| Reported | Consensus estimates | ||||
|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 |
| Revenue (M) | 461.3 | 431.0 | 423.4 | 445.9 | 467.0 |
| Growth YoY | +57.9% | −6.6% | −1.8% | +5.3% | +4.7% |
| High estimate | – | – | – | 449.3 | 470.5 |
| Low estimate | – | – | – | 440.5 | 461.3 |
| Analysts | – | – | – | 1 | 3 |
| EPS, adjusted | 2.45 | 2.20 | 1.98 | 2.22 | 2.40 |
| Growth YoY | +72.5% | −10.2% | −10.0% | +12.1% | +8.1% |
| High estimate | – | – | – | 2.24 | 2.42 |
| Low estimate | – | – | – | 2.18 | 2.36 |
| Analysts | – | – | – | 1 | 3 |
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 | – | Outperform | Market Perform | – | – | – | – | Feb 3 |
| Raymond James | David Feaster | Outperform · Feb 2025 | Outperform | $32.00 | $28.00 | +14% | −19% | Oct 24, 2025 |