earnings
confidence high
sentiment positive
materiality 0.75
F5 Q3 revenue $865M (+11% YoY); raises FY2026 guidance on strong product growth
F5, INC.
- Revenue $865M (+11% YoY); product revenue up 19% YoY with systems +32% and software +7%.
- GAAP EPS $3.62 vs $3.25; non-GAAP EPS $4.73 vs $4.16.
- Raised FY2026 outlook: revenue growth 9-10% (from 7-8%), non-GAAP EPS $17.21-$17.33 (from $16.25-$16.55).
- Q4 FY2026 guidance: revenue $870M-$890M, non-GAAP EPS $4.14-$4.26.
- Eight consecutive quarters of double-digit product revenue growth.