You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Qualys reported Q3 revenue growth of 11% to $188 million and raised full-year 2026 guidance to 736.9 to 738.9 million from 732 to 738 million. Full-year EPS guidance rose to 8.07 to 8.14 from 7.74 to 7.88.
Qualys reported revenue increased $52.0 million, or 11%, for the nine months ended September 30, 2026; its net dollar expansion rate was 105% as of September 30, 2026.
Qualys reported revenue of $188.0 million for the third quarter ended September 30, 2026, up 11% year over year, and raised full-year 2026 revenue guidance to $736.9 million to $738.9 million from $732.0 million to $738.0 million.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Qualys posted Q2 revenue up 11% to $182.2 million and raised full-year 2026 revenue guidance to $732–$738M (from $721–$727M) alongside higher EPS guidance, while highlighting AI-native Risk Operations Center adoption, channel momentum, and QFlex expansion as drivers.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 167.05M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA as a percentage of revenues non-GAAP | 46% | the second quarter of 2026 | — |
| Calculated current billings growth compared to same quarter of prior year non-GAAP | 16% | Three Months Ended June 30, 2026 | — |
| Non-GAAP Calculated current billings non-GAAP | 176.45M | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP Revenue 182.18M
+388.08M Plus: Current deferred revenue at June 30
-393.8M Less: Current deferred revenue at March 31
= Non-GAAP Calculated current billings 176.45M
|
|||
| Non-GAAP Free cash flows non-GAAP | 149.54M | Six Months Ended June 30, 2026 | — |
| Non-GAAP gross margin non-GAAP | 85% | the second quarter of 2026 | — |
| Non-GAAP gross profit non-GAAP | $154.5M | the second quarter of 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP Gross profit 151.93M
+1.94M Stock-based compensation
+639K Amortization of intangible assets
= Non-GAAP Gross Profit 154.51M
|
|||
| Non-GAAP Net income non-GAAP | 138.76M | Six Months Ended June 30, 2026 | — |
| Non-GAAP net income per diluted share non-GAAP | $1.98 | the second quarter of 2026 | — |
| Non-GAAP operating income non-GAAP | $81.4M | the second quarter of 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
QLYS
this stock
Qualys, Inc.
|
$6.04B | +30.1% | +15.3% | 28.8 | 8.8% |
|
MSFT
Microsoft Corp
|
$3.89T | +8.3% | +6.9% | 27.4 | 0.8% |
|
PLTR
Palantir Technologies Inc.
|
$404.77B | -5.5% | +56.2% | 117.5 | 2.3% |
|
ORCL
Oracle Corp
|
$379.03B | -35.7% | +17.3% | 19.7 | 1.5% |
|
PANW
Palo Alto Networks Inc
|
$263.59B | +74.9% | +29.0% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Qualys reported revenue of $188.0 million for the third quarter ended September 30, 2026, up 11% year over year, and raised full-year 2026 revenue guidance to $736.9 million to $738.9 million from $732.0 million to $738.0 million.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| QLYS | -9.2% | -4.5% | +69.0% | -22.8% | +30.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -11.8% | -3.3% | +68.5% | -22.7% | +19.5% |
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.
