The company said its revenue for Q3 2026 was $1.633 billion, compared with Q3 2025 revenue of $1.339 billion. It also said its backlog at the end of the quarter was $8.2 billion.

1. 01

   The company said its revenue for Q3 2026 was $1.633 billion, compared with Q3 2025 revenue of $1.339 billion. It also said its backlog at the end of the quarter was $8.2 billion.

2. 02

   The company said it recorded GAAP operating margin of 26.2% for Q3 (Q3 2025 31.8%) and non-GAAP operating margin of 44.1% (47.6%). GAAP diluted net income per share was unchanged at $1.05, while non-GAAP diluted net income per share was $2.11 (Q3 2025 $1.93).

3. 03

   The company said it expects full-year 2026 revenue of $6.387 billion to $6.417 billion and non-GAAP diluted net income per share of $8.37 to $8.43. The company said in its headline that it is raising its revenue growth outlook to 21% and its non-GAAP earnings per share outlook to $8.40.

4. 04

   The company said it used $400 million to repurchase its shares in Q3. It also said its board approved an additional repurchase of up to $2.5 billion under the existing program on October 23, 2026. The company said the actual timing and amount of repurchases will depend on market conditions and other factors.

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

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