earnings
confidence high
sentiment positive
materiality 0.75
Guidewire reports strong FY2026: revenue +23%, ARR +19%, EPS $3.43; CAO retires
Guidewire Software, Inc.
- FY2026 total revenue $1,475.4M, up 23% YoY; subscription & support revenue $970.9M, up 33%.
- ARR $1,242M (constant currency), up 19%; fully ramped ARR $1,578M, up 22%.
- GAAP diluted EPS $1.63 vs $0.81; non-GAAP diluted EPS $3.43 vs $2.51; operating cash flow $389.7M.
- Q4 revenue $411.1M (+15%); non-GAAP EPS $0.99 vs $0.81; FY2027 guidance: total revenue $1,707-1,727M, ARR $1,450-1,460M.
- CAO David Peterson to retire Nov 4, 2026; CFO Jeff Cooper to assume principal accounting officer duties.