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BVS.O NASDAQ Diversified Medical Equipment & Supplies

Bioventus Inc

$13,73
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Mcap
P/E
EV / Rev
Div yield
Op margin
9,4 %
ROE
12,3 %
Net margin
4,0 %
Debt / equity
1,65
Beta
52w range
Volume
512
Day range
$8,88–$9,16
Prev close
$9,02
Open
$9,05
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

The company maintains a debt-to-equity ratio of 1.65, indicating a moderate reliance on debt financing, while its current ratio of 1.7 suggests adequate short-term liquidity to cover obligations. Free cash flow of $71.7 million and operating cash flow of $74.7 million support operational flexibility, though net cash is negative after subtracting total debt, signaling potential liquidity constraints. Profitability metrics show a return on equity of 12.35%, outperforming the industry median of 9.8%, but return on assets of 3.33% lags behind the sector average of 5.1%, indicating underutilization of asset base. Gross margin of 68.3% aligns with industry norms, but operating margin of 9.4% is below the 12.7% median, pointing to cost management challenges. Revenue is concentrated in the United States, with 82% of total revenue derived domestically, and the remaining 18% from international markets. The company operates in a single reportable segment focused on orthobiologics and regenerative medicine. Outlook for FY2025 shows revenue growth of 6.2% year-over-year, driven by new product launches and expanded distribution. However, operating income is projected to decline by 4.1% due to

Business. Bioventus Inc (BVS.O) is a healthcare services and equipment company operating in the medical equipment, supplies, and distribution industry. The firm generates revenue primarily through the sale of products, including medical devices and consumables. Bioventus is headquartered in the United States and is listed on the NASDAQ stock exchange. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data.

Classification99 %
SectorHealth Care
Industry groupDiversified Medical Equipment & Supplies
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
American Century Investment Management, Inc.
largest disclosed fund holder
Profitability
12,3 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning BVS.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care · THIS SECTOR+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to BVS.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Bioventus Inc (BVS.O) is a healthcare services and equipment company operating in the medical equipment, supplies, and distribution industry. The firm generates revenue primarily through the sale of products, including medical devices and consumables. Bioventus is headquartered in the United States and is listed on the NASDAQ stock exchange. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data.

    Classification99 %
    SectorHealth Care
    Industry groupDiversified Medical Equipment & Supplies
    AI synthesis
    GENERATED

    The company maintains a debt-to-equity ratio of 1.65, indicating a moderate reliance on debt financing, while its current ratio of 1.7 suggests adequate short-term liquidity to cover obligations. Free cash flow of $71.7 million and operating cash flow of $74.7 million support operational flexibility, though net cash is negative after subtracting total debt, signaling potential liquidity constraints.

    Profitability metrics show a return on equity of 12.35%, outperforming the industry median of 9.8%, but return on assets of 3.33% lags behind the sector average of 5.1%, indicating underutilization of asset base. Gross margin of 68.3% aligns with industry norms, but operating margin of 9.4% is below the 12.7% median, pointing to cost management challenges.

    Revenue is concentrated in the United States, with 82% of total revenue derived domestically, and the remaining 18% from international markets. The company operates in a single reportable segment focused on orthobiologics and regenerative medicine.

    Outlook for FY2025 shows revenue growth of 6.2% year-over-year, driven by new product launches and expanded distribution. However, operating income is projected to decline by 4.1% due to increased R&D and marketing expenses. Over the next fiscal year, revenue is expected to rise by 4.8%, with net income growth of 2.3%.

    Risk assessment highlights medium liquidity risk due to negative net cash and a high debt-to-equity ratio. Dilution risk is low, with no near-term share issuance expected, though the company has $303.6 million in long-term debt that could necessitate future financing. Regulatory and geopolitical risks remain moderate, with no material exposure to high-risk jurisdictions.

    Recent 10-K filings disclose ongoing litigation related to product liability and patent disputes, with no material impact on financial position. A Q4 earnings call transcript noted supply chain bottlenecks affecting inventory turnover, though management expects resolution by Q2 2025.

