๐น Revenue: $11.1B (Est. $11.55B) ๐ด
๐น Adj. EPS: $1.70 (Est. $0.96) ๐ข ; +315% YoY
๐น Gross Margin: 17.5%; +800 bps YoY
FY27 Guide:
๐น Revenue: $65B-$72B (Est. $52.5B) ๐ข
Q1 Guide:
๐น Revenue: $14.5B-$15.5B (Est. $11.68B) ๐ข
๐น Adj. EPS: $1.01-$1.10 (Est. $0.76) ๐ข
๐น GAAP EPS: $0.89-$0.98
๐น GAAP Tax Rate: 20.1%
๐น Non-GAAP Tax Rate: 20.5%
๐น GAAP Diluted Share Count: 745 million shares
๐น Non-GAAP Diluted Share Count: 761 million
Other Q4 Metrics:
๐น Net Income: $1.2B (Est. $636M) ๐ข
๐น Adjusted EBITDA: $1.7B (Est. $655M) ๐ข
๐น Operating Income: $1.5B (Est. $799M) ๐ข
๐น Cash Flow Provided by Operations: $747M
Comments:
๐ธ โgenerated more than $60 billion in new orders, and booked record backlog entering fiscal 2027โ