Qualys (QLYS) Surpasses Q2 Earnings and Revenue Estimates

Core Viewpoint - Qualys reported quarterly earnings of $1.68 per share, exceeding the Zacks Consensus Estimate of $1.47 per share, and showing an increase from $1.52 per share a year ago, indicating a positive earnings surprise of +14.29% [1] Financial Performance - The company achieved revenues of $164.06 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.80% and up from $148.71 million year-over-year [2] - Over the last four quarters, Qualys has consistently exceeded consensus EPS and revenue estimates [2] Stock Performance and Outlook - Qualys shares have declined approximately 3.1% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.49, with expected revenues of $163.06 million, and for the current fiscal year, the EPS estimate is $6.17 on revenues of $652.15 million [7] Industry Context - The Security industry, to which Qualys belongs, is currently ranked in the top 41% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Zscaler, is expected to report quarterly earnings of $0.80 per share, reflecting a year-over-year decline of -9.1%, with revenues projected to be $706.19 million, up 19.1% from the previous year [9]