$232.11
▼ -5.5% Today
as of Jun 7, 07:32 ET
Last 30 days
Overview
52-week range
$199
$353
22% of range
Avg surprise (last 2)
+4.5%
Avg reaction (last 2)
+8.3%
100% positive
Latest IV / EM
48%
EM ±6.7% · $230 · 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 May 12, 2026 | Mar/2026 | $3.76 | $3.49 | +7.7% | +19.0% | +11.4% | earnings |
| Sat Sep 27, 2025 | Sep 2025 | $1.97 | — | — | — | — | financials |
| Sat Jun 28, 2025 | Jun 2025 | $2.19 | — | — | — | — | financials |
| Tue Apr 29, 2025 | Mar/2025 | $3.16 | $3.12 | +1.3% | — | +5.2% | earnings |
| Sat Sep 28, 2024 | Sep 2024 | $2.64 | — | — | — | — | financials |
| Sat Jun 29, 2024 | Jun 2024 | $2.17 | — | — | — | — | financials |
| Sat Mar 30, 2024 | Mar 2024 | $2.23 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $-0.28 | — | — | — | — | financials |
| Sat Jul 1, 2023 | Jul 2023 | $2.78 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Apr 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.50B | — | $1.32B | $1.29B | $1.31B | — | $1.25B | $1.22B |
| Cost of revenue | $753M | — | $686M | $677M | $663M | — | $642M | $628M |
| Gross profit | $742M | — | $634M | $616M | $645M | — | $613M | $589M |
| Operating income | $215M | — | $183M | $183M | $195M | — | $191M | $167M |
| Net income | $135M | — | $101M | $112M | $136M | — | $137M | $113M |
| EPS (diluted) | $2.72 | — | $1.97 | $2.19 | $2.62 | — | $2.64 | $2.17 |
Balance sheet (quarterly)
| Metric | Apr 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $114M | $125M | $1.05B | $872M | $879M | $901M | $676M | $411M |
| Inventory | $692M | $729M | $663M | $686M | $681M | $693M | $639M | $678M |
| Total current assets | $1.70B | $1.80B | $2.58B | $2.33B | $2.29B | $2.44B | $2.13B | $1.95B |
| Total assets | $8.33B | $8.50B | $8.07B | $7.94B | $7.90B | $7.97B | $7.69B | $7.49B |
| Long-term debt | $2.39B | $2.36B | $2.11B | $2.13B | $2.10B | $2.09B | $2.08B | $2.08B |
| Total liabilities | $4.86B | $4.91B | $4.32B | $4.32B | $4.27B | $4.38B | $4.27B | $4.20B |
| Total equity | $3.47B | $3.59B | $3.75B | $3.62B | $3.63B | $3.59B | $3.42B | $3.29B |