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Zscaler, Inc.

NASDAQ•ZS
執行長: Mr. Jagtar Singh Chaudhry
板塊: Technology
行業: 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.
聯絡資訊
120 Holger Way, San Jose, CA, 95134, United States
408-533-0288
www.zscaler.com
市值
$19.72B
本益比 (TTM)
-289.5
38.6
股息率
--
52周最高
$336.99
52周最低
$114.63
52周範圍
4%
排名52Top 73.5%
2.9
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
疲弱 • 2.9 / 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

Q2 2026 數據

營業收入

$815.75M+0.00%
近4季度走勢

每股收益

-$0.21+0.00%
近4季度走勢

自由現金流

$239.06M+0.00%
近4季度走勢

2026 Q2 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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

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
WDC$118.72B31.764.2%29.8%
STX$111.93B56.0-889.4%51.7%
MPWR$67.40B108.117.9%0.6%

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
6.4%
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5月27日
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