$395.94
▼ -5.4% Today
as of Jun 7, 07:14 ET
Last 30 days
Overview
52-week range
$312
$435
68% of range
Avg surprise (last 2)
+1.6%
Avg reaction (last 2)
-1.7%
0% positive
Latest IV / EM
50%
EM ±4.7% · $395 · 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 |
|---|---|---|---|---|---|---|---|
| Tue May 5, 2026 | Mar/2026 | $2.81 | $2.74 | +2.5% | +3.3% | -2.7% | earnings |
| Tue Sep 30, 2025 | Sep 2025 | $2.59 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $2.51 | — | — | — | — | financials |
| Fri May 2, 2025 | Mar/2025 | $2.72 | $2.70 | +0.7% | — | -0.6% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $2.53 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $2.48 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $2.04 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $2.22 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $1.86 | — | — | — | — | 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 | $4.80B | — | $4.31B | $4.43B | $3.93B | — | $3.90B | $3.94B |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $866M | — | $1.01B | $982M | $964M | — | $1.01B | $993M |
| EPS (diluted) | $2.22 | — | $2.59 | $2.51 | $2.45 | — | $2.53 | $2.48 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $565M | $622M | $328M | $398M | $1.78B | $555M | $473M | $540M |
| Inventory | $5.15B | $4.72B | $4.61B | $4.58B | $4.39B | $4.23B | $4.18B | $3.96B |
| Total current assets | $14.01B | $12.36B | $12.13B | $11.90B | $12.43B | $11.80B | $12.15B | $12.65B |
| Total assets | $55.09B | $41.25B | $40.65B | $40.51B | $39.21B | $38.38B | $39.24B | $39.38B |
| Long-term debt | — | — | — | — | — | — | — | — |
| Total liabilities | — | — | — | — | — | — | — | — |
| Total equity | $19.72B | $19.43B | $18.84B | $18.61B | $18.51B | $18.49B | $19.12B | $19.22B |