Yelp Inc. logo YELP - Yelp Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 28
HOLD 29
SELL 10
STRONG
SELL
0
| PRICE TARGET: $28.40 DETAILS
HIGH: $32.00
LOW: $24.00
MEDIAN: $28.00
CONSENSUS: $28.40
UPSIDE: 26.84%
Metric 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 2016 Q1 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 361.5 360.0 376.0 370.4 358.5 362.0 360.3 357.0 332.8 342.4 345.1 337.1 312.4 309.1 308.9 298.9 276.6 273.4 269.2 257.2 232.1 233.2 220.8 169.0 249.9 268.8 262.5 247.0 235.9 243.7 241.1 234.9 223.1 218.2 222.4 208.9 197.3 194.8 186.2 173.4 158.6 153.7 143.6 133.9 118.5 109.9 102.5 88.8 76.4 70.7 61.2 55.0 46.1 41.2 36.4 32.7 27.4 24.9 22.3 19.6 16.5 15.3
Cost of Revenue 54.6 36.0 36.3 35.4 34.8 33.3 32.4 30.7 27.4 29.6 28.4 30.2 26.1 28.5 26.8 27.0 23.4 24.0 21.2 18.0 14.9 15.3 13.2 11.8 16.8 16.7 16.5 15.0 14.3 14.3 14.2 14.7 14.7 16.2 19.3 18.1 16.9 15.6 14.6 15.1 15.1 15 14.3 13.1 8.7 7.3 6.2 5.8 5.1 4.9 4.3 4.0 3.3 3.0 2.5 2.3 2.1 1.8 1.5 1.3 1.3 1.0
Gross Profit 306.8 324.0 339.8 334.9 323.7 328.7 328.0 326.3 305.4 312.8 316.8 306.9 286.4 280.6 282.1 271.9 253.2 249.4 248.0 239.2 217.2 217.9 207.6 157.2 233.1 252.2 246.0 232.0 221.7 229.5 226.9 220.2 208.3 202.0 203.1 190.8 180.4 179.2 171.6 158.3 143.5 138.7 129.3 120.9 109.8 102.6 96.3 82.9 71.3 65.7 56.9 51.0 42.8 38.2 33.9 30.4 25.3 23.1 20.8 18.3 15.2 14.3
Operating Expenses
R&D Expenses 77.2 73.3 78.1 78.4 83.9 74.9 77.7 82.1 91.2 78.3 81.0 85.0 88.2 72.2 75.8 76.8 80.7 70.4 69.4 68.7 68.0 58.5 53.0 54.0 67.1 61.1 56.7 54.6 58.1 54.3 53.8 52.8 51.5 48.0 45.8 42.1 39.9 36.9 36.4 33.1 32.2 29.0 28.5 26.3 24.0 19.1 17.4 14.7 14.0 11.8 11.2 8.0 7.2 6.2 5.8 4.3 4.1 3.2 3.4 2.7 2.3 1.9
SG&A Expenses 202.4 188.9 196.4 190.9 198.0 188.8 194.2 194.9 193.0 199.1 183.4 192.6 194.0 164.3 181.4 167.8 165.5 142.2 144.3 158.7 144.8 131.8 132.2 122.7 180.8 160.5 167.4 153.0 155.6 150.9 152.1 149.2 151.6 137.8 139.7 131.2 135.6 120.9 124.2 117.9 117.4 108.2 103.9 87.3 83.2 70.2 69.7 61.1 58.3 52.3 44.7 41.0 37.0 33.4 28.3 26.3 29.5 27.2 19.7 15.9 14.9 12.6
Other Expenses (5.3) 12.9 12.3 12.4 12.3 11.6 9.3 9.6 9.9 10.3 10.5 10.6 10.8 10.7 11.4 11.3 11.5 17.1 12.6 12.8 13.1 13.1 13.1 15.9 12.4 12.8 3.1 3.9 4.7 4.2 0.1 3.4 0.0 1.9 1.4 0.9 0.0 0.7 0.3 (0.0) (0.1) 0.0 (0.5) 0.3 0.6 0.0 0.2 (0.0) (0.0) (0.1) (0.1) (0.1) (0.2) (0.2) 1.8 1.7 1.4 1.4 1.0 0.9 0.8 0.9
Operating Expenses 274.2 275.1 286.9 281.7 294.2 275.3 281.3 286.6 294.2 287.7 274.9 288.2 293.0 247.2 268.7 255.9 257.7 229.8 226.3 240.3 225.9 203.4 198.3 192.6 260.3 234.5 236.4 219.8 225.6 216.8 216.5 212.5 213.2 195.5 196.2 183.9 185.6 167.2 169.7 159.5 157.8 145.1 140.0 120.8 114.1 94.6 91.7 79.8 75.9 67.6 58.7 51.6 46.7 42.0 35.8 32.3 35 31.8 24.2 19.5 18.0 15.3
