View Future GrowthQ2 Holdings 過去の業績過去 基準チェック /36Q2 Holdingsは、平均年間45.3%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間9.7% 11.8%収益成長率で 成長しています。 Q2 Holdingsの自己資本利益率は12.1%であり、純利益率は9%です。主要情報45.33%収益成長率46.08%EPS成長率Software 業界の成長14.88%収益成長率11.81%株主資本利益率12.08%ネット・マージン8.99%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Apr 16Q2 Holdings, Inc. to Report Q1, 2026 Results on Apr 29, 2026Q2 Holdings, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Jan 29Q2 Holdings, Inc. to Report Q4, 2025 Results on Feb 11, 2026Q2 Holdings, Inc. announced that they will report Q4, 2025 results After-Market on Feb 11, 2026すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €44.89, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Software industry in Germany.New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Significant insider selling over the past 3 months (€1.0m sold).Recent Insider Transactions • Jun 07Chief Business Officer recently sold €890k worth of stockOn the 1st of June, Kirk Coleman sold around 21k shares on-market at roughly €42.60 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €913k. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.お知らせ • Jun 03Q2 Holdings Launches Second Quarter Assistant Embedding AI Agents Across Banking OperationsQ2 Holdings announced the launch of Second Quarter Assistant, a unified AI experience layer embedded directly within Q2’s product portfolio. Second Quarter Assistant delivers a context-aware conversational interface inside Second Quarter platforms where banks and credit union teams operate daily, connecting to product-specific specialized agents that execute tasks and support operations, governed by the same data isolation, audit logging, and compliance controls that regulated financial institutions require. Second Quarter Assistant serves as the unified experience layer across Q2’s product portfolio, while product-specific agents, starting with the Customer Care Agent within Digital Banking, deliver task-level capabilities within each Second Quarter solution. Second Quarter Assistant provides a single point of entry for financial institution employees to interact with AI across Q2's product portfolio. Through one interface, staff can ask questions, surface information, and execute tasks through product-specific agents, without switching systems, retraining, or disrupting existing processes. Second Quarter Assistant operates within controlled governance and compliance boundaries. Data remains isolated, encrypted, and is never used to train shared models across customers. All interactions are logged, and humans remain in control of consequential actions. The initial deployment introduces the Customer Care Agent, the first agent available through Second Quarter Assistant within Digital Banking and designed specifically for customer experience and support teams working within Second Quarter Console. The Customer Care Agent helps banks and credit unions diagnose and resolve common digital banking issues such as login failures, password resets, transaction inquiries, and user activity investigations, reducing friction for both employees and account holders. Early adopter institutions, including Stanford Federal Credit Union and VeraBank, have been piloting Second Quarter Assistant ahead of launch and validating measurable improvements in support operations. Second Quarter Assistant is designed to scale: additional agents, including capabilities for fraud operations and relationship pricing workflows, are in development for 2026. Second Quarter Assistant will be showcased at CONNECT 26, Q2’s annual client conference, through general session keynotes, product hub demonstrations, and breakout sessions.お知らせ • May 05Q2 Holdings, Inc., Annual General Meeting, Jun 10, 2026Q2 Holdings, Inc., Annual General Meeting, Jun 10, 2026.お知らせ • May 02Q2 Holdings, Inc. Provides Earnings Guidance for the Second Quarter of 2026 and Updated Earnings Guidance for the Full Year of 2026Q2 Holdings, Inc. provided earnings guidance for the second quarter of 2026 and updated earnings guidance for the full year of 2026. For the quarter, the company expects total revenue of $214.0 million to $218.0 million, which would represent year-over-year growth of 10% to 12%. For the full year, the company expects total revenue of $875.0 million to $882.0 million, which would represent year-over-year growth of 10% to 11%.