Unity Software

U
40.6751.01% ( +0.405 )
Trading: Oct 23, 15:32:21 (EDT)

Q2 FY2026 EarningsQ2 FY26 performance significantly exceeded consensus across all key metrics: revenue reached $546.5M vs. $514.7M expected, while adjusted EPS of $0.28 beat the $0.25 estimate. The strategic revenue growth of 38% YoY was primarily driven by the 'Grow' segment, fueled by the success of Unity Vector AI. Management's Q3 guidance for strategic revenue of $540M-$550M suggests a further 44-47% YoY acceleration, well ahead of historical trends.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Unity Software(U) the Revenue is 546.47 M (+23.93%), Beat estimate;the EBIT is 152.21 M (+90.77%), Beat estimate;the EPS is -0.05 (+80.77%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.55B23.93%
0.51B16.73%
+0.03B7.20%
EBITExceed expectations
0.15B90.77%
0.12B55.45%
+0.03B35.32%
EPSExceed expectations
-0.0580.77%
-0.08766.54%
+0.037014.23%

Upcoming earnings report - FY2026 Q3 Earning Release

Available dateNov 5, 2026
Estimate Revenue566.91 M
Estimate EBIT178.88 M
Estimate EPS0.0535

Revenue

ActualEstimateUnit: USD
Quarterly

EBIT

ActualEstimateUnit: USD
Quarterly

Net income

ActualEstimateUnit: USD
Quarterly

EPS

ActualEstimateUnit: USD
Quarterly