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Broadcom Q3 FY2026 · Story

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AVGOQ3 FY20261/4

Estimate vs Actual

Earnings per Share

Estimate
$3.30
Actual
$3.32

+0.6% vs Estimate

Revenue

Estimate
$29.9 B
Actual
$29.6 B

−1.2% vs Estimate

AVGOQ3 FY20262/4

Guidance

Revenue (Q4)

Company Guidance
34.8 billion
Market Estimate
35.05 billion

0.7% Below Estimate ▼

AI Semiconductor Revenue

Company Guidance
21.7 billion

Strong Acceleration · 236% YoY ▲

Operating Margin (Adjusted)

Company Guidance
66%
Market Estimate
67.9%

1.9 Points Contraction ▼

AVGOQ3 FY20263/4

In 30 Seconds

Revenue grew 86% year over year to $29.59B, beating estimates by 0.5%; adjusted EPS of $3.32 came in 2.5% above expectations.

  • AI semiconductor revenue rose 221% year over year to $16.7B, and the company guides this line to $21.7B next quarter.
  • The stock fell about 4% after hours as fourth-quarter revenue guidance of $34.8B landed 0.7% below expectations.

First point of the analysis's “In 30 Seconds”.

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