Fortinet, Inc. · FTNT · Next earnings

Fortinet, Inc. reports Thursday, Feb 4, 2027

FTNT reports after market close with consensus EPS at $0.94 and revenue at $2.20B. Last quarter: Fortinet Q3: SASE and AI Security Lift Growth, Guidance Raised

Reports After market close91 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.94 Calendar consensus
Consensus revenue $2.20B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session After market close 91 days away

Where FTNT left off: FY2026 Q3

Full report

Fortinet Q3: SASE and AI Security Lift Growth, Guidance Raised

EPS surprise +5.8% Reported $0.91 vs $0.86
Revenue surprise +0.7% Reported $2.08B vs $2.06B
Stock move -5.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised full-year 2026 billings, revenue, operating-margin and EPS guidance; service-revenue timing remains a near-term watchpoint.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Longer component lead times and supply-chain constraints
  • Pricing pressure as prior price increases stabilize
  • A lag between hardware wins and service-revenue recognition

Questions analysts left open

  • Whether pricing can remain supportive without pressuring demand or margins
  • Timing of service-revenue conversion and attach rates on large enterprise wins
  • Component availability, cost inflation and inventory management

Ask FN2 about FTNT next report

Transcript, numbers and history already loaded
What should I watch for in FTNT's next earnings report?How did FTNT guide last quarter, and is consensus above or below that?Give me the bull and bear case going into FTNT earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the FTNT recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent FTNT quarters

All FTNT earnings
-5.9%FY2026 Q3+0.7%FY2026 Q2+20.0%FY2026 Q1+4.9%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.