Palo Alto Networks, Inc. logo PANW - Palo Alto Networks, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 63
HOLD 21
SELL 2
STRONG
SELL
0
| PRICE TARGET: $230.58 DETAILS
HIGH: $285.00
LOW: $180.00
MEDIAN: $220.00
CONSENSUS: $230.58
DOWNSIDE: 10.88%
Metric 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2 2013 Q1 2012 Q4 2012 Q3 2012 Q2 2012 Q1 2011 Q4 2011 Q3
Revenue
Revenue 2,594 2,474 2,536.3 2,289 2,257.4 2,139 2,189.5 1,984.8 1,975.1 1,878.1 1,953.3 1,720.9 1,655.1 1,563.4 1,550.5 1,386.7 1,316.9 1,247.4 1,219.3 1,073.9 1,016.9 946 950.4 869.4 816.7 771.9 805.8 726.6 711.2 656 658.1 567.1 542.4 505.5 509.1 431.8 422.6 398.1 400.8 345.8 283.9 234.2 217.7 192.3 178.2 150.7 141.1 128.2 112.4 101.3 96.5 85.9 75.6 65.7 56.7 57.1 40.2 31.2
Cost of Revenue 685 638 679 619.3 599.2 554 573.7 513.6 499.1 472.8 506.8 474.8 466.2 461.9 492.3 440.5 405.3 380.6 358.9 330.6 307.6 277.8 290.4 258.3 233.1 217.7 217.4 204.9 202.6 183.5 184.7 159.9 159.3 141.4 138.5 123.7 113.2 101.3 101.7 94.9 74.3 64.4 59.3 53.5 48.6 39.7 37.5 33.8 30.3 27.7 27.6 24.2 21.6 18.6 15.5 14.8 11.4 8.3
Gross Profit 1,909 1,836 1,857.3 1,669.7 1,658.2 1,585 1,615.8 1,471.2 1,476 1,405.3 1,446.5 1,246.1 1,188.9 1,101.5 1,058.2 946.2 911.6 866.8 860.4 743.3 709.3 668.2 660 611.1 583.6 554.2 588.4 521.7 508.6 472.5 473.4 407.2 383.1 364.1 370.6 308.1 309.4 296.8 299.1 250.9 209.6 169.8 158.3 138.9 129.6 111.0 103.6 94.4 82.1 73.6 68.9 61.7 54.1 47.1 41.2 42.3 28.9 22.9
Operating Expenses
R&D Expenses 511 528 503.5 494.5 505.7 481 494.8 457.2 447.9 409.5 414.4 413.7 404.1 371.8 363.8 355.4 359 339.5 325.3 311 266.7 237.4 215.9 196.3 185.4 170.5 158.7 139.1 128.3 113.4 110.3 99.6 96.6 94.2 87.3 86 89.9 84.6 76.5 74 53.1 48.5 46.9 37.3 32.8 27.8 24.3 19.9 17.6 16.0 15.5 13.3 11.7 10.5 8.5 7.8 6.9 5.4
SG&A Expenses 1,001 999 856.6 956.4 912.1 818 882.6 837.3 974.5 780.6 778.6 753.7 744.9 714.5 679 638.4 626.5 610 595.5 542.7 531.4 475.3 461.9 471.3 451.1 435.5 439.6 401.3 373.7 391.2 354.5 353.5 312.1 319.8 310.6 271.2 273.9 261.7 268 229.4 191.0 158.1 149.8 125.4 122.2 107.7 96.5 81.5 71.4 64.0 55.5 51.6 46.6 36.6 31.4 27.5 27.3 19.5
Other Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 121.2 20 0 0 0 0 0 0 0 0 0 0 0
Operating Expenses 1,512 1,527 1,360.1 1,450.9 1,417.8 1,299 1,377.4 1,294.5 1,422.4 1,190.1 1,193 1,167.4 1,149 1,086.3 1,042.8 993.8 985.5 949.5 920.8 853.7 798.1 712.7 677.8 667.6 636.5 606 598.3 540.4 502 504.6 464.8 453.1 408.7 414 397.9 357.2 363.8 345.9 344.5 303.4 244.1 206.5 196.8 162.7 155.1 256.7 140.7 101.4 89.0 80.0 71.0 64.9 58.3 47.1 39.9 35.4 34.3 24.9
Operating Income
Operating Income 400 309 497.2 218.8 240.4 286 238.4 176.7 53.6 215.2 253.5 78.7 39.9 15.2 15.4 (47.6) (73.9) (82.7) (60.4) (110.4) (88.8) (44.5) (17.8) (56.5) (52.9) (51.8) (9.9) (18.7) 6.6 (32.1) 8.6 (45.3) (22.5) (53.5) (27.3) (49.1) (54.4) (49) (45.4) (52.5) (34.5) (36.7) (38.5) (23.8) (25.4) (145.7) (37.2) (7.0) (6.9) (6.5) (2.2) (3.1) (4.2) (0.0) 1.3 6.9 (5.4) (2.0)
