Jun 2026 (Q3 FY26) — Jul 27, 2026
F5, Inc. Q3 FY26 — Strong Product Growth and Raised FY26 Outlook Driven by AI and Hybrid Cloud Demand
Read the full callF5 (FFIV) earnings
- Jun 2026
- Jun 2026 (Q3 FY26)
- Sep 2025
F5 earnings: last reported Mon, 27 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 865 | +10.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 24.6 | −0.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 208 | +9.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$450.8 +1.98% · +$8.77
Performance +49.8% 1Y
1Y: $300.9 on 17 Oct 2025 → $450.8. High $479.83 (9 Oct 2026), low $223.99 (19 Nov 2025).
- Previous close
- $442.03
- 52-week range
- $223.99 – $479.83
- One year
- +52.04%
Overview
- Symbol
- FFIV
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q2 FY26) — Apr 28, 2026
F5 Q2 FY26 — Strong Product Growth and Raised FY26 Outlook Driven by Hybrid Multicloud and AI
Read the full callEvery analysed call
F5 earnings calls (FFIV)
Financials
What the filings say
Net profit, year on year: +10% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 747 | 766 | 731 | 780 | 810 | 822 | 812 | 865 |
| Operating profit | 191 | 205 | 159 | 196 | 206 | 214 | 179 | 213 |
| Operating margin | 25.6% | 26.8% | 21.7% | 25.2% | 25.4% | 26.0% | 22.1% | 24.6% |
| Profit before tax | 204 | 209 | 171 | 213 | 215 | 223 | 189 | 226 |
| Tax rate | 18.8% | 20.4% | 15.0% | 10.8% | 11.4% | 19.2% | 21.9% | 8.0% |
| Net profit | 165 | 166 | 146 | 190 | 190 | 180 | 148 | 208 |
| EPS ($ per share) | — | 2.85 | 2.51 | 3.29 | — | 3.12 | 2.61 | 3.67 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 20 | 143 | 305 | 192 | 91 | 24 | 6 | 42 |
| Reserves | 1,287 | 1,638 | 1,946 | 2,188 | 2,404 | 2,799 | 3,144 | 3,568 |
| Total liabilities | 1,320 | 1,629 | 2,446 | 2,637 | 2,807 | 2,448 | 2,484 | 2,727 |
| Fixed assets | 145 | 223 | 229 | 191 | 168 | 170 | 151 | 157 |
| Investments | 615 | 373 | 360 | 330 | 127 | 6 | 0 | 0 |
| Total assets | 2,605 | 3,390 | 4,678 | 4,997 | 5,276 | 5,248 | 5,613 | 6,319 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 761 | 748 | 661 | 645 | 443 | 653 | 792 | 950 |
| Cash from investing | -456 | -415 | -747 | -445 | 218 | 36 | -59 | -219 |
| Cash from financing | -551 | -155 | 337 | -468 | -477 | -653 | -457 | -465 |
| Net cash flow | -246 | — | — | — | — | — | — | — |
| Capital expenditure | -53 | -104 | -60 | -31 | -34 | -54 | -30 | -43 |
| Free cash flow | 708 | 644 | 601 | 615 | 409 | 599 | 762 | 906 |
FFIV revenue by segment
Product grew from 44% to 54% of revenue over the last two years.
