Q3 26 EPS
$0.25
BEAT +24.01%
Est. $0.20
Q3 26 Revenue
$244.4M
BEAT +2.11%
Est. $239.3M
vs S&P Since Q3 26
-28.3%
TRAILING MARKET
GTLB -17.9% vs S&P +10.4%
Market Reaction
Did GTLB Beat Earnings? Q3 2026 Results
GitLab delivered a convincing beat across the board in its fiscal third quarter of 2026, with non-GAAP EPS of $0.25 clearing the $0.20 consensus by 24.01% and revenue of $244.35 million topping estimates by 2.11% while climbing 24.6% year over year, … Read more GitLab delivered a convincing beat across the board in its fiscal third quarter of 2026, with non-GAAP EPS of $0.25 clearing the $0.20 consensus by 24.01% and revenue of $244.35 million topping estimates by 2.11% while climbing 24.6% year over year, a result driven in large part by sustained subscription momentum and expanding enterprise adoption. The company's customer base with more than $100,000 in annual recurring revenue grew 23% to 1,405, and a Dollar-Based Net Retention Rate of 119% underscored the platform's upsell traction. Non-GAAP operating income more than doubled to $43.68 million, lifting the non-GAAP operating margin to 18% from 13% a year ago, while remaining performance obligations crossed $1 billion. The quarter also drew some scrutiny over softness in the small business segment and public sector headwinds, though the headline numbers told a largely constructive story. Looking ahead, GitLab guided Q4 revenue of $251–$252 million and full-year fiscal 2026 revenue of $946–$947 million, with investors already looking toward what comes next.
Key Takeaways
- • 25% year-over-year revenue growth
- • Customers with >$100K ARR grew 23% year-over-year to 1,405
- • Dollar-Based Net Retention Rate of 119%
- • Total RPO grew 27% year-over-year to approximately $1.0 billion
- • Current RPO grew 28% to $659.1 million
- • Non-GAAP operating margin expanded to 18% from 13% year-over-year
GTLB YoY Financials
Q3 2026 vs Q3 2025, source: SEC Filings
GTLB Revenue by Segment
With YoY comparisons, source: SEC Filings
“More code means more of a need for GitLab. Engagement is growing across our platform as we are a critical part of how our customers deliver high quality, secure software. We've architected GitLab and Duo Agent Platform to provide intelligent orchestration across the software lifecycle, facilitate trust and accuracy in an AI world, and help accelerate the end to end software delivery process required to win.”
— Bill Staples, Q3 2026 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% |