Veeva Systems Q4 EPS Rises 18.4% to $2.06; Revenues Hit $836M
Veeva Systems reported fiscal Q4 adjusted EPS of $2.06, up 18.4% year-over-year and 7.3% above estimates, while revenues rose 16% to $836 million, beating forecasts by 3.4%. Management projected Q1 revenues of $855–858 million versus $845.4 million consensus and fiscal 2027 sales of $3.585–3.6 billion with adjusted EPS near $8.85.
1. Q4 Financial Results
Veeva Systems delivered adjusted EPS of $2.06 in fiscal Q4, up 18.4% year-over-year and 7.3% above consensus, while GAAP EPS reached $1.45, a 22.9% increase. Revenue rose 16% to $836 million, surpassing estimates by 3.4%, driving an 11.3% after-hours stock gain.
2. Segment Performance
Subscription services revenue increased 16% to $707.7 million, led by both established and new solutions, while professional services and other climbed 14.1% to $128.2 million. Gross profit grew 15.3% to $622.5 million, with operating margin expanding 330 basis points to 29.4%.
3. Forward Guidance
Management forecasted Q1 revenues of $855–858 million versus $845.4 million consensus, and full-year fiscal 2027 sales of $3.585–3.6 billion with adjusted EPS near $8.85, reflecting confidence in continued growth and operational discipline.