earnings
confidence high
sentiment positive
materiality 0.80
F5 Q4 FY25 revenue $810M (+8% YoY); CEO to become Chairman; FY26 guidance 0-4% growth due to security incident impact
F5, INC.
2025-FY EPS reported
$11.80
revenue$3,088,072,000
- Q4 revenue $810M (+8% YoY); GAAP EPS $3.26, non-GAAP EPS $4.39, both up from $2.80 and $3.67.
- FY25 revenue $3.09B (+10% YoY); GAAP net income $692M ($11.80 EPS) vs $567M ($9.55 EPS).
- Guidance: FY26 revenue growth 0-4%, non-GAAP EPS $14.50-$15.50, operating margin 33.5%-34.5%; Q1 rev $730-780M, non-GAAP EPS $3.35-3.85.
- CEO François Locoh-Donou to become Chairman at March 2026 annual meeting, succeeding retiring Chair Alan J. Higginson.
- Recent security incident expected to cause near-term sales disruption; F5 raising security measures.