| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $2.0B1 | -2.9% | $3.9B |
| Net income | $333.0M | +17.7% | – |
| Op income | $470.0M | +14.1% | $787.0M |
| EPS (dil.) | $1.60 | +25.0% | – |
| EPS (basic) | – | – | – |
| Gross margin | 43.6% | +6.0pp | |
| Op margin | 23.6% | +3.5pp | |
| Net margin | 16.7% | +2.9pp |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $1.9B1 | +6.5% |
| Net income | $228.0M | +15.2% |
| Op income | $316.0M | +10.5% |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
| Gross margin | 35.8% | 0.0pp |
| Op margin | 16.5% | +0.6pp |
| Net margin | 11.9% | +0.9pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $1.8B | -1.9% | $7.6B |
| Net income | $176.0M | – | – |
| Op income | $248.0M | -14.5% | $1.2B |
| EPS (dil.) | $0.80 | -5.9% | – |
| EPS (basic) | – | – | – |
| Gross margin | 33.9% | -0.8pp | |
| Op margin | 13.8% | -2.1pp | |
| Net margin | 9.2% | -0.8pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $1.9B | -3.3% | $5.8B |
| Net income | $645.0M | +0.8% | – |
| Op income | $1.0B | -6.7% | – |
| EPS (dil.) | $3.06 | +5.2% | – |
| EPS (basic) | – | – | – |
| Gross margin | 35.9% | -0.7pp | |
| Op margin | 17.4% | -0.5pp |
| Q2 FY25 | YoY | 6M FY25 | |
|---|---|---|---|
| Revenue | $2.1B | -1.9% | $3.9B |
| Net income | $482.0M | -3.8% | – |
| Op income | $698.0M | -2.4% | – |
| EPS (dil.) | $1.28 | +9.4% | – |
| EPS (basic) | – | – | – |
| Gross margin | 36.8% | +0.2pp | |
| Op margin | 18.1% | +0.3pp |
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | $1.8B | -6.5% |
| Net income | $186.0M | -13.5% |
| Op income | $286.0M | -10.1% |
| EPS (dil.) | $0.87 | -10.3% |
| EPS (basic) | – | – |
| Gross margin | 35.8% | +0.2pp |
| Op margin | 15.9% | -0.6pp |
| Q4 FY24 | YoY | FY24 | |
|---|---|---|---|
| Revenue | $1.8B | -2.9% | $7.8B |
| Net income | $822.0M | -9.5% | – |
| Op income | $290.0M | +17.4% | $1.4B |
| EPS (dil.) | $0.85 | 0.0% | $3.76 |
| EPS (basic) | – | – | – |
| Gross margin | 34.7% | 0.0pp | |
| Op margin | 15.9% | +2.8pp | |
| Net margin | 45.0% | -3.3pp |