Qualys Inc FY2026 SHR view $7.57 -- LSEG IBES data

Qualys Inc. (NASDAQ: QLYS) reported its first-quarter 2026 financial results on May 5, 2026, showing strong performance across key metrics. The company generated revenue of $175.6 million, reflecting a 10% year-over-year increase compared to $159.9 million in the same period in 2025. Non-GAAP net income per diluted share for the quarter was $1.95, surpassing the prior year's $1.67.

Based on these results, Qualys raised its full-year 2026 revenue guidance to a range of $721.0 million to $727.0 million, representing 8% to 9% growth over 2025. The company also updated its non-GAAP earnings per share (EPS) guidance for the full year to $7.44 to $7.65. This aligns with the Street Estimate of $7.57 for FY2026 non-GAAP EPS, as reported by LSEG IBES data.

Qualys attributed its strong performance to the adoption of its AI-native Risk Operations Center and the Enterprise TruRisk Management solution, which have enhanced its ability to address cyber risk challenges. The company also introduced Agent Val, an AI-led workflow designed to prioritize and validate high-risk exposures.

Looking ahead, Qualys expects second-quarter 2026 revenue to range between $177.5 million and $179.5 million, with non-GAAP EPS projected between $1.73 and $1.80. These figures reflect continued confidence in the company's growth trajectory and operational efficiency.

Qualys' financial performance underscores its position as a leader in cloud-based IT, security, and compliance solutions. With a growing customer base and strategic innovations, the company appears well-positioned to meet its updated guidance and deliver long-term value to shareholders.