Confluent Q4 EPS Beats by 22%, Revenue Up 20.6% to $314.8M
Confluent reported Q4 adjusted EPS of $0.12, beating forecasts by 22% versus $0.09 a year ago and $0.10 consensus, and delivered revenues of $314.8 million, up 20.6% year-over-year and 2.5% above forecasts. Shares have risen 1.2% year-to-date versus the S&P 500’s 1.4% gain.
1. Q4 Earnings Results
Confluent delivered adjusted EPS of $0.12 for the quarter ended December 2025, surpassing the $0.10 forecast by 22% and rising from $0.09 a year earlier. This marks the fourth consecutive quarter of EPS outperformance.
2. Revenue Performance
Revenue reached $314.82 million, up 20.6% from $261.22 million in Q4 2024 and 2.5% above projections. The company has exceeded revenue forecasts in each of the past four quarters.
3. Outlook and Consensus Estimates
Analysts project $0.09 EPS on $313.94 million in revenue for the fiscal first quarter and $0.47 EPS on $1.35 billion in revenue for the fiscal year, with recent estimate revisions mixed. Management commentary on the upcoming earnings call will influence near-term stock momentum.
4. Stock Performance
Confluent shares have gained approximately 1.2% since the start of the year, trailing the S&P 500’s 1.4% advance. Relative underperformance reflects ongoing investor focus on growth sustainability in the Internet-Software sector.