PLTR · News · 20260804N
Margin Expansion
Palantir Technologies Inc. · 2026-08-04 · Importance 69 · Surprise 64 · In source text
Palantir's Q2 adjusted operating margin reached 62%, while GAAP operating margin reached 47%. Adjusted operating income increased 157% year over year, reflecting operating leverage from rapid commercial and government revenue growth. Free cash flow margin reached 63%, and reported GAAP net margin was approximately 55%. The margin expansion occurred alongside continued investment in Palantir's Artificial Intelligence Platform and customer adoption initiatives.
Key facts
- Reported adjusted EPS of $0.41 compared with $0.16 a year earlier (adjusted EPS 41 cents, sharply higher than 16 cents a year earlier). source
- Adjusted earnings per share in Q2 2026: $0.41 versus $0.35 consensus estimate (reported adjusted EPS $0.41). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | — | Reported adjusted EPS of $0.41 compared with $0.16 a year earlier (adjusted EPS 41 cents, sharply higher than 16 cents a year earlier). |