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Palo Alto Networks, Inc.

NASDAQ•PANW
執行長: Mr. Nikesh Arora C.F.A.
板塊: Technology
行業: Software - Infrastructure
上市日期: 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.
聯絡資訊
3000 Tannery Way, Santa Clara, CA, 95054, United States
408-753-4000
www.paloaltonetworks.com
市值
$190.56B
本益比 (TTM)
241.9
43.1
股息率
--
52周最高
$302.95
52周最低
$139.57
52周範圍
86%
排名33Top 25.7%
4.8
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
一般 • 4.8 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025

財務儀表板

Q3 2026 數據

營業收入

$3.00B+0.00%
近4季度走勢

每股收益

-$0.29+0.00%
近4季度走勢

自由現金流

$788.00M+0.00%
近4季度走勢

2026 Q2 財報亮點

核心亮點

Revenue Growth Strong Total revenue reached $5.07B for six months ended January 31, 2026, marking a 15% increase compared to prior period.
Operating Income Jumps Operating income was $706M for the six months, showing substantial 34% growth over the comparable prior period results.
Major Acquisitions Completed Closed Chronosphere for $3.0B and CyberArk ($2.3B cash portion), adding significant goodwill of $2.36B.
Strong Cash Generation Cash provided by operating activities totaled $2.33B for six months, reflecting strong underlying business performance.

關注風險

Integration Risks High Integrating recent CyberArk and Chronosphere acquisitions presents complex operational challenges and potential synergy realization delays.
Operating Expense Increases General and administrative expenses grew 42% to $357M for six months, driven by increased personnel costs and acquisition expenses.
Channel Partner Reliance Substantially all revenue relies on channel partners; partner failure limits distribution ability and harms operating results significantly.
Macroeconomic Uncertainty Global economic instability, geopolitical turmoil, and trade policy changes pose risks to customer spending and supply chain stability.

未來展望

RPO Provides Visibility Remaining performance obligations stand at $16.0B as of January 31, 2026, providing strong indication of future recognized revenue.
CyberArk Integration Planned CyberArk acquisition will be accounted for as a business combination in the third quarter of fiscal 2026, expanding security scope.
R&D Investment Continues Research and development expense is expected to increase in absolute dollars to invest in future products and services.
Share Repurchase Available $1.0B remains available under the current share repurchase authorization expiring December 31, 2026.

同行對比

營業收入 (TTM)

SONY stock ticker logoSONY
$83.64B
+0.7%
ACN stock ticker logoACN
$72.11B
+7.3%
INTC stock ticker logoINTC
$53.76B
+1.4%

毛利率 (最新季度)

ADBE stock ticker logoADBE
89.2%
-0.1pp
FTNT stock ticker logoFTNT
80.3%
-1.0pp
CRWD stock ticker logoCRWD
75.3%
+0.8pp

關鍵指標

股票代碼
市值
本益比 (TTM)
股東權益報酬率 (TTM)
負債率
INTC$626.09B-199.5-3.0%21.9%
KLAC$332.50B71.389.1%36.4%
TXN$274.05B51.032.5%40.9%

長期趨勢

近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
5.8%
穩定增長
4季度淨利複合增長率
N/M
盈利狀態轉變
現金流穩定性
100%
現金流表現優異

深度研究

下次財報:2026年8月17日
|
每股收益:$0.97
|
營業收入:$3.35B
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