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Compared to Estimates, Rapid7 (RPD) Q3 Earnings: A Look at Key Metrics

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For the quarter ended September 2026, Rapid7 (RPD - Free Report) reported revenue of $212.4 million, down 2.6% over the same period last year. EPS came in at $0.60, compared to $0.57 in the year-ago quarter.

The reported revenue represents a surprise of +1.56% over the Zacks Consensus Estimate of $209.14 million. With the consensus EPS estimate being $0.45, the EPS surprise was +33.33%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 Rapid7 performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Annualized recurring revenue: $819.7 billion compared to the $812.02 billion average estimate based on six analysts.
  • Number of customers: 11,854 versus the two-analyst average estimate of 11,625.
  • ARR per customer: $69,100.00 versus the two-analyst average estimate of $69,823.17.
  • Revenue- Professional services: $6.32 million compared to the $5.91 million average estimate based on six analysts. The reported number represents a change of -19.2% year over year.
  • Revenue- Product subscriptions: $206.09 million versus the six-analyst average estimate of $203.23 million. The reported number represents a year-over-year change of -1.9%.
  • Non-Gaap Gross Profit- Professional services: $1.07 million compared to the $0.53 million average estimate based on six analysts.
  • Non-Gaap Gross Profit- Product subscriptions: $152.26 million versus $150.54 million estimated by six analysts on average.

View all Key Company Metrics for Rapid7 here>>>

Shares of Rapid7 have returned +20.9% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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