$212.65
▼ -3.7% Today
as of Jun 7, 07:29 ET
Last 30 days
Overview
52-week range
$162
$253
56% of range
Avg surprise (last 1)
+7.1%
Avg reaction (last 1)
+2.0%
100% positive
Latest IV / EM
51%
EM ±7.1% · $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 |
|---|---|---|---|---|---|---|---|
| Fri Mar 27, 2026 | Mar 2026 | $2.90 | — | — | — | — | financials |
| Fri Dec 26, 2025 | Dec 2025 | $2.53 | — | — | — | — | financials |
| Fri Jun 27, 2025 | Jun 2025 | $2.14 | — | — | — | — | financials |
| Wed Apr 23, 2025 | Mar/2025 | $2.10 | $1.96 | +7.1% | — | +2.0% | earnings |
| Fri Dec 27, 2024 | Dec 2024 | $1.75 | — | — | — | — | financials |
| Fri Jun 28, 2024 | Jun 2024 | $1.86 | — | — | — | — | financials |
| Fri Mar 29, 2024 | Mar 2024 | $1.75 | — | — | — | — | financials |
| Fri Dec 29, 2023 | Dec 2023 | $5.76 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $1.67 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.74B | $4.67B | — | $4.53B | $4.14B | $3.84B | — | $3.98B |
| Cost of revenue | $3.00B | $2.93B | — | $2.93B | $2.68B | $2.48B | — | $2.59B |
| Gross profit | $1.75B | $1.74B | — | $1.60B | $1.46B | $1.36B | — | $1.39B |
| Operating income | $954M | $963M | — | $857M | $748M | $690M | — | $755M |
| Net income | $855M | $750M | — | $638M | $13M | $528M | — | $573M |
| EPS (diluted) | $2.90 | $2.53 | — | $2.14 | $0.04 | $1.75 | — | $1.86 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $1.11B | $1.25B | $1.25B | $672M | $2.55B | $1.25B | $1.32B | $1.47B |
| Inventory | $3.00B | $2.95B | $2.70B | $2.83B | $2.60B | $2.62B | $2.52B | $2.67B |
| Total current assets | $8.24B | $8.37B | $7.97B | $7.61B | $9.07B | $7.52B | $7.63B | $7.71B |
| Total assets | $25.68B | $25.55B | $25.08B | $24.87B | $23.66B | $22.44B | $22.85B | $22.90B |
| Long-term debt | $5.55B | $4.86B | $4.84B | $4.85B | $3.26B | $3.29B | $3.33B | $2.95B |
| Total liabilities | $12.30B | $12.42B | $12.35B | $12.34B | $11.44B | $9.91B | $10.37B | $10.14B |
| Total equity | — | — | — | — | — | — | — | — |