Oracle Earnings Preview: Chart Has Improved, But Free Cash Flow Is Still Grim

Brian Gilmartin, CFA 11.36K Followers Follow Summary Full-year, fiscal ’27 sell-side estimates for revenue of $89.7 billion and $8.07 in EPS expect 33% revenue growth but just 6% EPS growth. The estimated full-year fiscal ’27 free-cash-flow loss for Oracle as of today is $45 billion, up from a $25 billion loss in fiscal ’26. Since May ’22, Oracle’s long-term debt outstanding has jumped from $72 billion to $122 billion. Trading at $156 per share pre-earnings, the stock is trading at 19x the expected fiscal ’27 EPS of $8.07 for expected EPS growth of 6%. Mesut Dogan/iStock Editorial via Getty Images When Oracle ( ORCL ) reports their fiscal Q1 ’27 tonight after the bell, the following is the sell-side consensus and the year-over-year growth expected in the key metrics: Revenue: $19.11 billion for an expected This article was written by Brian Gilmartin, CFA 11.36K Followers Follow Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.