earnings
confidence high
sentiment positive
materiality 0.75
Tenable Q2 beats: revenue $268.5M (+8.6%), GAAP net income $3.8M, raises FY guidance
Tenable Holdings, Inc.
- Revenue $268.5M (+8.6% YoY); GAAP EPS $0.03 vs -$0.12; Non-GAAP EPS $0.51 vs $0.34.
- GAAP operating margin 4.6% (vs -3.0%); Non-GAAP operating margin 24.7% (up 540 bps).
- Raised FY2026 revenue guidance to $1.075-1.081B; Non-GAAP EPS $1.95-2.00; unlevered FCF $289-295M.
- Repurchased 5.2M shares for $100M; added 381 new enterprise platform customers.
- Q3 guidance: revenue $270-273M; Non-GAAP EPS $0.49-0.52.