earnings
confidence high
sentiment positive
materiality 0.95
Palantir Q4 revenue +70% YoY; guides FY2026 revenue growth ~61%, beats consensus
Palantir Technologies Inc.
2025-FY EPS reported
$0.63
revenue$4,475,446,000
- Q4 revenue $1.407B (+70% YoY); U.S. commercial revenue $507M (+137% YoY).
- GAAP net income $609M ($0.24 EPS); adjusted EPS $0.25; Rule of 40 score 127%.
- FY2026 revenue guidance $7.182-7.198B (~61% YoY); U.S. commercial guide at least $3.144B (+115%).
- Closed record $4.262B TCV in Q4 (+138% YoY); customer count up 34% YoY.
- Cash from operations $777M in Q4 (55% margin); cash & equivalents $7.2B.