Q4 26 EPS
$0.30
BEAT +29.98%
Est. $0.23
Q4 26 Revenue
$260.4M
BEAT +3.24%
Est. $252.2M
vs S&P Since Q4 26
+17.0%
BEATING MARKET
GTLB +26.7% vs S&P +9.7%
Full Year 2026 Results
FY 26 EPS
$0.96
BEAT +7.29%
Est. $0.89
FY 26 Revenue
$955.2M
BEAT +0.86%
Est. $947.0M
Market Reaction
Did GTLB Beat Earnings? Q4 2026 Results
GitLab delivered a strong finish to fiscal 2026, beating expectations on both fronts as Q4 revenue climbed 23.2% year-over-year to $260.40 million against a consensus estimate of $252.21 million, while non-GAAP diluted EPS of $0.30 cleared the $0.23 … Read more GitLab delivered a strong finish to fiscal 2026, beating expectations on both fronts as Q4 revenue climbed 23.2% year-over-year to $260.40 million against a consensus estimate of $252.21 million, while non-GAAP diluted EPS of $0.30 cleared the $0.23 estimate by 30.43%. The results were underpinned by accelerating enterprise adoption, customers spending more than $1 million in annual recurring revenue grew 26% year-over-year to 155, alongside the company's milestone crossing of $1 billion in total ARR, a validation of its DevSecOps platform strategy. Non-GAAP operating margin expanded to 21% from 18% a year earlier, reflecting meaningful operating leverage as the business scales. Looking ahead, GitLab guided Q1 FY2027 revenue to $253–$255 million and full-year revenue to $1.10–$1.12 billion, with full-year non-GAAP EPS of $0.76–$0.80, suggesting management expects the growth trajectory to hold even as the company invests in its newly launched Duo Agent Platform for AI-driven software development automation.
Key Takeaways
- • 23% year-over-year revenue growth in Q4
- • Dollar-Based Net Retention Rate of 118%
- • Customers with more than $1 million of ARR grew 26% year-over-year to 155
- • Customers with more than $100,000 of ARR grew 18% year-over-year to 1,456
- • Non-GAAP operating margin expanded to 21% from 18% year-over-year
- • Total RPO grew 20% year-over-year to $1.1 billion
- • cRPO grew 24% to $719.4 million
GTLB YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
GTLB Revenue by Segment
With YoY comparisons, source: SEC Filings
“GitLab sits at the heart of how enterprises build and deliver software. The launch of the GitLab Duo Agent Platform brings intelligent orchestration to the full software lifecycle, with all of the context needed to unlock step-function gains across every task in software engineering. As code volume explodes, security, compliance, and governance are no longer optional; they're existential. GitLab was built for this environment.”
— Bill Staples, Q4 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% |