MSFT Q4 FY2026 earnings: EPS beat by 12.6%, revenue beat by 2.7%
MICROSOFT CORP reported Q4 FY2026. EPS came in at $4.74 against a $4.21 consensus, beat by 12.6%. Revenue was $90.0B versus $87.6B expected, beat by 2.7%. Gross margin was 67.2%, down 40 bps from last quarter.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $4.74 | $4.21 | beat by 12.6% |
| Revenue | $90.0B | $87.6B | beat by 2.7% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $90.0B | +8.6% | +17.7% |
| Gross profit | $60.5B | +7.9% | +15.4% |
| Operating income | $40.6B | +5.7% | +18.3% |
| Net income | $35.8B | +12.5% | +31.3% |
| Diluted EPS | $4.80 | +12.4% | +31.5% |
| Gross margin: 67.2%. |
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The trend
Revenue is up 17.7% from the same quarter last year. Gross margin sits at 67.2%, 220 bps off its 8-quarter high.
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How it stacks up
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