Qualys beats Q2 expectations, hikes FY forecast
QLYS•Qualys tops second-quarter estimates and lifts full-year outlook
Qualys said second-quarter revenue rose 11% year over year, beating analyst expectations, and adjusted EPS also beat estimates.
Outlook
- Qualys raised 2026 revenue guidance to $732.0 million-$738.0 million from $721.0 million-$727.0 million.
- The company expects third-quarter revenue between $185.5 million and $187.5 million.
- Qualys sees full-year GAAP EPS at $5.76-$5.90, up from the prior $5.40-$5.61.
Result drivers
- AI-enabled solutions — The company said ongoing innovation in AI for security and security for AI contributed to second-quarter growth.
- Federal pipeline — Qualys cited a growing federal pipeline of new business opportunity as a driver of second-quarter results.
- Partner execution — Strong partner-led execution and early QFlex engagement supported second-quarter performance.
Key details
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | Beat | $182.20 mln | $178.56 mln (18 Analysts) |
| Q2 Adjusted EPS | Beat | $1.98 | $1.78 (19 Analysts) |
