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Information Technology

76 companies side by side, each showing its newest quarter, so you can see who is big in the sector and who turns it into profit. That is 74 minus the 1 whose statement we cannot draw; they are listed at the foot of the page. 3 of the rows above are companies we follow from outside the index, so the sector's own count does not include them.

Every figure here is one quarter, the newest each company has filed, so the quarters differ from row to row, and the rows run from the largest of those quarters down. The ranking on All companies adds up the last four instead, which is what makes companies on different fiscal years comparable. 2 companies report in other currencies, so they follow at the end in their own: their figures cannot be ordered against dollars.

Company Revenue, one quarter Year over year Operating margin Net profit Net margin
AAPL Apple Q3 FY26 Year over year +16% Operating margin 33% Net margin 27% $109.4B +16% 33% $29.8B 27%
NVDA Nvidia Q2 FY27 Year over year +106% Operating margin 66% Net margin 62% $96.2B +106% 66% $59.7B 62%
MSFT Microsoft Q1 FY27 Year over year +19% Operating margin 50% Net margin 40% $92.3B +19% 50% $36.6B 40%
MU Micron Technology Q4 FY26 Year over year +379% Operating margin 81% Net margin 70% $54.2B +379% 81% $37.7B 70%
DELL Dell Technologies Q2 FY27 Year over year +58% Operating margin 11% Net margin 9% $47.0B +58% 11% $4.1B 9%
AVGO Broadcom Q3 FY26 Year over year +86% Operating margin 54% Net margin 44% $29.6B +86% 54% $13.1B 44%
ORCL Oracle Q1 FY27 Year over year +30% Operating margin 35% Net margin 25% $19.3B +30% 35% $4.8B 25%
ACN Accenture Q4 FY26 Year over year +6% Operating margin 15% Net margin 11% $18.7B +6% 15% $2.0B 11%
CSCO Cisco Q4 FY26 Year over year +18% Operating margin 25% Net margin 22% $17.3B +18% 25% $3.9B 22%
IBM IBM Q2 FY26 Year over year +1% Operating margin 15% Net margin 13% $17.2B +1% 15% $2.2B 13%
INTC Intel Q3 FY26 Year over year +21% Operating margin 15% Net margin 20% $16.5B +21% 15% $3.3B 20%
HPQ HP Inc. Q3 FY26 Year over year +13% Operating margin 6% Net margin 4% $15.7B +13% 6% $0.7B 4%
HPE Hewlett Packard Enterprise Q3 FY26 Year over year +34% Operating margin 11% Net margin 13% $12.2B +34% 11% $1.5B 13%
AMD Advanced Micro Devices Q2 FY26 Year over year +50% Operating margin 17% Net margin 20% $11.5B +50% 17% $2.3B 20%
CRM Salesforce Q2 FY27 Year over year +11% Operating margin 21% Net margin 31% $11.3B +11% 21% $3.5B 31%
SMCI Supermicro Q4 FY26 Year over year +93% Operating margin 13% Net margin 11% $11.1B +93% 13% $1.2B 11%
SNDK Sandisk Q1 FY27 Year over year +378% Operating margin 80% Net margin 73% $11.0B +378% 80% $8.1B 73%
JBL Jabil Q4 FY26 Year over year +29% Operating margin 6% Net margin 4% $10.6B +29% 6% $0.4B 4%
QCOM Qualcomm Q3 FY26 Year over year −4% Operating margin 16% Net margin 20% $9.9B −4% 16% $2.0B 20%
AMAT Applied Materials Q3 FY26 Year over year +25% Operating margin 34% Net margin 28% $9.1B +25% 34% $2.5B 28%
APH Amphenol Q2 FY26 Year over year +55% Operating margin 30% Net margin 20% $8.8B +55% 30% $1.8B 20%
