Revenue Growth Driven by Demand
NVIDIA's revenue surged by 62.5% YoY, attributed to strong demand in data centers and gaming sectors.
Source: Source: 10-Q Income Statement, p.1
AI Takeaway
NVIDIA reported a significant 62.5% year-over-year revenue increase in Q3 FY2026, driven by strong demand and operational efficiency, despite slight margin compression.
Revenue
$57.01B
++62.49% YoY
EPS (Basic)
$1.31
++65.82% YoY
Gross Margin
73.4%
-1.15% YoY
Operating Income
$36.01B
++64.66% YoY
Filed · Analysis updated · Source: SEC EDGAR 10-Q filing
NVIDIA's revenue surged by 62.5% YoY, attributed to strong demand in data centers and gaming sectors.
Source: Source: 10-Q Income Statement, p.1
Cost of revenue increased by 69.8% YoY, slightly outpacing revenue growth, leading to a minor decrease in gross margin.
Source: Source: 10-Q Income Statement, p.1
R&D expenses grew by 38.8% YoY, reflecting NVIDIA's commitment to innovation and maintaining competitive advantage.
Source: Source: 10-Q Income Statement, p.1
Ongoing global supply chain issues could impact NVIDIA's ability to meet demand, potentially affecting revenue and profitability.
Source: Source: General Industry Knowledge
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Upgrade to unlockReported EPS of $1.30 versus the $1.27 analyst consensus — a +2.0% beat for Q3 FY2026.
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue | $57.01B | $35.08B | +62.49% |
Cost of Revenue | $15.16B | $8.93B | +69.81% |
Gross Profit | $41.85B | $26.16B | +60.00% |
Operating Income | $36.01B | $21.87B | +64.66% |
Net Income | $31.91B | $19.31B | +65.26% |
EPS (Basic) | $1.31 | $0.79 | +65.82% |
EPS (Diluted) | $1.30 | $0.78 | +66.67% |
R&D Expense | $4.71B | $3.39B | +38.79% |
SG&A Expense | $1.13B | $897M | +26.42% |
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Total Assets | $161.15B | $96.01B | +67.84% |
Current Assets | $116.49B | $67.64B | +72.22% |
Total Liabilities | $42.25B | $30.11B | +40.30% |
Current Liabilities | $26.07B | $16.48B | +58.23% |
Stockholders' Equity | $118.9B | $65.9B | +80.42% |
Cash & Equivalents | $11.49B | $9.11B | +26.12% |
Long-Term Debt | $8.47B | $8.46B | +0.06% |
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Operating Cash FlowYTD | $66.53B | $47.46B | +40.18% |
Investing Cash FlowYTD | $-21.37B | $-13.22B | -61.59% |
Financing Cash FlowYTD | $-42.27B | $-32.41B | -30.41% |
Dividends PaidYTD | $732M | $589M | +24.28% |
Share BuybacksYTD | $36.27B | $25.89B | +40.07% |
D&AYTD | $2.03B | $1.32B | +53.75% |
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Gross Margin | 73.4% | 74.6% | -1.15% |
Operating Margin | 63.2% | 62.3% | +0.83% |
Net Margin | 56.0% | — | — |
ROE | 26.8% | — | — |
ROA | 19.8% | — | — |
Current Ratio | $4.468 | — | — |
Debt to Equity | $0.355 | — | — |
NVIDIA delivered extraordinary Q2 FY2026 results with revenue surging 85.2% YoY to $81.6B, net income tripling to $58.3B, and gross margin expanding to 74.9%, driven by insatiable demand for AI computing infrastructure.
NVIDIA delivered exceptional FY2026 results with revenue surging 65.5% YoY to $215.9B and net income jumping 64.7% to $120.1B, driven by explosive demand for AI computing infrastructure.
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The filing does not specify earnings estimates, but NVIDIA reported strong revenue and net income growth, indicating positive performance.
Key takeaways include a 62.5% YoY revenue increase, strong net income growth, and slight gross margin compression due to rising costs.
NVIDIA faces risks from supply chain disruptions, market competition, and potential regulatory changes.
NVIDIA's revenue grew by 62.5% YoY to $57.01B, driven by strong demand in data centers and gaming.
NVIDIA shows strong financial health with significant revenue and net income growth, a high current ratio of 4.47, and stable debt levels.