Tenable Holdings (TENB) Q4 2025 Earnings
Reported Feb 4, 2026 at 4:22 PM ET · SEC Source
Q4 25 EPS
$0.48
BEAT +15.94%
Est. $0.41
Q4 25 Revenue
$260.5M
BEAT +3.46%
Est. $251.8M
vs S&P Since Q4 25
+69.0%
BEATING MARKET
TENB +79.1% vs S&P +10.0%
Full Year 2025 Results
FY 25 EPS
$1.59
FY 25 Revenue
$999.4M
Market Reaction
Did TENB Beat Earnings? Q4 2025 Results
Tenable Holdings closed out fiscal 2025 on a strong note, posting Q4 revenue of $260.53 million, up 10.5% year-over-year and ahead of the $251.82 million consensus, while non-GAAP diluted EPS of $0.48 topped the $0.41 analyst estimate by nearly 16%. … Read more Tenable Holdings closed out fiscal 2025 on a strong note, posting Q4 revenue of $260.53 million, up 10.5% year-over-year and ahead of the $251.82 million consensus, while non-GAAP diluted EPS of $0.48 topped the $0.41 analyst estimate by nearly 16%. The cybersecurity firm's exposure management platform continued to gain commercial traction, with remaining performance obligations climbing 22.3% to $1.06 billion and long-term RPO surging 51%, underscoring the durability of its recurring revenue base. Full-year revenue reached $999.40 million, also up 11%, and non-GAAP operating margin widened to 21.9% from 20.5%, reflecting meaningful operating leverage. The company also expanded its share repurchase authorization by $150 million, bringing total remaining capacity to $338 million, a signal of management confidence that analysts noted alongside Cantor Fitzgerald's reaffirmed Overweight rating. Looking ahead, Tenable guided fiscal 2026 revenue of $1.06 to $1.07 billion and non-GAAP EPS of $1.81 to $1.90, projecting continued growth as enterprise adoption of its Tenable One platform accelerates.
Key Takeaways
- • Expanding Tenable One platform adoption and deeper customer engagement
- • AI-powered exposure management innovation
- • 11% year-over-year revenue growth in both Q4 and full year
- • Recurring revenue represented 95% and 96% of Q4 and full year revenue respectively
- • 502 new enterprise platform customers added
- • 5 net new six-figure customers
TENB YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
TENB Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are very pleased with the execution in the quarter and the full year as we delivered better-than-expected results across all of our guided metrics. Our focus on expanding Tenable One and ensuring AI remains central to every innovation is driving stronger platform adoption and deeper customer engagement.”
— Steve Vintz, Q4 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% |