Three-Statement Breakdown
REVENUE UP
Revenue rose 21% year over year to $8.5B, and carried a 9.6% net margin.
REVENUE
+21.4%
8,531
GROSS PROFIT
+9.9%
2,855
NET INCOME
-16.4%
821
EPS (DILUTED)
-15.9%
$2.11
| Income statement | 24-09 | 24-12 | 25-03 | 25-06 | 25-09 | 25-12 | 26-03 | QoQ | YoY | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 6,345 | 6,240 | 6,377 | 7,028 | 6,988 | 7,055 | 7,451 | 8,531 | +14.5% | +21.4% | |
| Cost of revenue | (3,899) | (3,811) | (3,930) | (4,431) | (4,313) | (4,457) | (4,799) | (5,676) | +18.3% | +28.1% | |
| Gross profit |
|
2,446 | 2,429 | 2,447 | 2,597 | 2,675 | 2,598 | 2,652 | 2,855 | +7.7% | +9.9% |
| Research & development | (207) | (202) | (198) | (192) | (203) | (204) | (211) | (227) | +7.6% | +18.2% | |
| SG&A | (1,028) | (1,003) | (1,048) | (1,149) | (1,105) | (1,009) | (1,269) | (1,236) | -2.6% | +7.6% | |
| Interest expense | (29) | (42) | (33) | (71) | (67) | (70) | (106) | (201) | +89.6% | +183.1% | |
| Income tax | (193) | (195) | (212) | (203) | (264) | (162) | (240) | (321) | +33.8% | +58.1% | |
| Net income | 1,009 | 971 | 964 | 982 | 1,010 | 1,131 | 866 | 821 | -5.2% | -16.4% | |
| EPS (diluted) |
NOT DISCLOSED
10-Q
|
$2.53 | — | $2.45 | $2.51 | $2.59 | — | $2.22 | $2.11 | -5.0% | -15.9% |
Click a line to select it — Enter or the EXPAND pill folds out its quarter-by-quarter history.
SELECTED · GROSS PROFIT · YoY BRIDGE
FROM2,597
REVENUE+1,503
COST OF REVENUE-1,245
TO2,855
No bridge for this line yet — select Gross profit to see its YoY walk.
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SRC 10-Q FILED 2026-07-31 ↗