AI brief of an SEC Form 8-K · F5 (FFIV)

F5 raises fiscal 2026 outlook as third-quarter revenue rises 11% to $865 million

Positive Impact 4 of 5 earnings Written later

F5 reported fiscal third-quarter 2026 revenue of $865 million, up 11% from $780 million a year earlier, and GAAP diluted earnings of $3.62 per share versus $3.25. The company raised its fiscal 2026 revenue growth and non-GAAP earnings per share guidance, which gives shareholders a higher expected range for the full year.

Key points

  • Third-quarter revenue was $865 million, up 11%; product revenue grew 19% and systems revenue grew 32%.
  • GAAP diluted EPS was $3.62 versus $3.25; non-GAAP diluted EPS was $4.73 versus $4.16.
  • Fiscal 2026 revenue growth guidance was raised to 9% to 10% from 7% to 8%.
  • Fiscal 2026 non-GAAP EPS guidance was raised to $17.21 to $17.33 from $16.25 to $16.55; fourth-quarter revenue is guided to $870 million to $890 million.

The filing

CompanyF5 (FFIV)
Form8-K, current report
Filed with the SECJul 27, 2026, 4:06 PM ET
Accession number0001048695-26-000063

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 27, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.