FFIV · F5, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q3 FY26 earnings call · Jul 27, 2026TL;DR. F5 reported 11% revenue growth and 19% product revenue growth in Q3 FY26, raised its full-year FY26 revenue growth outlook to ~9–10% (from 7–8%) and lifted FY26 non-GAAP EPS guidance to $17.21–$17.33 (from $16.25–$16.55), while guiding Q4 non-GAAP gross margin to 83–84% (improved) and noting APAC revenue declined 11% on shipment timing despite underlying demand strength.
- + Raised FY26 revenue growth outlook to ~9–10% from prior 7–8%
- + Raised FY26 non-GAAP EPS outlook to $17.21–$17.33 from $16.25–$16.55
- + Q3 revenue and earnings exceeded top end of guidance
- + Improved Q4 non-GAAP gross margin outlook to 83–84%
- + EMEA delivered 27% revenue growth in Q3
- + Systems revenue grew 32% year-over-year in Q3
- − APAC revenue declined 11% year-over-year in Q3
- − FY27 gross margin guidance not revised; reiterated at 80–82% amid dynamic component pricing
- − GAAP operating margin declined to 24.7% in Q3 from 25.2% prior year
- − FY26 non-GAAP effective tax rate is now expected at 18–19%, reflecting a Q3 tax benefit
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FFIV
this stock
F5, Inc.
|
$25.09B | +73.8% | +9.7% | 35.3 | 2.4% |
|
MSFT
Microsoft Corp
|
$3.83T | +6.0% | +6.9% | 28.8 | 0.9% |
|
PLTR
Palantir Technologies Inc.
|
$455.79B | +6.9% | +56.2% | 162.1 | 2.5% |
|
ORCL
Oracle Corp
|
$414.55B | -29.2% | +17.3% | 21.5 | 1.7% |
|
PANW
Palo Alto Networks Inc
|
$306.54B | +115.1% | +29.0% | — | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FFIV | -0.6% | +13.5% | +53.1% | -0.3% | +73.8% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -0.2% | +13.6% | +40.7% | -0.5% | +61.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.