$206.07
▼ -6.4% Today
as of Jun 7, 07:26 ET
Last 30 days
Overview
52-week range
$151
$306
36% of range
Avg surprise (last 2)
+9.5%
Avg reaction (last 2)
+1.9%
50% positive
Latest IV / EM
51%
EM ±7.0% · $210 · 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 | $3.11 | $2.86 | +8.7% | +106.0% | +4.9% | earnings |
| Tue Sep 30, 2025 | Sep 2025 | $1.92 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $2.01 | — | — | — | — | financials |
| Wed May 7, 2025 | Mar/2025 | $1.51 | $1.37 | +10.2% | — | -1.0% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $1.46 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $1.23 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $0.72 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $0.75 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $0.97 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $469M | — | $252M | $210M | $193M | — | $194M | $174M |
| Cost of revenue | — | — | — | — | — | — | — | — |
| Gross profit | $315M | — | $185M | $152M | $134M | — | $129M | $113M |
| Operating income | $297M | — | $162M | $142M | $123M | — | $119M | $102M |
| Net income | $281M | — | $127M | $132M | $113M | — | $96M | $81M |
| EPS (diluted) | $3.30 | — | $1.92 | $2.01 | $1.72 | — | $1.46 | $1.23 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $234M | $234M | $173M | $248M | $241M | $195M | $128M | $74M |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $412M | $377M | $287M | $342M | $316M | $275M | $202M | $133M |
| Total assets | $9.49B | $9.54B | $4.47B | $3.57B | $3.46B | $3.39B | $3.30B | $3.27B |
| Long-term debt | $596M | $895M | $770M | — | — | $0 | $0 | $0 |
| Total liabilities | $2.03B | $2.33B | $1.05B | $253M | $243M | $261M | $251M | $288M |
| Total equity | $7.42B | $7.16B | $3.41B | $3.31B | $3.20B | $3.12B | $3.04B | $2.97B |