1 month
+9.1%
price return
Year to date
+20.0%
price return
Recent earnings
4/4
quarters beat
Big funds
8
hold this stock
News tone
Bullish
25 articles, 7 days
Analysts
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsWhat it reported, what was expected, and what comes next.
Reported Jul 29, 2026
Earnings per share
$1.19 expected
Q3 2026 guidance
$9.30B to $9.40B
No comparable estimate
Next report
EPS expected
$1.37 to $1.57
Revenue expected
14 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
From the release
The three statements, quarter by quarter.
Jun 2025 to Mar 2026
| USD | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|
| What came in | ||||
| RevenueTotal revenue | $5.65B | $6.19B | $6.44B | $7.62B |
| Cost of what it soldCost of revenue | $3.60B | $3.84B | $3.98B | $4.82B |
| Gross profit | $2.05B | $2.36B | $2.46B | $2.80B |
| What it spent | ||||
| Sales and adminSelling, general and administrative | $622.5M | $657.0M | $691.0M | $851.5M |
| Other operating costsOperating costs not itemised in the filing's summary | — | — | — | $116.9M |
| Total operating expenses | $622.5M | $657.0M | $691.0M | $968.4M |
| What was left | ||||
| Operating profitOperating income | $1.43B | $1.70B | $1.77B | $1.83B |
| Interest on debtInterest expense | $80.9M | $80.7M | $129.7M | $207.9M |
| Profit before tax | $1.35B | $1.64B | $1.65B | $1.65B |
| TaxIncome tax expense | $247.3M | $385.8M | $443.6M | $702.4M |
| Net profitNet income | $1.09B | $1.25B | $1.20B | $943.3M |
| EBITDAEarnings before interest, tax, depreciation, amortisation | $1.64B | $1.95B | $2.03B | $2.34B |
Business quality, value, and expectations at a glance.
Fundamentals
Richly priced and profitable.
Valuation
Quality
Growth
Filed positions and reported activity tied to this stock.
8 funds hold a position and insiders have been net selling.
Real smart money
Insiders
Politicians
Trend, range, and the price levels that matter.
Technicals
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
$167.1120D support
20D resistance
Returns
Price vs moving averages
Volume pace
Recent coverage and its overall tone.
News
Coverage is bullish
14 bullish · 9 neutral · 2 bearish
Tone of tracked coverage
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BullishAug 9
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