
Palo Alto Networks, Inc.
NASDAQ•PANW
CEO: Mr. Nikesh Arora C.F.A.
セクター: Technology
業種: Software - Infrastructure
上場日: 2012-07-20
Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company's network security platforms include Prisma Access, a security services edge (SSE) solution, as well as Strata Cloud Manager, a network security management solution. It also provides cloud security solutions, including Prisma Cloud, a cloud native application protection platform; and Code to Cloud platform, as well as offers VM-Series and CN-Series virtual firewalls for inline network security on multi- and hybrid-cloud environments. In addition, the company provides security operation solutions through Cortex platform that includes Cortex XSIAM, an AI-driven security operations platform; Cortex XDR for the prevention, detection, and response to complex cybersecurity attacks; and Cortex XSOAR for security orchestration, automation, and response; and Cortex Xpanse for attack surface management, as well as offers threat intelligence and advisory services under the Unit 42 name. Further, it provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention. Additionally, the company offers professional services, including architecture design and planning, implementation, configuration, and firewall migration; education services, such as certifications, as well as online and in-classroom training; and support services. It sells its products and services through its channel partners, as well as directly to medium to large enterprises, service providers, and government entities operating in various industries, including education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications. The company was incorporated in 2005 and is headquartered in Santa Clara, California.
連絡先情報
時価総額
$113.21B
PER (TTM)
100.6
41
配当利回り
--
52週高値
$223.61
52週安値
$144.15
52週レンジ
順位33Top 25.7%
4.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q1 2026 データ
売上高
$2.47B+15.66%
直近4四半期の推移
EPS
$0.49-9.26%
直近4四半期の推移
フリーCF
$1.69B+15.11%
直近4四半期の推移
2026 Q1 決算ハイライト
主なハイライト
Total Revenue Growth Strong Total revenue reached $2.47B, up 16% versus prior period; subscription revenue drove $2.04B of sales.
Subscription Revenue Dominates Subscription and support revenue grew 14% to $2.04B, representing 82.5% of total revenue base.
Cash Flow Generation Increased Operating cash flow increased $261M to $1.77B; non-GAAP Free Cash Flow reached $1.69B for the quarter.
ARR Momentum Continues Next-Gen Security ARR reached $5.9B as of October 31, 2025, showing strong recurring revenue momentum.
リスク要因
Income Tax Provision Surged Income tax provision surged 359% to $78M, causing Net Income to decline to $334M versus prior year.
Contingent Litigation Liability Accrued litigation liability for Centripetal Networks stands at $147M recorded in other long-term liabilities.
CyberArk Integration Complexity Pending $25B CyberArk acquisition introduces significant integration complexity and execution risk for future operations.
RPO Slightly Decreased Remaining Performance Obligations slightly decreased to $15.5B as of October 31, 2025, from $15.8B previously.
見通し
CyberArk Acquisition Closing Expected Closing expected Q3 FY2026 for $25B CyberArk identity security acquisition, funding cash portion from current cash on hand.
Share Repurchase Extended Share repurchase authorization extended to December 2026; $1.0B remains available for future common stock buybacks.
Continued Strategic Investment Continued investment planned in R&D and sales force expansion to support platformization strategy and market growth.
New Product Adoption Focus Expect growth driven by adoption of new offerings, including Prisma AIRS 2.0 platform upgrade completed in October 2025.
同業比較
売上高 (TTM)
SONY$81.20B
ACN$70.73B
INTC$52.85B
粗利益率 (最新四半期)
ADBE88.9%
FTNT79.6%
NOW76.6%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| INTC | $235.41B | -857.2 | -0.3% | 22.0% |
| TXN | $200.73B | 40.2 | 30.4% | 40.6% |
| KLAC | $188.00B | 41.3 | 95.2% | 37.6% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.1%
緩やかな成長
4四半期純利益CAGR
7.7%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年2月12日
EPS:$0.94
|売上高:$2.58B
財務レポート
財務データ
全年度
Form 10-Q - Q1 2026
会計期末: 2025年10月31日|提出日: 2025年11月20日|売上高: $2.47B+15.7%|EPS: $0.49-9.3%予想を下回るForm 10-K - FY 2025
会計期末: 2025年7月31日|提出日: 2025年8月29日|売上高: $9.22B+14.9%|EPS: $1.71-57.7%予想を上回るForm 10-Q - Q3 2025
会計期末: 2025年4月30日|提出日: 2025年5月21日|売上高: $2.29B+15.3%|EPS: $0.39-9.3%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年1月31日|提出日: 2025年2月14日|売上高: $2.26B+14.3%|EPS: $0.41-85.0%予想を下回るForm 10-Q - Q1 2025
会計期末: 2024年10月31日|提出日: 2024年11月21日|売上高: $2.14B+13.9%|EPS: $0.54+74.2%予想を下回るForm 10-K - FY 2024
会計期末: 2024年7月31日|提出日: 2024年9月6日|売上高: $8.03B+16.5%|EPS: $4.04+453.4%予想を上回るForm 10-Q - Q3 2024
会計期末: 2024年4月30日|提出日: 2024年5月21日|売上高: $1.98B+15.3%|EPS: $0.43+145.7%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年1月31日|提出日: 2024年2月21日|売上高: $1.98B+19.3%|EPS: $2.74+1857.1%予想を上回る