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F5 (FFIV) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2026, F5 Networks (FFIV - Free Report) reported revenue of $917.43 million, up 13.3% over the same period last year. EPS came in at $4.42, compared to $4.39 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $884.38 million, representing a surprise of +3.74%. The company delivered an EPS surprise of +4.25%, with the consensus EPS estimate being $4.24.

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 F5 performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net revenues- Services: $407.66 million compared to the $407.93 million average estimate based on six analysts. The reported number represents a change of +3% year over year.
  • Net revenues- Products: $509.77 million versus the six-analyst average estimate of $476.48 million. The reported number represents a year-over-year change of +23.1%.
  • Net product revenues- Software: $271 million compared to the $242.79 million average estimate based on five analysts. The reported number represents a change of +18.6% year over year.
  • Net product revenues- Systems: $239 million versus the five-analyst average estimate of $233.39 million. The reported number represents a year-over-year change of +28.8%.

View all Key Company Metrics for F5 here>>>

Shares of F5 have returned +6% over the past month versus the Zacks S&P 500 composite's -0.8% 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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