The 90% Q4 revenue growth and swing to profitability are transformative for a $57M market cap company. Monitor the next 10-Q for continued recurring billings growth and margin expansion; the lack of formal FY2027 guidance leaves some uncertainty but the trajectory is strongly positive.
Price Chart
Executive Summary
FatPipe reported Q4 FY2026 revenue of $7.2M (+90% YoY) and net income of $4.0M (vs -$0.37M loss in Q4 2025), with FY2026 revenue of $19.2M (+18% YoY) and net income of $5.0M (+154% YoY). The company highlighted 56% YoY growth in monthly recurring billings and an Adjusted EBITDA margin of ~28% for the full year, though no formal guidance was provided for FY2027.
Key Financial Metrics
Key Facts
- Q4 FY2026 revenue $7.2M, +90% YoY from $3.8M
- Q4 FY2026 net income $4.0M vs -$0.37M loss in Q4 2025
- FY2026 revenue $19.2M, +18% YoY
- FY2026 net income $5.0M, +154% YoY
- FY2026 diluted EPS $0.35 vs $0.15 in FY2025
- FY2026 Adjusted EBITDA $5.4M, margin ~28%
- Q4 monthly recurring billings grew 56% YoY
- No formal FY2027 guidance provided in the release
Financial Impact
Q4 revenue surged 90% YoY to $7.2M; net income swung from -$0.37M loss to $4.0M profit; FY2026 net income grew 154% to $5.0M
Risk Factors
- No formal FY2027 guidance provided, creating uncertainty on sustainability of growth
- Small customer base concentration risk not disclosed
- Competitive pressure from larger SD-WAN and cybersecurity vendors
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001493152-26-024173 |
| Exhibit: ex99-1.htm | 0001493152-26-024173 |
| Document: 0001493152-26-024173-index-headers.html | 0001493152-26-024173 |
| Document: 0001493152-26-024173-index.html | 0001493152-26-024173 |
| Document: 0001493152-26-024173.txt | 0001493152-26-024173 |
| 8-K Data (Synthetic) | 0001493152-26-024173 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 19d ago | 8-K | $4.93 | awaiting T+20 | — | $5.35 (+8.52%) |
Sep 14, 2026 6w ago | 8-K | $5.73 $4.96 | ▼ −13.36% | ▼ −16.34% | $5.35 (−6.55%) |
Jul 30, 2026 12w ago | 8-K | $6.08 $6.14 | ▲ +0.99% | ▼ −2.00% | $5.35 (−12.01%) |
Jul 30, 2026 12w ago | Press Release | $6.08 $6.14 | ▲ +0.99% | ▼ −2.00% | $5.35 (−12.01%) |
Jul 23, 2026 13w ago | 8-K | $4.63 $6.15 | ▲ +32.72% | ▲ +29.41% | $5.35 (+15.55%) |
Jul 21, 2026 14w ago | 8-K | $4.50 $6.08 | ▲ +35.11% | ▲ +32.55% | $5.35 (+18.89%) |
Jul 14, 2026 15w ago | EFFECT | $4.92 $7.04 | ▲ +43.09% | ▲ +40.60% | $5.35 (+8.74%) |
May 18, 2026 23w ago | 8-K | $4.75 $5.51 | ▲ +16.00% | ▲ +15.01% | $5.35 (+12.63%) |
Apr 30, 2026 25w ago | 8-K | $3.04 $7.66 | ▲ +151.97% | ▲ +147.01% | $5.35 (+75.99%) |
Mar 5, 2026 33w ago | 8-K | $1.75 $2.15 | ▲ +22.86% | ▲ +26.65% | $5.35 (+205.71%) |
US Market Status
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