F5 is executing a successful transition from hardware to software, evidenced by revenue growth accelerating to 10.9% in Q3 FY2026 and gross margins expanding to 82.2% on a favorable mix shift. The company's fortress balance sheet, with a debt-to-equity ratio o...
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Revenue growth accelerated to 10.9% year-over-year in Q3 FY2026, with gross margin expanding to 82.2% from 80.4% a year earlier, reflecting a favorable software mix shift and emerging operating leverage as SG&A grew only 0.8% sequentially.
F5 is recognized as a leader in WAF, API security, app delivery, and bot defense, with award-winning solutions that integrate seamlessly.
F5 reported record quarterly and annual results, surpassing US$3 billion in revenue and showing modest year-on-year growth in net income and EPS.
A bullish case hinges on F5 successfully managing the final stages of its business model transition, ensuring long-term growth.
Trailing total returns as of 9/22/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $4.73+18.3% vs $4.00 | $865M+3.7% vs $835M |
Q2 2026 Apr 28, 2026 | $3.90+12.7% vs $3.46 | $812M+3.6% vs $784M |
Q1 2026 Jan 27, 2026 | $4.45+22.3% vs $3.64 | $822M+7.6% vs $764M |
Q4 2025 Oct 27, 2025 | $4.39+10.6% vs $3.97 | $810M+1.9% vs $795M |
Engineers Gate Manager LP reduced its stake in F5, Inc. (NASDAQ: FFIV) by 91.9% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,444 shares of the network technology company's stock after selling 39,179 shares during the quarter. Engineers Gate Manager LP's holdings
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced it has been positioned by Gartner® in the Market Shapers quadrant of the September 2026 Emerging Market Quadrant for AI Application Security—one of only two vendors to be recognized in that position.[1] According to Gartner, vendors evaluated in the Emerging Market Quadrant for AI Application Security are assessed across two axes: potential for market disruption and poten.
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced a strategic partnership with Omnissa, a leader in digital work platforms, to help enterprises build secure, resilient, and scalable virtual desktop and application delivery architectures. Supported by leading global channel and systems integration partners—such as Presidio—the collaboration combines F5's advanced application delivery and Zero Trust security capabilities w.
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced enhancements to F5 Distributed Cloud Bot Defense, introducing new device intelligence capabilities and specialized agentic AI protections. Together, these capabilities bring persistent device context and continuous risk decisioning to application security, giving organizations the real-time agent management designed to help welcome trusted digital interaction while helping.
Benchmark FFIV against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for F5, Inc. (FFIV)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $450.10 | $25.39B | 38.14 | 9.66% | 22.42% | 20.6% | — | |
| $111.46 | $439.31B | 33.47 | 11.77% | 20.95% | 27.39% | — | |
| $205.42 | $258.66B | 74.70 | 28.6% | 38.37% | 30.78% | — | |
| $38.94 | $2.83B | 29.95 | 4.47% | 13.71% | 7.42% | — | |
| $1.83 | $322.33M | 8.32 | 1.28% | 1.96% | 3.85% | — | |
| $371.76 | $253.36B | 232.35 | 14.87% | 2.67% | 1.68% | — |
F5, Inc. (FFIV) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
F5, Inc. (FFIV) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 27, 2026·SEC
Jun 23, 2026·SEC
Apr 28, 2026·SEC
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F5, Inc. (FFIV) stock FAQ — growth, dividends, profitability & financials explained
F5, Inc. (FFIV) reported $3.31B in revenue for fiscal year 2025. This represents a 68844% increase from $4.8M in 1998.
F5, Inc. (FFIV) grew revenue by 9.7% over the past year. This is steady growth.
Yes, F5, Inc. (FFIV) is profitable, generating $726.5M in net income for fiscal year 2025 (22.4% net margin).
F5, Inc. (FFIV) has a return on equity (ROE) of 20.6%. This is excellent, indicating efficient use of shareholder capital.
F5, Inc. (FFIV) generated $969.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
