Palantir Technologies's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-02. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $2,313 million (+95.9% vs a year earlier) |
| Diluted EPS (GAAP) | $0.44 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $0.44 |
| Full-year guidance | Raised |
Guidance
Palantir raised 2026 revenue guidance to $8.530–8.534 billion, U.S. commercial to over $3.559 billion, plus adjusted operating income and free cash flow.
Why this label: 'We are raising' FY2026 revenue guidance to $8.530–$8.534B and adjusted income from operations to $5.245–$5.249B; priors not stated.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| revenue | FY2026 | $8.530–8.534 billion | not stated |
| U.S. commercial revenue | FY2026 | in excess of $3.559 billion (at least 143% growth) | not stated |
| adjusted income from operations | FY2026 | $5.245–5.249 billion | not stated |
| adjusted free cash flow | FY2026 | $4.8–5.0 billion | not stated |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| revenue | Q4 2026 | $2.649–2.653 billion |
| adjusted income from operations | Q4 2026 | $1.640–1.644 billion |
From the release
Revenue: "Revenue · $ · 2,313,411 · $ · 1,181,092 · $ · 5,881,458 · $ · 3,068,644"
Earnings per share: "GAAP EPS, Diluted · $ · 0.44 · Adjusted EPS, Diluted · $ · 0.44"
revenue: "We are raising our revenue guidance to between $8.530 - $8.534 billion."
U.S. commercial revenue: "We are raising our U.S. commercial revenue guidance to in excess of $3.559 billion, representing a growth rate of at least 143%."
adjusted income from operations: "We are raising our adjusted income from operations guidance to between $5.245 - $5.249 billion."
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 revenue rose 96% to $2.313 billion; U.S. commercial revenue up 148%.
Source
Palantir Technologies earnings release (SEC filing), accession 0001321655-26-000045, filed 2026-11-02.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.