QUALYS, INC. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Qualys reported Q2 2026 revenues of $182.2M (+11% YoY), GAAP net income of $52.4M ($1.50/share), and non-GAAP net income of $69.2M ($1.98/share). The company raised full-year 2026 revenue guidance from $721-727M to $732-738M (9-10% growth) and raised EPS guidance: GAAP from $5.40-5.61 to $5.76-5.90, and non-GAAP from $7.44-7.65 to $7.74-7.88. Operating cash flow surged 77% to $59.6M in Q2. Key wins include TotalCloud FedRAMP High Authorization and Converge insurance partnership.
Why this rating
Guidance raise of ~$11M midpoint (~1.5% of company market cap) on $732M base is modest; 9-10% growth is solid but not accelerating. Strong cash generation and execution offset by modest guidance upside relative to size.
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