The company said revenue for the third quarter ended July 31, 2026 rose to $1.88 billion, up 8.1% as reported and 7.3% on a core basis from the year-earlier period.

1. 01

   The company said revenue for the third quarter ended July 31, 2026 rose to $1.88 billion, up 8.1% as reported and 7.3% on a core basis from the year-earlier period.

2. 02

   The company said its GAAP net income for Q3 was $362 million ($1.28 per share) and its non-GAAP net income was $459 million ($1.62 per share), including a net benefit of $17 million from tariff refunds.

3. 03

   The company said GAAP operating margin for Q3 was 23.6% and non-GAAP operating margin was 28.3%, and that both margins include a net benefit from tariff refunds of about 110 basis points.

4. 04

   The company said it expects full-year FY26 revenue of $7.49 billion to $7.51 billion and non-GAAP EPS of $6.18 to $6.21. For Q4, it expects revenue of $1.98 billion to $2.0 billion and non-GAAP EPS of $1.71 to $1.74 per share.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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