Palo Alto Networks Inc (PANW) Earnings History

6 quarters held6/8 transcripts analyzed1/30 figures attested
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PeriodRevenueYoYNet incomeEPS (dil.)Filed
Q4 2026$3.4B+34.5%$-282.0M$-0.35Sep 1, 2026
LATESTEarnings filing (8-K)10-KFiled Sep 1, 2026, 4:32 PM ET
Earnings call · Sep 1, 2026deckdeck
Q4 FY26YoYFY26
Revenue$3.4B1+34.5%$11.5B
Net income$-282.0M-211.0%$307.0M
Op income$172.0M-65.4%$695.0M
EPS (dil.)$-0.35-197.2%$0.40
EPS (basic)$-0.35-192.1%$0.41
Gross margin67.6%-5.7pp
Op margin5.0%-14.6pp
Net margin-8.3%-18.3pp
  1. [1] “Total revenue 3,410” view source

Guidance & outlook

Management guidance

Q4 2026

FY2027

Next-Generation Security ARR
11.1B—11.2B
“representing year-over-year growth of 22% to 23%”
Remaining performance obligations
25.2B—25.4B
“representing year-over-year growth of 19% to 20%”
Total revenue
$14.1B—$14.2B
“representing year-over-year growth of 23% to 24%”
Non-GAAP operating margin
29.5%
Diluted non-GAAP net income per share
$4.16—$4.19
Adjusted free cash flow margin
38.0%

Q1 2027

Next-Generation Security ARR
9.5B—9.6B
“representing year-over-year growth of 63%”
Remaining performance obligations
20.8B—20.9B
“representing year-over-year growth of 34% to 35%”
Total revenue
$3.3B—$3.3B
“representing year-over-year growth of 33% to 34%”
Diluted non-GAAP net income per share
$0.96—$0.98

Special items & operational metrics

Operational metrics

Q4 2026
Next-Generation Security ARR
9100.0M
+63.0% YoY
ARR
Q3 2026$3.0B+31.1%$-177.0M$-0.22Jun 2, 2026
Earnings filing (8-K)10-QFiled Jun 2, 2026, 4:08 PM ET
Earnings call · Jun 2, 2026transcriptView originalprepared remarksQ&Adeckdeck
Q3 FY26YoY9M FY26
Revenue$3.0B+31.1%$8.1B
Net income$-177.0M-167.6%$589.0M
Op income$-183.0M-183.6%$523.0M
EPS (dil.)$-0.22-159.5%–
EPS (basic)$-0.22-156.4%–
Gross margin67.5%-5.4pp
Op margin-6.1%-15.7pp
Net margin-5.9%-17.4pp
Q2 2026$2.6B+15.0%$432.0M$0.61Feb 17, 2026
Earnings filing (8-K)10-QFiled Feb 17, 2026, 4:14 PM ET
Earnings call · Feb 17, 2026transcriptView originalprepared remarksQ&Adeckdeck
Q2 FY26YoY6M FY26
Revenue$2.6B+15.0%–
Net income$432.0M+61.8%$766.0M
Op income$397.0M+64.7%$706.0M
EPS (dil.)$0.61+60.5%–
EPS (basic)$0.61+48.8%–
Gross margin73.6%+0.1pp
Op margin15.3%+4.6pp
Net margin16.6%+4.8pp
Q1 2026$2.5B+15.7%$334.0M$0.47Nov 19, 2025
Earnings filing (8-K)10-QFiled Nov 19, 2025, 4:16 PM ET
Earnings call · Nov 19, 2025transcriptView originalprepared remarksQ&Adeckdeck
Q1 FY26YoY
Revenue$2.5B+15.7%
Net income$334.0M-4.8%
Op income$309.0M+8.0%
EPS (dil.)$0.47-4.1%
EPS (basic)$0.49-9.3%
Gross margin74.2%+0.1pp
Op margin12.5%-0.9pp
Net margin13.5%-2.9pp
Q4 2025$2.5B+15.8%$253.8M$0.36Aug 18, 2025
Earnings filing (8-K)10-KFiled Aug 18, 2025, 4:13 PM ET
Earnings calldeckdeck
Q4 FY25YoYFY25
Revenue$2.5B+15.8%$9.2B
Net income$253.8M-29.0%$1.1B
Op income$497.2M+108.6%$1.2B
EPS (dil.)$0.36-29.4%$1.60
EPS (basic)$0.38-30.9%$1.71
Gross margin73.2%-0.6pp
Op margin19.6%+8.7pp
Net margin10.0%-6.3pp
Q2 2025$2.3B+14.3%$267.3M$0.38Feb 13, 2025
10-QFiled Feb 13, 2025, 4:09 PM ET
Earnings call · Feb 13, 2025transcriptView originalprepared remarksQ&Adeckdeck
Q2 FY25YoY
Revenue$2.3B+14.3%
Net income$267.3M-84.7%
Op income$240.4M+348.5%
EPS (dil.)$0.38-84.4%
EPS (basic)––
Net margin11.8%-76.6pp

IR event calendar

This company's IR event calendar has not been harvested yet — an empty result here does NOT mean the company has no IR events.

Filing coverage

62 filings indexed · 51,349 XBRL facts
FilingDatePeriodSectionsTables
10-K2026-09-10–66127
8-K2026-09-01Q4 202660
8-K2026-08-21–40
10-Q2026-06-03–4491
8-K2026-06-02Q3 202680
8-K2026-04-13–20
8-K2026-03-23–10
8-K2026-03-11–10
10-Q2026-02-18–2233
8-K2026-02-17Q2 202650

Showing the latest 10 of 62 — the full set is in the API.

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