MACOM Technology Solutions Holdings, Inc. logo MTSI - MACOM Technology Solutions Holdings, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 15
HOLD 7
SELL 2
STRONG
SELL
0
| PRICE TARGET: $352.56 DETAILS
HIGH: $450.00
LOW: $260.00
MEDIAN: $350.00
CONSENSUS: $352.56
DOWNSIDE: 13.94%
Metric 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2 2013 Q1 2012 Q4 2012 Q3 2012 Q2 2012 Q1 2011 Q4 2011 Q3 2011 Q2 2011 Q1 2010 Q4
Revenue
Revenue 289.0 271.6 261.2 252.1 235.9 218.1 200.7 190.5 181.2 157.1 150.4 148.5 169.4 180.1 178.1 172.3 165.1 159.6 155.2 152.6 150.6 148.5 147.2 137.3 126.4 119.1 112.2 108.3 128.5 150.7 151.2 137.9 150.4 130.9 166.4 194.6 186.1 151.8 152.7 142.3 133.6 112.6 130.7 124.9 114.9 114.3 112.4 107.8 83.5 83.7 82.2 77.8 75.0 74.6 77.1 77.5 73.0 78.8 78.7 77.9 74.9 74.2
Cost of Revenue 124.5 119.8 118.5 116.7 109.8 106.3 90.9 94.8 91.2 75.7 63.7 68.4 72.5 75.7 75.9 74.0 66.2 65.5 72.7 65.4 66.5 68.2 94.3 74.5 63.1 60.9 66.1 88.2 83.0 86.6 92.6 102.8 96.6 80.8 90.5 112.8 124.4 79.7 77.4 68.3 68.1 55.6 70.9 70.9 60.7 58.1 62.1 81.0 46.8 46.4 45.9 44.0 42.7 43.0 41.7 40.9 41.6 43.9 44.6 45.6 44.3 46.3
Gross Profit 164.4 151.8 142.6 135.4 126.1 111.8 109.8 95.7 90.0 81.5 86.6 80.2 96.9 104.5 102.2 98.3 99.0 94.1 82.6 87.3 84.1 80.3 52.9 62.8 63.4 58.2 46.2 20.1 45.5 64.1 58.5 35.1 53.8 50.2 75.9 81.8 61.7 72.0 75.3 74.0 65.5 57.0 59.8 54.0 54.2 56.2 50.2 26.9 36.7 37.3 36.3 33.9 32.3 31.5 35.4 36.5 31.4 34.9 34.1 32.2 30.6 27.9
Operating Expenses
R&D Expenses 69.0 66.5 62.9 61.1 55.6 58.3 49.6 46.2 44.6 38.4 37.5 36.7 35.5 38.8 39.7 37.6 35.5 35.5 33.7 33.6 34.6 36.9 35.4 34.9 35.8 35.2 34.9 42.7 42.4 43.5 46.2 48.2 41.6 41.7 39.4 38.7 39.7 30.2 30.1 26.1 26.2 22.0 21.6 21.1 19.5 20.1 20.8 20.3 11.4 9.5 11.1 10.2 9.8 8.0 9.2 8.8 9.9 10.6 9.5 8.4 7.7 7.1
SG&A Expenses 44.6 42.0 39.8 36.6 35.7 28.8 32.7 29.8 29.8 32.1 33.5 26.2 25.5 27.0 25.5 24.6 31.0 31.6 22.7 30.0 30.5 31.3 5.2 21.9 32.0 32.3 20.1 28.2 30.1 29.8 28.8 28.4 26.7 25.8 20.3 35.8 55.2 26.5 33.8 35.9 34.6 30.0 27.4 29.2 25.6 20.2 22.1 24.5 18.9 13.1 13.0 12.7 10.9 11.7 10.7 11.0 11.3 11.5 11.8 12.6 12.2 12.6
Other Expenses 0 0 0.3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (2.0) 0 0.8 1.2 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 (0.1) 0.1 0 0 0.4 0 0 0 0.1 0.1 0.1 0.1 0.1 (2.9) 0.1 (1.2) 0.2 (0.5) 0.4 0.2 0.1 0.5
Operating Expenses 113.6 108.5 103.0 97.8 91.2 87.1 82.3 76.0 74.3 70.5 71.0 62.8 61.0 65.9 65.2 62.3 66.4 67.1 56.3 63.6 65.1 68.2 38.5 56.9 68.6 68.7 55.0 70.9 72.5 73.3 75.1 76.6 68.3 67.5 59.7 74.6 94.8 56.7 63.9 61.9 60.8 52.0 49.0 50.3 45.1 40.3 42.9 44.9 30.3 22.6 24.1 22.9 20.7 16.7 20 18.6 21.3 21.6 21.7 21.1 20.0 20.2
Operating Income
