NASDAQ$CHKP
Check Point Software Technologies · Q2 2026 earnings
Q2 2026 earnings · · Before market open · Investor relations
Briefing
Check Point Software Technologies reported Q2 2026 financial results on July 30, 2026, with total revenues of $673.6 million.
Check Point delivered Q2 2026 results in line with expectations amid go-to-market reorganization. Total revenues grew 1% YoY to $673.6 million, driven by 12% growth in security subscriptions to $332.6 million, while products and licenses declined 14%. GAAP net income was $193.8 million with diluted EPS of $1.87; non-GAAP EPS rose 8% to $2.55. Operating cash flow was $170 million and adjusted free cash flow $161 million.
- Total revenues $673.6 million (+1% YoY); security subscriptions $332.6 million (+12% YoY)
- GAAP operating income $185.1 million (27% margin); non-GAAP operating income $259.7 million
- GAAP diluted EPS $1.87 (+2% YoY); non-GAAP EPS $2.55 (+8% YoY)
- Cash flow from operations $170 million; adjusted free cash flow $161 million; cash balances $4.203 billion
Headline financials
Revenue & EPS history
Check Point · Revenue · Quarterly
$674M
Revenue by segment
Check Point · $674M total across 3 segments · Q2 2026
- Security subscriptions$333M—49.4%
- Software updates and maintenance$228M—33.8%
- Products and licenses$113M—16.8%
Forward guidance
Full-year 2026 guidance maintained; Q3 expected to mark the trough with recovery in Q4 driven by stabilized sales organization and strong pipeline for large appliance deals.
Tailwinds
- Q4 product revenue expected to return to positive growth
- Full-year guidance reaffirmed despite near-term headwinds
Headwinds
- Q3 outlook soft due to ongoing sales reorganization impacts
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+0.1%
Avg return
Earnings day
-1.7%
Avg return
5 days after
-0.7%
Avg return
30 days after
57%
35 / 61 earnings
Positive
+9.7%
Q3 2022
Best reaction
-14.4%
Q2 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q4 2025 | -6.8% | -6.5% | -12.9% | |
| Q2 2025 | -14.4% | -11.7% | -11.5% | |
| Q4 2024 | +7.4% | +4.1% | +8.0% | |
| Q4 2023 | +2.2% | +2.2% | -1.5% | |
| Q3 2023 | +1.8% | +3.9% | +10.9% | |
| Q2 2023 | +2.4% | +2.7% | +4.4% | |
| Q1 2023 | -5.2% | -5.0% | -2.0% | |
| Q4 2022 | -0.9% | -1.7% | -1.4% | |
| Q3 2022 | +9.7% | +11.4% | +13.7% | |
| Q2 2022 | -5.0% | -4.2% | -3.5% | |
| Q1 2022 | -4.9% | -5.1% | -6.9% | |
| Q4 2021 | +3.7% | +2.3% | +18.0% | |
| Q3 2021 | +1.3% | -0.9% | -6.6% | |
| Q2 2021 | -2.2% | +1.0% | +0.8% | |
| Q1 2021 | -0.8% | -2.5% | -1.3% | |
| Q4 2020 | -10.1% | -12.3% | -14.8% | |
| Q3 2020 | -3.2% | -4.0% | -4.5% | |
| Q2 2020 | -0.1% | -0.3% | +3.2% | |
| Q1 2020 | +0.8% | -2.3% | +2.7% | |
| Q4 2019 | +0.7% | +2.6% | -9.0% | |
| Q3 2019 | +4.4% | +3.5% | +9.5% | |
| Q2 2019 | -1.8% | -3.3% | -7.7% | |
| Q1 2019 | -8.6% | -8.5% | -8.6% | |
| Q4 2018 | +1.0% | +3.2% | +9.5% | |
| Q3 2018 | -3.5% | -5.6% | -3.5% | |
| Q2 2018 | +5.1% | +2.3% | +4.3% | |
| Q1 2018 | -5.3% | -6.2% | -5.7% | |
| Q4 2017 | -1.3% | -3.3% | -0.6% | |
| Q3 2017 | -11.6% | -9.3% | -10.5% | |
| Q2 2017 | -8.1% | -8.1% | -7.3% | |
| Q1 2017 | -0.2% | +0.2% | +6.7% | |
| Q4 2016 | +9.1% | +10.4% | +12.9% | |
| Q3 2016 | +2.6% | +2.1% | +1.7% | |
| Q2 2016 | -6.6% | -8.1% | -9.2% | |
| Q1 2016 | -5.2% | — | — | |
| Q4 2015 | +4.8% | — | — | |
| Q3 2015 | +3.2% | — | — | |
| Q2 2015 | +6.8% | — | — | |
| Q1 2015 | +6.0% | — | — | |
| Q4 2014 | +0.1% | — | — | |
| Q3 2014 | +7.9% | — | — | |
| Q2 2014 | +4.2% | — | — | |
| Q1 2014 | +2.7% | — | — | |
| Q4 2013 | +3.7% | — | — | |
| Q3 2013 | +0.1% | — | — | |
| Q2 2013 | +5.5% | — | — | |
| Q1 2013 | -0.2% | — | — | |
| Q4 2012 | +2.2% | — | — | |
| Q3 2012 | -12.7% | — | — | |
| Q2 2012 | +9.4% | — | — | |
| Q1 2012 | -2.3% | — | — | |
| Q4 2011 | -2.3% | — | — | |
| Q3 2011 | +1.4% | — | — | |
| Q2 2011 | +6.3% | — | — | |
| Q4 2009 | +1.8% | — | — | |
| Q4 2010 | +1.8% | — | — | |
| Q4 2008 | +1.8% | — | — | |
| Q1 2011 | +1.8% | — | — | |
| Q3 2010 | +5.2% | — | — | |
| Q2 2010 | +2.0% | — | — | |
| Q1 2010 | -0.2% | — | — |
Discussion
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