NYSE$RBRK

Rubrik Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Rubrik reported Q2 fiscal 2026 revenue of $310M with a net loss of $96M and diluted loss per share of $0.49.

Second-quarter revenue was $309.9 million on subscription and security-cloud adoption. Net loss was $95.9 million and diluted loss per share was $0.49. ARR growth and operating leverage remain the investor focus.

  • Q2 revenue ~$310M; subscription mix continues to rise.
  • Diluted loss per share $0.49; net loss $96M.
  • Cyber-resilience demand supports land-and-expand motion.
  • Sales efficiency and stock-based comp weigh on profitability.

Headline financials

Total Revenue

$310M

No prior period
EPS (adj)

-$0.49

No prior period
Subscription ARR

$1.25B

No prior period
Customers with $100K+ Subscription ARR

2.5K

No prior period
Capital Expenditures

-$6.35M

No prior period
Free Cash Flow

-$102M

No prior period
Net Income

-$95.9M

No prior period
Operating Income

-$94.5M

No prior period
Gross Profit

$246M

No prior period
Cash & Equivalents

$323M

No prior period
Total Assets

$2.39B

No prior period

Revenue & EPS history

Rubrik Inc · Revenue · Quarterly

$310M

Q2 2026
Beat estimate in 8 of 9 quarters(89%)
ActualEstimate

Revenue by segment

Rubrik Inc · $175M total across 3 segments · Q4 2024

  • Subscription Revenue
    $159M
  • Other Revenue
    $9.48M
  • Maintenance Revenue
    $6.88M

Forward guidance

Outlook centers on ARR growth, R&D milestones, and cash runway for growth-stage software or biotech.

Tailwinds

  • Cybersecurity or pipeline milestones can re-rate the story.
  • Subscription or partnership economics improve visibility.

Headwinds

  • Operating losses and stock-based compensation persist.
  • Financing or trial setbacks could dilute shareholders.

Historical earnings impact

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

Avg. return before/after earnings

Based on 13 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+2.9%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+5.1%

Avg return

30 days after

57%

8 / 14 earnings

Positive

+27.8%

Q4 2025

Best reaction

-18.2%

Q2 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-4.7%-7.3%
Q4 2026-0.8%-3.6%-18.9%
Q3 2026+22.3%+27.7%+7.2%
Q2 2026-18.2%-23.2%-16.4%
Q1 2026-0.6%-9.9%-9.6%
Q4 2024+3.8%+2.6%+42.4%
Q4 2025+27.8%+28.4%+6.7%
Q3 2023+2.5%+3.6%-9.9%
Q3 2025+22.8%+31.6%+27.1%
Q2 2023-9.0%-3.8%+18.0%
Q2 2024+2.8%-0.7%+17.2%
Q1 2024+1.2%-4.6%+5.4%
Q1 2023+1.2%-4.6%+5.4%
Q1 2025-10.2%-9.1%-7.7%
Q4 2023

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