High 19.91 at 3:00 pm ET, low 19.47 at 11:00 am ET.
Positioning
1 expiries · as of the Sep 19 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
539
0%
Dec 18
90d
0%
1,596
putscalls
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 prices1.3×up 5 of 9±4.2% vs ±3.3% · 9
NFPjobs report1.1×up 2 of 9±3.8% vs ±3.3% · 9
PCEpersonal income & outlays1.0×up 4 of 10±3.3% vs ±3.3% · 10
GDPgross domestic product0.9×up 3 of 10±3.1% vs ±3.3% · 10
CPROFcorporate profits0.8×up 3 of 7±2.6% vs ±3.3% · 7
CPIconsumer prices0.7×up 6 of 9±2.5% vs ±3.3% · 9
FOMCrate decision0.5×up 4 of 7±1.6% vs ±3.3% · 7
Past release days against PTRN’s ordinary ±3.3% day, from our own stored closes. History, not a forecast; kinds with fewer than six releases are omitted.
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
PTRN kept 3.14% of Q2 FY2026 revenue as profit. Revenue +13.32% on Q1 FY2026, +46.58% on Q2 FY2025.
Revenue
$877M▲ +13.32% q/q
Gross profit
$384M▲ +12.97% q/q
43.84% margin
Cost of revenue
$492M▲ +13.59% q/q
Operating income
$36M▼ −10.20% q/q
4.05% margin
Operating expenses
$349M▲ +16.02% q/q
Marketing $171M
SG&A $165M
R&D $13M
Pre-tax income
$38M▼ −9.64% q/q
Net income
$27M▼ −5.87% q/q
3.14% margin
Tax
$10M▼ −18.58% q/q
Other income
$2M▲ +1.52% q/q
Revenue$877M
Gross profit$384M43.84%
Operating income$36M4.05%
Pre-tax income$38M
Net income$27M3.14%
Cost of revenue
$492M · 56.16%
Operating expenses
$349M · 39.79%
Tax
$10M · 1.14%
Other income joins
$2M · 0.23%
Standardized lines from PTRN’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.