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Scouting report · ORCL

Hilary Maxson

  • Chief Financial Officer (Principal Financial Officer), ORCL since 2026-04src

Schneider Electric group CFO 2020-26; Oracle CFO since April 2026

—thin record

Not ranked yet

Scouting sheet

as of 24 Sep 2026
Delivers guidance—1 beat · 0 met · 0 missed · 0 withdrawn — fewer than 4, not scored
Answers the question930 dodges in 5 answers on 2 calls
Capital allocation—company five-year record: neutral — inherited: the five-year record is mostly a predecessor's
Pay design40revenue, time only · 81.9% for
Skin in the game—no holding or price on file
Age
48src
In the role
6 mo
Promises scored
1
Hit rate
100%
Dodges / 100 answers
0.0
Airtime on calls
23%
Every promise, oldest firstB·

What to weigh

Watch 5

  • Her 'high 20s' project ROIC adds depreciation back to after-tax operating margin over gross capex, which makes it a cash yield; the ORCL dossier S2 sets it against a 9.7% balance-sheet ROICsrc
  • On the 2026-09-10 call she said Oracle has not given, and does not expect to give, a time frame for positive free cash flow, and deferred gross-margin guidance to the October Investor Daysrc
  • Sign-on equity of $26m is 80% time-vesting (40/30/20/10 over four years). The 20% performance part vests on revenue metrics to 2028-05-31. Bonus metrics were not namedsrc
  • The FY2027 capex guide she gave (about $70bn net cash plus $20-25bn of prepayments and timing) is the first capital promise this team will be scored on. Per the ORCL dossier S8, the previous team missed both of its capex guidessrc
  • Held no Oracle shares when she joined, and her first grant has not vested yet, so her stake so far is all unvested equitysrc

Career

  1. 2026 – now
    Oracle Corporationsrc
    Chief Financial Officer
    From 2026-04-06
  2. 2020 – 2026
    Schneider Electric SEsrc
    Executive Vice President & Group CFO; member of the Executive Committee
  3. 2019 – 2020
    Schneider Electric SEsrc
    SVP & CFO, Energy Management
  4. 2017 – 2018
    Schneider Electric SEsrc
    SVP & CFO, Building and IT
    Search summary: joined in Hong Kong as CFO of Building Automation, Critical Power and Data Centres (WS-bio)
  5. 2005 – 2017
    AES Corporationsrc
    Finance, M&A and business roles in the US, Cameroon and the Philippines, ending as CFO for Asia
    The search summary says twelve years at AES before Schneider. The 2005 start is inferred from that, not stated

Not located: AES dates (about 2005-2017) are inferred from a search summary; earlier roles at Bank of America and Citigroup are undated; no SEC filing covers anything before 2017

Achievements

  • Ran finance for Schneider Electric, a Paris-listed group, as Group CFO from 2020 to April 2026, including capital allocationsrc
  • Hired from outside to be Oracle's third finance lead in eight quarters, after Safra Catz (CEO and PFO) and Douglas Kehring (PFO for two quarters)src
  • On her first call she gave a number for project returns, high-20s ROIC at steady state, and explained how she calculates itsrc
  • Non-executive director of Anglo American plc (Audit Committee) since June 2021src

Education

  • Cornell University, BS Applied Economics and Managementsrc
  • Cornell University, Johnson Graduate School of Management, MBAsrc

Background

  • Family The appointment 8-K states no family relationship with any Oracle director or executive officer and no Item 404(a) related-party transactionsrc
  • Boards Director of Anglo American plc; the Oracle 10-K lists the seatsrc
  • Other Worked in finance in the US, Europe, Africa and Asia (AES in Cameroon and the Philippines; Schneider from Hong Kong)src

The promise ledger

1 scored · 1 open
ResultWhat was promisedWhere it is scoredHow
B BeatQ1 FY2027 · total rev +27–29% · non-GAAP EPS $1.71–1.75 cc / $1.72–1.76 USDORCL row 7said it
· Still openFY2027 · total revenue $90bn and non-GAAP EPS $8.05ORCL row 13said it

Questions dodged

0.0 per 100 answers

None logged on the calls reviewed.

Calls reviewed

  • FY2026-Q4.roic.json — 3 answers, 25% of the words
  • FY2027-Q1.roic.json — 2 answers, 21% of the words

Sources

10
  1. Filing Oracle Corporation 8-K Item 5.02, appointment of Hilary Maxson as CFO with pay terms (0001193125-26-142939) · 2026-04-06
  2. Filing Oracle Corporation 10-K for fiscal 2026 (Information About Our Executive Officers) (0001193125-26-277521) · 2026-06-22
  3. Filing Oracle Corporation 8-K Item 5.07, 2025 annual meeting results (0001193125-25-291441) · 2025-11-21
  4. Filing SEC XBRL companyconcept us-gaap/NetIncomeLoss, CIK 1341439 (FY2026 10-K, 0001193125-26-277521) · 2026-06-22
  5. Filing Form 3, Hilary B. Maxson (reporting CIK 2129261), no securities owned at 2026-04-06 (0001341439-26-000021) · 2026-04-14
  6. Filing Form 4, Hilary B. Maxson, sign-on option and RSU grant of 2026-05-05 (0001341439-26-000034) · 2026-05-07
  7. Call transcript ORCL Q4 FY2026 earnings call (2026-06-10), ROIC.ai
  8. Call transcript ORCL Q1 FY2027 earnings call (2026-09-10), ROIC.ai
  9. Web search result WebSearch: Anglo American appoints Hilary Maxson to the Board (Dec 2020 release; NED and Audit Committee member from 2021-06-01) · 2026-09-24
  10. Web search result WebSearch: Hilary Maxson biography (summary: Cornell BS Applied Economics and Management, Cornell Johnson MBA; Bank of America and Citigroup; 12 years at AES ending as CFO Asia; joined Schneider 2017 in Hong Kong) · 2026-09-24