$446.71
▼ -3.4% Today
as of Jun 7, 07:26 ET
Last 30 days
Overview
52-week range
$305
$468
87% of range
Avg surprise (last 2)
+15.7%
Avg reaction (last 2)
+10.4%
100% positive
Latest IV / EM
38%
EM ±5.2% · $450 · 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 |
|---|---|---|---|---|---|---|---|
| Tue May 5, 2026 | Mar/2026 | $3.30 | $2.89 | +14.2% | +34.7% | +8.9% | earnings |
| Wed Dec 31, 2025 | Dec 2025 | $2.69 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $2.60 | — | — | — | — | financials |
| Wed May 7, 2025 | Mar/2025 | $2.45 | $2.09 | +17.2% | — | +11.9% | earnings |
| Tue Dec 31, 2024 | Dec 2024 | $1.61 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $2.02 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $2.31 | — | — | — | — | financials |
| Sun Dec 31, 2023 | Dec 2023 | $1.86 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $3.45 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Cost of revenue | $1.11B | $1.09B | — | $1.27B | $1.03B | $1.00B | — | $1.26B |
| Gross profit | $1.12B | $1.02B | — | $876M | $972M | $878M | — | $795M |
| Operating income | $530M | $435M | — | — | $408M | $321M | — | — |
| Net income | $350M | $305M | — | $295M | $252M | $184M | — | $232M |
| EPS (diluted) | $3.10 | $2.69 | — | $2.60 | $2.22 | $1.61 | — | $2.02 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $423M | $444M | $468M | $495M | $450M | $471M | $471M | $407M |
| Inventory | $1.23B | $1.22B | $1.25B | $1.25B | $1.18B | $1.23B | $1.29B | $1.36B |
| Total current assets | $4.08B | $3.99B | $3.91B | $3.91B | $3.77B | $3.75B | $3.88B | $3.92B |
| Total assets | $11.26B | $11.23B | $11.22B | $11.19B | $10.99B | $10.94B | $11.23B | $11.19B |
| Long-term debt | $2.57B | $2.57B | $2.61B | $2.62B | $2.57B | $2.56B | $2.56B | $2.56B |
| Total liabilities | — | — | — | — | — | — | — | — |
| Total equity | $3.52B | $3.75B | $3.65B | $3.46B | $3.44B | $3.38B | $3.50B | $3.33B |