NASDAQ$SAIL

SailPoint Inc · Q3 2026 earnings

Q3 2026 earnings ·

Briefing

SailPoint reported Q3 2026, revenue of $281.9M.

For Q3 2026, SailPoint reported revenue of $281.9M. Management discusses segment performance, capital allocation, and outlook in the earnings filing.

  • Revenue $281.9M.
  • SailPoint highlights liquidity, operations, and 2026 priorities.
  • SailPoint highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$282M

No prior period
EPS (adj)

$1.00

No prior period
Capital Expenditures

-$4.19M

No prior period
Free Cash Flow

-$40.2M

No prior period
Net Income

-$36M

No prior period
Operating Income

-$41.6M

No prior period
Gross Profit

$187M

No prior period
Cash & Equivalents

$298M

No prior period
Total Assets

$7.47B

No prior period

Revenue & EPS history

SailPoint Inc · Revenue · Quarterly

$282M

Q3 2026
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

The release discusses SailPoint's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • SailPoint cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.
  • Cloud and subscription revenue growth support recurring revenue visibility.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.
  • SBC, capEx, and competitive pricing can pressure GAAP profitability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 3 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

-1.6%

Avg return

Earnings day

+3.6%

Avg return

5 days after

-2.1%

Avg return

30 days after

50%

2 / 4 earnings

Positive

+5.7%

Q3 2026

Best reaction

-11.3%

Q1 2027

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-11.3%
Q3 2026+5.7%+3.8%-1.1%
Q2 2026-4.1%+5.0%+5.2%
Q1 2026+3.4%+1.9%-10.4%

Discussion

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