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Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|
| Revenue | $5.1B | $6.0B | $5.9B | $5.3B | $3.8B | $3.6B |
| Gross profit | $1.3B | $1.3B | $1.4B | $1.3B | $1.1B | $1.2B |
| Operating income | -$237.8M | -$368.5M | -$311.6M | -$34.5M | -$26.2M | $232.1M |
| Net income | -$215.3M | -$381.0M | -$313.0M | $7.0M | $131.0M | $418.0M |
| Diluted EPS | -$0.83 | -$1.31 | -$1.03 | $0.02 | $0.33 | $0.77 |
| Operating cash flow | $123.7M | -$434.3M | $108.2M | -$203.7M | $145.7M | $614.8M |
| Free cash flow | $63.7M | -$496.3M | $52.3M | -$238.6M | $129.6M | $597.3M |
| Gross margin | 24.7% | 22.4% | 23.1% | 24.5% | 29.1% | 33.0% |
| Operating margin | -4.7% | -6.1% | -5.3% | -0.7% | -0.7% | 6.4% |
| Net margin | -4.2% | -6.3% | -5.3% | 0.1% | 3.4% | 11.5% |
| Line item | Q2 '24 | Q3 '24 | Q4 '25 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '26 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $798.3M | $860.3M | $1.3B | $732.4M | $972.2M | $821.0M | $1.1B | $835.3M |
| Gross profit | $248.8M | $257.2M | $363.4M | $252.8M | $283.1M | $273.4M | $386.8M | $340.3M |
| Operating income | -$22.0M | -$33.4M | $79.8M | -$10.8M | $66.4M | $41.3M | $135.2M | $143.3M |
| Net income | $14.8M | $17.4M | $131.1M | $44.8M | $168.6M | $77.1M | $127.5M | $389.6M |
| Diluted EPS | $0.04 | $0.04 | $0.36 | $0.09 | $0.31 | $0.13 | $0.24 | $0.66 |
| Operating cash flow | $68.6M | $24.6M | $162.3M | $192.5M | $117.4M | $111.3M | $193.6M | $337.4M |
| Free cash flow | $65.5M | $20.0M | $158.8M | $189.6M | $113.3M | $107.0M | $187.4M | $332.9M |
| Gross margin | 31.2% | 29.9% | 28.3% | 34.5% | 29.1% | 33.3% | 35.0% | 40.7% |
| Operating margin | -2.8% | -3.9% | 6.2% | -1.5% | 6.8% | 5.0% | 12.2% | 17.2% |
| Net margin | 1.9% | 2.0% | 10.2% | 6.1% | 17.3% | 9.4% | 11.5% | 46.6% |
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Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-06 | Robinson Mark Haymond· General Counsel and Secretary | Sale | 3,957 | $22.62 | $89,511.30 | filing |
| 2026-07-01 | Moore Daniel William· PFO and PAO | Sale | 7,085 | $22.38 | $158,562.30 | filing |
| 2026-07-01 | Robinson Mark Haymond· General Counsel and Secretary | Sale | 7,083 | $22.38 | $158,517.54 | filing |
| 2026-04-13 | Robinson Mark Haymond· General Counsel and Secretary | Sale | 3,912 | $23.19 | $90,715.37 | filing |
| 2026-04-01 | Moore Daniel William· PFO and PAO | Award | 21,196 | $23.59 | $500,013.64 | filing |
| 2026-04-01 | Robinson Mark Haymond· General Counsel and Secretary | Award | 21,196 | $23.59 | $500,013.64 | filing |
| 2026-04-01 | Moore Daniel William· PFO and PAO | Sale | 7,210 | $22.94 | $165,429.85 | filing |
| 2026-04-01 | Robinson Mark Haymond· General Counsel and Secretary | Sale | 7,209 | $22.94 | $165,406.90 | filing |
| 2026-01-23 | Cheng Lawrence | Buy | 5,000 | $22.87 | $114,368.50 | filing |
| 2026-01-21 | Cohen Ryan· President, CEO and Chairman | Buy | 500,000 | $21.60 | $10.8M | filing |
| 2026-01-21 | Attal Alain | Buy | 12,000 | $21.63 | $259,576.80 | filing |
| 2026-01-20 | Cohen Ryan· President, CEO and Chairman | Buy | 500,000 | $21.12 | $10.6M | filing |
| 2026-01-20 | Attal Alain | Buy | 12,000 | $20.90 | $250,797.60 | filing |
| 2026-01-12 | Robinson Mark Haymond· General Counsel and Secretary | Sale | 12,200 | $21.00 | $256,247.58 | filing |
| 2026-01-02 | Moore Daniel William· PFO and PAO | Sale | 5,477 | $20.44 | $111,942.21 | filing |
| 2026-01-02 | Robinson Mark Haymond· General Counsel and Secretary | Sale | 5,475 | $20.44 | $111,901.34 | filing |
| 2025-12-23 | Moore Daniel William· PFO and PAO | Award | 1,081 | $21.38 | $23,111.78 | filing |
| 2025-12-23 | Robinson Mark Haymond· General Counsel and Secretary | Award | 967 | $21.38 | $20,674.46 | filing |
| 2025-12-09 | Robinson Mark Haymond· General Counsel and Secretary | Award | 9,561 | $21.84 | $208,812.24 | filing |
| 2025-10-02 | Moore Daniel William· PFO and PAO | Sale | 6,509 | $27.58 | $179,534.49 | filing |
| 2025-10-02 | Robinson Mark Haymond· General Counsel and Secretary | Sale | 4,449 | $27.58 | $122,714.54 | filing |
| 2025-09-02 | Moore Daniel William· PFO and PAO | Sale | 830 | $22.68 | $18,824.40 | filing |
| 2025-08-11 | Moore Daniel William· PFO and PAO | Award | 71,060 | $23.22 | $1.7M | filing |
| 2025-07-24 | Robinson Mark Haymond· General Counsel and Secretary | Sale | 30 | $23.81 | $714.30 | filing |
| 2025-07-23 | Robinson Mark Haymond· General Counsel and Secretary | Sale | 11,055 | $24.18 | $267,315.43 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.