PANW · News · 20261020N

Revenue Performance and Mix

Palo Alto Networks Inc · 2026-10-20 · Importance 57 · Surprise 38 · In source text

Palo Alto Networks reported $3.41 billion in quarterly revenue and $1.02 in adjusted EPS, according to third-party reporting on its latest results. Revenue increased 34.5% year over year in the most recent quarter. Separate reporting cited $11.48 billion of revenue and $307 million of profit, indicating a substantial gap between reported revenue and earnings. The earnings disparity was attributed in part to the company paying a large portion of employee compensation in stock.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositivecontingent—The Zacks Consensus Estimate projects Palo Alto Networks net sales of $3.31 billion, up 33.62% from the year-ago period.
net_incomepositivecontingent—The investment community's consensus predicts Palo Alto Networks will post EPS of $0.97, a 4.3% growth year-over-year, for the upcoming…
revenuepositiverealized—Palo Alto Networks exceeded Q3 earnings expectations, reporting $1.02 adjusted EPS and $3.41 billion in revenue.
net_incomepositiverealized—Palo Alto Networks exceeded Q3 earnings expectations, reporting $1.02 adjusted EPS and $3.41 billion in revenue.
revenuepositiverealized—Palo Alto Networks earned $307 million on revenue of $11.48 billion.
net_incomepositiverealized—Palo Alto Networks earned $307 million on revenue of $11.48 billion.