$135.50
▼ -0.0% Today
as of Jun 12, 16:55 ET
Last 30 days
Overview
52-week range
$132
$187
6% of range
Avg surprise (last 2)
+6.8%
Avg reaction (last 1)
-1.0%
0% positive
Latest IV / EM
49%
EM ±5.0% · $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 |
|---|---|---|---|---|---|---|---|
| Tue Mar 31, 2026 | Mar 2026 | $2.22 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $2.30 | — | — | — | — | financials |
| Wed Jul 23, 2025 | Jun/2025 | $3.22 | $3.15 | +2.2% | — | — | earnings |
| Wed Apr 30, 2025 | Mar/2025 | $3.24 | $2.91 | +11.3% | — | -1.0% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $2.52 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $1.83 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $1.55 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $0.42 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $2.20 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $674M | — | $692M | $660M | $637M | — | $666M | $674M |
| Cost of revenue | $280M | — | $274M | $273M | $270M | — | $249M | $264M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $158M | — | $184M | $157M | $157M | — | $196M | $168M |
| Net income | $78M | — | $80M | $68M | $72M | — | $103M | $77M |
| EPS (diluted) | $2.22 | — | $2.30 | $1.98 | $1.81 | — | $2.52 | $1.83 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $634M | $906M | $813M | $773M | $610M | $596M | $535M | $683M |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $10.71B | $9.71B | $9.72B | $9.90B | $9.17B | $8.52B | $9.11B | $9.38B |
| Total assets | $15.43B | $14.40B | $14.43B | $14.67B | $13.96B | $13.32B | $13.96B | $14.25B |
| Long-term debt | $3.61B | $3.53B | $3.72B | $3.91B | $4.10B | $3.08B | $3.14B | $2.96B |
| Total liabilities | $14.15B | $13.16B | $13.31B | $13.69B | $13.15B | $11.83B | $12.28B | $12.46B |
| Total equity | $1.27B | $1.23B | $1.12B | $979M | $810M | $1.49B | $1.68B | $1.78B |