Operating Income 50.8 43.3 39.6 37.7 34.9 24.7 27.5 19.7 15.7 11.0 15.6 17.3 35.9 38.6 37.0 36.0 32.6 27.1 26.2 23.7 19.0 12.1 14.4 5.9 (5.3) (10.5) (8.8) (50.8) (27.0) (9.2) (16.5) (41.5) (14.5) (17.3) 16.2 7.2 (33.1) 15.3 11.4 10.2 (7.2) 4.7 10.2 3.3 9.1 16.8 7.3 (20.6) (6.8) 7.4 11.2 11.4 11.7 14.5 15.4 18.0 8.5 12.6 12.3 10.8 10.2 6.8
Interest Expense 1.7 1.7 1.8 1.2 1.2 1.4 1.3 1.3 1.3 1.3 2.2 3.7 3.4 3.1 0.4 0.8 1.4 1.7 5.5 5.5 4.9 4.7 5.2 5.8 7.7 8.6 8.7 9.0 9.4 8.8 8.1 8.0 8.0 7.2 7.0 7.2 7.4 7.3 5.3 4.4 4.4 4.4 4.5 4.7 4.7 4.5 5.6 1.6 0.6 0.2 0.2 0.2 0.2 0.1 0.2 0.2 0.2 0.8 0.1 0.1 0.5 0.6
Interest Income 7.8 8.0 8.0 7.6 7.2 7 6.2 5.8 5.4 5.6 6.0 6.0 5.1 3.7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Profitability
EBITDA 66.5 63.4 82.0 60.1 56.9 (152.6) 49.7 43.5 38.0 30.9 34.8 36.3 53.4 55.1 51.1 50.0 46.4 157.2 41.5 38.2 39.3 14.6 41.6 2.1 18.8 2.1 (0.7) (287.9) (9.0) 14.7 10.3 (57.4) 17.0 18.5 41.5 22.1 (15.5) 24.2 15.4 30.6 6.8 21.1 18.7 3.3 9.1 16.6 19.6 (20.6) (6.8) 12.5 13.4 12.1 13.3 24.4 15.4 18.0 26.3 16.1 14.9 13.7 12.8 9.7
EBIT 50.8 51.3 57.7 45.3 42.1 (168.6) 33.8 25.5 20.8 16.6 21.2 23.3 40.9 42.2 36.9 36.0 32.5 142.0 24.4 21.0 21.9 (3.6) 22.5 (17.4) (1.0) (18.4) (20.5) (317.1) (36.3) (13.5) (18.3) (86.7) (10.5) (8.4) 14.3 (3.6) (37.1) 5.7 (2.6) 25.5 (11.4) (6.7) 4.7 (9.4) 8.7 19.2 5.9 (23.7) (7.8) 4.6 10.0 7.8 9.8 20.6 18.7 (47.2) 23.6 35.1 (34.6) (9.6) 10.2 6.8
Income Before Tax 56.9 49.6 55.9 44.1 40.9 (169.9) 32.5 24.2 19.5 15.3 19.0 19.6 37.4 39.1 36.5 35.2 31.1 140.3 18.8 15.5 17 (8.3) 17.3 (23.2) (8.6) (27.0) (29.2) (326.0) (45.7) (22.3) (26.4) (94.7) (18.5) (15.6) 7.4 (10.8) (44.5) (1.6) (7.9) 21.2 (15.8) 10.0 10.0 (4.9) (5.8) 14.7 0.3 (25.3) (6.0) 5.0 12.2 10.2 9.6 20.4 18.5 (47.4) 23.4 34.3 (34.7) (9.7) 9.7 6.2
Income Tax Expense 10.6 0.8 10.8 7.5 9.3 (2.4) 3.1 4.3 4.5 2.8 (5.5) 7.8 11.7 9.6 (202.8) 2.9 1.6 1.5 1.6 0.5 2.2 0.7 (0.2) 1.8 1.6 1.4 (37.3) (1.3) 0.5 1.1 (10.3) (9.5) (3.0) 1.4 7.4 3.2 89.8 0.5 (11.8) (0.2) (3.8) (3.8) 2.0 0.4 0.5 0.1 (0.9) (5.7) (1.6) 0.9 2.9 2.1 3.5 3.5 5.0 6.2 1.3 (2.5) 7.2 (1.4) 1.4 3.8
Net Income 46.3 48.8 45.1 36.5 31.7 (167.5) 29.4 19.9 15.0 12.5 24.4 11.9 25.8 29.5 239.3 32.2 29.6 138.8 17.1 15.0 14.8 (9.0) 17.5 (25.0) (10.2) (28.4) 8.1 (324.7) (46.2) (23.4) (16.5) (85.4) (15.5) (22.6) (10.7) (27.7) (130.1) (1.0) 5.1 22.6 (10.6) 54.4 8.0 (5.3) (6.3) 14.5 1.2 (22.1) (6.5) 4.2 9.4 8.1 6.1 17.0 13.5 (53.6) 22.0 36.8 (40.0) (9.8) 8.6 1.7
Per Share Data
EPS (Basic) 0.62 0.65 0.61 0.49 0.43 -2.30 0.41 0.28 0.21 0.18 0.34 0.17 0.36 0.42 3.42 0.46 0.42 2.00 0.25 0.22 0.22 -0.13 0.26 -0.37 -0.15 -0.43 0.12 -4.93 -0.71 -0.36 -0.25 -1.32 -0.24 -0.35 -0.17 -0.44 -2.14 -0.02 0.10 0.42 -0.20 1.02 0.15 -0.10 -0.13 0.31 0.03 -0.47 -0.14 0.09 0.20 0.18 0.13 0.37 0.86 -7.84 0.43 22.23 -24.21 -6.31 0.08 0.99
