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Dynatrace

DT Q3 2026 Earnings

Reported Feb 9, 2026 at 6:34 AM ET · SEC Source

Q3 26 EPS

$0.44

BEAT +7.19%

Est. $0.41

Q3 26 Revenue

$515.5M

BEAT +1.83%

Est. $506.2M

vs S&P Since Q3 26

+6.2%

BEATING MARKET

DT +12.0% vs S&P +5.8%

Market Reaction

Did DT Beat Earnings? Q3 2026 Results

Dynatrace posted a strong fiscal third quarter, with results beating Wall Street expectations across the board and prompting a raise to its full-year outlook. The observability software company reported non-GAAP EPS of $0.44, ahead of the $0.41 conse… Read more Dynatrace posted a strong fiscal third quarter, with results beating Wall Street expectations across the board and prompting a raise to its full-year outlook. The observability software company reported non-GAAP EPS of $0.44, ahead of the $0.41 consensus estimate by 7.19%, while revenue climbed 18.2% year over year to $515.47 million, topping the $506.23 million consensus by 1.83%. The quarter's standout driver was accelerating go-to-market momentum, including 12 deals exceeding $1.00 million in ARR and record new logo ARR, helping push total ARR to $1.97 billion, up 20% as reported. Log management crossing $100.00 million in annualized consumption dollars underscored broadening product adoption. Looking ahead, Dynatrace raised its full-year FY2026 revenue guidance to $2.01 billion and lifted non-GAAP EPS guidance to $1.67-$1.69, while also authorizing a new $1.00 billion share repurchase program, a signal analysts noted reflects management's confidence in sustained execution and enterprise demand for its AI-powered platform.

Key Takeaways

  • • Total ARR grew 20% YoY (16% constant currency) to $1,972 million
  • • Double-digit net new ARR growth for three consecutive quarters
  • • Log management surpassed $100 million in annualized consumption dollars, fastest-growing major product category
  • • Closed 12 deals greater than $1 million in ARR, 11 involving partners, 5 new logos contributing to record new logo ARR
  • • Subscription revenue grew 18% YoY to $493 million
  • • Non-GAAP operating margin of 30%
24/7 Wall St

DT YoY Financials

Q3 2026 vs Q3 2025, source: SEC Filings

24/7 Wall St

DT Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 26 Q4 26

“Our third quarter results surpassed the high end of our guidance across all top line growth and profitability metrics. Notably, we've generated double-digit net new ARR growth for three consecutive quarters, which reflects the growing number of enterprises adopting Dynatrace as their end-to-end observability platform.”

— Rick McConnell, Q3 2026 Earnings Press Release

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