$203.49
▲ +0.5% Today
as of Jun 7, 07:29 ET
Last 30 days
Overview
52-week range
$152
$227
69% of range
Avg surprise (last 2)
+33.4%
Avg reaction (last 2)
+0.7%
50% positive
Latest IV / EM
45%
EM ±6.2% · $200 · 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 | $1.12 | $0.91 | +23.1% | +62.3% | +1.9% | earnings |
| Tue Sep 30, 2025 | Sep 2025 | $0.47 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $1.17 | — | — | — | — | financials |
| Thu May 8, 2025 | Mar/2025 | $0.69 | $0.48 | +43.8% | — | -0.4% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $0.28 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $0.72 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $-1.26 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $-0.26 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.60B | — | $1.12B | $1.31B | $1.27B | — | $1.54B | $1.19B |
| Cost of revenue | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $338M | — | $172M | $368M | $237M | — | $35M | $115M |
| Net income | $89M | — | $41M | $98M | $58M | — | $23M | $59M |
| EPS (diluted) | $1.12 | — | $0.47 | $1.17 | $0.69 | — | $0.28 | $0.72 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $789M | $831M | $861M | $535M | $471M | $620M | $457M | $278M |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $2.93B | $2.33B | $2.21B | $1.91B | $1.52B | $1.53B | $894M | $749M |
| Total assets | $16.02B | $15.50B | $15.55B | $15.34B | $15.01B | $15.11B | $12.77B | $12.72B |
| Long-term debt | $4.59B | $3.72B | $3.70B | $2.72B | $2.73B | $2.74B | $2.70B | $2.70B |
| Total liabilities | $7.50B | $6.25B | $6.10B | $4.98B | $4.82B | $4.97B | $4.09B | $4.09B |
| Total equity | $3.38B | $3.74B | $3.82B | $4.27B | $4.16B | $4.09B | $4.04B | $3.99B |