RBRK Q3 2026

Q4 2026 Q3 2026 Q2 2026 Q1 2026

Earnings

Rubrik delivered a standout fiscal third quarter for 2026, posting results that well exceeded Wall Street expectations as the cybersecurity and data management company's subscription-driven model showed accelerating momentum. Revenue reached $350.17 … Read more Rubrik delivered a standout fiscal third quarter for 2026, posting results that well exceeded Wall Street expectations as the cybersecurity and data management company's subscription-driven model showed accelerating momentum. Revenue reached $350.17 million, up 48.3% year-over-year and ahead of the $320.51 million consensus, while non-GAAP diluted EPS came in at $0.10, a 158% beat relative to the $0.17 loss analysts had anticipated. The primary engine behind the outperformance was subscription revenue, which climbed 52% year-over-year to $336.39 million, pushing subscription ARR to $1.35 billion, a 34% gain. Equally notable, the company swung to non-GAAP operating profitability, posting $10.08 million in non-GAAP operating income against a $31.22 million loss a year ago, reflecting meaningful operating leverage as gross margins expanded to 80.5% on a GAAP basis. Free cash flow surged to $76.89 million, up sharply from $15.57 million a year prior. Looking ahead, management raised its full-year revenue outlook to approximately $1.28 billion, with free cash flow guided between $194 million and $202 million, signaling sustained confidence in the company's growth trajectory.