Gen Digital Inc. (GEN)
NASDAQ:GEN
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.69Last Year’s EPS
0.64Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was strongly positive overall: management reported record revenue ($5.0B), robust bookings ($5.1B), double-digit EPS growth, industry-leading profitability (51% operating margin) and standout cash generation ($1.5B FCF). Trust-Based Solutions (MoneyLion, LifeLock, Engine) delivered rapid growth and Engine showed strong partnership momentum. Management raised FY27 guidance to 8%–10% revenue growth and mid-teens EPS, while achieving a stronger balance sheet (3x net leverage) and continued capital returns. Key risks discussed include lower margins in newer agentic offerings (due to third-party LLM costs), mix shift toward lower-margin TBS as it scales, and FX/market volatility—but these were framed as manageable given synergies, cross-sell opportunities and a disciplined capital allocation approach.Company Guidance
Record Revenue and EPS Growth
Fiscal 2026 revenue exceeded $5.0 billion for the first time (record $5.0B), up 27% reported and up 9% pro forma year-over-year; non-GAAP EPS reached $2.56, up 15% YoY and marking 10 consecutive quarters meeting the 12%–15% EPS growth target.
Strong Bookings and Q4 Results
Total bookings reached a record $5.1 billion, up 28% reported and up 10% pro forma; Q4 bookings were $1.36B (up 27% YoY, +10% pro forma) and Q4 revenue was $1.28B (up 27% YoY, +9% pro forma).
Exceptional Profitability and Cash Generation
Full-year operating income was $2.5 billion with a 51% operating margin; free cash flow was $1.5 billion (over 30% of revenue), up 26% YoY. Q4 operating income was $641M (50% margin); Q4 free cash flow was $449M.
Balance Sheet Strength and Capital Return
Exited FY26 at 3x net leverage (a year ahead of plan); reduced weighted average share count by 15M; deployed nearly $500M in Q4 to shareholders including $200M share repurchases (9M shares) and $200M debt repayment; $2.1B remaining share repurchase authorization.
Trust-Based Solutions Outperformance
Trust-Based Solutions (TBS) scaled rapidly: FY26 bookings growth ~24% and revenue growth ~23% pro forma (Q4 pro forma growth ~21% bookings / ~20% revenue); segment margin ~30% while establishing a multi-category offering including MoneyLion, LifeLock and Engine.
MoneyLion and Engine Momentum
MoneyLion completed its first full fiscal year under Gen with >40% revenue growth and a record Q4; Engine processed ~400M annual inquiries, more than tripled revenue over 3 years, signed 30+ new partnerships in Q4 and expanded into new distribution (Equifax, Microsoft Copilot, MSN AI, insurance).
Large and Growing Customer Base with Connected Accounts
Paid customer base reached 79 million (up from 68M a year ago); connected financial accounts hit 107 million in Q4, up 36% YoY, with ~1/3 of the paid base engaging financial wellness features.
Product & AI Leadership
Gen embedded AI across products and operations: Norton Neo secure browser and Agent Trust Hub launched; Genie scam detection embedded across Norton, Avast and partners; partnership with xAI and entry into OpenAI's Trusted Access for Cyber to leverage GPT-5.5; Norton presence shows LLM-driven traffic up 62% YoY in tracked prompts.
Improving Customer Metrics and Cross-Sell
Norton cross-sell penetration exceeded 26%; Norton 360 NPS nearly doubled YoY; LifeLock NPS reached 73 (up 4 points YoY) with LifeLock mobile revenue up ~50% and retention near 90%; cohort-level ARPU exiting FY26 is 7%–10% higher than two years ago.
Raised FY27 Guidance
Management raised FY27 outlook to pro forma revenue growth of 8%–10% and mid-teens EPS growth (guidance: revenue $5.325B–$5.425B; non-GAAP EPS $2.85–$2.95, ~13%–17% pro forma growth).
GEN 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
GEN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $20.08 | $22.56 | +12.33% |
Feb 05, 2026 | $22.19 | $23.99 | +8.11% |
Nov 06, 2025 | $25.06 | $25.38 | +1.26% |
Aug 07, 2025 | $27.73 | $29.87 | +7.71% |
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 Gen Digital Inc. (GEN) report earnings?
Gen Digital Inc. (GEN) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Gen Digital Inc. (GEN) earnings time?
Gen Digital Inc. (GEN) earnings time is at Jul 30, 2026, After Close (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 GEN EPS forecast?
GEN EPS forecast for the fiscal quarter 2027 (Q1) is 0.69.