Interest Expense 0 0 0.4 0.7 0.9 1 0.3 2.3 2.8 2.9 5.7 7.8 6.9 6.8 6.9 6.8 6.8 6.9 41.4 41 40.7 40.2 31.4 19.4 19 18.9 20 20.6 20.6 22.7 10.4 6.5 6.4 6.3 6.2 6.2 6.1 6 6 5.8 5.7 5.6 5.5 5.5 0 120.8 0.2 0.0 0 0 0 0 0 0 0 0 0.5 0
Interest Income 109 105 98.1 92.8 86.9 86 83.1 78.3 85.3 71.2 72.5 65.9 56.6 29.4 0 0 0 0 1.5 1.8 2.3 2.9 3.4 8.3 13.9 15.8 18.1 18.3 18 15.4 27.1 6.7 5.9 5.1 14.7 0 0 0 0 0 0 0 0 0 0 0.3 0.2 0 0.1 0.1 0.1 0.1 0.0 0.0 0.0 0.0 0 0.0
Profitability
EBITDA 626 501 675.7 399.1 412.9 453 391.9 327 205.8 348.8 384.8 211.1 159.5 110.1 57.4 25.7 (6.1) (17.1) 19.8 (30.2) (15.2) 24.7 56.7 17.9 17 18.8 48.5 39.8 61.4 13.4 47.2 (12.1) 4.5 (27.4) (7.7) (31.9) (37.3) (32.9) (30.6) (40.3) (26.3) (29.3) (31.4) (17.3) (163.8) (140.7) (33.4) (3.5) (4.2) (3.7) 0.3 (1.1) (2.3) 1.7 2.6 8.1 (4.3) (1.6)
EBIT 400 412 591.9 311 325.4 369 315.8 252.7 137.2 284.5 315.5 138.8 89.6 39.4 22.4 (45.7) (75.8) (86.1) (60.9) (110.8) (90.8) (43.3) (17) (48.4) (42.1) (35.6) 6.3 (0.5) 22.6 (19.1) 18.8 (36.7) (17.6) (48.7) (24.4) (47) (51.7) (46.5) (42.7) (51.5) (34.9) (36.7) (38.2) (23.4) (171.6) (145.3) (37.3) (6.6) (6.9) (6.5) (2.2) (3.1) (4.2) (0.0) 1.3 6.9 (5.4) (2.0)
Income Before Tax 549 412 591.8 310.5 324.8 368 319 251.2 135.5 282.6 316.5 131 84.4 34.4 17.3 (52.5) (80.8) (91.2) (102.3) (150.4) (130) (82.3) (48.4) (67.8) (61.1) (54.5) (13.7) (21.1) 2 (41.8) 8.4 (49.5) (33.3) (55.8) (30.6) (53.2) (57.8) (53.4) (48.7) (63.4) (40.5) (42.4) (43.7) (28.9) (32.9) (137.8) (37.3) (6.6) (6.9) (6.5) (2.1) (3.2) (4.3) (0.0) 0.7 6.4 (5.8) (2.6)
Income Tax Expense 117 78 338 48.4 57.5 17 (38.7) (27.6) (1,611.4) 88.4 88.8 23.2 0.2 14.4 14 20.7 12.7 12.4 17 (5.3) 12.3 9.9 10.5 7 12.6 5.1 7.1 (0.9) 4.6 (3.5) 10.7 (2.8) 1.6 8.2 7.6 7.7 2.8 8.4 5.8 6.8 5.4 3.5 (0.7) 1.2 (0.8) 1.3 2.6 1.2 9.0 0.8 0.5 0.3 0.3 (0.8) 0.3 2.3 0.1 0.1
Net Income 432 334 253.8 262.1 267.3 351 357.7 278.8 1,746.9 194.2 227.7 107.8 84.2 20 3.3 (73.2) (93.5) (103.6) (119.3) (145.1) (142.3) (92.2) (58.9) (74.8) (73.7) (59.6) (20.8) (20.2) (2.6) (38.3) (2.3) (46.7) (34.9) (64) (38.2) (60.9) (60.6) (61.8) (54.5) (70.2) (46.0) (45.9) (43.0) (30.1) (32.1) (139.1) (39.9) (7.9) (15.8) (7.3) (2.6) (3.5) (4.6) 0.8 0.4 4.1 (6.0) (2.7)
Per Share Data
EPS (Basic) 0.61 0.49 0.38 0.39 0.41 0.54 0.51 0.43 2.74 0.31 0.37 0.17 0.14 0.04 0.00 -0.12 -0.16 -0.17 -0.20 -0.25 -0.24 -0.16 -0.10 -0.13 -0.12 -0.10 -0.04 -0.04 -0.00 -0.07 -0.00 -0.09 -0.07 -0.12 -0.07 -0.11 -0.11 -0.12 -0.10 -0.14 -0.09 -0.10 -0.09 -0.07 -0.07 -0.31 -0.09 -0.02 -0.04 -0.02 -0.01 -0.01 -0.01 0.00 0.00 0.01 -0.02 -0.01
EPS (Diluted) 0.60 0.47 0.36 0.37 0.38 0.49 0.51 0.39 2.44 0.28 0.32 0.15 0.12 0.03 0.00 -0.12 -0.16 -0.17 -0.20 -0.25 -0.24 -0.16 -0.10 -0.13 -0.12 -0.10 -0.04 -0.04 -0.00 -0.07 -0.00 -0.09 -0.07 -0.12 -0.07 -0.11 -0.11 -0.12 -0.10 -0.14 -0.09 -0.10 -0.09 -0.07 -0.07 -0.31 -0.09 -0.02 -0.04 -0.02 -0.01 -0.01 -0.01 0.00 0.00 0.01 -0.02 -0.01