EPS (Diluted) 0.60 0.64 0.59 0.48 0.42 -2.30 0.39 0.27 0.20 0.17 0.34 0.17 0.36 0.41 3.36 0.45 0.42 1.95 0.24 0.21 0.21 -0.13 0.26 -0.37 -0.15 -0.43 0.12 -4.92 -0.71 -0.36 -0.25 -1.32 -0.24 -0.35 -0.16 -0.43 -2.14 -0.02 0.09 0.13 -0.20 0.81 0.15 -0.10 -0.13 0.30 0.02 -0.47 -0.14 0.09 0.20 0.17 0.13 0.36 0.29 -7.84 0.20 22.23 -24.21 -6.31 0.04 0.99
Shares Outstanding 75.1 74.8 74.0 74.4 74.4 72.8 72.2 72.1 72.1 71.4 71.0 70.9 70.8 70.5 70.0 69.9 69.8 69.4 68.8 68.7 68.5 67.8 66.6 66.8 66.5 66.0 66.1 65.9 65.1 65.3 65.2 64.9 64.5 64.3 64.2 63.5 60.8 53.7 53.7 53.5 52.4 53.3 53.1 50.6 47.4 47.5 47.3 46.7 45.4 46.3 46.1 45.8 45.5 45.2 15.8 6.8 1.7 1.7 1.7 1.5 1.7 1.7
Metric 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2
Current Assets
Cash & Cash Equivalents 98.5 119.6 112.1 125.5 110.9 232.7 146.8 117.3 115.0 163.6 174.0 121.5 136.6 126.2 120.0 132.2 127.6 273.4 156.5 144.1 105.5 128.7 129.4 131.9 120.7 108.2 75.5 85.3 92.7 87.1 94.7 85.3 162.7 152.1 130.1 167.6 112.6 353.9 333.0 66.8 58.2
Short-Term Investments 566.3 648.8 673.8 609.8 570.6 423.8 435.1 404.2 361.4 299.7 340.6 466.1 440.7 468.6 466.6 404.2 375.4 204.3 188.4 164.8 162.6 226.0 203.7 133.2 100.8 101.9 101.2 100.5 99.7 98.7 98.2 97.7 27.4 44.6 84.1 81.6 31.6 23.8 23.8 23.7 23.6
Net Receivables 159.6 160.1 148.6 129.5 131.4 91.8 105.7 106.8 120.2 101.1 91.3 105.9 121.8 112.0 101.6 106.6 100.6 97.4 84.6 71.6 68.3 55.2 45.9 79.4 85.2 82.5 86.5 84.9 103.2 127.5 115.0 121.2 126.1 116.1 154.6 150.5 147.9 133.3 129.9 92.0 91.6
Inventory 252.2 238.9 237.8 215.4 209.3 198.4 194.5 190.7 177.8 159.5 136.3 139.0 131.9 121.3 115.0 110.2 93.4 88.5 82.7 83.5 84.5 89.0 91.6 95.6 99.6 106.9 107.9 110.5 119.9 120.9 122.8 122.9 143.9 143.1 136.1 120.3 139.6 115.2 114.9 117.1 107.0
Other Current Assets 49.4 38.6 32.6 47.2 42.0 35.8 21 24.6 24.0 21.1 19.1 19.6 17.3 19.5 0 0 0 0 0 0 0 0 0 0 11.6 11.2 0 5.0 12.2 12.2 4.8 5.0 0 0 35.6 31.5 30.7 0 0 16.1 16.1
Total Current Assets 1,126.0 1,206.0 1,205.1 1,127.4 1,064.3 982.4 903.1 843.6 798.4 745.0 761.2 852.1 848.3 847.6 813.1 765.5 706.4 671.6 521.5 476.3 432.6 509.2 481.5 450.3 418.0 410.6 398.6 413.1 445.3 459.4 458.9 454.4 475.2 481.2 562.9 569.9 480.2 641.8 612.9 328.1 308.0
Non-Current Assets
Property, Plant & Equipment 235.0 234.7 230.3 209.0 178.5 174.1 176.0 179.0 180.2 184.3 149.5 155.4 123.3 118.9 123.7 122.5 122.4 120.8 120.5 119.1 114.3 116.0 118.9 122 159.6 130.0 132.6 139.4 150.0 148.9 149.9 139.4 138.5 132.0 131.0 121.4 118.5 101.8 99.2 100.5 99.6
Goodwill 335.6 335.7 336.3 336.4 336.0 335.7 332.2 330.3 330.4 322.5 323.4 323.7 324.6 312.2 311.4 312.0 313.2 313.9 314.2 314.3 314.4 315.3 315.0 314.8 314.8 314.6 314.7 314.7 314.4 314.3 314.1 314.4 317.1 316.2 313.8 313.7 309.9 118.1 120.0 117.8 117.8
Intangible Assets 67.4 72.8 78.6 75.4 82.4 89.2 76.1 85.5 93.0 119.5 67.0 (331.7) (323.7) (339.9) 51.3 (310.1) (294.0) (277.9) 84.7 (236.5) (213.7) 118.9 130.9 (142.1) 155.7 168.2 181.2 193.8 472.6 492.3 512.8 533.9 584.0 601.9 621.1 619.4 638.9 240.9 259.6 270.9 279.5