Operating Income
Operating Income 32.6 48.9 52.9 53.3 29.5 53.4 46.7 39.7 11.2 25.0 41.9 18.7 (6.6) 33.4 13.4 16.0 (4.5) 19.6 21.6 (1.1) (8.6) 14.5 9.3 (35.3) (27.2) 17.6 9.6 12.2 (3.9) 12.7 10.4 7.6 (4.8) 171.3 6.8 6.8 (5.4) 8.5 2.0 (1.2) (14.3) (6.4) (10.7) 0.1 (4.2) 8.0 4.5 3.1 (4.6) (1.9) (1.8) (0.6) (4.6) (5.1) (2.0) (1.9) (9.7) (8.8) (3.4) (1.2) (2.8) (1.0)
Interest Expense 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 0.3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Interest Income 0.6 0 7.0 3.5 3.5 4.5 5.3 5.4 5.7 5.7 5.2 4.7 4.0 3.2 2.0 0.5 0.0 0 0 0 0 0 0.0 0.2 2.1 2.4 2.8 3.7 4.4 4.2 3.7 3.3 2.6 1.8 1.0 0.8 0.7 0.5 0.5 0.4 0.3 0 0.5 0.1 0.3 0.3 0.2 0.2 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 50.5 64.4 70.8 71.3 45.2 68.7 59.7 53.1 25.0 40.6 59.5 37.2 12.1 44.1 32.9 44.1 7.0 36.7 34.3 11.8 4.5 27.6 22.4 (19.5) (14.9) 30.5 25.0 28.3 8.0 24.3 21.1 18.1 5.2 16.2 17.6 18.4 5.8 21.4 11.1 7.4 (6.1) 1.6 (3.1) 7.2 2.6 13.3 9.1 7.2 (0.9) 1.6 1.0 2.1 (1.4) (1.5) (0.2) (0.3) (8.4) (7.3) (2.3) (0.3) (2.0) (0.2)
EBIT 32.6 51.6 58.2 59.0 29.5 53.4 46.7 39.7 11.2 25.0 41.9 18.7 (6.6) 33.4 13.4 16.0 (4.5) 19.6 21.6 (1.1) (8.6) 14.5 9.9 (32.0) (27.2) 17.6 12.6 16.1 (3.9) 12.7 14.3 11.0 (4.8) 6.5 6.9 7.2 (4.5) 12.0 2.3 (1.2) (14.3) (6.4) (10.7) 0.1 (4.2) 8.0 4.5 3.1 (4.6) (1.9) (1.8) (0.6) (3.9) (3.9) (2.0) (1.9) (9.7) (8.8) (3.4) (1.2) (2.7) (1.0)
Income Before Tax 29.9 51.6 58.2 59.0 35.2 60.1 53.9 50.1 18.9 33.8 48.0 24.6 (1.4) 36.9 16.1 17.3 (3.5) 20.2 22.0 (0.5) (7.9) 14.9 9.7 (34.9) (24.9) 20.3 12.6 16.1 0.8 16.9 14.3 11.0 (2.2) 173.2 8.2 7.7 (4.7) 9.3 2.3 (0.8) (14.0) (6.4) (11.3) 0.4 (3.7) 8.0 4.7 3.1 (4.6) (2.0) (1.8) (0.6) (4.8) (5.3) (2.0) (1.9) (9.8) (9.0) (3.7) (1.1) (2.7) (1.1)
Income Tax Expense 12.1 13.8 18.9 14.9 10.8 17.8 15.4 12.0 4.8 6.4 (10.2) 9.9 (0.2) 16.7 7.0 9.3 (2.6) (3.0) 3.9 (4.8) (2.1) (6.2) 10.7 (10.9) (9.4) 3.1 2.6 3.8 (0.6) (15.1) (0.7) 0.3 0.1 31.1 0.2 0.1 0.1 1 0.2 (1.3) 1.4 15.9 (3.2) 1.7 (2.4) (24.7) 1.1 0.4 (2.0) 0.1 0.5 0.2 0.0 (0.0) 0.0 0.1 0.0 0.0 0.0 0.0 0.0 0.0
Net Income 17.7 37.8 39.3 44.1 24.4 42.2 38.4 38.0 14.2 27.4 58.2 14.7 (1.2) 20.1 9.1 8.0 (0.9) 23.2 18.1 4.2 (5.8) 21.1 (1.0) (24.0) (15.5) 17.2 10.1 12.3 1.4 31.9 15.0 10.7 (2.3) 142.1 7.9 7.6 (4.8) 8.3 2.1 0.4 (15.5) (22.2) (8.1) (1.3) (1.3) 32.7 3.6 2.7 (2.6) (2.1) (2.3) (0.9) (4.8) (5.3) (2.0) (2.0) (9.8) (9.0) (3.8) (1.2) (2.7) (1.1)
Per Share Data
EPS (Basic) 0.30 0.62 0.62 0.69 0.37 0.64 0.57 0.56 0.21 0.40 0.84 0.21 -0.02 0.29 0.13 0.11 -0.01 0.32 0.24 0.06 -0.08 0.28 -0.01 -0.33 -0.22 0.24 0.14 0.16 0.02 0.39 0.18 0.13 -0.03 1.71 0.10 0.09 -0.06 0.10 0.03 0.01 -0.20 -0.29 -0.11 -0.02 -0.02 0.45 0.05 0.04 -0.04 -0.03 -0.04 -0.01 -0.08 -0.08 -0.03 -0.03 -0.31 -0.59 -0.24 -0.08 -0.19 -0.07
