SailPoint Reports Fiscal Q2 2026 Results, Raises Full-Year Guidance

SailPoint, Inc. (Nasdaq: SAIL) has reported its fiscal second quarter results for 2026, showcasing impressive growth and exceeding its previous expectations. The company has also raised its guidance for the remainder of the fiscal year, reflecting its strong performance and strategic positioning in the market.

SailPoint, Inc. Reports Strong Results for Fiscal Second Quarter 2026

SailPoint, Inc. reported a strong fiscal second quarter for 2026, with total revenue reaching $264 million, marking a 33% increase year-over-year. This performance surpassed the market expectations of $243.42 million. The growth was primarily driven by a 37% increase in SaaS annual recurring revenue (ARR), which reached $623 million. Overall ARR grew by 28% year-over-year to $982 million, highlighting the company’s effective strategy and market demand for its identity security solutions.

The company reported an adjusted income from operations of $54 million, or 20% of revenue, compared to $21 million, or 11% of revenue, in the same quarter of the previous year. This improvement signifies an enhanced operational efficiency and strategic focus on high-margin areas. However, on a GAAP basis, the company reported an operating loss of $41 million, which is an improvement from the $66 million loss reported in fiscal Q2 2025.

SailPoint’s subscription revenue also saw a significant increase, reaching $248 million, a 36% rise from the previous year. This growth in subscription revenue underscores the company’s successful transition to a subscription-based model, which offers more predictable and recurring revenue streams. The company’s strong performance in these key areas has allowed it to exceed the expected earnings per share (EPS) of $0.04, reporting an adjusted EPS of $0.07 for the quarter.

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Sailpoint Revises Full-Year Fiscal 2026 Guidance

In light of its robust performance in the fiscal second quarter, SailPoint has raised its guidance for the full fiscal year 2026. The company now expects total ARR for the year to be between $1,105 million and $1,115 million, reflecting a year-over-year growth of 26% to 27%. This is an increase from the prior guidance of $1,095 million to $1,105 million, demonstrating confidence in its continued growth trajectory.

For the third quarter of fiscal 2026, SailPoint anticipates total revenue to range between $269 million and $271 million, with a year-over-year growth of 14% to 15%. This revised guidance is in line with the company’s strategic initiatives to expand its market presence and capitalize on the growing demand for identity security solutions. The adjusted income from operations is expected to be between $42.5 million and $43.5 million, with an operating margin of 15.7% to 16.2%.

Moreover, the company has updated its full-year adjusted EPS guidance to range from $0.20 to $0.22, up from the previous range of $0.16 to $0.20. This upward revision reflects SailPoint’s strong financial health and its ability to leverage operational efficiencies to drive profitability. The company’s proactive approach in raising guidance across all metrics indicates a positive outlook and its commitment to delivering value to its shareholders.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.