The company said it outlined FY26 full-year revenue growth of $74.2B, adjusted EPS of $13.97 and an adjusted operating margin of 15.8%. Adjusted EPS was above the original guidance range of $13.52 to $13.90, and the adjusted operating margin was +20 basis points versus the adjusted FY25 margin of 15.6%.

1. 01

   The company said it outlined FY26 full-year revenue growth of $74.2B, adjusted EPS of $13.97 and an adjusted operating margin of 15.8%. Adjusted EPS was above the original guidance range of $13.52 to $13.90, and the adjusted operating margin was +20 basis points versus the adjusted FY25 margin of 15.6%.

2. 02

   The company set targets of mid-single digit revenue growth in local currency for FY27 and FY28, and a mid to high-single digit growth ambition for FY29. It said it aims to expand its operating margin by 10 to 30 basis points each year, and guided to FCF to Net Income of 1.2 to 1.3 and at least $9.5B in shareholder returns for FY27.

3. 03

   The company set acquisition capital deployed of $8.1B for FY26, which includes capital related to the CyberOT acquisitions, including Dragos, announced in Q4 FY26 and closed in Q1 FY27. It estimated the approximate inorganic contribution for FY27 at about 2 to 2.5%.

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. Some paragraphs were omitted because their support in the source could not be confirmed.

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

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.