$371.38
▲ +0.6% Today
as of Jun 7, 07:32 ET
Last 30 days
Overview
52-week range
$323
$495
28% of range
Avg surprise (last 1)
-15.7%
Avg reaction (last 1)
-11.3%
0% positive
Latest IV / EM
40%
EM ±5.5% · $370 · 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 | $1.87 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $3.98 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $4.52 | — | — | — | — | financials |
| Wed Apr 23, 2025 | Mar/2025 | $1.93 | $2.29 | -15.7% | — | -11.3% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $4.22 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $4.49 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $2.17 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $4.35 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $4.42 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.53B | — | $2.07B | $2.06B | $1.53B | — | $2.16B | $2.14B |
| Cost of revenue | $1.11B | — | $1.50B | $1.46B | $1.10B | — | $1.59B | $1.56B |
| Gross profit | $428M | — | $569M | $603M | $430M | — | $566M | $580M |
| Operating income | $110M | — | $235M | $272M | $112M | — | $250M | $269M |
| Net income | $79M | — | $162M | $184M | $80M | — | $171M | $181M |
| EPS (diluted) | $1.87 | — | $3.98 | $4.52 | $1.93 | — | $4.22 | $4.49 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $393M | $433M | $324M | $293M | $432M | $526M | $294M | $225M |
| Inventory | $1.72B | $1.39B | $1.60B | $1.95B | $1.78B | $1.39B | $1.60B | $1.57B |
| Total current assets | $3.18B | $2.95B | $3.12B | $3.30B | $3.04B | $3.08B | $3.13B | $3.03B |
| Total assets | $4.65B | $4.41B | $4.55B | $4.73B | $4.45B | $4.48B | $4.52B | $4.40B |
| Long-term debt | — | — | — | — | — | — | — | — |
| Total liabilities | — | — | — | — | — | — | — | — |
| Total equity | $2.76B | $2.78B | $2.81B | $2.76B | $2.67B | $2.66B | $2.70B | $2.61B |