Contracts already committed, not just traded today. Puts against calls, sized by expiry.
2,454
▼ 7%
Sep 18
2d
0%
2,024
27,826
▲ 0%
Oct 16
30d
▲ 1%
721
1,914
▲ 6%
Jan 15
121d
0%
2,311
putscalls
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
FND kept 7.67% of Q2 FY2026 revenue as profit. Revenue +8.50% on Q1 FY2026, +2.97% on Q2 FY2025.
Revenue
$1.3B▲ +8.50% q/q
Gross profit
$603M▲ +18.85% q/q
48.24% margin
Cost of revenue
$647M▲ +0.36% q/q
Operating income
$124M▲ +136.63% q/q
9.92% margin
Operating expenses
$479M▲ +5.29% q/q
SG&A $479M
Pre-tax income
$125M▲ +143.71% q/q
Net income
$96M▲ +141.43% q/q
7.67% margin
Tax
$29M▲ +151.55% q/q
Other income
$903,000▲ +181.50% q/q
Revenue$1.3B
Gross profit$603M48.24%
Operating income$124M9.92%
Pre-tax income$125M
Net income$96M7.67%
Cost of revenue
$647M · 51.76%
Operating expenses
$479M · 38.32%
Tax
$29M · 2.32%
Other income joins
$903,000 · 0.07%
Standardized lines from FND’s own filing for the quarter ended Jun 25 '26. Ribbon thickness is the dollar amount.
Earnings history
implied in pale · realized in full ink
The record starts accreting with the next priced report.
2-quarter memory
Event sensitivity
release-day history · not a forecast
PPIproducer prices1.6×up 3 of 9±3.4% vs ±2.1% · 9
NFPjobs report1.4×up 3 of 8±3.0% vs ±2.1% · 8
FOMCrate decision1.1×up 10 of 24±2.4% vs ±2.1% · 24
PCEpersonal income & outlays0.9×up 6 of 17±2.0% vs ±2.1% · 17
GDPgross domestic product0.9×up 10 of 17±2.0% vs ±2.1% · 17
CPROFcorporate profits0.9×up 7 of 10±1.9% vs ±2.1% · 10
CPIconsumer prices0.8×up 4 of 9±1.8% vs ±2.1% · 9
How FND has moved on past release days against its ordinary ±2.1% 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.