SHARPE
Reported results
- Fiscal fourth quarter revenue was $1.427 billion, GAAP operating margin was 6.0% and GAAP diluted EPS was $2.51.
- Fiscal fourth quarter non-GAAP operating margin was 6.7% and non-GAAP diluted EPS was $2.84.
- Fiscal 2026 revenue was $4.965 billion, GAAP operating margin was 5.3% and GAAP diluted EPS was $7.41.
- Fiscal 2026 non-GAAP operating margin was 6.2% and non-GAAP diluted EPS was $8.97.
- Generated free cash flow of $6.4 million during the fiscal fourth quarter.
Guidance
- Fiscal first quarter 2027 revenue guidance is $1.410 billion to $1.460 billion.
- Fiscal first quarter 2027 GAAP operating margin guidance is 5.5% to 5.9%.
- Fiscal first quarter 2027 GAAP diluted EPS guidance is $2.16 to $2.32.
- Fiscal first quarter 2027 non-GAAP adjusted operating margin guidance is 6.0% to 6.4%.
- Fiscal first quarter 2027 non-GAAP diluted EPS guidance is $2.46 to $2.62.
Price and volatility reaction
The stock moved -9.6% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -8.4 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 239.34 | 2026-10-28 |
| Close after release | 216.32 | 2026-10-29 |
| Realised move | -9.6% | close to close |
| 30d ATM IV change | -8.4 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-28 (8-K, Item 2.02). Read the original filing on sec.gov.