Fortinet 2025 Q3 Earnings Revenue Rises 14.4% Despite EPS Decline

Fortinet (FTNT) reported fiscal 2025 Q3 earnings on Nov 6, 2025, , exceeding expectations. However, , . The company maintained 17 years of consecutive quarterly profitability, underscoring operational resilience. Guidance for 2026 emphasized sustained revenue growth and margin expansion through R&D in AI and cloud-native solutions.

Revenue

, , . , driven by strong demand in cybersecurity and hybrid cloud adoption.

Earnings/Net Income

, while net income fell to $473.90 million, . Despite the EPS drop, the company sustained profitability for 17 consecutive years, demonstrating long-term business stability.

Post-Earnings Price Action Review

The strategy of buying Fortinet shares post-earnings and holding for 30 days yielded a 15% total return but underperformed the S&P 500, which returned 20% over the same period. Annualized returns for the strategy were approximately 5%, . The 30-day holding period offered some protection against volatility, .

CEO Commentary

CEO emphasized robust growth in cybersecurity demand and AI-driven threat detection, while acknowledging supply chain challenges. . Leadership expressed cautious optimism about long-term market tailwinds despite near-term hurdles.

Guidance

Fortinet reported Q3 revenue of $1.72 billion and EPS of $0.63. , .

Additional News

Recent non-earnings developments include class action lawsuits alleging misleading statements about firewall refresh cycles, the launch of a SecureAIData Center solution to protect AI infrastructure, . The lawsuits, filed between November 2024 and August 2025, allege false claims about upgrade potential and timing. Meanwhile, .