| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $1.7B1 | +31.5% | – |
| Net income | $349.0M | +35.8% | $630.0M |
| Op income | $407.0M | +96.6% | $655.0M |
| EPS (dil.) | $2.02 | +35.6% | – |
| EPS (basic) | $2.04 | +36.9% | – |
| Gross margin | 74.0% | – | |
| Op margin | 33.0% | +17.1pp | |
| Net margin | 20.3% | +0.7pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| revenue_growth | high-20s percent | FY2026 | directional | Raised |
| revenue | $1.73B-$1.75B | Q3 2026 | tight_range | New |
| earnings_per_share | $2.43-$2.49 | Q3 2026 | tight_range | New |
| revenue_growth | high-20s percent | FY2026 | directional | Raised |
| capital_expenditures | $200 million | FY2026 | point | Raised |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $1.6B | +23.3% |
| Net income | $281.0M | +66.3% |
| Op income | $248.0M1 | +13.8% |
| EPS (dil.) | $1.63 | +68.0% |
| EPS (basic) | $1.64 | +69.1% |
| Gross margin | 68.0% | – |
| Op margin | 27.0% | +10.2pp |
| Net margin | 17.6% | +4.5pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $1.4B | +10.3% | $5.4B |
| Net income | $229.0M | -413.7% | $846.0M |
| Op income | $217.0M | -6.1% | $876.0M |
| EPS (dil.) | $1.33 | -416.7% | $4.89 |
| EPS (basic) | $1.34 | -419.1% | $4.91 |
| Op margin | 15.3% | -2.6pp | |
| Net margin | 16.1% | +21.8pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-06-04 | – | 40 | 128 |
| 8-K | 2026-05-19 | Q2 2026 | 10 | 0 |
| 8-K | 2026-04-23 | – | 1 | 0 |
| 8-K | 2026-03-24 | – | 1 | 0 |
| 8-K | 2026-03-13 | – | 1 | 0 |
| 10-Q | 2026-03-05 | – | 40 | 93 |
| 8-K | 2026-02-23 | Q1 2026 | 10 | 0 |
| 10-K | 2025-12-17 | – | 60 | 212 |
| 8-K | 2025-11-24 | Q4 2025 | 9 | 0 |
| 8-K | 2025-11-20 | – | 3 | 0 |
Showing the latest 10 of 52 — the full set is in the API.