FTNT · News · 20260804N

Revenue Performance and Mix

Fortinet, Inc. · 2026-08-04 · Importance 93 · Surprise 82 · No source text

Fortinet reported quarterly revenue growth of 25.6% year over year, exceeding the materiality threshold for the company’s $2,048 million revenue base. Product revenue increased 52% year over year, indicating a substantial mix shift toward product sales relative to services. The company also delivered adjusted EPS of $0.90, beating estimates, and raised its full-year 2026 revenue outlook.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+20.4%Fortinet reported adjusted EPS of $0.90 and revenue up 25.6% year-over-year in its most recent quarter.
net_incomeunclearrealizedFortinet reported adjusted EPS of $0.90 and revenue up 25.6% year-over-year in its most recent quarter.