$192.62
▼ -5.1% Today
as of Jun 7, 07:14 ET
Last 30 days
Overview
52-week range
$134
$215
73% of range
Avg surprise (last 2)
+15.1%
Avg reaction (last 2)
+0.1%
50% positive
Latest IV / EM
45%
EM ±6.3% · $195 · 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 |
|---|---|---|---|---|---|---|---|
| Mon May 4, 2026 | Mar/2026 | $4.23 | $3.55 | +19.1% | -6.8% | +2.9% | earnings |
| Tue Sep 30, 2025 | Sep 2025 | $3.51 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $2.38 | — | — | — | — | financials |
| Mon May 5, 2025 | Mar/2025 | $4.54 | $4.09 | +11.0% | — | -2.7% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $3.19 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $4.66 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $4.28 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $5.07 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $3.05 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.24B | — | $3.92B | $3.68B | $4.05B | — | $2.65B | $2.48B |
| Cost of revenue | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $116M | — | $1.24B | $1.14B | $1.67B | — | $710M | $1.16B |
| Net income | $25M | — | $1.02B | $699M | $1.41B | — | $659M | $837M |
| EPS (diluted) | $0.08 | — | $3.51 | $2.38 | $4.83 | — | $3.19 | $4.66 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $174M | $104M | $159M | $219M | $1.82B | $161M | $370M | $6.91B |
| Inventory | $79M | $86M | $86M | $115M | $117M | $116M | $126M | $55M |
| Total current assets | $2.70B | $1.92B | $2.58B | $2.07B | $4.08B | $2.11B | $2.02B | $7.83B |
| Total assets | $70.08B | $71.06B | $76.21B | $71.94B | $70.07B | $67.29B | $65.75B | $35.64B |
| Long-term debt | $13.15B | $13.73B | $15.85B | $15.12B | $13.00B | $12.07B | $11.92B | $11.98B |
| Total liabilities | $27.44B | $28.09B | $30.58B | $29.12B | $28.32B | $27.43B | $26.93B | $17.11B |
| Total equity | $36.47B | $36.97B | $39.09B | $38.88B | $38.47B | $37.74B | $37.43B | $17.45B |