CGNT · Cognyte Software Ltd.

Summary

Cognyte Software Ltd. reported Q4 FYE26 revenue of $106.2 million (up 12.4% YoY) and FYE26 revenue of $400.0 million (up 14.1% YoY), with GAAP operating income of $5.2 million and $13.3 million respectively, and positive GAAP net income in both periods. The company guides FYE27 revenue to $448 million (+/- 3%) with Adjusted EBITDA of $68 million and expanded its share repurchase program by $20 million.

Key takeaways

• Q4 FYE26 revenue $106.2 million, up approximately 12.4% YoY
• FYE26 revenue $400.0 million, up approximately 14.1% YoY
• Q4 FYE26 GAAP net income $5.1 million vs net loss $0.2 million YoY
• FYE26 GAAP net income $4.6 million vs net loss $7.2 million YoY
• FYE27 revenue guidance $448 million (+/- 3%), Adjusted EBITDA ~$68 million, Non-GAAP Diluted EPS $0.47
• Q4 FYE26 repurchased 592,000 ordinary shares for $5.5 million; board approved $20 million increase to repurchase program (total authorized $60 million)