Long-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2.5 2.5 2.5 2.5 15.3 17.5 19.5 12.9 17.7 10.0 14.5 19.9 23.6 27.2 22.1 26.5 31.1 34.3 37.4 41.5 0 0 0 0 0 0 0
Other Non-Current Assets 48.6 48.5 45.1 43.8 44.3 45.3 55.8 55.3 60.3 62.1 34.1 34.6 36.2 35.3 32.4 33.8 36.3 37.1 38.3 37.0 39.9 39.9 40.5 39.1 7.3 45.7 11.0 14.0 13.4 14.1 13.5 7.7 7.2 7.4 7.4 6.5 6.3 5.5 7.2 12.0 11.5
Total Non-Current Assets 888.5 899.5 898.3 875.9 854.6 861.2 852.6 861.6 878.0 905.9 792.1 392.7 378.2 355.8 758.7 198.2 218.8 235.3 612.6 291.2 314.6 644.5 664.9 385.5 694.8 721.6 704.6 691.2 974.7 998.4 1,023.6 1,031.3 1,086.0 1,100.0 1,074.2 1,063.0 1,075.6 554.9 575.6 585.1 592.4
Total Assets 2,014.6 2,105.5 2,103.4 2,003.3 1,918.9 1,843.6 1,755.6 1,705.2 1,676.4 1,650.8 1,553.2 1,642.7 1,617.5 1,587.7 1,571.8 1,333.1 1,286.5 1,260.1 1,134.1 1,100.1 1,068.4 1,153.7 1,146.4 1,121.1 1,112.8 1,132.2 1,103.2 1,104.3 1,419.9 1,457.8 1,482.5 1,485.7 1,561.2 1,581.3 1,637.1 1,632.9 1,555.7 1,196.7 1,188.6 913.2 900.4
Current Liabilities
Account Payables 62.1 63.8 67.6 60.6 61.3 44.6 43.2 40.3 44.3 27.1 25.0 27.4 31.1 35.6 30.7 42.7 31.0 33.9 28.7 26.0 26.5 28.2 23.0 25.6 26.4 24.3 24.8 38.8 35.1 32.6 42.0 29.4 29.2 25.8 47.0 31.3 34.1 31.7 30.6 30.5 30.0
Short-Term Debt 0 160.6 160.9 160.8 160.7 160.6 0 0 0 0 0 120.3 0 0 0 0 0 0 0 0 0 6.9 6.9 6.9 16.1 16.2 6.9 6.9 6.9 6.9 6.9 6.9 6.9 6.9 6.9 7.1 6.1 6.1 7.2 4.5 4.5
Deferred Revenue 4.2 0 7.7 0 0 0 5.3 0 0 0 2.8 0 0 0 3.9 0 0 0 1.9 0 0 0 6.3 7.5 7.0 7.1 2.1 2.4 0.2 7.5 7.8 8.3 0 (51.0) 2.0 0 0 (48.3) (54.4) (43.1) (48.3)
Other Current Liabilities 48.9 80.2 48.2 0 0 0 30.8 0 0 0 26.9 0 0 0 34.9 0 0 0 33.5 0 0 0 32.3 0 43.4 47.0 18.2 0 0 0 26.6 0 2.0 3.9 23.7 11.2 8.0 2.0 34.7 1.9 1.2
Total Current Liabilities 149.7 304.5 325.1 294.6 298.8 272.4 108.2 103.1 108.9 102.9 83.5 210.6 91.2 93.8 97.2 101.4 94.3 97.2 93.0 87.1 88.6 98.2 95.0 95.0 93.0 94.6 74.8 94.6 88.8 93.2 107.0 91.5 88.6 84.5 117.1 101.6 106.1 87.1 92.2 78.1 82.8
Non-Current Liabilities
Long-Term Debt 340.2 339.9 339.6 339.4 339.1 338.8 448.3 448.0 447.7 447.4 447.1 446.8 566.7 566.3 565.9 565.5 565.1 564.7 492.1 488.0 492.2 650.9 652.2 652.9 653.7 654.5 655.3 656.0 656.8 659.3 658.4 659.1 659.9 660.7 661.5 662.3 572.2 573.0 573.9 340.6 341.4
Deferred Tax Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2.1 2.1 0.6 0.6 0.5 0.5 0.4 0.4 7.8 16.0 15.6 15.2 11.7 10.1 9.6 11.8 14.3 13.9
Other Non-Current Liabilities 76.8 40.8 81.0 75.3 47.8 50.6 41.7 41.8 42.8 44.8 43.2 38.4 39.0 38.3 38.9 43.2 45.2 45.7 49.2 50.9 47.0 46.4 70.2 68.4 13.1 21.7 22.9 17.1 19.0 13.1 18.6 21.6 14.8 33.6 33.5 62.8 53.2 50.0 45.5 33.5 48.2
