Company Analysis

Qualys, Inc. (QLYS)

Nasdaq: QLYS · Services-Prepackaged Software · Foster City, CA · filing with the SEC since 2002
Grade6.0
◀ Past 6.4● Present 7.2▶ Future 4.8
The companyfiscal 2025, as filed
Revenue$669M+10.1%
Net income$198M+14.2%
Earnings per share$5.44+17.0%
Operating cash flow$309M+26.8%
Cash$250M+7.8%
Debtn/a
Shareholders’ equity$561M+17.6%
Shares, diluted36.5M-2.4%
Return on equity35.3%
The recordfrom its filings
Filings in 202695
Newest filingNov 9 · 10-Q
Annual reportFeb 20, 2026
Quarterly reportNov 9, 2026
Next report due10-K by Mar 1
Insider sales, 12 months$23.7M
Insider buys, 12 months$0.00
Patents granted52
Filer categoryLarge accelerated filer
Trailing twelve months to Sep 2026Revenue $721MNet income $213MCash from operations $332Mthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
16171819202122232425
As filed, in USD. Nothing here is a forecast.

The company now

Qualys reported second-quarter 2026 revenue of $182.2 million on August 4, 2026, up 11% from $164.1 million a year earlier 1. Net income under US accounting rules (GAAP) was $52.4 million, or $1.50 per diluted share 1.

Operating cash flow rose 77% to $59.6 million, and GAAP operating income reached $61.9 million, 34% of revenue 1. Gross margin was 83%, against 82% a year earlier 1.

Management now expects full-year 2026 revenue of $732.0 million to $738.0 million, up from its earlier range of $721.0 million to $727.0 million 1. For the third quarter it expects $185.5 million to $187.5 million 1.

The chief executive, Sumedh Thakar, pointed to adoption of its AI-native Risk Operations Center, a growing federal pipeline and early engagement with QFlex as signs of demand 1. The 10-Q adds that existing customers supplied 97% of the quarter's revenue increase and new customers only 3% 2.

The newest quarterly report on file covers the period ended June 30, 2026 2. In the same quarter its TotalCloud product achieved FedRAMP High authorization, the top level of the US government's cloud-security program, sponsored by the Drug Enforcement Administration 16.

As of Nov 4, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.

News

Nov 9, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
Nov 9, 2026 · SEC EDGAR · Form 8-K
Results released
Open the filing on sec.gov
Nov 6, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 6, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 6, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 3, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 3, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 3, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 21, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
An outside story is shown by its headline, its source and its link only. The SI reads the page when you ask it to break one down.
SI Assistanton QLYS · research, not advice