Shares Outstanding 695 679 669.4 665.1 659.3 653.6 707.8 645.8 639.2 620.2 613.8 607.8 604.6 599.6 672.6 593.4 584.4 585.6 583.2 581.4 575.4 573 576 580.2 589.8 579.6 574.2 566.4 564 562.8 556.8 551.4 546.6 545.4 545.4 546 544.2 538.8 533.4 526.8 503.8 493.8 484.8 476.4 466.9 449.8 437.1 430.1 424.7 417.4 405.9 400.9 400.2 399.6 350.5 350.5 350.5 341.1
Metric 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3
Current Assets
Cash & Cash Equivalents 4,158 3,075 2,279.2 2,383.4 2,226.3 2,282.8 1,535.2 1,381.9 1,782.5 2,491.4 1,135.3 1,992.9 1,346.3 2,067.2 2,118.5 2,419.9 1,922.7 2,272.9 1,874.2 1,886.1 2,113.2 2,142 2,958 1,484.7 2,000 1,263.7 961.4 1,314.9 1,127.8 1,784.4 2,506.9 949 915 842.6 744.3 692 761.4 839.4 734.4 550
Short-Term Investments 378 1,144 634.6 916.8 1,006.6 1,108.2 1,043.6 1,516.7 1,588.5 1,402.4 1,254.7 1,965.3 2,000.6 1,736.5 1,516 1,454.7 1,417.6 1,188.5 1,026.9 1,059.3 1,058 1,075.6 789.8 554.1 1,133.9 1,597.5 1,841.7 1,733.2 1,702.2 1,419.4 896.5 672.2 720.7 660.6 630.7 680 593 550.6 551.2 537.5
Net Receivables 2,116 2,080 3,679.6 2,687.3 2,250.4 1,938 3,344.5 2,287.7 2,341.8 1,858.9 2,852 1,443.6 1,278.1 1,238.1 2,253.8 1,240.6 952.2 812.1 1,240.4 766.8 669.2 675.5 1,037.1 668.8 540.3 499.2 582.4 407.5 415 382.3 467.3 361.8 365.1 350.8 432.1 364.1 386.1 346.5 348.7 267.6
Inventory 0 0 0 0 0 0 0 0 0 328.7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Current Assets 1,717 596 520.5 435.6 856.5 913.7 384.7 732.5 733.9 396.2 339.2 1,011.8 780.8 310.6 317.7 293.5 285.1 282 365 0 0 0 222.4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total Current Assets 8,369 6,895 7,103.3 6,899 6,339.8 6,242.7 6,849.7 5,918.8 6,446.7 6,477.6 6,048 6,413.6 5,405.8 5,733.5 6,414.9 5,697.6 4,868.6 4,839.1 4,647.3 4,140.9 4,275.8 4,300.9 5,129.2 3,014 3,978.2 3,649.8 3,664.8 3,717.5 3,487.5 3,815.2 4,132 2,205.5 2,210.2 2,039.5 1,976.3 1,895.2 1,880.4 1,865.9 1,774 1,446.2
Non-Current Assets
Property, Plant & Equipment 853 747 734.3 724.3 731.1 750 747 720 708.1 626.9 617.8 590 595.8 614.1 599.8 595.5 601.5 576.1 581.3 581.4 582.8 589.1 606.8 621 581.4 599 296 275 273.2 276.5 273.1 264.2 264.7 256.9 211.1 192.3 154.1 125 117.2 100.5
Goodwill 6,931 4,567 4,566.6 4,050.8 4,050.8 4,050.8 3,350.1 3,372.7 3,372.7 2,926.8 2,926.8 2,926.8 2,912.3 2,747.7 2,747.7 2,731.3 2,731.3 2,732.3 2,710.1 2,713.1 2,583.5 1,968.6 1,812.9 1,812.9 1,511.7 1,400.4 1,352.3 1,027.3 636.4 636.4 522.8 522.2 238.8 238.8 238.8 238.8 163.5 163.5 163.5 163.5
Intangible Assets 1,249 723 762.7 730.2 771.4 809.6 374.9 407.6 440.1 290.5 315.4 340.6 361.7 355.5 384.5 412.1 443.9 471.3 498.6 530.3 541.1 388.8 358.2 380.6 290 284.1 280.6 234.2 171.8 186.2 140.8 147.7 48.3 51 53.7 56.5 39.5 41.7 44 46.4
Long-Term Investments 3,362 6,837 6,557.9 5,152.3 4,559.8 4,119.7 4,173.2 3,504.4 3,619.6 2,988.9 3,047.9 2,709.8 2,820.6 2,094.7 1,051.9 714.7 851 898.8 888.3 885.4 857.1 873.2 554.4 151.2 317.9 467.6 575.4 669.9 808.6 565.5 547.5 592.9 722.3 777.4 789.3 719.1 790.5 708.4 652.8 682.9
