Overview
- Q4 revenue reached $618 million, surpassing the roughly $604 million Wall Street estimate and rising 9.5% year over year.
- GAAP bottom line swung to a net loss of $19.1 million, or -$0.03 per share, versus net income of $16 million in the prior-year quarter.
- Full-year fiscal 2025 revenue came in at $2.25 billion, up 26% year over year, with a $91 million GAAP loss and $147 million in adjusted EBITDA.
- Cash and equivalents increased to $1.25 billion, up $467 million sequentially, and the company disclosed Medline as a new customer in healthcare.
- For Q1 fiscal 2026, management projected $610 million to $630 million in revenue and $49 million to $53 million in adjusted EBITDA; shares rose about 7% after hours and multiple brokerages raised price targets.