Brief: Qualys Q2 Revenue USD 164.1 Million Vs. IBES Estimate USD 161.2 Million

Qualys

05/08/2025 21:05

Overview

Qualys Q2 revenue grows 10% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 beats consensus, driven by solid operational performance

Company raises full-year 2025 revenue guidance to $656-$662 mln

Outlook

Qualys sees Q3 2025 revenue between $164.5 mln and $167.5 mln

Company expects Q3 GAAP EPS of $1.00 to $1.10

Qualys projects full-year 2025 revenue of $656 mln to $662 mln

Company raises full-year non-GAAP EPS guidance to $6.20-$6.50

Result Drivers

FEDRAMP SOLUTION - Introduction of a new FedRAMP High solution for government use, enhancing security offerings

AI EXPANSION - Expanded TotalAI solution with advanced AI security capabilities to improve threat coverage

PARTNERSHIPS - Launched mROC Alliance Partners to strengthen global risk management impact

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$164.10 mln
$161.20 mln (19 Analysts)
Q2 Adjusted EPS
Beat
$1.68
$1.47 (19 Analysts)
Q2 Adjusted Net Income
Beat
$61.20 mln
$53.80 mln (16 Analysts)
Q2 Adjusted EBITDA
Beat
$73.40 mln
$68.40 mln (13 Analysts)
Q2 Adjusted Operating Income
Beat
$70.10 mln
$63.70 mln (18 Analysts)
Q2 Adjusted Gross Margin
84.0%
Q2 Adjusted Gross Profit
$137.80 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 16 "hold" and 3 "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 Qualys Inc is $140.00, about 3% above its August 4 closing price of $135.82

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nPn4wn2qZa

(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.)