3.45% | -0.66% | 2.45% | 7.88% | 8.36% | 3.34% | 13.4% | 13.6% | 21.8% | 9.5% | 7.14% | 9.76% |
| EBITDA | 29M | 29M | 32.1M | 31.5M | 35.3M | 35.1M | 39.5M | 42.5M | 44.1M | 44.1M | 53.9M | 63.6M |
| EPS | 0.04 | — | 0.03 | 0.09 | 0.1 | 0.04 | 0.16 | 0.18 | 0.29 | 0.13 | 0.12 | 0.18 |
| Diluted EPS | 0.04 | — | 0.03 | 0.09 | 0.09 | 0.04 | 0.16 | 0.17 | 0.29 | 0.13 | 0.12 | 0.18 |
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 | — | — | — | 6.4B | 6B |
| Enterprise value | — | — | — | 7B | 6.9B |
| Shares outstanding | 77M | 77M | 89.4M | 93.6M | 93.6M |
| Metric | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|
| P/E | — | — | — | 88.2 | 91.6 |
| P/S | — | — | — | 12.8 | 10.4 |
| P/B | — | — | — | 5.42 | 5.08 |
| EV/EBITDA | — | — | — | 41.1 | 32.4 |
| EV/Sales | — | — | — | 14.1 | 11.8 |
| Earnings yield | — | — | — | 1.13% | 1.09% |
| FCF yield | — | — | — | 1.56% | 1.39% |
| PEG | — | — | — | — | 40.2 |
| Metric | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|
| Gross margin | 46.6% | 48.6% | 49.4% | 52.7% | 53.2% |
| Operating margin | 19.9% | 23.5% | 23% | 24% | 26.2% |
| Net margin | -1.03% | -1.45% | 5.52% | 14.5% | 11.6% |
| ROE | -0.59% | -1.1% | 2.04% | 6.14% | 5.84% |
| ROA | -0.25% | -0.44% | 1.53% | 3.55% | 4.89% |
| ROIC | 5.41% | 0% | 5.36% | 5.88% | 6.12% |
| Return on tangible assets | 0.46% | 0.88% | -2.76% | -6.01% | -5.18% |
| Metric | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|
| Current ratio | 3.9 | 3.32 | 5.28 | 4.7 | 4.91 |
| Quick ratio | 2.31 | 1.8 | 3.06 | 2.98 | 3.24 |
| Debt / equity | 1.18 | 1.3 | 0.26 | 0.62 | 0.8 |
| Debt / assets | 0.5 | 0.52 | 0.2 | 0.36 | 0.41 |
| Net debt / EBITDA | 5.64 | 4.66 | 1.71 | 3.76 | 4.09 |
| Interest coverage | 0.94 | 1.04 | 1.56 | 4.14 | 2.49 |
| Effective tax rate | 0% | 100% | 23.5% | 10.5% | 11.3% |
| Metric | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|
| Revenue per share | 3.11 | 4.12 | 4.51 | 5.3 | 6.26 |
| EPS (basic) | -0.03 | -0.06 | 0.25 | 0.77 | 0.77 |
| EPS (diluted) | -0.03 | -0.06 | 0.24 | 0.75 | 0.71 |
| Book value per share | 5.48 | 5.43 | 12.2 | 12.6 | 12.8 |
| FCF per share | 0.07 | 0.01 | 0.52 | 1.06 | 1.11 |
| Cash per share | 0.46 | 0.28 | 0.6 | 0.91 | 1.31 |
| Capex per share | — | — | — | 0.14 | 0.16 |
| Metric | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|
| Capex / revenue | — | — | — | 2.62% | 2.61% |
| Capex / operating cash flow | — | — | — | 11.6% | 12.6% |
| Payout ratio | — | — | — | — | 0% |
| Revenue | $82.8M | $86.4M | $91.8M | $97M | $103.5M | $110.4M | $114.7M | $123.1M | $126.8M | $131.8M | $156.1M | $171.6M |
| YoY change | — | — | +23.7% | +31.1% | +25% | +27.8% | +24.8% | +26.9% | +22.4% | +19.3% | +36.1% | +39.4% |
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 | 35.5M | 21.5M | 54.1M | 84.8M |
| Receivables | 40.9M | 59M | 63.8M | 88M |
| Inventory | 61M | 78M | 92.6M | 109M |
| Total current assets | 149.8M | 170.7M | 220.7M | 298.5M |
| Property, plant & equipment | 47.6M | 51.2M | 48.9M | 51.4M |
| Goodwill & intangibles | 1.5B | 1.6B | 2.3B | 3.2B |
| Total assets | 994.5M | 1.1B | 1.5B | 2B |
| Accounts payable | 10.2M | 12.9M | 12.1M | 18.6M |
| Short-term debt | 6M | 7.7M | 835K | 5.5M |
| Total current liabilities | 38.4M | 51.5M | 41.8M | 63.5M |
| Long-term debt | 490.4M | 537.8M | 285.6M | 719.8M |
| Total liabilities | 572.5M | 632.3M | 362.1M | 855.1M |
| Shareholders' equity | 422M | 418.1M | 1.1B | 1.2B |
| Total debt | 496.4M | 545.5M | 286.4M | 725.3M |
| Net debt | 460.9M | 524M | 232.4M | 640.5M |
