Oracle's revenue growth has accelerated dramatically, reaching 29.6% year-over-year in 2027Q1, driven by a successful pivot to cloud infrastructure. However, this growth appears to be fueling an unsustainable capital expenditure cycle, with CapEx consuming 147...
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While revenue growth has surged to 29.6% in 2027Q1, this has been accompanied by a significant gross margin erosion to 60.0% from 72.5% ten quarters prior, suggesting the current expansion is prioritizing scale over profitability.
Oracle's Remaining Performance Obligations (RPO) stood at $553 billion as of early 2026, indicating strong future revenue potential.
Oracle Cloud Infrastructure (OCI) revenue surged 84% year-over-year in early 2026, with multicloud database revenue up 531% in Q3.
A landmark partnership with OpenAI is seen as a key growth driver, contributing significantly to the RPO.
Oracle's debt exceeded $162 billion by April 2026, raising concerns about financial stability.
Trailing free cash flow turned negative, reaching approximately -$24.7 billion in early 2026 due to high capital expenditures.
Around $300 billion of Oracle's backlog is tied to OpenAI, a customer that is not yet profitable, posing a risk to Oracle's financials.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 10, 2026 | $1.92+10.3% vs $1.74 | $19.3B+1.1% vs $19.1B |
Q3 2026 Jun 10, 2026 | $2.11+7.7% vs $1.96 | $19.2B+0.4% vs $19.1B |
Q2 2026 Mar 10, 2026 | $1.79+5.3% vs $1.70 | $17.2B+1.6% vs $16.9B |
Q4 2025 Dec 10, 2025 | $2.26+37.8% vs $1.64 | $16.1B-0.8% vs $16.2B |
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
Oracle (ORCL), the cloud-database and enterprise-software company, announced plans for a fully managed NetApp storage service on Oracle Cloud Infrastructure; sh
Broadcom, Marvell, and Oracle have gone in completely opposite directions in 2026, yet analysts see a path where all three deliver the same outsized result in 2027.
Oracle Announces Commitment to Absorb $300 Million in Rising Point Beach Energy Costs for Wisconsin ResidentsPR NewswireAUSTIN, Texas, Oct. 2, 2026Commitment wi
Benchmark ORCL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Oracle Corporation (ORCL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $142.30 | $409.26B | 24.41 | 17.35% | 25.37% | 53.38% | 1.4% | |
| $208.57 | $243.03B | 30.94 | 7.68% | 20.41% | 17.41% | — | |
| $222.64 | $209.76B | 19.93 | 7.62% | 15.52% | 33.43% | — | |
| $517.53 | $3.84T | 28.83 | 17.79% | 40.31% | 33.22% | — | |
| $134.38 | $138.93B | 80.47 | 20.88% | 11.34% | 13.77% | — | |
| $281.08 | $76.89B | 20.56 | 15.63% | 21.29% | 23.42% | — |
Oracle Corporation (ORCL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Oracle Corporation (ORCL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 14, 2026·SEC
Sep 10, 2026·SEC
Jun 10, 2026·SEC
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Oracle Corporation (ORCL) stock FAQ — growth, dividends, profitability & financials explained
Oracle Corporation (ORCL) reported $71.78B in revenue for fiscal year 2026. This represents a 1163% increase from $5.68B in 1997.
Oracle Corporation (ORCL) grew revenue by 17.4% over the past year. This is strong growth.
Yes, Oracle Corporation (ORCL) is profitable, generating $18.92B in net income for fiscal year 2026 (25.4% net margin).
Yes, Oracle Corporation (ORCL) pays a dividend with a yield of 1.40%. This makes it attractive for income-focused investors.
Oracle Corporation (ORCL) has a return on equity (ROE) of 53.4%. This is excellent, indicating efficient use of shareholder capital.
Oracle Corporation (ORCL) had negative free cash flow of $28.72B in fiscal year 2026, likely due to heavy capital investments.
