Oracle Corporation (ORCL)

Oracle topped consensus on both adjusted EPS and revenue in the first fiscal quarter of 2027, based on preliminary results reported September 10, 2026, with adjusted EPS of $1.92 topping the $1.74 estimate (+10.3%) and revenue of $19.345 billion topping the $19.135 billion estimate (+1.1%). Revenue rose about 30% to roughly $19.3 billion from about $14.9 billion a year ago, while net income climbed about 63% to roughly $4.8 billion from about $2.9 billion. Profitability was reflected in GAAP operating income of about $6.7 billion, with operating margin near 35%. Adjusted EPS increased ~31% from $1.47 a year ago to $1.92. Oracle generated operating cash flow of roughly $23.1 billion and paid about $1.6 billion in dividends during the quarter. For the next period, consensus calls for EPS of $1.91 on revenue of $21.184 billion.