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Palo Alto Networks Q4 FY2026 · Story

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PANWQ4 FY20261/5

Estimate vs Actual

Earnings per Share

Estimate
$1.00
Actual
$1.02

+2.4% vs Estimate

Revenue

Estimate
$3.42 B
Actual
$3.41 B

−0.3% vs Estimate

PANWQ4 FY20262/5

Guidance

Revenue (Q1 FY27)

Company Guidance
3.30 – 3.31 billion
Market Estimate
3.21 billion

2.9% Above Estimate ▲

Adjusted EPS (Q1 FY27)

Company Guidance
0.96 – 0.98 $
Market Estimate
0.94 $

3.2% Above Estimate ▲

Revenue (Full Year FY27)

Company Guidance
14.1 – 14.2 billion
Market Estimate
13.84 billion

2.2% Above Estimate ▲

PANWQ4 FY20264/5

In 30 Seconds

Revenue rose 34% to $3.41 billion, beating estimates by 1.8%; adjusted EPS of $1.02 came in 4% above expectations.

  • Next-generation security ARR grew 63% to $9.1 billion; FY2027 revenue guidance sits 2.2% above expectations.
  • Shares slipped 1.8% after hours as a 1-point gross margin contraction and rising cloud costs took center stage.

First point of the analysis's “In 30 Seconds”.

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