Qualys, Inc. (NASDAQ:QLYS) reported its third-quarter 2026 financial results on November 9, 2026, disclosing revenues of $188.0 million and raising its full-year 2026 revenue guidance to $736.9 million to $738.9 million.

Key Highlights

  • Q3 2026 revenues: $188.0 million, up 11% from $169.9 million in Q3 2025.
  • GAAP net income: $57.2 million, or $1.62 per diluted share, up 14% from $50.3 million, or $1.39 per diluted share, in Q3 2025.
  • Non-GAAP net income: $74.8 million, or $2.12 per diluted share, up 11% from $67.4 million, or $1.86 per diluted share, in Q3 2025.
  • Adjusted EBITDA: $89.9 million, up 9% from $82.6 million in Q3 2025, representing 48% of revenues.
  • Operating cash flow: $101.8 million, up 13% from $90.4 million in Q3 2025.
  • Full-year 2026 revenue guidance raised: to $736.9 million to $738.9 million, up from the prior range of $732.0 million to $738.0 million.
  • Full-year 2026 GAAP EPS guidance raised: to $6.08 to $6.15 per diluted share, up from $5.76 to $5.90.

Qualys Third-Quarter 2026 Financial Results and Updated 2026 Guidance

According to the filing, Qualys reported third-quarter 2026 revenues of $188.0 million, an 11% increase compared to $169.9 million for the same quarter in 2025. GAAP gross profit rose 10% to $156.7 million, with a GAAP gross margin of 83%, compared to 84% in Q3 2025. Non-GAAP gross profit also increased 10% to $159.3 million, while non-GAAP gross margin held at 85% for both periods, the company disclosed.

The filing reported GAAP operating income of $66.3 million for Q3 2026, up 11% from $60.0 million in Q3 2025, representing 35% of revenues in both periods. Non-GAAP operating income increased 9% to $87.1 million, or 46% of revenues, compared to $80.0 million, or 47% of revenues, in the year-ago quarter. Operating cash flow for the quarter reached $101.8 million, or 54% of revenues, according to the filing.

For the fourth quarter of 2026, the company disclosed guidance for revenues of $191.0 million to $193.0 million, representing 9% to 10% growth over Q4 2025. GAAP net income per diluted share for Q4 2026 is expected to be $1.57 to $1.64, and non-GAAP net income per diluted share is expected to be $2.05 to $2.12, based on approximately 35.5 million weighted average diluted shares outstanding, the filing stated. For the full year 2026, the company raised its non-GAAP EPS guidance to $8.07 to $8.14, up from the prior range of $7.74 to $7.88. The filing noted that forward-looking statements are subject to cautionary factors described in the company's legal notice sections. The filing also described new product introductions, including InstaScan and updates to TruRisk Eliminate and TotalAI capabilities.

What Was Disclosed

Qualys disclosed Q3 2026 financial results showing 11% revenue growth to $188.0 million, alongside an increase to its full-year 2026 revenue and earnings guidance, in a press release dated November 9, 2026.