INTC Q2 FY2026 earnings: EPS beat by 100.0%, revenue beat by 11.7%
Intel reported Q2 FY2026. EPS came in at $0.42 against a $0.21 consensus, beat by 100.0%. Revenue was $16.1B versus $14.4B expected, beat by 11.7%. Gross margin was 40.4%, up 100 bps from last quarter.
Guidance “Due to strong customer demand signals, we're raising our outlook for 2026 and now expect our CapEx to be more than $20 billion, which is up significantly versus our expectations entering the year.”
Inventory “Operating profit for CCPG was $2.3 billion, 26% of revenue and down approximately $173 million quarter-over-quarter due to inventory charges taken to optimize our factory network to overall customer demand across client and server.”
4 more flagged statementsand 3 tone events from this call are in the Pro read.
Subscribe — $9.99/mo →| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $0.42 | $0.21 | beat by 100.0% |
| Revenue | $16.1B | $14.4B | beat by 11.7% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $16.1B | +18.8% | +25.4% |
| Gross profit | $6.5B | +21.7% | +83.8% |
| Operating income | $1.8B | +157.3% | +156.5% |
| Net income | $-11.0B | -195.9% | -278.1% |
| Diluted EPS | -$2.16 | -195.9% | -222.4% |
| Gross margin: 40.4%. |
Revenue is up 25.4% from the same quarter last year. Gross margin sits at 40.4%, a new high for the period charted.
This section is part of the Pro report for INTC.
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