Qualys, Inc.: Beat — EPS $2.12, Revenue $188.05M
Earnings BeatQ3 2026 · After-market
Did Qualys, Inc. (QLYS) beat earnings today?
Yes, Qualys, Inc. (QLYS) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+8.16% surprise
$2.12Actual
Expected: $1.96
vs. year ago +14.0%
Total Revenue+0.77% surprise
$188.05MActual
Expected: $186.61M
vs. year ago +11.0%
Released Nov 09 · 4:05 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $188.05M | $169.88M | +11.0% |
| Net Income | $57.17M | $50.35M | +14.0% |
| GAAP Basic EPS | $1.64 | $1.40 | +17.1% |
| GAAP Diluted EPS | $1.62 | $1.39 | +16.5% |
| Non-GAAP Basic EPS | $2.15 | $1.87 | +15.0% |
| Non-GAAP Diluted EPS | $2.12 | $1.86 | +14.0% |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook | FY2026 Outlook |
|---|---|---|
| Guidance | Guidance | |
| Revenues | $191.0M-$193.0M (+9-10% YoY | $736.9M-$738.9M (+10% YoY, prev. $732.0M-$738.0M |
| GAAP Net Income per Diluted Share | $1.57-$1.64 | $6.08-$6.15 (prev. $5.76-$5.90 |
| Non-GAAP Net Income per Diluted Share | $2.05-$2.12 | $8.07-$8.14 (prev. $7.74-$7.88 |
| Weighted Average Diluted Shares | ~35.5M | ~35.5M |
Q4 2026 Outlook
- Revenues
- Guidance$191.0M-$193.0M(+9-10% YoY
- GAAP Net Income per Diluted Share
- Guidance$1.57-$1.64
- Non-GAAP Net Income per Diluted Share
- Guidance$2.05-$2.12
- Weighted Average Diluted Shares
- Guidance~35.5M
FY2026 Outlook
- Revenues
- Guidance$736.9M-$738.9M(+10% YoY, prev. $732.0M-$738.0M
- GAAP Net Income per Diluted Share
- Guidance$6.08-$6.15(prev. $5.76-$5.90
- Non-GAAP Net Income per Diluted Share
- Guidance$8.07-$8.14(prev. $7.74-$7.88
- Weighted Average Diluted Shares
- Guidance~35.5M
Business Highlights
- ➤Introduced InstaScan for scanless vulnerability detection within minutes of advisory disclosure.
- ➤Advanced TruRisk Eliminate with Patch Reliability Scoring and autonomous remediation.
- ➤Expanded TotalAI governance for AI agents, MCP servers, red-team testing, and audit evidence.
- ➤Earned top recognition in Forrester, IDC, Info-Tech, and Frost & Sullivan assessments.
Management Commentary
Sumedh Thakar, President and CEO
“In Q3, we delivered another quarter of strong revenue growth and profitability. Increasing adoption of our AI-native Risk Operations Center, driven by our partner-first strategy, reflects accelerating demand for a vendor-neutral platform that actually fixes security issues rather than just reporting them. These results distinguish our competitive position in pre-breach risk management and reinforce our confidence in long-term growth.”