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Zscaler, Inc.

NASDAQ•ZS
CEO: Mr. Jagtar Singh Chaudhry
板块: Technology
行业: Software - Infrastructure
上市日期: 2018-03-16
Zscaler, Inc. operates as a cloud security company worldwide. The company offers Zscaler Internet Access solution that provides users, workloads, IoT, and OT devices secure access to externally managed applications, including software-as-a-service (SaaS) applications and internet destinations; and Zscaler Private Access solution, which is designed to provide access to managed applications hosted internally in data centers, and private or public clouds. It also provides Zscaler Digital Experience that measures end-to-end user experience across business applications, as well as provides an easy-to-understand digital experience score for each user, application, and location within an enterprise. In addition, the company offers Posture Control solutions comprising cloud applications and workload data security to protect data in public cloud environments; and Cloud Infrastructure Entitlement Management that provides deep granularity into identity and privilege access management. Further, it provides Workload Segmentation solutions that secures application-to-application communications inside public clouds and data centers; and Zero Trust Device Segmentation solutions that offers agentless segmentation for enterprise IT and OT environments, as well as Zero Trust SD-WAN solutions. Its platform modules include Zscaler Central Authority, Zscaler Enforcement Node, and Zscaler Log Servers. The company serves customers in airlines and transportation, conglomerates, consumer goods and retail, financial services, healthcare, manufacturing, media and communications, public sector and education, technology, and telecommunications services industries. The company was formerly known as SafeChannel, Inc., and changed its name to Zscaler, Inc. in August 2008. Zscaler, Inc. was incorporated in 2007 and is headquartered in San Jose, California.
联系方式
120 Holger Way, San Jose, CA, 95134, United States
408-533-0288
www.zscaler.com
市值
$24.91B
市盈率 (TTM)
-368.8
42.4
股息率
--
52周最高
$336.99
52周最低
$140.56
52周范围
8%
排名52Top 73.5%
2.9
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
疲弱 • 2.9 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q2 2026 数据

营业收入

$815.75M+0.00%
近4季度走势

每股收益

-$0.21+0.00%
近4季度走势

自由现金流

$239.06M+0.00%
近4季度走势

2026 Q2 财报亮点

核心亮点

Six Month Revenue Growth Revenue reached $1.604 B for six months ended Jan 31, 2026, marking a strong 26% increase versus prior year.
Strong Cash Position Maintained Cash and short-term investments totaled $3.362 B as of January 31, 2026, supporting working capital needs.
Major Security Acquisitions Completed Completed Red Canary acquisition for $651.4 M cash, accelerating Agentic AI-driven security innovations.
Annual Recurring Revenue Growth Annual Recurring Revenue (ARR) reached $3.359 B as of January 31, 2026, showing strong subscription momentum.

关注风险

Continued Operating Losses Net loss widened to $45.9 M for six months ended Jan 31, 2026; expects losses to continue in future.
Operating Expense Increase Total operating expenses grew to $1.316 B for six months, driven by increased headcount and R&D investments.
Cloud Adoption Uncertainty Growth results depend on broad market acceptance of cloud platform; failure to adopt could adversely affect results.
Intellectual Property Litigation Risk Exposure to patent infringement claims and litigation costs could materially harm financial condition and divert resources.

前瞻展望

Investment Focus on Growth Intends to invest significantly in sales/marketing and R&D to enhance platform functionality and expand global customer base.
Foreseeable Loss Expectation Expect to incur net losses for foreseeable future due to ongoing investments in growth, R&D, and legal accruals.
Post-Period Acquisition Activity Acquired SquareX Holdings for approximately $113.0 M cash on February 5, 2026, extending browser capabilities.
Future Capital Requirements May need to raise additional capital through debt or equity financing to fund growth and capital expenditures.

同行对比

营业收入 (TTM)

XYZ stock ticker logoXYZ
$24.19B
+0.3%
NXPI stock ticker logoNXPI
$12.27B
-2.7%
WDC stock ticker logoWDC
$10.73B
+4.7%

毛利率 (最新季度)

TEAM stock ticker logoTEAM
85.0%
+0.3pp
FICO stock ticker logoFICO
83.0%
+2.8pp
DDOG stock ticker logoDDOG
80.4%
+0.1pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
WDC$88.59B23.764.2%29.8%
STX$81.78B40.9-889.4%51.7%
FTNT$63.44B33.2123.6%9.6%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
6.4%
稳定增长
4季度净利润复合增长率
N/M
盈利状态转变
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年5月27日
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