The record starts accreting with the next priced report.
2-quarter memory
Positioning
4 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
61
0%
Sep 18
2d
0%
116
5
▲ 150%
Oct 16
30d
▼ 8%
11
362
0%
Nov 20
65d
▲ 2%
159
214
0%
Feb 19
156d
▲ 1%
236
putscalls
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
BOBS kept 9.33% of Q2 FY2026 revenue as profit. Revenue +7.17% on Q1 FY2026, +8.79% on Q2 FY2025.
Revenue
$620M▲ +7.17% q/q
Gross profit
$319M▲ +24.39% q/q
51.50% margin
Cost of revenue
$301M▼ −6.55% q/q
Operating income
$78M▲ +353.97% q/q
12.67% margin
Operating expenses
$241M▲ +0.56% q/q
SG&A $235M
Other operating $6M
Pre-tax income
$80M▲ +3544.07% q/q
Net income
$58M▲ +2196.27% q/q
9.33% margin
Tax
$22M▲ +6612.87% q/q
Other income
$1M▲ +107.01% q/q
Revenue$620M
Gross profit$319M51.50%
Operating income$78M12.67%
Pre-tax income$80M
Net income$58M9.33%
Cost of revenue
$301M · 48.50%
Operating expenses
$241M · 38.83%
Tax
$22M · 3.51%
Other income joins
$1M · 0.17%
Standardized lines from BOBS’s own filing for the quarter ended Jun 28 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
NFPjobs report1.2×up 3 of 6±4.3% vs ±3.6% · 6
GDPgross domestic product1.0×up 3 of 6±3.7% vs ±3.6% · 6
PCEpersonal income & outlays1.0×up 3 of 6±3.7% vs ±3.6% · 6
PPIproducer prices0.9×up 4 of 7±3.3% vs ±3.6% · 7
CPIconsumer prices0.7×up 1 of 7±2.6% vs ±3.6% · 7
How BOBS has moved on past release days against its ordinary ±3.6% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.
Intraday
▼ −11.86% since 6 AM
14.456 AM11 AM1 PM4 PMpre
15.015.516.014.53
Prev close 14.53 · gapped above the open, then crossed back over prior close. High/low 16.49 at 6:30 am ET, 14.45 at 3:30 pm ET.