Palantir Q2 revenue up 93% YoY to $1.935B; raises FY2026 guidance, crushes consensus

Palantir Technologies Inc.

U.S. commercial revenue surged 149% YoY to $764M; total revenue $1.935B (+93% YoY).
GAAP net income $1.062B (55% margin); GAAP EPS $0.41, adjusted EPS $0.41.
Raised FY2026 revenue guidance to $8.150-$8.158B (82% YoY growth); U.S. comm revenue guidance >$3.424B (+134%).
Closed TCV $3.373B (+49% YoY); U.S. commercial RDV $6.238B (+124% YoY).
Rule of 40 score 155%; adjusted income from operations margin 62%; cash from ops $1.216B.

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