PagerDuty, Inc. (PD)

From the record

PagerDuty, Inc.'s filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2024-04-15) (its current reports).

From the record

PagerDuty, Inc.'s 9 filed years say what it did: revenue went from $80 million in fiscal 2018 to $493 million in fiscal 2026, up 25.6% a year; it rose in 8 of 8 years; it never fell from a peak; net income was positive in 1 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-01-31, PagerDuty, Inc.'s diluted share count grew about 1.6% a year, and dividends and buybacks returned about 94% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 9 sales (9 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-10-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-01-31, PagerDuty, Inc. earned about 68 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 42 cents per dollar of everything the company owns. Leverage: it owed about 74 cents per dollar of assets, and net share issuance: its share count grew 1.1% over the year (the filed statements).

From the record

PagerDuty, Inc.'s standing among 218 graded names in its industry family: revenue of $493 million in fiscal 2026 ranks in the top 49% by size; a net margin of 35.2% ranks in the top 6%; revenue growth of 9.9% a year over the last 3 filed years ranks in the bottom 44% (its annual reports).

From the record

PagerDuty, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Dilullo, John D (Chief Executive Officer, as filed), filing under that title since 2026-05-13, 6 months (bottom 10% of its family); the 16 officers and directors filing in the last fifteen months have been on the record a median of 3.5 years (bottom 18%); 13 officer or director changes were reported on Form 8-K since 2023-11-13, against the 16 people in charge now (bottom 20%; 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

PagerDuty, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $238 million against debt of $421 million leaves -18.4% of its assets as net cash, bottom 10% of its family; cash from operations less capital spending is 22.7% of revenue (top 29%); a gross margin of 84.9% (top 9%); research spending of 25.8% of revenue (top 34%) (its annual report).

From the record

PagerDuty, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 9.9% a year over the last three filed years against 25.6% over all 9, slowing (bottom 24% of its family); the newest year grew 5.4% (bottom 28%); research spending grew -2% a year (bottom 26%); capital spending grew -14.1% a year (bottom 35%) (its annual reports). PagerDuty, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

PagerDuty, Inc.'s newest year against its own record: revenue of $493 million in fiscal 2026 came in 6.2% below the $525 million its prior three years' pace pointed to (bottom 26% of its family); net income of $173 million against a prior three-year average of $82 million (top 4%); a net margin of 35.2% against -20.4% before (top 11%) (its annual reports).