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 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 21.5M | 28.2M | 73.2M | 55.2M | 54.1M | 80.5M | 103.3M | 99M | 84.8M | 94.9M | 122.4M |
| Receivables | 59M | 55.8M | 60.6M | 66.3M | 63.8M | 71.1M | 71.9M | 78.6M | 88M | 100.7M | 107M |
| Inventory | 78M | 82.6M | 84.9M | 97.9M | 92.6M | 96.5M | 99.9M | 105.5M | 109M | 122.6M | 127.6M |
| Total current assets | 170.7M | 181.6M | 233.6M | 232M | 220.7M | 258.1M | 286M | 295.5M | 298.5M | 335.1M | 375.1M |
| Property, plant & equipment | 51.2M | 46.5M | 45.3M | 49.5M | 48.9M | 47.9M | 47.8M | 48.1M | 51.4M | 54.5M | 59.6M |
| Goodwill & intangibles | 1.6B | 1.6B | 1.5B | 2.3B | 2.3B | 2.2B | 2.2B | 2.3B | 3.2B | 3.7B | 3.6B |
| Total assets | 1.1B | 1.1B | 1.1B | 1.5B | 1.5B | 1.5B | 1.5B | 1.5B | 2B | 2.3B | 2.3B |
| Accounts payable | 12.9M | 13.9M | 16.1M | 16.2M | 12.1M | 14.1M | 16.2M | 17.7M | 18.6M | 23.9M | 29.4M |
| Short-term debt | 7.7M | 7.7M | 3.3M | 6.9M | 835K | 897K | 923K | 960K | 5.5M | 8.4M | 8.3M |
| Total current liabilities | 51.5M | 58.8M | 48M | 58.7M | 41.8M | 50.3M | 46.5M | 49.9M | 63.5M | 73.5M | 76.5M |
| Long-term debt | 537.8M | 536.3M | 256.9M | 604.8M | 285.6M | 285.9M | 286.2M | 287.7M | 719.8M | 951.9M | 956.5M |
| Total liabilities | 632.3M | 633.3M | 341.9M | 702.2M | 362.1M | 372.2M | 369.5M | 373.9M | 855.1M | 1.1B | 1.1B |
| Shareholders' equity | 418.1M | 420.6M | 758.4M | 769.8M | 1.1B | 1.1B | 1.1B | 1.2B | 1.2B | 1.2B | 1.2B |
| Total debt | 545.5M | 544M | 260.3M | 611.6M | 286.4M | 286.8M | 287.1M | 288.6M | 725.3M | 960.3M | 964.8M |
| Net debt | 524M | 515.8M | 187.1M | 556.5M | 232.4M | 206.3M | 183.8M | 189.7M | 640.5M | 865.4M | 842.4M |
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 | -2.5M | -4.6M | 22.2M | 72.1M |
| Depreciation & amortization | 34M | 38M | 43.1M | 51M |
| Stock-based compensation | 1.5M | 372K | 11.1M | 14.9M |
| Change in working capital | -19.9M | -21.3M | -20.3M | -32.6M |
| Operating cash flow | 13.3M | 12.8M | 61.1M | 112.3M |
| Capital expenditure | — | — | — | -13M |
| Investing cash flow | -173.9M | -60.4M | -383.3M | -520.9M |
| Dividends paid | — | — | — | — |
| Share repurchases | — | — | — | — |
| Financing cash flow | 135.3M | 45.7M | 370M | 439.2M |
| Net change in cash | -25.3M | -1.9M | 47.9M | 30.6M |
| Free cash flow | 5.3M | 679K | 46.1M | 99.3M |
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 | 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 | — | — | — | — | — | — | — | — | 27.6M | 12.5M | 11.1M | 16.7M |
| Depreciation & amortization | — | — | — | — | — | — | — | — | 12.8M | 13.1M | 18.9M | 19.9M |
| Stock-based compensation | — | — | — | — | — | — | — | — | 3.9M | 4.3M | 4.4M | 4.6M |
| Change in working capital | -5.5M | -2.3M | 3.1M | -4.8M | -2.6M | 2.2M | -7.1M | -554K | -12.5M | -6.4M | -10.4M | -10.7M |
| Operating cash flow | -5.5M | -2.3M | 3.1M | -4.8M | -2.6M | 2.2M | -7.1M | -554K | 29.7M | 30.4M | 30.9M | 30.3M |
| Capital expenditure | — | — | — | — | — | — | — | — | -2.8M | -5.5M | -4.1M | -2.9M |
| Investing cash flow | — | — | — | — | — | — | — | — | -35.6M | -480.6M | -254M | -2.8M |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | 0 | 0 |
| Share repurchases | — | — | — | — | — | — | — | — | — | — | — | — |
| Financing cash flow | — | — | — | — | — | — | — | — | -422K | 446.8M | 238.3M | 190K |
| Net change in cash | -5.5M | -2.3M | 3.1M | -4.8M | -2.6M | 2.2M | -7.1M | -554K | -6.3M | -3.3M | 15.2M | 27.6M |
| Free cash flow | — | — | — | — | — | — | — | — | 26.9M | 24.9M | 26.8M | 27.4M |