FTNT Fortinet

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Integrated cybersecurity platform (Fortinet Security Fabric) spanning secure networking, unified SASE, and AI-driven SecOps sold via two-tier channel distribution
• • FortiAI introduced as dual-layer "AI for Security / Security for AI" framework, including FortiAI-SecureAI protecting LLMs and APIs — new emphasis on AI infrastructure defense

Risk Factors

• • Taiwan manufacturing concentration: majority of hardware manufactured in Taiwan; China-Taiwan tensions could critically disrupt production and supply
• • Single distributor 32% of total net accounts receivable as of December 31, 2025; six distributors combined at 67%

Management Discussion & Analysis

• • Revenue $6.80B in 2025, up 14% YoY (+$843.8M); product +16% to $2.22B, service +13% to $4.58B; EMEA fastest-growing region at +18%
• • Total gross margin 80.5% vs 80.6%; product margin 67.3% vs 65.8%; service margin 86.8% vs 87.5%; operating margin 30.7% vs 30.3%

Management Discussion & Analysis

• • Revenue $1.72B Q3 2025, up 14% YoY from $1.51B; Nine months $4.89B, up 14% YoY from $4.30B
• • Operating margin 31.7% Q3 2025 vs 31.2% YoY; Nine months 29.8% vs 28.6% YoY; Gross margin 80.8% Q3 2025 vs 82.5% YoY

Risk Factors

• • New sales channel risk: One distributor accounted for 25% of net accounts receivable as of 9/30/25, increasing credit and liquidity risk concentration
• • Most updated regulatory risk: New DOGE (Department of Government Efficiency) policies reduce federal spending, employees, agencies, risking contract modifications and revenue declines

What are the latest FTNT SEC filings in 2026?

Fortinet (FTNT) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on November 7, 2025, an 8-K current report on February 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did FTNT file its most recent 10-K annual report?

Fortinet (FTNT) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view FTNT 10-Q quarterly reports?

Fortinet (FTNT)'s most recent 10-Q quarterly report was filed on November 7, 2025. SignalX displays every FTNT 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has FTNT filed recently?

Fortinet (FTNT)'s most recent 8-K was filed on February 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find FTNT insider trading activity (Form 4)?

SignalX aggregates every FTNT Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does FTNT file with the SEC?

Fortinet (FTNT) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new FTNT filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Fortinet (FTNT).

What is FTNT's SEC CIK number?

Fortinet (FTNT)'s SEC CIK (Central Index Key) number is 1262039. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1262039 to look up all FTNT filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find FTNT return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Fortinet (FTNT) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.