Palantir Technologies Inc.: EPS $0.44 vs $0.4061 expected; revenue $2.31B vs $2.18B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.4400 | 0.4061 | +8.3% | 0.2100 |
| Revenue (USD bn) | 2.3100 | 2.1800 | +6.3% | 1.1800 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 2, 2026 | Q3 FY2026 | 0.44 | 0.4061 | +8.3% | 2.31 | 2.18 | +6.3% |
| Aug 3, 2026 | Q2 FY2026 | 0.41 | 0.3446 | +19.0% | 1.94 | 1.81 | +6.8% |
| May 4, 2026 | Q1 FY2026 | 0.33 | 0.2900 | +13.8% | 1.63 | 1.54 | +5.9% |
| Feb 2, 2026 | Q4 FY2025 | 0.25 | 0.2302 | +8.6% | 1.41 | 1.34 | +4.9% |
| Nov 3, 2025 | Q3 FY2025 | 0.21 | 0.1679 | +25.1% | 1.18 | 1.09 | +8.2% |
| Aug 4, 2025 | Q2 FY2025 | 0.16 | 0.1382 | +15.8% | 1.00 | 0.94 | +7.0% |
| May 5, 2025 | Q1 FY2025 | 0.13 | 0.1286 | +1.1% | 0.88 | 0.86 | +2.5% |
| Feb 3, 2025 | Q4 FY2024 | 0.14 | 0.1100 | +27.3% | 0.83 | 0.87 | −4.8% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Palantir Technologies Inc. results: EPS $0.44 vs $0.4061 expected; revenue $2.31B vs $2.18B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 8.3%; revenue above the estimate by 6.3%.
Revenue was up 95.9% from $1.18 billion a year earlier (Q3 FY2025). EPS was up 109.5% from $0.21 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Palantir Technologies Inc. builds its business around connecting complex data with operational decisions. Revenue growth indicates expanding activity, but the available information does not identify the contribution of individual platforms or the distribution of demand between government and commercial customers.
The company's business drivers include data integration and analysis, intelligence operations support, and application deployment and updates across varied environments. Its artificial intelligence platform also connects language models with organizational data and processes, tying the practical value of its software to its use within operational workflows.
What to watch on the earnings call: Listen for management's discussion of demand and how customers move from integrating data to using it in decisions and operations. Adoption of the artificial intelligence platform, the requirements for deploying and supporting the software, and the implications for spending and margins also merit attention.
For the full analysis of Palantir Technologies Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.