Tenable Holdings (TENB) Q3 2025 Earnings
Reported Oct 29, 2025 at 4:17 PM ET · SEC Source
Q3 25 EPS
$0.42
BEAT +13.42%
Est. $0.37
Q3 25 Revenue
$252.4M
BEAT +2.02%
Est. $247.5M
vs S&P Since Q3 25
+15.2%
BEATING MARKET
TENB +24.9% vs S&P +9.7%
Market Reaction
Did TENB Beat Earnings? Q3 2025 Results
Tenable Holdings posted a strong third quarter, with both earnings and revenue clearing Wall Street expectations as the cybersecurity firm's exposure management platform continued to gain traction. The Columbia, Maryland-based company reported non-GA… Read more Tenable Holdings posted a strong third quarter, with both earnings and revenue clearing Wall Street expectations as the cybersecurity firm's exposure management platform continued to gain traction. The Columbia, Maryland-based company reported non-GAAP diluted EPS of $0.42, beating the $0.37 consensus estimate by 13.42%, while revenue grew 11.2% year-over-year to $252.44 million, edging past the $247.45 million consensus by 2.02%. The clearest driver behind the beat was accelerating demand for the Tenable One Exposure Management platform, which helped push remaining performance obligations up 20.4% year-over-year to $928.86 million, signaling durable forward demand. The company also swung to GAAP profitability, posting net income of $2.26 million against a net loss of $9.21 million a year ago, while non-GAAP operating margin expanded 350 basis points to 23.3%. Institutional investors have taken notice of the improving financials, with several funds recently adding to their positions. Management raised full-year 2025 revenue guidance to $988.00 to $992.00 million and lifted non-GAAP diluted EPS guidance to $1.51 to $1.54.
Key Takeaways
- • Strong demand for Tenable One Exposure Management platform
- • Industry shift toward preemptive cybersecurity approach
- • Recurring revenue representing 95% of total revenue
- • Non-GAAP operating margin expansion of 350 basis points year-over-year
TENB YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
TENB Revenue by Segment
With YoY comparisons, source: SEC Filings
“We delivered better-than-expected results on both the top and bottom line driven by strong demand for our Tenable One Exposure Management platform. Our outperformance reflects the industry's shift toward a more preemptive approach to cybersecurity.”
— Steve Vintz, Q3 2025 Earnings Press Release
TENB Earnings Trends
TENB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TENB EPS Trend
Earnings per share: estimate vs actual
TENB Revenue Trend
Quarterly revenue: estimate vs actual
TENB Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.42 | $0.47 | +13.14% | $262.1M | +1.05% |
| Q4 25 BEAT FY | $0.41 | $0.48 | +15.94% | $260.5M | +3.46% |
| FY Full Year | — | $1.59 | — | $999.4M | — |
| Q3 25 BEAT | $0.37 | $0.42 | +13.42% | $252.4M | +2.02% |
| Q2 25 BEAT | $0.30 | $0.34 | +12.32% | $247.3M | +2.13% |