Broadcom Inc. Announces Third Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend

Broadcom’s third-quarter fiscal 2026 results showed revenue of $29.6 billion, an 86 percent increase from the prior-year period, according to the company’s announcement carried by PR Newswire on September 2. GAAP operating income was $16.0 billion, while non-GAAP operating income reached $20.1 billion. The release also reported GAAP diluted earnings per share of $2.68; the supplied summary cuts off before giving the full non-GAAP diluted EPS figure.

The result marks a sharp change from the prior-year comparison embedded in the release: revenue growth is now being reported at 86 percent, rather than the 23.9 percent year-over-year growth shown in the supplied fiscal 2025 enrichment. That enrichment reported $63.9 billion of revenue, 67.8 percent gross margin, 36.2 percent net margin and $4.77 of diluted EPS for the fiscal year ended November 2, 2025. The two figures describe different reporting periods, so they are not a like-for-like quarterly comparison, but they frame the scale of the new quarterly result.

For Broadcom, the direct financial mechanism is operating leverage: $16.0 billion of GAAP operating income and $20.1 billion on a non-GAAP basis show how much of the reported revenue is reaching the operating line. The company also announced a quarterly dividend, adding a shareholder-return element to a report dominated by growth. The supplied enrichment identifies AVGO as the company in focus and provides its prior fiscal-year profitability profile, but does not identify a specific customer, product or contract behind the quarterly increase.

The main uncertainty is therefore attribution and durability. The announcement establishes the revenue and operating-income figures, but the supplied material does not provide the full non-GAAP EPS number, segment detail, forward guidance, customer concentration or management commentary. Without those details, the report alone does not establish how much of the acceleration is recurring, nor how the next quarter will compare with the new growth rate.

The next useful checkpoints are Broadcom’s next earnings release and any additional filing or company commentary that breaks out the sources of revenue and gives forward guidance. The numbers that would settle the setup are the next reported revenue growth rate, operating-income conversion, non-GAAP EPS and any updated outlook. Until those are available, the key open issue is whether the 86 percent growth rate represents a durable run rate or an unusually favorable comparison and mix.