EPS (Diluted) 0.30 0.61 0.60 0.67 0.36 0.62 0.56 0.54 0.20 0.37 0.79 0.21 -0.02 0.28 0.13 0.11 -0.01 0.30 0.23 0.05 -0.08 0.27 -0.01 -0.33 -0.22 0.24 0.14 0.16 0.02 0.37 0.17 0.12 -0.03 1.60 0.09 0.09 -0.06 0.10 0.02 0.01 -0.20 -0.29 -0.11 -0.02 -0.02 0.42 0.05 0.04 -0.04 -0.03 -0.04 -0.01 -0.08 -0.08 -0.03 -0.03 -0.31 -0.59 -0.24 -0.08 -0.19 -0.07
Shares Outstanding 58.8 61.0 64.1 64.1 65.3 66.1 67.2 67.8 68.6 68.8 69.0 69.3 69.8 70.0 70.6 71.2 71.6 73.0 73.9 74.8 72.5 74.5 73.5 72.4 70.5 70.6 70.8 75.6 81.8 82.7 84.0 83.8 83.8 83.3 82.3 81.0 79.8 78.9 77.5 76.5 75.9 75.4 75.0 74.6 73.7 72.6 72.2 77.1 71.2 68.9 65.5 64.6 63.7 63.0 61.3 60.9 31.3 15.3 15.5 15.0 14.6 15.3
Metric 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 2016 Q1
Current Assets
Cash & Cash Equivalents 110.4 216.1 231.1 197.7 222.0 217.3 261.6 252.4 296.0 313.9 305.1 270.3 289.3 306.4 331.0 421.2 465.1 479.8 531.6 558.2 588.6 595.9 590.8 525.7 364.6 170.3 123.4 139.5 295.3 332.8 423.5 389.4 392.3 547.9 362.4 319.8 272.3 272.2 224.9 196.3 183.5
Short-Term Investments 0 103.3 112.5 113.4 112.4 110.6 142.9 139.9 132.2 132.5 131.5 136.9 134.9 104.2 100.9 10 10 10 10 10 10 10.9 0 0 122.6 242 258.4 272.8 331.1 423.1 414.0 413.9 422.3 273.4 195.8 192.0 213.2 207.3 207.4 201.8 192.0
Net Receivables 152.2 153.2 153.5 156.0 158.2 155.3 155.1 153.9 147.7 146.1 164.2 156.0 144.4 163.2 127.2 124.7 111.8 136.2 105.8 101.5 88.8 88.4 84.8 72.0 85.9 106.8 101.4 95.7 89.3 87.3 81.8 78.5 75.5 76.2 68.5 68.8 68.1 68.7 66.6 59.9 54.8
Inventory 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 0 143.9 0 0 0 0 0 0
Other Current Assets 16.8 42.4 32.3 21.5 14.2 15.0 14.3 20.4 13.5 16.8 9.3 9.3 7.3 7.5 47.5 40.8 34.6 5.2 5.8 7.4 5.7 7.1 9.0 9.9 5.4 4.0 16.0 9.5 59.3 17.1 17.6 20.6 20.0 15.7 159.6 14.3 0 0 0 0 0
Total Current Assets 302.0 514.9 550.3 509.4 527.7 516.9 590.2 583.7 606.9 624.2 625.9 587.5 591.6 596.0 623.1 611.2 637.3 644.7 667.1 689.2 703.3 712.7 694.2 617.4 594.9 533.3 499.3 531.3 775.0 860.3 936.9 902.4 910.1 913.1 786.2 594.9 568.1 561.2 514.5 473.7 447.3
Non-Current Assets
Property, Plant & Equipment 112.7 107.7 107.3 104.1 100.1 99.8 102.4 111.3 112.7 117.3 144.5 155.2 164.0 174.6 183.1 204.9 215.2 224.6 233.2 236.2 260.0 269.9 282.1 295.0 309.2 308.8 321.8 331.9 341.0 114.8 110.9 109.7 107.9 103.7 94.3 91.7 91.7 92.4 93.8 89.5 84.8
Goodwill 355.6 135.8 135.7 136.5 133.8 131.0 104.4 102.5 102.8 103.9 101.9 103.3 103.2 102.3 98.3 101.5 104.3 105.1 106.5 107.6 106.9 109.3 106.8 104.8 104.0 104.6 103.5 105.3 104.7 105.6 106.3 106.5 109.4 108.0 107.2 216.4 197.5 170.7 173.6 172.9 173.7
