Jun 2026 (Q2 FY26) — Aug 10, 2026
Rapid7 Q2 FY26 — Strategic Restructuring and Margin Expansion
Read the full callRapid7 earnings: last reported Mon, 10 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 211 | −1.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 1.4 | −0.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 6.1 | −27.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $18.48 on 14 Oct 2025 → $13.08. High $19.26 (21 Oct 2025), low $5.05 (9 Apr 2026).
Overview
Call summaries
Rapid7 Q2 FY26 — Strategic Restructuring and Margin Expansion
Read the full callEvery analysed call
Financials
Net profit, year on year: −27% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 215 | 216 | 210 | 214 | 218 | 217 | 210 | 211 |
| Operating profit | 13 | 4 | -0 | 3 | 6 | 2 | -1 | 3 |
| Operating margin | 6.0% | 1.7% | −0.1% | 1.6% | 2.7% | 1.1% | −0.3% | 1.4% |
| Interest | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 3 |
| Profit before tax | 18 | 2 | 5 | 10 | 9 | 6 | 2 | 6 |
| Tax rate | 16.1% | 172.8% | 56.2% | 19.4% | −5.3% | 45.4% | 38.3% | −3.6% |
| Net profit | 15 | 2 | 2 | 8 | 10 | 3 | 1 | 6 |
| EPS ($ per share) | 0.24 | — | 0.03 | 0.13 | 0.15 | — | 0.02 | 0.09 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | -465 | -518 | -617 | -736 | -861 | -1,014 | -988 | -965 |
| Total liabilities | 472 | 582 | 842 | 1,422 | 1,479 | 1,624 | 1,634 | 1,572 |
| Fixed assets | 18 | 51 | 53 | 50 | 58 | 40 | 32 | 32 |
| Investments | 159 | 116 | 139 | 59 | 84 | 170 | 187 | 228 |
| Total assets | 559 | 665 | 913 | 1,296 | 1,359 | 1,505 | 1,652 | 1,726 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 6 | -1 | 5 | 54 | 78 | 104 | 172 | 154 |
| Cash from investing | -194 | 17 | -156 | -325 | -40 | -179 | -47 | -209 |
| Cash from financing | 236 | 9 | 201 | 264 | 7 | 80 | 6 | -46 |
| Net cash flow | 48 | 24 | 50 | -9 | 43 | 6 | 128 | -95 |
| Capital expenditure | -13 | -29 | -14 | -9 | -20 | -4 | -3 | -8 |
| Free cash flow | -7 | -31 | -9 | 45 | 58 | 100 | 168 | 146 |
44 filings between Oct 22, 2025 and Sep 1, 2026.
Purchases
$3.90M
7 purchases by 5 insiders
Sales
$58.1K
5 sales by 1 insider
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 2 gifts, 1 other.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| JANA Partners Management, LP | $3.52M | — | Nov 28, 2025 |
| Thomas Corey E. | $200.4K | — | Nov 24, 2025 |
| Schodorf Thomas E | $98.9K | — | Nov 26, 2025 |
| Murphy Scott M | — | $58.1K | Apr 22, 2026 |
| Brown Marc Evan | $45.6K | — | Nov 25, 2025 |
| BURNS MIKE | $27.6K | — | Nov 20, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 1, 2026 | Barrett Maria Bettina Director | Award | 34,909 | $0 |
| Aug 15, 2026 | Murphy Scott M Chief Accounting Officer | Tax withheld | 1,060 | $13.8K |
| Aug 15, 2026 | Thomas Corey E. Executive Chairman | Tax withheld | 7,726 | $100.4K |
| Jul 15, 2026 | Murphy Scott M Chief Accounting Officer | Tax withheld | 344 | $4.2K |
| Jun 15, 2026 | MOHAMED WAEL CEO | Award | 841,515 | $0 |
| Jun 9, 2026 | Galligan Kevin G. Director | Award | 15,208 | $0 |
| Jun 9, 2026 | JANA Partners Management, LP 10% owner | Other | 15,208 | $0 |
| Jun 9, 2026 | BRUNER JUDY Director | Award | 15,208 | $0 |
| Jun 9, 2026 | MOHAMED WAEL CEO | Tax withheld | 397 | $2.8K |
| Jun 9, 2026 | BERRY MICHAEL J Director | Gift | 8,420 | $0 |
