NAS:ZS

Inner Circle

Posted on May 1, 2026 | by Leon Hinde | Leave a Comment

Zscaler, Inc. – Common is scheduled to report its fiscal third-quarter (Q3 2026) earnings on Thursday, May 28, 2026, after the market closes. Based on the company’s most recent guidance and analyst consensus as of May 1, 2026, here are the growth expectations:

Q3 2026 Expectations (Quarterly)

Earnings Per Share (EPS): Consensus estimates sit at $1.00 to $1.01, up from $0.84 in the same period last year (approx. 20% growth).

Revenue Growth: Expected to be $834 million to $836 million, representing approximately 23% year-over-year (YoY) growth.

Profit (Non-GAAP Operating Income) Growth: Projected at $187 million to $189 million, which is a growth of 28% to 29% YoY.

Full-Year Fiscal 2026 Guidance
Management recently raised its full-year outlook following strong Q2 results:

ARR (Annual Recurring Revenue): Expected to reach $3.73–$3.745 billion, a 24% YoY increase.

Total Revenue: Guided to $3.309–$3.322 billion, reflecting 24% YoY growth.

Operating Profit: Guided to $742–$748 million, reflecting 28% to 29% growth.

Inner Circle

Posted on April 27, 2026 | by Leon Hinde | Leave a Comment

Zscaler, Inc. – Common is expected to report its fiscal third quarter (Q3) 2026 earnings on 28 May. Investors will likely focus on whether the company can maintain its record-high non-GAAP operating margins (22.4% in Q2).

AI Security Growth: Updates on the “AI-driven security moat” and transaction volume. Acquisition Integration: Performance of the recently acquired Red Canary.

Analyst Expectations

Estimated EPS: ~$1.00 – $1.01
Estimated Revenue: ~$831 million – $836 million

Last Earnings Recap (Q2 FY2026)

Report Date: February 26, 2026
Results: Zscaler reported a strong beat with an EPS of $1.01 (vs. $0.89 expected) and revenue of $815.75 million (vs. $798.33 million expected).
Guidance: Following the Q2 report, the company raised its full-year fiscal 2026 revenue guidance to approximately $3.32 billion.