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Just reported
Q3 2026 results
From Fortinet's results release of 28 октября 2026 г.; its quarterly report has since been filed.
Revenue
Actual
2,08B $
+20 % y/y
+1,5 % q/qGuided
2,06B $
midpoint
Within guide+1,1 %EPS, GAAP
Actual
0,86 $
+39 % y/y
+4,9 % q/qGuided
—
No guide given
Operating income, GAAP
Actual
704,3M $
+29 % y/y
+2,2 % q/qGuided
—
No guide given
Company outlook
Q4 2026
- Revenue2,155B $ – 2,245B $+15 % y/y First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Fortinet is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.441,5B $A+
PANWPalo Alto Networks, Inc.263,9B $A
CRWDCrowdStrike Holdings, Inc.235,2B $A
NETCloudflare, Inc.114,2B $A-
SNPSSynopsys Inc.88,7B $A
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 окт. 2026 г.BAGraded B, now A
IBMInternational Business Machines Corporation21 окт. 2026 г.BAGraded B, now A
CDNSCadence Design Systems, Inc.28 окт. 2026 г.BAGraded B, now A
NXPINXP Semiconductors N.V.27 окт. 2026 г.BAGraded B, now A
UIUbiquiti Inc.6 нояб. 2026 г.BAGraded B, now A
На чём зарабатывает
- Security subscriptions38 %
- Products35 %
- Technical support and other services28 %
Доли выручки — это оценки за quarter ended March 31, 2026, а не цифры из поданной отчётности.
Конкурирует с
Что продаёт6
FortiGate
Network firewalls, sold as physical equipment or in software and cloud forms, that inspect traffic and apply security rules. They can also run networking functions such as connecting office branches.
FortiSwitch, FortiAP, and FortiExtender
Equipment for connecting devices and users: wired network switches, wireless access points, and gateways that connect locations using mobile networks.
FortiSASE
A service for securing users’ access to workplace applications, whether they are in an office, working remotely, or connecting through the cloud. Fortinet also provides versions that organizations can run in infrastructure they control.
Показать ещё 3
Fortinet security operations software
Tools including FortiAnalyzer, FortiSIEM, FortiSOAR, and FortiSOC that help security teams collect and review security information, investigate threats, and automate responses.
FortiGuard and FortiCare
Paid security subscriptions that provide threat protection and updates, and technical support services that help customers maintain Fortinet equipment and services.
FortiEndpoint
Software for protecting computers and other devices, detecting threats on them, and helping control their secure connection to company resources.
Кто покупает5
- Small, medium, and large businesses in sectors including finance, healthcare, manufacturing, retail, technology, education, and telecommunications. They buy equipment, software licenses, cloud services, subscriptions, and support, sometimes in a bundle.
- Government organizations, which buy security equipment, software, and services directly or through channel partners and may have specific purchasing and supply-chain requirements.
- Communication and security service providers, which buy Fortinet products and services for their networks or use them to provide hosted security services to their own customers.
Показать ещё 2
- Managed security service providers, which buy or use Fortinet products to provide cybersecurity services to other organizations.
- Distributors such as Arrow Electronics, Ingram Micro, and TD Synnex, which buy from Fortinet and sell to resellers and service providers; resellers then sell to end-customers.
На чём держится и что может это сломать
От чего зависит бизнес
- 1Fortinet outsources manufacturing of its security appliances; about 87% of its hardware was manufactured in Taiwan (2025, high).
- 2Some important components, including memory, processors, and network chips, come from limited or sole sources. Fortinet says it has no long-term contracts guaranteeing manufacturing capacity or component prices.
- 3Fortinet sells mainly through distributors, resellers, service providers, and managed security service providers, making sales partly dependent on these channel partners.
- 4Cloud services depend on Fortinet’s own data centers and points of presence, colocation providers, and public cloud providers including Amazon Web Services, Microsoft Azure, and Google Cloud.
Что может пойти не так
- 1A shortage or delayed supply of memory chips or other limited-source components, manufacturing delays, or disruption affecting Taiwan-based production could delay appliance shipments or raise costs.
- 2A product flaw, vulnerability, or failure to detect or block a threat could disrupt customers’ operations and damage Fortinet’s reputation and sales.
- 3Rapid technology changes and competition from companies with broader product ranges could reduce demand for Fortinet products, pressure prices, or make it harder to win and retain customers.
Полная финансовая отчётность →
О компании Fortinet, Inc.
Fortinet makes firewalls that inspect network traffic and help block cyberattacks, along with switches and wireless equipment that connect and protect office networks. It sells software and cloud services that secure access for remote users and help security teams detect and respond to threats. Customers can buy equipment and services together or separately, often through distributors and resellers.
- Штаб-квартира
- Sunnyvale, California, United States
- Год основания
- 2000 (incorporated in Delaware in November 2000)
- Сотрудников
- 15,472 (June 30, 2026, high)
- Торгуется на
- NASDAQ
- Конец финансового года
- December 31
Построено по собственной отчётности Fortinet, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.