Other Non-Current Assets 1,823 1,351 1,427.2 4,446.2 2,051.9 2,004.3 2,097 1,715.1 1,470.5 342.6 344.8 1,189.7 1,067.2 998.4 1,054.8 948.8 432.1 432.7 421.4 711 648.1 605.9 603.9 522.1 504.9 423.9 423.1 337.9 330 321.7 206.8 175.8 143.2 122.9 169.1 148.2 146.6 102 106.7 67.5
Total Non-Current Assets 16,610 16,641 16,472.9 15,103.8 14,611.9 14,131.9 13,141.2 12,011.7 11,845.3 8,330.9 8,453.1 7,756.9 7,757.6 6,810.4 5,838.7 5,402.4 5,531.9 5,587.3 5,594.3 5,421.2 5,212.6 4,425.6 3,936.2 3,487.8 3,205.9 3,175 2,927.4 2,544.3 2,220 1,986.3 1,691 1,702.8 1,417.3 1,447 1,462 1,354.9 1,294.2 1,140.6 1,084.2 1,060.8
Total Assets 24,979 23,536 23,576.2 22,002.8 20,951.7 20,374.6 19,990.9 17,930.8 18,292 14,808.5 14,501.1 14,170.5 13,163.4 12,543.8 12,253.6 11,100 10,400.5 10,426.4 10,241.6 9,562.1 9,488.4 8,726.5 9,065.4 6,501.8 7,184.1 6,824.8 6,592.2 6,261.8 5,707.5 5,801.5 5,823 3,908.3 3,627.5 3,486.5 3,438.3 3,250.1 3,174.6 3,006.5 2,858.2 2,507
Current Liabilities
Account Payables 262 223 232.2 234.8 149.3 211.6 116.3 108.9 178.8 131.8 132.3 91.6 128.3 125.9 128 108 120.4 95.3 56.9 71.8 44.7 48.5 63.6 52.3 55.4 74.7 73.3 68.6 27.9 43 49.4 32.7 33.4 38.8 35.5 33.2 28 29.2 30.2 24.3
Short-Term Debt 0 0 79.2 383.2 533.8 645.8 963.9 1,162.5 1,821.8 1,946.7 1,991.5 3,682.1 3,680.3 3,678.6 3,676.8 3,675.7 3,673.9 3,672.1 1,557.9 0 1,525.6 0 0 0 0 0 0 158.1 156.3 239.9 550.4 543.8 537.4 531 0 0 0 506.2 0 502.8
Deferred Revenue 6,248 6,132 6,302.2 0 5,599.9 5,507.7 5,541.1 5,014.9 4,918.1 4,732 4,674.6 4,146.7 3,942.5 3,741.3 3,641.2 3,152.9 2,958.2 2,801.6 2,741.9 2,421.2 2,289.7 2,137.5 2,049.1 1,854.6 1,757.7 1,658.9 1,582.1 1,449.6 1,369.2 1,269.8 1,268.9 1,165.5 1,088.8 1,017.9 968.4 885 828 758.1 703.9 610.4
Other Current Liabilities 1,499 665 766.8 6,110.1 777.6 354.5 554.7 412.6 394.2 371.5 548.3 376.1 328.9 380.4 461.1 375.4 324 324.6 430.6 261.5 255.3 260.7 322.2 174.9 251.2 130.5 162.4 178.5 171.4 163.6 107 106 83.6 80.8 79.9 60.1 58.8 48.4 73.5 56.4
Total Current Liabilities 8,009 7,418 7,988 7,705.6 7,552.2 7,402.7 7,682.7 7,084.8 7,765.5 7,513.4 7,737.5 8,641.2 8,475.1 8,195.1 8,306.3 7,677.2 7,406.4 7,144.4 5,116.7 3,007.3 4,376.3 2,635.1 2,691.7 2,335.7 2,239.5 2,051.6 2,053.3 1,998.8 1,868.2 1,815.7 2,139.4 1,943.1 1,856.4 1,743 1,201.3 1,054.7 993.6 1,400.9 846.8 1,239
Non-Current Liabilities
Long-Term Debt 372 346 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,668.1 3,190.6 1,629.1 3,119.2 3,084.1 1,477 1,461.2 1,445.5 1,430 1,414.7 1,399.5 1,384.5 1,369.7 0 0 0 524.7 518.4 512.3 0 508.2 0
Deferred Tax Liabilities 75 96 89.1 26.2 116.1 250.8 387.7 503 588.5 0 28.1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (543.8) (537.4) (531) 0 0 0 (506.2) 0 (502.8)
Other Non-Current Liabilities 7,130 567 886.8 878 882.6 843.8 430.9 352.7 317.8 138 86.1 89.5 73.6 119.3 108.4 103 102.9 107 97.7 95.5 93.9 92 90.1 83.8 80.6 82.6 216 212.2 211.5 226.8 229.6 226 196.6 192.2 147.6 137.1 127.5 85.8 79.4 78
Total Non-Current Liabilities 7,577 7,453 7,763.8 7,066.7 7,024.2 7,060.1 7,138.5 6,378.2 6,169.3 5,124.6 5,015.2 4,296.9 3,959.3 3,840.7 3,737.3 3,085.2 2,876.3 2,763.1 4,361.3 5,557.6 3,913.6 5,344.4 5,271.9 3,421.4 3,336.1 3,256.8 2,952.6 2,808.4 2,764.7 2,725.9 2,695.3 1,215.4 1,104.5 1,038.8 1,477.4 1,382.3 1,310.4 687.3 1,124.5 536.8
