RPD Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Rapid7 closed out fiscal 2025 with a Q4 beat on both top and bottom lines, though the results told a more complicated story beneath the surface. The cybersecurity company posted non-GAAP EPS of $0.44, topping the $0.42 consensus estimate by 5.87%, wh… Read more Rapid7 closed out fiscal 2025 with a Q4 beat on both top and bottom lines, though the results told a more complicated story beneath the surface. The cybersecurity company posted non-GAAP EPS of $0.44, topping the $0.42 consensus estimate by 5.87%, while revenue of $217.39 million edged 1.03% above expectations and grew 0.5% year-over-year, with product subscriptions accounting for $209.15 million of the total. The beat, however, came alongside margin compression, as non-GAAP operating income fell to $30.13 million from $39.99 million a year ago, reflecting heavier investment in sales and marketing costs that climbed to $79.72 million from $72.77 million. Annualized recurring revenue held flat at $840 million, and the company's forward outlook added further caution, with full-year 2026 revenue guided to $835 to $843 million, a 2% to 3% decline, and non-GAAP EPS of $1.50 to $1.60. Multiple analysts promptly trimmed price targets following the guidance, citing concerns over projected revenue contraction and decelerating growth in the Detection and Response business.