$112.45
▼ -5.8% Today
as of Jun 7, 07:22 ET
Last 30 days
Overview
52-week range
$81
$211
24% of range
Avg surprise (last 1)
+14.4%
Avg reaction (last 1)
+6.0%
100% positive
Latest IV / EM
82%
EM ±7.6% · $112 · Jun 12
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 | $0.45 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $2.40 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $1.84 | — | — | — | — | financials |
| Wed Apr 23, 2025 | Mar/2025 | $2.31 | $2.02 | +14.4% | — | +6.0% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $2.07 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $1.26 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $1.67 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $1.17 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $5.08 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Cost of revenue | $940M | — | $774M | $724M | $651M | — | $584M | $552M |
| Gross profit | $2.83B | — | $2.63B | $2.49B | $2.44B | — | $2.21B | $2.08B |
| Operating income | $503M | — | $572M | $358M | $451M | — | $418M | $240M |
| Net income | $469M | — | $502M | $385M | $460M | — | $432M | $262M |
| EPS (diluted) | $0.45 | — | $2.40 | $1.84 | $0.44 | — | $2.07 | $1.26 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $2.70B | $3.73B | $2.73B | $3.12B | $3.37B | $2.30B | $1.89B | $2.16B |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $8.44B | $10.47B | $8.36B | $9.28B | $9.27B | $9.19B | $7.70B | $8.02B |
| Total assets | $24.38B | $26.04B | $21.79B | $22.05B | $20.97B | $20.38B | $18.43B | $18.21B |
| Long-term debt | — | — | — | — | — | — | — | — |
| Total liabilities | $12.65B | $13.07B | $10.49B | $11.12B | $10.83B | $10.77B | $9.14B | $9.54B |
| Total equity | $11.73B | $12.96B | $11.30B | $10.93B | $10.14B | $9.61B | $9.29B | $8.67B |