$130.50

+9.48 (+7.83%)

Weekly Expected Move ±9.2%

$118 $131 $144 $157 $171

NASDAQ · Technology · Consumer Electronics · Alpha Radar Buy · Power 55 · $19.4B mcap · 147M float · 1.38% daily turnover · Short 53% of daily vol

Revenue

$3.6B +20.3% ▲

5Y CAGR: +24.4%

Gross Profit

$1.2B +16.2% ▲

5Y CAGR: +38.0%

Operating Income

$697M +9.1% ▲

5Y CAGR: +34.5%

Net Income

$586M +15.1% ▲

5Y CAGR: +36.3%

EPS (Diluted)

$3.84 +10.7% ▲

5Y CAGR: +3.5%

EBITDA

$728M +11.5% ▲

5Y CAGR: +32.9%

View Full Income Statement

Line Item	FY2022	FY2023	FY2024	FY2025	FY2026
Revenue	$1.5B	$1.9B	$2.5B	$3.0B	$3.6B
YoY Growth	+21.9%	+30.5%	+31.4%	+18.4%	+20.3%
Cost of Revenue	$1.3B	$1.6B	$1.8B	$2.0B	$2.4B
Gross Profit	$147M	$287M	$692M	$1.0B	$1.2B
Gross Margin	10.1%	15.1%	27.7%	34.1%	32.6%
R&D Expenses	$14M	$22M	$42M	$79M	$121M
SG&A Expenses	$54M	$95M	$184M	$290M	$342M
Operating Expenses	$81M	$118M	$105M	$370M	$463M
Operating Income	$66M	$168M	$587M	$639M	$697M
Operating Margin	4.5%	8.9%	23.5%	21.6%	19.6%
Interest Expense	$0	$0	$14M	$13M	$3M
Income Before Tax	$65M	$169M	$608M	$648M	$714M
Tax Expense	$14M	$48M	$112M	$131M	$128M
Net Income	$51M	$119M	$306M	$509M	$586M
Net Margin	3.5%	6.3%	12.3%	17.2%	16.5%
EPS (Diluted)	$1.11	$0.01	$3.37	$3.47	$3.84
EBITDA	$90M	$175M	$591M	$653M	$728M
Shares Outstanding	46M	146M	147M	149M	153M

Line Item	FY2024 Q3	FY2024 Q4	FY2025 Q1	FY2025 Q2	FY2025 Q3	FY2025 Q4	FY2026 Q1	FY2026 Q2
Revenue	$710M	$737M	$720M	$636M	$679M	$924M	$864M	$905M
Cost of Revenue	$501M	$517M	$482M	$411M	$438M	$619M	$587M	$614M
Gross Profit	$210M	$219M	$237M	$225M	$241M	$306M	$277M	$292M
Gross Margin	29.5%	29.7%	33.0%	35.4%	35.5%	33.1%	32.1%	32.2%
R&D Expenses	$13M	$13M	$17M	$19M	$20M	$24M	$22M	$27M
SG&A Expenses	$48M	$57M	$61M	$70M	$70M	$87M	$68M	$81M
Operating Expenses	$61M	-$52M	$77M	$91M	$91M	$110M	$90M	$108M
Operating Income	$148M	$271M	$160M	$133M	$150M	$195M	$187M	$184M
Operating Margin	20.9%	36.8%	22.2%	21.0%	22.1%	21.1%	21.7%	20.3%
Interest Expense	$0	$988K	$3M	$4M	$4M	$2M	$1M	$730K
Income Before Tax	$167M	$283M	$152M	$137M	$160M	$199M	$191M	$183M
Tax Expense	$39M	$60M	$27M	$20M	$43M	$41M	$34M	$36M
Net Income	$41M	$205M	$122M	$115M	$115M	$157M	$157M	$147M
Net Margin	5.8%	27.9%	16.9%	18.2%	17.0%	17.0%	18.2%	16.2%
EPS (Diluted)	$0.28	$1.48	$0.82	$0.79	$0.79	$1.05	$1.04	$0.97
EBITDA	$150M	$272M	$161M	$139M	$156M	$200M	$193M	$191M
Shares Outstanding	147M	148M	149M	149M	149M	150M	151M	152M

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