お知らせ • Apr 30Q2 Holdings, Inc. Introduces Second Quarter Treasury Fulfillment SolutionQ2 Holdings, Inc. announced Second Quarter Treasury Fulfillment, a solution designed to modernize and streamline how banks and credit unions onboard and implement treasury services for commercial clients. As financial institutions face increasing pressure to grow deposits and deepen commercial relationships, the treasury onboarding experience has become a critical point of differentiation, yet many institutions still rely on fragmented, manual processes that slow implementation, introduce risk, and limit their ability to scale. Unlike traditional onboarding solutions that focus primarily on workflow management, Second Quarter Treasury Fulfillment automates the actual fulfillment of treasury services. By connecting front-office intake with back-office systems, the solution eliminates redundant data entry, reduces errors, and enables a seamless flow of information across systems. Because the solution is embedded within the Second Quarter Digital Banking Platform, financial institutions benefit from a unified experience that connects onboarding, fulfillment, and ongoing servicing, reducing fragmentation and accelerating adoption. Second Quarter Treasury Fulfillment is a key component of Second Quarter Catalyst, a suite of best-in-class commercial banking solutions designed to help banks and credit unions win more deals, onboard clients faster, serve them better, and grow profitable relationships.お知らせ • Apr 29Q2 Holdings, Inc. Enhances Account Takeover Protection With Ai-Enabled Detection And Real-Time Response CapabilitiesQ2 Holdings, Inc. announced two new capabilities—User Activity Monitoring and Restricted Entitlements Mode—that combine AI-enabled detection with real-time response, helping financial institutions detect and stop account takeover fraud. These products integrate with the existing Second Quarter fraud portfolio, enabling a continuous approach to account takeover protection across the digital banking journey. Account takeover has evolved into a coordinated, multi-step attack that spans login, session behavior, account changes, and transactions. Unlike traditional fraud tools that operate at isolated moments in the end user experience, Q2’s holistic and AI-driven approach to continuous account takeover enables financial institutions to move from fragmented controls to coordinated protection. Q2’s AI-powered analysis of signals across user behavior, high-risk account activity, and transactions in real-time enables banks and credit unions to identify threats earlier and take faster, more decisive action to prevent fraud losses. Q2's approach brings together multiple solutions embedded within the Second Quarter Digital Banking Platform and introduces two new capabilities that power this detection-and-response system: User Activity Monitoring (UAM): Uses AI-assisted behavioral detection to continuously analyze behavioral signals and identify high-risk patterns during live digital banking sessions, combining deterministic rules with a foundation for future machine learning; Restricted Entitlement Mode (REM): Acts as a deterministic enforcement layer that applies restrictions in response to high-risk signals, limiting access, adjusting permissions, or containing compromised accounts in real time. These capabilities build on existing protections, including Second Quarter Patrol for high-risk account actions and Second Quarter Sentinel for transaction monitoring and anomaly detection. Together, they form a closed-loop, continuous fraud defense system that detects, evaluates, interrupts, and contains attacks, connecting intelligence and enforcement across the full lifecycle of account takeover. This approach reflects Q2’s platform-first AI strategy—embedding intelligence directly into the workflows where digital banking occurs—while aligning with a broader shift in fraud mitigation from siloed tools to connecting signals, decisioning, and enforcement into a unified system. By applying a unified model across sessions, actions, and transactions, Second Quarter enables consistent, real-time decisioning that helps financial institutions reduce false positives, streamline fraud operations, and strengthen account protection.お知らせ • Apr 16Q2 Holdings, Inc. to Report Q1, 2026 Results on Apr 29, 2026Q2 Holdings, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Feb 12Q2 Holdings, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026Q2 Holdings, Inc. provided earnings guidance for the first quarter and full year 2026. For the quarter, the company expects total revenue of $212.5 million to $216.5 million, which would represent year-over-year growth of 12% to 14%. For the full year, the company expects total revenue of $871.0 million to $878.0 million, which would represent year-over-year growth of 10%.お知らせ • Jan 29Q2 Holdings, Inc. to Report Q4, 2025 Results on Feb 11, 2026Q2 Holdings, Inc. announced that they will report Q4, 2025 results After-Market on Feb 11, 2026収支内訳Q2 Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:0Q2 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 268227423215831 Dec 257955223315430 Sep 257703223514930 Jun 25743523714731 Mar 25721-2023914631 Dec 24696-3923714330 Sep 24676-5723714230 Jun 24655-6823413931 Mar 24637-7923313831 Dec 23625-6523113730 Sep 23609-8023013730 Jun 23599-8422813631 Mar 23585-8622013331 Dec 22566-10921213030 Sep 22551-10219512630 Jun 22533-10618312431 Mar 22516-11117312131 Dec 21499-11316511730 Sep 21476-12515811230 Jun 21453-12015110531 Mar 21427-1291459931 Dec 20403-1381459730 Sep 20381-1151439230 Jun 20357-1071358831 Mar 20337-861308431 Dec 19315-711217630 Sep 19296-671157230 Jun 19277-571096531 Mar 19258-491025831 Dec 18241-35945130 Sep 18226-29884630 Jun 18215-26844431 Mar 18204-25814231 Dec 17194-26784030 Sep 17184-28763830 Jun 17173-32743631 Mar 17161-34713431 Dec 16150-36683230 Sep 16138-37643130 Jun 16128-35592831 Mar 16118-30542531 Dec 15109-25502230 Sep 15101-214718質の高い収益: 0Q2は 高品質の収益 を持っています。