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ORCL · Q4 FY2026

Archived report (Q4 FY2026). Latest deep dive →

US GAAP · $M · vs Q4 FY2025 · quarter ended 05/31/2026 (fiscal year is shifted) · reported 06/10/2026

ORCL — Oracle Corporation provides database software, cloud infrastructure, and enterprise software solutions used for business operations and data management.

More about the company

It is based in California and serves customers worldwide.

All figures in $M.

Revenue

$19,184

+21%

Operating income

$6,133

+20%

32% margin

Net income

$4,304

+26%

22% margin

Sankey diagram of ORCL earnings report for Q4 FY2026: revenue, costs and profitCloud (IaaS+SaaS)$9,913 · +47%Software$6,824 · -2%Hardware$924 · +9%Services$1,523 · +13%Total Revenue$19,184 · +21%OperatingExpenses$13,051 · +21%Operating Income$6,133 · +20%32% marginInterest Expense$1,438 · +47%Non-OperatingIncome*$675 · n/mPre-Tax Income$5,370 · +29%Income Tax$1,066 · +47%Net Income$4,304 · +26%22% margin

Verdict: a genuinely strong quarter — cloud infrastructure revenue nearly doubled and drove record operating income and EPS, but GAAP margins were held back by a $823M restructuring charge and surging interest expense from Oracle's massive AI datacenter debt buildout.

FY2026 operating cash flow $32.0B (+54%) vs FY2026 free cash flow of -$23.7B on $55.7B capex; quarterly dividend $0.50/share declared; FY2027 revenue guidance $90B, non-GAAP EPS guidance $8.05.

Source and notation

* marks non-cash / ≈ estimated. Source: Oracle Corporation press release / 10-Q (SEC EDGAR). Operating expenses of $13,051M already include $823M restructuring and other charges. Net income of $4,304M is total; after $81M preferred dividends, $4,223M is available to common shareholders.

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How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report; the short company description was also written by our model. Figures checked against the filing on 10/02/2026. How we make the breakdowns · Report an error

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Company reports

Q1 FY2027latestOracle's cloud infrastructure revenue more than doubled (+121% to $7.4B) and lifted total revenue 30% to $19.3B
Q4 FY2026A genuinely strong quarter — cloud infrastructure revenue nearly doubled and drove record operating income and EPS, but…

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