F5, Inc.

NasdaqGS:FFIV 주식 리포트

시가총액: US$21.6b

F5 과거 순이익 실적

과거 기준 점검 4/6

F5은 연평균 20.6%의 비율로 수입이 증가해 온 반면, Communications 산업은 수입이 0.3% 감소했습니다. 매출은 연평균 4.2%의 비율로 증가했습니다. F5의 자기자본이익률은 19.4%이고 순이익률은 22%입니다.

핵심 정보

20.57%

순이익 성장률

21.78%

주당순이익(EPS) 성장률

Communications 산업 성장률31.77%
매출 성장률4.24%
자기자본이익률19.41%
순이익률21.96%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

분석 기사 • 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...

Recent updates

새로운 내러티브 • 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?
분석 기사 • 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...
내러티브 업데이트 • 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 Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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 Alpha

매출 및 비용 세부 내역

F5가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NasdaqGS:FFIV 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 263,2257081,256565
31 Dec 253,1447061,219550
30 Sep 253,0886921,183540
30 Jun 253,0256671,161527
31 Mar 252,9406211,133515
31 Dec 242,8905951,117501
30 Sep 242,8165671,101490
30 Jun 242,7765541,080494
31 Mar 242,7844991,080498
31 Dec 232,8054611,102518
30 Sep 232,8133951,142540
30 Jun 232,8063321,182551
31 Mar 232,7783261,201561
31 Dec 222,7093011,205555
30 Sep 222,6963221,195543
30 Jun 222,6783441,191530
31 Mar 222,6553501,191524
31 Dec 212,6663371,190519
30 Sep 212,6033311,173500
30 Jun 212,5362981,149492
31 Mar 212,4682781,131475
31 Dec 202,4062971,102453
30 Sep 202,3513071,081438
30 Jun 202,3263251,078424
31 Mar 202,3073411,057425
31 Dec 192,2683951,000412
30 Sep 192,242428952408
30 Jun 192,215466879400
31 Mar 192,194503831377
31 Dec 182,182496823372
30 Sep 182,161454825366
30 Jun 182,137457822356
31 Mar 182,112431817351
31 Dec 172,097415811349
30 Sep 172,090421809350
30 Jun 172,077394803349
31 Mar 172,056388793343
31 Dec 162,022370782340
30 Sep 161,995366767334
30 Jun 161,971354765328
31 Mar 161,958355758319
31 Dec 151,947366749308
30 Sep 151,920365738297
30 Jun 151,884362717284

양질의 수익: FFIV는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: FFIV의 현재 순 이익률 (22%)은 지난해 (21.1%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: FFIV의 수익은 지난 5년 동안 연평균 20.6%로 크게 증가했습니다.

성장 가속화: 지난 1년간 FFIV 의 수익 증가율(14%)은 5년 평균(연간 20.6%)보다 낮습니다.

수익 대 산업: FFIV의 지난 1년 수익 증가율(14%)은 Communications 업계의 11.5%를 상회했습니다.

자기자본이익률

높은 ROE: FFIV의 자본 수익률(19.4%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/31 01:35
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

F5, Inc.는 43명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jayson NolandBaird
Timothy LongBarclays
Jeffrey KvaalBarclays