F5 Resultados de beneficios anteriores
Pasado controles de criterios 4/6
F5 ha aumentado sus beneficios a una tasa media anual de 20.6%, mientras que los beneficios de la industria de Communications han experimentado un descenso de 0.9% anual. Los ingresos han ido creciendo a una tasa media de 4.2% al año. La rentabilidad financiera de F5 es de 19.4%, y sus márgenes netos son de 22%.
Información clave
20.57%
Tasa de crecimiento de los beneficios
21.78%
Tasa de crecimiento del BPA
| Crecimiento de la industria Communications | 31.77% |
| Tasa de crecimiento de los ingresos | 4.24% |
| Rentabilidad financiera | 19.41% |
| Margen neto | 21.96% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • Jun 04
FFIV: AI And Hybrid Multicloud Demand Will Support Balanced Hardware Refresh Outlook
Analysts have lifted the F5 price target to $406.50 from $337.40, pointing to the company's updated mid term outlook for application delivery and security demand tied to hybrid multicloud adoption and AI driven workloads as key support for the higher valuation. Analyst Commentary Recent research points to a broadly constructive tone around F5, with multiple firms revising price targets higher after the recent investor day and updated mid term outlook.
Nueva narrativa • Jun 02
Hybrid Multicloud Complexity And AI Demand Will Likely Restrain Future Upside
Catalysts About F5 F5 provides application delivery and security solutions that help enterprises run and protect apps and APIs across data centers, public clouds and edge environments. What are the underlying business or industry changes driving this perspective?
Nueva narrativa • May 19
Hybrid Multicloud And AI Security Tailwinds Will Support Stronger Long Term Prospects
Catalysts About F5 F5 provides application delivery and security solutions that help enterprises run and protect apps and APIs across data centers, public clouds and the edge. What are the underlying business or industry changes driving this perspective?Artículo de análisis • May 12
We Like The Quality Of F5's (NASDAQ:FFIV) Earnings
Investors signalled that they were pleased with F5, Inc.'s ( NASDAQ:FFIV ) most recent earnings report. This reaction...Actualización de narrativa • May 08
FFIV: AI Security Platform Updates And Guidance Will Support Balanced Outlook
F5's updated fair value estimate has been raised from $311.30 to $337.40, reflecting analysts' higher price targets across several firms as they factor in revised assumptions for revenue, profitability, and future P/E expectations. Analyst Commentary Recent research points to a more constructive stance on F5, with several firms lifting their price targets and adjusting their assumptions for revenue, profitability, and future P/E expectations.Seeking Alpha • Apr 29
F5: EMEA Regulatory Tailwinds, But High Stock-Based Comp Is Worth Considering
Summary F5, Inc. delivered a strong Q2’26, with 11% revenue growth and robust product momentum, but I rate the stock a 'hold.' EMEA regulatory tailwinds, especially NIS2 and DORA, are fueling multi-year demand for FFIV’s hybrid multi-cloud security solutions. Recurring revenue now comprises 70% of total, with software subscriptions driving margin expansion and operating leverage. Valuation appears stretched at 24.8x EV/EBITDA adjusted for stock-based compensation, limiting near-term upside despite positive guidance. Read the full article on Seeking AlphaActualización de narrativa • Apr 23
FFIV: AI Security Alliances And Guidance Will Support Steady Cybersecurity Outlook
F5's analyst fair value was nudged from $310.30 to $311.30 as analysts factored in a wave of higher price targets from firms citing resilient cybersecurity demand, despite recent AI related volatility in the sector. Analyst Commentary Recent Street research around F5 has focused on how resilient cybersecurity demand and shifting views on AI tools feed into valuation, execution risks, and growth expectations.Actualización de narrativa • Apr 07
FFIV: AI Security Partnerships And Guidance Raise Prospects For Steady Outlook
Analysts have raised their price target on F5 by roughly $20 to $30, reflecting a series of upward target revisions and the view that recent AI related volatility in cybersecurity names has not changed the longer term demand case for leading security platforms. Analyst Commentary Recent Street research around F5 highlights a mix of optimism on valuation support and platform relevance, alongside some caution tied to AI headlines and execution risk.Actualización de narrativa • Mar 24
FFIV: AI Security Demand And New Integrations Will Support Balanced Outlook
Analyst price targets for F5 have moved higher by a double digit dollar amount, with the shift supported by broader Street research pointing to resilient demand for security platforms, as well as company specific upside highlighted by several firms raising their dollar based targets in recent weeks. Analyst Commentary Recent Street research around F5 clusters around two broad themes: the durability of demand for security platforms, and the potential for company specific execution to support higher valuation frameworks.Actualización de narrativa • Mar 09
FFIV: AI Security Offerings And Steady Demand Will Support Balanced Outlook
