Every material Form 8-K Fortinet 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.
Fortinet reported third-quarter 2026 revenue of $2.08 billion and GAAP earnings per share of $0.86, driven by 20% year-over-year revenue growth. The company raised its full-year 2026 revenue guidance and increased its share repurchase authorization by $1.2 billion.
Revenue grew 20% year-over-year to $2.08 billion for the third quarter ended September 30, 2026.
GAAP earnings per share were $0.86, with non-GAAP earnings per share at $0.91.
Share repurchase authorization was increased by $1.2 billion, leaving a remaining authorization of $2 billion.
Full-year 2026 revenue guidance was updated to a range of $8.125 billion to $8.215 billion.
Fortinet reported second-quarter 2026 revenue of $2.05 billion, up 26% from $1.63 billion a year earlier, and GAAP diluted earnings of $0.82 per share, up from $0.57. The company raised its 2026 revenue growth guidance to 19% year over year, with full-year revenue now expected between $8.020 billion and $8.180 billion.
Q2 2026 revenue $2.05 billion, up 26% year over year; product revenue $773 million, up 52%
GAAP diluted EPS $0.82 vs. $0.57 a year earlier; non-GAAP diluted EPS $0.90
Full-year 2026 revenue guidance range $8.020 billion to $8.180 billion; third-quarter revenue guidance $2.010 billion to $2.100 billion
Free cash flow of $966 million in the quarter, compared with $284 million a year earlier
Fortinet reported first-quarter 2026 revenue of $1.85 billion, up 20% from a year earlier, and GAAP net income of $534.5 million, or $0.72 per diluted share, versus $0.56 a year earlier. The company raised its full-year 2026 revenue guidance to $7.710 billion to $7.870 billion, which the release describes as 15% year-over-year growth.
Q1 2026 revenue was $1.85 billion, up 20% year over year; billings rose 31% to $2.09 billion.
GAAP diluted EPS was $0.72, up from $0.56; non-GAAP diluted EPS was $0.82, up from $0.58.
Full-year 2026 revenue guidance is $7.710 billion to $7.870 billion; second-quarter revenue guidance is $1.830 billion to $1.930 billion.
The company repurchased and retired $823.0 million of common stock in the quarter.
Fortinet reported fourth-quarter 2025 revenue of $1.91 billion, up 15% from a year earlier, and non-GAAP diluted earnings of $0.81 per share versus $0.74. GAAP net income for the quarter fell to $506.0 million from $526.2 million, and the board raised the share repurchase authorization by $1.0 billion to a total of up to $10.25 billion through February 28, 2027.
Q4 2025 revenue rose 15% year over year to $1.91 billion; total billings rose 18% to $2.37 billion.
Q4 GAAP diluted EPS was $0.68, flat with the prior year; non-GAAP diluted EPS was $0.81 versus $0.74.
Guidance for Q1 2026 revenue is $1.700 billion to $1.760 billion; full-year 2026 revenue is $7.500 billion to $7.700 billion.
About $1.38 billion remained available under the buyback as of February 4, 2026, including the $1.0 billion increase.
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.
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 Fortinet filing is on SEC EDGAR ↗. 8-K briefs of other companies →