$108.13
▼ -0.8% Today
as of Jun 7, 07:12 ET
Last 30 days
Overview
52-week range
$79
$126
61% of range
Avg surprise (last 2)
+47.0%
Avg reaction (last 2)
+3.3%
100% positive
Latest IV / EM
47%
EM ±4.4% · $108 · Jun 12
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 21, 2026 | Mar/2026 | $0.96 | $0.81 | +18.5% | -4.0% | +4.5% | earnings |
| Wed Dec 31, 2025 | Dec 2025 | $3.33 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $1.82 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $0.93 | — | — | — | — | financials |
| Thu May 22, 2025 | Mar/2025 | $1.00 | $0.57 | +75.4% | — | +2.2% | earnings |
| Tue Dec 31, 2024 | Dec 2024 | $3.00 | — | — | — | — | financials |
| Mon Sep 30, 2024 | Sep 2024 | $1.59 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $0.75 | — | — | — | — | financials |
| Sun Dec 31, 2023 | Dec 2023 | $2.52 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $1.14 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $2.41 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.96B | $1.43B | $965M | — | $1.83B | $1.31B | $825M | — |
| Cost of revenue | $786M | $627M | $427M | — | $725M | $578M | $355M | — |
| Gross profit | $1.17B | $804M | $538M | — | $1.10B | $733M | $470M | — |
| Operating income | $614M | $327M | $165M | — | $567M | $305M | $133M | — |
| Net income | $481M | $268M | $139M | — | $457M | $242M | $116M | — |
| EPS (diluted) | $3.33 | $1.82 | $0.93 | — | $3.00 | $1.59 | $0.75 | — |
Balance sheet (quarterly)
| Metric | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $2.09B | $1.41B | $1.72B | $1.89B | $2.24B | $1.23B | $1.44B | $1.50B |
| Inventory | $633M | $836M | $849M | $495M | $577M | $778M | $753M | $474M |
| Total current assets | $3.28B | $2.97B | $3.07B | $2.86B | $3.27B | $2.70B | $2.61B | $2.44B |
| Total assets | $4.10B | $3.78B | $3.84B | $3.57B | $3.96B | $3.40B | $3.31B | $3.14B |
| Long-term debt | — | — | — | — | — | — | — | — |
| Total liabilities | — | — | — | — | — | — | — | — |
| Total equity | $2.61B | $2.47B | $2.47B | $2.51B | $2.63B | $2.22B | $2.07B | $2.11B |