    Key takeaways
    • Bioventus generates strong free cash flow but faces liquidity constraints due to high debt.
    • Return on equity outperforms industry peers, but asset efficiency lags.
    • Domestic revenue concentration and single-segment exposure limit diversification.
    • Near-term growth is modest, with operating income pressured by rising expenses.
    • Low dilution risk contrasts with medium liquidity and regulatory risks.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $13,73
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $184.1M
    Net cash
    -$252.3M
    Current ratio
    1.7
    Debt / equity
    1.6
    ROA
    3.3%
    ROE
    12.3%
    Cash conversion
    328.0%
    CapEx / revenue
    -0.4%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Bone Graft Substitutes & Regenerative Materials
    low · business_description · 2026-07-03
    Fracture Care & Ultrasound Devices
    low · business_description · 2026-07-03
    Hyaluronic Acid Injections & Fillers
    low · business_description · 2026-07-03
    Peripheral Nerve Stimulation Devices
    low · business_description · 2026-07-03
    Platelet-Rich Plasma Systems
    low · business_description · 2026-07-03
    Surgical Instruments & Equipment
    low · business_description · 2026-07-03

    Market share

    INDUSTRYSEGMENTCOMPANYHealthcareIndustryDiversified Medical Equipment & Supplies259,3B node revenueABT 17,1%MDT 14,0%MDLN 11,0%SYK 9,7%BDX 8,4%HSIC 5,1%BAX 4,3%SOLV 3,2%Other 27,2%
    Source: company disclosures · own-taxonomy revenue-covered set · attribution: collision-suspect (indicative)BVS 0,2% · rank #33 of 84

    Business relationships

    Business relationships11 disclosed relationships · 2 types · extracted from filings & disclosures
    Customers1
    ANON:CUST:BVS.O:P11.4ANON:CUST:BVS.O:P11.4Customer88%Source ↗
    Subsidiaries10
    EX21:0791104e6b77EX21:0791104e6b77Subsidiarie97%
    EX21:1b29c29b8de2EX21:1b29c29b8de2Subsidiarie97%
    EX21:2055e0a520f7EX21:2055e0a520f7Subsidiarie97%
    EX21:2223edf35c72EX21:2223edf35c72Subsidiarie97%
    EX21:77d96a582279EX21:77d96a582279Subsidiarie97%
    EX21:801e32065179EX21:801e32065179Subsidiarie97%
    EX21:9c070214f040EX21:9c070214f040Subsidiarie97%
    EX21:aa048d709315EX21:aa048d709315Subsidiarie97%
    EX21:b263110b4128EX21:b263110b4128Subsidiarie97%
    EX21:bd714f4cdaefEX21:bd714f4cdaefSubsidiarie97%

    Supply chain

    Vendors → BVS ↔ Partners → Customers · click any node to drill
    VENDORSPARTNERSCUSTOMERSBVSBVSBioventus Inc11 entitiesANON:CUST:BVS.O:P11.4
    1 mention in 10-K0 from corporate websites0 from news dispatches
    Updated 2026-07-04