Intangible Assets 98.8 49.0 51.5 53.9 56.4 58.8 6.6 7.0 7.3 7.6 8.0 8.3 8.7 9.0 9.3 9.7 10.0 10.7 11.4 12.1 12.8 13.5 14.2 8.7 9.3 10.1 10.8 11.6 12.4 13.4 14.2 15.1 16.0 16.9 17.8 45.4 43.4 32.6 34.3 36.0 37.6
Long-Term Investments 0.5 0 0 0 0 0 0 0.4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3.5 53.5 35.0 45.4 49.6 0 0 0 14.9 25.0 0 0 0 8 8 6 8.3
Other Non-Current Assets 41.3 150.9 145.1 33.5 30.9 37.6 39.9 38.6 42.3 42.3 40.7 39.4 36.9 36.6 34.9 31.3 26.4 24.8 23.3 21.1 18.7 18.4 15.1 13.3 36.9 40.4 39.4 37.6 35.4 81.5 64.9 64.5 50.5 49.9 21.5 21.7 21.5 28.3 29.3 21.7 21.3
Total Non-Current Assets 711.3 443.5 439.6 470.8 457.5 466.7 390.0 381.3 386.6 390.5 401.4 445.8 430.1 419.9 407.2 412.0 407.6 405.9 412.0 416.1 432.0 442.2 444.8 456.1 490.4 537.4 529.5 552.1 562.8 315.3 296.4 295.8 308.4 303.4 240.9 375.2 354.1 324.0 331.1 326.1 325.6
Total Assets 1,013.3 958.5 989.9 980.2 985.2 983.6 980.2 965.0 993.5 1,014.7 1,027.3 1,033.3 1,021.7 1,015.9 1,030.3 1,023.2 1,044.9 1,050.5 1,079.1 1,105.2 1,135.4 1,154.9 1,139.0 1,073.5 1,085.2 1,070.7 1,028.8 1,083.4 1,337.9 1,175.6 1,233.3 1,198.2 1,218.5 1,216.5 1,027.1 970.1 922.2 885.2 845.6 799.8 773.0
Current Liabilities
Account Payables 6.9 158.8 12.1 11.9 12.7 11.9 6.9 12.5 6.1 11.9 6.7 12.0 18.2 14.5 10.4 17.5 11.4 16.1 17.8 14.4 5.3 8.9 10.6 2.6 6.1 6.0 3.1 2.9 2.9 6.5 6.8 9.8 6.6 9.0 2.3 3.2 4.0 2.0 1.0 1.3 3.2
Short-Term Debt 7.1 7.4 8.4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 57.0 56.5 55.8 0 0 0 0 0 0 0 0 0 0 0 0
Deferred Revenue 11.6 5.8 7.1 3.9 5.6 3.0 7.6 5.2 7.0 3.8 7.1 5.4 7.4 5.2 8.4 6.1 8.2 4.2 4.5 5.2 5.2 4.1 4.7 3.9 3.6 4.3 4.2 4.6 3.9 3.8 3.4 3.7 3.5 3.5 3.7 3.8 3.6 3.3 3.2 3.3 3.0
Other Current Liabilities 47.1 0 35.6 90.3 99.5 85.4 95.3 73.6 84.3 79.1 91.8 72.6 82.6 66.9 79.3 60.3 68.2 50.1 60.1 66.2 68.5 57.7 61.0 39.3 51.0 21.1 (12.8) (14.8) (19.9) 27.5 26.1 24.2 27.1 27.8 48.1 18.3 19.6 16.6 8.3 5.5 7.7
Total Current Liabilities 173.7 172.1 184.1 155.7 182.4 155.0 170.4 158.1 191.3 175.9 189.7 215.5 199.3 182.8 199.4 180.0 195.6 164.0 150.5 159.2 156.1 143.0 162.5 120.5 140.7 134.2 136.1 135.7 130.8 64.9 68.8 65.9 93.5 86.2 80.3 65.1 72.4 60.4 63.6 56.2 58.9
Non-Current Liabilities
Long-Term Debt 130 17.5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 186.1 197.3 208.3 0 0 0 0 0 0 0 0 0 0 0 0
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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Liabilities 60.6 40.7 53.7 57.3 54.4 62.2 44.4 39.0 42.2 41.3 40.5 41.4 41.1 36.1 34.4 18.7 7.5 7.2 8.3 8.1 8.0 8.4 5.5 7.1 7.0 6.8 (182.0) (193.3) (204.4) 35.1 35.0 33.8 32.8 30.7 21.5 18.3 17.9 17.6 16.4 14.5 13.3
