Revenue Growth
Oracle's revenue increased by 14.2% year-over-year to $16.06 billion, driven by strong demand for cloud services.
Source: 10-Q Income Statement
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
Oracle's Q2 FY2026 results show significant growth in net income and EPS, driven by strong revenue increases and strategic financial management.
Revenue
$16.06B
+14.22% YoY
EPS (Diluted)
$2.10
+90.91% YoY
Operating Income
$4.73B
+12.11% YoY
Source: SEC XBRL
Oracle (ORCL) reported Q2 FY2026 revenue of $16.06B, up 14.2% year over year. Operating margin was 29.5%, down 0.5 points from 30.0% a year earlier. ORCL's fiscal Q2 FY2026 corresponds to calendar Q4 2025.
Last 4 quarters: 3 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 2.03 | 2.00 | Beat +1.4% |
| Mar 2026 | 1.79 | 1.74 | Beat +3.1% |
| Dec 2025This filing | 2.26 | 1.67 | Beat +35.2% |
| Sep 2025 | 1.47 | 1.51 | Miss -2.6% |
Adjusted (non-GAAP) EPS of $2.26 versus the $1.67 analyst consensus — a +35.2% beat for Dec 2025. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $2.10.
Compiled by AI from this SEC filing
Oracle's revenue increased by 14.2% year-over-year to $16.06 billion, driven by strong demand for cloud services.
Source: 10-Q Income Statement
Net income nearly doubled, rising by 94.7% to $6.14 billion, reflecting improved operational efficiency and strategic cost management.
Source: 10-Q Income Statement
Operating cash flow increased by 16.9% year-over-year, indicating robust cash generation capabilities.
Source: 10-Q Cash Flow Statement
Compiled by AI from this SEC filing · 1 high, 2 medium, 0 low
Oracle's significant increase in financing cash flow suggests a reliance on debt, which could pose risks if interest rates rise or cash flows decrease.
Source: 10-Q Cash Flow Statement
The operating margin decreased slightly to 29.46%, indicating potential cost pressures or inefficiencies that could impact future profitability.
Source: 10-Q Key Ratios
The substantial negative investing cash flow of $16.43 billion suggests heavy capital expenditures, which may not yield immediate returns.
Source: 10-Q Cash Flow Statement
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 16.06 $B | 14.06 $B | +14.22% |
Operating Income $B | 4.73 $B | 4.22 $B | +12.11% |
Net Income $B | 6.14 $B | 3.15 $B | +94.70% |
EPS (Basic) $ | 2.14 $ | 1.13 $ | +89.38% |
EPS (Diluted) $ | 2.10 $ | 1.10 $ | +90.91% |
R&D Expense $B | 2.56 $B | 2.47 $B | +3.64% |
Answers draw on this SEC filing and the data on this page
Oracle reported strong financial performance in Q3 FY2026 with significant revenue and net income growth, driven by robust operational efficiency and strategic investments.
Oracle delivered strong FY2026 results with revenue surging 17.3% to $67.4B and net income jumping 37.3% to $17.1B, driven by robust cloud infrastructure demand, while total assets expanded 55.5% to $261.8B reflecting significant capital deployment.
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