Adjusted profit meets expectations. Rubrik, Inc (NYSE: RBRK) reported adjusted EPS of $0.04 for Q4 fiscal 2026, matching the consensus estimate. The software infrastructure provider delivered its second consecutive quarter of adjusted profitability, though results came in flat versus the prior quarter’s $0.04. On a GAAP basis, the company posted a loss of $0.43 per share, while net income reached $10.1 million.
Revenue climbs 7.9% year-over-year. Q4 revenue of $377.7 million rose 46% from $528.1 million in the year-ago quarter. The top line also accelerated 35.6% sequentially from Q3’s $278.5 million, marking the company’s strongest quarterly revenue to date. The 25-analyst consensus maintains a bullish stance with 24 Buy or Strong Buy ratings and just one Hold.
Guidance signals deceleration. Management’s Q1 fiscal 2027 outlook calls for adjusted EPS of negative $0.02 to negative $0.04 and revenue of $365 million to $367 million. The midpoint revenue guide of $366 million would represent a 3.1% sequential decline from Q4’s $377.7 million, an unusual step-down for a company that just posted 35.6% sequential growth. The return to adjusted losses in Q1 after two profitable quarters raises questions about the sustainability of the profitability trajectory.
This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.