Guidewire Software Q2 EPS Up 52.9% to $1.17, Revenue $359.1M
Guidewire Software reported Q2 adjusted EPS of $1.17, beating estimates by 52.9% and up from $0.51 a year ago. Revenue rose 24.0% to $359.1 million, exceeding forecasts by 4.8% while shares have fallen 23.5% year-to-date.
1. Q2 Earnings Performance
Guidewire Software delivered adjusted Q2 EPS of $1.17, a 52.9% surprise over the $0.77 estimate and up from $0.51 a year earlier. This marks the third earnings beat in four quarters, reinforcing the company’s profitability momentum.
2. Revenue Growth
Quarterly revenue reached $359.1 million, up 24.0% from $289.5 million a year ago and 4.8% above consensus. The company has topped revenue estimates in each of the past four quarters, driven by increased adoption of its insurance software platform.
3. Share Performance and Outlook
Despite strong results, shares are down 23.5% year-to-date against a flat S&P 500, reflecting market concerns over growth sustainability. Consensus for next quarter stands at $0.64 EPS on $340.2 million in revenue, with full-year estimates of $2.95 EPS on $1.41 billion revenue.