RPD Q2 2025 Earnings
Reported Aug 7, 2025 at 4:05 PM ET · SEC Source
Q2 25 EPS
$0.58
BEAT +30.84%
Est. $0.44
Q2 25 Revenue
$214.2M
BEAT +1.01%
Est. $212.1M
vs S&P Since Q2 25
-78.8%
TRAILING MARKET
RPD -63.7% vs S&P +15.1%
Market Reaction
Did RPD Beat Earnings? Q2 2025 Results
Rapid7 delivered a stronger-than-expected second quarter, posting non-GAAP diluted EPS of $0.58 against a consensus estimate of $0.44, a beat of 30.84%, while revenue of $214.19 million edged past expectations by 1.01% and grew 3.0% year-over-year. T… Read more Rapid7 delivered a stronger-than-expected second quarter, posting non-GAAP diluted EPS of $0.58 against a consensus estimate of $0.44, a beat of 30.84%, while revenue of $214.19 million edged past expectations by 1.01% and grew 3.0% year-over-year. The primary engine behind the result was product subscriptions revenue, which climbed 4% to $208.10 million, more than offsetting a sharp 23% decline in professional services. Annualized recurring revenue reached $840.61 million, up 3% from a year ago, as the company's customer base grew to 11,643. Perhaps as telling as the headline numbers was the cash generation story, with operating cash flow surging to $47.54 million from $32.86 million in Q2 2024, a sign analysts noted points to earnings quality well above what statutory figures suggest. UBS lifted its price target on the stock following the print, maintaining a Buy rating. Looking ahead, Rapid7 guided Q3 revenue of $215 to $217 million and set full-year free cash flow expectations of $125 to $135 million, signaling steady if measured forward momentum.
Key Takeaways
- • Detection and Response business remains a consistent growth engine
- • Growing customer interest in the Command Platform strategy
- • Product subscriptions revenue grew 4% YoY to $208 million
- • Rest of world revenue grew 10% YoY
- • Strong free cash flow of $42 million, up from $29 million YoY
RPD YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
RPD Revenue by Segment
With YoY comparisons, source: SEC Filings
RPD Revenue by Geography
With YoY comparisons, source: SEC Filings
“Our Detection and Response business remains a consistent growth engine, and we are encouraged by growing customer interest in our Command Platform strategy.”
— Corey Thomas, Q2 2025 Earnings Press Release
RPD Earnings Trends
RPD vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
RPD EPS Trend
Earnings per share: estimate vs actual
RPD Revenue Trend
Quarterly revenue: estimate vs actual
RPD Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.30 | $0.36 | +18.77% | $209.7M | +0.86% |
| Q4 25 BEAT FY | $0.42 | $0.44 | +5.87% | $217.4M | +1.03% |
| FY Full Year | — | $2.08 | — | $859.8M | — |
| Q3 25 BEAT | $0.46 | $0.57 | +24.89% | $218.0M | +0.84% |
| Q2 25 BEAT | $0.44 | $0.58 | +30.84% | $214.2M | +1.01% |