Total Non-Current Liabilities 447.1 447.9 451.1 445.3 417.7 420.3 521.1 521.1 521.9 523.8 522.1 517.4 632.2 631.4 631.9 636.0 637.9 638.2 569.4 567.2 567.7 726.1 751.3 752.8 734.1 744.0 716.8 710.7 714.1 707.4 706.8 715.2 714.3 729.0 742.6 751.9 649.5 646.7 633.6 388.4 403.6
Total Liabilities 596.8 752.4 776.3 739.9 716.5 692.7 629.3 624.2 630.8 626.7 605.6 728.0 723.5 725.2 729.1 737.4 732.2 735.3 662.4 654.3 656.3 824.2 846.3 847.8 827.1 838.7 791.7 805.3 802.9 800.6 813.8 806.7 802.9 813.5 859.7 853.5 755.6 733.7 725.8 466.5 486.4
Stockholders' Equity
Common Stock 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
Retained Earnings (145.0) (191.3) (240.1) (285.2) (321.7) (353.4) (185.8) (215.3) (235.2) (250.2) (262.7) (287.2) (299.0) (324.8) (354.3) (593.6) (625.9) (655.4) (801.8) (818.9) (833.9) (848.7) (839.7) (857.2) (832.2) (822.0) (791.8) (802.3) (477.6) (431.4) (408.0) (391.5) (306.1) (290.6) (267.0) (256.3) (228.6) (98.5) (97.5) (102.6) (125.1)
Accumulated Other Comprehensive Income 2.1 4.6 5.0 3.8 0.9 (1.1) 2.5 (2.1) (1.9) (0.4) (3.6) (2.9) (1.4) (2.6) (5.9) (2.8) 0.2 3.2 4.2 4.5 4.5 6.1 5.0 4.3 2.1 4.2 4.4 4.9 3.8 2.8 2.2 3.8 7.2 3.0 3.0 2.6 3.0 (0.6) 9.0 8.7 3.3
Total Stockholders' Equity 1,417.8 1,353.1 1,327.1 1,263.4 1,202.3 1,150.9 1,126.3 1,081.1 1,045.6 1,024.1 947.6 914.7 894.0 862.5 842.7 595.6 554.3 524.8 471.7 445.8 412.1 329.4 300.1 273.3 285.7 293.5 311.5 299.0 617.0 657.3 668.7 679.0 758.3 767.8 777.4 779.4 800.1 463.0 462.8 446.6 414.0
Total Liabilities & Equity 2,014.6 2,105.5 2,103.4 2,003.3 1,918.9 1,843.6 1,755.6 1,705.2 1,676.4 1,650.8 1,553.2 1,642.7 1,617.5 1,587.7 1,571.8 1,333.1 1,286.5 1,260.1 1,134.1 1,100.1 1,068.4 1,153.7 1,146.4 1,121.1 1,112.8 1,132.2 1,103.2 1,104.3 1,419.9 1,457.8 1,482.5 1,485.7 1,561.2 1,581.3 1,637.1 1,632.9 1,555.7 1,196.7 1,188.6 913.2 900.4
Debt Metrics
Total Debt 377.3 567.7 538.0 531.6 531.4 531.0 487.8 480.1 480.1 480.1 487.3 604.2 598.1 594.1 600.4 593.8 593.6 593.4 528.5 517.4 521.9 687.9 697.0 690.7 731.6 734.4 692.7 693.0 694.0 696.9 694.7 693.2 691.2 687.5 686.4 685.3 593.3 594.2 583.5 345.1 345.9
Net Debt 278.8 448.0 425.8 406.1 420.4 298.3 341.0 362.8 365.1 316.5 313.4 482.7 461.5 468.0 480.5 461.6 466.0 320.0 372.0 373.3 416.3 559.1 567.6 558.8 610.8 626.2 617.2 607.7 601.4 609.8 600.1 607.9 528.5 535.5 556.3 517.7 480.6 240.3 250.6 278.3 287.7
Metric 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2
Operating Activities
Net Income 46.3 48.8 45.1 36.5 31.7 (167.5) 29.4 19.9 15.0 12.5 24.4 11.9 25.8 29.5 239.3 32.2 29.6 138.8 17.1 15.0 14.8 (9.0) 17.5 (25.0) (10.2) (28.4) 8.1 (324.7) (46.2) (23.4) (16.9) (85.5) (15.5) (22.6) (10.7) (27.7) (130.1) (1.0) 5.1 22.6 (10.6)
Depreciation & Amortization 15.6 15.4 17.6 14.8 14.8 16.0 17.8 17.9 17.2 14.3 13.7 13.1 12.5 12.9 14.2 14.0 13.8 15.2 17.1 17.2 17.4 18.2 19.1 19.5 19.7 20.5 19.8 29.1 27.3 28.2 28.7 29.3 27.6 26.9 27.2 25.7 21.6 18.5 18.0 18.5 18.2
