$115.75
▼ -2.2% Today
as of Jun 7, 07:08 ET
Last 30 days
Overview
52-week range
$76
$138
65% of range
Avg surprise (last 2)
+7.2%
Avg reaction (last 2)
-0.2%
50% positive
Latest IV / EM
43%
EM ±6.0% · $115 · Jun 18
Earnings trends
EPS — actual vs estimate
Actual Estimate
Revenue vs Net Income
Revenue Net income
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Mon May 4, 2026 | Mar/2026 | $2.57 | $2.54 | +1.2% | +15.2% | -1.7% | earnings |
| Tue Sep 30, 2025 | Sep 2025 | $1.63 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $2.29 | — | — | — | — | financials |
| Thu May 1, 2025 | Mar/2025 | $2.23 | $1.97 | +13.2% | — | +1.2% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $2.27 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $2.13 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $1.90 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $1.76 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $1.92 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.41B | — | $693M | $814M | $766M | — | $824M | $816M |
| Cost of revenue | $1.00B | — | $364M | $412M | $388M | — | $428M | $422M |
| Gross profit | $406M | — | $329M | $402M | $378M | — | $396M | $394M |
| Operating income | $195M | — | $204M | $256M | $249M | — | $260M | $263M |
| Net income | $112M | — | $137M | $195M | $192M | — | $200M | $187M |
| EPS (diluted) | $1.33 | — | $1.63 | $2.29 | $2.23 | — | $2.27 | $2.13 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $311M | $1.50B | $902M | $778M | $753M | $781M | $788M | $648M |
| Inventory | $835M | $316M | $331M | $341M | $349M | $315M | $326M | $303M |
| Total current assets | $2.30B | $2.23B | $1.67B | $1.59B | $1.56B | $1.54B | $1.59B | $1.42B |
| Total assets | $8.70B | $6.08B | $5.52B | $5.41B | $5.37B | $5.34B | $5.37B | $5.18B |
| Long-term debt | $4.25B | $2.88B | $2.39B | $2.39B | $2.40B | $2.40B | $2.40B | $2.40B |
| Total liabilities | $6.80B | $4.21B | $3.68B | $3.66B | $3.70B | $3.69B | $3.75B | $3.69B |
| Total equity | $1.90B | $1.87B | $1.84B | $1.75B | $1.67B | $1.65B | $1.62B | $1.48B |