Cloud security provider F5 beats Q4 revenue, profit estimates

F5

27/10/2025 20:15

Overview

F5 Q4 revenue grows 8% yr/yr, beating analyst expectations

Adjusted EPS for Q4 beats consensus, reflecting robust operational performance

Company addresses recent security incident, commits to enhancing security measures

Outlook

F5 guides FY26 revenue growth of 0% to 4%

Company expects FY26 non-GAAP EPS of $14.50 to $15.50

F5 sees Q1 FY26 revenue between $730 mln and $780 mln

Result Drivers

PRODUCT REVENUE - 16% growth in product revenue, with systems revenue up 42%, driving overall revenue increase

SECURITY FOCUS - Following a security incident, F5 is prioritizing customer support and enhancing security measures

INDUSTRY TRENDS - Demand driven by hybrid multicloud and AI infrastructure adoption, areas where F5 is well-positioned

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$810 mln
$793.43 mln (10 Analysts)
Q4 Adjusted EPS
Beat
$4.39
$3.96 (11 Analysts)
Q4 EPS
$3.26


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 11 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy."

Wall Street's median 12-month price target for F5 Inc is $339.77, about 12.2% above its October 24 closing price of $298.34

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw9Snp1Ka

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)