Q3 2026 earnings scorecard by sector
We have analyzed 35 companies' Q3 2026 results. The median company grew revenue +10.3% from a year earlier, and 80% of them grew revenue at all. The median operating margin (the share of revenue left after running the business, before interest and tax) was 18.0%, and median earnings per share changed +15.2%. By sector, Information Technology grew fastest (median +19.8%) and Industrials slowest (median +9.3%).
Sectors at a glance
| Sector | Companies | Median rev. YoY | Growing revenue | Median op. margin | Median EPS YoY |
|---|---|---|---|---|---|
| Information Technology | 14 | +19.8% | 79% | 18.5% | +34.4% |
| Financials | 4 | +14.4% | 100% | 22.9% | +26.2% |
| Industrials | 7 | +9.3% | 100% | 18.8% | +15.0% |
| Communication Services | 1 | +6.8% | 100% | 22.0% | -48.3% |
| Health Care | 3 | +5.1% | 100% | 13.3% | +11.9% |
| Utilities | 1 | +4.8% | 100% | 36.4% | +23.3% |
| Consumer Staples | 2 | +4.6% | 50% | 3.8% | -25.8% |
| Consumer Discretionary | 3 | -1.4% | 0% | 10.5% | -4.8% |
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
14 companies · median revenue +19.8% · median operating margin 18.5% · median EPS +34.4%
Fastest growers
- MU (+345.7% revenue) — Micron's fiscal Q3 2026 revenue rose 346% to $41.5 billion and operating margin reached 80%, but bit shipments grew only about 20% — this was almost entirely a memory pricing event, and the take-or-pay contracts Micron is signing cap that price near today's level.
- AVGO (+85.5% revenue) — Broadcom revenue rose 85.5% to $29.6bn in the quarter ended August 2, 2026 as custom AI accelerator sales hit $16.7bn, while total operating expenses fell — pushing GAAP operating margin from 36.9% to 53.9%.
- SNPS (+42.4% revenue) — Synopsys revenue rose 42% to $2.48B in fiscal Q3 2026, but $622M of the $737M increase came from Ansys's first full-quarter comparison and GAAP EPS of $2.84 includes a $425M gain on selling Processor IP; adjusted EPS rose 15% to $3.91.
Slowest growers
- PTC (-6.8% revenue) — PTC revenue fell 7% to $600.0M in the quarter ended June 30, 2026 on the Kepware/ThingWorx sale and one shortened license contract, but ARR excluding divested businesses grew 9.1% at constant currency and full-year guidance was raised.
- QCOM (-4.0% revenue) — Qualcomm revenue fell 4% to $9.95bn in fiscal Q3 2026 but operating income dropped 41% as memory-driven handset inventory cuts took $1.24bn off chipset sales and input-cost inflation squeezed gross margin, with $726m of one-off IPO gains absorbing most of the damage below the operating line.