Prev close 45.23 · gapped above the open, then crossed back over prior close. High/low 46.07 at 10:30 am ET, 45.23 at 4:00 pm ET.
Positioning
4 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
69
▲ 8%
Sep 18
2d
0%
1,523
543
0%
Oct 16
30d
0%
958
324
0%
Nov 20
65d
0%
2,021
302
▲ 196%
Feb 19
156d
0%
844
putscalls
Earnings history
implied in pale · realized in full ink
The record starts accreting with the next priced report.
2-quarter memory
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
VGNT kept 4.75% of Q2 FY2026 revenue as profit. Revenue +10.49% on Q1 FY2026, +10.79% on Q2 FY2025.
Revenue
$2.4B▲ +10.49% q/q
Gross profit
$321M▲ +31.56% q/q
13.13% margin
Cost of revenue
$2.1B▲ +7.88% q/q
Operating income
$199M▲ +168.92% q/q
8.14% margin
Operating expenses
$122M▼ −28.24% q/q
SG&A $100M
Other operating $22M
Pre-tax income
$157M▲ +130.88% q/q
Net income
$116M▲ +43.21% q/q
4.75% margin
Tax
$46M▲ +611.11% q/q
Other expense
$42M
Revenue$2.4B
Gross profit$321M13.13%
Operating income$199M8.14%
Pre-tax income$157M
Net income$116M4.75%
Cost of revenue
$2.1B · 86.87%
Operating expenses
$122M · 4.99%
Tax
$46M · 1.88%
Other expense leaves
$42M · 1.72%
Standardized lines from VGNT’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
CPIconsumer prices0.9×up 2 of 6±2.6% vs ±2.8% · 6
PPIproducer prices0.9×up 6 of 6±2.6% vs ±2.8% · 6
How VGNT has moved on past release days against its ordinary ±2.8% 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.