Check Point Software reported third-quarter 2026 revenue of $670 million, down 1% year on year, while security-subscription revenue rose 11% to $339 million. The company reported GAAP diluted EPS of $1.82 and non-GAAP diluted EPS of $2.49.
The reported EPS comparisons need an important qualification. Check Point says the prior-year quarter included an approximately $1.47 per-share benefit from a tax settlement in both GAAP and non-GAAP figures. Excluding that prior-year benefit, it says each measure increased 1% year on year.
Q3 2026 snapshot
| Metric | Officially disclosed result |
|---|---|
| Total revenue | $670 million; down 1% year on year |
| Security-subscription revenue | $339 million; up 11% year on year |
| Remaining performance obligation | $2.5 billion; up 5% year on year |
| GAAP operating income | $177 million, or 26% of revenue |
| Non-GAAP operating income | $251 million, or 37% of revenue |
| GAAP / non-GAAP diluted EPS | $1.82 / $2.49 |
Why the EPS comparison is not like-for-like
Remaining performance obligation is a measure of contracted products and services not yet recognised as revenue; it is not current-period revenue. The issuer’s tax-settlement explanation affects the comparison base, so the reported year-on-year EPS declines should not be read without that caveat.
Read Check Point’s official Q3 2026 results release. Source checked 2026-11-02T12:31:34.549Z.
AI-assisted reporting checked against official primary records; not personalised investment advice. The image is a CapKet original concept illustration and does not depict a Check Point facility or event.
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