F5 (FFIV) earnings for the quarter ended September 2026: EPS beats estimates
F5 reported results for the quarter ended September 2026 on October 27, 2026. Adjusted earnings per share came in at $4.42 against the analysts’ average forecast of $4.26, a beat of 3.9%.
Revenue for the quarter was $917 million, up 13.3% from $810 million in the same quarter a year earlier.
The market’s verdict: the stock fell 20.8% on the first trading day after the report.
The last four quarters
F5 has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $4.42 | $4.26 | +3.9% | +13% | −20.8% |
| Jun 2026 | $4.73 | $4.00 | +18.2% | +11% | +2.9% |
| Mar 2026 | $3.90 | $3.46 | +12.9% | +11% | +10.2% |
| Dec 2025 | $4.45 | $3.65 | +21.9% | +7% | +9.3% |
What comes next
Analysts expect EPS of $4.32 for the next quarter on average and $18.23 for the fiscal year ending September 30, 2027.
The average analyst price target is $444.67, 44% above the current price of $309.14.
Valuation and score
F5 scores 3.2 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 24.7, and its intrinsic value under moderate assumptions is about 17% below the current market value. Full F5 analysis with 10 years of financials
Frequently asked questions
What was F5’s EPS for the quarter ended September 2026?
$4.42 adjusted per share, against an analyst consensus of $4.26.
How much revenue did F5 report?
$917 million, up 13.3% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.