$219.09
▼ -2.4% Today
as of Jun 7, 07:09 ET
Last 30 days
Overview
52-week range
$102
$233
89% of range
Avg surprise (last 2)
+54.1%
Avg reaction (last 2)
+0.2%
50% positive
Latest IV / EM
48%
EM ±6.7% · $220 · 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 |
|---|---|---|---|---|---|---|---|
| Thu May 7, 2026 | Mar/2026 | $5.22 | $2.81 | +85.8% | +190.0% | -1.1% | earnings |
| Sat Sep 27, 2025 | Sep 2025 | $2.09 | — | — | — | — | financials |
| Sat Jun 28, 2025 | Jun 2025 | $3.59 | — | — | — | — | financials |
| Thu May 1, 2025 | Mar/2025 | $1.80 | $1.47 | +22.4% | — | +1.5% | earnings |
| Sat Sep 28, 2024 | Sep 2024 | $1.88 | — | — | — | — | financials |
| Sat Jun 29, 2024 | Jun 2024 | $2.01 | — | — | — | — | financials |
| Sat Mar 30, 2024 | Mar 2024 | $1.53 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $3.53 | — | — | — | — | financials |
| Sat Jul 1, 2023 | Jul 2023 | $4.12 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Apr 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $9.47B | — | $7.71B | $7.58B | $6.81B | — | $6.82B | $6.89B |
| Cost of revenue | $8.38B | — | $6.88B | $6.73B | $6.04B | — | $6.04B | $6.05B |
| Gross profit | $1.09B | — | $835M | $849M | $774M | — | $785M | $846M |
| Operating income | $362M | — | $179M | $191M | $159M | — | $175M | $212M |
| Net income | $235M | — | $109M | $188M | $80M | — | $101M | $109M |
| EPS (diluted) | $4.55 | — | $2.09 | $3.59 | $1.51 | — | $1.88 | $2.01 |
Balance sheet (quarterly)
| Metric | Apr 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $287M | $306M | $214M | $222M | $232M | $189M | $248M | $213M |
| Inventory | $5.72B | $5.08B | $4.73B | $4.75B | $4.80B | $4.71B | $4.53B | $4.65B |
| Total current assets | $32.56B | $25.66B | $21.14B | $20.85B | $18.03B | $18.40B | $17.53B | $16.77B |
| Total assets | $35.95B | $29.08B | $24.53B | $24.25B | $21.40B | $21.76B | $20.93B | $20.11B |
| Long-term debt | $2.35B | $3.08B | $3.12B | $2.37B | $2.31B | $2.77B | $2.36B | $2.48B |
| Total liabilities | — | — | — | — | — | — | — | — |
| Total equity | $6.74B | $6.58B | $6.40B | $6.33B | $5.93B | $5.76B | $5.96B | $5.74B |