| Reported | Consensus estimates | |||||
|---|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 |
| Revenue (M) | 487.7 | 525.4 | 567.8 | 617.3 | 689.9 | 669.7 |
| Growth YoY | −14.4% | +7.7% | +8.1% | +8.7% | +11.8% | −2.9% |
| High estimate | – | – | – | 621.5 | 694.5 | 674.2 |
| Low estimate | – | – | – | 613.2 | 685.3 | 665.2 |
| Analysts | – | – | – | 1 | 1 | 1 |
| EPS, adjusted | 2.83 | 2.93 | 3.10 | 3.49 | 3.95 | 4.47 |
| Growth YoY | −23.7% | +3.5% | +5.8% | +12.4% | +13.3% | +13.2% |
| High estimate | – | – | – | 3.58 | 4.06 | 4.51 |
| Low estimate | – | – | – | 3.38 | 3.84 | 4.43 |
| Analysts | – | – | – | 2 | 2 | 1 |
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 |
|---|---|---|---|---|---|---|---|---|
| Evercore ISI Group | John Dunn | Outperform | Outperform | $88.00 | $84.00 | +5% | +19% | Sep 9 |
| B of A Securities | – | Underperform | Underperform | – | – | – | – | Oct 2, 2025 |