Forum talk counts mentions of BL in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
2/6Weak
MissReturn on equity 15%+Earns a lot on the money owners have in the business.6.3%
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.3.5%
MissProfitable every yearSteady profits, not one good year.3 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$161.5M
MissShare count not growingNot diluting owners. Falling means buybacks.+10.7% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.75.2%
Revenue
$700.4M
+7.2% vs prior year
5-year growth
+14.8%/yr
revenue, per year
Current ratio
1.47x
short-term assets / bills due
Free cash flow
$161.5M
23.1% of revenue
From annual reports filed with the SEC. Not in this company's SEC data, so not scored: debt under half of equity. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026
Reported Aug 4
Revenue
$187.8M
+9.2% YoY
EPS
$0.27
vs $0.13
Op. margin
5.9%
+1.5 pts
Gross margin
76.0%
+0.8 pts
Free cash flow
$43.1M
Share count
+7.1%
vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trend
No trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
This week
0
Normal week
1.2
vs normal
0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▼Distributing-5.2%
Institutions cut 5.2% from their holdings. 114 bought, 160 sold. 5 quarters of net selling in a row.
Shares held by institutions60.6M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
-1.6%
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
2.1x · $667.3M debt
Shares outstandingLatest reported
58M
Why low risk
High debt: 2.11x equity
Earnings reports
Last 12
Next reportAround Nov 5 (est.)Estimated from the same quarter last year
Results filedAug 4
Results filedMay 5
Results filedFeb 10
Results filedNov 6, 2025
Results filedAug 5, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.