Latest Earnings Results: Q2 '26
Estimated EPS
$0.29
Reported EPS
$0.31
Surprise
+6.33%
Estimated Rev
$1.44B
Reported Rev
$1.47B
Surprise
+2.14%
• Reported GAAP EPS of $0.31 up 34.78% YoY • Reported revenue of $1.47B up 25.83% YoY • For full-year fiscal 2027, CrowdStrike expects total revenue of $5.99B, non-GAAP income from operations of $1.5B, and non-GAAP diluted net income per share of $1.25 to $1.26.
Bullish Takeaway
CrowdStrike achieved record net new ARR of $333M, accelerated Falcon Flex ARR growth to 101%, expanded module adoption across subscription customers, and delivered record quarterly operating cash flow of $530.3M.
Bearish Takeaway
CrowdStrike continues navigating operational risks from its Falcon sensor incident, sustained a GAAP operating loss of $33.2M amid rising operating expenses, and experienced lower professional services gross margins alongside reduced balance-sheet cash.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.31 | -- | -- | N/A |
Q2 '26 | $0.29 | $0.31 | 6.33% | BEAT |
Q1 '26 | $1.07 | $0.28 | -74.26% | MISSED |
Q4 '25 | $1.10 | $1.12 | 1.75% | BEAT |
Q3 '25 | $0.94 | $0.96 | 2.23% | BEAT |