Total Non-Current Liabilities 208.5 75.6 72.6 78.0 74.8 84.6 70.3 71.6 80.2 89.3 98.1 109.2 118.3 122.8 129.6 124.6 124.9 135.2 146.7 142.6 152.2 157.4 160.8 171.6 182.1 181.6 190.1 201.3 212.3 35.1 35.0 33.8 32.8 30.7 21.5 18.3 17.9 17.6 16.4 14.5 13.3
Total Liabilities 382.2 247.6 256.7 233.8 257.2 239.6 240.7 229.6 271.5 265.2 287.7 324.7 317.6 305.6 329.0 304.6 320.6 299.2 297.2 301.8 308.3 300.4 323.3 292.2 322.8 315.7 326.2 337.0 343.0 100.0 103.8 99.8 126.3 116.9 101.8 83.4 90.2 78.0 80.0 70.7 72.3
Stockholders' Equity
Common Stock 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
Retained Earnings (1,394.4) (1,291.4) (1,238.5) (1,203.8) (1,181.1) (1,140.3) (1,120.7) (1,098.4) (1,065.3) (1,024.6) (1,002.1) (1,010.3) (975) (923.8) (894.0) (849.9) (808.2) (760.2) (694.1) (648.4) (588.9) (533.9) (533.6) (532.6) (508.6) (493.1) (504.2) (430.9) (153.7) (52.9) 30.5 21.7 54.8 70.1 (67.2) (67.4) (75.0) (70.2) (78.5) (80.6) (81.0)
Accumulated Other Comprehensive Income (9.6) (7.7) (7.8) (7.1) (12.9) (15.4) (10.5) (14.1) (13.9) (12.2) (15.3) (13.9) (13.8) (15.5) (20.6) (15.7) (11.9) (11.1) (9.8) (8.4) (9.6) (6.8) (9.6) (11.8) (12.9) (11.8) (13.3) (11.2) (11.7) (11.0) (10.2) (10.0) (6.8) (8.4) (9.1) (11.0) (14.5) (15.6) (12.1) (12.7) (11.8)
Total Stockholders' Equity 631.1 710.9 733.2 746.4 728.0 744.0 739.5 735.3 722.0 749.5 739.6 708.6 704.1 710.3 701.4 718.6 724.3 751.3 781.8 803.5 827.1 854.5 815.6 781.3 762.4 755.0 702.6 746.5 994.8 1,075.5 1,129.5 1,098.4 1,092.2 1,099.6 925.3 886.7 831.9 807.2 765.6 729.1 700.7
Total Liabilities & Equity 1,013.3 958.5 989.9 980.2 985.2 983.6 980.2 965.0 993.5 1,014.7 1,027.3 1,033.3 1,021.7 1,015.9 1,030.3 1,023.2 1,044.9 1,050.5 1,079.1 1,105.2 1,135.4 1,154.9 1,139.0 1,073.5 1,085.2 1,070.7 1,028.8 1,083.4 1,337.9 1,175.6 1,233.3 1,198.2 1,218.5 1,216.5 1,027.1 970.1 922.2 885.2 845.6 799.8 773.0
Debt Metrics
Total Debt 154.9 42.3 27.4 30.6 33.5 43.1 53.9 67.6 77.4 87.3 96.3 106.0 116.2 126.3 135.3 147.0 158.5 168.2 178.1 182.3 197.8 200.1 209.7 220.9 237.4 232.3 243.1 253.8 264.1 0 0 0 0 0 0 0 0 0 0 0 0
Net Debt 44.5 (173.7) (203.7) (167.1) (188.5) (174.2) (207.7) (184.8) (218.7) (226.6) (208.8) (164.2) (173.1) (180.0) (195.7) (274.2) (306.6) (311.6) (353.6) (375.9) (390.8) (395.8) (381.1) (304.8) (127.2) 62.0 119.7 114.3 (31.2) (332.8) (423.5) (389.4) (392.3) (547.9) (362.4) (319.8) (272.3) (272.2) (224.9) (196.3) (183.5)
Metric 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 2016 Q1
Operating Activities
Net Income 17.7 37.8 39.3 44.1 24.4 42.2 38.4 38.0 14.2 27.4 58.2 14.7 (1.2) 20.1 9.1 8.0 (0.9) 23.2 18.1 4.2 (5.8) 21.1 (1.0) (24.0) (15.5) 17.2 10.1 12.3 1.4 31.9 15.0 10.7 (2.3) 142.1 7.9 7.6 (4.8) 8.3 2.1 0.4 (15.5)
Depreciation & Amortization 17.9 12.9 14.6 15.6 15.8 15.3 13.0 13.4 13.8 15.5 17.6 26.3 18.7 10.7 11.4 11.3 11.5 17.1 12.6 12.8 27.2 13.1 12.5 26.4 12.4 12.8 12.4 12.2 11.9 11.6 10.7 10.5 10.0 9.7 10.7 10.7 10.2 9.4 9.2 8.6 8.2
