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Check Point Software Technologies Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $2.42 |
| EPS actual | $2.50 |
| EPS Surprise | 3.31% |
| Revenue estimate | 672.548M |
| Revenue actual | 668.4M |
| Revenue Surprise | -0.617% |
| Release date | Feb 12, 2026 |
| EPS estimate | $2.77 |
| EPS actual | $3.40 |
| EPS Surprise | 22.74% |
| Revenue estimate | 746.326M |
| Revenue actual | 744.9M |
| Revenue Surprise | -0.191% |
| Release date | Oct 28, 2025 |
| EPS estimate | $2.45 |
| EPS actual | $3.94 |
| EPS Surprise | 60.82% |
| Revenue estimate | 673.235M |
| Revenue actual | 677.5M |
| Revenue Surprise | 0.633% |
| Release date | Jul 30, 2025 |
| EPS estimate | $2.36 |
| EPS actual | $2.37 |
| EPS Surprise | 0.424% |
| Revenue estimate | 661.7M |
| Revenue actual | 665.2M |
| Revenue Surprise | 0.529% |
Last 4 Quarters for Check Point Software Technologies
Below you can see how CHKP performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $186.67 |
| EPS estimate | $2.36 |
| EPS actual | $2.37 |
| EPS surprise | 0.424% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $222.01 |
| Jul 25, 2025 | $220.11 |
| Jul 28, 2025 | $218.29 |
| Jul 29, 2025 | $218.33 |
| Jul 30, 2025 | $186.67 |
| Jul 31, 2025 | $186.20 |
| Aug 01, 2025 | $188.58 |
| Aug 04, 2025 | $192.76 |
| Aug 05, 2025 | $188.90 |
| 4 days before | -15.92% |
| 4 days after | 1.19% |
| On release day | -0.252% |
| Change in period | -14.91% |
| Release date | Oct 28, 2025 |
| Price on release | $203.56 |
| EPS estimate | $2.45 |
| EPS actual | $3.94 |
| EPS surprise | 60.82% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $194.90 |
| Oct 23, 2025 | $193.56 |
| Oct 24, 2025 | $192.00 |
| Oct 27, 2025 | $191.72 |
| Oct 28, 2025 | $203.56 |
| Oct 29, 2025 | $197.28 |
| Oct 30, 2025 | $199.48 |
| Oct 31, 2025 | $195.68 |
| Nov 03, 2025 | $194.59 |
| 4 days before | 4.44% |
| 4 days after | -4.41% |
| On release day | -3.09% |
| Change in period | -0.159% |
| Release date | Feb 12, 2026 |
| Price on release | $164.47 |
| EPS estimate | $2.77 |
| EPS actual | $3.40 |
| EPS surprise | 22.74% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $180.91 |
| Feb 09, 2026 | $181.27 |
| Feb 10, 2026 | $180.57 |
| Feb 11, 2026 | $176.47 |
| Feb 12, 2026 | $164.47 |
| Feb 13, 2026 | $171.48 |
| Feb 17, 2026 | $165.02 |
| Feb 18, 2026 | $164.01 |
| Feb 19, 2026 | $159.05 |
| 4 days before | -9.09% |
| 4 days after | -3.30% |
| On release day | 4.26% |
| Change in period | -12.08% |
| Release date | Apr 30, 2026 |
| Price on release | $112.47 |
| EPS estimate | $2.42 |
| EPS actual | $2.50 |
| EPS surprise | 3.31% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $134.67 |
| Apr 27, 2026 | $138.11 |
| Apr 28, 2026 | $139.29 |
| Apr 29, 2026 | $139.96 |
| Apr 30, 2026 | $112.47 |
| May 01, 2026 | $114.51 |
| May 04, 2026 | $116.91 |
| May 05, 2026 | $117.64 |
| May 06, 2026 | $114.27 |
| 4 days before | -16.48% |
| 4 days after | 1.60% |
| On release day | 1.81% |
| Change in period | -15.15% |
Check Point Software Technologies Earnings Call Transcript Summary of Q1 2026
Check Point reported Q1 2026 revenue of $668M, a 5% year-over-year increase, driven by an 11% rise in subscription revenue ($323M). Non-GAAP EPS was $2.50 (+13% YoY) and adjusted free cash flow was $457M (+11%, $70M above midpoint). Emerging technologies (email security, CTEM/Cyberint, and SASE) showed very strong demand — Check Point cited 45% growth in calculated billings for those areas and 96% YoY ARR growth in CTEM — while product/appliance revenue was weaker than expected. Management attributes the appliance shortfall primarily to short-term disruption from a deliberate go-to-market reorganization (account/reassignment and leadership changes) rather than macro weakness, and expects recovery and improved execution in H2 2026. The company is investing heavily in AI security (new AI security GM, in-house models, AI Defense Plan, Google Cloud and NVIDIA integrations) and continues M&A and channel/marketing investments. Cash and liquidity remain strong: $4.4B in cash/short-term deposits, continued buybacks (1.9M shares for $325M). Management adjusted 2026 revenue guidance down to $2.77–2.85B (reflecting expected appliance headwinds), but kept full-year non-GAAP EPS ($10.05–10.85) and adjusted free cash flow guidance unchanged. Other notes: gross margin ~88%, non-GAAP operating margin 40%, memory pricing is rising and could affect product costs.
