F5, INC.(FFIV)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
F5, INC. (FFIV) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores FFIV at 66.9/100 on a 32-signal composite quality model, placing it at rank #386 of 2,961 stocks — the top 25% of the AI-ranked universe. FFIV scores in the top quartile across balance sheet strength (87.8), free cash flow (83.5), profitability (81.3). Areas of concern include institutional flow (18.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), F5, INC. reports quarterly revenue of $865.1M, net income of $208.2M, an operating margin of 24.6%. Top institutional holders of FFIV by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. FFIV trades on the Nasdaq exchange and files with the SEC under CIK 1048695. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FFIV daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for F5, INC. directly from SEC EDGAR.
AI Quality Score
66.9/100
AI Rank
#386
Revenue
$865.1M
Net Income
$208.2M
Free Cash Flow
$280.6M
Operating Margin
24.6%
FFIV key financials by period
F5, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$3.1B
$692.4M
24.8%
FY 2024
10-K
$2.8B
$566.8M
23.4%
FY 2023
10-K
$2.8B
$394.9M
16.8%
FY 2022
10-K
$2.7B
$322.2M
15.0%
FY 2021
10-K
$2.6B
$331.2M
15.1%
FY 2020
10-K
$2.4B
$307.4M
16.7%
Institutions holding FFIV
Institutional investors reporting a position in F5, INC. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q3 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
F5 grew Q3 FY2026 revenue 11% YoY to $865.1M as systems revenue surged 32.4% on customer demand, while opex outpaced revenue growth partly due to Cyber Incident response costs.
Biggest Revenue Drivers
Products$462.8M+19.0% YoY
Increase associated with growth in both systems and software revenues
Services$402.2M+2.7% YoY
Primarily the result of increased sales of maintenance contracts
Biggest Revenue Drivers
Total revenue: $865.1M+11% YoY
Products$462.8M+19.0% YoY
Increase associated with growth in both systems and software revenues
Within Products
Systems revenue$239.5M+32.4% YoY
Primarily due to increases in customer demand
Software revenue$223.3M+7.4% YoY
Primarily due to increased sales of subscription offerings
Services$402.2M+2.7% YoY
Primarily the result of increased sales of maintenance contracts
Largest Expense Items
Sales and marketing$238.0M+8.0% YoY
Increase of $13.5 million in personnel costs
Research and development$164.7M+20.8% YoY
Higher technology costs (+$13.5M) and personnel costs (+$10.9M); professional services up $2.6M from Cyber Incident response
General and administrative$95.6M+21.5% YoY
Personnel costs up $11.7M; professional services up $3.2M driven by costs incurred in response to the Cyber Incident
Margins: Gross margin expanded to 82.2% from 81.0% YoY, but total operating expenses rose to 57.6% of revenue from 55.8%, driven by R&D and G&A growth tied partly to Cyber Incident response costs, pulling operating margin down to 24.7% from 25.2%.
Watch Items from the Filing
Two distributor customers accounted for 16.4% and 18.4% of total net revenue in the quarter, indicating concentrated channel exposure.
The company incurred $3.0M in Cyber Incident response costs this quarter ($26.5M for nine months) and faces an ongoing securities class action and two consolidated derivative lawsuits related to the October 2025 breach.
Effective tax rate fell to 8.0% in Q3 FY2026 from 10.8% a year ago, primarily due to a change in unrecognized tax benefits, boosting net income.
Systems revenue grew 32.4% YoY to $239.5M on customer demand, reversing the software-led mix of the prior year and lifting product gross margin trends.
Deferred revenue grew to $2.2B from $2.0B, reflecting strong systems shipments and subscription growth, supporting future revenue visibility.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
