Company intelligenceCSCO
Cisco
Nasdaq · Computer Communications Equipment
Q4 FY2026Quarter ended Jul 25, 2026 (13-week quarter)Data as of Oct 9, 2026
This quarter's figures come from the company's SEC filing.
Blockhaven company read
Revenue grew 17.6% year over year, accelerating from 12.0% in the prior quarter.
Operating margin expanded 368 basis points year over year to 24.7%. GAAP operating income rose 38.1% year over year to $4.26 billion. Management provided Q1 2027 adjusted EPS guidance (non-GAAP) of $1.32 to $1.34.
Business trendAcceleratingRevenue growth accelerated, operating margin widened and GAAP operating income improved.
Latest reported quarter
13-week quarter · Reported Aug 12, 2026
RevenueGAAP
- Latest
- $17.3 billion
- Year ago
- $14.7 billion
- Change
- +17.6% (Up year over year)
Derived from year-to-date filings
Gross profitGAAP
- Latest
- $11.1 billion
- Year ago
- $9.28 billion
- Change
- +19.2% (Up year over year)
Derived from year-to-date filings
Operating incomeGAAP
- Latest
- $4.26 billion
- Year ago
- $3.09 billion
- Change
- +38.1% (Up year over year)
Derived from year-to-date filings
Net incomeGAAP
- Latest
- $3.86 billion
- Year ago
- $2.55 billion
- Change
- +51.3% (Up year over year)
Derived from year-to-date filings
Diluted EPSGAAP
- Latest
- $0.97
- Year ago
- $0.64
- Change
- +51.6% (Up year over year)
From the earnings release
Diluted sharesGAAP
- Latest
- 3.98 billion
- Year ago
- 3.99 billion
- Change
- −0.2% (Down year over year)
From the earnings release
Operating cash flowGAAP
- Latest
- $5.39 billion
- Year ago
- $4.23 billion
- Change
- +27.2% (Up year over year)
Derived from year-to-date filings
Capital expendituresGAAP
- Latest
- $390 million
- Year ago
- $217 million
- Change
- +79.7% (Up year over year)
Derived from year-to-date filings
Cash and equivalentsGAAP
- Latest
- $7.22 billion
- Year ago
- $8.35 billion
- Change
- −13.5% (Down year over year)
| Measure | Basis | Latest quarter | Year ago | Change |
|---|---|---|---|---|
| RevenueDerived from year-to-date filings | GAAP | $17.3 billion | $14.7 billion | +17.6% (Up year over year) |
| Gross profitDerived from year-to-date filings | GAAP | $11.1 billion | $9.28 billion | +19.2% (Up year over year) |
| Operating incomeDerived from year-to-date filings | GAAP | $4.26 billion | $3.09 billion | +38.1% (Up year over year) |
| Net incomeDerived from year-to-date filings | GAAP | $3.86 billion | $2.55 billion | +51.3% (Up year over year) |
| Diluted EPSFrom the earnings release | GAAP | $0.97 | $0.64 | +51.6% (Up year over year) |
| Diluted sharesFrom the earnings release | GAAP | 3.98 billion | 3.99 billion | −0.2% (Down year over year) |
| Operating cash flowDerived from year-to-date filings | GAAP | $5.39 billion | $4.23 billion | +27.2% (Up year over year) |
| Capital expendituresDerived from year-to-date filings | GAAP | $390 million | $217 million | +79.7% (Up year over year) |
| Cash and equivalents | GAAP | $7.22 billion | $8.35 billion | −13.5% (Down year over year) |
Company-defined, non-GAAP measures
Adjusted net incomeNon-GAAP (company-defined)
- Latest
- $4.87 billion
- Year ago
- $3.95 billion
- Change
- +23.2% (Up year over year)
Adjusted EPSNon-GAAP (company-defined)
- Latest
- $1.22
- Year ago
- $0.99
- Change
- +23.2% (Up year over year)
| Measure | Basis | Latest quarter | Year ago | Change |
|---|---|---|---|---|
| Adjusted net income | Non-GAAP (company-defined) | $4.87 billion | $3.95 billion | +23.2% (Up year over year) |
| Adjusted EPS | Non-GAAP (company-defined) | $1.22 | $0.99 | +23.2% (Up year over year) |
This quarter's figures come from the company's SEC filing. GAAP unless labelled. Non-GAAP and company-defined measures are labelled.
Growth and margins
Revenue growth
+17.6%
Accelerating versus +12.0% in the prior quarter (year over year, GAAP).
Margins (GAAP)
- Gross margin 64.1%Expanded +88 bp vs 63.2% a year ago
- Operating margin 24.7%Expanded +368 bp vs 21.0% a year ago
- Net margin 22.4%Expanded +499 bp vs 17.4% a year ago
Guidance
StatusProvided
| Measure | Period | Guidance | Versus prior release |
|---|---|---|---|
| Non-GAAP EPSNon-GAAP | Q1 2027 | $1.32 to $1.34 | No like-for-like prior |
| RevenueGAAP | Q1 2027 | $18 billion to $18.2 billion | No like-for-like prior |
| Non-GAAP gross marginCompany-defined | Q1 2027 | 65.0% to 66.0% | No like-for-like prior |
| Non-GAAP operating marginCompany-defined | Q1 2027 | 35.5% to 36.5% | No like-for-like prior |
Recent events
- ManagementAn executive or director change (8-K Item 5.02)
- RestructuringA restructuring action (per the earnings release)
- Capital returnA share repurchase update (per the earnings release)
- Capital returnA dividend announcement (per the earnings release)
Sources and dates
Filings and dates
- 8-K earnings releasefiled Aug 12, 2026
- SEC filings (10-Q, 10-K financial data)
- Data as of Oct 9, 2026. Quarter ended Jul 25, 2026.
Data health
Figures cross-checked against SEC filings.
- SEC company recordAvailable
- SEC financial dataAvailable
- SEC filing documentsAvailable
- Earnings releaseAvailable
Descriptive company facts from SEC filings and the issuer's own earnings release. GAAP figures are labelled as such. Not investment advice, a rating or a recommendation. Disclosures