NASDAQ$GTLB

GitLab · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

GitLab reported fourth quarter fiscal 2026 results with 23% revenue growth, improved operating margins, and strong free cash flow generation.

GitLab delivered 23% year-over-year revenue growth in Q4 FY2026, expanded non-GAAP operating margin to 21%, and generated $41.8 million in adjusted free cash flow, while GAAP results remained slightly negative.

  • Revenue increased 23% year over year to $260402000.
  • Non-GAAP operating margin expanded to 21% from 18% last year.
  • GAAP net loss attributable to GitLab was $2597000.
  • Adjusted free cash flow totaled $41756000.

Headline financials

Total Revenue

$260M

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

$0.30

Previous: $0.35-14.3%
Free Cash Flow

$41.8M

No prior period
Net Income

-$2.6M

Previous: $10.8M-124.0%
Operating Income

-$5.16M

Previous: $37.4M-113.8%
Gross Profit

$225M

Previous: $189M+19.5%

Revenue & EPS history

GitLab · Revenue · Quarterly

$260M

Q4 2026+23.2%vs Q4 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 guided for continued revenue growth and profitability expansion in Q1 FY2027 and full fiscal year 2027.

Tailwinds

  • Q1 FY2027 revenue expected between 253000000 and 255000000.
  • FY2027 revenue expected between 1099000000 and 1118000000.
  • Q1 FY2027 non-GAAP operating income expected between 32000000 and 34000000.
  • FY2027 non-GAAP operating income expected between 129000000 and 137000000.
  • FY2027 non-GAAP EPS expected between 0.76 and 0.80.

Headwinds

  • GAAP profitability not yet achieved.
  • Gross margin declined year over year.
  • Non-GAAP net income declined year over year in Q4.
  • Adjusted free cash flow decreased compared to prior year.
  • Guidance subject to macroeconomic and competitive risks.

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 Q4 2026

Historical avgQ4 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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