Rapid7, Inc. (RPD) Form 8-K — Nov 4, 2026
Rapid7 reported Q3 2026 revenue of $212.4 million, down 2.5% year-over-year, with ARR of $819.7 million down 2.2%. Profitability improved: GAAP income from operations was $9.0 million (vs $5.9 million a year ago) and non-GAAP EPS of $0.60 beat the prior year's $0.57, with $26.5 million in free cash flow. Guidance points to continued contraction, with Q4 revenue of $208-210 million (-4% to -3% YoY) and full-year ARR expected at roughly $812 million, though the ~$130 million free cash flow outlook remains on track.
Key figures
- Eps
- 0.05
- Revenue
- 212400000
- Guidance
- Q4 2026: ARR ~$812M (-3% YoY), revenue $208-210M (-4% to -3%), non-GAAP income from operations $40-42M, non-GAAP diluted EPS $0.53-$0.55, FY free cash flow ~$130M. FY2026 revenue $841-843M.
- Cash Position
- 731600000
- Arr
- $819.7 million
- Customers
- approximately 11,800
- Free cash flow
- $26.5 million
- Adjusted ebitda
- $52.6 million
- Operating cash flow
- $30.1 million
- Non gaaap eps diluted
- 0.6
- Convertible notes current
- $598.8 million
- Non gaap income from operations
- $46.2 million
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