PANW
Palo Alto Networks, Inc.
PANW FY2026 (Q4) earnings
Published Sep 1, 2026
AI summary
- Revenue $3.41B, up 34% from $2.54B a year ago.
- Adjusted EPS $1.02 beat the $0.98 consensus by $0.04, up from $0.95 a year ago.
- Total revenue for the fiscal fourth quarter grew 34% year over year to $3.41 billion.
- The company reported a GAAP net loss of $282 million, while non-GAAP net income reached $853 million.
- Next-Generation Security annual recurring revenue increased 63% to $9.10 billion.
Results vs analyst consensus
Revenue
Reported
$3.41B
Consensus not captured before release
+34% YoY
Adjusted EPS
Reported · Non-GAAP net income per share
$1.02
Consensus $0.98
Beat by $0.04GAAP EPS: −$0.35
Consensus: Yahoo Finance · FY2026 (Q4) · EPS estimate at release
Revenue display rounded; difference uses exact result.
Next quarter outlook
$3.3B–$3.31B
fiscal first quarter 2027 revenue guidance
Next-quarter consensus not captured before release.
What to watch
- GAAP net income declined significantly compared to the same quarter last year.
- The company noted that non-GAAP measures exclude various items like share-based compensation and acquisition costs.
Read original report
Source: Palo Alto Networks, Inc. press release · SEC Form 8-K exhibit 99.1