earnings
confidence high
sentiment positive
materiality 0.85
Dynatrace Q3 FY2026 beats guidance; raises FY outlook; announces $1B buyback
Dynatrace, Inc.
2026-Q3 EPS reported
$0.48
revenue$1,486,671,000
- Total ARR $1,972M (+20% YoY, +16% constant currency); revenue $515M (+18% YoY).
- GAAP operating income $73M (14% margin); Non-GAAP operating income $153M (30% margin).
- GAAP diluted EPS $0.13; non-GAAP diluted EPS $0.44. Exceeded guidance on all metrics; raised FY26 outlook.
- Board authorized new $1B share repurchase program; Q3 repurchases $160M at avg $45.31.
- Closed 12 deals >$1M ARR; log management surpassed $100M annualized consumption.