Rapid7 has exceeded consensus estimates in eight of its last ten quarters, delivering an average revenue surprise of 5.2% and an average EPS upside of $0.07. Over the past year, subscription revenue grew 32%, driven by a 28% increase in managed services bookings. Analysts point to the company’s expanding gross margin, which climbed to 71% in Q3 2025 from 68% a year earlier, and a deferred revenue balance that jumped 25% year-over-year to $350 million. These trends suggest Rapid7 is positioned to outperform consensus forecasts when it reports Q4 results.

Rapid7 will release its Q4 and full-year 2025 financial results on Tuesday, February 10, 2026, after market close, followed by a conference call at 4:30 p.m. Eastern Time. The company’s 11,000 global customers include 45% of the Fortune 500, and management is expected to provide guidance for 2026 subscription revenue growth of 25%–27% and non-GAAP operating margin expansion of 250–300 basis points. Investors can register for the live webcast via the Rapid7 investor relations website, where a replay will be made available shortly after the call.