$212.72
▼ -2.2% Today
as of Jun 7, 07:14 ET
Last 30 days
Overview
52-week range
$172
$244
57% of range
Avg surprise (last 2)
+9.4%
Avg reaction (last 2)
-3.6%
50% positive
Latest IV / EM
43%
EM ±5.9% · $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 |
|---|---|---|---|---|---|---|---|
| Tue May 19, 2026 | Mar/2026 | $1.91 | $1.47 | +29.9% | -8.2% | +1.7% | earnings |
| Wed Dec 31, 2025 | Dec 2025 | $3.22 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $4.23 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $3.76 | — | — | — | — | financials |
| Tue May 20, 2025 | Mar/2025 | $2.08 | $2.34 | -11.1% | — | -8.8% | earnings |
| Tue Dec 31, 2024 | Dec 2024 | $3.56 | — | — | — | — | financials |
| Mon Sep 30, 2024 | Sep 2024 | $4.26 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $3.94 | — | — | — | — | financials |
| Sun Dec 31, 2023 | Dec 2023 | $3.72 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $4.26 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $3.40 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Cost of revenue | $395M | $439M | $449M | — | $380M | $420M | $422M | — |
| Gross profit | $161M | $200M | $186M | — | $178M | $204M | $187M | — |
| Operating income | — | — | — | — | $183M | $213M | $195M | — |
| Net income | $103M | $137M | $123M | — | $120M | $144M | $134M | — |
| EPS (diluted) | $3.22 | $4.23 | $3.76 | — | $3.56 | $4.26 | $3.94 | — |
Balance sheet (quarterly)
| Metric | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $419M | $35M | $60M | $20M | $31M | $94M | $47M | $35M |
| Inventory | $385M | $370M | $393M | $415M | $392M | $376M | $372M | $374M |
| Total current assets | $1.03B | $671M | $732M | $669M | $618M | $730M | $713M | $628M |
| Total assets | $3.84B | $3.41B | $3.40B | $3.26B | $3.04B | $3.12B | $3.04B | $2.95B |
| Long-term debt | $1.75B | $1.27B | $1.29B | $1.22B | $992M | $1.06B | $1.09B | $1.08B |
| Total liabilities | $2.35B | $1.87B | $1.91B | $1.81B | $1.55B | $1.69B | $1.69B | $1.64B |
| Total equity | $1.49B | $1.54B | $1.49B | $1.46B | $1.50B | $1.43B | $1.35B | $1.31B |