earnings
confidence high
sentiment positive
materiality 0.75
Cisco posts record Q2 revenue $15.3B (+10% YoY); GAAP EPS $0.80 (+31%); raises dividend 2%
CISCO SYSTEMS, INC.
2026-Q2 EPS
reported $1.51
vs consensus $1.06
▲ beat
(+43.0%)
- GAAP EPS $0.80 up 31% YoY; non-GAAP EPS $1.04 up 11%, both above guidance high end.
- Product orders up 18% YoY; networking product orders accelerated to >20% growth.
- AI infrastructure orders from hyperscalers totaled $2.1B, showing significant acceleration.
- Dividend increased 2% to $0.42/share; payable April 22 to April 2 record holders.
- Q3 FY2026 guidance: revenue $15.4B-$15.6B; non-GAAP EPS $1.02-$1.04.