$154.93
▼ -0.5% Today
as of Jun 7, 07:21 ET
Last 30 days
Overview
52-week range
$111
$169
75% of range
Avg surprise (last 2)
+9.3%
Avg reaction (last 2)
+4.1%
50% positive
Latest IV / EM
44%
EM ±6.1% · $155 · 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 | $2.16 | $1.94 | +11.3% | +3.9% | +11.0% | earnings |
| Sat Sep 27, 2025 | Sep 2025 | $-10.15 | — | — | — | — | financials |
| Sat Jun 28, 2025 | Jun 2025 | $1.99 | — | — | — | — | financials |
| Wed May 7, 2025 | Mar/2025 | $2.08 | $1.94 | +7.2% | — | -2.8% | earnings |
| Sat Sep 28, 2024 | Sep 2024 | $2.11 | — | — | — | — | financials |
| Sat Jun 29, 2024 | Jun 2024 | $2.13 | — | — | — | — | financials |
| Sat Mar 30, 2024 | Mar 2024 | $1.59 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $2.01 | — | — | — | — | financials |
| Sat Jul 1, 2023 | Jul 2023 | $2.16 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Apr 2026 | Jan 2026 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $840M | — | $982M | $978M | $731M | — | $943M | $992M |
| Cost of revenue | $517M | — | $621M | $607M | $438M | — | $587M | $612M |
| Gross profit | $323M | — | $361M | $371M | $293M | — | $355M | $380M |
| Operating income | $133M | — | $-554M | $155M | $130M | — | $173M | $176M |
| Net income | $-50M | — | $-513M | $106M | $92M | — | $114M | $115M |
| EPS (diluted) | $-1.06 | — | $-10.15 | $1.99 | $1.69 | — | $2.11 | $2.13 |
Balance sheet (quarterly)
| Metric | Apr 2026 | Jan 2026 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $177M | $222M | $175M | $511M | $745M | $690M | $606M | $459M |
| Inventory | $728M | $693M | $920M | $889M | $878M | $842M | $906M | $920M |
| Total current assets | $1.65B | $2.74B | $1.97B | $2.26B | $2.41B | $2.33B | $2.29B | $2.14B |
| Total assets | $5.42B | $6.32B | $6.35B | $7.34B | $7.40B | $7.28B | $7.20B | $7.03B |
| Long-term debt | $1.83B | $2.13B | $2.03B | $2.33B | $2.34B | $2.35B | $2.36B | $2.36B |
| Total liabilities | — | — | — | — | — | — | — | — |
| Total equity | $2.37B | $2.78B | $2.94B | $3.62B | $3.73B | $3.64B | $3.59B | $3.42B |