F5 Tidigare resultatutveckling
Tidigare kriterier kontrolleras 3/6
F5 har ökat intäkterna med en genomsnittlig årlig takt på 20.6%, medan Communications -branschen såg intäkterna minskar på 1.4% årligen. Intäkterna har varit växande med en genomsnittlig takt på 4.2% per år. F5 s avkastning på eget kapital är 19.4% och den har en nettomarginal på 22%.
Viktig information
20.57%
Tillväxttakt i vinsten
21.78%
Tillväxttakt för EPS
| Communications Tillväxt i branschen | 31.77% |
| Intäkternas tillväxttakt | 4.24% |
| Avkastning på eget kapital | 19.41% |
| Nettomarginal | 21.96% |
| Senaste uppdateringen av resultatet | 31 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
F5: EMEA Regulatory Tailwinds, But High Stock-Based Comp Is Worth Considering
Apr 29
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.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.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.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.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.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.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.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.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.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.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.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.F5, Inc.'s (NASDAQ:FFIV) Popularity With Investors Under Threat As Stock Sinks 26%
Nov 05
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.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.With EPS Growth And More, F5 (NASDAQ:FFIV) Makes An Interesting Case
Jul 21Is It Time To Consider Buying F5, Inc. (NASDAQ:FFIV)?
Jul 08F5 (NASDAQ:FFIV) Has Some Way To Go To Become A Multi-Bagger
Jun 24Is F5, Inc. (NASDAQ:FFIV) Trading At A 21% Discount?
May 29Results: F5, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
May 01F5, Inc. Q2 Earnings: A Strong Free Cash Flow Machine At A Reasonable Price
Apr 29F5, Inc.: Long-Term Growth Outlook Has Gotten Better Due To AI-Related Demand
Feb 05F5, Inc. Q1 Earnings: The Market Is Sleeping On This Stock
Jan 29Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur F5 tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 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 |
Kvalitetsintäkter: FFIV har inkomster av hög kvalitet.
Växande vinstmarginal: FFIV s nuvarande netto vinstmarginaler (22%) är högre än förra året (21.1%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: FFIV s intäkter har ökat markant med 20.6% per år under de senaste 5 åren.
Accelererande tillväxt: FFIV s intäktstillväxt under det senaste året ( 14% ) är under sitt 5-åriga genomsnitt ( 20.6% per år).
Resultat vs industri: FFIV vinsttillväxt under det senaste året ( 14% ) överträffade inte Communications branschen 21.8%.
Avkastning på eget kapital
Hög ROE: FFIV s avkastning på eget kapital ( 19.4% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/04/29 08:39 |
| Aktiekurs vid dagens slut | 2026/04/29 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/09/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
F5, Inc. bevakas av 43 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Jayson Noland | Baird |
| Timothy Long | Barclays |
| Jeffrey Kvaal | Barclays |