$137.00
▼ -1.3% Today
as of Jun 7, 07:25 ET
Last 30 days
Overview
52-week range
$131
$220
7% of range
Avg surprise (last 2)
+34.4%
Avg reaction (last 2)
+0.1%
50% positive
Latest IV / EM
45%
EM ±6.3% · $135 · 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 |
|---|---|---|---|---|---|---|---|
| Wed May 6, 2026 | Mar/2026 | $2.11 | $1.61 | +31.1% | +44.5% | -0.6% | earnings |
| Wed Dec 31, 2025 | Dec 2025 | $1.39 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $1.17 | — | — | — | — | financials |
| Wed Apr 30, 2025 | Mar/2025 | $1.46 | $1.06 | +37.7% | — | +0.9% | earnings |
| Tue Dec 31, 2024 | Dec 2024 | $0.68 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $0.57 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $0.95 | — | — | — | — | financials |
| Sun Dec 31, 2023 | Dec 2023 | $0.55 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $0.51 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $774M | $686M | — | $644M | $636M | $565M | — | $519M |
| Cost of revenue | — | — | — | — | — | — | — | — |
| Gross profit | $661M | $568M | — | $534M | $530M | $453M | — | $407M |
| Operating income | $296M | $221M | — | $210M | $223M | $116M | — | $96M |
| Net income | $591M | $167M | — | $141M | $163M | $82M | — | $69M |
| EPS (diluted) | $4.98 | $1.39 | — | $1.17 | $1.35 | $0.68 | — | $0.57 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $439M | $210M | $184M | $199M | $235M | $196M | $266M | $248M |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $1.50B | $1.39B | $1.38B | $1.09B | $1.13B | $1.08B | $1.30B | $1.09B |
| Total assets | $6.54B | $6.43B | $6.62B | $6.23B | $6.16B | $6.08B | $6.38B | $6.13B |
| Long-term debt | $1.17B | $1.17B | $1.17B | $1.21B | $1.36B | $1.02B | $1.23B | $1.29B |
| Total liabilities | $2.68B | $2.58B | $2.79B | $2.72B | $2.78B | $2.85B | $3.17B | $3.11B |
| Total equity | $3.86B | $3.84B | $3.83B | $3.51B | $3.39B | $3.23B | $3.21B | $3.01B |