Earnings Releases·Oct 27, 2026, 4:09 PM ET

F5, Inc. — Fourth Quarter Fiscal Year 2026 Earnings Summary

Q4 FY26 total revenue rose 13% year-over-year to $917 million, driven by a 23% surge in product revenue; full-year FY26 revenue increased 11% to $3.417 billion with non-GAAP net income reaching $1.009 billion.
Management guided for FY27 revenue growth of 8% to 9% and non-GAAP EPS between $18.00 and $18.30, citing strong demand for hybrid multicloud and AI-driven security solutions.
The Board authorized an additional $1.5 billion for stock repurchases, bringing total available capacity to $1.822 billion, while the company utilized $601 million for buybacks during FY26.
Deferred revenue grew 10% to $2.20 billion and cash reserves increased to $1.59 billion, reflecting robust operating cash flow of $959 million for the fiscal year.