| Jun 9, 2026 | BERRY MICHAEL J Director | Gift | 8,420 | $0 |
| Jun 9, 2026 | BURNS MIKE Director | Award | 15,208 | $0 |
| Jun 9, 2026 | Schodorf Thomas E Director | Award | 15,208 | $0 |
| Jun 9, 2026 | Kalowski Jeffrey Director | Award | 57,390 | $0 |
| Jun 9, 2026 | Nye Benjamin Director | Award | 15,208 | $0 |
| Jun 9, 2026 | Brown Marc Evan Director | Award | 15,208 | $0 |
| Jun 9, 2026 | Sondhi Reeny Director | Award | 15,208 | $0 |
| Jun 9, 2026 | Holzman Benjamin Director | Award | 15,208 | $0 |
| May 15, 2026 | Murphy Scott M Chief Accounting Officer | Tax withheld | 1,059 | $6.9K |
| May 15, 2026 | Thomas Corey E. CEO | Tax withheld | 5,357 | $34.8K |
| Apr 22, 2026 | Murphy Scott M Chief Accounting Officer | Sale 10b5-1 plan | 827 | $5.3K |
| Apr 15, 2026 | Murphy Scott M Chief Accounting Officer | Tax withheld | 344 | $2.0K |
| Feb 23, 2026 | Murphy Scott M Chief Accounting Officer | Sale 10b5-1 plan | 1,267 | $8.2K |
| Feb 17, 2026 | Murphy Scott M Chief Accounting Officer | Award 10b5-1 plan | 20,000 | $0 |
| Feb 15, 2026 | Murphy Scott M Chief Accounting Officer | Tax withheld | 673 | $4.8K |
| Feb 15, 2026 | Thomas Corey E. CEO | Award | 64,667 | $0 |
| Feb 15, 2026 | Thomas Corey E. CEO | Tax withheld | 22,328 | $160.3K |
| Jan 22, 2026 | Murphy Scott M Chief Accounting Officer | Sale 10b5-1 plan | 764 | $9.7K |
| Jan 15, 2026 | Murphy Scott M Chief Accounting Officer | Tax withheld | 406 | $5.4K |
| Dec 18, 2025 | Thomas Corey E. CEO | Option exercise | 200,000 | $2.60M |
| Dec 18, 2025 | Thomas Corey E. CEO | Tax withheld | 182,321 | $2.86M |
| Dec 1, 2025 | Brown Rafeal E. Chief Financial Officer | Award | 466,999 | $0 |
| Nov 28, 2025 | JANA Partners Management, LP Director | Purchase | 41,545 | $652.7K |
| Nov 26, 2025 | Schodorf Thomas E Director | Purchase | 6,300 | $98.9K |
| Nov 25, 2025 | JANA Partners Management, LP Director | Purchase | 50,000 | $750.5K |
| Nov 25, 2025 | Brown Marc Evan Director | Purchase | 3,000 | $45.6K |
| Nov 24, 2025 | Murphy Scott M Chief Accounting Officer | Sale 10b5-1 plan | 1,370 | $19.1K |
| Nov 24, 2025 | JANA Partners Management, LP Director | Purchase | 150,000 | $2.12M |
| Nov 24, 2025 | Thomas Corey E. CEO | Purchase | 14,500 | $200.4K |
| Nov 20, 2025 | BURNS MIKE Director | Purchase | 2,000 | $27.6K |
| Nov 15, 2025 | Adams Timothy M Chief Financial Officer | Tax withheld | 9,225 | $129.4K |
| Nov 15, 2025 | Thomas Corey E. CEO | Tax withheld | 12,969 | $182.0K |
| Nov 15, 2025 | Murphy Scott M Chief Accounting Officer | Tax withheld | 570 | $8.0K |
| Oct 22, 2025 | Murphy Scott M Chief Accounting Officer | Sale 10b5-1 plan | 826 | $15.8K |
| Oct 15, 2025 | Murphy Scott M Chief Accounting Officer | Tax withheld | 344 | $6.3K |
| Aug 22, 2025 | Murphy Scott M Chief Accounting Officer | Sale 10b5-1 plan | 1,370 | $27.7K |
| Aug 19, 2025 | Murphy Scott M Chief Accounting Officer | Sale 10b5-1 plan | 5,461 | $116.3K |
| Aug 15, 2025 | Adams Timothy M Chief Financial Officer | Tax withheld | 9,225 | $196.2K |
| Aug 15, 2025 | Murphy Scott M Chief Accounting Officer | Tax withheld | 570 | $12.1K |
| Aug 15, 2025 | Thomas Corey E. CEO | Tax withheld | 12,969 | $275.9K |
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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