| Metric | Nov 6, 2024 FY24 Q4 | Feb 4, 2025 FY25 Q1 | May 7, 2025 FY25 Q2 | Aug 6, 2025 FY25 Q3 | Nov 5, 2025 FY25 Q4 | Feb 3, 2026 FY26 Q1 | May 6, 2026 FY26 Q2 | Aug 5, 2026 FY26 Q3 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| Earnings per diluted share | — | — | — | — | New“$8.15 - $8.35 per diluted share” | Reiterated“$8.15 - $8.35 per diluted share” | — | Raised“$8.40 - $8.50 per diluted share” |
| Earnings per diluted share | — | — | — | — | — | — | New“$8.40 - $8.50” | — |
| Capital expenditure | — | — | — | — | New“approximately $4.2 billion” | Reiterated“approximately $4.2 billion” | Reiterated“approximately $4.2 billion” | Reiterated“approximately $4.2 billion” |
| Indicated annual dividend | — | — | — | — | New“$4.00” | Reiterated“$4.00, which represents a 14.9% increase over fiscal 2025” | Reiterated“$4.00” | Reiterated“$4.00” |
| Quarterly dividend | — | — | — | — | New“$1.00 per common share” | — | — | — |
| Quarterly dividend declared | — | — | — | — | — | — | — | New“$1.00 per common share” |
| Quarterly dividend declared | — | — | — | — | — | — | New“$1.00 per common share” | — |
| For FY2025 | ||||||||
| Earnings per diluted share | New“$7.05 - $7.25 per diluted share” | Reiterated“$7.05 - $7.25 per diluted share” | — | Raised“$7.35 - $7.45 per diluted share” | — | — | — | — |
| Earnings per diluted share | — | — | New“$7.20 - $7.30” | — | — | — | — | — |
| Capital expenditure | New“approximately $3.7 billion” | Reiterated“approximately $3.7 billion” | Reiterated“approximately $3.7 billion” | Reiterated“approximately $3.7 billion” | — | — | — | — |
| Indicated annual dividend | New“$3.48” | Reiterated“$3.48” | Reiterated“$3.48” | Reiterated“$3.48” | — | — | — | — |
| Indicated annual dividend increase over fiscal 2024 | New“8.1% increase” | — | — | — | — | — | — | — |
| Quarterly dividend | — | — | New“$0.87 per common share” | Reiterated“$0.87 per common share” | — | — | — | — |
| Quarterly dividend | — | New“$0.87 per common share” | — | — | — | — | — | — |
| Quarterly dividend declared | New“$0.87 per common share” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| Quarterly dividend | New“$0.87 per common share” | — | — | — | — | Raised“$1.00 per common share” | Reiterated“$1.00 per common share” | Reiterated“$1.00 per common share” |
| Quarterly dividend declared | — | — | — | — | — | New“$1.00 per common share” | — | — |