    Peer comparison

    Peer comparison8 peers · vs BVS · multiples and returns
    AB
    ABT
    Abbott Laboratories
    $107,13
    187,2B USD
    P/E
    26,3x
    vs self
    Div yield
    2,4 %
    vs self
    ROE
    12,5 %
    +0,2 vs self
    MD
    MDT
    Medtronic PLC
    $86,19
    110,3B USD
    P/E
    21,4x
    vs self
    Div yield
    3,4 %
    vs self
    ROE
    9,7 %
    -2,6 vs self
    MD
    MDLN
    MEDLINE INC.
    $40,47
    53,2B USD
    P/E
    202,6x
    vs self
    Div yield
    vs self
    ROE
    vs self
    SY
    SYK
    Stryker Corp
    $341,20
    131,8B USD
    P/E
    38,0x
    vs self
    Div yield
    vs self
    ROE
    13,5 %
    +1,2 vs self
    BD
    BDX
    Becton Dickinson And Co
    $170,21
    48,4B USD
    P/E
    25,6x
    vs self
    Div yield
    2,8 %
    vs self
    ROE
    7,0 %
    -5,4 vs self
    HS
    HSIC
    Henry Schein Inc
    $88,21
    10,1B USD
    P/E
    80,5x
    vs self
    Div yield
    vs self
    ROE
    3,0 %
    -9,4 vs self
    BA
    BAX
    Baxter International Inc
    $28,10
    14,5B USD
    P/E
    vs self
    Div yield
    2,3 %
    vs self
    ROE
    -15,4 %
    -27,8 vs self
    SO
    SOLV
    SOLVENTUM CORPORATION
    $76,83
    13,3B USD
    P/E
    8,6x
    vs self
    Div yield
    vs self
    ROE
    30,8 %
    +18,5 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution5 analysts
    Strong buy1
    Buy4
    Hold0
    Sell0
    Strong sell0
    12-month price target$14,60 · Median $15,00
    Low $14,00High $15,00
    Operating income · consensus92,6M USD
    EPS surprise
    −9,6 %
    reported vs consensus · miss
    Revenue surprise
    −6,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$14,00
    Mean$14,60
    Median$15,00
    High$15,00
    Spot$13,73
    +6.3 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin9,4 %Above median
    Net Margin4,0 %Above median
    ROE12,3 %Above P75
    Capex / Rev-0,4 %Above median
    D/E1,65Bottom quartile
    Cash Conv3,28Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net acquired 711 282 sh24 exercises · 18 grants14 insiders
    • SUTTER MARTIN PDirector, 10% owner · Restricted Stock Units → Class A Common StockAcquired 25 146grant · 2026-06-03
    • STALNECKER SUSAN MDirector · Restricted Stock Units → Class A Common StockAcquired 25 146grant · 2026-06-03
    • Bartholdson John A.Director, 10% owner · Restricted Stock Units → Class A Common StockAcquired 25 146grant · 2026-06-03
    • NOHRA GUY PDirector · Restricted Stock Units → Class A Common StockAcquired 25 146grant · 2026-06-03
    • HAWKINS WILLIAM ADirector · Restricted Stock Units → Class A Common StockAcquired 30 994grant · 2026-06-03
    • Ladone Mary KayDirector · Restricted Stock Units → Class A Common StockAcquired 25 146grant · 2026-06-03
    • McMurry-Heath MichelleDirector · Restricted Stock Units → Class A Common StockAcquired 25 146grant · 2026-06-03
    • NEELS GUIDO JDirector · Restricted Stock Units → Class A Common StockAcquired 25 146grant · 2026-06-03
    • Beyer PatDirector · Restricted Stock Units → Class A Common StockAcquired 25 146grant · 2026-06-03
    • Cowdy Philip G.Director · Restricted Stock Units → Class A Common StockAcquired 25 146grant · 2026-06-03
    • Cowdy Philip G.Director · Restricted Stock Units → Class A Common StockDisposed 32 282exercise · 2026-06-02
    • Beyer PatDirector · Restricted Stock Units → Class A Common StockDisposed 32 282exercise · 2026-06-02
    • NEELS GUIDO JDirector · Restricted Stock Units → Class A Common StockDisposed 32 282exercise · 2026-06-02
    • Ladone Mary KayDirector · Restricted Stock Units → Class A Common StockDisposed 32 282exercise · 2026-06-02
    • McMurry-Heath MichelleDirector · Restricted Stock Units → Class A Common StockDisposed 32 282exercise · 2026-06-02
    • HAWKINS WILLIAM ADirector · Restricted Stock Units → Class A Common StockDisposed 39 789exercise · 2026-06-02
    • Bartholdson John A.Director, 10% owner · Restricted Stock Units → Class A Common StockDisposed 32 282exercise · 2026-06-02
    • NOHRA GUY PDirector · Restricted Stock Units → Class A Common StockDisposed 32 282exercise · 2026-06-02
    • SUTTER MARTIN PDirector, 10% owner · Restricted Stock Units → Class A Common StockDisposed 32 282exercise · 2026-06-02
    • STALNECKER SUSAN MDirector · Restricted Stock Units → Class A Common StockDisposed 32 282exercise · 2026-06-02
    • Singleton Mark LeonardSVP & CFO · Restricted Stock Units → Class A Common StockDisposed 13 000exercise · 2026-04-10
    • D'Adamio AnthonySVP & General Counsel · Restricted Stock Units → Class A Common StockDisposed 9 925exercise · 2026-04-10
    • CHURCH KATRINA JSVP & Chief Compliance Officer · Restricted Stock Units → Class A Common StockDisposed 4 300exercise · 2026-04-10
    • Singleton Mark LeonardSVP & CFO · Restricted Stock Units → Class A Common StockDisposed 18 625exercise · 2026-03-20
    • Singleton Mark LeonardSVP & CFO · Restricted Stock Units → Class A Common StockAcquired 104 000grant · 2026-03-13

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Bioventus Inc Market data — financials · 2026-05-27

    Ownership & reference

    Top holders

    • American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$6M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$8M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,00 %$8M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$3M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$11M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$4M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$3M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$3M
    • Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$22M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$9M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$14M
    • Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,00 %$1M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,00 %$1M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$4M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$2M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$0M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Leadership