Stock-Based Compensation 30.5 0 32.9 34.8 37.5 34.8 39.5 41.2 42.7 40.1 43.5 43.6 46.3 36.3 38.6 40.1 41.1 35.1 36.4 40.9 0 32.0 30.3 0 31.8 30.5 29.2 30.5 31.3 28.7 29.2 28.8 27.7 25.4 25.3 25.4 24.3 23.9 22.6 20.7 19.1
Change in Working Capital (34.4) (11.3) (6.7) (48.5) (0.8) (30.9) 3.0 (68.1) (13.8) (30.7) (65.7) (19.6) 13.7 (26.9) (2.3) (46.3) (1.0) (30.0) (25.9) (31.3) 0.7 (30.2) 5.7 (13.6) (6.4) (19.7) (17.1) (13.2) (15.1) (19.9) (3.5) (32.8) (4.4) 22.7 3.0 (12.4) 6.2 (3.2) (3.7) (9.8) 6.5
Other Non-Cash Items 16.3 49.2 18.6 18.2 17.8 17.1 23.6 15.3 18.0 40.1 18.0 5.3 16.7 19.7 29.8 18.4 20.3 2.2 16.1 28.9 39.2 17.0 15.9 34.5 26.0 16.8 15.6 15.7 12.9 7.3 (0.9) (1.0) (0.9) (0.4) 0.1 0.0 0.3 6.8 5.1 2.7 5.6
Operating Cash Flow 57.8 83.8 131.5 58.0 98.0 71.0 102.3 39.7 72.9 79.2 104.9 48.0 74.2 44.5 69.6 18.3 59.9 44.9 58.6 50.2 58.9 48.3 71.1 16.5 40.8 55.5 51.4 56.8 41.0 44.1 55.2 22.6 38.3 39.7 51.6 35.1 41.2 45.1 35.3 22.6 23.9
Investing Activities
Capital Expenditure (12.7) (12.2) (12.6) (13.0) (10.5) (11.0) (9.8) (9.6) (7.0) (6.0) (5.7) (7.6) (7.5) (11.9) (5.6) (7.9) (6.6) (6.7) (8.3) (7.3) (6.0) (14.1) (7.1) (10.0) (7.1) (7.6) (10.7) (10.2) (9.0) (11.0) (8.8) (9.5) (15.6) (10.1) (8.0) (5.4) (6.7) (8.8) (9.0) (8.8) (10.8)
Acquisitions 0 0 0 0 0 0 0 0 0 0 0 0 0 0 91.2 0 0 0 0 0 0 87.1 0 0 0 0 0 0 0 (4.9) (5.1) (5.4) (4.7) 252.7 (4.2) (19.7) (30.8) (3.6) (3.6) 4.0 (3.1)
Purchases of Investments (6.0) (19.3) (23.8) (22.8) (15.1) (5.1) (36.0) (30.9) (24.9) (33.1) (32.9) (29.3) (53.2) (34.2) (92.9) 0 0 0 0 0 0 (10) 0 0 (87.4) (144.8) (107.5) (131.5) (157.6) (178.4) (169.5) (122.4) (280.9) (175.3) (54.7) (50.9) (74.0) (53.2) (67.9) (69.8) (92.1)
Sales/Maturities of Investments 109.3 23.7 25.0 21.2 13.6 39.7 34.3 23.7 25.4 30.8 39 27.3 23.4 31.2 1.6 0 0 0 0 0 0 (93.2) 0 126.2 257.4 143.5 133.4 195.7 201.5 170.8 170.8 147 143 73 51 72 68 53 60 62 90.5
Other Investing Activities (258.5) 0.1 (0.0) 0.0 0.1 (66.5) 0.0 0.1 0.1 0.0 0.0 0.1 0.0 0.1 (91.2) (0.0) 0.1 0.3 0.3 0.1 0.0 6.1 0.0 0.0 0.3 0.1 0.1 28.8 0.2 5.1 5.1 5.4 4.7 0.1 4.2 (0.0) (1.1) 3.6 3.6 (4.0) 2.3
Investing Cash Flow (167.9) (7.7) (11.4) (14.6) (12.0) (42.8) (11.4) (16.6) (6.4) (8.2) 0.4 (9.6) (37.3) (14.8) (96.8) (7.9) (6.6) (6.4) (8.1) (7.2) (6.0) (24.1) (7.1) 116.3 163.2 (8.8) 15.2 82.8 35.2 (18.5) (7.4) 15.0 (153.5) 140.3 (11.8) (4.1) (44.6) (9.0) (16.9) (16.5) (13.2)
Financing Activities
Net Debt Issuance 130 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
Stock Repurchased (124.0) (88.7) (86.5) (66.0) (62.5) (62.8) (65.7) (60.2) (62.5) (50) (50.0) (50.0) (50.0) (50) (50) (50) (50.0) (85.1) (63.7) (64.6) (49.5) (24.4) 0 0 0 (6.0) (77.4) (295.5) (102.1) (115.4) (6.2) (32.5) (33.3) (4.8) (7.7) 0 0 0 0 0 0
