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Rubrik, Inc. (RBRK) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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Rubrik, Inc. (RBRK - Free Report) reported $427.26 million in revenue for the quarter ended July 2026, representing a year-over-year increase of 37.9%. EPS of $0.20 for the same period compares to -$0.03 a year ago.

The reported revenue represents a surprise of +7.78% over the Zacks Consensus Estimate of $396.41 million. With the consensus EPS estimate being $0.04, the EPS surprise was +400%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Rubrik, Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Cloud ARR: $1,480,000.00 compared to the $1,482,335.00 average estimate based on four analysts.
  • Subscription ARR: $1,660,903.00 compared to the $1,641,386.00 average estimate based on four analysts.
  • Customers with Subscription ARR of $100,000 or more: 3,084 compared to the 3,074 average estimate based on two analysts.
  • Revenue- Other: $20.1 million compared to the $12.45 million average estimate based on seven analysts. The reported number represents a change of +83.7% year over year.
  • Revenue- Subscription: $407.16 million versus $382.48 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +37.1% change.
  • Gross Profit- Subscription: $333.02 million versus $318.45 million estimated by three analysts on average.
  • Gross Profit- Other: $2.11 million versus $3.27 million estimated by three analysts on average.

View all Key Company Metrics for Rubrik, Inc. here>>>

Shares of Rubrik, Inc. have returned +33.7% over the past month versus the Zacks S&P 500 composite's +3.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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