Fortinet's stock surged 8.96% in post-market trading on Thursday, following the release of the company's fourth quarter and full-year 2025 financial results.
The after-hours rally was driven by Fortinet reporting better-than-expected Q4 2025 results, with adjusted earnings per share of $0.81 beating the consensus estimate of $0.74, and revenue of $1.91 billion surpassing the $1.86 billion forecast. The company also announced strong full-year 2026 guidance, expecting revenue between $7.50 billion and $7.70 billion, and expanded its share repurchase program by $1.0 billion.
Fortinet's Q4 performance was highlighted by a 15% year-over-year revenue growth and an 18% increase in billings to $2.37 billion, with product revenue growing 20%. The company's management expressed confidence in continued growth across its Secure Networking, Unified SASE, and AI-Driven Security Operations business pillars.