secwatch.observer — SEC 8-K summary
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Issuer:     Fortinet, Inc. (FTNT)
CIK:        0001262039
Form:       8-K
Filed at:   2026-07-29T20:08:34+00:00
Accession:  0001262039-26-000018
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Fortinet Q2 revenue $2.05B (+26% YoY), beats guidance; raises FY2026 outlook
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- Q2 revenue $2.05B (+26% YoY), product revenue $773M (+52% YoY); GAAP EPS $0.82 (+44% YoY), non-GAAP EPS $0.90 (+41% YoY).
- Billings $2.37B (+33% YoY); operating cash flow $1.04B, free cash flow $966M.
- Raises FY2026 revenue guidance to $8.02B-$8.18B (19% YoY growth); Q3 revenue guidance $2.01B-$2.10B.
- Non-GAAP operating margin 38% in Q2; FY2026 non-GAAP EPS guidance $3.41-$3.47.
- Moody's upgraded Fortinet's senior unsecured notes rating to A3, highest of any public cybersecurity company.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1262039/000126203926000018/0001262039-26-000018-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1262039/000126203926000018/ftnt-20260729.htm
  HTML page:      https://secwatch.observer/filing/0001262039-26-000018

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