NASDAQ$GTLB

GitLab · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

GitLab reported Q4 FY26 revenue of $260.4M with non-GAAP net income of $51.7M and non-GAAP diluted EPS of $0.30.

Fourth-quarter revenue grew 23% to $260.4 million. GAAP net loss attributable to GitLab was $2.6 million ($0.02 per share) versus income a year ago; non-GAAP net income was $51.7 million ($0.30 diluted EPS). Full-year revenue was $955.2 million (+26%) with non-GAAP net income of $165.5 million. Management highlighted Enterprise Advanced momentum and guided FY27 revenue of about $1.099–$1.118 billion.

  • Q4 revenue $260.4M (+23% YoY).
  • Non-GAAP operating margin expansion; Enterprise Advanced at 10% of revenue.
  • FY26 revenue $955.2M; non-GAAP EPS $0.96.
  • Board authorized additional share repurchase capacity.
  • FY27 revenue growth guided to accelerate on platform strategy.

Headline financials

Total Revenue

$260M

Previous: $211M+23.2%
EPS (adj)

$0.30

Previous: $0.33-9.1%
Free Cash Flow

$41.8M

No prior period
Net Income

-$2.6M

Previous: $10.2M-125.5%
Operating Income

$93.7M

Previous: $37.4M+150.5%
Gross Profit

$225M

Previous: $189M+19.5%

Revenue & EPS history

GitLab · Revenue · Quarterly

$260M

Q4 2026+23.2%vs Q4 2025
Beat estimate in 15 of 16 quarters(94%)
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

Q1 FY27 revenue guided to $253.0–$255.0 million; FY27 revenue $1.099–$1.118 billion with continued investment in go-to-market and product.

Tailwinds

  • Strong ARR and large-customer growth.
  • Record gross and non-GAAP operating margins in Q4.
  • AI-powered DevSecOps demand.

Headwinds

  • GAAP profitability volatile due to stock comp.
  • Competitive pressure in DevOps platform market.
  • FX and macro could affect enterprise spending.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

+2.4%

Avg return

Earnings day

+5.0%

Avg return

5 days after

+1.6%

Avg return

30 days after

50%

12 / 24 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
Q1 2027-2.8%-2.4%
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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