利益率の向上: 0Q2過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 0Q2過去 5 年間で収益を上げており、収益は年間45.3%増加しています。成長の加速: 0Q2は昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: 0Q2昨年収益を上げたため、昨年の収益成長をSoftware業界 ( 16.9% ) と比較することは困難です。株主資本利益率高いROE: 0Q2の 自己資本利益率 ( 12.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/12 22:19終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Q2 Holdings, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Joseph VruwinkBairdGary PrestopinoBarrington Research Associates, Inc.Matthew VanVlietBTIG20 その他のアナリストを表示
お知らせ • Apr 16Q2 Holdings, Inc. to Report Q1, 2026 Results on Apr 29, 2026Q2 Holdings, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Jan 29Q2 Holdings, Inc. to Report Q4, 2025 Results on Feb 11, 2026Q2 Holdings, Inc. announced that they will report Q4, 2025 results After-Market on Feb 11, 2026
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €44.89, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Software industry in Germany.
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Significant insider selling over the past 3 months (€1.0m sold).
Recent Insider Transactions • Jun 07Chief Business Officer recently sold €890k worth of stockOn the 1st of June, Kirk Coleman sold around 21k shares on-market at roughly €42.60 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €913k. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.
お知らせ • Jun 03Q2 Holdings Launches Second Quarter Assistant Embedding AI Agents Across Banking OperationsQ2 Holdings announced the launch of Second Quarter Assistant, a unified AI experience layer embedded directly within Q2’s product portfolio. Second Quarter Assistant delivers a context-aware conversational interface inside Second Quarter platforms where banks and credit union teams operate daily, connecting to product-specific specialized agents that execute tasks and support operations, governed by the same data isolation, audit logging, and compliance controls that regulated financial institutions require. Second Quarter Assistant serves as the unified experience layer across Q2’s product portfolio, while product-specific agents, starting with the Customer Care Agent within Digital Banking, deliver task-level capabilities within each Second Quarter solution. Second Quarter Assistant provides a single point of entry for financial institution employees to interact with AI across Q2's product portfolio. Through one interface, staff can ask questions, surface information, and execute tasks through product-specific agents, without switching systems, retraining, or disrupting existing processes. Second Quarter Assistant operates within controlled governance and compliance boundaries. Data remains isolated, encrypted, and is never used to train shared models across customers. All interactions are logged, and humans remain in control of consequential actions. The initial deployment introduces the Customer Care Agent, the first agent available through Second Quarter Assistant within Digital Banking and designed specifically for customer experience and support teams working within Second Quarter Console. The Customer Care Agent helps banks and credit unions diagnose and resolve common digital banking issues such as login failures, password resets, transaction inquiries, and user activity investigations, reducing friction for both employees and account holders. Early adopter institutions, including Stanford Federal Credit Union and VeraBank, have been piloting Second Quarter Assistant ahead of launch and validating measurable improvements in support operations. Second Quarter Assistant is designed to scale: additional agents, including capabilities for fraud operations and relationship pricing workflows, are in development for 2026. Second Quarter Assistant will be showcased at CONNECT 26, Q2’s annual client conference, through general session keynotes, product hub demonstrations, and breakout sessions.
お知らせ • May 05Q2 Holdings, Inc., Annual General Meeting, Jun 10, 2026Q2 Holdings, Inc., Annual General Meeting, Jun 10, 2026.
お知らせ • May 02Q2 Holdings, Inc. Provides Earnings Guidance for the Second Quarter of 2026 and Updated Earnings Guidance for the Full Year of 2026Q2 Holdings, Inc. provided earnings guidance for the second quarter of 2026 and updated earnings guidance for the full year of 2026. For the quarter, the company expects total revenue of $214.0 million to $218.0 million, which would represent year-over-year growth of 10% to 12%. For the full year, the company expects total revenue of $875.0 million to $882.0 million, which would represent year-over-year growth of 10% to 11%.
