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Jul 31, 2025
Cognyte Q2 2026 Earnings Report
Cognyte returned to profitability in Q2 2026 driven by strong demand and double-digit revenue growth.
Key Takeaways
Cognyte delivered $97.5M in revenue for Q2 FY26, with $2.7M in net income and a significant improvement in adjusted EPS and free cash flow. Demand for AI-powered security analytics contributed to strong performance, reversing prior year losses.
Revenue increased to $97.5M with double-digit growth
Net income reached $2.7M versus a net loss of $10.6M last year
Adjusted EBITDA hit $6.7M compared to negative $4.1M in Q2 FY25
Free cash flow reached $11.7M, up from negative $7.3M last year
Forward Guidance
Cognyte expects continued revenue growth and margin expansion in the second half of FY26, with stronger execution and ongoing demand for security analytics.
Positive Outlook
- Expecting continued top-line growth into H2 FY26
- Profitability expected to expand further
- Free cash flow forecast to remain positive
- Bookings and backlog at record levels
- Strong performance across all geographies
Challenges Ahead
- Continued macroeconomic uncertainties
- Customer procurement cycles remain long
- Competition in security analytics remains intense
- Currency fluctuations may impact profitability
- Execution risks in large-scale deployments
Historical Earnings Impact
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Avg. Return Before/After Earnings
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