earnings
confidence high
sentiment positive
materiality 0.80
F5 Q2 revenue $812M (+11% YoY); raises FY26 revenue guidance to 7-8% growth
F5, INC.
2026-Q2 EPS reported
$5.68
revenue$1,634,165,000
- Q2 revenue $812M (+11% YoY); product revenue up 22% (systems +26%, software +17%).
- GAAP EPS $2.58; non-GAAP EPS $3.90, up from $3.42 in Q2 FY25.
- FY26 revenue growth guidance raised to 7-8% (from 5-6%); non-GAAP EPS $16.25-$16.55.
- Q3 FY26 revenue guidance $820M-$840M; non-GAAP EPS $3.91-$4.03.
- CEO cites hybrid multicloud, cybersecurity, and AI inference as demand drivers.