Overview
- Q4 revenue reached $1.41 billion with adjusted EPS of $0.25, topping estimates that called for $1.33 billion and $0.23.
- U.S. government revenue was $570 million and U.S. commercial revenue was $507 million, reflecting 66% and 137% year-over-year growth, respectively.
- GAAP net income was about $608–$609 million for the quarter, marking one of the company’s strongest profitability showings to date.
- Palantir guided Q1 2026 revenue to $1.532–$1.536 billion and full-year 2026 to $7.18–$7.20 billion, sending shares up roughly 10%–12% in early trading.
- Recent wins include an up-to-$10 billion U.S. Army deal, a $448 million Navy ShipOS agreement, and a partnership with Nvidia, even as valuation concerns persist and CEO Alex Karp defended the firm’s work with ICE.