Netflix (NFLX) Stock Price vs Operating Income
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Netflix's Operating Income grew 18.2% year-over-year from Q1 2025 ($3.3B on March 31, 2025) to Q1 2026 ($4.0B on March 31, 2026), while the stock price rose 3.1% over the same period from $93.25 to $96.15. Over the broader window from June 3, 2024 to June 2, 2026, Operating Income increased from $2.6B to $4.0B while the stock price declined from $63.38 to $83.75, indicating valuation compression. The 0.69 correlation between Operating Income and stock price over this period reflects a moderate positive relationship, though the stock's recent decline to $83.75 as of June 2, 2026 suggests the market is currently pricing the company at a lower multiple relative to its operating earnings than earlier in the observation window.
Trailing-12-month Operating Income was $1.6B as of 2018-09-30, +119% year over year. The stock moved +106% over the same window ($18.14 -> $37.41). The stock is now cheaper relative to Operating Income than a year ago (multiple compression).
Latest close: 83.78 USD (2026-06-02).
Operating Income | recent SEC reports
| Report date | Operating Income | Period |
|---|
| 2018-09-30 | 1.6B USD | Q3 10-Q |
| 2018-06-30 | 1.4B USD | Q2 10-Q |
| 2018-03-31 | 1.0B USD | Q1 10-Q |
| 2017-12-31 | 838.7M USD | FY 10-K |
| 2017-09-30 | 747.3M USD | FY 10-K |
| 2017-06-30 | 644.7M USD | FY 10-K |
| 2017-03-31 | 587.3M USD | FY 10-K |
| 2016-12-31 | 379.8M USD | FY 10-K |
Sources: autario.com/data/stock-nflx-netflix-inc-daily-prices · autario.com/data/netflix-operating-income-sec-filings | data verified and hosted on autario.com.