EA earnings at a glance
The options market is pricing a move of about ±0.2% after the report, a range of roughly $209.35 to $210.05 from today's $209.70. Over its last 2 reports the stock rose the next day 0 times and fell 2, moving ±0.1% on average; after the most recent report on May 5, 2026 it moved -0.1%. That means options currently expect more movement than EA has typically delivered. EA beat the consensus EPS estimate in 2 of its last 3 reported quarters. Implied volatility is currently 2%. The share price of $209.70 sits near its 52-week high.
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Overview
Earnings trends
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Tue May 5, 2026 | Mar/2026 | $1.11 | $1.66 | -33.1% | +7.8% | -0.1% | earnings |
| Wed Dec 31, 2025 | Dec 2025 | $0.35 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $0.54 | — | — | — | — | financials |
| Tue Jul 29, 2025 | Jun/2025 | $-0.23 | $-0.38 | +39.5% | — | — | earnings |
| Tue May 6, 2025 | Mar/2025 | $1.03 | $0.61 | +68.8% | — | -0.1% | earnings |
| Tue Dec 31, 2024 | Dec 2024 | $1.11 | — | — | — | — | financials |
| Mon Sep 30, 2024 | Sep 2024 | $1.11 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $1.04 | — | — | — | — | financials |
| Sun Dec 31, 2023 | Dec 2023 | $1.07 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $1.47 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $1.47 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | $1.67B | — | $1.88B | $2.02B | $1.66B | — |
| Cost of revenue | $498M | $443M | $279M | — | $456M | $456M | $263M | — |
| Gross profit | $1.40B | $1.40B | $1.39B | — | $1.43B | $1.57B | $1.40B | — |
| Operating income | $127M | $200M | $271M | — | $377M | $384M | $364M | — |
| Net income | $88M | $137M | $201M | — | $293M | $294M | $280M | — |
| EPS (diluted) | $0.35 | $0.54 | $0.79 | — | $1.11 | $1.11 | $1.04 | — |
Balance sheet (quarterly)
| Metric | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $2.78B | $1.15B | $1.52B | $2.14B | $2.78B | $2.20B | $2.40B | $2.90B |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $4.11B | $2.72B | $2.54B | $3.28B | $4.27B | $3.97B | $3.59B | $4.25B |
| Total assets | $13.28B | $11.85B | $11.70B | $12.37B | $13.45B | $13.14B | $12.71B | $13.42B |
| Long-term debt | — | — | — | — | — | — | — | — |
| Total liabilities | $7.13B | $5.85B | $5.62B | $5.98B | $6.04B | $5.73B | $5.31B | $5.91B |
| Total equity | $6.15B | $6.00B | $6.08B | $6.39B | $7.41B | $7.41B | $7.40B | $7.51B |
Implied volatility — last 90 days
Sector peers
EA earnings FAQ
What is EA's expected move for earnings?
Options currently price a move of about ±0.2%, or $0.35 per share either way from $209.70.
How does EA stock usually react to earnings?
Across the last 2 reports the average next-day move was ±0.1%, up 0 times and down 2 times.
What is EA's implied volatility?
EA's at-the-money implied volatility is about 2% based on the latest options snapshot.