| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $3.6B | +16.5% | $6.3B |
| Net income | $816.0M1 | +27.1% | $976.0M |
| Op income | $758.0M | +23.9% | $844.0M |
| EPS (dil.) | $1.27 | -7.3% | – |
| EPS (basic) | $1.29 | -6.5% | – |
| Op margin | 21.0% | +1.3pp | |
| Net margin | 22.6% | +1.9pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| revenue | 4.69 billion to 4.77 billion | Q3 2026 | tight_range | New |
| revenue_growth | at least mid-teens | full year 2026 | directional | New |
| adjusted_ebitda_margin | at least 35.5% | full year 2026 | directional | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $2.7B | +17.9% |
| Net income | $160.0M | +3.9% |
| Op income | $86.0M | +126.3% |
| EPS (dil.) | $0.26 | +8.3% |
| EPS (basic) | $0.27 | +8.0% |
| Op margin | 3.2% | +1.5pp |
| Net margin | 6.0% | -0.8pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $2.8B | +12.0% | $12.2B |
| Net income | $341.0M | -26.0% | $2.5B |
| Op income | $269.0M | -37.4% | $2.5B |
| EPS (dil.) | $0.56 | -23.3% | – |
| EPS (basic) | $0.56 | -24.3% | – |
| Op margin | 9.7% | -7.6pp | |
| Net margin | 12.3% | -6.3pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $4.1B | +10.0% | – |
| Net income | $1.4B | +0.4% | $2.2B |
| Op income | $1.6B | +6.6% | $2.3B |
| EPS (dil.) | $2.21 | +3.8% | $3.47 |
| EPS (basic) | $2.25 | +3.7% | $3.53 |
| Op margin | 39.7% | -1.2pp | |
| Net margin | 33.5% | -3.1pp |
| Q2 FY25 | YoY | |
|---|---|---|
| Revenue | – | – |
| Net income | – | – |
| Op income | – | – |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | – | – |
| Net income | – | – |
| Op income | – | – |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
| Q4 FY24 | YoY | |
|---|---|---|
| Revenue | – | – |
| Net income | – | – |
| Op income | – | – |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
| Q3 FY24 | YoY | |
|---|---|---|
| Revenue | – | – |
| Net income | – | – |
| Op income | – | – |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-08-06 | – | 37 | 48 |
| 8-K | 2026-08-06 | Q2 2026 | 6 | 0 |
| 8-K | 2026-06-11 | – | 1 | 0 |
| 8-K | 2026-05-07 | Q1 2026 | 6 | 0 |
| 10-Q | 2026-05-07 | – | 36 | 55 |
| DEF 14A | 2026-04-24 | – | 12 | 0 |
| 8-K | 2026-03-16 | – | 3 | 0 |
| 8-K | 2026-02-12 | Q4 2025 | 5 | 0 |
| 10-K | 2026-02-12 | – | 62 | 70 |
| 8-K | 2025-11-21 | – | 1 | 0 |
Showing the latest 10 of 55 — the full set is in the API.