10-Q · April 23, 2026
Intel reported Q1 2026 revenue of $13,577,000,000 (beat consensus $12,400,465,904 and up ~7% year-over-year) and non-GAAP diluted EPS of $0.29 (consensus -$0.01). Results were offset by a GAAP net loss and a…
Earnings analysis · 10-Q
INTC earnings analysis
Filed July 23, 2026 · Our reading of the company's report
The latest report
Intel reported Q2 2026 revenue of $16.128 billion and diluted EPS of $0.42, representing a substantial improvement from Q1 2026 revenue of $13.580 billion and EPS of negative $0.73, as well as Q2 2025 revenue of $12.860…
Read full summary
Intel reported Q2 2026 revenue of $16.128 billion and diluted EPS of $0.42, representing a substantial improvement from Q1 2026 revenue of $13.580 billion and EPS of negative $0.73, as well as Q2 2025 revenue of $12.860 billion and EPS of negative $0.67. The reported results indicate strong top-line acceleration and a return to profitability. However, the supplied 10-Q text excludes the underlying financial statements and MD&A, preventing verification of margins, segment performance, balance-sheet changes, cash flow, management drivers, risk-factor updates, and formal outlook.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.42
What stood out
-
Revenue accelerated to $16.128B
Q2 2026 revenue was $16.128 billion, up $2.548 billion (18.8%) from $13.580 billion in Q1 2026 and up $3.268 billion (25.4%) from $12.860 billion in Q2 2025.
-
EPS returned to profitability
Diluted EPS improved to $0.42 from a loss of $0.73 in Q1 2026 and a loss of $0.67 in Q2 2025, a sequential improvement of $1.15 per share.
What to watch
-
Core 10-Q disclosures were not provided
The supplied filing excerpt does not include the financial statements, MD&A, or Item 1A narrative; consequently, gross margin, operating margin, segment results, liquidity, cash flow, and any updated risk-factor changes cannot be substantiated from the provided 10-Q text.
Management's outlook
The supplied 10-Q extract contains only the filing index and signature page, not the MD&A outlook or quantitative guidance discussion. No numeric forward guidance can be verified from the provided filing text.
Earlier filings 4
10-K · January 23, 2026
The 2025 10-K shows a company in a transitional recovery: full-year revenue was essentially flat at $52.85 billion (2025 vs $53.09 billion in 2024) while operating results remain volatile. Gross margin improved in the…
10-Q · November 6, 2025
Intel posted revenue of $13,653,000,000 and GAAP EPS of $0.23 for the quarter ended September 27, 2025, beating revenue and EPS consensus. Gross margin expanded to 38.2% and operating margin recovered to 5.0%; free cash…
10-Q · April 25, 2025
Intel reported revenue of $12.667 billion for the quarter ended March 29, 2025, beating consensus ($12.300B) and EPS of $0.13, also ahead of consensus ($0.01). Revenue was roughly flat year-over-year (down $0.053B vs.…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.