May. 1 at 1:27 PM
$SO Q1 2026: revenue
$8.40B (+8% YoY), EPS
$1.32 vs
$1.25 est. But operating margin compressed 180bps to 24.0% and capex hit
$3.42B in the quarter alone (+20.7% YoY). Cash down 57.8% YoY to
$981M. Top line growing, everything else getting squeezed.