earnings
confidence high
sentiment negative
materiality 0.75
Rapid7 Q4 ARR flat at $840M; FY2026 revenue guide declines 3-2%
Rapid7, Inc.
2025-FY EPS reported
$0.36
revenue$859,794,000
- Q4 revenue $217M (+1% YoY), product revenue $209M (+1% YoY), ARR $840M flat YoY.
- GAAP net income $3.1M ($0.05 diluted EPS); non-GAAP net income $32.1M ($0.44 diluted EPS).
- Full-year 2025 revenue $860M (+2% YoY); GAAP EPS $0.36; non-GAAP EPS $2.08.
- FY2026 revenue guidance $835-843M (-3% to -2% YoY); Q1 ARR ~$830M.
- Director Michael Berry not standing for re-election after 13 years; no disagreement.