| Reported | Consensus estimates | ||||
|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 |
| Revenue (M) | 719.0 | 627.5 | 510.4 | 466.9 | 449.5 |
| Growth YoY | +29.5% | −12.7% | −18.7% | −8.5% | −3.7% |
| High estimate | – | – | – | 478.8 | 479.2 |
| Low estimate | – | – | – | 458.5 | 425.6 |
| Analysts | – | – | – | 3 | 3 |
| EPS, adjusted | 2.25 | 1.74 | 1.15 | 0.27 | 0.58 |
| Growth YoY | +14.8% | −22.7% | −33.9% | −76.3% | +113.8% |
| High estimate | – | – | – | 0.37 | 0.67 |
| Low estimate | – | – | – | 0.13 | 0.49 |
| Analysts | – | – | – | 4 | 4 |
Consensus mean of analyst estimates. EPS is adjusted (street) EPS, the basis analysts forecast; annual actuals are the sum of the four reported quarters. Growth compares with the same period a year earlier; n/m where the prior period was a loss.
| Firm | Analyst | Rating | Prev rating | Target | Prev target | Chg | Upside | Date |
|---|---|---|---|---|---|---|---|---|
| Keefe, Bruyette & Woods | – | Underperform | Underperform | – | – | – | – | Aug 3 |
| Piper Sandler | Crispin Love | Underweight | Underweight | $5.00 | $5.50 | −9% | +23% | Aug 3 |
| JP Morgan | – | Neutral | Underweight | – | – | – | – | Jul 17 |
| Citizens | – | Market Outperform | Market Outperform | – | – | – | – | May 14 |