PLTR earnings — 2026-08-03

Reported Q2 2026 (quarter ending 2026-06-30) after the close: revenue $1.935B, +93% Y/Y — against a ~$1.812B consensus and the company's own $1.799B guidance midpoint. U.S. commercial revenue $764M, +149% Y/Y; U.S. government $809M, +90%; total U.S. revenue $1.573B, +115%. GAAP net income $1.062B (55% margin), diluted EPS $0.41. Full-year 2026 guidance raised across every key metric: revenue to $8.150–8.158B (+82% Y/Y), U.S. commercial to >$3.424B (+134%), adjusted operating income to $4.889–4.897B, adjusted free cash flow to $4.5–4.7B.

Shares were reported up ~12% in after-hours trading following the release — inside the 9–15% move the options market had priced.

Sources: company press release (Business Wire, 2026-08-03); CNBC; StreetInsider.

Reported figures from the press release — filed actuals pending the 10-Q; the earnings-backfill reconciles against XBRL when the filing lands.