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 0 0 0 0 0 0 0
Other Financing Activities (9.8) (10.3) 0.3 (3.9) (19.5) (8.0) (16.9) (6.4) (21.3) (13.5) (20.3) (19.6) (4.7) (12.9) (11.0) (3.1) (17.9) (13.4) (13.1) (8.5) (16.8) (11.0) 0.7 (1.4) (11.5) 6.5 (5.6) (0.1) (11.4) (1.1) (7.5) (5.1) (12.3) 10.2 2.5 16.1 3.3 11.5 10.2 6.8 1.0
Financing Cash Flow 4.9 (91.6) (86.2) (69.9) (81.7) (70.8) (82.6) (66.6) (83.8) (63.5) (70.3) (58.2) (54.7) (55.5) (61.0) (53.1) (68.0) (90.3) (76.8) (73.1) (60.3) (19.7) 0.7 6.8 (8.9) 0.4 (82.9) (295.5) (113.5) (116.5) (13.7) (37.5) (40.0) 5.3 2.5 16.1 3.3 11.5 10.2 6.8 1.0
Cash Position
Net Change in Cash (105.4) (15.0) 33.3 (24.5) 4.7 (44.3) 9.2 (43.3) (17.9) 8.5 34.7 (19.1) (17.3) (25.0) (90.1) (43.7) (14.7) (52.0) (26.6) (30.0) (7.3) 4.9 65.0 161.1 194.6 46.8 (16.0) (155.9) (37.4) (90.8) 34.0 0.4 (155.3) 185.4 42.6 47.5 0.1 47.3 28.6 12.8 11.9
Cash at Beginning 216.3 231.1 198.2 222.6 217.3 262.0 252.8 296.1 314.0 305.5 270.8 289.8 307.1 332.1 422.2 465.9 480.6 532.7 559.3 589.3 595.9 591.6 526.6 364.6 192.3 145.5 161.5 317.5 354.8 445.6 411.6 411.1 566.4 362.4 319.8 272.3 272.2 224.9 196.3 183.5 171.6
Cash at End 110.9 216.1 231.5 198.2 222.0 217.7 262.0 252.8 296.1 314.0 305.5 270.8 289.8 307.1 332.1 422.2 465.9 480.6 532.7 559.3 588.6 596.5 591.6 525.7 386.9 192.3 145.5 161.5 317.5 354.8 445.6 411.6 411.1 547.9 362.4 319.8 272.3 272.2 224.9 196.3 183.5
Free Cash Flow 45.2 71.6 118.9 45.0 87.5 60.0 92.5 30.1 65.9 73.2 99.2 40.4 66.7 32.6 64.0 10.5 53.3 38.2 50.3 42.9 52.9 34.3 64.1 6.5 33.7 47.9 40.7 46.6 32.0 33.0 46.4 13.1 22.7 29.6 43.6 29.6 34.6 36.3 26.3 13.8 13.1
Key Metrics 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 2016 Q1 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 361.5 360.0 376.0 370.4 358.5 362.0 360.3 357.0 332.8 342.4 345.1 337.1 312.4 309.1 308.9 298.9 276.6 273.4 269.2 257.2 232.1 233.2 220.8 169.0 249.9 268.8 262.5 247.0 235.9 243.7 241.1 234.9 223.1 218.2 222.4 208.9 197.3 194.8 186.2 173.4 158.6 153.7 143.6 133.9 118.5 109.9 102.5 88.8 76.4 70.7 61.2 55.0 46.1 41.2 36.4 32.7 27.4 24.9 22.3 19.6 16.5 15.3
Gross Profit 306.8 324.0 339.8 334.9 323.7 328.7 328.0 326.3 305.4 312.8 316.8 306.9 286.4 280.6 282.1 271.9 253.2 249.4 248.0 239.2 217.2 217.9 207.6 157.2 233.1 252.2 246.0 232.0 221.7 229.5 226.9 220.2 208.3 202.0 203.1 190.8 180.4 179.2 171.6 158.3 143.5 138.7 129.3 120.9 109.8 102.6 96.3 82.9 71.3 65.7 56.9 51.0 42.8 38.2 33.9 30.4 25.3 23.1 20.8 18.3 15.2 14.3
