NASDAQ$GTLB

GitLab · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

GitLab reported strong Q2 FY26 results with solid revenue growth and expanded non-GAAP profitability.

GitLab posted 29% year-over-year revenue growth in Q2 FY26, supported by increased large customer adoption and strong net retention. While GAAP results showed a loss, the company achieved solid non-GAAP profitability and positive free cash flow.

  • Revenue grew 29% YoY to $236M.
  • Non-GAAP EPS reached $0.24 while GAAP EPS was -$0.06.
  • Adjusted free cash flow hit $46.5M.
  • Customers with over $100K in ARR increased by 25% YoY.

Headline financials

Total Revenue

$236M

Previous: $183M+29.2%
EPS

-$0.06

Previous: $0.08-175.0%
Customers >$5K ARR

10.3K

Previous: 9.3K+11.0%
Customers >$100K ARR

1.3K

Previous: 1.1K+25.0%
Dollar-Based Net Retention Rate

121.0%

No prior period
Capital Expenditures

-$3.82M

Previous: -$1.55M-146.0%
Free Cash Flow

-$13M

Previous: $11.4M-214.3%
Net Income

-$9.21M

Previous: $12.9M-171.1%
Operating Income

-$18.4M

Previous: -$41M+55.2%
Gross Profit

$207M

Previous: $161M+28.7%

Revenue & EPS history

GitLab · Revenue · Quarterly

$236M

Q2 2026+29.2%vs Q2 2025
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

GitLab · $150M total across 2 segments · Q3 2024

  • Subscription—self-managed and SaaS
    $131M+33.1%
  • License—self-managed and other
    $18.7M+28.4%

Forward guidance

GitLab expects continued revenue growth and profitability improvements in Q3 and full FY26, guided by strength in its AI-powered DevSecOps platform and enterprise adoption.

Tailwinds

  • Q3 FY26 revenue guided to $238M–$239M
  • FY26 revenue guided to $936M–$942M
  • Q3 non-GAAP EPS expected at $0.19–$0.20
  • FY26 non-GAAP EPS guided to $0.82–$0.83
  • Non-GAAP operating income guided at $133M–$136M for FY26

Headwinds

  • GAAP losses continue despite growth
  • Lower GAAP gross margin compared to prior year
  • Higher R&D and G&A expenses
  • Decline in GAAP net income YoY
  • Uncertainty due to CFO transition mid-September

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+2.6%

Avg return

Earnings day

+5.4%

Avg return

5 days after

+1.6%

Avg return

30 days after

52%

12 / 23 earnings

Positive

+37.7%

Q1 2024

Best reaction

-23.4%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-7.2%-7.9%-15.5%
Q3 2026-12.8%-9.9%-16.6%
Q2 2026-7.3%+2.7%+0.0%
Q1 2026-0.1%+2.7%+2.3%
Q4 2025+11.6%+0.2%-24.4%
Q3 2025+0.9%-7.5%-10.2%
Q2 2025+14.7%+12.0%+2.9%
Q1 2025-5.2%-7.6%+12.7%
Q4 2024-19.7%-21.3%-22.9%
Q3 2024+12.4%+12.8%+11.2%
Q2 2024+1.7%+6.5%-9.4%
Q1 2024+37.7%+39.9%+50.3%
Q4 2023-23.4%-16.8%-23.6%
Q3 2023+1.6%+12.4%+3.1%
Q2 2022+16.6%+30.2%+12.1%
Q2 2023+12.1%+20.0%+17.5%
Q1 2022+26.4%+12.8%+48.3%
Q1 2023+24.6%+9.8%+36.8%
Q1 2020-7.1%+2.0%-15.0%
Q4 2022+0.5%+76.9%+43.3%
Q4 2021-5.4%-15.9%-21.6%
Q3 2021-5.4%-15.9%-21.6%
Q3 2022-7.1%-14.8%-21.7%
Q2 2021
Q1 2021

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