$80.88
▼ -2.6% Today
as of Jun 7, 06:55 ET
Last 30 days
Overview
52-week range
$58
$89
72% of range
Avg surprise (last 2)
+5.8%
Avg reaction (last 2)
+1.7%
50% positive
Latest IV / EM
49%
EM ±6.8% · $80 · 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 |
|---|---|---|---|---|---|---|---|
| Tue May 5, 2026 | Mar/2026 | $1.61 | $1.47 | +9.5% | -15.3% | +4.1% | earnings |
| Wed Dec 31, 2025 | Dec 2025 | $1.37 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $1.86 | — | — | — | — | financials |
| Mon May 5, 2025 | Mar/2025 | $1.90 | $1.86 | +2.1% | — | -0.6% | earnings |
| Tue Dec 31, 2024 | Dec 2024 | $1.67 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $1.94 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $1.49 | — | — | — | — | financials |
| Sun Dec 31, 2023 | Dec 2023 | $0.88 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $1.43 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $904M | $849M | — | $923M | $936M | $955M | — | $1.02B |
| Cost of revenue | $694M | $638M | — | $679M | $695M | $720M | — | $760M |
| Gross profit | $210M | $211M | — | $244M | $241M | $235M | — | $256M |
| Operating income | $129M | $129M | — | $167M | $162M | $155M | — | $172M |
| Net income | $68M | $73M | — | $101M | $94M | $93M | — | $109M |
| EPS (diluted) | $1.27 | $1.37 | — | $1.86 | $1.69 | $1.67 | — | $1.94 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $252M | $230M | $258M | $239M | $213M | $183M | $223M | $197M |
| Inventory | $522M | $503M | $504M | $531M | $541M | $536M | $552M | $553M |
| Total current assets | $1.55B | $1.46B | $1.54B | $1.57B | $1.60B | $1.50B | $1.60B | $1.59B |
| Total assets | $3.90B | $3.76B | $3.81B | $3.84B | $3.78B | $3.64B | $3.74B | $3.58B |
| Long-term debt | $863M | $854M | $856M | $1.10B | $1.09B | $1.09B | $1.09B | $1.08B |
| Total liabilities | — | — | — | — | — | — | — | — |
| Total equity | $1.57B | $1.57B | $1.55B | $1.54B | $1.43B | $1.37B | $1.43B | $1.35B |