Oracle (ORCL) Operating Leases (2024 - 2026)
Oracle (ORCL) posted Operating Leases of $26.6 billion for Q2 2026, up 43.95% on a QoQ basis from $18.5 billion in Q1 2026, and up 131.0% year-over-year from $11.5 billion in Q2 2025.
Oracle (ORCL) Operating Leases (2024 - 2026) Analysis & Trends
Oracle's Operating Leases history runs 3 years deep, the most recent figure standing at $26.6 billion for Q2 2026.
- Quarterly Operating Leases rose 131.0% year-over-year to $26.6 billion in Q2 2026, while the trailing twelve-month figure through May 2026 was $26.6 billion (up 131.0% YoY) and the FY2026 annual result came in at $26.6 billion, up 131.0% from the prior year.
- Operating Leases was $26.6 billion for Q2 2026 at Oracle, up from $18.5 billion in the prior quarter.
- Across five years, Operating Leases topped out at $26.6 billion in Q2 2026 and bottomed at $6.3 billion in Q2 2024.
- A 3-year average of $15.6 billion and a median of $15.2 billion in 2025 frame the typical range for Operating Leases.
- Annual changes were most pronounced in 2025 — Operating Leases surged 84.43% — and 2026, when it jumped 131.0%.
- Oracle's Operating Leases stood at $6.3 billion in 2024, then surged by 160.77% to $16.3 billion in 2025, then soared by 63.37% to $26.6 billion in 2026.
- Business Quant data shows ORCL's Operating Leases at $26.6 billion in Q2 2026, $18.5 billion in Q1 2026, and $16.3 billion in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Microsoft | 2,842.90 Bn | 2,718.46 Bn | 56.06 Bn |
| 2 | PagSeguro Digital | 2,572.26 Bn | 2,572.26 Bn | 358.92 Mn |
| 3 | Oracle | 329.59 Bn | 297.69 Bn | - |
| 4 | Repay Holdings | 314.63 Bn | 314.48 Bn | - |
| 5 | Palantir Technologies | 294.47 Bn | 286.44 Bn | 1.42 Bn |
| 6 | Palo Alto Networks | 227.51 Bn | 222.98 Bn | 1.91 Bn |
| 7 | CrowdStrike Holdings | 183.28 Bn | 180.18 Bn | 993.68 Mn |
| 8 | Fortinet | 112.44 Bn | 109.14 Bn | 1.49 Bn |
| 9 | Cloudflare | 92.78 Bn | 91.83 Bn | 455.60 Mn |
| 10 | Synopsys | 70.83 Bn | 68.63 Bn | 1.77 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| May 31, 2026 | 26.65 Bn |
| Feb 28, 2026 | 18.51 Bn |
| Nov 30, 2025 | 16.31 Bn |
| Aug 31, 2025 | 14.09 Bn |
| May 31, 2025 | 11.54 Bn |
| May 31, 2024 | 6.26 Bn |