Earnings Call
May 7, 2026
Q2 FY2026
EPS Estimate
0.65
EPS Actual
0.67
Post-Earnings Close
$22.68
Earnings Reaction
+12.3%
Gen Digital posted record revenue and earnings in its fiscal second quarter 2026, with reported revenue of just over $1.2 billion, up 25% year-over-year, and non-GAAP EPS of $0.62, up 15%, the eighth consecutive quarter of achieving or exceeding the company's 12%-15% EPS growth target. On a pro forma basis that includes MoneyLion in the prior-year comparison, revenue grew 10%, matching Q1's performance and confirming that the headline reported growth rate is largely an acquisition effect rather than an organic acceleration. The results prompted management to raise full-year revenue guidance by $95 million at the midpoint to a range of $4.92 billion to $4.97 billion, implying 25%-26% reported growth, with non-GAAP EPS guided to $2.51-$2.56.
Report generated on May 9, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
Read the full GEN analysis
The complete report, with key themes, analyst Q&A summary, notable quotes, and market context — is free with an account. No password, no card.