---
schema_version: "secwatch.filing_event.v1"
accession: "0001321655-26-000039"
form_type: "8-K"
ticker: "PLTR"
cik: "0001321655"
company_name: "Palantir Technologies Inc."
filed_at: "2026-08-03T20:06:14+00:00"
generated_at: "2026-08-03T20:09:00.897964+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001321655-26-000039
- form_type: 8-K
- ticker: PLTR
- cik: 0001321655
- company_name: Palantir Technologies Inc.
- filed_at: 2026-08-03T20:06:14+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1321655/000132165526000039/0001321655-26-000039-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1321655/000132165526000039/pltr-20260803.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001321655-26-000039
- JSON: https://secwatch.observer/filing/0001321655-26-000039.json
- Plain text: https://secwatch.observer/filing/0001321655-26-000039.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.