Total Liabilities 15,586 14,871 15,751.8 14,772.3 14,576.4 14,462.8 14,821.2 13,463 13,934.8 12,638 12,752.7 12,938.1 12,434.4 12,035.8 12,043.6 10,762.4 10,282.7 9,907.5 9,478 8,564.9 8,289.9 7,979.5 7,963.6 5,757.1 5,575.6 5,308.4 5,005.9 4,807.2 4,632.9 4,541.6 4,834.7 3,158.5 2,960.9 2,781.8 2,678.7 2,437 2,304 2,088.2 1,971.3 1,775.8
Stockholders' Equity
Common Stock 6,097 5,780 5,291.9 4,952.2 4,421 4,214.9 3,821.1 3,530.7 3,650 3,296.7 3,019 2,708.2 2,303 2,266.2 1,932.7 2,066.3 1,745.2 2,033.9 2,311.2 2,541.1 2,429.8 2,003.9 2,259.2 1,855.7 2,644.5 2,477.5 2,490.9 2,340.8 1,941.5 2,129.3 1,967.4 1,717.6 1,575.9 1,573.2 1,599.7 1,615.8 1,613.3 1,542.2 1,515.5 1,330.5
Retained Earnings 3,250 2,818 2,484.1 2,230.3 1,968.2 1,700.9 1,350.2 992.5 713.7 (1,033.2) (1,227.4) (1,455.1) (1,562.9) (1,647.1) (1,667.1) (1,670.4) (1,597.2) (1,503.7) (1,666.8) (1,547.5) (1,402.4) (1,260.1) (1,167.9) (1,109) (1,034.2) (960.5) (900.9) (880.1) (859.9) (857.3) (984.6) (982.3) (935.6) (900.7) (836.7) (798.5) (737.6) (683.4) (726.6) (672.1)
Accumulated Other Comprehensive Income 46 67 48.4 48 (13.9) (4) (1.6) (55.4) (6.5) (93) (43.2) (20.7) (11.1) (111.1) (55.6) (58.3) (30.2) (11.3) (9.9) 3.6 9.9 3.2 10.5 (2) (1.8) (0.6) (3.7) (7.2) (9.8) (19) (16.4) (13.2) (7.2) (7) (3.4) (4.2) (5.1) (1.9) 1 0.6
Total Stockholders' Equity 9,393 8,665 7,824.4 7,230.5 6,375.3 5,911.8 5,169.7 4,467.8 4,357.2 2,170.5 1,748.4 1,232.4 729 508 210 337.6 117.8 518.9 763.6 997.2 1,198.5 747 1,101.8 744.7 1,608.5 1,516.4 1,586.3 1,454.6 1,074.6 1,259.9 988.3 749.8 666.6 704.7 759.6 813.1 870.6 918.3 789.9 731.2
Total Liabilities & Equity 24,979 23,536 23,576.2 22,002.8 20,951.7 20,374.6 19,990.9 17,930.8 18,292 14,808.5 14,501.1 14,170.5 13,163.4 12,543.8 12,253.6 11,100 10,400.5 10,426.4 10,241.6 9,562.1 9,488.4 8,726.5 9,065.4 6,501.8 7,184.1 6,824.8 6,592.2 6,261.8 5,707.5 5,801.5 5,823 3,908.3 3,627.5 3,486.5 3,438.3 3,250.1 3,174.6 3,006.5 2,761.2 2,507
Debt Metrics
Total Debt 372 692 417.4 806 896.8 1,025.4 1,344.4 1,532.3 2,184.5 2,222.5 2,270.7 3,946.6 3,954.5 3,961.7 3,952.9 3,951.4 3,956.3 3,971.6 3,539.4 3,508.3 3,472.6 3,443.1 3,420.7 1,821.6 1,814.7 1,817.1 1,430 1,572.8 1,555.8 1,624.4 1,920.1 543.8 537.4 531 524.7 518.4 512.3 506.2 508.2 502.8
Net Debt (3,786) (2,383) (1,861.8) (1,577.4) (1,329.5) (1,257.4) (190.8) 150.4 402 (268.9) 1,135.4 1,953.7 2,608.2 1,894.5 1,834.4 1,531.5 2,033.6 1,698.7 1,665.2 1,622.2 1,359.4 1,301.1 462.7 336.9 (185.3) 553.4 468.6 257.9 428 (160) (586.8) (405.2) (377.6) (311.6) (219.6) (173.6) (249.1) (333.2) (226.2) (47.2)
Metric 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3
Operating Activities
Net Income 432 334 1,133.9 262.1 267.3 350.7 357.7 278.8 1,746.9 194.2 227.7 107.8 84.2 20 3.3 (73.2) (93.5) (103.6) (119.3) (145.1) (142.3) (92.2) (58.9) (74.8) (73.7) (59.6) (20.8) (20.2) (2.6) (38.3) (2.3) (46.7) (34.9) (64) (38.2) (60.9) (55.7) (61.8) (54.5) (70.2)
