SailPoint, Inc. (SAIL) Form 8-K — Sep 9, 2026

Key figures

Eps Beat

0

Revenue

$308.8 million (Q2 FY27, +17% YoY)

Guidance

Q3 FY27: ARR $1,288-$1,292M (+24% YoY), revenue $326-$330M (+16-17%), adjusted EPS $0.07-$0.08. FY27: ARR $1,375-$1,385M (+22-23%), revenue $1,265-$1,275M (+18-19%), adjusted EPS $0.30-$0.34, adjusted operating margin 18.7-19.3%. Reiterated FY29 targets: ARR at least $2.1B, AI-driven ARR at least $800M, adjusted operating margin at least 22%, free cash flow at least $400M.

Net Income

-$50.36 million net loss (vs -$10.55 million in Q2 FY26)

Debt Amount

0

Revenue Yoy

+17%

Total Assets

$7.58 billion

Cash Position

$309.85 million cash and cash equivalents

Interest Rate

0

Gross Proceeds

0

Offering Price

0

Shares Offered

0

Shares Outstanding

568,113 thousand weighted average shares (basic and diluted)

Arr

$1.231 billion (+25% YoY)

Rpo

$1.9 billion (+30% YoY)

Crpo

$931 million (+27% YoY)

Goodwill

$5.25 billion

Saas arr

$847 million (+36% YoY)

Adjusted eps

$0.09 vs $0.07 prior year

Ai driven arr

>$70 million, >30% of net new ARR

Free cash flow

$37.4 million (vs $46.0 million prior year)

Gaap operating loss

-$59.0 million (-19% of revenue) vs -$40.8 million (-15%)

Operating cash flow

$45.0 million

Net new saas arr yoy

+34%, 97% of net new ARR

Saas customer growth

+16% YoY; ARR per SaaS customer >$400,000 (+17%)

Equity based compensation

$68.3 million in the quarter

Business acquisitions cash

$118.2 million (Entro Security)

Adjusted income from operations

$62.8 million (20.3% margin) vs $54.0 million prior year

Price after filing

Close on the filing date to close N calendar days later (from $18.82). Historical, not a forecast.