Q2
QTWO----
Q2 FY2026 EarningsQ2 FY26 beat consensus across key metrics: revenue $219.8M vs. $217.0M expected, and Non-GAAP EPS $0.70 vs. $0.67 expected. Subscription ARR grew 15% YoY to $825.5M, while Adjusted EBITDA margin expanded 500+ bps YoY to 28.6%. Management raised full-year FY26 revenue and Adjusted EBITDA guidance and authorized an additional $350M share repurchase, reflecting strong AI adoption and a debt-free balance sheet.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Q2(QTWO) the Revenue is 219.77 M (+12.61%), Beat estimate;the EBIT is 55.31 M (+46.5%), Beat estimate;the EPS is 0.46 (+155.6%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.22B12.61%
0.22B11.18%
+0.00B1.43%
EBITExceed expectations
0.06B46.50%
0.05B34.97%
+0.00B11.53%
EPSExceed expectations
0.46155.56%
0.3833112.96%
+0.076742.60%
Upcoming earnings report - Q3 FY2026
Available dateOct 28, 2026
Estimate Revenue$221.25 M
Estimate EBIT$52.55 M
Estimate EPS$0.405
Revenue
ActualEstimateUnit: USD
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EBIT
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Net income
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EPS
ActualEstimateUnit: USD
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