Every material Form 8-K F5 filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
F5 reported fourth-quarter fiscal 2026 revenue of $917 million, up 13% from a year earlier, and non-GAAP diluted EPS of $4.42, up from $4.39. GAAP diluted EPS was $3.23, down from $3.26. The company also updated its fiscal 2027 outlook, guiding to 8% to 9% revenue growth and non-GAAP EPS of $18.00 to $18.30, and its board added $1.5 billion to the share repurchase program.
Q4 revenue of $917 million, up 13% from $810 million; product revenue rose 23% to $510 million.
GAAP diluted EPS of $3.23 versus $3.26 a year earlier; non-GAAP diluted EPS of $4.42 versus $4.39.
Fiscal 2027 guidance: revenue growth of 8% to 9% and non-GAAP EPS of $18.00 to $18.30.
Board authorized an additional $1.5 billion for repurchases on October 23, 2026, on top of $322 million remaining under the existing program.
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.
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.
F5 appointed Gavin Munroe as a director effective June 17, 2026, adding him to the Risk and Audit Committees. The board now has 10 members, 9 of them independent, and Munroe receives standard non-employee director pay plus a restricted stock unit grant. The change adds a director with financial-services technology experience, but the filing reports no financial results or business changes.
Munroe was appointed June 17, 2026 and will serve on the Risk and Audit Committees.
Annual retainer of $60,000 plus $20,000 for each committee seat.
Restricted stock unit grant with an annual grant value of $275,000, effective July 1, 2026.
Board expands to 10 members, 9 of them independent.
F5 disclosed that its board appointed Anand Eswaran, chief executive of Veeam Software, as a director effective April 24, 2026, expanding the board to 9 members, 8 of whom are independent. The board approved a restricted stock unit grant to him with an annual grant value of $275,000, along with standard non-employee director cash compensation.
Appointed as a director effective April 24, 2026; will serve on the Audit and Talent and Compensation Committees
Annual cash retainer of $60,000, plus $20,000 for Audit Committee and $12,500 for Talent and Compensation Committee membership
Restricted stock unit grant with an annual grant value of $275,000, effective May 1, 2026
Board expands to 9 members, 8 of whom are independent
F5 reported second-quarter fiscal 2026 revenue of $812 million, up 11% from $731 million a year earlier, and GAAP diluted earnings per share of $2.58, up from $2.48. The company raised its full-year fiscal 2026 revenue growth and non-GAAP earnings per share guidance, which signals higher expected results for shareholders.
Second-quarter revenue was $812 million, up 11% year over year, with product revenue up 22%
GAAP diluted EPS was $2.58 versus $2.48 a year earlier; non-GAAP diluted EPS was $3.90 versus $3.42
Fiscal 2026 revenue growth guidance raised to 7% to 8% from 5% to 6%
Fiscal 2026 non-GAAP EPS guidance raised to $16.25 to $16.55 from $15.65 to $16.05
At its annual meeting on March 12, 2026, F5 shareholders elected eight directors, approved a 2026 Incentive Award Plan that adds 3,500,000 new shares, and backed executive pay in an advisory vote. The board also adopted a non-employee director compensation program the same day. The plan vote drew 16,116,797 votes against, a notable share of the ballots cast.
Incentive Plan approved with 32,363,363 votes for, 16,116,797 against and 69,558 abstaining, plus 3,500,000 newly authorized shares
Advisory vote on named executive officer pay: 44,809,245 for and 3,486,265 against
PricewaterhouseCoopers LLP ratified as independent auditor for fiscal 2026 with 47,386,756 votes for
All eight director nominees, including Marianne N. Budnik and Nikhil Mehta, were elected; Elizabeth L. Buse received 2,241,662 votes against
F5 reported first-quarter fiscal 2026 revenue of $822 million, up 7% from $766 million a year earlier, and GAAP diluted earnings of $3.10 per share versus $2.82. The company raised its fiscal 2026 revenue growth guidance to 5% to 6% from 0% to 4%, and its non-GAAP earnings per share guidance to $15.65 to $16.05 from $14.50 to $15.50, which is a positive signal for shareholders although software revenue fell 8%.
Q1 fiscal 2026 revenue was $822 million, up 7%; product revenue rose 11% and systems revenue rose 37%, while software revenue fell 8% to $192 million.
GAAP diluted EPS was $3.10 versus $2.82; non-GAAP diluted EPS was $4.45 versus $3.84.
Fiscal 2026 revenue growth guidance was raised to 5% to 6% from 0% to 4%; non-GAAP EPS guidance was raised to $15.65 to $16.05 from $14.50 to $15.50.
Q2 fiscal 2026 guidance calls for revenue of $770 million to $790 million and non-GAAP EPS of $3.34 to $3.46.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every F5 filing is on SEC EDGAR ↗. 8-K briefs of other companies →