NFLX · News · 20261022N

Operating Income and Margins

NETFLIX INC · 2026-10-22 · Importance 20 · Surprise 24 · In source text

Netflix was reported to have posted record operating profit in connection with its third-quarter 2026 results. The company’s recent margin strength was cited as a central part of its profit narrative, although the reporting did not provide a specific operating-margin percentage or dollar amount. No quantified cost, gross-margin or operating-expense driver was disclosed in the digest.

Key facts

• Trailing 12-month net income: near US$14.8b. source
• Netflix reported record revenue and operating profit shortly after laying off 1,000 employees. source
• Q3 2026 basic earnings per share: about US$0.89. source
• Netflix's P/E: 18.3x (presented as what Netflix's 18.3x P/E says about the price). source
• Over the past three years the stock has returned about 58.2%. source

Impact estimates