FLEX Flex Q2 FY27 Year over year +25% Operating margin 5% Net margin 3% $8.5B +25% 5% $0.3B 3%
LRCX Lam Research Q1 FY27 Year over year +54% Operating margin 40% Net margin 33% $8.2B +54% 40% $2.8B 33%
ADBE Adobe Q3 FY26 Year over year +13% Operating margin 35% Net margin 27% $6.8B +13% 35% $1.8B 27%
CDW CDW Q2 FY26 Year over year +10% Operating margin 7% Net margin 4% $6.6B +10% 7% $0.3B 4%
TXN Texas Instruments Q3 FY26 Year over year +28% Operating margin 47% Net margin 40% $6.1B +28% 47% $2.4B 40%
CTSH Cognizant Q3 FY26 Year over year +5% Operating margin 15% Net margin 11% $5.7B +5% 15% $0.6B 11%
TEL TE Connectivity Q3 FY26 Year over year +14% Operating margin 19% Net margin 14% $5.2B +14% 19% $0.7B 14%
GLW Corning Q3 FY26 Year over year +18% Operating margin 19% Net margin 14% $4.9B +18% 19% $0.7B 14%
WDC Western Digital Q1 FY27 Year over year +55% Operating margin 47% Net margin 41% $4.4B +55% 47% $1.8B 41%
INTU Intuit Q4 FY26 Year over year +14% Operating margin 11% Net margin 8% $4.4B +14% 11% $0.4B 8%
STX Seagate Technology Q1 FY27 Year over year +61% Operating margin 49% Net margin 42% $4.2B +61% 49% $1.8B 42%
KLAC KLA Q1 FY27 Year over year +29% Operating margin 45% Net margin 37% $4.1B +29% 45% $1.5B 37%
NOW ServiceNow Q3 FY26 Year over year +21% Operating margin 9% Net margin 7% $4.1B +21% 9% $0.3B 7%
ADI Analog Devices Q3 FY26 Year over year +40% Operating margin 40% Net margin 33% $4.0B +40% 40% $1.3B 33%
NXPI NXP Semiconductors Q3 FY26 Year over year +19% Operating margin 32% Net margin 23% $3.8B +19% 32% $0.9B 23%
PANW Palo Alto Networks Q4 FY26 Year over year +34% Operating margin 5% Net margin −8% $3.4B +34% 5% −$0.3B −8%
MSI Motorola Solutions Q2 FY26 Year over year +13% Operating margin 26% Net margin 18% $3.1B +13% 26% $0.6B 18%
ANET Arista Networks Q2 FY26 Year over year +38% Operating margin 45% Net margin 40% $3.0B +38% 45% $1.2B 40%
MRVL Marvell Technology Q2 FY27 Year over year +37% Operating margin 17% Net margin 11% $2.7B +37% 17% $0.3B 11%
WDAY Workday Q2 FY27 Year over year +13% Operating margin 12% Net margin 24% $2.6B +13% 12% $0.6B 24%
SNPS Synopsys Q3 FY26 Year over year +42% Operating margin 14% Net margin 22% $2.5B +42% 14% $0.5B 22%
ROP Roper Technologies Q2 FY26 Year over year +9% Operating margin 28% Net margin 55% $2.1B +9% 28% $1.2B 55%
FTNT Fortinet Q3 FY26 Year over year +20% Operating margin 34% Net margin 31% $2.1B +20% 34% $0.6B 31%
ADSK Autodesk Q2 FY27 Year over year +16% Operating margin 29% Net margin 24% $2.0B +16% 29% $0.5B 24%
PLTR Palantir Technologies Q2 FY26 Year over year +93% Operating margin 47% Net margin 55% $1.9B +93% 47% $1.1B 55%
KEYS Keysight Technologies Q3 FY26 Year over year +37% Operating margin 25% Net margin 22% $1.8B +37% 25% $0.4B 22%
NTAP NetApp Q1 FY27 Year over year +17% Operating margin 27% Net margin 21% $1.8B +17% 27% $0.4B 21%
COHR Coherent Q3 FY26 Year over year +21% Operating margin 13% Net margin 11% $1.8B +21% 13% $0.2B 11%
TDY Teledyne Technologies Q3 FY26 Year over year +9% Operating margin 21% Net margin 16% $1.7B +9% 21% $0.3B 16%
IT Gartner Q2 FY26 Year over year −1% Operating margin 23% Net margin 16% $1.7B −1% 23% $0.3B 16%
