The record starts accreting with the next priced report.
2-quarter memory
Linked exposure
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No linked names measured for this ticker yet.
Intraday
No intraday reading yet this session.
Positioning
3 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
292
▼ 3%
Sep 18
2d
▼ 0%
1,725
45
▲ 22%
Oct 16
30d
0%
50
885
0%
Dec 18
93d
0%
1,765
putscalls
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
RBA kept 10.90% of Q2 FY2026 revenue as profit. Revenue +6.68% on Q1 FY2026, +11.05% on Q2 FY2025.
Revenue
$1.3B▲ +6.68% q/q
Gross profit
$575M▲ +2.10% q/q
43.63% margin
Cost of revenue
$743M▲ +10.52% q/q
Operating income
$225M▲ +3.36% q/q
17.07% margin
Operating expenses
$350M▲ +1.30% q/q
SG&A $211M
Depreciation $130M
Other operating $9M
Pre-tax income
$186M▲ +7.39% q/q
Net income
$144M▲ +5.90% q/q
10.90% margin
Tax
$42M▲ +12.77% q/q
Other expense
$39M
Revenue$1.3B
Gross profit$575M43.63%
Operating income$225M17.07%
Pre-tax income$186M
Net income$144M10.90%
Cost of revenue
$743M · 56.37%
Operating expenses
$350M · 26.56%
Tax
$42M · 3.22%
Other expense leaves
$39M · 2.95%
Standardized lines from RBA’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
NFPjobs report1.3×up 3 of 8±1.6% vs ±1.2% · 8
PCEpersonal income & outlays1.2×up 9 of 17±1.4% vs ±1.2% · 17
CPIconsumer prices1.1×up 4 of 9±1.3% vs ±1.2% · 9
FOMCrate decision1.0×up 12 of 24±1.1% vs ±1.2% · 24
GDPgross domestic product0.9×up 9 of 17±1.1% vs ±1.2% · 17
PPIproducer prices0.9×up 4 of 9±1.0% vs ±1.2% · 9
CPROFcorporate profits0.8×up 5 of 10±0.9% vs ±1.2% · 10
How RBA has moved on past release days against its ordinary ±1.2% 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.