earnings
confidence high
sentiment positive
materiality 0.85
Guidewire Q2 FY2026: Revenue $359M (+24% YoY), GAAP EPS $0.70, raises full-year guidance
Guidewire Software, Inc.
2026-Q2 EPS reported
$1.06
revenue$691,734,000
- Total revenue $359.1M (+24% YoY); subscription & support revenue $237.2M (+33%).
- GAAP net income $60.1M (diluted EPS $0.70) vs net loss of $37.3M (loss per share $0.45) prior year.
- Non-GAAP net income $100.7M (diluted EPS $1.17) vs $43.9M ($0.51) prior year.
- Ending ARR $1,121M (+22% YoY); raised FY2026 ARR guidance to $1,229M-$1,237M.
- New $500M share repurchase program authorized; $490M remaining as of Jan 31, 2026.