Stock-Based Compensation 0 22.1 17.8 17.3 18.8 25.5 11.6 13.3 12.1 8.7 9.3 8.3 9.5 11.0 10.9 10.3 10.0 9.9 8.2 8.1 8.6 10.1 8.8 8.5 10.3 8.2 3.6 2.8 8.1 9.3 7.8 8.8 5.3 10.0 8.7 9.9 9.5 8.2 7.5 6.2 5.8
Change in Working Capital (11.3) (42.7) (3.5) (12.4) (30.7) 8.9 5.1 (5.4) (29.7) (0.9) 12.1 8.0 (24.0) (23.8) (1.4) (17.0) (12.0) (16.3) (8.4) (3.8) (12.5) (1.3) 38.0 4.5 4.5 28.5 (10.3) 31.9 25.6 (14.2) 11.2 10.4 (3.4) 4.4 (0.7) (6.0) (5.8) (10.3) (7.7) (17.1) (7.9)
Other Non-Cash Items 21.5 (0.8) (10.0) 1.3 0.7 190.1 0.2 0.3 0.3 (1.8) (1.7) (2.5) (2.4) (0.4) (0.6) 0.0 0.5 (114.3) 6.5 7.7 (1.4) 16.1 (8.7) 25.3 (0.8) 8.4 10.1 262.2 9.2 3.1 2.3 45.1 (2.4) (18.6) (16.6) 24.4 18.0 6.1 10.1 (13.6) 17.1
Operating Cash Flow 78.7 42.9 69.6 60.4 38.7 66.7 62.3 49.0 18.2 33.1 50.4 45.8 32.5 38.3 60.0 40.4 42.5 34.1 40.8 44.9 27.9 34.8 74.4 34.1 25.3 37.7 (7.6) 1.4 23.9 2.9 25.1 0.1 10.6 0.5 12.4 27.9 0.4 20.4 24.9 19.2 19.6
Investing Activities
Capital Expenditure (13.2) (12.9) (20.2) (37.6) (8.2) (5.3) (5.2) (7.5) (5.1) (4.7) (5.8) (3.3) (6.0) (9.6) (7.7) (6.6) (7.1) (5.1) (5.0) (5.6) (4.4) (2.9) (4.9) (3.6) (4.8) (4.2) (6.1) (9.3) (11.1) (11.5) (13.6) (12.9) (12.8) (13.8) (8.3) (8.2) (11.4) (4.9) (7.2) (7.1) (11.0)
Acquisitions 0 0 0 0 (0.2) (12.5) 0 2.2 0.2 (75) 87.7 (36.9) (50.8) (1.7) 0 0 0.0 0.0 194.2 0.3 0 0 (11.0) 10.6 0.4 0 5.5 0 0 (0.4) (1) 0 0 0 (38.5) (20.1) (212.3) 0.9 (3.8) 0 3.8
Purchases of Investments (24.8) 25.7 218.7 (130.4) (259.1) (61.4) (95.8) (100.1) (175.2) (55.4) (22.2) (124.7) (82.9) (145.3) 102.6 (104.1) (207.2) (16.9) (41.9) (14.2) (56.1) (82.0) 95.4 (106.1) (0.1) (0.3) (0.3) (0.3) (0.1) (0.5) (15.1) (77.8) (3.6) (5) (2.4) (50.1) (7.9) (0.1) (11.4) (17.2) 3.9
Sales/Maturities of Investments 104.6 0 0 92.0 115.2 72.4 70.7 59 114.8 100.3 151.7 102.5 114.7 147.0 78.6 (53.6) 33.3 127.8 (176.2) 11.9 119.3 60.2 18.1 75.8 12.8 77.2 17.7 68.8 18.4 68.0 15.0 7.6 20.5 39.4 12.1 13.4 10.2 8.8 (0.2) (0.2) 6.1
Other Investing Activities 1.2 (4.0) (309.4) (3.1) (4.6) (3.4) (2.2) (2.1) 0 0 (87.7) 0.0 8 1.7 (244.6) 127.8 0.0 0.0 0.0 (0.1) 0.1 0 (172.8) 0.4 (12.8) (77.2) (17.7) (68.8) (18.4) (68.0) 1.3 5 0 (0.3) (10.0) 6.3 (6.4) (8.7) 18.9 17.2 (3.9)
Investing Cash Flow 64.8 8.8 (82.1) (79.0) (156.9) (10.2) (32.5) (48.5) (65.3) (34.8) 123.7 (62.4) (17.0) (8.0) (71.1) (36.6) (180.9) 105.7 (28.9) (7.7) 58.8 (24.8) (75.2) (22.9) (4.5) (4.5) (0.8) (9.6) (11.1) (12.3) (13.5) (78.0) 4.1 20.3 (47.1) (58.8) (227.6) (4.0) (3.6) (7.3) (1.2)
Financing Activities
Net Debt Issuance (160.9) (1.5) (29.1) 28.3 (0.5) 63.5 (0.4) (0.4) (0.4) (0.3) (121.1) (0.3) (0.3) (0.3) (0.2) (0.2) (0.2) (0.3) 5.4 (0.3) (494.6) (2.0) (2.1) (2.2) (1.8) (2.5) (2.3) (2.0) (3.8) (0.2) (1.9) 1.0 (1.9) (1.9) (6.2) 96.2 (1.8) 2.4 245.7 (1.3) (1.3)
Stock Repurchased (3.6) 0 0.1 (1.4) (3.4) (37.9) (0.3) (1.4) (1.0) (11.6) (0.1) (1.2) (4.9) (26.4) (0.1) (1.2) (7.0) (27.8) (0.0) (1.1) (10.5) (11.8) (0.2) (0.6) (5.9) (0.1) (0.3) (0.4) (3.1) (0.3) (0.2) (2.8) (3.6) (0.3) (0.4) (8.1) (10.0) 0 (0.0) (3.8) (5.8)
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (469.2) 0 0 0 0 0 0
Other Financing Activities 0 (47.9) 28.3 0 0 0 0 0 0.0 2.8 0 3.3 0 2.3 0 2.9 0 5.1 (4.7) 2.7 395.5 2.4 0.0 2.5 0.1 2.0 1.6 3.2 (0.6) 2.4 0.0 2.7 1.1 3.2 3.7 (2.4) (2.5) 2.6 (0.3) 2.3 (0.9)
Financing Cash Flow (164.5) (44.2) (0.7) 32.5 (3.8) 30.1 (0.6) 1.9 (1.3) (9.1) (121.2) 1.7 (5.2) (24.3) (0.3) 1.5 (7.2) (22.9) 0.6 1.4 (109.6) (11.5) (2.3) (0.3) (7.6) (0.6) (1.0) 0.8 (7.4) 1.9 (2.0) 0.9 (4.4) 1.0 (2.9) 85.8 (14.3) 5.0 245.4 (2.9) (8.0)
Cash Position
Net Change in Cash (21.1) 7.5 (13.3) 14.5 (121.8) 85.9 29.5 2.3 (48.6) (10.4) 52.4 (15.1) 10.4 6.2 (12.2) 4.6 (145.8) 116.9 12.4 38.6 (23.2) (0.7) (2.4) 11.1 12.6 32.7 (9.7) (7.4) 5.6 (7.6) 9.4 (77.4) 10.6 22.0 (37.5) 55.0 (241.3) 20.9 266.1 8.7 10.4
Cash at Beginning 119.6 112.1 125.5 110.9 232.7 146.8 117.3 115.0 163.6 174.0 121.5 136.6 126.2 120.0 132.2 127.6 273.4 156.5 144.1 105.5 128.7 129.4 131.9 120.7 108.2 75.5 85.3 92.7 87.1 94.7 85.3 162.7 152.1 130.1 167.6 112.6 353.9 333.0 66.8 58.2 47.8
Cash at End 98.5 119.6 112.1 125.5 110.9 232.7 146.8 117.3 115.0 163.6 174.0 121.5 136.6 126.2 120.0 132.2 127.6 273.4 156.5 144.1 105.5 128.7 129.4 131.9 120.7 108.2 75.5 85.3 92.7 87.1 94.7 85.3 162.7 152.1 130.1 167.6 112.6 353.9 333.0 66.8 58.2
Free Cash Flow 65.5 30.0 49.4 22.8 30.5 61.3 57.1 41.5 13.1 28.4 44.5 42.5 26.5 28.7 52.3 33.8 35.4 29.0 35.8 39.3 23.5 31.9 69.5 30.4 20.5 33.4 (13.6) (7.9) 12.8 (8.6) 11.5 (12.8) (2.1) (13.3) 4.1 19.6 (10.9) 15.5 17.7 12.1 8.6
Key Metrics 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2 2013 Q1 2012 Q4 2012 Q3 2012 Q2 2012 Q1 2011 Q4 2011 Q3 2011 Q2 2011 Q1 2010 Q4
Income Statement
Revenue 289.0 271.6 261.2 252.1 235.9 218.1 200.7 190.5 181.2 157.1 150.4 148.5 169.4 180.1 178.1 172.3 165.1 159.6 155.2 152.6 150.6 148.5 147.2 137.3 126.4 119.1 112.2 108.3 128.5 150.7 151.2 137.9 150.4 130.9 166.4 194.6 186.1 151.8 152.7 142.3 133.6 112.6 130.7 124.9 114.9 114.3 112.4 107.8 83.5 83.7 82.2 77.8 75.0 74.6 77.1 77.5 73.0 78.8 78.7 77.9 74.9 74.2
Gross Profit 164.4 151.8 142.6 135.4 126.1 111.8 109.8 95.7 90.0 81.5 86.6 80.2 96.9 104.5 102.2 98.3 99.0 94.1 82.6 87.3 84.1 80.3 52.9 62.8 63.4 58.2 46.2 20.1 45.5 64.1 58.5 35.1 53.8 50.2 75.9 81.8 61.7 72.0 75.3 74.0 65.5 57.0 59.8 54.0 54.2 56.2 50.2 26.9 36.7 37.3 36.3 33.9 32.3 31.5 35.4 36.5 31.4 34.9 34.1 32.2 30.6 27.9
