Full Year 2026 earnings scorecard by sector
We have analyzed 42 companies' Full Year 2026 results. The median company grew revenue +9.7% from a year earlier, and 88% of them grew revenue at all. The median operating margin (the share of revenue left after running the business, before interest and tax) was 20.4%, and median earnings per share changed +12.0%. By sector, Information Technology grew fastest (median +23.5%) and Consumer Staples slowest (median +3.6%).
Sectors at a glance
| Sector | Companies | Median rev. YoY | Growing revenue | Median op. margin | Median EPS YoY |
|---|---|---|---|---|---|
| Information Technology | 16 | +23.5% | 100% | 25.9% | +30.6% |
| Health Care | 3 | +9.9% | 67% | 20.7% | +12.1% |
| Consumer Discretionary | 5 | +7.4% | 100% | 18.3% | +10.9% |
| Industrials | 6 | +7.2% | 83% | 19.5% | +7.3% |
| Financials | 1 | +7.1% | 100% | 25.0% | +11.9% |
| Communication Services | 3 | +6.8% | 100% | 11.4% | +0.4% |
| Consumer Staples | 8 | +3.6% | 63% | 9.8% | -0.1% |
Sorted by median revenue growth. "Growing revenue" is the share of the sector's companies whose revenue rose year over year. Banks don't report an operating margin, so that column covers the companies that do.
Fastest revenue growth, all sectors
Slowest revenue growth, all sectors
Sector by sector
Information Technology
16 companies · median revenue +23.5% · median operating margin 25.9% · median EPS +30.6%
Fastest growers
- SNDK (+175.3% revenue) — Sandisk's fiscal 2026 revenue rose 175% to $20.2 billion and net income reached $11.4 billion, driven far more by AI-fuelled NAND price increases than by volume, with Q1 FY2027 guided to $10.3–$10.8 billion.
- LITE (+83.2% revenue) — Lumentum fiscal 2026 revenue rose 83% to $3.01B on AI data-center laser and transceiver demand, and GAAP operating margin swung from -10.9% to 17.4%, but a $7.8B non-cash loss on convertible-note exchanges produced a $6.9B GAAP net loss.
- SMCI (+77.8% revenue) — Supermicro grew fiscal 2026 net sales 77.8% to $39.1bn and doubled net income to $2.23bn, but burned $6.8bn of operating cash as inventory and receivables ballooned, gross margin slipped again to 10.8%, and its largest customer reached 28.1% of sales.
Slowest growers
- FLEX (+8.1% revenue) — Flex grew fiscal 2026 revenue 8% to $27.9B as data-center sales jumped 38%; GAAP EPS rose 10% to $2.33 (adjusted $3.30, +25%), and the company plans to spin off its data-center unit in early 2027.
- CRM (+9.6% revenue) — Salesforce grew fiscal 2026 revenue 9.6% to $41.5 billion and lifted GAAP operating margin to 20.1%, but most of its 23% EPS jump came from a $1.0 billion mark-to-market gain on private investments rather than from operations.