$89.55
▲ +1.1% Today
as of Jun 7, 07:21 ET
Last 30 days
Overview
52-week range
$58
$90
97% of range
Avg surprise (last 2)
+5.8%
Avg reaction (last 2)
-1.1%
0% positive
Latest IV / EM
27%
EM ±3.8% · $90 · 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 | $0.58 | $0.53 | +9.4% | +23.4% | -1.6% | earnings |
| Thu May 8, 2025 | Mar/2025 | $0.47 | $0.46 | +2.2% | — | -0.7% | earnings |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.35B | — | $2.20B | $2.11B | $1.85B | — | $1.88B | $1.90B |
| Cost of revenue | $1.06B | — | $973M | $935M | $807M | — | $881M | $881M |
| Gross profit | $1.29B | — | $1.22B | $1.18B | $1.05B | — | $1000M | $1.02B |
| Operating income | $730M | — | $675M | $632M | $570M | — | $480M | $527M |
| Net income | $569M | — | $524M | $489M | $443M | — | $371M | $425M |
| EPS (diluted) | — | — | — | — | — | — | — | — |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $2.04B | $2.09B | $2.29B | $1.93B | $1.90B | $1.53B | $1.63B | $1.56B |
| Inventory | $828M | $800M | $705M | $658M | $725M | $737M | $770M | $834M |
| Total current assets | $5.91B | $5.36B | $5.07B | $4.43B | $4.14B | $3.64B | $3.90B | $3.95B |
| Total assets | $10.84B | $9.99B | $9.61B | $8.73B | $8.23B | $7.72B | $8.05B | $8.06B |
| Long-term debt | — | — | — | — | $199M | $374M | $749M | $749M |
| Total liabilities | — | — | — | — | — | — | — | — |
| Total equity | $8.73B | $8.25B | $7.75B | $7.19B | $6.52B | $5.96B | $5.78B | $5.87B |