Qualys Q2 revenue up 10%, beats analyst estimates
Overview
Qualys Q2 revenue grows 10% yr/yr, beating analyst expectations, per LSEG data
Adjusted EPS for Q2 beats consensus, driven by solid operational performance
Company raises full-year 2025 revenue guidance to $656-$662 mln
Outlook
Qualys sees Q3 2025 revenue between $164.5 mln and $167.5 mln
Company expects Q3 GAAP EPS of $1.00 to $1.10
Qualys projects full-year 2025 revenue of $656 mln to $662 mln
Company raises full-year non-GAAP EPS guidance to $6.20-$6.50
Result Drivers
FEDRAMP SOLUTION - Introduction of a new FedRAMP High solution for government use, enhancing security offerings
AI EXPANSION - Expanded TotalAI solution with advanced AI security capabilities to improve threat coverage
PARTNERSHIPS - Launched mROC Alliance Partners to strengthen global risk management impact
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $164.10 mln | $161.20 mln (19 Analysts) |
Q2 Adjusted EPS | Beat | $1.68 | $1.47 (19 Analysts) |
Q2 Adjusted Net Income | Beat | $61.20 mln | $53.80 mln (16 Analysts) |
Q2 Adjusted EBITDA | Beat | $73.40 mln | $68.40 mln (13 Analysts) |
Q2 Adjusted Operating Income | Beat | $70.10 mln | $63.70 mln (18 Analysts) |
Q2 Adjusted Gross Margin | 84.0% | ||
Q2 Adjusted Gross Profit | $137.80 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 16 "hold" and 3 "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy."
Wall Street's median 12-month price target for Qualys Inc is $140.00, about 3% above its August 4 closing price of $135.82
The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 21 three months ago
Press Release:
