Palantir Technologies Inc. (PLTR) Q3 2026 Earnings Call

Concluded Nov 2, 2026

Nov 2, 2026

Revenue $2.31B +95.9% YoY

Diluted EPS $0.44 +144.4% YoY

Gross margin 83.4% +1.0 pp YoY

Net income $1.13B +137.2% YoY

Executive readout · one minute

What the filings say

8-K earnings release · filed Nov 2, 2026: Palantir Technologies Inc. reported Q3 2026 revenue growth of 96% Y/Y to $2.313 billion and U.S. commercial revenue growth of 148% Y/Y, raising FY 2026 revenue guidance to $8.530 - $8.534 billion and U.S. commercial guidance to in excess of $3.559 billion.
10-Q report · filed Nov 3, 2026: Palantir generated $2.3 billion in revenue for the three months ended September 30, 2026, up 96% from $1.2 billion in the prior-year period.

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Forward guidance

7 guided metrics

Management's latest ranges and targets are included below.

Research coverage

3 live sources

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Presentation 34 pages 8-K earnings release Filed Nov 2, 2026 10-Q report Filed Nov 3, 2026 Company webcastOpen the original investor-relations page

From the 8-K filed Nov 2, 2026.

Metric	Period	Guided	Basis
Revenue Q4 2026	Q4 2026	$2.65B – $2.65B	—
Adjusted income from operations Q4 2026	Q4 2026	$1.64B – $1.64B	Non-GAAP
Revenue Raised full year 2026	full year 2026	$8.53B – $8.53B	—
U.S. commercial revenue full year 2026	full year 2026	at least $3.56B	—
Growth rate full year 2026	full year 2026	at least 143%	—
Adjusted income from operations Raised full year 2026	full year 2026	$5.25B – $5.25B	Non-GAAP
Adjusted free cash flow Raised full year 2026	full year 2026	$4.8B – $5B	Non-GAAP

How the reported period landed and where the business moved.

Revenue Above

Commercial$1.17B +113% YoY

Government Operating Segment$1.15B +81.1% YoY