F5, INC. 8K

F5, Inc. announced strong Q3 FY26 results with 11% revenue growth and higher earnings, and raised its full-year 2026 revenue and non-GAAP EPS guidance while issuing Q4 outlook.

F5, Inc. reported strong results for its third quarter of fiscal 2026 ended June 30, 2026, with revenue of $865 million, up 11% year over year driven by 19% product revenue growth, and systems revenue up 32% and software revenue up 7%, while services revenue rose 3%. GAAP gross margin improved to 82.2% (non-GAAP 84.2%), and GAAP income from operations was $213 million (24.7% margin) versus $196 million a year ago, with non-GAAP operating income of $303 million (35.0% margin). GAAP net income increased to $208 million, or $3.62 per diluted share, compared to $190 million, or $3.25 per diluted share, with non-GAAP net income of $272 million, or $4.73 per diluted share, up from $243 million, or $4.16 per diluted share. The company raised its full-year fiscal 2026 outlook, now guiding for revenue growth of approximately 9%–10% (up from 7%–8%) and non-GAAP EPS of $17.21–$17.33 (up from $16.25–$16.55), and provided Q4 FY26 guidance of $870–$890 million in revenue and non-GAAP EPS of $4.14–$4.26. Management highlighted continued double-digit product growth for eight consecutive quarters, the strategic role of its application delivery and security platform in hybrid multicloud and AI-driven environments, and detailed non-GAAP adjustments related to stock-based compensation, amortization of intangibles, facility-exit and acquisition-related costs, cyber incident costs and related insurance recoveries, and restructuring charges.

Filing Facts

CIK

1048695

Ticker

FFIV

Form

8K

Source Type

sec

Accession

0001048695-26-000063

Alert Tier

7