お知らせ • Apr 30Q2 Holdings, Inc. Introduces Second Quarter Treasury Fulfillment SolutionQ2 Holdings, Inc. announced Second Quarter Treasury Fulfillment, a solution designed to modernize and streamline how banks and credit unions onboard and implement treasury services for commercial clients. As financial institutions face increasing pressure to grow deposits and deepen commercial relationships, the treasury onboarding experience has become a critical point of differentiation, yet many institutions still rely on fragmented, manual processes that slow implementation, introduce risk, and limit their ability to scale. Unlike traditional onboarding solutions that focus primarily on workflow management, Second Quarter Treasury Fulfillment automates the actual fulfillment of treasury services. By connecting front-office intake with back-office systems, the solution eliminates redundant data entry, reduces errors, and enables a seamless flow of information across systems. Because the solution is embedded within the Second Quarter Digital Banking Platform, financial institutions benefit from a unified experience that connects onboarding, fulfillment, and ongoing servicing, reducing fragmentation and accelerating adoption. Second Quarter Treasury Fulfillment is a key component of Second Quarter Catalyst, a suite of best-in-class commercial banking solutions designed to help banks and credit unions win more deals, onboard clients faster, serve them better, and grow profitable relationships.
お知らせ • Apr 29Q2 Holdings, Inc. Enhances Account Takeover Protection With Ai-Enabled Detection And Real-Time Response CapabilitiesQ2 Holdings, Inc. announced two new capabilities—User Activity Monitoring and Restricted Entitlements Mode—that combine AI-enabled detection with real-time response, helping financial institutions detect and stop account takeover fraud. These products integrate with the existing Second Quarter fraud portfolio, enabling a continuous approach to account takeover protection across the digital banking journey. Account takeover has evolved into a coordinated, multi-step attack that spans login, session behavior, account changes, and transactions. Unlike traditional fraud tools that operate at isolated moments in the end user experience, Q2’s holistic and AI-driven approach to continuous account takeover enables financial institutions to move from fragmented controls to coordinated protection. Q2’s AI-powered analysis of signals across user behavior, high-risk account activity, and transactions in real-time enables banks and credit unions to identify threats earlier and take faster, more decisive action to prevent fraud losses. Q2's approach brings together multiple solutions embedded within the Second Quarter Digital Banking Platform and introduces two new capabilities that power this detection-and-response system: User Activity Monitoring (UAM): Uses AI-assisted behavioral detection to continuously analyze behavioral signals and identify high-risk patterns during live digital banking sessions, combining deterministic rules with a foundation for future machine learning; Restricted Entitlement Mode (REM): Acts as a deterministic enforcement layer that applies restrictions in response to high-risk signals, limiting access, adjusting permissions, or containing compromised accounts in real time. These capabilities build on existing protections, including Second Quarter Patrol for high-risk account actions and Second Quarter Sentinel for transaction monitoring and anomaly detection. Together, they form a closed-loop, continuous fraud defense system that detects, evaluates, interrupts, and contains attacks, connecting intelligence and enforcement across the full lifecycle of account takeover. This approach reflects Q2’s platform-first AI strategy—embedding intelligence directly into the workflows where digital banking occurs—while aligning with a broader shift in fraud mitigation from siloed tools to connecting signals, decisioning, and enforcement into a unified system. By applying a unified model across sessions, actions, and transactions, Second Quarter enables consistent, real-time decisioning that helps financial institutions reduce false positives, streamline fraud operations, and strengthen account protection.
お知らせ • Apr 16Q2 Holdings, Inc. to Report Q1, 2026 Results on Apr 29, 2026Q2 Holdings, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Feb 12Q2 Holdings, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026Q2 Holdings, Inc. provided earnings guidance for the first quarter and full year 2026. For the quarter, the company expects total revenue of $212.5 million to $216.5 million, which would represent year-over-year growth of 12% to 14%. For the full year, the company expects total revenue of $871.0 million to $878.0 million, which would represent year-over-year growth of 10%.
お知らせ • Jan 29Q2 Holdings, Inc. to Report Q4, 2025 Results on Feb 11, 2026Q2 Holdings, Inc. announced that they will report Q4, 2025 results After-Market on Feb 11, 2026