Post-earnings recap
Reported
Wed, Aug 26, 2026
EPS actual
$0.31
EPS est.
$0.04
EPS surprise
+588.89%
1-day move
+2.05%
CrowdStrike's strong earnings report, particularly the significant EPS beat and impressive growth in net new ARR, led to a positive stock reaction, with shares rising 2.05%. The company is benefiting from increased demand for AI-driven security solutions, which bodes well for future growth. The record free cash flow also indicates strong operational efficiency.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.31 | N/A | +588.89% |
| Total Revenue | $1.47B | N/A | N/A |
| Net New ARR | $333M | N/A | N/A |
| Operating Income | $372M | N/A | N/A |
| Free Cash Flow | $377M | N/A | N/A |
Management expressed confidence in the company's performance, highlighting record net new ARR and free cash flow. They noted strong demand for AI-related security products as a key driver of growth.
We achieved record results driven by strong demand for AI-related security solutions.
Our Falcon Flex adoption has surpassed expectations, reflecting significant growth.
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Est. EPS
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Est. Rev
—
Impl. Move
±7.1%