Three-Statement Breakdown
REVENUE UP
Revenue rose 20% year over year to $4.0B, and carried a 5.6% net margin.
REVENUE
+19.7%
3,997
GROSS PROFIT
+7.6%
697
NET INCOME
+3.7%
223
EPS (DILUTED)
+9.2%
$0.83
| Income statement | 24-09 | 24-12 | 25-03 | 25-06 | 25-09 | 25-12 | 26-03 | QoQ | YoY | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3,082 | 2,880 | 3,097 | 3,338 | 3,379 | 3,347 | 3,603 | 3,997 | +10.9% | +19.7% | |
| Cost of revenue | (2,425) | (2,289) | (2,493) | (2,690) | (2,701) | (2,699) | (2,957) | (3,300) | +11.6% | +22.7% | |
| Gross profit |
|
545 | 480 | 604 | 648 | 678 | 648 | 646 | 697 | +7.9% | +7.6% |
| SG&A | (142) | (129) | (149) | (137) | (130) | (150) | (150) | (163) | +8.7% | +19.0% | |
| Interest expense | (67) | (65) | (70) | (81) | (85) | (78) | (78) | (79) | +1.3% | -2.5% | |
| Income tax | (42) | (15) | (53) | (61) | (76) | (50) | (62) | (65) | +4.8% | +6.6% | |
| Net income | 199 | -30 | 179 | 215 | 321 | 200 | 205 | 223 | +8.8% | +3.7% | |
| EPS (diluted) |
NOT DISCLOSED
10-Q
|
$0.65 | -$0.11 | $0.63 | $0.76 | $1.18 | — | $0.77 | $0.83 | +7.8% | +9.2% |
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SELECTED · GROSS PROFIT · YoY BRIDGE
FROM648
REVENUE+659
COST OF REVENUE-610
TO697
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SRC 10-Q FILED 2026-08-04 ↗