PLTR · NASDAQ-GS
Consensus is $0.31 EPS for Sep 2026 across 11 estimates, ranging $0.26 to $0.43.
With no consensus figures on file, the quarter cannot be judged against analyst expectations; on the reported numbers, it was materially stronger than the comparable period. Revenue reached $1.935464B versus $1.003697B in Q2 FY2025 and $1.63B in Q1 FY2026, while net income rose to $1.065962B from $328.572M a year earlier and $0.87B sequentially. Gross profit increased to $1.638594B from $810.763M, and operating income climbed to $912.004M from $269.317M. Operating expenses also rose to $726.590M from $541.446M, led by sales and marketing at $339.500M. The filing does not state gross or operating margin percentages, so margin expansion cannot be quantified, although the reported profit growth exceeded expense growth. Segment results and the respective Government and Commercial contributions were not included in the supplied material, preventing identification of which segment carried or dragged performance. Revenue growth rates were also not provided.
Management guidance was not included in the supplied filing material, so there is no forward revenue, profitability, segment, subscriber, unit, or capital-expenditure range to compare with a prior guide. The supplied material also provides no assumptions or caveats for upcoming periods. Accordingly, no conclusion can be drawn about whether the outlook was raised, maintained, or reduced. No consensus figures are on file, so the quarter cannot be assessed against an analyst-consensus benchmark. The only forward-looking conclusion supported by the material is that guidance details are unavailable.