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Product | 44% | 48% | 46% | 50% | 51% | 50% | 51% | 54% | +19.0% |
| Service | 56% | 52% | 54% | 50% | 49% | 50% | 49% | 47% | +2.7% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
FFIV operating KPIs by quarter
| KPI | Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Employees | ~6,500Finally, we ended the quarter with approximately 6,500 employees.Source: earnings call transcript | ~6,600Finally, we ended the quarter with approximately 6,600 employees.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q3 FY2026 · share of revenue
- Americas 55%
- US 52%
- EMEA 30% ↑ 2 pt
- Asia Pacific 15% ↓ 2 pt
- Other Americas 3%
As FFIV cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
178 filings between Oct 31, 2025 and Sep 14, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$29.06M
97 sales by 13 insiders
86% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 6
- Award — granted as compensation
- 42
- Option exercise — converted options into shares
- 33
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| FOUNTAIN THOMAS DEAN | — | $7.05M | Aug 5, 2026 |
| Locoh-Donou Francois | — | $5.54M | Aug 5, 2026 |
| WHALEN CHAD MICHAEL | — | $5.24M | Aug 3, 2026 |
| Werner Edward Cooper | — | $2.53M | Aug 3, 2026 |
| MONTOYA MICHAEL F | — | $1.82M | Sep 14, 2026 |
| MEHTA NIKHIL RAMESH | — | $1.56M | Jul 30, 2026 |
| ANAND KUNAL | — | $1.27M | Aug 3, 2026 |
| Maddison John Anthony | — | $1.09M | Sep 14, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 14, 2026 | MONTOYA MICHAEL F Chief Technology Ops Officer | Sale 10b5-1 plan | 80 | $33.1K |
| Sep 14, 2026 | MONTOYA MICHAEL F Chief Technology Ops Officer | Sale 10b5-1 plan | 277 | $113.7K |
| Sep 14, 2026 | MONTOYA MICHAEL F Chief Technology Ops Officer | Sale 10b5-1 plan | 240 | $98.2K |
| Sep 14, 2026 | MONTOYA MICHAEL F Chief Technology Ops Officer | Sale 10b5-1 plan | 1,296 | $526.5K |
| Sep 14, 2026 | MONTOYA MICHAEL F Chief Technology Ops Officer | Sale 10b5-1 plan | 1,173 | $482.7K |
| Sep 14, 2026 | MONTOYA MICHAEL F Chief Technology Ops Officer | Sale 10b5-1 plan | 920 | $379.4K |
| Sep 14, 2026 | MONTOYA MICHAEL F Chief Technology Ops Officer | Sale 10b5-1 plan | 440 | $181.9K |
| Sep 14, 2026 | Maddison John Anthony Chief Product Mkting Officer | Sale 10b5-1 plan | 204 | $82.9K |
| Aug 5, 2026 | Locoh-Donou Francois President, CEO & Director | Sale 10b5-1 plan | 642 | $264.4K |
| Aug 5, 2026 | Locoh-Donou Francois President, CEO & Director | Sale 10b5-1 plan | 284 | $117.9K |
| Aug 5, 2026 | Locoh-Donou Francois President, CEO & Director | Sale 10b5-1 plan | 200 | $83.2K |
| Aug 5, 2026 | Locoh-Donou Francois President, CEO & Director | Sale 10b5-1 plan | 1,100 | $452.0K |
| Aug 5, 2026 | Locoh-Donou Francois President, CEO & Director | Sale 10b5-1 plan | 200 | $81.9K |
| Aug 5, 2026 | Locoh-Donou Francois President, CEO & Director | Sale 10b5-1 plan | 320 | $132.5K |
| Aug 5, 2026 | FOUNTAIN THOMAS DEAN EVP Global Services & Strategy | Sale 10b5-1 plan | 1,208 | $500.9K |
| Aug 5, 2026 | Locoh-Donou Francois President, CEO & Director | Sale 10b5-1 plan | 996 | $411.2K |
