CiscoCSCO

CiscoCSCO

Revenue: is the business selling more than it used to?

$63.3B+12% YoYFY 2026

→Revenue reached $63.3B in 2026, compounding +4% a year since 2023 though the pace has cooled.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

Net income: how much of that revenue becomes profit?

$13.3B+30% YoYFY 2026

→Net income was $13.3B in 2026, compounding +2% a year over three years. Earnings per share moved +30% over the last twelve months.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

How fast is it growing, year by year?

+11.8%revenue growth, FY 2026

→Revenue grew +12% in 2026 against a five-year average of +5%. Earnings grew faster (+30%), so each new dollar of sales is arriving more profitably. 2019's +10465% earnings rebound off a collapsed base sits off the axis.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

Revenue per share: is your slice growing as fast as the company?

$15.88revenue per share, FY 2026

→Revenue per share reached $15.88 in 2026, compounding +5% a year against +4% for CSCO as a whole. Buybacks added roughly 1.0 points to your per-share result. Free cash flow per share stands at $3.20.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

Free cash flow: what is left in real cash after everything?

$12.8B−4% YoYFY 2026

→Free cash flow was $12.8B in 2026, compounding -12% a year since 2023.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

Where does each dollar of revenue actually go?

→Of $63.3B in 2026 sales, $13.3B reaches net profit - 21 cents on the dollar. The largest single deduction is running the company ($25.5B).

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

How much of every sales dollar ends up as free cash?

→20 cents of every sales dollar became free cash in 2026, down 13 points since 2023.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

What does staying competitive cost, per dollar of sales?

→The biggest claim on each sales dollar is research and development, at 15% of revenue (stock compensation 6%, capital spending 2%).

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

When sales grow, do profits grow faster?

→Operating profit outgrew revenue in only 2 of the last 5 years. Costs are growing roughly in step with the business, so scale isn't yet paying for itself.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

Margins: of every $1 of sales, how much survives each cost layer?

→Operating margin compressed 2 points to 24% since 2023. After everything, 21 cents of each sales dollar reaches net profit.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

What does it earn on the money it uses?

→ROE of 26% and ROCE of 17% sit close together, so the returns come from the business itself rather than from borrowing.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

What has the market paid for CSCO over time?

32.8xP/E today

→At 32.8x earnings, the market is paying +105% more than CSCO's own 11-year median of 16.0x. Expectations are elevated, so more has to go right to justify the price.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

What cash return does the business throw off per dollar of market value?

3.0%FCF yield today

→Every dollar of market value currently buys 3.0% of annual free cash flow, less than its 11-year median of 8.6% - you are paying up for the same cash.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

Could it handle its debt if things went wrong?

→Debt of $29.5B sits against $7.2B of cash, or 0.6x shareholders' equity. Earnings cover the interest bill 10 times over, so the debt is comfortably serviced.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

Is the company's own capital growing?

→The company's own capital grew from $46.3B in 2023 to $50.3B (+9%). The business is building book value rather than consuming it.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

How much goes back, and how much leaks out as stock comp?

→Shareholders received $6.1B in buybacks and $6.6B in dividends in 2026. Stock compensation issued $3.8B of new shares in the same year, offsetting 30% of that.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

How fast is your ownership being diluted - or concentrated?

→The share count shrank 0.3% in 2026, averaging 1.0% a year over three years. Buybacks are concentrating your ownership: the same business, split fewer ways.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

Is the dividend cheque growing?

→The dividend per share reached $1.64 in 2026, compounding +2% a year since 2021.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

Can it afford the dividend?

→The dividend consumed 49% of profit and 51% of free cash flow in 2026. That leaves room to keep paying through a weak year.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

Does CSCO earn more on its capital than that capital costs?

→CSCO earns 17.4% on the capital it employs, comfortably above the 10% most investors treat as the cost of capital. It was 21.4% in 2023, so the trend is down, though the pace has cooled.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

CSCO has issued or retired shares - did shareholders end up better off?

→CSCO has shrunk its share count -26% from 2012 to 2026, so each remaining share owns more of the business. Revenue per share is +86% over the same years.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25

CiscoCSCO

Are the people running it buying or selling?

→Insiders sold $14M on the open market and bought nothing. Many sales are pre-scheduled diversification rather than a view on the price. A further 15 filings were grants, option exercises or tax withholding, which say nothing either way.

Source: SEC EDGAR (XBRL company facts) · as at 2026-07-25