Oracle First Quarter 2026 Earnings: EPS Misses Expectations

Simply Wall St

September 11, 2025

Oracle (NYSE:ORCL) First Quarter 2026 Results

Key Financial Results

Revenue: US$14.9b (up 12% from 1Q 2025).
Net income: US$2.93b (flat on 1Q 2025).
Profit margin: 20% (down from 22% in 1Q 2025). The decrease in margin was driven by higher expenses.
EPS: US$1.04 (down from US$1.06 in 1Q 2025).

We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

earnings-and-revenue-growth — NYSE:ORCL Earnings and Revenue Growth September 11th 2025

All figures shown in the chart above are for the trailing 12 month (TTM) period

Oracle EPS Misses Expectations

Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.7%.

Looking ahead, revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in the US.

Performance of the American Software industry.

The company's shares are up 47% from a week ago.

Risk Analysis

You still need to take note of risks, for example - Oracle has 3 warning signs we think you should be aware of.

Mobile Infrastructure for Defense and Disaster

The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.

Get the investor briefing before the next round of contracts

New: AI Stock Screener & Alerts

Our new AI Stock Screener scans the market every day to uncover opportunities.

• Dividend Powerhouses (3%+ Yield)
• Undervalued Small Caps with Insider Buying
• High growth Tech and AI Companies

Or build your own from over 50 metrics.

Explore Now for Free

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.