Radware第三季度营收创纪录达8440万美元、同比增12%：云业务ARR达1.07亿美元增21%，非GAAP每股收益0.32美元
网络安全与应用交付公司 Radware（Nasdaq: RDWR）10月28日公布截至2026年9月30日的第三季度业绩：季度营收创纪录达8,440万美元，同比增12%；云业务年度经常性收入（ARR）达1.07亿美元，同比增21%。
按地区计，美洲营收3,960万美元、欧洲中东与非洲（EMEA）2,560万美元、亚太（APAC）1,920万美元，三地均同比增12%。
盈利方面，第三季度 GAAP 持续经营净利为450万美元、摊薄每股收益0.11美元，上年同期为820万美元、每股0.19美元；非 GAAP 持续经营净利为1,390万美元、摊薄每股收益0.32美元。公司表示，以色列谢克尔对美元升值使当季费用多出约460万美元的不利影响；剔除这一汇率影响后，非 GAAP 净利为1,780万美元、每股0.41美元，同比分别增20%与24%。
当季持续经营经营现金流为1,550万美元。截至2026年9月30日，公司持有的现金及现金等价物、长短期银行存款与有价证券合计4.215亿美元。
总裁兼首席执行官 Roy Zisapel 表示，公司当季业绩再创纪录，营收增长加速、云安全业务持续扩张；客户对其应用安全解决方案的需求强劲，体现在云业务订购与大单活动上，客户越来越多地采用其统一平台保护应用、接口、基础设施与智能系统环境。
Radware Q3 Revenue Hits a Record $84.4 Million, Up 12%: Cloud ARR Reaches $107 Million, Up 21%, with Non-GAAP EPS of $0.32
Radware (Nasdaq: RDWR), a provider of application security and delivery solutions for multi-cloud environments, on October 28 reported results for the third quarter ended September 30, 2026: quarterly revenue hit a record $84.4 million, up 12% year over year, and cloud annual recurring revenue (ARR) reached $107 million, up 21%.
By region, revenue in the Americas was $39.6 million, in Europe, the Middle East and Africa (EMEA) $25.6 million, and in Asia-Pacific (APAC) $19.2 million, each up 12% from the third quarter of 2025.
GAAP net income from continuing operations was $4.5 million, or $0.11 per diluted share, compared with $8.2 million, or $0.19 per diluted share, a year earlier. Non-GAAP net income from continuing operations was $13.9 million, or $0.32 per diluted share. The appreciation of the Israeli shekel against the U.S. dollar had a $4.6 million adverse impact on expenses; excluding that exchange-rate impact, non-GAAP net income and diluted EPS would have been $17.8 million and $0.41, up 20% and 24% year over year respectively.
Operating cash flow provided by continuing operations was $15.5 million in the quarter. As of September 30, 2026, the company held cash, cash equivalents, short-term and long-term bank deposits and marketable securities totaling $421.5 million.
Roy Zisapel, the company's president and chief executive officer, said Radware delivered another record quarter highlighted by accelerating revenue growth and continued expansion of its cloud security business, with robust customer demand reflected in cloud bookings and large-deal activity.
来源：GSM·美国（原文链接）
图片来源：图：一间服务器机房内的机柜（资料图）。Indrajit Das 摄，CC BY-SA 3.0，经 Wikimedia Commons。 / Server racks inside a server room (file photo). Photo by Indrajit Das, CC BY-SA 3.0, via Wikimedia Commons.
