Qualys, Inc. (QLYS)

Qualys beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported August 4, 2026, with adjusted EPS of $1.98 topping the $1.78 estimate (+11.2%) and revenue of $182.2 million topping the $178.6 million estimate (+2%). Revenue rose 11% to about $182.2 million (up from roughly $164.1 million a year ago), reflecting demand across its cloud-delivered security offerings, while profitability stayed high with gross margin at ~83% and operating margin at 34%. Operating income came in at about $61.9 million alongside net income of roughly $52.4 million, with net income up 11% year over year from about $47.3 million. On the cash side, the company generated about $59.6 million in operating cash flow and repurchased roughly $77.9 million of stock during the quarter. For the next period, consensus calls for EPS of $1.94 on revenue of $186.7 million.