$PLTR Q4 2025
"We are an n of 1, and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models" - Alex Karp, CEO
Revenue +70%
*U.S. commercial +137%
*U.S. government +66%
Customer count +34%
Adj. EBIT +114%
*marg 57% (45)
Adj. EPS +79%
Palantir reports Q4 2025 revenue growth of 70% Y/Y, rule of 40 score of 127%; issues FY 2026 revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth, crushing consensus estimates.
Q4 U.S. commercial revenue grew 137% y/y and adjusted operating margin was 57%.
We also generated $2.27 billion in FY 2025 adjusted free cash flow, representing 51% margin and 82% Y/Y growth.