Overview
- Revenue rose 30% to $3.16 billion and adjusted EPS reached $2.46 in fiscal Q4, both ahead of forecasts.
- Guidance for Q1 FY26 calls for about $3.5 billion in revenue and $2.88 in adjusted EPS at the midpoint, implying roughly 11% sequential growth above typical seasonality.
- Trailing 12‑month operating cash flow totaled $5.1 billion and free cash flow was $4.6 billion, reflecting strong cash conversion.
- The company returned $1 billion to shareholders in the quarter and raised its quarterly dividend 11% to $1.10, extending its increase streak to 22 years.
- Gross margin improved to 64.7% and adjusted gross margin to 71.2% as industrial and communications demand, including AI-driven computing and connectivity, helped drive results.