CW — Earnings

YoY = vs same quarter prior year (seasonality-adjusted)

Recent earnings · last 8 quarters

Quarter endRevenueYoYNet IncomeYoYOp. Margin
2026-03-31$914M↑+13.4%$128M↑+26.5%17.5%
2025-12-31$947M↑+14.9%$137M↑+16.2%19.2%
2025-09-30$869M↑+8.8%$125M↑+12.3%19.1%
2025-06-30$877M↑+11.7%$121M↑+21.7%17.8%
2025-03-31$806M↑+13.0%$101M↑+32.5%16.0%
2024-12-31$824M↑+4.9%$118M↓-1.7%18.8%
2024-09-30$799M↑+10.3%$111M↑+14.9%18.1%
2024-06-30$785M↑+11.4%$99M↑+22.8%16.4%

Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.

Earnings surprise · last 8 quarters

YoY % change · proxy for analyst surprise until estimates land

Margin trends · 68 quarters

margin trajectory tells the operating-leverage story
Gross Margin↓-0.0pts
36.3%
Operating Margin↑+1.4pts
17.5%
Net Margin↑+1.5pts
14.0%

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