Tenable Announces Third Quarter 2026 Financial Results
Tenable beat every guided metric in Q3 2026, with revenue of $276.4 million up 9.5% year-over-year and non-GAAP diluted EPS of $0.63 versus $0.42 a year ago. Margins expanded sharply — non-GAAP operating margin hit 27.1%, up 380 basis points, while GAAP net income rose to $11.3 million from $2.3 million. Net expansion rate improved to 107% with 413 new enterprise platform customers added. The company raised full-year guidance to $1.084B-$1.087B in revenue with non-GAAP EPS of $2.16-$2.19, and repurchased 6.8 million shares for $223.8 million during the quarter.
Key figures
- Eps
- $0.63 non-GAAP diluted / $0.10 GAAP diluted
- Revenue
- 276387000
- Guidance
- Q4 2026 revenue $277.0M-$280.0M, non-GAAP EPS $0.56-$0.58; FY26 revenue $1.084B-$1.087B (raised), non-GAAP EPS $2.16-$2.19, unlevered FCF $289M-$295M
- Revenue Yoy
- 9.5%
- Buyback value
- 223800000
- Unlevered fcf
- 69399000
- Gaap net income
- 11299000
- Net expansion rate
- 107%
- Shares repurchased
- 6800000
- Non gaap net income
- 72912000
- Operating cash flow
- 72516000
- Gaap operating margin
- 6.0%
- Non gaap operating income
- 74888000
- Non gaap operating margin
- 27.1%
- Revolving credit facility
- 400000000
- Convertible notes offering
- 800000000
- Net new six figure customers
- 39
- New enterprise platform customers
- 413
- Remaining performance obligations
- 1063044000
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.