Symbols

PANW

Palo Alto Networks·NASDAQ

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PANW fundamentals

PANW Q2 2026 Earnings

Palo Alto Networks (PANW) released its earnings on Feb 17, 2026: revenue was 2.59B (YoY +14.91%), beat estimates; EPS was 1.03 (YoY +27.16%), beat estimates.

Revenue / YoY

2.59B

+14.91%

EPS / YoY

1.03

+27.16%

Report date

Feb 17, 2026

PANW Earnings Call Summary for Q2,2026

Revenue & ARR Growth: 15% revenue growth, 28% NGS ARR expansion to $6.3B. SASE ARR surpasses $1.5B, up 40% YoY.
Strategic Acquisitions: CyberArk ($1.2B ARR) and Chronosphere ($200M ARR) add scale, with 9-figure AI expansion deal.
AI Security Leadership: Prisma AIRS secures 100+ customers Q2, AgentiX enables 200 XSIAM customers to automate threat remediation.
Profitability Expansion: 30.3% operating margin, $1.03 EPS beat. Target 40% FCF margin by FY28, $20B NGS ARR by FY30.
Customer Momentum: 110 net new platformizations Q2, 1,550 total platforms with 119% net retention. Major $50M+ deals signed across industries.

Earnings

EPS

Revenue

Revenue & Expenses

PANW has released its 2026 Q2 earnings report, with revenue of 2.59B, reflecting a YoY change of 14.93%, and net profit of 432.00M, showing a YoY change of 61.80%. The Sankey diagram below clearly presents PANW's revenue sources and cost distribution.

Key Indicators

Palo Alto Networks (PANW) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Palo Alto Networks (PANW)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Palo Alto Networks (PANW)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Palo Alto Networks (PANW)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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