| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $3.3B1 | +24.1% | $5.9B |
| Net income | $497.8M | +53.5% | $2.3B |
| Op income | $637.9M | +44.2% | $3.0B |
| EPS (dil.) | $1.27 | +53.0% | $5.87 |
| EPS (basic) | $1.29 | +51.8% | $5.87 |
| Gross margin | 19.5% | -14.1pp | |
| Op margin | 19.5% | +2.7pp | |
| Net margin | 15.2% | +2.9pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| net_sales | $14 billion | FY2026 | point | Lowered |
| adjusted_diluted_eps | $6.70 | FY2026 | point | Raised |
| adjusted_operating_profit | almost 60% up year-on-year | FY2026 | directional | Lowered |
| adjusted_free_cash_flow | $2.5 billion | FY2026 | point | Lowered |
| capital_expenditures | 4% of 26 sales | FY2026 | point | New |
| net_sales | 3.75 billion | Q3 2026 | point | New |
| adjusted_diluted_eps | $1.80 | Q3 2026 | point | New |
| adjusted_operating_profit | 918 million | Q3 2026 | point | New |
| adjusted_operating_margin | 24.5 percent | Q3 2026 | point | New |
| net_sales | $14 billion | FY2026 | point | Lowered |
| adjusted_diluted_eps | $6.65 to $6.75 | FY2026 | tight_range | Raised |
| adjusted_operating_profit | 3.325 billion | FY2026 | point | Lowered |
| adjusted_operating_margin | 23.8 percent | FY2026 | point | Raised |
| adjusted_free_cash_flow | 2.5 billion | FY2026 | point | Lowered |
| net_sales | 45 percent growth | second half 2026 | directional | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $2.6B | +30.1% |
| Net income | $390.1M | +137.4% |
| Op income | $440.1M | +51.4% |
| EPS (dil.) | $0.99 | +135.7% |
| EPS (basic) | $1.02 | +137.2% |
| Op margin | 16.6% | +2.3pp |
| Net margin | 14.7% | +6.6pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $2.9B | +22.7% | $10.2B |
| Net income | $445.6M | +203.1% | $1.3B |
| Op income | $579.9M | +26.8% | $1.8B |
| EPS (dil.) | $1.14 | +200.0% | – |
| EPS (basic) | – | – | – |
| Op margin | 20.1% | +0.6pp | |
| Net margin | 15.5% | +9.2pp |
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | $2.0B | +24.2% |
| Net income | $164.5M | – |
| Op income | $290.7M | +43.5% |
| EPS (dil.) | $0.42 | – |
| EPS (basic) | $0.43 | – |
| Op margin | 14.3% | +1.9pp |
| Net margin | 8.1% | +8.4pp |
| Q4 FY24 | YoY | FY24 | |
|---|---|---|---|
| Revenue | $2.3B | +25.8% | $8.0B |
| Net income | $147.0M | -36.8% | $495.8M |
| Op income | $457.2M | +60.3% | $1.4B |
| EPS (dil.) | $0.38 | -36.7% | $1.28 |
| EPS (basic) | $0.39 | -36.1% | $1.32 |
| Op margin | 19.5% | +4.2pp | |
| Net margin | 6.3% | -6.2pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-07-29 | – | 34 | 61 |
| 8-K | 2026-07-29 | Q2 2026 | 12 | 0 |
| 8-K | 2026-06-18 | – | 1 | 0 |
| 8-K | 2026-06-03 | – | 1 | 0 |
| DEF 14A | 2026-04-24 | – | 12 | 0 |
| 8-K | 2026-04-22 | Q1 2026 | 10 | 0 |
| 10-Q | 2026-04-22 | – | 32 | 41 |
| 8-K | 2026-03-06 | – | 3 | 0 |
| 8-K | 2026-03-03 | – | 2 | 0 |
| 10-K | 2026-02-13 | – | 64 | 76 |
Showing the latest 10 of 69 — the full set is in the API.