AI brief of an SEC Form 8-K · Palo Alto Networks (PANW)

Palo Alto Networks Q2 revenue rises 15% to $2.6 billion; GAAP EPS $0.61

Positive Impact 3 of 5 earnings Written later

Palo Alto Networks reported fiscal second quarter 2026 results for the quarter ended January 31, 2026, with revenue up 15% year over year to $2.6 billion and GAAP net income of $432 million, or $0.61 per diluted share, up from $267 million, or $0.38, a year earlier. The company also issued fiscal third quarter and full fiscal year 2026 guidance, including full-year revenue of $11.28 billion to $11.31 billion, which gives shareholders a forward view of expected growth.

Key points

  • Q2 revenue was $2.6 billion, up 15% from $2.3 billion in the year-earlier quarter.
  • GAAP net income was $432 million, or $0.61 per diluted share, versus $267 million, or $0.38, a year earlier.
  • Non-GAAP net income per diluted share was $1.03, versus $0.81 a year earlier; non-GAAP operating margin was 30.3%, versus 28.4%.
  • Fiscal 2026 revenue guidance is $11.28 billion to $11.31 billion, and Q3 revenue guidance is $2.941 billion to $2.945 billion.

The filing

CompanyPalo Alto Networks (PANW)
Form8-K, current report
Filed with the SECFeb 17, 2026, 4:14 PM ET
Accession number0001327567-26-000003

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 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 February 17, 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.