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
ULS kept 31.13% of Q2 FY2026 revenue as profit. Revenue +7.65% on Q1 FY2026, +5.15% on Q2 FY2025.
Revenue
$816M▲ +7.65% q/q
Gross profit
$417M▲ +9.45% q/q
51.10% margin
Cost of revenue
$399M▲ +5.84% q/q
Operating income
$150M▲ +8.70% q/q
18.38% margin
Operating expenses
$267M▲ +9.88% q/q
SG&A $267M
Pre-tax income
$338M▲ +162.02% q/q
Net income
$254M▲ +161.86% q/q
31.13% margin
Tax
$84M▲ +162.50% q/q
Other income
$188M▲ +2188.89% q/q
Revenue$816M
Gross profit$417M51.10%
Operating income$150M18.38%
Pre-tax income$338M
Net income$254M31.13%
Cost of revenue
$399M · 48.90%
Operating expenses
$267M · 32.72%
Tax
$84M · 10.29%
Other income joins
$188M · 23.04%
Standardized lines from ULS’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.
193
0%
Sep 18
2d
0%
2,664
249
0%
Oct 16
30d
▲ 1%
457
401
▼ 0%
Jan 15
121d
▲ 0%
1,506
putscalls
Event sensitivity
release-day history · not a forecast
PPIproducer prices1.2×up 6 of 9±1.8% vs ±1.5% · 9
FOMCrate decision1.1×up 10 of 19±1.7% vs ±1.5% · 19
GDPgross domestic product0.9×up 10 of 17±1.3% vs ±1.5% · 17
CPROFcorporate profits0.8×up 6 of 10±1.2% vs ±1.5% · 10
NFPjobs report0.8×up 4 of 8±1.2% vs ±1.5% · 8
PCEpersonal income & outlays0.7×up 7 of 17±1.0% vs ±1.5% · 17
CPIconsumer prices0.5×up 4 of 9±0.8% vs ±1.5% · 9
How ULS has moved on past release days against its ordinary ±1.5% 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.