$190.86
▼ -1.0% Today
as of Jun 7, 07:21 ET
Last 30 days
Overview
52-week range
$121
$312
37% of range
Avg surprise (last 1)
+3.8%
Avg reaction (last 1)
+3.4%
100% positive
Latest IV / EM
50%
EM ±7.0% · $190 · 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 | $0.27 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $1.51 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $4.75 | — | — | — | — | financials |
| Wed Apr 23, 2025 | Mar/2025 | $6.08 | $5.86 | +3.8% | — | +3.4% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $5.65 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $5.17 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $5.17 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $4.21 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $5.35 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $10.80B | — | $11.48B | $11.43B | $11.15B | — | $10.34B | $9.88B |
| Cost of revenue | $9.27B | — | $10.04B | $9.83B | $9.48B | — | $8.64B | $8.37B |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $83M | — | $137M | $373M | $433M | — | $467M | $434M |
| Net income | $14M | — | $79M | $255M | $298M | — | $326M | $301M |
| EPS (diluted) | $0.27 | — | $1.51 | $4.75 | $5.45 | — | $5.65 | $5.17 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $5.31B | $4.25B | $4.22B | $4.50B | $4.86B | $4.66B | $4.73B | $4.35B |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $13.33B | $12.44B | $12.55B | $13.11B | $13.26B | $12.77B | $12.88B | $12.33B |
| Total assets | $16.39B | $15.56B | $15.70B | $16.21B | $16.39B | $15.63B | $15.76B | $15.19B |
| Long-term debt | $3.77B | $3.77B | $3.66B | $3.38B | $3.57B | $2.92B | $2.33B | $2.18B |
| Total liabilities | $12.31B | $11.49B | $11.51B | $11.61B | $12.08B | $11.13B | $10.99B | $10.34B |
| Total equity | $4.08B | $4.07B | $4.19B | $4.60B | $4.31B | $4.50B | $4.77B | $4.84B |