Q4 FY2026 EarningsFY26 results beat revenue and operating cash flow expectations, driven by a 37% YoY surge in subscription revenue as cloud migrations accelerate. Total revenue of $1,475.4M exceeded the $1,467.1M consensus, while Free Cash Flow reached $358.7M, outperforming expectations despite a slight miss on GAAP diluted EPS ($1.63 vs. $1.74 expected). The transition to Guidewire Cloud Platform (GWCP) continues to scale, with Non-GAAP operating income reaching $339.9M, a 6.1% beat over the EBIT consensus of $320.3M.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Guidewire Software(GWRE) the Revenue is 411.09 M (+15.29%), Beat estimate;the EBIT is 111.28 M (+51.34%), Beat estimate;the EPS is 0.38 (-36.67%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.41B15.29%
0.40B12.97%
+0.01B2.32%
EBITExceed expectations
0.11B51.34%
0.09B24.80%
+0.02B26.54%
EPSMiss expectations
0.3836.67%
0.48619.00%
-0.106017.67%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf