Fiscal 2026 revenue rose 21% to $35.95 billion; core operating margin expanded 40 bps to 5.8%, core EPS reached $13.09, and adjusted free cash flow was $1.53 billion.
FY2027 outlook targets $44.5 billion revenue, up 24%, with AI infrastructure and diversified end markets supporting growth.
Added capacity across Southeast Asia, the U.S., Mexico, and India to support customer ramps and more complex engineering and manufacturing needs.
Q4 FY2026 revenue was $10.62 billion, up 29% year over year; GAAP operating income was $602 million and core operating income was $675 million.
Q4 diluted EPS was $3.76 GAAP and $4.40 core; GAAP operating margin was 5.7% and core margin was 6.4%.
FY2026 GAAP net income was $1.04 billion, diluted EPS was $9.75, core operating income was $2.07 billion, and core EPS was $13.09.
Adjusted free cash flow was $1.53 billion, up from $1.32 billion in FY2025; cash from operations was $2.00 billion.
FY2026 gross margin reached 9.2%, up 210 bps since FY2020.
FY2027 guidance: revenue of $44.5 billion, core operating margin of 6.1%, core EPS of $17.55, and adjusted free cash flow of ~$1.6 billion.
Q1 FY2027 guidance: revenue of $10.6–$11.4 billion, GAAP operating income of $481–$541 million, core operating income of $592–$652 million, and core EPS of $3.80–$4.20.
FY2027 segment revenue outlook: Regulated Industries $13.6 billion, Intelligent Infrastructure $25.6 billion, and Intelligent Devices and Robotics $5.3 billion.
FY2027 revenue is expected to be weighted 45%/55% between H1 and H2; margins are back-end loaded as new capacity ramps and utilization improves.
FY2027 net CapEx is expected at 1.5%–2% of revenue; 80%+ of adjusted free cash flow is targeted for shareholder returns.
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