Palo Alto Networks — 2026Q3 财报
公布于 2026-09-01
每股收益 $1.02，预期 $0.98 — 超预期
次一交易日 -9.3%（收盘 2026-09-01 → 2026-09-02）
来源
新闻稿 ↗综述
The quarter was a beat on the metrics management steers by: revenue $3.41 billion (+34%), NGS ARR $9.10 billion (+63%), RPO $21.2 billion (+34%), and adjusted free cash flow of $1.3 billion. The gap between the two earnings lines is the story underneath — non-GAAP EPS rose to $1.02 while GAAP flipped to a $282 million loss from a $254 million profit, so the growth is being bought with charges below the non-GAAP line. Guidance is the other tension: FY27 revenue of $14.10-$14.20 billion is 23-24% growth against the 34% just delivered, and NGS ARR growth guided to 22-23% after a 63% year.
点评
引文为原始文件中的英文原话，未作翻译；其下一行是 TradingPilot 对它的解读。
来自财报
Palo Alto Networks closed fiscal 2026 with 34% revenue growth to $3.41 billion and Next-Generation Security ARR up 63% to $9.10 billion, but GAAP swung to a $282 million loss and FY27 guidance implies growth cooling to 23-24%.
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“Total revenue for the fiscal fourth quarter 2026 grew 34% year over year to $3.41 billion.”
Q4 FY26 total revenue grew 34% year over year to $3.41 billion.
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“Next-Generation Security ARR for the fiscal fourth quarter 2026 grew 63% year over year to $9.10 billion.”
Next-Generation Security ARR — the platformization metric management steers by — reached $9.10 billion, up 63% year over year.
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“GAAP net loss for the fiscal fourth quarter 2026 was $282 million, or ($0.35) per diluted share, compared with GAAP net income of $254 million, or $0.36 per diluted share, for the fiscal fourth quarter 2025.”
GAAP swung to a loss of $282 million, or ($0.35) per diluted share, against a $254 million profit a year earlier, even as the quarter grew.
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“Non-GAAP net income for the fiscal fourth quarter 2026 was $853 million, or $1.02 per diluted share, compared with non-GAAP net income of $673 million, or $0.95 per diluted share, for the fiscal fourth quarter 2025.”
On a non-GAAP basis earnings still rose, to $853 million or $1.02 per diluted share from $0.95 a year earlier.
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“Total revenue in the range of $14.10 billion to $14.20 billion, representing year-over-year growth of 23% to 24%.”
FY27 revenue guidance of $14.10-$14.20 billion implies growth decelerating to 23-24% from the 34% just posted.
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“Palo Alto Networks has acquired Console, an AI-native platform that enables agentic workflows across enterprise operations.”
The company disclosed an acquisition of Console, an agentic-AI platform folded into Cortex.
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截至 2026-09-01