NASDAQ$QLYS

Qualys Inc. · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Qualys reported Q3 2025 revenue of $169.9M, net income of $50.3M, diluted EPS of $1.39.

For Q3 2025, Qualys reported Revenue was $169.9M, net income was $50.3M, diluted EPS was $1.39. The filing discusses operating performance, liquidity, and outlook in MD&A.

  • Revenue $169.9M for Q3 2025.
  • Net income $50.3M.
  • Diluted EPS $1.39.

Headline financials

Total Revenue

$170M

Previous: $154M+10.4%
EPS (adj)

$1.39

Previous: $1.24+12.1%
GAAP Gross Margin

84.0%

Previous: 81.0%+3.7%
Non-GAAP Gross Margin

85.0%

Previous: 83.0%+2.4%
GAAP Operating Income Percentage

35.0%

No prior period
Non-GAAP Operating Income Percentage

47.0%

No prior period
GAAP Net Income Percentage

30.0%

No prior period
Non-GAAP Net Income Percentage

40.0%

No prior period
Adjusted EBITDA

$82.6M

No prior period
Adjusted EBITDA Percentage

49.0%

No prior period
Operating Cash Flow Percentage

53.0%

No prior period
Calculated Current Billings

$186M

No prior period
Calculated Current Billings Growth

11.0%

No prior period
Capital Expenditures

-$4.27M

Previous: -$6.5M+34.3%
Net Income

$50.3M

Previous: $46.2M+8.9%
Operating Income

$60M

Previous: $45M+33.4%
Gross Profit

$142M

Previous: $125M+13.6%

Revenue & EPS history

Qualys · Revenue · Quarterly

$170M

Q3 2025+10.4%vs Q3 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and risks; formal multi-year guidance varies by issuer.

Tailwinds

  • Management outlines strategic priorities and capital allocation.
  • Segment or product commentary supports the investment narrative.

Headwinds

  • Macro, rates, or input costs may affect margins.
  • One-time items can affect quarter-over-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 Q3 2025

Historical avgQ3 2025

+0.5%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+2.3%

Avg return

30 days after

56%

33 / 59 earnings

Positive

+27.8%

Q3 2024

Best reaction

-29.0%

Q1 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.7%-0.7%+19.3%
Q4 2025-13.3%-13.7%-22.8%
Q3 2025+20.7%+25.4%+20.5%
Q1 2025+0.7%+7.6%+11.9%
Q4 2024-3.7%-1.9%-9.5%
Q3 2024+27.8%+23.6%+25.8%
Q2 2024-5.8%-5.3%-7.0%
Q1 2024-12.0%-11.7%-20.6%
Q4 2023-4.0%-2.9%-4.6%
Q3 2023+11.9%+13.3%+23.7%
Q2 2023+6.2%+6.2%+15.3%
Q1 2023+8.3%+6.2%+20.8%
Q4 2022-1.2%-3.2%-4.2%
Q3 2022-19.6%-20.9%-12.8%
Q2 2022+11.7%+17.0%+17.8%
Q1 2022-3.0%-15.8%-1.9%
Q4 2021-15.4%-10.1%-6.5%
Q3 2021+9.7%+11.7%+2.1%
Q2 2021+7.5%+8.0%+14.8%
Q1 2021+3.5%+6.2%+5.4%
Q4 2020-19.0%-20.2%-22.5%
Q3 2020+3.8%+1.0%+1.3%
Q2 2020-13.0%-14.5%-14.0%
Q1 2020-1.0%-0.6%+3.0%
Q4 2019+0.5%+3.2%-20.4%
Q3 2019+3.3%+2.6%+5.9%
Q2 2019-5.4%-9.2%-10.7%
Q1 2019+1.7%-0.6%-1.8%
Q4 2018-13.1%-14.8%-10.5%
Q3 2018-2.6%+2.4%+5.6%
Q2 2018-3.7%-3.6%+0.8%
Q1 2018-2.5%-3.4%+0.0%
Q4 2017+12.4%+20.6%+28.7%
Q3 2017+6.9%+10.0%+12.9%
Q2 2017+10.7%+11.8%+15.2%
Q1 2017+5.4%+5.4%+10.2%
Q4 2016-4.8%-4.5%-5.0%
Q3 2016-4.9%-1.9%-11.5%
Q2 2016+3.4%+1.4%+14.8%
Q1 2016+2.1%
Q4 2015-27.6%
Q3 2015+0.7%
Q2 2015+5.0%
Q1 2015-29.0%
Q4 2014+16.3%
Q3 2014+8.5%
Q2 2014+23.7%
Q1 2014+8.5%
Q4 2013+1.8%
Q3 2013+2.6%
Q2 2013+13.3%
Q1 2013+1.4%
Q1 2011-1.9%
Q2 2011-1.9%
Q4 2010-1.9%
Q4 2012-4.1%
Q3 2011+1.7%
Q4 2011+1.7%
Q3 2012+2.1%
Q2 2012
Q1 2012

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