Technical events and factor profile →
This 10-Q introduces no material changes to the risk factors vs. the latest annual report.
| Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | |
|---|---|---|---|---|---|
| Revenue | $1.3B | $1.3B | $1.1B | $769M | $652M |
| YoY growth | +103.9% | +87.0% | +43.9% | +4.3% | -10.7% |
| Gross margin | 59.8% | 60.9% | 57.2% | 58.4% | 57.2% |
| Operating margin | 32.9% | 36.9% | 27.1% | 18.9% | 13.9% |
| Net income | $375M | $399M | $257M | $120M | $78M |
| Diluted EPS | 2.38 | 2.53 | 1.62 | 0.75 | 0.49 |
XBRL data filed with the SEC. The fourth fiscal quarter is calculated as the full year minus the previous three quarters.
0 = the lowest in the universe, 100 = the highest. It describes how the stock has behaved, not whether to buy or sell it. Screen stocks by factors
Similar than in the previous 10-Q (2026-05-01: +13, +3 points)
10-Q of 2026-07-31 · 33.3% positive sentences, 14.7% negative · 129 sentences analysed
Index from −100 to +100 calculated with FinBERT on the results discussion (MD&A). The change matters more than the level: some sectors always sound more cautious.
| Lone Pine Capital · Stephen Mandel
held since Q1 2026 |
4.4% | $722.4M | -20% |
| ARK Investment Management · Cathie Wood
held since Q3 2023 or earlier |
2.0% | $312.0M | -48% |
| Bridgewater Associates · Ray Dalio
held since Q3 2025 |
0.2% | $47.7M | -71% |
Weight in each fund's portfolio and change vs. the previous quarter, from its latest 13F.
| 2026-10-01 | JOHNSON MERCEDES · Director | Sell (10b5-1 plan) | $67K | SEC ↗ |
| 2026-09-17 | MATZ MARILYN · Director | Sell (10b5-1 plan) | $140K | SEC ↗ |
| 2026-09-15 | Smith Gregory Stephen · CEO | Sell (10b5-1 plan) | $1.4M | SEC ↗ |
| 2026-09-15 | MATZ MARILYN · Director | Sell (10b5-1 plan) | $270K | SEC ↗ |
Source: SEC EDGAR. Automatic comparison of the risk factors section; it may contain extraction errors. Always check the original document. For information purposes only; not investment advice.