Broadcom Inc. (AVGO)

Broadcom topped consensus on both adjusted EPS and revenue in the third fiscal quarter of 2026, based on preliminary results reported September 2, 2026, with adjusted EPS of $3.32 topping the $3.22 estimate (+3.1%) and revenue of $29.591 billion topping the $29.241 billion estimate (+1.2%). Revenue rose ~86% to about $29.6 billion (up from about $16.0 billion a year ago), reflecting growth across its semiconductor and infrastructure software-linked businesses including Wired Infrastructure, Wireless Communications, Enterprise Storage, and Industrial & Other. Profitability remained elevated, with gross margin at roughly 69% and operating margin near 54%, alongside gross profit of around $20.5 billion and operating income of about $16.0 billion. Net income climbed roughly 216% to about $13.1 billion (up from about $4.1 billion a year ago). Broadcom generated operating cash flow of roughly $14.2 billion and paid about $3.1 billion in dividends during the quarter. For the next period, consensus calls for EPS of $3.83 on revenue of $34.615 billion.