Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations.
Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%.
We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.
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.
Wishing a Merry Christmas to the Palantir [ $PLTR ] community and our service members celebrating around the world.
And to the haters… enjoy the coal 🎅 🎁