get_earnings| Q3 FY26 | YoY | 9M FY26 | |
|---|---|---|---|
| Revenue | $8.0B1 | +14.5% | $21.4B |
| Net income | $411.0M | -32.5% | $2.0B |
| Op income | – | – | – |
| EPS (dil.) | $0.41 | -32.8% | $2.03 |
| EPS (basic) | $0.41 | -33.9% | – |
| Net margin | 5.1% | -3.6pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| orders | $21.5 billion to $23.5 billion | FY2026 | tight_range | New |
| orders | exceed $50 billion | Horizon 2 | directional | New |
| revenue | $8.25 billion | Q4 FY2026 | point | New |
| adjusted EBITDA | $1.46 billion | Q4 FY2026 | point | New |
| revenue | $3.55 billion | Q4 FY2026 | point | New |
| adjusted EBITDA | $715 million | Q4 FY2026 | point | New |
| revenue | $3.6 billion | Q4 FY2026 | point | New |
| adjusted EBITDA | $640 million | Q4 FY2026 | point | New |
| revenue | approximately $1.1 billion | Q4 FY2026 | point | New |
| adjusted EBITDA | approximately $195 million | Q4 FY2026 | point | New |
| adjusted EBITDA | $5.265 billion | FY2026 | point | Raised |
| free_cash_flow_conversion | 45 to 50% | FY2026 | tight_range | New |
| mass_revenue | at least $3 billion | 2030 | directional | New |
LLM-extracted from the earnings release; unverified.
| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $3.5B1 | -4.6% | – |
| Net income | $682.0M | -4.1% | $1.6B |
| Op income | – | – | – |
| EPS (dil.) | $0.68 | -4.2% | – |
| EPS (basic) | $0.69 | -2.8% | – |
| Net margin | 19.8% | +0.1pp |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $6.6B | – |
| Net income | $930.0M1 | +131.3% |
| Op income | – | – |
| EPS (dil.) | $0.93 | +132.5% |
| EPS (basic) | $0.94 | +130.5% |
| Net margin | 28.7% | +22.5pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $7.4B | – | – |
| Net income | $876.0M | – | – |
| Op income | – | – | – |
| EPS (dil.) | $0.88 | – | – |
| EPS (basic) | $0.89 | -25.2% | $2.62 |
| Net margin | 11.9% | -4.1pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-10-28 | – | 45 | 78 |
| 8-K | 2026-10-27 | Q3 2026 | 12 | 0 |
| 8-K/A | 2026-10-01 | – | 1 | 0 |
| 8-K | 2026-09-09 | – | 3 | 0 |
| 8-K | 2026-07-27 | – | 11 | 0 |
| 10-Q | 2026-07-27 | – | 45 | 65 |
| 8-K | 2026-07-16 | – | 5 | 0 |
| 8-K | 2026-06-22 | – | 1 | 0 |
| 8-K | 2026-05-21 | – | 1 | 0 |
| 8-K | 2026-05-19 | – | 2 | 0 |
Showing the latest 10 of 64 — the full set is in the API.