| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $3.5B1 | +39.1% | $6.9B |
| Net income | $463.0M | +52.0% | $1.2B |
| Op income | – | – | – |
| EPS (dil.) | $0.61 | +35.6% | – |
| EPS (basic) | $0.63 | +37.0% | – |
| Net margin | 13.1% | +1.1pp |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $3.4B | +38.3% |
| Net income | $728.7M | +182.5% |
| Op income | – | – |
| EPS (dil.) | $1.021 | – |
| EPS (basic) | $1.04 | +160.0% |
| Net margin | 21.7% | +11.1pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $3.2B | +41.3% | $10.8B |
| Net income | $96.4M | -19.6% | $936.8M |
| Op income | – | – | – |
| EPS (dil.) | $0.14 | -26.3% | – |
| EPS (basic) | – | – | – |
| Net margin | 3.0% | -2.3pp |
| Q3 FY25 | YoY | |
|---|---|---|
| Revenue | $2.7B | +30.6% |
| Net income | $280.6M | -37.6% |
| Op income | – | – |
| EPS (dil.) | $0.41 | -43.8% |
| EPS (basic) | $0.42 | -43.2% |
| Net margin | 10.4% | -11.4pp |
| Q2 FY25 | YoY | |
|---|---|---|
| Revenue | $2.5B | +39.6% |
| Net income | $301.9M | +18.5% |
| Op income | – | – |
| EPS (dil.) | $0.45 | +7.1% |
| EPS (basic) | $0.46 | +9.5% |
| Net margin | 11.8% | -2.1pp |
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | $2.4B | +30.3% |
| Net income | $258.0M1 | +102.9% |
| Op income | – | – |
| EPS (dil.) | $0.40 | +81.8% |
| EPS (basic) | $0.40 | +81.8% |
| Net margin | 10.7% | +3.8pp |
| Q4 FY24 | YoY | FY24 | |
|---|---|---|---|
| Revenue | $2.3B | +28.6% | $8.0B |
| Net income | $123.8M1 | +39.9% | $972.9M |
| Op income | – | – | – |
| EPS (dil.) | $0.19 | +26.7% | $1.57 |
| EPS (basic) | $0.19 | +26.7% | – |
| Net margin | 5.5% | +0.5pp |
| Q3 FY24 | YoY | 9M FY24 | |
|---|---|---|---|
| Revenue | $2.1B | +23.7% | $5.7B |
| Net income | $456.8M | +239.1% | $849.1M |
| Op income | – | – | – |
| EPS (dil.) | $0.731 | +204.2% | – |
| EPS (basic) | $0.74 | +208.3% | – |
| Net margin | 22.2% | +14.1pp |