Palo Alto Networks, Inc. (PANW)

From the record

Palo Alto Networks, Inc.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2021-10-12) (its current reports).

From the record

Palo Alto Networks, Inc.'s 10 filed years say what it did: revenue went from $1.8 billion in fiscal 2017 to $11 billion in fiscal 2026, up 23.2% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 4 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-07-31, Palo Alto Networks, Inc.'s diluted share count grew about 3.7% a year, and dividends and buybacks returned about 14% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 140 sales (100 under scheduled 10b5-1 plans) and 2 purchases of their own stock on the open market in the year to 2026-11-05, buying about $10 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-07-31, Palo Alto Networks, Inc. earned about 1 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 17 cents per dollar of everything the company owns. Leverage: it owed about 43 cents per dollar of assets, and net share issuance: its share count grew 7.8% over the year (the filed statements).

From the record

Palo Alto Networks, Inc.'s standing among 19 graded names in its industry family: revenue of $11 billion in fiscal 2026 ranks in the top 3% by size; a net margin of 2.7% ranks in the top 29%; revenue growth of 18.5% a year over the last 3 filed years ranks in the top 13% (its annual reports).

From the record

Palo Alto Networks, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Arora, Nikesh (Chief Executive Officer, as filed), filing under that title since 2018-06-11, 8.4 years (top 12% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 7.6 years (top 12%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 43%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Palo Alto Networks, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $2.5 billion against no long-term debt tagged leaves 5.2% of its assets as net cash, bottom 29% of its family; cash from operations less capital spending is 35.8% of revenue (top 8%); a gross margin of 70.4% (top 28%); research spending of 22.2% of revenue (top 16%) (its annual report).

From the record

Palo Alto Networks, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 18.5% a year over the last three filed years against 23.2% over all 10, slowing (bottom 44% of its family); the newest year grew 24.5% (top 14%); research spending grew 16.7% a year (top 9%); capital spending grew 44.3% a year (top 14%) (its annual reports). Palo Alto Networks, Inc. reported 3 product lines in fiscal 2026: Subscription at $6.2 billion (54%), Support at $3.0 billion (26%), Product at $2.3 billion (20%); 3 of 3 grew against the year before (its annual report).

From the record

Palo Alto Networks, Inc.'s newest year against its own record: revenue of $11 billion in fiscal 2026 came in 7.6% above the $11 billion its prior three years' pace pointed to (top 36% of its family); net income of $307 million against a prior three-year average of $1.4 billion (bottom 31%); a net margin of 2.7% against 16.9% before (bottom 25%) (its annual reports).