CIEN Ciena Q3 FY26 Year over year +37% Operating margin 18% Net margin 16% $1.7B +37% 18% $0.3B 16%
CDNS Cadence Design Systems Q3 FY26 Year over year +22% Operating margin 26% Net margin 18% $1.6B +22% 26% $0.3B 18%
ON ON Semiconductor Q2 FY26 Year over year +9% Operating margin 16% Net margin 14% $1.6B +9% 16% $0.2B 14%
ZBRA Zebra Technologies Q2 FY26 Year over year +20% Operating margin 21% Net margin 15% $1.6B +20% 21% $0.2B 15%
MCHP Microchip Technology Q1 FY27 Year over year +38% Operating margin 23% Net margin 15% $1.5B +38% 23% $0.2B 15%
CRWD CrowdStrike Q2 FY27 Year over year +26% Operating margin −2% Net margin 0% $1.5B +26% −2% $<0.1B 0%
Q Qnity Electronics Q2 FY26 Year over year +22% Operating margin 16% Net margin 10% $1.4B +22% 16% $0.1B 10%
GEN Gen Digital Q2 FY27 Year over year +12% Operating margin 37% Net margin 21% $1.4B +12% 37% $0.3B 21%
GDDY GoDaddy Q3 FY26 Year over year +6% Operating margin 27% Net margin 20% $1.3B +6% 27% $0.3B 20%
TER Teradyne Q3 FY26 Year over year +70% Operating margin 31% Net margin 26% $1.3B +70% 31% $0.3B 26%
FSLR First Solar Q3 FY26 Year over year −23% Operating margin 44% Net margin 46% $1.2B −23% 44% $0.6B 46%
DDOG Datadog Q2 FY26 Year over year +36% Operating margin 0% Net margin 4% $1.1B +36% 0% $<0.1B 4%
AKAM Akamai Technologies Q2 FY26 Year over year +5% Operating margin 7% Net margin 7% $1.1B +5% 7% $0.1B 7%
LITE Lumentum Q4 FY26 Year over year +109% Operating margin 28% Net margin −712% $1.0B +109% 28% −$7.2B −712%
MPWR Monolithic Power Systems Q2 FY26 Year over year +48% Operating margin 31% Net margin 26% $1.0B +48% 31% $0.3B 26%
TRMB Trimble Q2 FY26 Year over year +11% Operating margin 14% Net margin −49% $1.0B +11% 14% −$0.5B −49%
SWKS Skyworks Solutions Q3 FY26 Year over year −3% Operating margin 5% Net margin 4% $0.9B −3% 5% $<0.1B 4%
FFIV F5, Inc. Q3 FY26 Year over year +11% Operating margin 25% Net margin 24% $0.9B +11% 25% $0.2B 24%
FICO Fair Isaac Q3 FY26 Year over year +26% Operating margin 54% Net margin 35% $0.7B +26% 54% $0.2B 35%
TYL Tyler Technologies Q3 FY26 Year over year +9% Operating margin 18% Net margin 15% $0.6B +9% 18% $0.1B 15%
PTC PTC Q3 FY26 Year over year −7% Operating margin 28% Net margin 20% $0.6B −7% 28% $0.1B 20%
VRSN Verisign Q2 FY26 Year over year +6% Operating margin 68% Net margin 50% $0.4B +6% 68% $0.2B 50%
MSTR Strategy outside the index Q2 FY26 Year over year +7% Operating margin −6808% Net margin −6717% $0.1B +7% −6808% −$8.2B −6717%
ASML ASML outside the index EUR Q2 FY26 Year over year +21% Operating margin 37% Net margin 31% €9.3B +21% 37% €2.9B 31%
TSM TSMC outside the index TWD Q2 FY26 Year over year +36% Operating margin 60% Net margin 56% NT$1,270.4B +36% 60% NT$706.6B 56%

Diagrams

the 9 largest

Cost of revenue Operating expenses Tax and other Net profit

In the bar on each card, every block is its share of revenue.

The rest of the sector

1 company

In the index, in this sector, and not in the table above. A bank, an insurer or a property trust does not have an income statement this shape, so there is no diagram to draw; the rest are ones we have not drawn yet. Each one still has a page.