Q4 FY2026 EarningsQ4 FY26 results beat consensus across the top and bottom lines: revenue $3.41B vs. $3.35B expected (+1.74% variance) and Non-GAAP EPS $1.02 vs. $0.98 expected (+4.35% variance). Next-Generation Security (NGS) ARR saw a massive 63% YoY increase to $9.10B, fueled by AI-driven platform consolidation. While FY27 guidance suggests a deceleration in NGS ARR growth (22-23% vs. 63% in FY26), the company targets a robust 40% adjusted FCF margin by FY28.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Palo Alto Networks(PANW) the Revenue is 3.41 B (+34.45%), Beat estimate;the EBIT is 1.011 B (+31.61%), Beat estimate;the EPS is -0.35 (-197.2%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
3.41B34.45%
3.35B32.16%
+0.06B2.29%
EBITExceed expectations
1.01B31.61%
0.98B27.90%
+0.03B3.71%
EPSMiss expectations
-0.35197.22%
0.502639.62%
-0.8526236.84%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
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Net income
ActualEstimateUnit: USD
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EPS
ActualEstimateUnit: USD
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