Palo Alto Networks, Inc. (PANW)

Palo Alto Networks topped expectations on both the top and bottom line in the fourth fiscal quarter of 2026, based on preliminary results reported September 2, 2026, as revenue rose 34.4% to about $3.4 billion (up from $2.536 billion a year ago) and adjusted EPS of $1.02 topped the $0.98 estimate, +4% (up 7.4% from $0.95 a year ago). On the top line, revenue of $3.410 billion also topped the $3.352 billion estimate, +1.7%. Profitability leaned on gross margin of roughly 68%, with gross profit around $2.3 billion, while operating income came in near $166 million and operating margin stood at about 5%. For the next period, consensus calls for EPS of $0.93 on revenue of $3.225 billion.