Operating Income 50.8 43.3 39.6 37.7 34.9 24.7 27.5 19.7 15.7 11.0 15.6 17.3 35.9 38.6 37.0 36.0 32.6 27.1 26.2 23.7 19.0 12.1 14.4 5.9 (5.3) (10.5) (8.8) (50.8) (27.0) (9.2) (16.5) (41.5) (14.5) (17.3) 16.2 7.2 (33.1) 15.3 11.4 10.2 (7.2) 4.7 10.2 3.3 9.1 16.8 7.3 (20.6) (6.8) 7.4 11.2 11.4 11.7 14.5 15.4 18.0 8.5 12.6 12.3 10.8 10.2 6.8
Net Income 46.3 48.8 45.1 36.5 31.7 (167.5) 29.4 19.9 15.0 12.5 24.4 11.9 25.8 29.5 239.3 32.2 29.6 138.8 17.1 15.0 14.8 (9.0) 17.5 (25.0) (10.2) (28.4) 8.1 (324.7) (46.2) (23.4) (16.5) (85.4) (15.5) (22.6) (10.7) (27.7) (130.1) (1.0) 5.1 22.6 (10.6) 54.4 8.0 (5.3) (6.3) 14.5 1.2 (22.1) (6.5) 4.2 9.4 8.1 6.1 17.0 13.5 (53.6) 22.0 36.8 (40.0) (9.8) 8.6 1.7
EPS (Diluted) 0.60 0.64 0.59 0.48 0.42 -2.30 0.39 0.27 0.20 0.17 0.34 0.17 0.36 0.41 3.36 0.45 0.42 1.95 0.24 0.21 0.21 -0.13 0.26 -0.37 -0.15 -0.43 0.12 -4.92 -0.71 -0.36 -0.25 -1.32 -0.24 -0.35 -0.16 -0.43 -2.14 -0.02 0.09 0.13 -0.20 0.81 0.15 -0.10 -0.13 0.30 0.02 -0.47 -0.14 0.09 0.20 0.17 0.13 0.36 0.29 -7.84 0.20 22.23 -24.21 -6.31 0.04 0.99
Balance Sheet
Cash & Equivalents 98.5 119.6 112.1 125.5 110.9 232.7 146.8 117.3 115.0 163.6 174.0 121.5 136.6 126.2 120.0 132.2 127.6 273.4 156.5 144.1 105.5 128.7 129.4 131.9 120.7 108.2 75.5 85.3 92.7 87.1 94.7 85.3 162.7 152.1 130.1 167.6 112.6 353.9 333.0 66.8 58.2
Total Assets 2,014.6 2,105.5 2,103.4 2,003.3 1,918.9 1,843.6 1,755.6 1,705.2 1,676.4 1,650.8 1,553.2 1,642.7 1,617.5 1,587.7 1,571.8 1,333.1 1,286.5 1,260.1 1,134.1 1,100.1 1,068.4 1,153.7 1,146.4 1,121.1 1,112.8 1,132.2 1,103.2 1,104.3 1,419.9 1,457.8 1,482.5 1,485.7 1,561.2 1,581.3 1,637.1 1,632.9 1,555.7 1,196.7 1,188.6 913.2 900.4
Total Debt 377.3 567.7 538.0 531.6 531.4 531.0 487.8 480.1 480.1 480.1 487.3 604.2 598.1 594.1 600.4 593.8 593.6 593.4 528.5 517.4 521.9 687.9 697.0 690.7 731.6 734.4 692.7 693.0 694.0 696.9 694.7 693.2 691.2 687.5 686.4 685.3 593.3 594.2 583.5 345.1 345.9
Stockholders' Equity 1,417.8 1,353.1 1,327.1 1,263.4 1,202.3 1,150.9 1,126.3 1,081.1 1,045.6 1,024.1 947.6 914.7 894.0 862.5 842.7 595.6 554.3 524.8 471.7 445.8 412.1 329.4 300.1 273.3 285.7 293.5 311.5 299.0 617.0 657.3 668.7 679.0 758.3 767.8 777.4 779.4 800.1 463.0 462.8 446.6 414.0
Cash Flow
Operating Cash Flow 78.7 42.9 69.6 60.4 38.7 66.7 62.3 49.0 18.2 33.1 50.4 45.8 32.5 38.3 60.0 40.4 42.5 34.1 40.8 44.9 27.9 34.8 74.4 34.1 25.3 37.7 (7.6) 1.4 23.9 2.9 25.1 0.1 10.6 0.5 12.4 27.9 0.4 20.4 24.9 19.2 19.6
Capital Expenditure (13.2) (12.9) (20.2) (37.6) (8.2) (5.3) (5.2) (7.5) (5.1) (4.7) (5.8) (3.3) (6.0) (9.6) (7.7) (6.6) (7.1) (5.1) (5.0) (5.6) (4.4) (2.9) (4.9) (3.6) (4.8) (4.2) (6.1) (9.3) (11.1) (11.5) (13.6) (12.9) (12.8) (13.8) (8.3) (8.2) (11.4) (4.9) (7.2) (7.1) (11.0)
Free Cash Flow 65.5 30.0 49.4 22.8 30.5 61.3 57.1 41.5 13.1 28.4 44.5 42.5 26.5 28.7 52.3 33.8 35.4 29.0 35.8 39.3 23.5 31.9 69.5 30.4 20.5 33.4 (13.6) (7.9) 12.8 (8.6) 11.5 (12.8) (2.1) (13.3) 4.1 19.6 (10.9) 15.5 17.7 12.1 8.6