secwatch / observer
8-K filed March 12, 2026, 7:59 PM ET ticker RBRK CIK 0001943896
earnings confidence high sentiment positive materiality 0.80

Rubrik Q4 FY2026 beat: sub ARR $1.46B (+34% YoY), revenue $377.7M (+46% YoY)

Rubrik, Inc.

2026-FY EPS reported -$1.78 revenue$1,316,191,000

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Rubrik, Inc. reported Full fiscal year 2027 results: revenue Revenue of $1,597 million to $1,607 million., EPS Non-GAAP net income per share of $0.07 to $0.27.. Guidance initiated.

Period
Full fiscal year 2027
Revenue
Revenue of $1,597 million to $1,607 million.
EPS
Non-GAAP net income per share of $0.07 to $0.27.
Guidance
initiated
Result
guidance update
Exact text from the filing
Full Year 2027 Outlook: ▪ Subscription ARR between $1,829 million and $1,839 million. ▪ Revenue of $1,597 million to $1,607 million. ▪ Non-GAAP subscription ARR contribution margin of approximately 13%. ▪ Non-GAAP net income per share of $0.07 to $0.27. ▪ Weighted-average shares outstanding of approximately 232 million. ▪ Free cash flow of $265 million to $275 million.
View on SEC.gov
Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Rubrik, Inc. reported First quarter fiscal 2027 results: revenue Revenue of $365 million to $367 million., EPS Non-GAAP net loss per share of $(0.04) to $(0.02).. Guidance initiated.

Period
First quarter fiscal 2027
Revenue
Revenue of $365 million to $367 million.
EPS
Non-GAAP net loss per share of $(0.04) to $(0.02).
Guidance
initiated
Result
guidance update
Exact text from the filing
First Quarter Fiscal 2027 Outlook: ▪ Revenue of $365 million to $367 million. ▪ Non-GAAP subscription ARR contribution margin of 10% - 11%. ▪ Non-GAAP net loss per share of $(0.04) to $(0.02). ▪ Weighted-average shares outstanding of approximately 204 million.
View on SEC.gov
Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Rubrik, Inc. reported Fourth quarter fiscal 2026 ended January 31, 2026 results: EPS GAAP net loss per share was $(0.43), compared to $(0.61) in the fourth quarter of fiscal 2025. GAAP net loss includes $8.

Period
Fourth quarter fiscal 2026 ended January 31, 2026
EPS
GAAP net loss per share was $(0.43), compared to $(0.61) in the fourth quarter of fiscal 2025. GAAP net loss includes $8
Result
reported results
Exact text from the filing
Total revenue was $377.7 million, a 46% increase compared to $258.1 million in the fourth quarter of fiscal 2025.
View on SEC.gov
Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Rubrik, Inc. reported Fourth quarter fiscal 2026 ended January 31, 2026 results: EPS GAAP net loss per share was $(0.43), compared to $(0.61) in the fourth quarter of fiscal 2025. GAAP net loss includes $8.

Period
Fourth quarter fiscal 2026 ended January 31, 2026
EPS
GAAP net loss per share was $(0.43), compared to $(0.61) in the fourth quarter of fiscal 2025. GAAP net loss includes $8
Result
reported results
Exact text from the filing
GAAP net loss per share was $(0.43), compared to $(0.61) in the fourth quarter of fiscal 2025. GAAP net loss includes $84.9 million in stock-based compensation expense, compared to $86.0 million in the fourth quarter of fiscal 2025. Non-GAAP net income per share, diluted, was $0.04, compared to non-GAAP net loss per share, diluted, of $(0.18) in the fourth quarter of fiscal 2025.
View on SEC.gov
Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Rubrik, Inc. reported Fiscal year 2026 ended January 31, 2026 results: EPS GAAP net loss per share was $(1.78), compared to $(7.48) in fiscal 2025. GAAP net loss includes $329.4 million in stock-.

Period
Fiscal year 2026 ended January 31, 2026
EPS
GAAP net loss per share was $(1.78), compared to $(7.48) in fiscal 2025. GAAP net loss includes $329.4 million in stock-
Result
reported results
Exact text from the filing
Total revenue was $1.32 billion, a 48% increase, compared to $886.5 million in fiscal 2025.
View on SEC.gov
Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Rubrik, Inc. reported Fiscal year 2026 ended January 31, 2026 results: EPS GAAP net loss per share was $(1.78), compared to $(7.48) in fiscal 2025. GAAP net loss includes $329.4 million in stock-.

Period
Fiscal year 2026 ended January 31, 2026
EPS
GAAP net loss per share was $(1.78), compared to $(7.48) in fiscal 2025. GAAP net loss includes $329.4 million in stock-
Result
reported results
Exact text from the filing
GAAP net loss per share was $(1.78), compared to $(7.48) in fiscal 2025. GAAP net loss includes $329.4 million in stock-based compensation expense, compared to $913.9 million in fiscal 2025. Non-GAAP net loss per share was $(0.01), compared to $(1.57) in fiscal 2025.
View on SEC.gov

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Rubrik, Inc. filing history →

Source: SEC EDGAR
accession 0001943896-26-000004
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