Three-Statement Breakdown
REVENUE UP
Revenue rose 15% year over year to $2.2B, and carried a 40.2% net margin.
REVENUE
+15.1%
2,185
GROSS PROFIT
+18.3%
1,667
NET INCOME
+51.9%
878
EPS (DILUTED)
+56.7%
$5.03
| Income statement | 24-09 | 24-12 | 25-03 | 25-06 | 25-09 | 25-12 | 26-03 | QoQ | YoY | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1,813 | 1,672 | 1,924 | 1,898 | 2,007 | 1,889 | 2,079 | 2,185 | +5.1% | +15.1% | |
| Cost of revenue | (512) | (497) | (491) | (489) | (492) | (501) | (531) | (518) | -2.4% | +5.9% | |
| Gross profit |
|
1,301 | 1,175 | 1,433 | 1,409 | 1,515 | 1,388 | 1,548 | 1,667 | +7.7% | +18.3% |
| SG&A | (434) | (442) | (439) | (443) | (453) | (468) | (477) | (463) | -2.9% | +4.5% | |
| Operating income | 738 | 561 | 846 | 818 | 917 | 770 | 922 | 1,046 | +13.4% | +27.9% | |
| Interest expense | -60 | -52 | -61 | -61 | -58 | -33 | -66 | -58 | — | — | |
| Income tax | (169) | (130) | (179) | (193) | (220) | (76) | (209) | (292) | +39.7% | +51.3% | |
| Net income | 534 | 395 | 625 | 578 | 646 | 610 | 661 | 878 | +32.8% | +51.9% | |
| EPS (diluted) |
NOT DISCLOSED
10-Q
|
$2.93 | — | $3.46 | $3.21 | $3.60 | — | $3.73 | $5.03 | +34.9% | +56.7% |
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SELECTED · GROSS PROFIT · YoY BRIDGE
FROM1,409
REVENUE+287
COST OF REVENUE-29
TO1,667
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SRC 10-Q FILED 2026-07-23 ↗