Published 2 times on the wire; the identical copies are folded into this page.
- Rev: $3.66B (est $3.56B)
- Net Loss: $709M (est Loss $850.4M)
- Loss/Share: $1.27 (est Loss $1.46)
- Oper Income: $207M (est $63.7M)
- Adj Oper Income: $379M (est $245.8M)
- Adj EBITDA: $2.26B (est $2.05B)
- Adj EBITDA Margin: 62% (est 57.6%)
- Rev Backlog: Around $132.5B As Of 30 Sep
- Sees FY Rev: $13.0B To $13.3B, Saw $12B To $13B
- Sees FY Adj Oper Income: $1.28B To $1.38B (est $1.06B)
- Sees FY CapEx: $37B To $39B, Saw $31B To $35B (est $35.57B)
- Sees Q4 Interest Expense: $1.05B To $1.15B
Figures
| Release | Reported | Consensus | Previous | Revised | |
|---|---|---|---|---|---|
| Rev Q3 26 | 3,660,000,000 | 3,560,000,000 | — | — | Above |
| Net Loss Q3 26 | 709,000,000 | — | — | — | No consensus |
| Loss/Share Q3 26 | 1.27 | — | — | — | No consensus |
| Oper Income Q3 26 | 207,000,000 | 63,700,000 | — | — | Above |
| Adj Oper Income Q3 26 | 379,000,000 | 245,800,000 | — | — | Above |
| Adj EBITDA Q3 26 | 2,260,000,000 | 2,050,000,000 | — | — | Above |
| Adj EBITDA Margin Q3 26 | 62% | 57.6% | — | — | Above |
| Sees FY Adj Oper Income: $1.28B To Q3 26 | — | 1,060,000,000 | — | — | guidance |
| Sees FY CapEx: $37B To $39B, Saw $31B To Q3 26 | — | 35,570,000,000 | — | — | guidance |
As the wire published them. Above and below the consensus, in blue and orange: whether that is good or bad news depends on the reader’s position, so the page does not say.