Palantir Technologies Inc. (PLTR) — последний квартальный отчёт

Palantir Technologies Inc. (PLTR) — последний квартальный отчёт — InspectStocks

Показатель	3 месяца по30 сент. 2026 г.	3 месяца по30 сент. 2025 г.	Изменение
Совокупная выручка	2,3B $	1,2B $	+95,87 %
Прибыль	1,1B $	475,6M $	+137,18 %
Прибыль на акцию	0,44 $	0,18 $	+144,44 %
Свободный денежный поток	1,2B $	500,9M $	+138,89 %

Это отдельные кварталы, а не скользящий год: цифры в остальных разделах сайта охватывают двенадцать месяцев и будут гораздо больше. Сезонный бизнес сильно колеблется между ними: ServiceNow зарабатывает 2,0 млрд $ свободного денежного потока в декабрьском квартале и 0,5 млрд $ — в июньском.

Сравнение идёт с тем же кварталом годом ранее, а не с прогнозом аналитиков. Для «превзошла» или «не дотянула» нужен консенсус-прогноз — это лицензируемые данные, которых у нас нет, и ошибиться в них хуже, чем их не приводить.

Что сказал менеджмент

“The Sovereign AI movement is imposing the most dramatic dichotomy between haves and have nots that I have witnessed in 30 years of business. Every institution—government and commercial—is rapidly being forced, voluntarily or not, into one of these two categories,”

What changed in this report

AI read of the filings

Results released 2 ноября 2026 г., after the market closed

-1,6 %-1,9 % against the marketMarket +0,3 % · 2 нояб. 2026 г. close to 3 нояб. 2026 г. close

Shares slipped despite a large guide raise; the sharp slowdown in U.S. commercial TCV growth is the clearest adverse signal, but inputs cannot pin down the reaction.

Into the report: -5,5 % over a month, +9,6 % over three months, -14,7 % from the year's high.

What changed

TrendCommercial TCV cooledU.S. commercial TCV growth slowed to 11% year-over-year in Q3 2026 from 153% in Q2 2026.
Outlook · Pulled the other wayAnnual outlook raisedFY 2026 revenue guidance rose by $378M at the midpoint; Q3 2026 revenue also beat its prior guide by 7.0%.
Trend · Pulled the other wayRevenue growth acceleratedRevenue growth reached 95.9% year-over-year in Q3 2026, up from 92.8% in Q2 2026 and 62.8% in Q3 2025.
QualityLarge stock compensation addbackAdjusted Q3 2026 operating income excluded $318.9M of stock-based compensation and $23.1M of related payroll taxes.
SetupRecent pullback, prior runShares were 14.6% below their October 9, 2026 high, but had gained 9.7% over the 63 sessions into the report.

The outlook

FY 2026 revenue · FY20268,2B $8,5B $+378M $ at the midpoint
Adjusted free cash flow · FY20264,6B $4,9B $+300M $ at the midpoint
Adjusted income from operations · FY20264,9B $5,2B $+354M $ at the midpoint

What the full-year guide leaves · FY 2026 revenue

Same quarter last year1,4B $
This quarter2,3B $
Next quarter, implied2,7B $

The trend

Working for it

Commercial deal conversionU.S. commercial RDV was $6.517B in Q3 2026, up 79% year-over-year; the release cautions that contracts can be terminated and options may not be exercised.Needs: Customers must continue their contracts and exercise options for the associated deal value to translate into revenue.

Working against it

Commercial TCV slowdownU.S. commercial TCV growth fell to 11% year-over-year in Q3 2026 from 153% in Q2 2026.
Operating margin plateauGAAP operating margin was 46.9% in Q3 2026, down from 47.1% in Q2 2026 after expanding over earlier quarters.

Promises from earlier reports

FY revenue growthRaisedFY 2026 growth guide: 61% in release:3, then 82% in release:1.FY 2026 growth guide: 91%.
U.S. commercial revenueRaisedFY 2026 floor: above $3.144B in release:3, then above $3.424B in release:1.FY 2026 floor: above $3.559B.

Quality of the quarter

Stock-based compensation · Flatters the figuresAdjusted Q3 2026 operating income added back $318.9M of stock-based compensation and $23.1M of related payroll taxes.
Cash conversion · Flatters the figuresQ3 2026 free cash flow grew 138.9% year-over-year, and was 1.06 times net income; cash generation tracked reported profit.
Cash flow margin eased · Weighs on the figuresAdjusted free cash flow margin was 53% in Q3 2026, down from 63% in Q2 2026.
Share dilution · Flatters the figuresDiluted shares increased 0.1% year-over-year in Q3 2026, versus 4.5% in Q3 2025; share-count growth was modest.

Written by AI on 4 ноября 2026 г. from Palantir Technologies Inc.'s results releases, earnings call and SEC filings; every quote it relied on was checked against them. It describes the report, it is not investment advice, and it is in English only.

Palantir Technologies Inc.

Что сказал менеджмент

Как отреагировала цена акции

Чем занимается Palantir Technologies Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Конференц-звонки по итогам квартала

Звонок Q3 FY2026

Звонок Q2 FY2026

Предыдущие звонки

What changed in this report

What changed

The outlook

The trend

Working for it

Working against it

Promises from earlier reports

Quality of the quarter

What was and wasn't said

Watch next quarter

What the filings can't tell us

Palantir Technologies Inc.

Доходность за прошлые периоды

Что сказал менеджмент

Как отреагировала цена акции

Чем занимается Palantir Technologies Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Конференц-звонки по итогам квартала

Предыдущие звонки

What changed in this report

What changed

The outlook

The trend

Working for it

Working against it

Promises from earlier reports

Quality of the quarter

What was and wasn't said

Watch next quarter

What the filings can't tell us