$386.85
Today
as of Jun 12, 16:55 ET
Last 30 days
Overview
52-week range
$227
$407
89% of range
Avg surprise (last 1)
+17.4%
Avg reaction (last 1)
-0.2%
0% positive
Latest IV / EM
39%
EM ±4.0% · $390 · 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 | $2.19 | — | — | — | — | financials |
| Wed Dec 31, 2025 | Dec 2025 | $2.17 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $1.76 | — | — | — | — | financials |
| Mon Apr 28, 2025 | Mar/2025 | $1.69 | $1.44 | +17.4% | — | -0.2% | earnings |
| Tue Dec 31, 2024 | Dec 2024 | $1.42 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $1.63 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $1.56 | — | — | — | — | financials |
| Sun Dec 31, 2023 | Dec 2023 | $1.46 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $1.37 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.09B | $996M | — | $915M | $884M | $773M | — | $848M |
| Cost of revenue | $775M | $704M | — | $666M | $644M | $583M | — | $618M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $134M | $134M | — | $108M | $109M | $87M | — | $102M |
| EPS (diluted) | $2.19 | $2.17 | — | $1.76 | $1.78 | $1.42 | — | $1.63 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $501M | $454M | $327M | $473M | $364M | $284M | $282M | $308M |
| Inventory | $704M | $689M | $655M | $657M | $635M | $632M | $609M | $615M |
| Total current assets | $2.27B | $2.05B | $1.88B | $2.06B | $1.91B | $1.72B | $1.74B | $1.79B |
| Total assets | $4.97B | $4.73B | $4.63B | $4.71B | $4.49B | $4.28B | $4.37B | $4.32B |
| Long-term debt | $453M | $457M | $457M | $504M | $490M | $483M | $570M | $563M |
| Total liabilities | $2.44B | $2.15B | $2.06B | $2.24B | $2.16B | $2.07B | $2.19B | $2.16B |
| Total equity | $2.53B | $2.59B | $2.57B | $2.47B | $2.34B | $2.21B | $2.18B | $2.16B |