Released
FY2026 Q3
Earnings ReviewPANW
BEATPalo Alto Networks
Palo Alto Networks · Cybersecurity (Network/Platform)
Tue, June 2, 2026·After Market Close
CybersecurityPANWPalo Alto NetworksAI SecurityEarnings
01Wall Street Consensus
EPS$0.80
Revenue$2.94B
02Earnings Results
EPS$0.85+6.3%
Revenue$3.00B+2.0%
After-Hours Reaction+12% (after-hours peak), faded to roughly flat
Key Takeaways
- Non-GAAP EPS $0.85 — vs. consensus $0.80, +6.3%, +6% YoY
- Revenue $3.0B (+31% YoY) — first quarter above $3B
- GAAP diluted EPS -$0.22
- Next-Generation Security ARR $8.1B (+60% YoY)
- RPO (remaining performance obligation) $18.4B (+36% YoY)
- Operating cash flow $871M (vs. $628M a year earlier)
- FY2026 full-year guidance raised to ~$11.42B revenue and ~$3.78 non-GAAP EPS
Key Checkpoints
Upside Catalysts
Risk Factors
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)