Analysts have raised their average price targets on F5 to a range of roughly $20 to $35, citing steady demand for security platforms even as AI coding assistants emerge and potential upside to current estimates. Analyst Commentary Street research around F5 centers on how AI coding tools intersect with security demand and how much upside exists relative to current expectations.Actualización de narrativa • Feb 22
FFIV: Cybersecurity Demand And AI Security Launches Will Drive Rerating
Analysts have lifted their price targets on F5, with moves such as a $20 raise at RBC Capital and a $35 bump at Goldman Sachs. These changes reflect updated views on the stock's risk profile and earnings potential that align with our refreshed assumptions on discount rate and future P/E.Actualización de narrativa • Feb 07
FFIV: Breach Concerns Will Fade As Delayed Cybersecurity Deals Eventually Close
Analysts have lifted their fair value estimate on F5 by about US$15 to roughly US$310, reflecting Street price target increases from several firms and updated assumptions around slightly higher revenue growth, a modestly lower discount rate, and a lower future P/E multiple, alongside a small reduction in projected profit margins. Analyst Commentary Street research around F5 has leaned more constructive recently, with several firms lifting their price targets and at least one upgrade alongside a more cautious check on near term deal activity.Actualización de narrativa • Jan 23
FFIV: Breach Overhang Will Ease As Pipeline Delays Gradually Reverse
Analysts have raised their fair value estimate for F5 by about US$5 to US$295.30. This reflects slightly higher assumed profit margins and P/E multiples, while still accounting for near-term pipeline and security breach uncertainties cited in recent research.Actualización de narrativa • Jan 07
FFIV: Breach Overhang And Softer FY26 Outlook Should Gradually Ease
Analysts have trimmed their price targets on F5 and now frame our updated fair value estimate at US$290.30, only slightly above the prior US$287.50. They weigh the short term drag from the security breach, softer FY26 guidance and software renewal uncertainty against a still constructive view on systems demand and the potential for delayed, rather than lost, deals.Actualización de narrativa • Dec 23
FFIV: Share Price Should Recover As Breach Overhang And Cautious Spending Gradually Ease
We trim our F5 price target to $287.50 from $291.50 as analysts moderate FY26 growth and valuation expectations in light of the recent security breach and increasingly cautious customer purchasing behavior, despite resilient near term results and limited evidence of permanent deal losses. Analyst Commentary Street research remains mixed on F5, with most firms trimming price targets and FY26 expectations while acknowledging that recent execution has been solid.Actualización de narrativa • Dec 09
FFIV: Share Price Should Recover As Security Breach Headwinds Gradually Ease
Analysts have modestly reduced their price targets on F5, trimming our implied valuation to reflect a slightly higher discount rate and tempered FY26 growth expectations in light of recent security breach related pipeline headwinds, even as most view deal activity as delayed rather than permanently lost. Analyst Commentary Street views on F5 remain mixed, with the recent security breach acting as the key swing factor for both growth expectations and valuation multiples.Actualización de narrativa • Nov 25
FFIV: Share Price Will Rebound After Security Breach Disruption Clears
F5's analyst price targets have broadly moved lower, with several firms reducing their outlooks by $30 to $78. Analysts cite caution about the company's recent security breach and its potential to impact near-term revenue and customer sentiment.Actualización de narrativa • Nov 08
FFIV: Share Price Will Recover Once Security Concerns Are Resolved
The average analyst price target for F5 was revised downward by $41.50 to $291.50, as analysts pointed to reduced growth expectations and heightened uncertainty following the recent security breach. Analyst Commentary Following recent earnings and the announcement of a security breach, analysts have updated their outlook and price targets for F5.Artículo de análisis • Nov 05
F5, Inc.'s (NASDAQ:FFIV) Popularity With Investors Under Threat As Stock Sinks 26%
F5, Inc. ( NASDAQ:FFIV ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...Actualización de narrativa • Oct 25
Sector Demand and Margin Strength Will Outweigh Security Concerns Going Forward
Analysts have raised their average price target for F5 from $330.82 to $333.00, citing stronger margin expectations and ongoing sector demand despite recent security concerns. Analyst Commentary Recent commentary from industry analysts provides a balanced perspective on F5, highlighting both positive momentum and areas of ongoing caution following recent events.Actualización de narrativa • Oct 10
Enterprise Hybrid Cloud Adoption Will Drive Future Demand
F5's analyst price target has been raised by $3.64 to $330.82 per share, as analysts cite persistent strong demand and higher than expected earnings in their upward revisions. Analyst Commentary Recent research activity highlights both positive momentum and ongoing caution among analysts covering F5.Artículo de análisis • Jul 21
With EPS Growth And More, F5 (NASDAQ:FFIV) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Artículo de análisis • Jul 08
Is It Time To Consider Buying F5, Inc. (NASDAQ:FFIV)?
