GMEConsumer & retail
| Metric | Nov 2024 | Feb 2025* | May 2025 | Aug 2025 | Nov 2025 | Jan 2026* | May 2026 | Aug 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $860.30M | $1.28B | $732.40M | $972.20M | $821.00M | $1.10B | $835.30M | $790.20M | ▼ -18.7% |
| Gross profit | $257.20M | $363.40M | $252.80M | $283.10M | $273.40M | $386.80M | $340.30M | $345.00M | ▲ +21.9% |
| Operating income | −$33.40M | $79.80M | −$10.80M | $66.40M | $41.30M | $135.20M | $143.30M | $160.20M | ▲ +141.3% |
| Net income | $17.40M | $131.40M | $44.80M | $168.60M | $77.10M | $127.90M | $389.60M | $298.70M | ▲ +77.2% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | 0.04 $ | — | 0.09 $ | 0.31 $ | 0.13 $ | — | 0.66 $ | 0.51 $ | ▲ +64.5% |
| Margins (% of revenue) | |||||||||
| Gross | 29.9 % | 28.3 % | 34.5 % | 29.1 % | 33.3 % | 35.0 % | 40.7 % | 43.7 % | ▲ +14.5 pt |
| Operating | -3.9 % | 6.2 % | -1.5 % | 6.8 % | 5.0 % | 12.2 % | 17.2 % | 20.3 % | ▲ +13.4 pt |
| Net | 2.0 % | 10.2 % | 6.1 % | 17.3 % | 9.4 % | 11.6 % | 46.6 % | 37.8 % | ▲ +20.5 pt |
| Balance sheet | |||||||||
| Assets | $6.24B | $5.88B | $7.50B | $10.34B | $10.55B | $10.39B | $10.97B | $11.14B | ▲ +7.8% |
| Liabilities | $1.44B | $945.60M | $2.52B | $5.16B | $5.25B | $4.94B | $5.13B | $5.00B | ▼ -3.1% |
| Equity | $4.80B | $4.93B | $4.99B | $5.18B | $5.30B | $5.44B | $5.84B | $6.14B | ▲ +18.6% |
| Cash | $4.58B | $4.76B | $6.39B | $8.69B | $7.84B | $6.30B | $7.40B | $4.85B | ▼ -44.2% |
| Capital | |||||||||
| Shares outstanding | 448.01M | 448.38M | 448.69M | 504.50M | — | — | — | — | — |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.