| Q3 FY26 | YoY | 9M FY26 | |
|---|---|---|---|
| Revenue | $12.2B1 | +33.7% | $32.2B |
| Net income | $1.5B | +404.9% | $2.6B |
| Op income | $1.4B | +464.0% | $2.6B |
| EPS (dil.) | $1.06 | +404.8% | – |
| EPS (basic) | – | – | – |
| Gross margin | 40.1% | +10.9pp | |
| Op margin | 11.4% | +8.7pp | |
| Net margin | 12.6% | +9.3pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| revenue | 13.9-14.8 billion | Q4 FY2026 | tight_range | New |
| revenue | 11 to 13% | Q4 FY2026 | tight_range | New |
| revenue | 60 to 72% | Q4 FY2026 | tight_range | New |
| eps | $120 and $1.30 | Q4 FY2026 | tight_range | New |
| eps | $3.75 to $3.85 | FY2026 | tight_range | New |
| free_cash_flow | at least 3.75 billion | FY2026 | directional | Raised |
| revenue | 13 to 17% | FY2027 | tight_range | New |
| revenue | 14 to 17% | FY2027 | tight_range | New |
| revenue | 14 to 18% | FY2027 | tight_range | New |
| operating_profit | 14 to 18% | FY2027 | tight_range | New |
| operating_margin | 14 to 15% | FY2027 | tight_range | New |
| operating_margin | mid to high 20% | FY2027 | directional | New |
| operating_margin | approximately 13% | FY2027 | point | New |
| eps | $4.40 to $4.60 | FY2027 | tight_range | New |
| free_cash_flow | at least 5 billion | FY2027 | directional | New |
| networks_for_ai_orders | 2.5 to 3 billion | FY2026 | tight_range | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $9.3B | +18.4% |
| Net income | $452.0M | -27.9% |
| Op income | $470.0M | +8.5% |
| EPS (dil.) | $0.31 | -29.5% |
| EPS (basic) | $0.32 | -28.9% |
| Gross margin | 35.9% | +6.7pp |
| Op margin | 5.1% | -0.4pp |
| Net margin | 4.9% | -3.1pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $9.7B | +14.4% | $34.3B |
| Net income | $146.0M | -89.1% | $-59.0M |
| Op income | $-8.0M | -101.2% | $-437.0M |
| EPS (dil.) | $0.11 | -88.9% | $-0.04 |
| EPS (basic) | $0.11 | -89.2% | $-0.04 |
| Gross margin | 33.5% | +2.7pp | |
| Op margin | -0.1% | -8.3pp | |
| Net margin | 1.5% | -14.4pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 8-K | 2026-09-30 | – | 1 | 0 |
| 10-Q | 2026-09-03 | – | 44 | 92 |
| 8-K | 2026-09-02 | – | 12 | 0 |
| 8-K | 2026-07-24 | – | 3 | 0 |
| 10-Q | 2026-06-02 | – | 43 | 91 |
| 8-K | 2026-06-01 | Q2 2026 | 11 | 0 |
| 8-K | 2026-04-03 | – | 3 | 0 |
| 8-K | 2026-03-23 | – | 2 | 0 |
| 8-K | 2026-03-18 | – | 2 | 0 |
| 10-Q | 2026-03-10 | – | 42 | 89 |
Showing the latest 10 of 72 — the full set is in the API.