| FFIV |
Report |
Revenue |
BEAT |
pred ~$844M vs. cons $832M |
MEDIUM |
| FFIV |
Report |
Non-GAAP EPS |
BEAT |
pred ~$4.20 vs. cons $4.12 |
MEDIUM |
| FFIV |
Report |
Systems revenue |
BEAT |
pred ~$244M vs. cons $238M |
MEDIUM |
| FFIV |
Guide |
FY26 revenue growth |
BETTER |
guide ~8.5% vs. cons 7.8% (FY26) |
MEDIUM |
| FFIV |
Guide |
FY26 non-GAAP EPS |
BETTER |
guide ~$16.72 vs. cons $16.62 (FY26) |
MEDIUM |
| FFIV |
Guide |
Q4 non-GAAP gross margin |
LOWER |
guide ~81.8% vs. cons 82.4% (4Q26) |
MEDIUM |
| FFIV |
Guide |
FY27 systems-growth commentary |
BETTER |
guide ~6.0% vs. cons 4.0% (FY27) |
LOW |
| FFIV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| FFIV |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
A ~$844M revenue result versus $832M consensus and FY26 growth guide of ~8.5% versus 7.8% should drive upward FY26/FY27 revenue and EPS revisions, outweighing a ~81.8% Q4 gross-margin outlook versus 82.4% consensus. |
MEDIUM |