| Aug 5, 2026 | Locoh-Donou Francois President, CEO & Director | Sale 10b5-1 plan | 40 | $16.7K |
| Aug 3, 2026 | Maddison John Anthony Chief Product Mkting Officer | Sale 10b5-1 plan | 1,000 | $405.9K |
| Aug 3, 2026 | OKEKE ANGELIQUE M EVP, General Counsel | Sale 10b5-1 plan | 515 | $208.3K |
| Aug 3, 2026 | Werner Edward Cooper Chief Financial Officer | Sale 10b5-1 plan | 599 | $243.1K |
| Aug 3, 2026 | ANAND KUNAL Chief Technology Officer | Sale 10b5-1 plan | 392 | $158.6K |
| Aug 3, 2026 | WHALEN CHAD MICHAEL EVP, Worldwide Sales | Sale 10b5-1 plan | 703 | $284.6K |
| Aug 1, 2026 | WHALEN CHAD MICHAEL EVP, Worldwide Sales | Option exercise 10b5-1 plan | 2,318 | $0 |
| Aug 1, 2026 | OKEKE ANGELIQUE M EVP, General Counsel | Option exercise 10b5-1 plan | 1,060 | $0 |
| Aug 1, 2026 | FOUNTAIN THOMAS DEAN EVP Global Services & Strategy | Option exercise | 2,700 | $0 |
| Aug 1, 2026 | Maddison John Anthony Chief Product Mkting Officer | Tax withheld 10b5-1 plan | 250 | $100.6K |
| Aug 1, 2026 | Locoh-Donou Francois President, CEO & Director | Option exercise | 6,233 | $0 |
| Aug 1, 2026 | OKEKE ANGELIQUE M EVP, General Counsel | Tax withheld 10b5-1 plan | 415 | $167.1K |
| Aug 1, 2026 | Maddison John Anthony Chief Product Mkting Officer | Option exercise 10b5-1 plan | 454 | $0 |
| Aug 1, 2026 | WHALEN CHAD MICHAEL EVP, Worldwide Sales | Tax withheld 10b5-1 plan | 911 | $366.7K |
| Aug 1, 2026 | FOUNTAIN THOMAS DEAN EVP Global Services & Strategy | Tax withheld | 1,492 | $600.6K |
| Aug 1, 2026 | Werner Edward Cooper Chief Financial Officer | Tax withheld 10b5-1 plan | 388 | $156.2K |
| Aug 1, 2026 | Werner Edward Cooper Chief Financial Officer | Option exercise 10b5-1 plan | 987 | $0 |
| Aug 1, 2026 | ANAND KUNAL Chief Technology Officer | Tax withheld 10b5-1 plan | 506 | $203.7K |
| Aug 1, 2026 | ANAND KUNAL Chief Technology Officer | Option exercise 10b5-1 plan | 1,290 | $0 |
| Aug 1, 2026 | MONTOYA MICHAEL F Chief Technology Ops Officer | Tax withheld | 840 | $338.2K |
| Aug 1, 2026 | Locoh-Donou Francois President, CEO & Director | Tax withheld | 2,451 | $986.7K |
| Aug 1, 2026 | MONTOYA MICHAEL F Chief Technology Ops Officer | Option exercise | 2,136 | $0 |
| Jul 30, 2026 | MEHTA NIKHIL RAMESH Director | Sale | 692 | $269.0K |
| Jul 30, 2026 | MEHTA NIKHIL RAMESH Director | Sale | 717 | $278.3K |
| Jul 30, 2026 | MEHTA NIKHIL RAMESH Director | Sale | 198 | $77.6K |
| Jul 30, 2026 | MEHTA NIKHIL RAMESH Director | Sale | 943 | $365.0K |
| Jul 30, 2026 | MEHTA NIKHIL RAMESH Director | Sale | 458 | $179.0K |
| Jul 30, 2026 | MEHTA NIKHIL RAMESH Director | Sale | 992 | $386.9K |
| Jun 10, 2026 | Buse Elizabeth Director | Sale | 40 | $16.0K |
| Jun 10, 2026 | Buse Elizabeth Director | Sale | 626 | $250.0K |
| Jun 10, 2026 | Buse Elizabeth Director | Sale | 214 | $85.3K |
| Jun 10, 2026 | Buse Elizabeth Director | Sale | 120 | $48.1K |
| Jun 2, 2026 | Werner Edward Cooper Chief Financial Officer | Sale 10b5-1 plan | 2,500 | $1.00M |
| May 8, 2026 | Werner Edward Cooper Chief Financial Officer | Sale 10b5-1 plan | 1,500 | $525.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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