---
title: "F5 | 8-K: FY2026 Q3 Revenue Beats Estimate at USD 865.08 M"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293969336.md"
datetime: "2026-07-27T20:08:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293969336.md)
  - [en](https://longbridge.com/en/news/293969336.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293969336.md)
---

# F5 | 8-K: FY2026 Q3 Revenue Beats Estimate at USD 865.08 M

Revenue: As of FY2026 Q3, the actual value is USD 865.08 M, beating the estimate of USD 833.62 M.

EPS: As of FY2026 Q3, the actual value is USD 3.62, beating the estimate of USD 2.9067.

EBIT: As of FY2026 Q3, the actual value is USD 226.2 M.

### Financial Performance Summary (Q3 FY26)

#### Revenue

F5, Inc. reported total revenue of $865 million for the third quarter of fiscal year 2026, an 11% increase compared to $780 million in the third quarter of fiscal year 2025. Product revenue grew by 19% year-over-year. Systems revenue reached $240 million, up 32%, and software revenue was $223 million, up 7%. Services revenue for the quarter was $402 million, marking a 3% increase from the prior year period.

#### GAAP Operational Metrics

GAAP gross profit for Q3 FY26 was $712 million, up from $632 million in Q3 FY25. GAAP gross margin was 82.2% in Q3 FY26, an increase from 81.0% in Q3 FY25. GAAP income from operations was $213 million in Q3 FY26, compared to $196 million in Q3 FY25. GAAP operating margin was 24.7% in Q3 FY26, a slight decrease from 25.2% in Q3 FY25. GAAP net income for Q3 FY26 was $208 million, an increase from $190 million in Q3 FY25.

#### Non-GAAP Operational Metrics

Non-GAAP gross profit for Q3 FY26 was $728 million, up from $649 million in Q3 FY25. Non-GAAP gross margin was 84.2% in Q3 FY26, an increase from 83.1% in Q3 FY25. Non-GAAP income from operations was $303 million in Q3 FY26, compared to $267 million in Q3 FY25. Non-GAAP operating margin was 35.0% in Q3 FY26, an increase from 34.3% in Q3 FY25. Non-GAAP net income for Q3 FY26 was $272 million, an increase from $243 million in Q3 FY25.

### Cash Flow (Nine Months Ended June 30)

Net cash provided by operating activities for the nine months ended June 30, 2026, was $841,373 thousand, up from $741,598 thousand for the same period in 2025. Net cash used in investing activities was - $114,197 thousand for the nine months ended June 30, 2026, compared to - $55,689 thousand for the same period in 2025. Net cash used in financing activities was - $464,177 thousand for the nine months ended June 30, 2026, compared to - $337,660 thousand for the same period in 2025. The net increase in cash, cash equivalents and restricted cash was $262,999 thousand for the nine months ended June 30, 2026, down from $348,249 thousand for the same period in 2025.

### Business Outlook

F5, Inc. raised its fiscal year 2026 outlook, now guiding for revenue growth of approximately 9% to 10% and non-GAAP earnings per share in the range of $17.21 to $17.33. For the fourth quarter of fiscal year 2026, the company anticipates revenue between $870 million and $890 million, with non-GAAP earnings per diluted share in the range of $4.14 to $4.26.

### Related Stocks

- [FFIV.US](https://longbridge.com/en/quote/FFIV.US.md)

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