Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
Guidewire closed fiscal 2026 with revenue of $1,475.4 million, up 23% year over year, and ARR of $1,242 million, up 19% on a constant-currency basis, with fully ramped ARR up 22% to $1,578 million. Profitability scaled sharply: GAAP operating income rose to $149.9 million from $41.1 million, non-GAAP operating income to $339.9 million from $208.2 million, and operating cash flow margin reached 26% on $389.7 million generated. GAAP diluted EPS was $1.63 versus $0.81 a year ago; non-GAAP diluted EPS was $3.43 versus $2.51.
Key figures
- Eps
- 1.63
- Guidance
- FY27: ending ARR $1,450M-$1,460M, total revenue $1,707M-$1,727M, GAAP operating income $197M-$217M, non-GAAP operating income $403M-$423M, operating cash flow $445M-$465M; Q1 FY27: total revenue $372M-$378M, ending ARR $1,253M-$1,259M
- Revenue Yoy
- 23%
- Arr growth
- 19%
- Q4 revenue
- 411100000
- Buyback total
- 606300000
- Buyback shares
- 4085350
- Free cash flow
- 358657000
- Q4 revenue yoy
- 15%
- Fully ramped arr
- 1578000000
- Buyback avg price
- 148.41
- Operating cash flow
- 389700000
- Q4 gaap diluted eps
- 0.38
- Arr constant currency
- 1242000000
- Gaap operating income
- 149900000
- Fully ramped arr growth
- 22%
- Q4 non gaap diluted eps
- 0.99
- Non gaap diluted eps fy26
- 3.43
- Non gaap operating income
- 339900000
- Operating cash flow margin
- 26%
- Buyback authorization remaining
- 31900000
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