Qualys (QLYS) Tops Q3 Earnings and Revenue Estimates

Core Insights - Qualys reported quarterly earnings of $1.86 per share, exceeding the Zacks Consensus Estimate of $1.56 per share, and showing an increase from $1.56 per share a year ago, resulting in an earnings surprise of +19.23% [1] - The company achieved revenues of $169.88 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.49% and increasing from $153.87 million year-over-year [2] - Qualys has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +14.29%, with actual earnings of $1.68 per share compared to an expected $1.47 per share [1] - The current consensus EPS estimate for the upcoming quarter is $1.49, with expected revenues of $168.85 million, and for the current fiscal year, the EPS estimate is $6.40 on revenues of $658.56 million [7] Stock Performance and Outlook - Qualys shares have declined approximately 10.8% since the beginning of the year, contrasting with the S&P 500's gain of 16.5% [3] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] - The outlook for the stock's price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] Industry Context - The Security industry, to which Qualys belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of Qualys may also be influenced by the overall industry outlook, as empirical research indicates a strong correlation between stock movements and earnings estimate revisions [5][8]