Palantir Technologies Inc. is expected to release its Q3 2026 10-Q filing on November 2, 2026. Last quarter: Palantir's Q2 FY2026 revenue surged 93% to $1.94 billion, with net income more than tripling, as AI-driven demand propelled broad-based growth across commercial and government clients.
EPS Estimate
$0.38
Revenue Estimate
$2.04B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the PLTR page.
Drawn from management commentary in the Q2 2026 10-Q:
Revenue growth accelerated to 93% in Q2, driven by the Artificial Intelligence Platform (AIP), with U.S. commercial revenue surging 149%. Management noted that AIP is uniquely allowing users to connect LLMs with their data and operations.
Contribution margin, a non-GAAP measure of business efficiency, improved to 74% from 64% a year ago, reflecting strong operating leverage as revenue growth outpaced cost increases.
Average revenue from the top twenty customers grew 67% to $124 million, demonstrating successful land-and-expand strategy and deepening relationships.
Revenue
$1.94B
+92.83% YoY
EPS (Diluted)
$0.41
+215.38% YoY
Gross Margin
84.7%
+3.9 pts YoY
Operating Income
$912M
+238.64% YoY
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