Palantir reported fourth quarter 2025 revenue of $1.407 billion, up 70% year-over-year, with adjusted EPS of $0.25. The company issued strong full-year 2026 revenue guidance, projecting growth of approximately 61%.
Key Highlights
- U.S. commercial revenue showed significant acceleration, growing 137% year-over-year to $507 million.
- Total contract value (TCV) closed in the quarter increased 138% year-over-year to a record $4.262 billion, indicating strong booking momentum.
- Issued fiscal year 2026 revenue guidance of $7.18 billion to $7.20 billion, implying 61% growth at the midpoint, well above consensus expectations.