| Q3 FY26 | YoY | 9M FY26 | |
|---|---|---|---|
| Revenue | $1.8B | +36.5% | $5.2B |
| Net income | $397.0M | +107.9% | $1.0B |
| Op income | $461.0M1 | +97.0% | $1.1B |
| EPS (dil.) | $2.30 | +109.1% | – |
| EPS (basic) | – | – | – |
| Op margin | 25.0% | +7.7pp | |
| Net margin | 21.5% | +7.4pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| revenue | $1,930 million to $1,950 million | Q4 2026 | tight_range | New |
| earnings_per_share | $3.34 to $3.40 | Q4 2026 | tight_range | New |
| revenue_growth | 32% | FY2026 | point | Raised |
| earnings_per_share_growth | 60% | FY2026 | point | New |
| cost_synergies_realized | 80-90% | exiting FY2026 | tight_range | New |
| 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% | – | |
| Net margin | 20.3% | +0.7pp |
| 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% | – |
| 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 | 2026-09-02 | – | 40 | 109 |
| 8-K | 2026-08-26 | – | 3 | 0 |
| 8-K | 2026-08-18 | – | 11 | 0 |
| 10-Q | 2026-06-04 | – | 40 | 128 |
| 8-K | 2026-05-19 | – | 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 | – | 10 | 0 |
Showing the latest 10 of 53 — the full set is in the API.