Three-Statement Breakdown
REVENUE UP
Revenue rose 9.8% year over year to $1.7B, and carried a 15.1% net margin.
REVENUE
+9.8%
1,662
GROSS PROFIT
+14.5%
738
NET INCOME
+19.9%
252
EPS (DILUTED)
+21.2%
$5.37
| Income statement | 24-09 | 24-12 | 25-03 | 25-06 | 25-09 | 25-12 | 26-03 | QoQ | YoY | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1,444 | 1,502 | 1,450 | 1,514 | 1,540 | 1,612 | 1,560 | 1,662 | +6.6% | +9.8% | |
| Cost of revenue | (824) | (860) | (830) | (869) | (880) | (921) | (886) | (924) | +4.3% | +6.4% | |
| Gross profit |
|
620 | 643 | 620 | 645 | 660 | 691 | 674 | 738 | +9.5% | +14.5% |
| Research & development | (73) | (71) | (74) | (82) | (83) | (77) | (85) | (90) | +6.6% | +9.5% | |
| SG&A |
RESTATED · WAS (299)
10-Q
|
(226) | (232) | (234) | (229) | (238) | (230) | (237) | (259) | +9.0% | +12.8% |
| Operating income | 271 | 237 | 259 | 278 | 283 | 330 | 294 | 333 | +13.3% | +19.8% | |
| Interest expense | (16) | (14) | (17) | (18) | (13) | (12) | (12) | (14) | +10.6% | -22.7% | |
| Income tax | -7 | (26) | (50) | (50) | (53) | (46) | (52) | (70) | +34.1% | +38.6% | |
| Net income | 262 | 198 | 189 | 210 | 221 | 276 | 227 | 252 | +11.0% | +19.9% | |
| EPS (diluted) |
NOT DISCLOSED
10-Q
|
$5.54 | — | $3.99 | $4.43 | $4.65 | — | $4.85 | $5.37 | +10.7% | +21.2% |
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SELECTED · GROSS PROFIT · YoY BRIDGE
FROM645
REVENUE+149
COST OF REVENUE-55
ROUNDING-1
TO738
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SRC 10-Q FILED 2026-07-24 ↗