F5, Inc. ( NASDAQ:FFIV ) received a lot of attention from a substantial price increase on the NASDAQGS over the last...Artículo de análisis • Jun 24
F5 (NASDAQ:FFIV) Has Some Way To Go To Become A Multi-Bagger
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Seeking Alpha • Apr 29
F5, Inc. Q2 Earnings: A Strong Free Cash Flow Machine At A Reasonable Price
Summary F5, Inc. raised its fiscal 2025 outlook, showing solid topline growth and strong underlying profitability, yet the market reaction was muted. FFIV operates debt-free with 8% of its market cap in net cash, justifying its 17x forward free cash flow valuation. The company’s new ADSP platform and hardware upgrades drive growth, while its minimal tariff impact and steady demand bolster confidence. Despite slower software growth and competitive pressures, FFIV’s financial strength and reasonable valuation present a compelling investment opportunity. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero F5. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 3,225 | 708 | 1,256 | 565 |
| 31 Dec 25 | 3,144 | 706 | 1,219 | 550 |
| 30 Sep 25 | 3,088 | 692 | 1,183 | 540 |
| 30 Jun 25 | 3,025 | 667 | 1,161 | 527 |
| 31 Mar 25 | 2,940 | 621 | 1,133 | 515 |
| 31 Dec 24 | 2,890 | 595 | 1,117 | 501 |
| 30 Sep 24 | 2,816 | 567 | 1,101 | 490 |
| 30 Jun 24 | 2,776 | 554 | 1,080 | 494 |
| 31 Mar 24 | 2,784 | 499 | 1,080 | 498 |
| 31 Dec 23 | 2,805 | 461 | 1,102 | 518 |
| 30 Sep 23 | 2,813 | 395 | 1,142 | 540 |
| 30 Jun 23 | 2,806 | 332 | 1,182 | 551 |
| 31 Mar 23 | 2,778 | 326 | 1,201 | 561 |
| 31 Dec 22 | 2,709 | 301 | 1,205 | 555 |
| 30 Sep 22 | 2,696 | 322 | 1,195 | 543 |
| 30 Jun 22 | 2,678 | 344 | 1,191 | 530 |
| 31 Mar 22 | 2,655 | 350 | 1,191 | 524 |
| 31 Dec 21 | 2,666 | 337 | 1,190 | 519 |
| 30 Sep 21 | 2,603 | 331 | 1,173 | 500 |
| 30 Jun 21 | 2,536 | 298 | 1,149 | 492 |
| 31 Mar 21 | 2,468 | 278 | 1,131 | 475 |
| 31 Dec 20 | 2,406 | 297 | 1,102 | 453 |
| 30 Sep 20 | 2,351 | 307 | 1,081 | 438 |
| 30 Jun 20 | 2,326 | 325 | 1,078 | 424 |
| 31 Mar 20 | 2,307 | 341 | 1,057 | 425 |
| 31 Dec 19 | 2,268 | 395 | 1,000 | 412 |
| 30 Sep 19 | 2,242 | 428 | 952 | 408 |
| 30 Jun 19 | 2,215 | 466 | 879 | 400 |
| 31 Mar 19 | 2,194 | 503 | 831 | 377 |
| 31 Dec 18 | 2,182 | 496 | 823 | 372 |
| 30 Sep 18 | 2,161 | 454 | 825 | 366 |
| 30 Jun 18 | 2,137 | 457 | 822 | 356 |
| 31 Mar 18 | 2,112 | 431 | 817 | 351 |
| 31 Dec 17 | 2,097 | 415 | 811 | 349 |
| 30 Sep 17 | 2,090 | 421 | 809 | 350 |
| 30 Jun 17 | 2,077 | 394 | 803 | 349 |
| 31 Mar 17 | 2,056 | 388 | 793 | 343 |
| 31 Dec 16 | 2,022 | 370 | 782 | 340 |
| 30 Sep 16 | 1,995 | 366 | 767 | 334 |
| 30 Jun 16 | 1,971 | 354 | 765 | 328 |
| 31 Mar 16 | 1,958 | 355 | 758 | 319 |
| 31 Dec 15 | 1,947 | 366 | 749 | 308 |
| 30 Sep 15 | 1,920 | 365 | 738 | 297 |
| 30 Jun 15 | 1,884 | 362 | 717 | 284 |
Ingresos de calidad: FFIV tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (22%) de FFIV son superiores a los del año pasado (21.1%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lFFIV han crecido significativamente en un 20.6% al año.
Acelerando crecimiento: El crecimiento de los beneficios de FFIV en el último año (14%) está por debajo de su media de 5 años (20.6% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de FFIV en el último año (14%) superó al de la industria Communications 11.5%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de FFIV (19.4%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/10 05:24 |
| Precio de las acciones al final del día | 2026/06/10 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/09/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
F5, Inc. está cubierta por 42 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jayson Noland | Baird |
| Timothy Long | Barclays |
| Jeffrey Kvaal | Barclays |