NYSE$DT

Dynatrace Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Dynatrace reported fiscal Q4 2026 total revenue of $532M with GAAP diluted EPS of $0.06 and non-GAAP diluted EPS of $0.41.

Fourth quarter total revenue rose 19% to $532 million as ARR surpassed $2.05 billion (+16% constant currency). GAAP diluted EPS was $0.06; non-GAAP diluted EPS was $0.41. The company repurchased $224 million of stock in the quarter under an expanded buyback program.

  • Fiscal Q4 revenue $532M (+19% YoY).
  • ARR exceeded $2.05B with 16% constant-currency growth.
  • Non-GAAP diluted EPS $0.41.
  • Record large-deal momentum and Log management growth over 100% YoY.

Headline financials

Total Revenue

$445M

Previous: $381M+16.9%
EPS (adj)

$0.41

Previous: $0.30+36.7%
Total ARR

$1.73B

Previous: $1.5B+15.3%
Constant Currency ARR Growth

17.0%

No prior period
Constant Currency Revenue Growth

19.0%

No prior period
Constant Currency Subscription Revenue Growth

20.0%

No prior period
Non-GAAP Operating Margin

26.0%

Previous: 25.0%+4.0%
Free Cash Flow Margin

33.0%

Previous: 32.0%+3.1%
Capital Expenditures

-$14.6M

Previous: -$10.4M-39.9%
Net Income

$39.3M

Previous: $37.9M+3.6%
Operating Income

$42.9M

Previous: $23.1M+85.6%
Gross Profit

$360M

Previous: $304M+18.6%

Revenue & EPS history

Dynatrace · Revenue · Quarterly

$445M

Q4 2025+16.9%vs Q4 2024
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Dynatrace · $352M total across 2 segments · Q2 2024

  • Subscription
    $334M+28.0%
  • Service
    $17.2M-4.5%

Forward guidance

Management issued fiscal-year revenue and EPS guidance emphasizing ARR growth, margins, and capital returns.

Tailwinds

  • Bookings and ARR growth support medium-term revenue stabilization.
  • Share repurchases and strong cash generation.

Headwinds

  • Macro IT spending uncertainty and pricing pressure.
  • Integration and restructuring can affect comparability.

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 2025

Historical avgQ4 2025

+1.6%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+4.2%

Avg return

30 days after

57%

16 / 28 earnings

Positive

+20.5%

Q3 2023

Best reaction

-21.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-15.1%+1.6%+4.0%
Q3 2026+7.3%+10.4%+11.5%
Q2 2026-4.3%-5.9%-10.4%
Q1 2026-0.1%-8.9%-1.0%
Q4 2025+6.0%+5.4%+4.9%
Q3 2025+0.7%+3.4%-0.2%
Q2 2025-6.4%-5.4%+3.2%
Q1 2025+16.8%+16.1%+23.9%
Q4 2024+4.4%+4.2%-1.1%
Q3 2024-11.3%-14.2%-22.8%
Q2 2024+7.3%+9.8%+23.5%
Q1 2024-13.5%-12.5%-12.7%
Q4 2023+5.1%+5.0%+9.4%
Q3 2023+20.5%+20.6%+12.8%
Q2 2023-2.7%-1.2%+14.3%
Q1 2023+6.3%+9.7%-4.1%
Q4 2022+12.5%+15.8%+17.2%
Q3 2022-21.8%-16.0%-26.4%
Q2 2022-4.6%-4.9%-19.0%
Q1 2022+2.0%+2.6%+7.2%
Q4 2021-1.9%+2.8%+22.2%
Q3 2021+17.6%+27.5%+13.4%
Q2 2021-11.4%-15.4%-5.8%
Q1 2021+4.0%+1.6%+6.2%
Q4 2020-1.7%-1.4%+5.8%
Q3 2020+11.8%+5.4%+12.6%
Q2 2020+9.3%+12.3%+43.5%
Q1 2020+7.1%-6.9%-13.9%
Q4 2019
Q3 2019
Q2 2018
Q1 2018
Q4 2018
Q3 2017

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro