secwatch.observer — SEC 8-K summary
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Issuer:     Palo Alto Networks Inc (PANW)
CIK:        0001327567
Form:       8-K
Filed at:   2026-02-17T23:59:59+00:00
Accession:  0001327567-26-000003
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Palo Alto Networks Q2 FY26 revenue $2.6B (+15% YoY); GAAP EPS $0.61, non-GAAP $1.03
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- Revenue $2.6B (+15% YoY); GAAP net income $432M ($0.61 diluted), non-GAAP $732M ($1.03 diluted).
- Next-Generation Security ARR $6.3B (+33% YoY); RPO $16.0B (+23% YoY).
- Q3 FY26 guidance: NG ARR $7.94-7.96B (+56%), revenue $2.941-2.945B (+28-29%), non-GAAP EPS $0.78-0.80.
- FY26 guidance: NG ARR $8.52-8.62B (+53-54%), revenue $11.28-11.31B (+22-23%), non-GAAP EPS $3.65-3.70.
- FY26 non-GAAP operating margin guided 28.5-29.0%; adjusted FCF margin 37%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1327567/000132756726000003/0001327567-26-000003-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1327567/000132756726000003/panw-20260217.htm
  HTML page:      https://secwatch.observer/filing/0001327567-26-000003

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer