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Q2 FY26 Mar 28 – Jun 26, 2026
The numbers behind the diagram
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 6.27 | 100% | +6% |
| Recurring | 5.20 | 83% | +5% |
| Nonrecurring | 1.07 | 17% | +10% |
| Cost of revenue | −2.65 | 42% | |
| Gross profit | 3.61 | 58% margin | −2pp |
| R&D | −0.41 | 7% | +0pp |
| SG&A | −2.07 | 33% | −7pp |
| Operating profit | 1.13 | 18% margin | +5pp |
| Interest & other costs | −0.05 | ||
| Tax | −0.21 | ||
| Net profit | 0.87 | 14% margin | +5pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 5.95 | 100% | +4% |
| Recurring | 5.03 | 85% | +4% |
| Nonrecurring | 0.92 | 15% | −1% |
| Cost of revenue | −2.36 | 40% | |
| Gross profit | 3.59 | 60% margin | −1pp |
| R&D | −0.39 | 7% | +0pp |
| SG&A | −1.86 | 31% | −1pp |
| Operating profit | 1.34 | 23% margin | +0pp |
| Interest & other costs | −0.11 | ||
| Tax | −0.21 | ||
| Net profit | 1.03 | 17% margin | +1pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 6.84 | 100% | +5% |
| Recurring | 5.32 | 78% | +4% |
| Nonrecurring | 1.51 | 22% | +6% |
| Cost of revenue | −2.87 | 42% | |
| Gross profit | 3.97 | 58% margin | −1pp |
| R&D | −0.44 | 6% | +0pp |
| SG&A | −2.03 | 30% | −1pp |
| Operating profit | 1.50 | 22% margin | +0pp |
| Interest & other costs | −0.12 | ||
| Tax | −0.19 | ||
| Net profit | 1.20 | 18% margin | +1pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 6.05 | 100% | +4% |
| Recurring | 5.02 | 83% | +5% |
| Nonrecurring | 1.04 | 17% | +1% |
| Cost of revenue | −2.53 | 42% | |
| Gross profit | 3.52 | 58% margin | +0pp |
| R&D | −0.38 | 6% | +0pp |
| SG&A | −1.99 | 33% | −3pp |
| Operating profit | 1.15 | 19% margin | +3pp |
| Interest & other costs | −0.08 | ||
| Tax | −0.17 | ||
| Net profit | 0.91 | 15% margin | +1pp |
Financial health
The balance sheet, the quarter's capital flow, the debt schedule and the capital structure of the quarter shown above.
The balance sheet, capital flow, debt schedule and capital structure open with a free account.
Quarter by quarter
Every set of results we hold, newest first. Open one on its own page. The arrow beside a quarter shows it in the diagram above.
| Quarter | Period | Reported | Revenue | Year over year | Operating margin | Net profit | Net margin |
|---|---|---|---|---|---|---|---|
| Q2 FY26 Mar 28 – Jun 26, 2026 reported Jul 21, 2026 Operating margin 18% Net profit $0.87B | Mar 28 – Jun 26, 2026 | Jul 21, 2026 | $6.3B | +6% | 18% | $0.87B | 14% |
| Q1 FY26 Jan 1 – Mar 27, 2026 reported Apr 21, 2026 Operating margin 23% Net profit $1.03B | Jan 1 – Mar 27, 2026 | Apr 21, 2026 | $6.0B | +4% | 23% | $1.03B | 17% |
| Q4 FY25 Sep 27 – Dec 31, 2025 reported Feb 24, 2026 Operating margin 22% Net profit $1.20B | Sep 27 – Dec 31, 2025 | Feb 24, 2026 | $6.8B | +5% | 22% | $1.20B | 18% |
| Q3 FY25 Jun 28 – Sep 26, 2025 reported Oct 21, 2025 Operating margin 19% Net profit $0.91B | Jun 28 – Sep 26, 2025 | Oct 21, 2025 | $6.1B | +4% | 19% | $0.91B | 15% |
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