$94.14
▲ +5.0% Today
as of Jun 7, 07:11 ET
Last 30 days
Overview
52-week range
$85
$132
20% of range
Avg surprise (last 1)
-7.6%
Avg reaction (last 1)
-0.5%
0% positive
Latest IV / EM
42%
EM ±5.9% · $95 · 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 Mar 31, 2026 | Mar 2026 | $1.54 | — | — | — | — | financials |
| Wed Dec 31, 2025 | Dec 2025 | $1.29 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $0.65 | — | — | — | — | financials |
| Mon May 5, 2025 | Mar/2025 | $1.45 | $1.57 | -7.6% | — | -0.5% | earnings |
| Tue Dec 31, 2024 | Dec 2024 | $1.54 | — | — | — | — | financials |
| Mon Sep 30, 2024 | Sep 2024 | $0.80 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $-0.41 | — | — | — | — | financials |
| Sun Dec 31, 2023 | Dec 2023 | $0.75 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $0.17 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Cost of revenue | $948M | $951M | $833M | — | $924M | $948M | $955M | — |
| Gross profit | $722M | $722M | $596M | — | $744M | $738M | $807M | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $187M | $157M | $80M | — | $186M | $193M | $99M | — |
| EPS (diluted) | $1.54 | $1.29 | $0.65 | — | $1.50 | $1.54 | $0.80 | — |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $1.19B | $227M | $166M | $167M | $226M | $290M | $278M | $202M |
| Inventory | $588M | $608M | $577M | $523M | $635M | $592M | $594M | $637M |
| Total current assets | $2.65B | $1.73B | $1.70B | $1.61B | $1.59B | $1.63B | $1.58B | $1.62B |
| Total assets | $6.44B | $5.61B | $5.53B | $5.56B | $5.51B | $5.58B | $5.50B | $5.75B |
| Long-term debt | $2.49B | $2.49B | $2.48B | $2.48B | $2.48B | $2.48B | $2.48B | $2.48B |
| Total liabilities | $6.34B | $5.58B | $5.39B | $5.08B | $5.32B | $5.46B | $5.27B | $5.26B |
| Total equity | $-67M | $-125M | $-22M | $321M | $27M | $-41M | $60M | $328M |