Q4 26 EPS
$2.11
BEAT +7.57%
Est. $1.96
Q4 26 Revenue
$19.18B
BEAT +0.47%
Est. $19.09B
Full Year 2026 Results
FY 26 EPS
$7.63
FY 26 Revenue
$67.36B
Did ORCL Beat Earnings? Q4 2026 Results
Oracle closed Q4 FY2026 on a powerful note, reporting earnings per share of $2.11 and revenue of $19.18 billion, as the company's aggressive pivot to cloud infrastructure continued reshaping its financial profile. The single most decisive driver of t… Read more Oracle closed Q4 FY2026 on a powerful note, reporting earnings per share of $2.11 and revenue of $19.18 billion, as the company's aggressive pivot to cloud infrastructure continued reshaping its financial profile. The single most decisive driver of the quarter was Cloud Infrastructure, which grew 93% year-over-year to $5.79 billion, helping push total cloud revenue to $9.91 billion, or 52% of quarterly sales compared to 43% a year ago. That shift reflects both organic demand and a surge in large-scale AI contracts that lifted Remaining Performance Obligations to $638.00 billion, up 363% year-over-year, with $75.00 billion tied to prepaid or customer-supplied GPU arrangements that substantially reduce Oracle's own capital burden. The quarter did carry notable charges, including $823.00 million in restructuring costs tied to cloud expansion. Looking ahead, Oracle guided Q1 FY2027 revenue growth of 27%-29% and cloud revenue growth of 58%-64%, while raising full-year FY2027 non-GAAP EPS guidance to $8.05 against a confirmed $90.00 billion revenue target.
Key Takeaways
- • Cloud Infrastructure (IaaS) revenue grew 93% driven by AI training and inferencing demand
- • Remaining Performance Obligations surged to $638 billion, up 363% year-over-year
- • Large-scale AI contracts with customer prepaid or customer-supplied GPUs totaling $75 billion
- • Operating cash flow grew 54% to $32.0 billion for full year
- • Broad-based demand for Oracle's cloud technology and applications suites
ORCL Forward Guidance & Outlook
For Q1 FY2027, Oracle expects total revenue growth of 27%-29% in both constant currency and USD, total cloud revenue growth of 58%-64% in USD, and non-GAAP EPS of $1.72-$1.76 in USD (growth of 17%-20%). For full fiscal year 2027, Oracle confirmed prior revenue guidance of $90 billion and raised non-GAAP EPS guidance to $8.05, representing 18% growth after adjusting for one-time investment gains in FY2026. Oracle expects to raise approximately $40 billion in FY2027 through a combination of debt and equity financing. Oracle Health is expected to reach double-digit growth in FY2027 driven by a new AI version of the Cerner patient care management system.
ORCL YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
ORCL Revenue by Segment
With YoY comparisons, source: SEC Filings
ORCL Revenue by Geography
With YoY comparisons, source: SEC Filings
ORCL Earnings Trends
ORCL vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ORCL EPS Trend
Earnings per share: estimate vs actual
ORCL Revenue Trend
Quarterly revenue: estimate vs actual
ORCL Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $1.96 | $2.11 | +7.57% | $19.18B | +0.47% |
| FY Full Year | — | $7.63 | — | $67.36B | — |
| Q3 26 | — | $1.79 | — | $17.19B | — |
| Q2 26 BEAT | $1.71 | $2.26 | +32.43% | $16.06B | -4.99% |
| Q1 26 MISS | $1.48 | $1.47 | -0.63% | $14.93B | -0.76% |
| Q4 25 BEAT FY | $1.64 | $1.70 | +3.66% | $15.90B | — |
| FY Full Year | $6.00 | $6.03 | +0.52% | $57.40B | +0.32% |
| Q3 25 MISS | $1.49 | $1.47 | -1.34% | $14.13B | -1.81% |