These strong full-year results and continued Q1 momentum confirm Cognyte's improved profitability and growth trajectory. Monitor the AGM for any strategic updates and subsequent quarterly reports to see if booking trends and free cash flow sustain the acceleration in adjusted EBITDA.
Price Chart
Executive Summary
Cognyte's proxy statement for the September 3, 2026 Annual General Meeting includes FYE26 financial highlights showing 14% revenue growth to $400M, 66% adjusted EBITDA growth to $48M, full-year GAAP operating profitability, and a debt-free balance sheet with $116.9M cash. Q1 FYE27 non-GAAP revenue grew 10.4% to $105.5M with $13.6M adjusted EBITDA. The strong financial performance and operating leverage are the material takeaways from this otherwise routine proxy solicitation.
Key Facts
- FYE26 revenue grew 14.1% YoY to $400.0 million (from $350.6 million)
- FYE26 adjusted EBITDA grew 65.7% to $48.2 million (from $29.1 million)
- FYE26 GAAP operating income of $13.3 million versus a $5.1 million loss in FYE25
- Non-GAAP gross margin expanded 200bps to 73.0%
- Ended FYE26 with $116.9 million cash and zero debt
- Q1 FYE27 non-GAAP revenue $105.5 million, up 10.4% YoY; adjusted EBITDA $13.6 million
- The company executed its share repurchase program during the year
Financial Impact
Revenue increased $49.4M YoY; adjusted EBITDA increased $19.1M YoY; GAAP operating income swung from -$5.1M to +$13.3M
Risk Factors
- Geopolitical exposure in Israel and reliance on government contracts
- Slowing Q1 FYE27 revenue growth (10.4%) relative to FYE26 (14.1%)
- Cash from operations declined 13.8% YoY in FYE26 despite higher profits
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001140361-26-030039 |
| Document: ny20075496x1_6k.htm | 0001140361-26-030039 |
| Document: ny20075496x1_ex99-2.htm | 0001140361-26-030039 |
| Document: 0001140361-26-030039-index-headers.html | 0001140361-26-030039 |
| Document: 0001140361-26-030039-index.html | 0001140361-26-030039 |
| Document: 0001140361-26-030039.txt | 0001140361-26-030039 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 6w ago | 6-K | $8.15 $8.72 | ▲ +6.99% | ▲ +5.05% | $10.03 (+23.13%) |
Sep 8, 2026 6w ago | 6-K | $8.23 $8.83 | ▲ +7.29% | ▲ +5.58% | $10.03 (+21.93%) |
Sep 1, 2026 7w ago | 6-K | $8.44 $8.69 | ▲ +2.96% | ▲ +2.64% | $10.03 (+18.90%) |
Jul 29, 2026 12w ago | 6-K | $8.78 $9.02 | ▲ +2.73% | ▼ −1.23% | $10.03 (+14.29%) |
May 26, 2026 21w ago | 6-K | $10.40 $8.07 | ▼ −22.40% | ▼ −20.46% | $10.03 (−3.51%) |
US Market Status
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