Latest Earnings Results: Q3 '26
Estimated EPS
$3.22
Reported EPS
$3.32
Surprise
+3.25%
Estimated Rev
$29.24B
Reported Rev
$29.59B
Surprise
+1.2%
• Reported GAAP EPS of $3.32 up 96.45% YoY • Reported revenue of $29.59B up 85.50% YoY • Broadcom Inc. forecasts fourth quarter fiscal year 2026 revenue of approximately $34.8B, representing a 93 percent increase from the prior year period, with non-GAAP operating income at 66 percent of revenue.
Bullish Takeaway
Broadcom Inc. delivered record quarterly results underpinned by explosive growth in AI semiconductor demand, robust segment performance across semiconductor and infrastructure software, and strong generation of free cash flow.
Bearish Takeaway
Broadcom Inc. faces significant risks including customer concentration and demand volatility, supply chain dependency on limited partners, and the ongoing structural challenges of managing rapid semiconductor industry shifts toward artificial intelligence.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $3.80 | -- | -- | N/A |
Q3 '26 | $3.22 | $3.32 | 3.25% | BEAT |
Q2 '26 | $2.40 | $2.44 | 1.82% | BEAT |
Q1 '26 | $2.03 | $2.05 | 0.93% | BEAT |
Q4 '25 | $1.87 | $1.95 | 4.43% | BEAT |