NASDAQ$PLTR
Palantir Technologies Inc. · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Palantir reported Q4 2025 revenue of $1.41B with GAAP net income of $609M and diluted EPS of $0.24.
Revenue grew 70% year over year to $1.41 billion as U.S. commercial revenue surged 137% to $507 million. GAAP net income was $609 million (43% margin) with adjusted EPS of $0.25. Management guided 2026 revenue growth of 61% and U.S. commercial revenue above $3.14 billion.
- Q4 revenue $1.41B (+70% YoY); U.S. revenue $1.08B (+93%).
- U.S. commercial revenue $507M (+137% YoY).
- GAAP net income $609M; adjusted EPS $0.25.
- FY26 revenue guide $7.18B–$7.20B (+61% at midpoint).
Headline financials
Revenue & EPS history
Palantir · Revenue · Quarterly
$1.41B
Forward guidance
The release discusses Palantir's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.
Tailwinds
- Palantir cites operational execution and demand trends supporting the outlook.
- Balance sheet and liquidity actions aim to fund growth and returns.
- Management issued or reiterated forward revenue and margin targets.
Headwinds
- Macro, pricing, and input-cost volatility could pressure margins.
- Segment mix and one-time items may affect quarter-to-quarter comparability.
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 2025
+2.3%
Avg return
Earnings day
+6.3%
Avg return
5 days after
+16.4%
Avg return
30 days after
54%
15 / 28 earnings
Positive
+28.9%
Q1 2023
Best reaction
-23.1%
Q1 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -8.6% | -5.6% | -3.3% | |
| Q4 2025 | +6.8% | -8.0% | +3.3% | |
| Q3 2025 | -7.9% | -14.1% | -14.1% | |
| Q2 2025 | +7.8% | +16.4% | -2.8% | |
| Q1 2025 | -12.0% | -5.2% | -3.1% | |
| Q4 2024 | +24.0% | +32.4% | -3.9% | |
| Q3 2024 | +22.0% | +39.3% | +66.6% | |
| Q2 2024 | +7.5% | +21.3% | +23.6% | |
| Q1 2024 | -8.3% | -11.7% | -1.6% | |
| Q4 2023 | +28.5% | +43.2% | +53.7% | |
| Q3 2023 | +26.6% | +26.0% | +35.9% | |
| Q2 2023 | -6.4% | -15.3% | -15.9% | |
| Q1 2023 | +28.9% | +28.2% | +98.2% | |
| Q4 2022 | +22.8% | +22.5% | +5.2% | |
| Q3 2022 | -9.1% | +6.1% | -10.8% | |
| Q2 2022 | -19.2% | -13.4% | -35.5% | |
| Q1 2022 | -23.1% | -12.0% | -3.2% | |
| Q4 2021 | -21.1% | -25.0% | -8.2% | |
| Q3 2021 | -15.8% | -14.7% | -28.2% | |
| Q2 2020 | +11.4% | +3.5% | +19.8% | |
| Q2 2021 | +11.4% | +7.2% | +17.6% | |
| Q1 2020 | -9.1% | +1.2% | +22.1% | |
| Q1 2021 | +2.3% | +8.7% | +30.7% | |
| Q4 2018 | +3.5% | -1.5% | -5.8% | |
| Q4 2020 | -15.1% | -9.1% | -24.9% | |
| Q4 2019 | +9.3% | +22.8% | +86.6% | |
| Q3 2019 | +9.3% | +22.8% | +86.6% | |
| Q3 2020 | -1.0% | +11.8% | +70.4% | |
| Q2 2019 | — | — | — | |
| Q1 2019 | — | — | — |
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