Rubrik, Inc. (NYSE: RBRK) is a cybersecurity company that specializes in Security and AI Operations. It operates within the competitive Internet - Software industry, focusing on data security and recovery solutions for businesses. The company aims to provide cyber resilience against the backdrop of an evolving threat landscape.
The company's recent earnings report from August 27, 2026, shows strong performance. Rubrik reports an earnings per share (EPS) of $0.20. This figure significantly surpasses the analyst consensus estimate of just $0.04 per share. It also marks a major improvement from a loss of $0.03 per share reported a year ago.
The report also highlights impressive revenue growth. Revenue for the quarter is $427.26 million, which beats the estimated $396.30 million. This represents a notable increase from the $309.86 million in revenue from the same period last year and, as highlighted by Zacks, exceeds the consensus estimate by 7.78%.
A key driver of this performance is subscription revenue, which stands at $407.20 million, a 37% year-over-year increase. Subscription Annual Recurring Revenue (ARR), a metric for predictable future revenue, grows 33% to $1.66 billion. This shows consistent customer commitment to Rubrik's services and its growing market presence. The company's price-to-sales ratio is 14.28. This ratio compares the company's stock price to its total sales, offering a different way to value the company.
