Tenable Holdings

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
24/7 Wall St

TENB YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

TENB Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“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