{
  "id": 16803140,
  "title": "Earnings call transcript: F5 tops Q4 2026 estimates but stock slips after hours",
  "url": "https://urgent.news/2026/10/27/earnings-call-transcript-f5-tops-q4-2026-estimates-but-stock-slips",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-27T21:48:22.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/transcripts/earnings-call-transcript-f5-tops-q4-2026-estimates-but-stock-slips-after-hours-93CH-4977118"
  },
  "original_language": "en",
  "account": "F5 Inc. reported fiscal fourth-quarter 2026 results that surpassed Wall Street's revenue and earnings projections, but shares declined after the market closed as investors evaluated the company's strong performance against a cautious outlook. The security and application delivery firm disclosed adjusted earnings of $4.42 per share, exceeding the $4.26 estimate, and revenue of $917 million, surpassing the $884.03 million forecast. F5's stock slipped 1.58% to $452.09 in after-hours trading, after closing the regular session at $459.36, down 0.48%. The company's product revenue increased 23% from a year earlier, marking its ninth consecutive quarter of double-digit growth. Management cited hybrid multi-cloud adoption, security requirements, and AI-related use cases driving demand. Despite the beat, investors appeared to seek stronger guidance or higher upside, leading to the stock's decline. F5 forecasted fiscal 2026 revenue of approximately $3.4 billion, an 11% increase from the previous year. The company's recurring revenue accounted for 68% of quarterly sales, providing a more stable base. F5 also noted that its top 1,000 customers were increasingly utilizing multiple product families, indicating growing platform adoption. Amid a rapidly evolving enterprise security landscape, F5 positioned itself as a provider of security and traffic management solutions across hybrid environments. Revenue for the quarter was $917 million, up 13% year over year. Adjusted earnings per share (EPS) were $4.42, surpassing the $4.26 expectation. Product revenue grew 23% to $510 million, while services revenue rose 3% to $408 million. Systems revenue increased 29% to $239 million, and software revenue climbed 19% to $271 million. Recurring revenue made up 68% of quarterly sales. The company's gross margins stood at 84%, and operating margins at 33.7%. Despite the earnings beat, F5 shares experienced a 1.58% decline in after-hours trading, falling to $452.09 from the regular session's close of $459.36. The stock was down about 2.06% from its prior close of $461.60. Analysts have revised their earnings estimates upward for F5, and the company maintains impressive gross profit margins of nearly 82%. However, the stock trades at premium multiples, with a P/E ratio of 36.7 and a PEG ratio of 3.35, suggesting it may be overvalued relative to its fair value.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 3,
    "also_reported_by": [
      {
        "outlet": "Motley Fool",
        "title": "OrthoPediatrics (KIDS) Q3 2026 Earnings Call Transcript",
        "url": "https://urgent.news/2026/10/27/orthopediatrics-kids-q3-2026-earnings-call-transcript",
        "published": "2026-10-27T23:08:46.000Z"
      },
      {
        "outlet": "Nasdaq Markets",
        "title": "OrthoPediatrics (KIDS) Q3 2026 Earnings Call Transcript",
        "url": "https://urgent.news/2026/10/27/orthopediatrics-kids-q3-2026-earnings-call-transcript-16823495",
        "published": "2026-10-27T23:28:46.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}