Intel Corp.: EPS $0.52 vs $0.4066 expected; revenue $16.5B vs $16.6B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.5200 | 0.4066 | +27.9% | 0.2300 |
| Revenue (USD bn) | 16.5100 | 16.5600 | −0.3% | 13.6500 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Q3 FY2026 | 0.52 | 0.4066 | +27.9% | 16.51 | 16.56 | −0.3% |
| Jul 23, 2026 | Q2 FY2026 | 0.42 | 0.2173 | +93.3% | 16.13 | 14.43 | +11.7% |
| Apr 23, 2026 | Q1 FY2026 | 0.29 | 0.0190 | — | 13.58 | 12.42 | +9.3% |
| Jan 22, 2026 | Q4 FY2025 | 0.15 | 0.0814 | — | 13.67 | 13.43 | +1.8% |
| Oct 23, 2025 | Q3 FY2025 | 0.23 | 0.0178 | — | 13.65 | 13.20 | +3.5% |
| Jul 24, 2025 | Q2 FY2025 | −0.10 | 0.0121 | — | 12.86 | 11.98 | +7.3% |
| Apr 24, 2025 | Q1 FY2025 | 0.13 | 0.0068 | — | 12.67 | 12.30 | +3.0% |
| Jan 30, 2025 | Q4 FY2024 | 0.13 | 0.1189 | +9.3% | 14.26 | 13.83 | +3.1% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Intel Corp. results: EPS $0.52 vs $0.4066 expected; revenue $16.5B vs $16.6B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 27.9%; revenue below the estimate by 0.3%.
Revenue was up 20.9% from $13.7 billion a year earlier (Q3 FY2025). EPS was up 126.1% from $0.23 a year earlier.
What the results mean
Intel combines computing product design with semiconductor manufacturing, so interpreting its results requires examining both the product mix and factory economics. Its personal and commercial computing business is linked to consumer and business demand, while its data center and artificial intelligence business is linked to computing and networking infrastructure needs.
The foundry business provides a commercial avenue through chip fabrication, substrates, and related services. Understanding its contribution to profitability requires examining capacity utilization and operating costs alongside the product mix elsewhere in the business. The supplied material does not identify each business's contribution to the results, so performance cannot be attributed to a particular driver.
What to watch on the earnings call: Watch management's discussion of demand for personal computing, data center, and artificial intelligence products, and how the sales mix affects margins. Details on foundry capacity utilization, costs, spending, and customer demand would also help clarify the relationship between the product business and factory economics.
For the full analysis of Intel Corp. stock — valuation, scores and financial statements — see the stock page linked with this story.