$312.07
▲ +1.3% Today
as of Jun 7, 07:30 ET
Last 30 days
Overview
52-week range
$284
$621
8% of range
Avg surprise (last 1)
+7.1%
Avg reaction (last 1)
+1.0%
100% positive
Latest IV / EM
52%
EM ±7.2% · $310 · 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 | $1.88 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $1.93 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $1.93 | — | — | — | — | financials |
| Wed Apr 23, 2025 | Mar/2025 | $2.10 | $1.96 | +7.1% | — | +1.0% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $1.74 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $1.57 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $1.26 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $1.10 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $1.15 | — | — | — | — | 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 | $317M | — | $314M | $323M | $298M | — | $306M | $303M |
| Gross profit | $296M | — | $281M | $273M | $267M | — | $237M | $238M |
| Operating income | $100M | — | $98M | $96M | $89M | — | $83M | $78M |
| Net income | $81M | — | $84M | $85M | $81M | — | $76M | $68M |
| EPS (diluted) | $1.88 | — | $1.93 | $1.93 | $1.84 | — | $1.74 | $1.57 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $316M | $1.02B | $834M | $787M | $706M | $745M | $538M | $251M |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $1.04B | $1.84B | $1.74B | $1.72B | $1.47B | $1.44B | $1.24B | $1.04B |
| Total assets | $4.80B | $5.64B | $5.46B | $5.43B | $5.19B | $5.18B | $5.00B | $4.82B |
| Long-term debt | — | — | — | — | — | — | $598M | $597M |
| Total liabilities | $1.24B | $1.94B | $1.85B | $1.79B | $1.68B | $1.79B | $1.72B | $1.69B |
| Total equity | $3.56B | $3.70B | $3.60B | $3.63B | $3.51B | $3.39B | $3.28B | $3.13B |