Palo Alto Networks Inc — Earnings
Most recent reported period: FY2026 (Q4) (filed for period ending 2026-01-31) · sourced from SEC EDGAR
Next earnings (estimated): Sat, May 2, 2026 — 0 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2026-01-31 | $2.59B | ↑+14.9% | $432M | ↑+61.8% | 15.3% |
| 2025-10-31 | $2.47B | ↑+15.7% | $334M | ↓-4.8% | 12.5% |
| 2025-07-31 | $2.54B | ↑+15.8% | $254M | ↓-29.0% | 19.6% |
| 2025-04-30 | $2.29B | ↑+15.3% | $262M | ↓-6.0% | 9.6% |
| 2025-01-31 | $2.26B | ↑+14.3% | $267M | ↓-84.7% | 10.7% |
| 2024-10-31 | $2.14B | ↑+13.9% | $351M | ↑+80.7% | 13.4% |
| 2024-07-31 | $2.19B | ↑+12.1% | $358M | ↑+57.1% | 10.9% |
| 2024-04-30 | $1.98B | ↑+15.3% | $279M | ↑+158.6% | 8.9% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2026 (Q4)
Revenue
$2.59B
↑+14.9% +$337M YoY
Net Income
$280M
↑+53.8% +$98M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 59 quarters
margin trajectory tells the operating-leverage storyGross Margin↑+0.1pts
73.6%
Operating Margin↑+4.6pts
15.3%
Net Margin↑+4.8pts
16.7%
Go deeper
PANW Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyPANW Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics