The record starts accreting with the next priced report.
2-quarter memory
Intraday
No intraday reading yet this session.
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
KNSL kept 32.06% of Q2 FY2026 revenue as profit. Revenue +17.53% on Q1 FY2026, +16.75% on Q2 FY2025.
Revenue
$549M▲ +17.53% q/q
Gross profit
$318M▲ +37.14% q/q
57.90% margin
Cost of revenue
$231M▼ −1.79% q/q
Operating income
$223M▲ +56.22% q/q
40.68% margin
Operating expenses
$94M▲ +6.43% q/q
Other operating $93M
SG&A $1M
Pre-tax income
$220M▲ +57.39% q/q
Net income
$176M▲ +56.26% q/q
32.06% margin
Tax
$44M▲ +62.07% q/q
Other expense
$3M
Revenue$549M
Gross profit$318M57.90%
Operating income$223M40.68%
Pre-tax income$220M
Net income$176M32.06%
Cost of revenue
$231M · 42.10%
Operating expenses
$94M · 17.22%
Tax
$44M · 8.01%
Other expense leaves
$3M · 0.61%
Standardized lines from KNSL’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Positioning
3 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
287
0%
Sep 18
2d
▼ 2%
139
524
▲ 6%
Oct 16
30d
0%
2,694
148
0%
Jan 15
121d
0%
457
putscalls
Event sensitivity
release-day history · not a forecast
CPIconsumer prices1.8×up 4 of 9±2.8% vs ±1.6% · 9
NFPjobs report1.3×up 3 of 8±2.1% vs ±1.6% · 8
PPIproducer prices1.3×up 4 of 9±2.0% vs ±1.6% · 9
FOMCrate decision0.9×up 14 of 24±1.4% vs ±1.6% · 24
GDPgross domestic product0.9×up 8 of 17±1.4% vs ±1.6% · 17
CPROFcorporate profits0.7×up 6 of 10±1.1% vs ±1.6% · 10
PCEpersonal income & outlays0.7×up 9 of 17±1.0% vs ±1.6% · 17
How KNSL has moved on past release days against its ordinary ±1.6% 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.