$268.50
▼ -3.0% Today
as of Jun 7, 07:28 ET
Last 30 days
Overview
52-week range
$120
$278
94% of range
Avg surprise (last 1)
+2.9%
Avg reaction (last 1)
+3.4%
100% positive
Latest IV / EM
54%
EM ±7.4% · $270 · 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 Mar 31, 2026 | Mar 2026 | $2.78 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $2.74 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $2.01 | — | — | — | — | financials |
| Tue Apr 22, 2025 | Mar/2025 | $1.44 | $1.40 | +2.9% | — | +3.4% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $2.05 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $2.72 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $3.67 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $3.47 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $4.81 | — | — | — | — | 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 | $4.44B | — | $4.07B | $3.95B | $3.88B | — | $3.74B | $3.86B |
| Gross profit | $763M | — | $758M | $618M | $487M | — | $605M | $775M |
| Operating income | $538M | — | $508M | $383M | $275M | — | $395M | $559M |
| Net income | $403M | — | $404M | $299M | $217M | — | $318M | $428M |
| EPS (diluted) | $2.78 | — | $2.74 | $2.01 | $1.44 | — | $2.05 | $2.72 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $557M | $770M | $770M | $458M | $1.19B | $589M | $1.02B | $830M |
| Inventory | $3.91B | $3.74B | $3.20B | $3.26B | $3.10B | $3.11B | $3.04B | $3.07B |
| Total current assets | $6.80B | $6.48B | $6.08B | $5.69B | $6.22B | $5.43B | $6.44B | $6.24B |
| Total assets | $16.72B | $16.42B | $15.97B | $15.55B | $15.93B | $14.94B | $15.66B | $15.06B |
| Long-term debt | $4.18B | $4.18B | $3.78B | $3.78B | $3.78B | $2.80B | $2.80B | $2.21B |
| Total liabilities | $7.59B | $7.49B | $6.99B | $6.70B | $7.10B | $5.99B | $6.58B | $5.94B |
| Total equity | $9.16B | $8.96B | $9.00B | $8.86B | $8.82B | $8.93B | $9.08B | $9.13B |