Form 8-K · Current report
Fortinet 8-K, filed Jul 29, 2026
- Filed
- CIK
- 0001262039
- Accession no.
- 0001262039-26-000018
Summary
Fortinet reported second-quarter 2026 revenue of $2.05 billion, up 26% year over year, with product revenue up 52% to $773 million and billings up 33% to $2.37 billion; GAAP EPS rose 44% to $0.82 and non-GAAP EPS rose 41% to $0.90. The company raised its full-year 2026 revenue guidance to 19% year-over-year growth and announced initiatives including an Intel collaboration on the Fortinet Security Processor 6 and AI security partnerships with Anthropic, OpenAI, and NVIDIA.
Key points
- Fortinet's Q2 2026 GAAP operating margin was 34% and non-GAAP operating margin was 38%; operating cash flow was $1.04 billion and free cash flow was $966 million.
- Fortinet guided third-quarter 2026 revenue to $2.010–$2.100 billion and full-year 2026 revenue to $8.020–$8.180 billion.
- Fortinet announced a strategic collaboration with Intel to develop the Fortinet Security Processor 6 (SP6), and launched the FortiGate 1200G series with FortiSASE Outpost and FortiSOC.
- Moody's Ratings upgraded Fortinet's senior unsecured notes rating to A3 from Baa1 and its senior unsecured shelf rating to (P)A3 from (P)Baa1.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. On July 29, 2026, Fortinet, Inc. issued a press release reporting its financial results for the second quarter ended June 30, 2026. A copy of the press release is furnished herewith as Exhibit 99.1 and is incorporated herein by reference. This information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. Item 9.01 Financial Statements and Exhibits. (d) Exhibits Exhibit No. …
An excerpt of the text as filed with the SEC, cut for length.
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