$87.33
▲ +0.7% Today
as of Jun 7, 07:32 ET
Last 30 days
Overview
52-week range
$79
$108
28% of range
Avg surprise (last 1)
+2.8%
Avg reaction (last 1)
-11.6%
0% positive
Latest IV / EM
37%
EM ±5.2% · $85 · 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 | $1.22 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $1.16 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $0.77 | — | — | — | — | financials |
| Mon May 5, 2025 | Mar/2025 | $1.81 | $1.76 | +2.8% | — | -11.6% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $1.23 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $1.18 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $0.84 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $0.77 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $1.00 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.09B | — | $2.00B | $2.08B | $1.91B | — | $1.82B | $1.94B |
| Cost of revenue | $576M | — | $559M | $592M | $550M | — | $539M | $554M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $373M | — | $351M | $300M | $292M | — | $280M | $351M |
| Net income | $238M | — | $231M | $153M | $182M | — | $249M | $243M |
| EPS (diluted) | $1.22 | — | $1.16 | $0.77 | $0.91 | — | $1.23 | $1.18 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $424M | $592M | $1.29B | $557M | $1.38B | $526M | $569M | $420M |
| Inventory | $2.25B | $2.29B | $2.48B | $2.45B | $2.24B | $2.24B | $2.37B | $2.37B |
| Total current assets | $4.96B | $5.12B | $5.83B | $5.05B | $5.59B | $4.67B | $4.86B | $4.64B |
| Total assets | $22.72B | $23.09B | $23.49B | $22.87B | $22.18B | $21.37B | $21.72B | $21.52B |
| Long-term debt | $6.30B | $6.93B | $7.51B | $6.75B | $6.58B | $5.34B | $4.74B | $3.96B |
| Total liabilities | $10.04B | $10.39B | $10.72B | $10.33B | $9.78B | $8.89B | $9.34B | $8.77B |
| Total equity | $12.67B | $12.70B | $12.76B | $12.53B | $12.40B | $12.47B | $12.37B | $12.74B |