HUBSPOT INC (HUBS) Form 8-K — Aug 5, 2026
HubSpot reported Q2 2026 revenue of $911.7 million, up 20% year over year, and swung to GAAP profitability with net income of $43.3 million ($0.86 per diluted share) versus a $3.3 million loss a year earlier. Non-GAAP net income rose 40% to $164.8 million, or $3.26 per diluted share, with non-GAAP operating margin expanding to 20.3% from 17.0%. Separately, the Board authorized a new $1.0 billion share repurchase program running up to 24 months, on top of the $531.9 million of stock HubSpot bought back during Q2. The company ended the quarter with roughly $1.4 billion in cash, equivalents, and investments.
Key figures
- Eps
- 0.86
- Revenue
- 911700000
- Guidance
- Q3 2026: revenue $924.0-$925.0M (up 14% YoY, 15% cc), non-GAAP operating income $187.0-$188.0M (20% margin), non-GAAP EPS $3.25-$3.27. FY2026: revenue $3.678B-$3.686B (up 18% YoY, 16% cc), non-GAAP operating income $762.0-$766.0M (21% margin), non-GAAP EPS $13.23-$13.31.
- Net Income
- 43338000
- Revenue Yoy
- 20%
- Total Assets
- 3504395000
- Cash Position
- 1400000000
- Shares Outstanding
- 50.6 million weighted average basic and diluted (Q2 2026)
- Customers
- 306446
- Non gaap eps
- $3.26 (up from $2.23 basic / $2.19 diluted)
- Customer growth
- 14%
- Calculated billings
- 929700000
- Non gaap net income
- 164800000
- Operating cash flow
- 222800000
- Q2 share repurchases
- 531900000
- Subscription revenue
- 894000000
- Buyback authorization
- $1.0 billion over up to 24 months (August 2026 Share Repurchase Program)
- Gaap operating income
- 43300000
- Gaap operating margin
- 4.8% vs (3.2%) prior year
- Board size expanded to
- 11
- Non gaap free cash flow
- 167900000
- Cash and cash equivalents
- 958314000
- Non gaap operating income
- 185300000
- Non gaap operating margin
- 20.3% vs 17.0%
- Average subscription revenue per customer
- 11800
Price after filing
Close on the filing date to close N calendar days later (from $248.89). Historical, not a forecast.
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