Technical events and factor profile →
This 10-Q introduces no material changes to the risk factors vs. the latest annual report.
| Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | |
|---|---|---|---|---|---|
| Revenue | $9.3B | $8.8B | $8.8B | $8.6B | $8.5B |
| YoY growth | +9.3% | +8.2% | +5.8% | +3.1% | +2.8% |
| Gross margin | — | — | — | — | — |
| Operating margin | 27.5% | 27.8% | 23.0% | 27.5% | 27.7% |
| Net income | $1.9B | $1.9B | $1.5B | $1.9B | $1.8B |
| Diluted EPS | 4.15 | 3.98 | 3.28 | 4.09 | 3.73 |
XBRL data filed with the SEC. The fourth fiscal quarter is calculated as the full year minus the previous three quarters.
0 = the lowest in the universe, 100 = the highest. It describes how the stock has behaved, not whether to buy or sell it. Screen stocks by factors
More optimistic than in the previous 10-Q (2026-05-01: +23, +5 points)
10-Q of 2026-07-31 · 39.8% positive sentences, 11.0% negative · 191 sentences analysed
Index from −100 to +100 calculated with FinBERT on the results discussion (MD&A). The change matters more than the level: some sectors always sound more cautious.
| Lone Pine Capital · Stephen Mandel
held since Q2 2026 |
4.9% | $808.6M | new |
| Soros Fund Management · George Soros
held since Q1 2026 |
2.3% | $138.7M | = |
| Markel Group · Tom Gayner
held since Q3 2023 or earlier |
0.9% | $111.9M | +5% |
| Duquesne Family Office · Stanley Druckenmiller
held since Q1 2026 |
0.5% | $21.4M | = |
Weight in each fund's portfolio and change vs. the previous quarter, from its latest 13F.
Source: SEC EDGAR. Automatic comparison of the risk factors section; it may contain extraction errors. Always check the original document. For information purposes only; not investment advice.