Oracle (ORCL) Stock Analysis
TechnologyServices-Prepackaged Software
Q4 2026 · +17.3% revenue · +292% revenue
Beat the trendvs trailing 3-quarter avg
Revenue▼−9.7 ppvs trend
Net income▼−89.2 ppvs trend
Diluted EPS▼−80.0 ppvs trend
Outperformed in 0 of 3 metrics
How the cash was deployedQ4 2026
We don't yet have a complete cash-flow breakdown for this quarter.
Last 8 quarters of revenueLatest quarter highlighted. Q4 reconstructed from the annual filing.
+17.3% +292%
13.31BQ1 25
14.06BQ2 25
14.13BQ3 25
57.40BQ4 25*
19.34BQ1 26
16.06BQ2 26
17.19BQ3 26
67.36BQ4 26*
* Q4 is reconstructed from the annual filing (FY − Q1 − Q2 − Q3), since the SEC does not require a Q4 10-Q.
RevenueAccelerating
$67.36B▲+17.3% ▲+292%
13.28B
52.96B
13.31B
14.06B
14.13B
57.40B
19.34B
16.06B
17.19B
67.36B
Net incomeSlowing
$2.47B▼−27.9% ▼−33.6%
2.40B
3.14B
2.93B
3.15B
2.94B
3.43B
4.76B
6.13B
3.72B
2.47B
Free cash flowAccelerating
−$51.23B— —
8.52B
−8.92B
5.12B
2.46B
2.53B
−10.51B
−5.40B
−10.33B
−21.81B
−51.23B
Diluted Slowing
$0.90▼−24.4% ▼−29.1%
0.85
1.11
1.03
1.10
1.02
1.19
1.56
2.10
1.27
0.90
Margins
Gross marginNot enough history
—— —
Not enough quarters yet to read the trend.Operating marginReversal
5.5 %▼−3.4 pp ▼−26.3 pp
28.24
8.85
29.99
30.02
30.84
8.90
34.78
29.46
31.79
5.47
Net marginSteady
3.7 %▼−2.3 pp ▼−18.0 pp
18.08
5.93
22.01
22.41
20.78
5.97
24.61
38.21
21.65
3.67
| Metric | Q4 2025Same quarter, prior year | Q3 2026Previous quarter | Q4 2026Latest quarter | YoY | QoQ |
|---|---|---|---|---|---|
| Revenue | $57.40B | $17.19B | $67.36B | +17.3% | +292% |
| Cost of revenue | — | — | — | — | — |
| Gross profit | — | — | — | — | — |
| Operating expenses | $10.79B | $11.73B | $11.08B | +2.7% | −5.5% |
| Operating income | $5.11B | $5.46B | $3.68B | −27.9% | −32.6% |
| Net income | $3.43B | $3.72B | $2.47B | −27.9% | −33.6% |
| Diluted | $1.19 | $1.27 | $0.90 | −24.4% | −29.1% |
| Operating cash flow | −$10.00B | $17.36B | −$18.69B | — | −208% |
| $504.00M | $39.17B | −$32.54B | −6557% | −183% | |
| Free cash flow | −$10.51B | −$21.81B | −$51.23B | — | — |
| Gross margin | — | — | — | — | — |
| Operating margin | 8.9 % | 31.8 % | 5.5 % | −3.4 pp | −26.3 pp |
| Net margin | 6.0 % | 21.6 % | 3.7 % | −2.3 pp | −18.0 pp |