ORCL Q3 2026 Earnings — Income Statement Breakdown
For its Q3 2026 period (ending 2026-02-28), ORCL reported revenue of $17.2B, gross profit of $11.1B (64.6% gross margin), operating income of $5.5B, and net income of $3.7B (21.5% net margin). The flow of revenue into costs and profit is visualized below.
What changed
ORCL was profitable; revenue grew 21.7% year over year, and EPS beat consensus by $0.09.
| Comparison | Revenue | Net income | Net margin |
|---|---|---|---|
| Year over year | +21.7% | +26.0% | Not available |
| Quarter over quarter | +7.0% | −39.7% | −16.7 pp |
EPS was $1.43 versus $1.34 expected.
ORCL Q3 2026 Income Statement
| Line item | Amount (USD) | % of revenue |
|---|---|---|
| Revenue | $17.2B | 100% |
| Cost of Revenue | −$6.1B | 35.4% |
| Gross Profit | $11.1B | 64.6% |
| Research & Development | −$2.6B | 15.2% |
| Selling, General & Administrative | −$3.0B | 17.6% |
| Operating Income | $5.5B | 31.8% |
| Interest Expense | −$1.2B | 6.9% |
| Other Income, net | $132M | 0.8% |
| Income Tax Expense | −$695M | 4.0% |
| Net Income | $3.7B | 21.5% |
Source: original SEC filing (filed 2026-03-10). Accession 0001193125-26-100148. Data normalized by EarningsFyi.