Q4 25 EPS
$0.33
BEAT +44.67%
Est. $0.23
Q4 25 Revenue
$211.4M
BEAT +2.40%
Est. $206.5M
vs S&P Since Q4 25
-71.2%
TRAILING MARKET
GTLB -40.9% vs S&P +30.3%
Full Year 2025 Results
FY 25 EPS
$0.74
FY 25 Revenue
$759.2M
Market Reaction
Did GTLB Beat Earnings? Q4 2025 Results
GitLab closed out its fiscal fourth quarter with a decisive beat on both the top and bottom lines, posting non-GAAP EPS of $0.33 against a consensus estimate of $0.23, a 44.67% beat, while revenue of $211.43 million grew 29.1% year over year and edge… Read more GitLab closed out its fiscal fourth quarter with a decisive beat on both the top and bottom lines, posting non-GAAP EPS of $0.33 against a consensus estimate of $0.23, a 44.67% beat, while revenue of $211.43 million grew 29.1% year over year and edged past the $206.48 million estimate by 2.40%. The standout driver behind the profitability swing was a sharp non-GAAP operating margin expansion to 18% from just 8% a year ago, alongside GAAP net income of $10.78 million compared to a loss of $36.87 million in Q4 FY2024. Enterprise momentum reinforced the headline numbers, with customers spending more than $100,000 in ARR growing 29% to 1,229 and total RPO climbing 40% to $945 million. The strong quarter arrives, however, as the company navigates investor lawsuits alleging it overstated adoption of its GitLab Duo AI features. Looking ahead, GitLab guided full-year FY2026 revenue of $936 to $942 million and non-GAAP diluted EPS of $0.68 to $0.72, incorporating a new 22% long-term non-GAAP tax rate following an intellectual property relocation to the U.S.
Key Takeaways
- • 29% year-over-year revenue growth driven by enterprise customer demand
- • Non-GAAP operating margin expansion to 18% from 8% year-over-year
- • Customers with more than $100,000 ARR grew 29% to 1,229
- • Customers with more than $1M ARR increased 28% to 123
- • Dollar-Based Net Retention Rate of 123%
- • Total RPO grew 40% year-over-year to $945.0 million
- • Current RPO grew 35% to $579.2 million
GTLB YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
GTLB Revenue by Segment
With YoY comparisons, source: SEC Filings
“This quarter's results demonstrate the power of GitLab's innovative DevSecOps platform. AI is fundamentally changing the software development landscape. With the GitLab platform and GitLab Duo, customers can leverage AI that fully takes advantage of the GitLab platform which ensures their software quality, security, privacy, compliance, and governance requirements are met to deliver secure software faster.”
— Bill Staples, Q4 2025 Earnings Press Release
GTLB Earnings Trends
GTLB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
GTLB EPS Trend
Earnings per share: estimate vs actual
GTLB Revenue Trend
Quarterly revenue: estimate vs actual
GTLB Quarterly Results
10 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $0.20 | $0.23 | +12.30% | $264.2M | +3.79% |
| Q4 26 BEAT FY | $0.23 | $0.30 | +29.98% | $260.4M | +3.24% |
| FY Full Year | $0.89 | $0.96 | +7.29% | $955.2M | +0.86% |
| Q3 26 BEAT | $0.20 | $0.25 | +24.01% | $244.4M | +2.11% |
| Q2 26 BEAT | $0.16 | $0.24 | +46.25% | $236.0M | +3.86% |
| Q1 26 BEAT | $0.15 | $0.17 | +11.77% | $214.5M | +0.61% |
| Q4 25 BEAT FY | $0.23 | $0.33 | +44.67% | $211.4M | +2.40% |
| FY Full Year | — | $0.74 | — | $759.2M | — |
| Q3 25 BEAT | $0.16 | $0.23 | +44.38% | $196.0M | +4.14% |
| Q2 25 BEAT | $0.10 | $0.15 | +50.00% | $182.6M | +3.22% |
| Q3 24 BEAT | $-0.01 | $0.09 | +1,000.00% | $149.7M | +5.78% |
| Q3 23 BEAT | $-0.15 | $-0.10 | +33.33% | $113.0M | +6.54% |