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Review earnings summary, surprise history, and upcoming forecasts.

wallet
Earnings Summary
Updated: 03/31/2026FY2026 Q1
Revenue
1,246M USD
YoY +13.7%
Operating Income
245M USD
YoY -3.8%
Net Income
397M USD
YoY +168.2%
EPS
2.06$
YoY +171.1%

Revenue

$1.2B
FY2024 Q2$2.1B
$2.1B
Q2
FY2024 Q3$3.1B
$3.1B
Q3
FY2024 Q4$4.2B
$4.2B
Q4
FY2025 Q1$1.1B
$1.1B
Q1
FY2025 Q2$2.2B
$2.2B
Q2
FY2025 Q3$3.4B
$3.4B
Q3
FY2025 Q4$4.6B
$4.6B
Q4
FY2026 Q1$1.2B
$1.2B
Q1
Actual
+$150M (+13.7%)

Net Income

$397.2M
FY2024 Q2$150.1M
$150.1M
Q2
FY2024 Q3$218.1M
$218.1M
Q3
FY2024 Q4$284.3M
$284.3M
Q4
FY2025 Q1$148.1M
$148.1M
Q1
FY2025 Q2$257.7M
$257.7M
Q2
FY2025 Q3$354.3M
$354.3M
Q3
FY2025 Q4$455.5M
$455.5M
Q4
FY2026 Q1$397.2M
$397.2M
Q1
Actual
+$249.1M (+168.2%)

Surprise History

Actual RevenueAnalyst Estimate
FY2020MISS
Actual:$2.5B
Est:$2.7B
FY2020MISS
$2.5B
FY2021MISS
Actual:$3B
Est:$3.1B
FY2021MISS
$3B
FY2022MISS
Actual:$3.7B
Est:$3.7B
FY2022MISS
$3.7B
FY2023MISS
Actual:$3.8B
Est:$4B
FY2023MISS
$3.8B
FY2024BEAT
Actual:$4.2B
Est:$4.2B
FY2024BEAT
$4.2B
FY2025BEAT
Actual:$4.6B
Est:$4.5B
FY2025BEAT
$4.6B

Analyst Estimates