Microsoft Corporation (MSFT · NASDAQ)

Microsoft's June-quarter results capped a strong run, with revenue of $90.01B (up from $77.67B a year of quarters prior) and EPS of $4.74 beating estimates by 12.6%, extending its streak to four consecutive beats. The company raised its quarterly dividend 8% to 98 cents per share, while trailing metrics show a 40.3% profit margin, 34.0% ROE, and 17.7% revenue growth on a TTM base of $331.84B. Shares sit at $517.53, up 34.9% over three months and 3.7% below their 52-week high, trading at a P/E of 28.58 against an analyst target of $578.82. Heavy AI-era spending is evident in capex of $35.80B against $55.44B in quarterly operating cash flow, leaving FCF of $19.64B with leverage modest at 0.7x debt/EBITDA.