🔹 Revenue: $11.1B (Est. $11.55B) 🔴
🔹 Adj. EPS: $1.70 (Est. $0.96) 🟢 ; +315% YoY
🔹 Gross Margin: 17.5%; +800 bps YoY
FY27 Guide:
🔹 Revenue: $65B-$72B (Est. $52.5B) 🟢
Q1 Guide:
🔹 Revenue: $14.5B-$15.5B (Est. $11.68B) 🟢
🔹 Adj. EPS: $1.01-$1.10 (Est. $0.76) 🟢
🔹 GAAP EPS: $0.89-$0.98
🔹 GAAP Tax Rate: 20.1%
🔹 Non-GAAP Tax Rate: 20.5%
🔹 GAAP Diluted Share Count: 745 million shares
🔹 Non-GAAP Diluted Share Count: 761 million
Other Q4 Metrics:
🔹 Net Income: $1.2B (Est. $636M) 🟢
🔹 Adjusted EBITDA: $1.7B (Est. $655M) 🟢
🔹 Operating Income: $1.5B (Est. $799M) 🟢
🔹 Cash Flow Provided by Operations: $747M
Comments:
🔸 “generated more than $60 billion in new orders, and booked record backlog entering fiscal 2027”