Palo Alto Networks (PANW) Q1 2026 10-Q Quarterly Report

Filed: Feb 18, 2026Period ending Jan 31, 2026
Industrials
Computer Peripheral Equipment, NECSEC EDGAR

Palo Alto Networks (PANW) 10-Q quarterly report for Q1 2026, filed with SEC EDGAR on Feb 18, 2026 for the fiscal period ending Jan 31, 2026. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Palo Alto Networks Q1 2026 10-Q Analysis

Management Discussion & Analysis

  • Revenue $2.594B Q2 FY26, up 15% YoY from $2.257B in Q2 FY25
  • Operating margin 15.3% Q2 FY26 vs 10.6% Q2 FY25, gross margin 73.6% vs 73.5% YoY
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Risk Factors

  • New risk: Impact of new U.K. Data (Use and Access) Act 2025 on U.K. GDPR compliance, creating regulatory uncertainty and higher compliance costs
  • Most materially updated risk: CyberArk acquisition integration risks with potential disruption, increased competition, and uncertainty about realizing synergies
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Palo Alto Networks Q1 2026 Quarterly Financials
XBRL

Revenue

$2.6B

+14.9% YoY +4.9% QoQ

Net Income

$432M

+61.6% YoY +29.3% QoQ

Net Margin

16.7%

+481bp YoY +315bp QoQ

Source: XBRL data from Palo Alto Networks Q1 2026 10-Q filing on SEC EDGAR. All figures in USD.

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