Depreciation & Amortization (87) 215 42.7 88.1 87.6 83.9 76.1 185.4 68.6 64.3 69.3 175.5 69.9 70.7 35 83.8 82.1 81.7 80.7 80.6 75.6 68 73.7 66.3 59.1 54.4 42.2 40.3 38.8 32.5 28.4 24.6 22.1 21.3 16.7 15.1 14.4 13.6 12.1 11.2
Stock-Based Compensation 671 0 354.4 325.9 320.5 294.3 268.9 263.5 272 271 254.2 271 283.3 266 239.6 247.3 265.1 259.1 230 233.1 225.6 205.8 174.2 165.8 168.5 149.9 150.2 138.2 142.4 136.9 123.6 116.6 130.8 125.7 117.7 116.2 126.4 114.2 109.6 108.4
Change in Working Capital (845) 845 244.8 (53) (68.9) 799.9 (97.5) (70.8) 186 892.6 (249.9) (114.2) 160 767.4 85.6 37.5 137.3 260.4 4.5 (3.9) 98.3 249.7 34.8 (62.1) 86.5 12.6 (0.8) 57.6 57.5 113.2 118.7 115.9 117.9 168.9 115.6 133.9 122.4 130.8 113.5 114.2
Other Non-Cash Items 378 368 (846.6) 130.3 129.8 118.2 122.9 (1) (1,746.6) 491.5 117.4 (8) 97.2 112.6 160.2 94.1 87.9 87.7 126 109.8 104.1 100.9 109.9 76.3 67.9 71.1 65.2 85.8 44.6 10.4 9.6 30.9 7.7 21.7 6.2 6.2 6.1 6 6 5.9
Operating Cash Flow 554 1,771 1,020.8 628.7 556.9 1,509.6 512.7 528.9 690 1,526 414.1 432.1 694.6 1,236.7 523.7 389.5 482.6 588.9 325.8 277.8 364.5 534.9 333.7 169.9 306.9 225.2 231.5 296.4 275.4 252.3 277.9 241.3 243.7 274.1 239.5 211.2 214.5 203.3 187.5 170.1
Investing Activities
Capital Expenditure 84 (84) 159.9 (68.3) (47.5) (44.1) (47.4) (37.4) (35.2) (36.8) (37.2) (31.2) (38.3) (39.6) (39.2) (38.3) (80.7) (34.6) (27.4) (26.9) (32.1) (29.6) (31.8) (86.3) (49.1) (47.2) (53.1) (20.3) (23.5) (34.3) (25.4) (28.8) (25.6) (32.2) (49.2) (48.6) (44.7) (20.9) (16.3) (19.3)
Acquisitions (2,576) (2) (554.9) 0 0.5 (500) 0 0 (610.6) 36.8 (39.6) (18.9) (185.6) 0 (19.6) (81.2) 0 (17.4) (0.1) (146.8) (405.4) (225.1) 208.2 (387.8) (129.3) (66.4) (390.9) (227.9) (0.1) (154.8) (4) (370.1) 0 32.2 (90.7) (90.7) 0 20.9 (6.4) 0
Purchases of Investments (524) (1,401) (874.7) (1,089.1) (1,072.1) (660) (1,064.8) (475.1) (1,156.7) (854.7) (999) (742.1) (1,606.5) (2,112.8) (975.3) (241.1) (616.2) (439.1) (464.8) (381.6) (282.8) (829.7) (885.3) (12.2) (9) (274.3) (558) (394.7) (1,290.9) (741) (337.8) (15.4) (145.7) (226.8) (269) (164.2) (277) (285.7) (206.9) (219.9)
Sales/Maturities of Investments 3,921 504 753.4 639.8 738.3 660.3 943.7 625.6 477 762.5 1,398.8 880.1 665.9 832.6 562 322.3 422.6 261.2 489.8 347.7 335.9 198.2 249.5 761 623.8 632.4 553.3 502.6 790.7 217 160.8 189.2 135.2 206.6 256.7 136.7 148.6 235.4 223.6 184.6
Other Investing Activities (254) 0 (246.2) 0 0 0 0 0 0 (36.8) 39.6 0 0 0 0 81.2 0 0 0.1 0 0 0 (208.2) 0 0 0 0 0 0 0 0 0 0 (32.2) 90.7 0 0 (20.9) 6.4 0
Investing Cash Flow 651 (983) (762.5) (517.6) (380.8) (543.8) (168.5) 113.1 (1,325.5) (129) 362.6 87.9 (1,164.5) (1,319.8) (472.1) 42.9 (274.3) (229.9) (2.4) (207.6) (384.4) (886.2) (667.6) 274.7 436.4 244.5 (448.7) (140.3) (523.8) (713.1) (206.4) (225.1) (36.1) (52.4) (61.5) (166.8) (173.1) (71.2) 0.4 (54.6)
Financing Activities
Net Debt Issuance 0 0 582.3 (150.9) (112.4) (319) (199.6) (661.8) (126.3) (46) (1,692) 0 0 0 0 0 0 0 0 0 0 0 1,979.1 0 0 0 (128.9) 0 (73.5) (275) 0 0 0 0 0 0 0 0 0 0
