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 | $5.5B | $4.8B | $4.4B | $4.7B | $4.4B |
| YoY growth | +22.8% | +18.6% | +10.4% | +14.2% | +16.4% |
| Gross margin | 61.4% | 58.0% | 55.9% | 57.4% | 57.9% |
| Operating margin | 42.3% | 37.5% | 33.3% | 35.1% | 35.1% |
| Net income | $2.0B | $1.5B | $1.2B | $1.4B | $1.3B |
| Diluted EPS | 2.14 | 1.68 | 1.28 | 1.48 | 1.41 |
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
Similar than in the previous 10-Q (2026-04-24: +26, +0 points)
10-Q of 2026-07-24 · 46.4% positive sentences, 20.7% negative · 140 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.
| Fundsmith · Terry Smith
held since Q1 2024 |
3.9% | $536.3M | -31% |
| Markel Group · Tom Gayner
held since Q3 2023 or earlier |
1.6% | $215.8M | = |
| Soros Fund Management · George Soros
held since Q2 2026 |
0.0% | $2.0M | new |
| Bridgewater Associates · Ray Dalio
held since Q2 2026 |
0.0% | $556K | new |
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.