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Check Point Software (CHKP)
NASDAQ:CHKP
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.4Last Year’s EPS
2.21Same Quarter Last Year
Moderate Buy
Based on 28 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced results: the company reported solid revenue and subscription momentum, strong profitability, robust cash generation and strategic M&A to build AI and exposure-management capabilities. Offsetting these positives are short-term headwinds to product revenue recognition, margin pressure from memory price increases and FX, elevated operating expenses and acquisition-related dilution, and guidance that implies modest overall revenue growth. Management emphasizes execution and longer-term acceleration tied to go-to-market and successful integration of new capabilities.Company Guidance
Solid Quarterly and Full-Year Revenues
Q4 revenue $745M, up 6% year-over-year; FY2025 revenue $2.725B, up 6% YoY; both above the midpoint of guidance (Q4 $1M above midpoint; FY $5M above midpoint).
Subscription Momentum
Subscription revenues grew 11% YoY in Q4; recurring calculated billing (subscription + maintenance) grew 10% YoY; company provided subscription guidance showing acceleration (FY subscription growth expected 10%–14%, midpoint 12%).
Strong Emerging-product Growth
Emerging products (e-mail security, SASE and ERM) delivered >40% ARR growth in Q4; e-mail ARR passed $160M and management expects to exceed $200M ARR this year.
Healthy Profitability and Margins
Q4 non-GAAP operating income $302M representing a 41% operating margin; Q4 gross margin 89% (FY gross margin 88%); FY non-GAAP operating income $1.140B (41% margin).
Strong Cash Position and Cash Flow
End-of-quarter cash $4.3B; net proceeds of $1.8B from $2B convertible notes issuance; Q4 operating cash flow $310M (+24% YoY) representing 42% of Q4 revenue; FY operating cash flow $1.234B (+17%).
Balance-sheet and Capital Actions
Completed $2B convertible notes offering, repurchased 2.2M shares for $425M (avg $193); continued M&A and tuck-in acquisitions to strengthen product pillars (Rotate, SyCOps/Cyclops, Siyata, Lakira, Laera, Verity referenced).
Backlog and Billing Metrics Improving
Q4 calculated billings $1.039B (+8% YoY); RPO up 8% to $2.7B; annual calculated billings grew 9% to $2.9B; current calculated billing grew 6% YoY.
Strategic Positioning for AI Security
Company defined 4 strategic pillars (hybrid mesh, workspace, exposure management, AI security), announced targeted acquisitions to build AI security and exposure-management capabilities, and emphasized go-to-market realignment to capture AI-driven demand.
CHKP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CHKP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $176.47 | $164.47 | -6.80% |
Oct 28, 2025 | $191.72 | $203.56 | +6.18% |
Jul 30, 2025 | $218.33 | $186.67 | -14.50% |
Apr 23, 2025 | $212.31 | $204.26 | -3.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Check Point Software (CHKP) report earnings?
Check Point Software (CHKP) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is Check Point Software (CHKP) earnings time?
Check Point Software (CHKP) earnings time is at Apr 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CHKP EPS forecast?
CHKP EPS forecast for the fiscal quarter 2026 (Q1) is 2.4.
