F5, INC. — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
F5 reported fiscal year 2026 revenue of $3,417M (11% YoY growth) with product revenue up 19% to $1,793M. Non-GAAP EPS grew 10.6% to $17.49 from $15.81. The board authorized an additional $1.5B share repurchase program (incremental to $322M remaining), and guided FY27 revenue growth of 8-9% with non-GAAP EPS of $18.00-$18.30.
Why this rating
Solid 11% revenue growth and double-digit product growth are respectable but modest. $1.5B buyback (~10% of $15.4B market cap) is material capital allocation. FY27 guidance of 8-9% growth suggests deceleration. Operational execution is sound but not transformational.
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