| 指标 | Q2 FY2026 | Q1 FY2026 | Q/Q | Q2 FY2025 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $16,058M | $14,926M | +8% | $14,059M | +14% |
| 毛利率 Gross Margin (GAAP) | 66.5% | 67.3% | -0.8 ppt | 70.9% | -4.4 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 67.8% | — | — | — | — |
| 研发费用 R&D | $2,561M | $2,491M | +3% | $2,471M | +4% |
| 销售及管理 SG&A | $2,558M | $2,439M | +5% | $2,577M | -1% |
| 折旧摊销 D&A | N/A | $1,771M | — | $1,499M | — |
| 股权激励 SBC | $1,156M | $1,124M | +3% | $1,170M | -1% |
| 营业利润 Operating Income (GAAP) | $4,731M | $4,277M | +11% | $4,220M | +12% |
| 利息费用 Interest Expense | $1,057M | $923M | +15% | $866M | +22% |
| 净利润 Net Income (GAAP) | $6,135M | $2,927M | +110% | $3,151M | +95% |
| 净利润 Net Income (Non-GAAP) | $6,598M | — | — | — | — |
| 指标 | Q2 FY2026 | Q1 FY2026 | Q/Q | Q2 FY2025 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $2.10 | $1.01 | +108% | $1.10 | +91% |
| 每股收益 EPS (Non-GAAP) | $2.26 | — | — | — | — |
| 稀释股数 Diluted Shares | 2,922M | 2,909M | +0% | 2,869M | +2% |
| 实际税率 Effective Tax Rate | 3.3% | 14.6% | -11.3 ppt | 7.1% | -3.8 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Cloud | $7,977M | 49.7% | +11% | — |
| Cloud Infrastructure (IaaS) | $4,079M | 25.4% | — | — |
| Cloud Applications (SaaS) | $3,898M | 24.3% | — | — |
| Software License | $939M | 5.8% | — | — |
| Software Support | $4,938M | 30.8% | — | — |
| Software | $5,877M | 36.6% | +3% | — |
| Hardware | $776M | 4.8% | +16% | +7% |
| Services | $1,428M | 8.9% | +6% | +7% |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Americas | $10,467M | 65.2% | +8% | +17% |
| EMEA | $3,760M | 23.4% | +8% | +11% |
| Asia Pacific | $1,831M | 11.4% | +3% | +5% |
本季度数据
| 指标 | Q2 FY2026 | Q1 FY2026 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"剩余履约义务（RPO）在第二季度增加了680亿美元——环比增长15%至5230亿美元——其中包括来自Meta、NVIDIA等公司的新承诺。第二季度GAAP每股收益增长91%至2.10美元，Non-GAAP每股收益增长54%至2.26美元。我们的GAAP和Non-GAAP每股收益均受益于出售Oracle在Ampere芯片公司股权获得的27亿美元税前收益。" — Doug Kehring, Oracle Corporation
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| non_operating_income | $2.67B | 含出售Ampere芯片公司27亿美元税前收益 |
| restructuring_expense | $406M | 重组费用同比增长387% |
| operating_margin_gaap | 29.5% | GAAP营业利润率 |
| operating_margin_nongaap | 41.9% | Non-GAAP营业利润率 |
| nongaap_effective_tax_rate | 20.8% | Non-GAAP有效税率 |
| trailing_4q_operating_cashflow | $22.3B | 过去12个月经营现金流，同比增长10% |
| trailing_4q_capex | $35.5B | 过去12个月资本开支 |
| trailing_4q_fcf | -$13.2B | 过去12个月自由现金流，因大规模数据中心扩建导致为负 |
| property_plant_equipment_net | $67.9B | 固定资产净值，半年增长$24.4B反映数据中心建设加速 |
| dividend_per_share | $0.50 | 季度每股股息 |
| cloud_infrastructure_yoy_cc | 66% | 云基础设施收入固定汇率同比增长率 |
| fusion_cloud_erp_revenue | $1.1B | Fusion Cloud ERP (SaaS) 收入，同比增长18% |
| netsuite_cloud_erp_revenue | $1.0B | NetSuite Cloud ERP (SaaS) 收入，同比增长13% |