Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus, driven by a 24% YoY revenue surge to $119.8B vs. $117.0B expected. Performance was anchored by Google Cloud (up 82% YoY) and strong Search growth. Diluted EPS (GAAP) of $9.11 crushed the $2.89 consensus, primarily inflated by a $99B unrealized gain on equity securities (SpaceX and others). Operating margin expanded to 34% (vs. 32% YoY), despite significantly higher AI-related CapEx of $44.9B, highlighting robust AI infrastructure deployment.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Alphabet(GOOGL) the Revenue is 119.8 B (+24.23%), Beat estimate;the EBIT is 40.77 B (+30.38%), Beat estimate;the EPS is 9.11 (+294.4%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
119.80B24.23%
116.98B21.31%
+2.82B2.92%
EBITExceed expectations
40.77B30.38%
40.29B28.85%
+0.48B1.53%
EPSExceed expectations
9.11294.37%
2.899125.50%
+6.2109268.87%
Revenue
ActualEstimateUnit: USD
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EBIT
ActualEstimateUnit: USD
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Net income
ActualEstimateUnit: USD
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EPS
ActualEstimateUnit: USD
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