Operating Income 32.6 48.9 52.9 53.3 29.5 53.4 46.7 39.7 11.2 25.0 41.9 18.7 (6.6) 33.4 13.4 16.0 (4.5) 19.6 21.6 (1.1) (8.6) 14.5 9.3 (35.3) (27.2) 17.6 9.6 12.2 (3.9) 12.7 10.4 7.6 (4.8) 171.3 6.8 6.8 (5.4) 8.5 2.0 (1.2) (14.3) (6.4) (10.7) 0.1 (4.2) 8.0 4.5 3.1 (4.6) (1.9) (1.8) (0.6) (4.6) (5.1) (2.0) (1.9) (9.7) (8.8) (3.4) (1.2) (2.8) (1.0)
Net Income 17.7 37.8 39.3 44.1 24.4 42.2 38.4 38.0 14.2 27.4 58.2 14.7 (1.2) 20.1 9.1 8.0 (0.9) 23.2 18.1 4.2 (5.8) 21.1 (1.0) (24.0) (15.5) 17.2 10.1 12.3 1.4 31.9 15.0 10.7 (2.3) 142.1 7.9 7.6 (4.8) 8.3 2.1 0.4 (15.5) (22.2) (8.1) (1.3) (1.3) 32.7 3.6 2.7 (2.6) (2.1) (2.3) (0.9) (4.8) (5.3) (2.0) (2.0) (9.8) (9.0) (3.8) (1.2) (2.7) (1.1)
EPS (Diluted) 0.30 0.61 0.60 0.67 0.36 0.62 0.56 0.54 0.20 0.37 0.79 0.21 -0.02 0.28 0.13 0.11 -0.01 0.30 0.23 0.05 -0.08 0.27 -0.01 -0.33 -0.22 0.24 0.14 0.16 0.02 0.37 0.17 0.12 -0.03 1.60 0.09 0.09 -0.06 0.10 0.02 0.01 -0.20 -0.29 -0.11 -0.02 -0.02 0.42 0.05 0.04 -0.04 -0.03 -0.04 -0.01 -0.08 -0.08 -0.03 -0.03 -0.31 -0.59 -0.24 -0.08 -0.19 -0.07
Balance Sheet
Cash & Equivalents 110.4 216.1 231.1 197.7 222.0 217.3 261.6 252.4 296.0 313.9 305.1 270.3 289.3 306.4 331.0 421.2 465.1 479.8 531.6 558.2 588.6 595.9 590.8 525.7 364.6 170.3 123.4 139.5 295.3 332.8 423.5 389.4 392.3 547.9 362.4 319.8 272.3 272.2 224.9 196.3 183.5
Total Assets 1,013.3 958.5 989.9 980.2 985.2 983.6 980.2 965.0 993.5 1,014.7 1,027.3 1,033.3 1,021.7 1,015.9 1,030.3 1,023.2 1,044.9 1,050.5 1,079.1 1,105.2 1,135.4 1,154.9 1,139.0 1,073.5 1,085.2 1,070.7 1,028.8 1,083.4 1,337.9 1,175.6 1,233.3 1,198.2 1,218.5 1,216.5 1,027.1 970.1 922.2 885.2 845.6 799.8 773.0
Total Debt 154.9 42.3 27.4 30.6 33.5 43.1 53.9 67.6 77.4 87.3 96.3 106.0 116.2 126.3 135.3 147.0 158.5 168.2 178.1 182.3 197.8 200.1 209.7 220.9 237.4 232.3 243.1 253.8 264.1 0 0 0 0 0 0 0 0 0 0 0 0
Stockholders' Equity 631.1 710.9 733.2 746.4 728.0 744.0 739.5 735.3 722.0 749.5 739.6 708.6 704.1 710.3 701.4 718.6 724.3 751.3 781.8 803.5 827.1 854.5 815.6 781.3 762.4 755.0 702.6 746.5 994.8 1,075.5 1,129.5 1,098.4 1,092.2 1,099.6 925.3 886.7 831.9 807.2 765.6 729.1 700.7
Cash Flow
Operating Cash Flow 57.8 83.8 131.5 58.0 98.0 71.0 102.3 39.7 72.9 79.2 104.9 48.0 74.2 44.5 69.6 18.3 59.9 44.9 58.6 50.2 58.9 48.3 71.1 16.5 40.8 55.5 51.4 56.8 41.0 44.1 55.2 22.6 38.3 39.7 51.6 35.1 41.2 45.1 35.3 22.6 23.9
Capital Expenditure (12.7) (12.2) (12.6) (13.0) (10.5) (11.0) (9.8) (9.6) (7.0) (6.0) (5.7) (7.6) (7.5) (11.9) (5.6) (7.9) (6.6) (6.7) (8.3) (7.3) (6.0) (14.1) (7.1) (10.0) (7.1) (7.6) (10.7) (10.2) (9.0) (11.0) (8.8) (9.5) (15.6) (10.1) (8.0) (5.4) (6.7) (8.8) (9.0) (8.8) (10.8)
Free Cash Flow 45.2 71.6 118.9 45.0 87.5 60.0 92.5 30.1 65.9 73.2 99.2 40.4 66.7 32.6 64.0 10.5 53.3 38.2 50.3 42.9 52.9 34.3 64.1 6.5 33.7 47.9 40.7 46.6 32.0 33.0 46.4 13.1 22.7 29.6 43.6 29.6 34.6 36.3 26.3 13.8 13.1