Contracts already committed, not just traded today. Puts against calls, sized by expiry.
56
▼ 8%
Sep 18
1d
0%
294
346
▲ 0%
Oct 16
29d
0%
520
report · Oct 28
154
0%
Jan 15
120d
▲ 0%
378
37
▲ 28%
Feb 19
155d
▲ 22%
33
putscalls
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
CALX kept 5.83% of Q2 FY2026 revenue as profit. Revenue +4.77% on Q1 FY2026, +21.27% on Q2 FY2025.
Revenue
$293M▲ +4.77% q/q
Gross profit
$160M▲ +0.52% q/q
54.59% margin
Cost of revenue
$133M▲ +10.37% q/q
Operating income
$22M▲ +71.82% q/q
7.45% margin
Operating expenses
$138M▼ −5.67% q/q
Marketing $62M
R&D $53M
SG&A $23M
Pre-tax income
$24M▲ +54.90% q/q
Net income
$17M▲ +52.64% q/q
5.83% margin
Tax
$6M▲ +61.21% q/q
Other income
$2M▼ −30.60% q/q
Revenue$293M
Gross profit$160M54.59%
Operating income$22M7.45%
Pre-tax income$24M
Net income$17M5.83%
Cost of revenue
$133M · 45.41%
Operating expenses
$138M · 47.14%
Tax
$6M · 2.21%
Other income joins
$2M · 0.60%
Standardized lines from CALX’s own filing for the quarter ended Jun 27 '26. Ribbon thickness is the dollar amount.
Linked exposure
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No linked names measured for this ticker yet.
Event sensitivity
release-day history · not a forecast
GDPgross domestic product1.2×up 9 of 18±2.2% vs ±1.8% · 18
NFPjobs report1.1×up 4 of 8±2.0% vs ±1.8% · 8
PCEpersonal income & outlays1.0×up 7 of 18±1.8% vs ±1.8% · 18
CPROFcorporate profits0.9×up 3 of 11±1.7% vs ±1.8% · 11
CPIconsumer prices0.9×up 4 of 9±1.6% vs ±1.8% · 9
FOMCrate decision0.8×up 11 of 24±1.4% vs ±1.8% · 24
PPIproducer prices0.7×up 4 of 9±1.3% vs ±1.8% · 9
Past release days against CALX’s ordinary ±1.8% day, from our own stored closes. History, not a forecast; kinds with fewer than six releases are omitted.
Intraday
▼ −2.00% since 9 AM
36.409 AM11 AM1 PM3 PM
35.635.836.036.235.43
High 36.40 at 11:15 am ET, low 35.43 at 3:45 pm ET.
Earnings history
implied in pale · realized in full ink
3/8reports moved further than the options market had pricedtypically ±8.4% realized vs ±11.7% priced