FFIV at a glance
F5, Inc. (FFIV, SEC CIK 1048695) filed its latest 10-K annual report on November 25, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 27, 2026 and Form 4 insider filings as recently as September 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), F5, Inc. (FFIV) reported revenue of $3.1 billion (up 9.7% from FY2024) and net income of $692.4 million. Diluted EPS was $11.80.
- The most recent insider open-market sale reported on Form 4 was by MONTOYA MICHAEL F on September 14, 2026 of 240 shares at $408.96 per share.
- In the last 90 days, FFIV insiders reported 0 open-market purchases ($0) and 28 open-market sales ($6.8M) on Form 4, a net sale of $6.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.1B
- +9.7% vs prior year
- Insiders · 90 days
- 0 buys · 28 sells
- Net −$6.8M
- Latest 8-K
- Jul 27, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business model: Provides application delivery, security, and multi-cloud services and solutions
- No new products, services, or segments introduced or emphasized in this filing year
- No noted strategic shift or change in competitive positioning compared to prior year
- No quantitative metrics disclosed or updated in this business section
- Business section largely consists of incorporated references to Proxy Statement and prior filings, no standalone business description
Risk Factors
- Tax liabilities $99.3M uncertain tax positions with unknown timing of future cash outflows
- Purchase commitment $10M annual component inventory, $40M total over 4 years with supplier through 2026
- $171.1M cash used for acquisitions in fiscal 2025, up from $32.9M in fiscal 2024 impacting cash flow
- No borrowings under expired $350M Revolving Credit Facility as of Jan 31, 2025, potential liquidity constraint
- $502.1M cash used for stock repurchases and excise taxes in fiscal 2025, consistent with prior year
Management Discussion & Analysis
- Revenue $3.09B, up 9.7% YoY; products $1.51B (+18.5%), services $1.58B (+2.3%)
- Gross margin 81.4% vs 80.2%; product margin 22.4% vs 26.4%, service margin 14.9% vs 14.3%
- Best performing segment: Systems revenue $705.6M, up 31.3%; Worst: SaaS & managed services $175.6M, down 9.0%
- Operating cash flow $949.7M, up $157.3M; capital expenditures $43.3M; acquisitions $171.1M; stock repurchases $502.1M
- Management forecasts no material impact from new tax laws; monitors risks around tax provisions and international regulations
AI summary of the FFIV 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $865.1M, up 10.9% YoY from $780.4M
- Net margin 24.1% vs 24.3% YoY; operating margin 24.7% vs 25.2%
- Systems revenue $239.5M, up 32.4%; weakest software revenue $223.3M, up 7.4%
- Cash and investments $1.63B vs $1.36B; nine-month operating cash flow $841.4M
- Share repurchases $501.1M; macroeconomic uncertainty, tariffs, supply constraints, and cyber-incident costs as headwinds
Risk Factors
- New cybersecurity risk: AI coding agents enable faster vulnerability discovery and exploitation by nation-state and well-resourced threat actors
- New regulatory risk: AI deployment may trigger actions under evolving EU legislation and data-protection, privacy, and intellectual-property laws
- Most material operational update: Cyber Incident and third-party weaknesses could compromise multicloud products, customer data, and service availability
- Competitive risk: Customers may view AI tools as replacing application-delivery and security offerings, reducing demand
- Financial risk: Cyber events may increase remediation, protection, insurance, warranty, and litigation costs while delaying revenue
AI summary of the FFIV 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q3 fiscal 2026 results covered quarter ended June 30, 2026
- Press release issued July 27, 2026 and furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q3 FY26 revenue $865M, up 11% YoY; product revenue grew 19%, led by systems revenue growth of 32%
- GAAP diluted EPS $3.62 versus $3.25; non-GAAP diluted EPS $4.73 versus $4.16
