PLTR · News · 20261104N

Revenue Performance and Mix

Palantir Technologies Inc. · 2026-11-04 · Importance 87 · Surprise 82 · No source text

Palantir reported Q3 2026 revenue of $2.31 billion, up 96% year over year and 20% sequentially, its first quarter with sales above $2 billion. U.S. commercial revenue exceeded U.S. government revenue for the first time in the quarter, although the digest gives no segment dollar amounts. One report put full-year revenue guidance at roughly $8.53 billion.

Key facts

• Palantir Q3 2026 revenue was $2.31 billion, up 96% year over year and 20% from Q2 2026; it was the company's first quarter with sales above $2 billion. source
• Palantir Q3 2026 revenue was $2.31 billion, up 96% year over year and ahead of analyst expectations of $2.18 billion. source
• Palantir's U.S. commercial sales exceeded its U.S. government revenue for the first time in Q3 2026. source
• Palantir's U.S. commercial revenue overtook its U.S. government revenue for the first time in Q3 2026. source
• Palantir's Q3 2026 revenue was approximately US$2.3 billion and net income was approximately US$1.1 billion. source
• Palantir CEO Alex Karp said the company had essentially doubled its entire business since the same quarter a year earlier. source
• Palantir Q3 2026 adjusted earnings were $0.44 per share, above the consensus estimate of $0.41. source

Impact estimates