Also trades as: 0LI9.L (LSE) · $vol 0M

$620.52

+10.88 (+1.78%)

Weekly Expected Move ±8.1%

$520 $570 $621 $671 $721

NYSE · Technology · Communication Equipment · Tech Score Neutral · Power 58 · $37.6B mcap · 4M float · 3.12% daily turnover · Short 57% of daily vol

Revenue

$3.3B +27.2% ▲

5Y CAGR: +11.5%

Gross Profit

$1.5B +35.3% ▲

5Y CAGR: +10.6%

Operating Income

$1.2B +41.8% ▲

5Y CAGR: +9.8%

Net Income

$960M +34.9% ▲

5Y CAGR: +9.3%

EPS (Diluted)

$15.85 +34.8% ▲

5Y CAGR: +10.1%

EBITDA

$1.2B +40.3% ▲

5Y CAGR: +9.8%

View Full Income Statement

Line Item	FY2022	FY2023	FY2024	FY2025	FY2026
Revenue	$1.7B	$1.9B	$1.9B	$2.6B	$3.3B
YoY Growth	-10.9%	+14.7%	-0.6%	+33.4%	+27.2%
Cost of Revenue	$1.0B	$1.2B	$1.2B	$1.5B	$1.8B
Gross Profit	$670M	$761M	$740M	$1.1B	$1.5B
Gross Margin	39.6%	39.2%	38.4%	43.4%	46.2%
R&D Expenses	$138M	$145M	$160M	$170M	$204M
SG&A Expenses	$70M	$71M	$81M	$111M	$122M
Operating Expenses	$208M	$216M	$241M	$281M	$326M
Operating Income	$462M	$545M	$499M	$836M	$1.2B
Operating Margin	27.3%	28.1%	25.9%	32.5%	36.2%
Interest Expense	$18M	$58M	$75M	$31M	$2M
Income Before Tax	$444M	$486M	$424M	$806M	$1.2B
Tax Expense	$66M	$79M	$74M	$94M	$223M
Net Income	$379M	$408M	$350M	$712M	$960M
Net Margin	22.4%	21.0%	18.1%	27.7%	29.3%
EPS (Diluted)	$6.13	$6.74	$5.79	$11.76	$15.85
EBITDA	$476M	$561M	$518M	$858M	$1.2B
Shares Outstanding	62M	60M	60M	61M	61M

Line Item	FY2025 Q1	FY2025 Q2	FY2025 Q3	FY2025 Q4	FY2026 Q1	FY2026 Q2	FY2026 Q3	FY2026 Q4
Revenue	$550M	$600M	$664M	$759M	$734M	$815M	$788M	$937M
Cost of Revenue	$319M	$353M	$368M	$416M	$396M	$441M	$417M	$508M
Gross Profit	$232M	$247M	$296M	$343M	$337M	$374M	$371M	$429M
Gross Margin	42.1%	41.2%	44.5%	45.1%	46.0%	45.9%	47.0%	45.8%
R&D Expenses	$38M	$40M	$44M	$47M	$49M	$51M	$52M	$53M
SG&A Expenses	$24M	$28M	$25M	$34M	$27M	$30M	$28M	$36M
Operating Expenses	$62M	$68M	$69M	$81M	$76M	$81M	$80M	$89M
Operating Income	$169M	$179M	$227M	$261M	$262M	$293M	$291M	$340M
Operating Margin	30.7%	29.8%	34.2%	34.4%	35.7%	35.9%	36.9%	36.3%
Interest Expense	$11M	$11M	$5M	$3M	$3M	$2M	$661K	-$5M
Income Before Tax	$159M	$167M	$221M	$258M	$259M	$291M	$290M	$343M
Tax Expense	$31M	$31M	$41M	-$8M	$51M	$58M	$56M	$58M
Net Income	$128M	$137M	$180M	$267M	$208M	$234M	$234M	$285M
Net Margin	23.3%	22.8%	27.2%	35.1%	28.3%	28.7%	29.7%	30.4%
EPS (Diluted)	$2.12	$2.26	$2.98	$4.41	$3.43	$3.86	$3.86	$4.70
EBITDA	$175M	$183M	$234M	$266M	$267M	$297M	$295M	$323M
Shares Outstanding	60M	61M	61M	61M	61M	61M	61M	61M

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