$80.00
Today
as of Jun 7, 07:16 ET
Last 30 days
Overview
52-week range
$52
$101
57% of range
Avg surprise (last 2)
+6.8%
Avg reaction (last 2)
-1.7%
50% positive
Latest IV / EM
38%
EM ±5.3% · $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 |
|---|---|---|---|---|---|---|---|
| Thu May 7, 2026 | Mar/2026 | $1.12 | $0.92 | +21.7% | +64.7% | -4.7% | earnings |
| Tue Sep 30, 2025 | Sep 2025 | $0.88 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $1.49 | — | — | — | — | financials |
| Thu May 8, 2025 | Mar/2025 | $0.68 | $0.74 | -8.1% | — | +1.3% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $0.38 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $0.23 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $-0.05 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $0.01 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $0.57 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $760M | — | $769M | $745M | $598M | — | $626M | $630M |
| Cost of revenue | $234M | — | $253M | $249M | $195M | — | $271M | $260M |
| Gross profit | — | — | — | — | — | — | — | $370M |
| Operating income | $150M | — | $137M | $76M | $97M | — | $48M | $50M |
| Net income | $124M | — | $119M | $203M | $75M | — | $52M | $32M |
| EPS (diluted) | $0.90 | — | $0.88 | $1.49 | $0.54 | — | $0.38 | $0.23 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $561M | $526M | — | — | — | — | — | — |
| Inventory | $773M | $759M | $772M | $772M | $664M | $659M | $718M | $770M |
| Total current assets | $2.20B | $2.13B | $1.92B | $1.73B | $1.71B | $2.18B | $2.06B | $1.92B |
| Total assets | $5.44B | $5.30B | $5.10B | $4.96B | $4.71B | $5.25B | $5.09B | $4.99B |
| Long-term debt | — | — | — | — | — | — | — | — |
| Total liabilities | $707M | $730M | $697M | $665M | $623M | $1.07B | $1.02B | $1.02B |
| Total equity | $4.73B | $4.57B | $4.40B | $4.30B | $4.09B | $4.18B | $4.07B | $3.98B |