FTNT · 10-Q · 2026Q3 · Full report
Supply Chain Commitments
Fortinet, Inc. · 2026-10-30 · Importance 89 · Surprise 82 · In source text
Inventory purchase commitments totaled $1.93 billion at September 30, 2026, up $1.12 billion from $810.6 million at December 31, 2025. The increase reflected efforts to optimize inventory and commitments in response to customer demand growth, product lead times, and rising component costs. Fortinet recorded a $30.3 million liability for commitments exceeding future demand forecasts, compared with $26.7 million at year-end 2025.
Key facts
- Fortinet inventory purchase commitments totaled $1.93 billion at September 30, 2026, up $1.12 billion from $810.6 million at December 31, 2025. source
- Fortinet had $134.1 million in non-cancelable other contractual commitments with remaining terms exceeding one year as of September 30, 2026. source
- Fortinet's liability for inventory purchase commitments was $30.3 million at September 30, 2026, compared with $26.7 million at December 31, 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| liability | negative | committed | -8.0% | Fortinet inventory purchase commitments totaled $1.93 billion at September 30, 2026, up $1.12 billion from $810.6 million at December 31,… |