Gary Black Tracker
2025.08.18 20:34

$Palo Alto Networks(PANW.US) (+5.7% AH, long position) beat on 4Q metrics and guided to higher than expected 2026 1Q and FY’26 revs and earnings.

4Q actual:

- Revs $2.54B vs $2.50B est

- Adj EPS $.95 vs $.88 est

- Next Gen ARR $5.60B vs $5.55B est

- RPO $15.8B vs $15.3B est

1Q Guide:

- Revs $2.45B-$2.47B vs $2.45B est

- Adj EPS $.88-$.90 vs $.85 est

- Next Gen ARR $5.82B-$5.84B vs $5.83B est

- RPO $15.4B-$15.5B vs $15.0B est

FY’26 Guide:

- Revs $10.48B-$10.53B vs $10.44B

- Adj EPS $3.75-$3.85 vs $3.69

PANW 4Q results and forward guidance have now surprised higher in each of the past 5 years:

2025 4Q +5.7% AH)

2024 4Q +7.2%

2023 4Q +14.8%

2022 4Q +12.1%

2021 4Q +18.6%

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