Stock Repurchased 0 0 0 0 0 0 0 (500) 0 (66.7) (2.9) 0 (250) (22.7) (342.3) 0 (550) 0 (328.1) (350) 0 (500) 0 (1,000) 0 (198.1) 0 0 (330) 0 0 0 (125) (134.1) (115.9) (125) (120.1) (50) 0 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities 16 (122) (595.8) (5.3) (156.4) (21.4) (3.9) (3.4) (3.8) 70.9 60.1 (2.1) (0.8) 53.8 (11.1) (11.2) (8.6) (20) (7.8) 51.5 (5.7) 45.2 (376.7) 40.7 (6.7) 36.3 (8.6) (4.9) (4.3) (17.5) 1,486.4 17.8 (11.5) 10.7 (10.4) 11.2 0.9 22.9 (3.5) 21.3
Financing Cash Flow (114) 8 (374.1) 47.1 (232.2) (219.7) (179.3) (1,049.4) (72.6) (41.8) (1,634.8) 128.2 (250.8) 31.1 (353.1) 66.3 (558.5) 38.7 (335.6) (298.5) (5.4) (464.5) 1,805.5 (959.3) (6.1) (167.1) (136.1) 31.8 (407.8) (261.8) 1,486.4 17.8 (135.2) (123.4) (125.7) (113.8) (119.4) (27.1) (3.5) 21.3
Cash Position
Net Change in Cash 1,091 796 (115.8) 158.2 (56.1) 746.1 164.9 (406.9) (714.9) 1,355.2 (858.1) 648.2 (720.7) (52) (301.5) 498.7 (350.2) 397.7 (12.2) (228.3) (25.3) (815.8) 1,471.6 (514.7) 737.2 302.6 (353.3) 187.9 (656.2) (722.6) 1,557.9 34 72.4 98.3 52.3 (69.4) (78) 105 184.4 136.8
Cash at Beginning 3,075 2,279 2,395 2,236.8 2,292.9 1,546.8 1,381.9 1,788.8 2,497.4 1,142.2 2,000.3 1,352.1 2,072.8 2,124.8 2,426.3 1,927.6 2,277.8 1,880.1 1,892.3 2,120.6 2,145.9 2,961.7 1,490.1 2,004.8 1,267.6 965 1,318.3 1,130.4 1,786.6 2,509.2 949 915 842.6 744.3 692 761.4 839.4 734.4 550 413.2
Cash at End 4,166 3,075 2,279.2 2,395 2,236.8 2,292.9 1,546.8 1,381.9 1,782.5 2,497.4 1,142.2 2,000.3 1,352.1 2,072.8 2,124.8 2,426.3 1,927.6 2,277.8 1,880.1 1,892.3 2,120.6 2,145.9 2,961.7 1,490.1 2,004.8 1,267.6 965 1,318.3 1,130.4 1,786.6 2,506.9 949 915 842.6 744.3 692 761.4 839.4 734.4 550
Free Cash Flow 638 1,687 1,180.7 560.4 509.4 1,465.5 465.3 491.5 654.8 1,489.2 376.9 400.9 656.3 1,197.1 484.5 351.2 401.9 554.3 298.4 250.9 332.4 505.3 301.9 83.6 257.8 178 178.4 276.1 251.9 218 252.5 212.5 218.1 241.9 190.3 162.6 169.8 182.4 171.2 150.8
Key Metrics 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2 2013 Q1 2012 Q4 2012 Q3 2012 Q2 2012 Q1 2011 Q4 2011 Q3
Income Statement
Revenue 2,594 2,474 2,536.3 2,289 2,257.4 2,139 2,189.5 1,984.8 1,975.1 1,878.1 1,953.3 1,720.9 1,655.1 1,563.4 1,550.5 1,386.7 1,316.9 1,247.4 1,219.3 1,073.9 1,016.9 946 950.4 869.4 816.7 771.9 805.8 726.6 711.2 656 658.1 567.1 542.4 505.5 509.1 431.8 422.6 398.1 400.8 345.8 283.9 234.2 217.7 192.3 178.2 150.7 141.1 128.2 112.4 101.3 96.5 85.9 75.6 65.7 56.7 57.1 40.2 31.2
Gross Profit 1,909 1,836 1,857.3 1,669.7 1,658.2 1,585 1,615.8 1,471.2 1,476 1,405.3 1,446.5 1,246.1 1,188.9 1,101.5 1,058.2 946.2 911.6 866.8 860.4 743.3 709.3 668.2 660 611.1 583.6 554.2 588.4 521.7 508.6 472.5 473.4 407.2 383.1 364.1 370.6 308.1 309.4 296.8 299.1 250.9 209.6 169.8 158.3 138.9 129.6 111.0 103.6 94.4 82.1 73.6 68.9 61.7 54.1 47.1 41.2 42.3 28.9 22.9
