$301.65
▼ -8.7% Today
as of Jun 7, 07:21 ET
Last 30 days
Overview
52-week range
$86
$342
84% of range
Avg surprise (last 2)
+17.7%
Avg reaction (last 2)
+2.2%
100% positive
Latest IV / EM
72%
EM ±9.9% · $300 · 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 |
|---|---|---|---|---|---|---|---|
| Wed May 6, 2026 | Mar/2026 | $2.30 | $2.00 | +15.0% | +34.5% | +2.1% | earnings |
| Tue Sep 30, 2025 | Sep 2025 | $1.10 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $0.92 | — | — | — | — | financials |
| Wed May 7, 2025 | Mar/2025 | $1.71 | $1.42 | +20.4% | — | +2.2% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $0.92 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $0.33 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $0.22 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $0.58 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $-26.47 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.08B | — | $988M | $973M | $936M | — | $896M | $887M |
| Cost of revenue | — | — | — | — | — | — | — | — |
| Gross profit | $507M | — | $461M | $453M | $444M | — | $432M | $419M |
| Operating income | $149M | — | $138M | $135M | $111M | — | $128M | $127M |
| Net income | $84M | — | $74M | $62M | $52M | — | $62M | $23M |
| EPS (diluted) | $1.18 | — | $1.10 | $0.92 | $0.77 | — | $0.92 | $0.33 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $463M | $418M | $413M | $498M | $407M | $420M | $439M | $505M |
| Inventory | $949M | $921M | $934M | $918M | $894M | $893M | $940M | $938M |
| Total current assets | $2.54B | $2.51B | $2.54B | $2.48B | $2.43B | $2.47B | $2.67B | $2.65B |
| Total assets | $8.73B | $8.80B | $8.78B | $8.83B | $8.56B | $8.59B | $9.02B | $8.86B |
| Long-term debt | — | — | — | — | — | — | — | — |
| Total liabilities | $5.92B | $6.08B | $6.18B | $6.27B | $6.20B | $6.27B | $6.62B | $6.63B |
| Total equity | $2.81B | $2.72B | $2.60B | $2.55B | $2.35B | $2.32B | $2.40B | $2.23B |