Gen Digital Inc. (GEN) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

of 27 percent as reported and up 9 percent pro forma. Four-year operating income was $2.5 billion, representing an operating margin of 51 percent. Four-year EPS was $2.56, up 15 percent year-over-year and at the high end of our guidance. We generated $1.5 billion in free cash flow, representing over 30 percent of revenue and up 26 percent year-over-year. We lowered our share count by 15 million shares and we have achieved three times net leverage a year ahead of schedule. We have exceeded expectations on all vectors and we are in a position of strength with great momentum heading into fiscal year 2027. Fiscal year 2026 was our seventh consecutive year of growth and reflects consistent execution in our core cyber safety business where we delivered on our mid single digit rate growth commitments laid out at our 2023 investor day. while also establishing trust-based solutions as a scaled, double-digit growth engine with an expanded portfolio, including secure financial wellness. In our cyber safety segment, bookings grew 5% and revenues grew 3% pro forma, while trust-based solutions delivered bookings growth of 24% and revenue growth of 23% pro forma. Segment margins were 61% for cyber safety and 30% for trust-based solutions, both in line with our targets. We delivered additional profit dollars while expanding our product portfolio with additional investment in innovation, notable increase in marketing funds, and disciplined investments in AI-related initiatives to support long-term growth, all while operating with a disciplined approach we are consistently recognized for as by running G&A at less than 3% of revenue. Our robust revenue growth, combined with continued operating discipline and strong capital allocation, drove full-year EPS of $2.56, up 15% year-over-year...