Operating Income 400 309 497.2 218.8 240.4 286 238.4 176.7 53.6 215.2 253.5 78.7 39.9 15.2 15.4 (47.6) (73.9) (82.7) (60.4) (110.4) (88.8) (44.5) (17.8) (56.5) (52.9) (51.8) (9.9) (18.7) 6.6 (32.1) 8.6 (45.3) (22.5) (53.5) (27.3) (49.1) (54.4) (49) (45.4) (52.5) (34.5) (36.7) (38.5) (23.8) (25.4) (145.7) (37.2) (7.0) (6.9) (6.5) (2.2) (3.1) (4.2) (0.0) 1.3 6.9 (5.4) (2.0)
Net Income 432 334 253.8 262.1 267.3 351 357.7 278.8 1,746.9 194.2 227.7 107.8 84.2 20 3.3 (73.2) (93.5) (103.6) (119.3) (145.1) (142.3) (92.2) (58.9) (74.8) (73.7) (59.6) (20.8) (20.2) (2.6) (38.3) (2.3) (46.7) (34.9) (64) (38.2) (60.9) (60.6) (61.8) (54.5) (70.2) (46.0) (45.9) (43.0) (30.1) (32.1) (139.1) (39.9) (7.9) (15.8) (7.3) (2.6) (3.5) (4.6) 0.8 0.4 4.1 (6.0) (2.7)
EPS (Diluted) 0.60 0.47 0.36 0.37 0.38 0.49 0.51 0.39 2.44 0.28 0.32 0.15 0.12 0.03 0.00 -0.12 -0.16 -0.17 -0.20 -0.25 -0.24 -0.16 -0.10 -0.13 -0.12 -0.10 -0.04 -0.04 -0.00 -0.07 -0.00 -0.09 -0.07 -0.12 -0.07 -0.11 -0.11 -0.12 -0.10 -0.14 -0.09 -0.10 -0.09 -0.07 -0.07 -0.31 -0.09 -0.02 -0.04 -0.02 -0.01 -0.01 -0.01 0.00 0.00 0.01 -0.02 -0.01
Balance Sheet
Cash & Equivalents 4,158 3,075 2,279.2 2,383.4 2,226.3 2,282.8 1,535.2 1,381.9 1,782.5 2,491.4 1,135.3 1,992.9 1,346.3 2,067.2 2,118.5 2,419.9 1,922.7 2,272.9 1,874.2 1,886.1 2,113.2 2,142 2,958 1,484.7 2,000 1,263.7 961.4 1,314.9 1,127.8 1,784.4 2,506.9 949 915 842.6 744.3 692 761.4 839.4 734.4 550
Total Assets 24,979 23,536 23,576.2 22,002.8 20,951.7 20,374.6 19,990.9 17,930.8 18,292 14,808.5 14,501.1 14,170.5 13,163.4 12,543.8 12,253.6 11,100 10,400.5 10,426.4 10,241.6 9,562.1 9,488.4 8,726.5 9,065.4 6,501.8 7,184.1 6,824.8 6,592.2 6,261.8 5,707.5 5,801.5 5,823 3,908.3 3,627.5 3,486.5 3,438.3 3,250.1 3,174.6 3,006.5 2,858.2 2,507
Total Debt 372 692 417.4 806 896.8 1,025.4 1,344.4 1,532.3 2,184.5 2,222.5 2,270.7 3,946.6 3,954.5 3,961.7 3,952.9 3,951.4 3,956.3 3,971.6 3,539.4 3,508.3 3,472.6 3,443.1 3,420.7 1,821.6 1,814.7 1,817.1 1,430 1,572.8 1,555.8 1,624.4 1,920.1 543.8 537.4 531 524.7 518.4 512.3 506.2 508.2 502.8
Stockholders' Equity 9,393 8,665 7,824.4 7,230.5 6,375.3 5,911.8 5,169.7 4,467.8 4,357.2 2,170.5 1,748.4 1,232.4 729 508 210 337.6 117.8 518.9 763.6 997.2 1,198.5 747 1,101.8 744.7 1,608.5 1,516.4 1,586.3 1,454.6 1,074.6 1,259.9 988.3 749.8 666.6 704.7 759.6 813.1 870.6 918.3 789.9 731.2
Cash Flow
Operating Cash Flow 554 1,771 1,020.8 628.7 556.9 1,509.6 512.7 528.9 690 1,526 414.1 432.1 694.6 1,236.7 523.7 389.5 482.6 588.9 325.8 277.8 364.5 534.9 333.7 169.9 306.9 225.2 231.5 296.4 275.4 252.3 277.9 241.3 243.7 274.1 239.5 211.2 214.5 203.3 187.5 170.1
Capital Expenditure 84 (84) 159.9 (68.3) (47.5) (44.1) (47.4) (37.4) (35.2) (36.8) (37.2) (31.2) (38.3) (39.6) (39.2) (38.3) (80.7) (34.6) (27.4) (26.9) (32.1) (29.6) (31.8) (86.3) (49.1) (47.2) (53.1) (20.3) (23.5) (34.3) (25.4) (28.8) (25.6) (32.2) (49.2) (48.6) (44.7) (20.9) (16.3) (19.3)
Free Cash Flow 638 1,687 1,180.7 560.4 509.4 1,465.5 465.3 491.5 654.8 1,489.2 376.9 400.9 656.3 1,197.1 484.5 351.2 401.9 554.3 298.4 250.9 332.4 505.3 301.9 83.6 257.8 178 178.4 276.1 251.9 218 252.5 212.5 218.1 241.9 190.3 162.6 169.8 182.4 171.2 150.8