Revenue: As of FY2026, the actual value is USD 3.663 B, beating the estimate of USD 3.636 B.EPS: As of FY2026, the actual value is USD 0.55.EBIT: As of FY2026, the actual value is USD 165.17 M.<h4>Segment Revenue</h4><ul><li>Product Revenue: Everpure, Inc.’s product revenue increased by 16% from $1,699,494 thousand in fiscal 2025 to $1,971,678 thousand in fiscal 2026. This growth was driven by sales of FlashArray//XL, FlashArray//X, and the //E family solutions to enterprise customers, as well as royalties from hyperscaler shipments .</li><li>Subscription Services Revenue: Subscription services revenue rose by 15% from $1,468,670 thousand in fiscal 2025 to $1,691,165 thousand in fiscal 2026. This increase was largely due to higher sales of Evergreen//One consumption and subscription-based offerings and renewals of Evergreen subscription services across the installed base .</li><li>Total Revenue: Total revenue for Everpure, Inc. grew by 16% from $3,168,164 thousand in fiscal 2025 to $3,662,843 thousand in fiscal 2026 . Revenue in the United States increased by 12% from $2.2 billion to $2.5 billion, while the rest of the world’s revenue grew by 25% from $960.8 million to $1.2 billion during the same period .</li></ul><h4>Operational Metrics</h4><ul><li>Net Income: Everpure, Inc. reported net income of $106,739 thousand in fiscal 2025, which increased to $188,181 thousand in fiscal 2026 .</li><li>Gross Margin:<ul><li>Product Gross Margin: Product gross margin slightly increased from 66% in fiscal 2025 to 67% in fiscal 2026, primarily due to product mix and royalties from hyperscaler shipments, partially offset by higher component costs .</li><li>Subscription Services Gross Margin: Subscription services gross margin remained consistent at 74% in both fiscal 2025 and fiscal 2026, driven by optimization and increased efficiencies in technical services operations and cost benefits from automating service logistics workflows .</li><li>Total Gross Margin: Total gross margin remained at 70% in both fiscal 2025 and fiscal 2026 .</li></ul></li><li>Operating Profit (Income from Operations): Income from operations increased from $85,258 thousand in fiscal 2025 to $114,816 thousand in fiscal 2026 .</li><li>Operating Margin: Operating margin was approximately 2.7% in fiscal 2025 and 3.1% in fiscal 2026 .</li><li>Operating Costs:<ul><li>Research and Development (R&amp;D) Expense: R&amp;D expense increased by 20% from $804,405 thousand in fiscal 2025 to $963,291 thousand in fiscal 2026, mainly due to higher employee compensation and related costs, including stock-based compensation .</li><li>Sales and Marketing (S&amp;M) Expense: S&amp;M expense increased by 16% from $1,020,914 thousand in fiscal 2025 to $1,181,488 thousand in fiscal 2026, primarily driven by increased employee compensation, sales commission expense, and higher costs for events and travel .</li><li>General and Administrative (G&amp;A) Expense: G&amp;A expense increased by 11% from $286,231 thousand in fiscal 2025 to $318,358 thousand in fiscal 2026, mainly due to higher employee compensation and related costs .</li><li>Restructuring and Impairment: Everpure, Inc. recognized $15,901 thousand in restructuring and impairment costs in fiscal 2025, with no such costs in fiscal 2026 .</li></ul></li></ul><h4>Cash Flow</h4><ul><li>Net Cash Provided by Operating Activities: Net cash provided by operating activities increased from $753,598 thousand in fiscal 2025 to $880,085 thousand in fiscal 2026. This was primarily driven by higher net income, partially offset by changes in operating assets and liabilities .</li></ul><h4>Unique Metrics</h4><ul><li>Subscription Annualized Recurring Revenue (ARR): Subscription ARR grew by 16% year-over-year to $1,924,338 thousand at the end of fiscal 2026, compared to 21% growth in fiscal 2025. The slower growth in fiscal 2026 was mainly due to longer-term renewals of Evergreen subscription offerings .</li><li>Subscription Net Dollar Retention (NDR): The Subscription NDR was 113% for fiscal year 2026, down from 117% in fiscal year 2025 .</li><li>Remaining Performance Obligations (RPO): Total RPO reached $3.7 billion at the end of fiscal 2026, representing a 40% year-over-year growth compared to 14% at the end of fiscal 2025. This growth was driven by large deals and the strength of Evergreen//Forever and Evergreen//One offerings . Approximately 45% of the total RPO is expected to be recognized over the next 12 months .</li></ul><h4>Outlook / Guidance</h4>Everpure, Inc. anticipates continued component pricing volatility throughout fiscal 2027, expecting product gross margin to decline in Q1 fiscal 2027 before normalizing for the full year . The company projects increases in absolute dollars for product revenue, subscription services revenue, and operating expenses . Everpure, Inc. believes its existing cash, cash equivalents, marketable securities, and revolving credit facility will be sufficient to fund operating and capital needs for at least the next 12 months .

Everpure | 10-K: FY2026 Revenue Beats Estimate at USD 3.663 B