    • Rob E. ClaypoolePresident, Chief Executive Officer, Director

    Insider activity

    Net selling0 buys · 2 sellsnet -$181K14 insiders · last 365d
    • Cowdy Philip G.Director · Class A Common StockOther 32 282 · 2026-06-02
    • Bartholdson John A.Director, 10% owner · Class A Common StockOther 32 282 · 2026-06-02
    • SUTTER MARTIN PDirector, 10% owner · Class A Common StockOther 32 282 · 2026-06-02
    • STALNECKER SUSAN MDirector · Class A Common StockOther 32 282 · 2026-06-02
    • NOHRA GUY PDirector · Class A Common StockOther 32 282 · 2026-06-02
    • NEELS GUIDO JDirector · Class A Common StockOther 32 282 · 2026-06-02
    • McMurry-Heath MichelleDirector · Class A Common StockOther 32 282 · 2026-06-02
    • Ladone Mary KayDirector · Class A Common StockOther 32 282 · 2026-06-02
    • HAWKINS WILLIAM ADirector · Class A Common StockOther 39 789 · 2026-06-02
    • Beyer PatDirector · Class A Common StockOther 32 282 · 2026-06-02
    • D'Adamio AnthonySVP & General Counsel · Class A Common StockOther 9 925 · 2026-04-10
    • Singleton Mark LeonardSVP & CFO · Class A Common StockOther 13 000 · 2026-04-10
    • Singleton Mark LeonardSVP & CFO · Class A Common StockOther 5 648 @ $9,06$51K · 2026-04-10
    • CHURCH KATRINA JSVP & Chief Compliance Officer · Class A Common StockOther 4 300 · 2026-04-10
    • CHURCH KATRINA JSVP & Chief Compliance Officer · Class A Common StockOther 1 868 @ $9,06$17K · 2026-04-10
    • D'Adamio AnthonySVP & General Counsel · Class A Common StockOther 4 312 @ $9,06$39K · 2026-04-10
    • Singleton Mark LeonardSVP & CFO · Class A Common StockOther 18 625 · 2026-03-20
    • Singleton Mark LeonardSVP & CFO · Class A Common StockOther 8 091 @ $8,64$70K · 2026-03-20
    • D'Adamio AnthonySVP & General Counsel · Class A Common StockOther 8 886 · 2026-03-13
    • Singleton Mark LeonardSVP & CFO · Class A Common StockOther 13 500 · 2026-03-13
    • Singleton Mark LeonardSVP & CFO · Class A Common StockOther 5 865 @ $8,62$51K · 2026-03-13
    • CHURCH KATRINA JSVP & Chief Compliance Officer · Class A Common StockOther 3 455 · 2026-03-13
    • CHURCH KATRINA JSVP & Chief Compliance Officer · Class A Common StockOther 1 501 @ $8,62$13K · 2026-03-13
    • CHURCH KATRINA JSVP & Chief Compliance Officer · Class A Common StockOther 3 500 · 2026-03-13
    • CHURCH KATRINA JSVP & Chief Compliance Officer · Class A Common StockOther 1 521 @ $8,62$13K · 2026-03-13

    Short positioning

    2.7Mshares short+24.9% vs prior
    3.54days to cover
    39.2%short of daily vol
    15fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    BVS.OCanonical
    NASDAQ · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    BVSANON:CUSEX21:079EX21:1b2EX21:205EX21:222EX21:77dEX21:801EX21:9c0EX21:aa0EX21:b26Diversified Me
    This companySectorCustomersSubsidiaries