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Gavin Munroe appointed F5 director effective June 17, 2026
- Board assignment to Risk and Audit Committees, strengthening oversight capabilities
Item 7.01: Regulation FD Disclosure
- F5 appointed Mr. Munroe to its Board of Directors, expanding board leadership
- Appointment may affect governance, oversight, and future strategic direction
Item EX-99.1: Item EX-99.1
- Gavin Munroe appointed director effective June 17, 2026, adding financial-services technology expertise
- Board expands to 10 members, including 9 independent directors
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Anand Eswaran appointed director effective April 24, 2026
- Audit and Talent and Compensation Committee membership adds oversight responsibilities
Item 8.01: Other Events
- Eswaran elected to F5’s Board on April 28, 2026
- Board addition may influence governance, oversight, and strategic direction
Item EX-99.1: Item EX-99.1
- Anand Eswaran appointed F5 director effective April 24, 2026
- Veeam CEO brings over 25 years of software, AI, and technology leadership experience
AI summaries of FFIV 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FFIV
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| MONTOYA MICHAEL F | Sell | Sep 14, 2026 | 240 | $408.96 |
| MONTOYA MICHAEL F | Sell | Sep 14, 2026 | 80 | $414.18 |
| MONTOYA MICHAEL F | Sell | Sep 14, 2026 | 1,173 | $411.50 |
| MONTOYA MICHAEL F | Sell | Sep 14, 2026 | 277 | $410.37 |
| MONTOYA MICHAEL F | Sell | Sep 14, 2026 | 920 | $412.38 |
| MONTOYA MICHAEL F | Sell | Sep 14, 2026 | 440 | $413.31 |
| MONTOYA MICHAEL F | Sell | Sep 14, 2026 | 1,296 | $406.24 |
| Maddison John Anthony | Sell | Sep 14, 2026 | 204 | $406.24 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.8B | $3.1B |
| Gross Profit | - | $2.3B | $2.5B |
| Operating Income | - | $658.6M | $765.9M |
| Net Income | - | $566.8M | $692.4M |
| Gross Margin | - | 80.2% | 81.4% |
| Op. Margin | - | 23.4% | 24.8% |
| Net Margin | - | 20.1% | 22.4% |
| Balance Sheet | |||
| Total Assets | $5.2B | $5.6B | $6.3B |
| Equity | $2.8B | $3.1B | $3.6B |
| ROE | - | 18.1% | 19.3% |
| Per Share | |||
| EPS | - | $9.55 | $11.80 |
| Cash Flow | |||
| Operating CF | - | $792.4M | $949.7M |
| CapEx | - | $30.4M | $43.3M |
Source: XBRL data in F5, Inc. (FFIV)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
FFIV filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 7, 2026 | - | - |
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FFIV SEC filings: frequently asked questions
Are FFIV insiders buying or selling?
In the last 90 days, F5, Inc. (FFIV) officers, directors and 10% owners reported no open-market purchases and 28 open-market sales worth $6.8 million by 9 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
What was FFIV's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), F5, Inc. (FFIV) reported revenue of $3.1 billion (up 9.7% from FY2024) and net income of $692.4 million. Diluted EPS was $11.80. The figures come from the XBRL data in the 10-K.
What are the main risks in FFIV's latest 10-K?
In the 10-K filed November 25, 2025, F5, Inc. (FFIV) flagged: Tax liabilities $99.3M uncertain tax positions with unknown timing of future cash outflows. Purchase commitment $10M annual component inventory, $40M total over 4 years with supplier through 2026. (AI summary of the Risk Factors section.)
What did FFIV report in its latest 8-K?
F5, Inc. (FFIV) filed an 8-K on July 27, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q3 fiscal 2026 results covered quarter ended June 30, 2026.
What are the latest FFIV SEC filings?
F5, Inc. (FFIV) filed its latest 10-K annual report on November 25, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 27, 2026 and a Form 4 insider filing on September 15, 2026.
What is FFIV's SEC CIK number?
F5, Inc. (FFIV)'s SEC Central Index Key (CIK) is 1048695. EDGAR lists every FFIV filing under that number.
Ask anything about FFIV
The research agent reads FFIV's filings, financials, insider trades and 13F holders, then answers with sources.