$1,607.80
▼ -1.6% Today
as of Jun 7, 07:21 ET
Last 30 days
Overview
52-week range
$1.5K
$2.6K
10% of range
Avg surprise (last 2)
+10.4%
Avg reaction (last 2)
+1.5%
100% positive
Latest IV / EM
49%
EM ±4.6% · $1610 · 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 7, 2026 | Mar/2026 | $8.23 | $8.78 | -6.3% | -15.5% | +1.6% | earnings |
| Tue Sep 30, 2025 | Sep 2025 | $8.32 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $10.31 | — | — | — | — | financials |
| Wed May 7, 2025 | Mar/2025 | $9.74 | $7.67 | +27.0% | — | +1.5% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $7.83 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $10.48 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $6.78 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $7.16 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $5.16 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $8.85B | — | $7.41B | $6.79B | $5.93B | — | $5.31B | $5.07B |
| Cost of revenue | — | — | — | — | — | — | — | — |
| Gross profit | $3.86B | — | $3.21B | $3.09B | $2.77B | — | $2.44B | $2.37B |
| Operating income | $611M | — | $724M | $825M | $763M | — | $557M | $726M |
| Net income | $417M | — | $421M | $523M | $494M | — | $397M | $531M |
| EPS (diluted) | $8.23 | — | $8.32 | $10.31 | $9.74 | — | $7.83 | $10.48 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $3.68B | $3.67B | $2.58B | $3.01B | $2.98B | $2.63B | $2.16B | $2.82B |
| Inventory | $677M | $570M | $532M | $434M | $358M | $296M | $322M | $257M |
| Total current assets | $37.12B | $33.57B | $28.80B | $26.06B | $21.74B | $20.14B | $17.82B | $16.48B |
| Total assets | $46.93B | $42.67B | $36.69B | $32.95B | $27.68B | $25.20B | $22.62B | $20.03B |
| Long-term debt | $9.93B | $9.19B | $7.84B | $7.30B | $6.43B | $5.71B | $5.35B | $4.64B |
| Total liabilities | $39.65B | $35.92B | $30.47B | $27.23B | $22.68B | $20.84B | $18.62B | $16.37B |
| Total equity | $7.28B | $6.75B | $6.22B | $5.71B | $5.00B | $4.35B | $4.00B | $3.66B |