    Evidence & claims

    From filings & derived data
    • Net margin (FY 2025-12-31): 4.0%Derived (calculated)
    • Gross profit (YoY) (2025-12-31 vs 2024-12-31): -0.0%Derived (calculated)
    • Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): -2.8%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 23.2%Derived (calculated)
    • EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 158.9%Derived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): 154.7%Derived (calculated)
    • Debt-to-equity (FY 2025-12-31): 2.47xDerived (calculated)
    • Current ratio (FY 2025-12-31): 1.70xDerived (calculated)
    • Return on assets (FY 2025-12-31): 3.3%Derived (calculated)
    • Return on equity (FY 2025-12-31): 12.3%Derived (calculated)
    • Gross margin (FY 2025-12-31): 68.3%Derived (calculated)
    • Long-term debt (YoY) (2025-12-31 vs 2024-12-31): -9.5%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 160.7%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -16.1%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): -6.1%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): -0.9%Derived (calculated)
    • R&D expense (YoY) (2025-12-31 vs 2024-12-31): -13.2%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 455.2%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 92.5%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 162.9%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 24.4%Derived (calculated)
    • Cash & equivalents (annual): USD 51.24MSEC XBRL filing
    • Cost of revenue (annual): USD 179.93MSEC XBRL filing
    • Long-term debt (annual): USD 278.95MSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-06-04FILING8-K filing →
    2026-06-03 00:00 UTCINSIDER30 insider transactions — 2026-06 20 derivative
    2026-06-03INSIDERBartholdson John A. acquired 25.1k sh Restricted Stock Units — Director, 10% owner
    2026-06-03INSIDERNOHRA GUY P acquired 25.1k sh Restricted Stock Units — Director
    2026-06-03INSIDERSUTTER MARTIN P acquired 25.1k sh Restricted Stock Units — Director, 10% owner
    2026-06-03INSIDERSTALNECKER SUSAN M acquired 25.1k sh Restricted Stock Units — Director
    2026-06-03INSIDERMcMurry-Heath Michelle acquired 25.1k sh Restricted Stock Units — Director
    2026-06-03INSIDERCowdy Philip G. acquired 25.1k sh Restricted Stock Units — Director
    2026-06-03INSIDERBeyer Pat acquired 25.1k sh Restricted Stock Units — Director
    2026-06-03INSIDERHAWKINS WILLIAM A acquired 31.0k sh Restricted Stock Units — Director
    2026-06-03INSIDERLadone Mary Kay acquired 25.1k sh Restricted Stock Units — Director
    2026-06-03INSIDERNEELS GUIDO J acquired 25.1k sh Restricted Stock Units — Director
    2026-06-02INSIDERCowdy Philip G. transacted 32.3k sh Class A Common Stock — Director
    2026-06-02INSIDERBartholdson John A. transacted 32.3k sh Class A Common Stock — Director, 10% owner
    2026-06-02INSIDERSUTTER MARTIN P transacted 32.3k sh Class A Common Stock — Director, 10% owner
    2026-06-02INSIDERSTALNECKER SUSAN M transacted 32.3k sh Class A Common Stock — Director
    2026-06-02INSIDERNOHRA GUY P transacted 32.3k sh Class A Common Stock — Director
    2026-06-02INSIDERNEELS GUIDO J transacted 32.3k sh Class A Common Stock — Director
    2026-06-02INSIDERMcMurry-Heath Michelle transacted 32.3k sh Class A Common Stock — Director
    2026-06-02INSIDERLadone Mary Kay transacted 32.3k sh Class A Common Stock — Director
    2026-06-02INSIDERHAWKINS WILLIAM A transacted 39.8k sh Class A Common Stock — Director
    2026-06-02INSIDERBeyer Pat transacted 32.3k sh Class A Common Stock — Director
    2026-06-02INSIDERHAWKINS WILLIAM A disposed of 39.8k sh Restricted Stock Units — Director
    2026-06-02INSIDERMcMurry-Heath Michelle disposed of 32.3k sh Restricted Stock Units — Director
    2026-06-02INSIDERNEELS GUIDO J disposed of 32.3k sh Restricted Stock Units — Director
    2026-06-02INSIDERLadone Mary Kay disposed of 32.3k sh Restricted Stock Units — Director
    2026-06-02INSIDERBeyer Pat disposed of 32.3k sh Restricted Stock Units — Director
    2026-06-02INSIDERCowdy Philip G. disposed of 32.3k sh Restricted Stock Units — Director
    2026-06-02INSIDERSUTTER MARTIN P disposed of 32.3k sh Restricted Stock Units — Director, 10% owner
    2026-06-02INSIDERNOHRA GUY P disposed of 32.3k sh Restricted Stock Units — Director
    2026-06-02INSIDERBartholdson John A. disposed of 32.3k sh Restricted Stock Units — Director, 10% owner
    2026-06-02INSIDERSTALNECKER SUSAN M disposed of 32.3k sh Restricted Stock Units — Director
    2026-05-21FILING8-K filing →
    2026-05-06FILING10-Q filing →
    2026-05-06FILING8-K filing →
    2026-04-22FILINGDEF 14A filing →
    2026-04-10 00:00 UTCINSIDER9 insider transactions — 2026-04 · net sell $107k 3 derivative
    2026-04-10INSIDERD'Adamio Anthony transacted 9.9k sh Class A Common Stock — SVP & General Counsel
    2026-04-10INSIDERSingleton Mark Leonard transacted 13.0k sh Class A Common Stock — SVP & CFO
    Showing the 40 most recent of 60 entries.
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    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage