Solid revenue and cloud growth offset by slight earnings compression and EMEA weakness. Listen to the conference call for Q2 guidance and SkyHawk discontinued operations update. Share buyback indicates management confidence but not enough to override flat earnings.
Price Chart
Executive Summary
Radware reported Q1 2026 revenue of $79.8M (+11% YoY) and Cloud ARR of $98M (+23% YoY), but GAAP EPS slipped to $0.14 from $0.15. Non-GAAP EPS was $0.30 vs $0.31. The company also repurchased $29.4M in shares. Results show solid top-line growth offset by slight earnings contraction and EMEA weakness (-11% revenue).
Key Facts
- Revenue $79.8M, +11% YoY
- GAAP net income from continuing operations $6.1M ($0.14/diluted share) vs $6.6M ($0.15) YoY
- Non-GAAP net income from continuing operations $13.4M ($0.30/diluted) vs $13.6M ($0.31) YoY
- Cloud ARR $98M, +23% YoY
- Cash flow from continuing operations $19.9M
- Share repurchase $29.4M in Q1
- Americas revenue $38.4M (+40% YoY), EMEA $25.1M (-11% YoY), APAC $16.3M (flat)
- Cash and securities $433.8M at March 31, 2026
Financial Impact
Revenue up 11% but GAAP EPS down 6.7% YoY; non-GAAP EPS essentially flat. Cloud ARR growth strong.
Risk Factors
- Israeli shekel appreciation impacting expenses
- EMEA revenue decline (-11%) may signal regional headwinds
- GAAP net income decline despite revenue growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-002427 |
| Document: zk2635222.htm | 0001178913-26-002427 |
| Document: 0001178913-26-002427-index-headers.html | 0001178913-26-002427 |
| Document: 0001178913-26-002427-index.html | 0001178913-26-002427 |
| Document: 0001178913-26-002427.txt | 0001178913-26-002427 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 30, 2026 9w ago | Press Release | $24.93 $29.57 | ▲ +18.61% | ▲ +14.65% | $30.12 (+20.82%) |
Jul 6, 2026 12w ago | 6-K | $30.32 $26.19 | ▼ −13.62% | ▼ −13.06% | $30.12 (−0.66%) |
Jul 6, 2026 12w ago | Press Release | $30.32 $26.19 | ▼ −13.62% | ▼ −13.06% | $30.12 (−0.66%) |
Jun 25, 2026 14w ago | Press Release | $28.14 $28.94 | ▲ +2.84% | ▲ +2.31% | $30.12 (+7.04%) |
May 27, 2026 18w ago | 6-K | $29.01 $28.14 | ▼ −3.00% | ▼ −1.10% | $30.12 (+3.83%) |
May 27, 2026 18w ago | Press Release | $29.01 $28.14 | ▲ +3.00% | ▲ +1.10% | $30.12 (−3.83%) |
May 7, 2026 21w ago | 6-K | $28.36 $29.77 | ▲ +4.97% | ▲ +1.84% | $30.12 (+6.21%) |
May 5, 2026 21w ago | Press Release | $27.48 $31.55 | ▲ +14.81% | ▲ +9.86% | $30.12 (+9.61%) |
Apr 20, 2026 23w ago | Press Release | $26.78 $27.95 | ▲ +4.37% | ▼ −0.55% | $30.12 (+12.47%) |
Apr 20, 2026 23w ago | 6-K | $26.78 $27.95 | ▲ +4.37% | ▼ −0.55% | $30.12 (+12.47%) |
US Market Status
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