Investopedia·1 day ago
Why Wall Street Is Fired Up About Earnings—and Why There May Be Some ConcernHigher prices for raw materials and semiconductors were likely a boon to S&P 500 earnings last quarter. They could also be a risk.
Alphabet Inc.(GOOG)Earnings, Financials & Key Ratios
GOOG•NASDAQ
$363.62
33.6× P/E·Price updated Jul 7, 2026
AboutAlphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the Google Play and YouTube; and devices, as well as in the provision of YouTube consumer subscription services. The Google Cloud segment offers infrastructure, cybersecurity, databases, analytics, AI, and other services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Gmail, Docs, Drive, Calendar, and Meet; and other services for enterprise customers. The Other Bets segment sells healthcare-related and internet services. The company was incorporated in 1998 and is headquartered in Mountain View, California.Show more
- Revenue$402.96B+15.1%
- EBITDA$150.3B+17.7%
- Net Income$132.17B+32.0%
- EPS (Diluted)10.81+34.5%
- Gross Margin59.66%+2.5%
- EBITDA Margin37.3%+2.2%
- Operating Margin32.05%-0.2%
- Net Margin32.8%+14.7%
- ROE35.7%+8.5%
GOOG Price & Volume
Alphabet Inc. (GOOG) stock price & volume — 10-year historical chart
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Accelerating Revenue Growth Amidst Heavy Infrastructure Investment
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Strong
Financial:Fortress
Cash Flow:Mixed
Primary Risk:Regulatory search distribution disruption
Key Thesis Takeaways
- Alphabet is currently navigating a pivotal transition as AI-driven product integrations drive revenue growth to 21.8% in 2026Q1, signaling successful monetization of new search capabilities.
- While the company maintains a fortress balance sheet with a conservative 0.19 debt-to-equity ratio, investors should monitor the material risk posed by federal antitrust rulings that threaten the sustainability of search distribution exclusivity payments.
- The long-term outlook remains supported by robust operating leverage, though the aggressive 15.6% CapEx-to-revenue ratio warrants careful scrutiny regarding future free cash flow conversion.
Verdict Logic
while the forward P/E of 23.51 suggests a reasonable valuation relative to growth, the potential disruption to the search distribution moat and the declining OCF/NI ratio of 0.58 in 2026Q1 necessitate a cautious approach.
GOOG Growth Metrics
Alphabet Inc. (GOOG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years18.31%
5 Years17.16%
3 Years12.52%
TTM17.47%
Profit CAGR
10 Years23.24%
5 Years26.83%
3 Years30.14%
TTM44.34%
EPS CAGR
10 Years25.23%
5 Years29.83%
3 Years33.34%
TTM46.15%
Return on Capital
10 Years22.48%
5 Years28.83%
3 Years30.19%
Last Year30.26%
GOOG Recent Earnings
Alphabet Inc. (GOOG) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
Apr 29, 2026Metric
Actual
Est
EPS
$5.11+90.7%
$2.68
Rev
$109.9B+3.1%
$106.6B
Q1 2026
Feb 4, 2026Metric
Actual
Est
EPS
$2.82+7.2%
$2.63
Rev
$113.8B+2.3%
$111.3B
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$2.87+24.8%
$2.30
Rev
$102.3B+2.4%
$99.9B
Q3 2025
Jul 23, 2025Metric
Actual
Est
EPS
$2.31+6.0%
$2.18
Rev
$96.4B+2.5%
$94.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $5.11vs $2.68+90.7% | $109.9Bvs $106.6B+3.1% |
| Q1 2026 | Feb 4, 2026 | $2.82vs $2.63+7.2% | $113.8Bvs $111.3B+2.3% |
| Q4 2025 | Oct 29, 2025 | $2.87vs $2.30+24.8% | $102.3Bvs $99.9B+2.4% |
| Q3 2025 | Jul 23, 2025 | $2.31vs $2.18+6.0% | $96.4Bvs $94.0B+2.5% |
Based on last 12 quarters of dataView full earnings history →
Latest GOOG News
Recent stock market news and headlines for Alphabet Inc. (GOOG)
The Motley Fool·1 day ago
Down Over 10% From Its All-Time High, Is Now the Perfect Time to Buy Alphabet Stock?Alphabet's multifaceted AI strategy is working out better than expected. The stock isn't cheap, but it's not expensive either.
TechCrunch·1 day ago
If you use Google, you're training its AI. Here's how to opt out.Consider this a belated PSA: A recent change to Google's privacy settings is allowing the company to store more of your data, including media such as “images, files, and audio and video recordings,” to improve its AI models. In other words, if you upload any media to Google's Search services, it's being used to train AI unless you opt out.
The Motley Fool·1 day ago
These Were the 3 Best-Performing "Magnificent Seven" Stocks of the First Half. Only 1 of Them Outperformed the S&P 500High valuations may be weighing on top tech stocks this year. Alphabet was the only one of the "Magnificent Seven" stocks to be outperforming the S&P 500 at the halfway mark.
The Motley Fool·1 day ago
Prediction: Following Alphabet, This Could Be the Next Trillion-Dollar Artificial Intelligence (AI) Stock Greg Abel Adds to Berkshire's PortfolioWith rare exceptions, Berkshire Hathaway has historically avoided major investments in the technology sector. Under new CEO Greg Abel, however, Berkshire has doubled down on the company's position in Alphabet stock.
Peers Comparison
Key metrics vs top competitors for Alphabet Inc. (GOOG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $363.62 | $4.4T | 33.64 | 15.13% | 32.8% | 35.7% | 0.23% | |
| $615.58 | $1.56T | 26.21 | 22.17% | 32.84% | 33.22% | — | |
| $388.84 | $2.89T | 28.51 | 14.93% | 39.34% | 33.13% | — | |
| $245.98 | $2.65T | 34.31 | 12.38% | 12.22% | 23.34% | — | |
| $310.66 | $4.56T | 41.64 | 6.43% | 27.15% | 146.69% | — | |
| $112.09 | $38.12B | 64.76 | -3.04% | 3.48% | 0.21% | — |
Compare GOOG vs Peers
Alphabet Inc. (GOOG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
GOOG SEC Filings & Documents
Alphabet Inc. (GOOG) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 29, 2026·SEC
Material company update
Apr 10, 2026·SEC
Material company update
Apr 2, 2026·SEC
10-K Annual Reports
1FY 2026
Feb 5, 2026·SEC
10-Q Quarterly Reports
3Get notified when GOOG posts new earnings or crosses analyst targets
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GOOG Frequently Asked Questions
Alphabet Inc. (GOOG) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Alphabet Inc.'s revenue?
Alphabet Inc. (GOOG) reported $422.57B in revenue for fiscal year 2025. This represents a 96045% increase from $439.5M in 2002.
How fast is Alphabet Inc. growing?
Alphabet Inc. (GOOG) grew revenue by 15.1% over the past year. This is strong growth.
Is GOOG profitable?
Yes, Alphabet Inc. (GOOG) is profitable, generating $160.21B in net income for fiscal year 2025 (32.8% net margin).
Dividend & Returns
Does GOOG pay dividends?
Yes, Alphabet Inc. (GOOG) pays a dividend with a yield of 0.23%. This makes it attractive for income-focused investors.
What is GOOG's return on equity?
Alphabet Inc. (GOOG) has a return on equity (ROE) of 35.7%. This is excellent, indicating efficient use of shareholder capital.
What is Alphabet Inc.'s free cash flow?
Alphabet Inc. (GOOG) generated $73.27B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.