AlphaWire

global_stock_earnings

Earnings quality watch: GOOGL near $346.77 — FY2026 Q1 ending 2026-03-31.

2026-07-20·global-stock-earnings-20260720-googl
Earnings quality watch: GOOGL near $346.77 — FY2026 Q1 ending 2026-03-31.

Comparable-period growth: revenue +21.8% YoY; net income +81.2% YoY; diluted EPS +81.9% YoY.

Quality check: net margin 56.9% (+1866 bp YoY); YTD SEC free-cash-flow proxy $10.12B (-46.6% YoY).

Valuation snapshot: trailing P/E 26.5x; forward P/E 23.7x; EV/EBITDA 25.9x; P/S 10.0x.

Latest reported EPS beat consensus by 91.6%.

Read-through: EPS growth outpaced revenue growth, showing positive operating leverage; top-line growth was accompanied by margin expansion; earnings growth was not matched by the cash-flow proxy; forward P/E is materially below trailing P/E, implying higher expected earnings. This is a data observation, not a recommendation.

#Stocks #Earnings #Fundamentals #GOOGL

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