Palo Alto Networks reported fiscal fourth-quarter 2026 revenue of $3.41 billion, up 34% year over year, and non-GAAP net income per diluted share of $1.02, up from $0.95. The company posted a GAAP net loss of $282 million, or $0.35 per diluted share, compared with GAAP net income of $254 million, or $0.36, a year earlier, and it also announced the acquisition of Console and fiscal 2027 guidance for revenue of $14.10 billion to $14.20 billion.
Q4 fiscal 2026 revenue $3.41 billion, up 34% year over year; Next-Generation Security ARR $9.10 billion, up 63%
GAAP net loss $282 million, or ($0.35) per diluted share, versus GAAP net income of $254 million a year earlier; the filing lists a $524 million change in fair value of convertible senior notes and capped calls among non-GAAP adjustments
Non-GAAP operating income $1.0 billion versus $768 million a year earlier; adjusted free cash flow $1.3 billion
Fiscal 2027 guidance: total revenue $14.10 billion to $14.20 billion; diluted non-GAAP EPS $4.16 to $4.19; first-quarter revenue $3.300 billion to $3.310 billion
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.
From Palo Alto Networks's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2026
$11.48B
+24.5%
$0.40
-75.0%
2.7%
FY2025
$9.22B
+14.9%
$1.60
-56.0%
12.3%
FY2024
$8.03B
+16.5%
$3.64
+468.8%
32.1%
FY2023
$6.89B
+25.3%
$0.64
—
6.4%
FY2022
$5.50B
+29.3%
$-0.90
—
-4.9%
Frequently asked questions
When is Palo Alto Networks's next earnings date?
Palo Alto Networks (PANW) is scheduled to report on Wednesday, November 18, 2026 after the market closes. Analysts expect EPS of $0.52.
What did Palo Alto Networks earn last quarter?
For the quarter ended Jul 2026, Palo Alto Networks reported diluted EPS of $-0.39 (-208.3% year over year) on revenue of $3.41B (+34.5%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.