Qualys Q3 adjusted profit beats estimates
QLYS•Qualys reported third-quarter revenue of $188 million, up 11% year over year, and adjusted EPS of $2.12, beating analyst estimates of $186.67 million and $1.96. The company raised its 2026 revenue guidance to $736.9 million-$738.9 million.
1. Quarterly results
Qualys reported third-quarter revenue of $188 million, up 11% year over year and slightly above the $186.67 million analyst consensus. Adjusted EPS was $2.12, compared with estimates of $1.96; adjusted net income was $74.8 million.
2. Raised guidance
The company raised its 2026 revenue guidance to $736.9 million-$738.9 million, from $732 million-$738 million, and its 2026 GAAP EPS guidance to $6.08-$6.15. It expects fourth-quarter revenue of $191 million-$193 million, up 9%-10% year over year.
3. Demand drivers
Qualys said increased adoption of its AI-native Risk Operations Center, supported by a partner-first strategy, drove demand for its vendor-neutral security platform.
